Meyyappan PL
@MeyyappanPl1
Followers
15,277
Following
95
Media
303
Statuses
4,328
Equity Investor , Who loves investing . No Buy & Sell recommendations.
karaikudi
Joined November 2020
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
jeno
• 467546 Tweets
Meet the Grahams
• 285834 Tweets
#بدر_بن_عبدالمحسن
• 262571 Tweets
Óscar Puente
• 78004 Tweets
Saka
• 54350 Tweets
#ライブ・エール
• 52296 Tweets
Bournemouth
• 42845 Tweets
こどもの日
• 36871 Tweets
サヨナラ
• 32875 Tweets
#霊験お初
• 32090 Tweets
الامير الشاعر
• 27895 Tweets
Havertz
• 21883 Tweets
الفردوس الاعلي
• 20971 Tweets
#ARSBOU
• 19463 Tweets
غاب نور البدر
• 14875 Tweets
Christie
• 13653 Tweets
Ipswich
• 13462 Tweets
アジカン
• 11592 Tweets
L&T bought
#Mindtree
for 61% stake for 10,200cr in 2019
Now in 3 years it's worth 45,750 cr
Sad part
Coffeday's late Siddhartha sold his 20.41% stake for only 2858cr
Now it's worth 15,307cr
(more than enough to cover his debt)
Distress sale due to debt(leverage)
23
79
832
#Balkrishnaindustries
In 2008 Crash
Price
86rs in Jan 08 to
12rs in 2009
(84% correction)
It take 3 years to reach 86rs in 2011.
But now 1772rs (correct 37% from recent peak 2724rs)
Longterm investing is not easy.
Need lot of conviction to hold shares in correction
#BKT
15
49
640
During Jan 2008 equity crash
#Reliance
industries invested 500Cr
In
#Asianpaints
for 4.9% stake.
Still holding them strong
Now the stake is worth 16,000Cr
32 times return in 13 years
This is how bottom fishing 🎣 is done even in treasury investment too.
11
46
617
Adani wilmar🌴
#AWL
Ipo price 230₹
Listing price 227₹ Feb 8th
Today price 728₹
1L invested in Listing date will be 3.2L(75days only)
Retail subscribed just 3.2X only
While applying for other craps
Some are making great money💰
Others are still abusing Adani
31
30
528
I wish I had read this book 📖 a year before .
I made the same mistake one of my stock become 4× in a short period& I feel it's costly ,but waited for few months for ltcg 10% vs stcg 15% tax .
In the few months it lost 50%.
📚 Masterclass with super investors Raamdeo Agarwal
15
56
402
A company with ROCE 32.6%
ROE 26.6%
With 43 years track record
Huge expansion plan for next 3 years with internal accural
Negligible debt
World leader Acetyl value chain
Still available at 18 x fy22 earnings in this hyper market.
Disc: my largest holding
49
41
375
#Tubeinvestment
invested
700cr ( in Nov 2020) & 100cr in (Dec 2020)
= 800cr in
#CGpower
Now the stake is worth 13840cr
Whooping 17X returns.
One of the best turnaround stories
Believe best is yet to come
14
39
357
Central Govt mulls 11,000Cr PLI
For shipping container manufacturing
India need 3.5L container/year
90% imported from China
Jupiter wagons supplying to
Adani
GE
Schneider
DPW
Amperehour
By year end company will be market leader in manufacturing specialized container
#JWL
11
70
360
#Polycab
IPO was one of the most successful IPO of 2019
IPO price ₹538
Listing price ₹645(20% premium) 16-4-2019.
Share price zoom to ₹1200 in feb 20
After Covid crash share fall to ₹600 in may 20
Now ₹2450
Courage is needed to hold the stocks in 50% drawdowns
16
16
352
Of the 90,000 wagon needs
Each wagon needs 2 wheelset ( 8wheel )
8 × 90,000 = 7,20,000wheels
Each Wheel set 8 Hot Coil springs
16 × 90,000 = 14,40,000 Coil springs
Huge tailwind for the next 3 years.
For A Micocap ( Railway Ancillaries)
Study the sector
35
51
331
Dalmia Cement Ltd
In 2002 Rs33
In 2022 Rs 3530
( 2
#dalmiabharat
+ 1
#dalmiasugar
)
It's 107× excluding dividends. (Actually both corrected 35% from recent peak )
long-term investing even in commodity business run by competent management can give multibaggers
Stay long
10
33
319
2050Cr Capex plan for 4 years
800Cr committed already
1250Cr planned for fy23 to fy25
Largest Capex by company in 4 decades of operation(funded by internal Accural only)
4500Cr expected Additional sales(70% in high margin Speciality & nutritionsegment)
-
#Jubilantingrevia
18
39
328
Currently Ethanol is being blended only with petrol ⛽
Diesel doesn't easily blend like petrol
#Prajindustries
is developing a Binder to blend Ethanol with Diesel.
The project is in testing phase.
If successful it will be a great innovation & Game changer for fuel blending
6
27
322
Indian Railways plan to buy 1,00,000 wagons next 3 years.
Massive procrument for coal transport wagons then for cement foodgrains too.
Current industry capacity is 30,000 wagons/year
But operating at only 9600 wagons/ year.
Huge potential in Railways freight
Study them
21
35
313
#Didyouknow
UB group used own
#bergerpaint
in 80's
UB group's Vijay Mallya Sold berger paints to Dhingara Family for $66million ( around 145Cr) in 1991
Even helped them arrange loans from HSBC
Now Berger paint is worth 76,540 cr
Morale : Don't sell your family Silver
9
26
306
20 nuclear reactors are planned to opened with 2031 (15000MW)
Besides this govt plans 26$ billion pvt investment in nuclear power.
