I found this interesting business in my stock screen, but looking at annual report, I'm not very confident if I can analyze it today, so just keeping it in my watchlist and will come back soon...
I really like Amara Raja Batteries, and have taken a small tracking position also, and this will be the stock I'll analyze before freezing...and accordingly re-adjust capital based on my conviction.
I've kept two more stocks in my watchlist (SWARAJ ENGINES & ECLERX SERVICES), but will not analyze them right now as I'm deciding to freeze my portfolio for next 6-12 months. Will spend time on studying books and reading good articles on value investing...
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