What are the Small and Midcaps on your watchlist?
I am looking at Finolex Group stocks. Finolex Industries has good dividend paying history(2 percent), largely unaffected by the downfall in the current markets, good moat and still available at reasonable valuations(18-19 PE but should come down to 15 bu year end) Finolex Cables has been beaten down a lot over the past year or so but is available at a very reasonable valuation(15-16 PE) and is/has been a strong player in the cables market. Edit - I would like if the comments could give out reasons for which stock they are watchlisting and for what reason instead of just naming stocks, as it could result into more a qualitative discussion.
I would recommend an article by Gary Mishuris or you may also look for the Moorad Choudhry references on Library Genesis. It's a must read for those who are considering Finolex. Then you need to create a graph of Gross NPA and Provisions.