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Stock SIP For LONG TERM: post #12198 — TG.ME

Stock SIP For LONG TERM@stocksip · 21.5K subscribers Open in TelegramOpen

t.me/stocksip/12198

September 4, 2026 1.3K 4

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YOU UNABLE EDIT THIS SHEET DONT WASTE YOUR TIME INTO IT BETTER DO " MAKE A COPY " AND WHATEVER NEW FILE YOU CREATE THAT YOU CAN DO EDIT 1.3K·Sep 4 STEP 1 : CLICK ON FILE STEP 2: CLICK ON " MAKE A COPY " STEP 3: GIVE YOUR SIP NAME AND SAVED IT 1.4K·Sep 4 STOCK SIP SHEET UPDATED TILL 4TH SEPT 2026 https://docs.google.com/spreadsheets/d/1aLXsMZdL_FJ4YTeuu3h2yUTjT-VyKQLno_foC3965S8/edit?usp=sharing 1.4K·Sep 4

W&C stocks reacting sharply to UltraTech's entry Polycab, KEI & RR Kabel have corrected by up to 15-17% Is this really a paints like disruption for the sector? We don't think so, at least as of now W&C continues to see strong double digit industry growth, unlike paints where growth had already slowed significantly Birla's planned investment in W&C is around 2,000 Cr versus 10,000 Cr in paints Paint companies were trading above 50x earnings despite weak volume growth. The valuation & growth setup in W&C is much healthier. Competition will definitely increase & needs to be monitored closely What do you think ? Fwd as received 1.9K·Sep 4 BOOK ANOTHER 10 QTY SUDEEP PHARMA AT 1317 TO 1350 RANGE 2K·Sep 4

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