Results season starts tomorrow for my holdings 🤞👨‍💻 Asian Paint - Q3FY20 - Volume growth again double-digit, Topline growth slight

..also did a quick cheeky option trade ..1 minute ..33%😋

Laurus Labs
- ARV story, second line ARV APIs ?
- Removal of raw material dependency will come in Q3/Q4
- No new capex to utilize 800cr existing unutilized capex
- New business lines - FDF, Synthesis, Nutrachem

Are all these already priced in ?
I added a few

#LaurusLabs Laurus Labs -
Amansa Holdings (Akash Prakash the man behind many multibaggers and one specific multibeggar Shankara Building) has added ~23L shares at Rs350 for a total of 78cr

#Piramal Conference Call Q2 H1FY19

- On if a developer defaults- Piramal has the ability to take over, develop, sell and retrieve loans
- 50bps increase in cost of funds, rate increase can be passed on
- Getting adequate liquidity even in these tough time, Asset quality is good Will issue ECB's of $250m out of the $750m that can be done, going to raise $1bn , waiting for S&P rating
Lots of new banks have approached for new lending and lines, 7000cr line in this Qtr itself
Repayments of 1350cr in last week itself, 38700cr developer loan book
(2/n)