It's a huge opportunity for the beneficiaries
Eg.
#AMIC
forgings supplies Trunnion fir nuclear plants.
#konstelec
electrical EPC for NPCIL
18
68
296
25Cr to 30cr Smart meters has to be replaced in India with in 3 years
(60,000 to 90,000Cr)
Revamped distribution Sector scheme (RDSS)
Deadline is March 2025
Distribution Infrastructure revamp & modernization will increase demand of transformers,Wires,electrical equipment etc
16
31
293
Very good Railway theme company.
Kalyani cast
Promoter is a very strong technocrat who designed various patented Containers for Railway.
Great potential.
10
29
294
I believe this company has more potential to become lifescience global major...this is original vam organics.. from which the entire group fortune rises from pharmova to food. Now focused separate company. Avaliable at 10× ebita ,1.4× sales. # ingrevia
13
67
284
#Didyouknow
Wilmar controls 30% of world edible oil business
Owns 44% in
#Adaniwilmar
&
10 of 18 refineries of
#AWL
are located near sea ports (direct shipment of crude edible oil)
Another partner Adani (owns 44%)
Controls India's largest private port.
Adani ports.
12
24
264
On 22 Jan PM Modi announced Rooftop solar scheme
It trigger rally in solar stocks
Waare5x
Oriana4x
Kp2x
Swelect 2xetc
Likewise he trigger last year PSU rally
So watch carefully PMs words regarding stocks
He is biggest financial influencer 🇮🇳
Ps:I missed psu,catch few solar
16
16
279
During FTIL fiasco
#DalmiaBharat
cement invested first in
#IEX
20% (480 cr in 2015 -16)
Sold 4.47% in May 21 = 487Cr
Holds 15.52% (3650Cr)
×8.7returns
Puneet Dalmia made a brilliant bet & believes in IEX platform business potential ( well before others)
Value investing.
1
23
265
Warburg pincus Sold 19.63 % of
#lauruslabs
in 2020 ( May 441rs & June 508rs) price before 1:5 split.
Even after holding it for 6 years for 1007Cr.
Then next 6 months share shootup to 3500rs
Missed 7× return
Even Mighty PE funds cannot time the share price (Exits)
7
14
263
#ACC
+
#Ambuja
= 70MTPA ( valued at 16.08 $ Billion )
While
#Dalmiabharat
= 35.9MTPA ( valued at 3.43 $ Billion )
12
23
252
#SRF
Results are out of the park.
( Reminds me of Ganguly's Sixers on left arm spinners)
Sales up 51% up 3314Cr
PAT up 38% up 531 Cr
Srf is a juggernaut, largest with highest growth rate.
Best is yet cheapest in the sector.
11
19
251
#intellectdsesign
Arena
Sales up 33% 508.3cr
Ebita up 37%
PAT up 25% 100.9cr
SaaS revenue up 113%
89Cr
Cash at 413Crs.
Profitable SaaS player in global fintech space
6
36
248
#polycab
has 11000+SKUs in wires & cables (ranging from 0.20kV to 220kV)
23 manufacturing units
52 warehouses
4100+ distributors
165000+ retailers.
Optic fiber division too has huge potential
Recently Won 509cr
#Bharatnet
order to deploy 16500km fiber networks of Tanfiet
3
27
231
Railway Capex is the major theme for the next 3years (decade may be)
Eg.
#GPTinfra
A small 330cr Rail infra company has won 3 orders worth 609cr
26 dec 123Cr
16 jan 216Cr
20 Jan 270Cr
in less than a month time
Please
Study the sector you may find some interesting ideas
6
28
226
Barium sulfate is mainly used as filler in the paint industry.
It's a speciality chemical,
currently full demand is imported.
#Vishnuchemicals
Is doing a 90Cr Capex on Barium sulfate with a capacity of 30,000 tonnes
Capex timeline Q4
Production by H1
Import substitution
6
28
228
Very Ambitious plans with an investment of 2685Cr over next 4 years
Including
-Solar cell
-PV module
-Allied power electronics manufacturing
-300 MW Solar plant.
Very honest promoter(gave entire proceed from Numeric UPS sale as Special dividend)
#swelect
energy
10
31
226
#Didyouknow
Palm oil 🌴 is the largest edible oil in the world (30%)
And Wilmar International Singapore.
Is the world's largest producer of palm oil
In India Wilmar operates as JV with Adani
#Adaniwilmar
from 1999.
Wilmar also owns 62.48% in
#Shreerenuka
sugars .
6
24
209
#Tatasteel
share price
April 2020 is ₹ 250
Now EPS of Tata steel for last year is ₹ 332
In 2 Years
EPS 2022 > share price of April 2020
Cyclical at its best
7
8
211
Anil Goel(+SeemaGoel)one of the masters of commodity cyclical investing.
Is increasing his bets in sugar continuously
Avadh 6.87%
Dalmia 6.09%
DhampurB 12.74%
DhampurS 12.7%
Dwarkesh 6.74%
Magadh 3.55%
Triveni 3.43%
Uttam 7.09%
Worth 1100Cr+ in sugar cycle.
Added Triveni
8
29
209
50% of Agrochemicals molecules developed recently has fluorine.
20% of pharmacy molecules comtain fluorine atom.
Fluorine chemistry ⚗️ is the biggest trend for next few decades.
9
19
204
What a result from Reliance industries.
RIL is growing much faster than lot of mid caps & small caps.
I still believe RIL is much undervalued stock in large cap space.
I believe India's 1 trillion dollar company will be Reliance in next 5 years.
11
9
195
Major Chinese Solar panel are denied entry in US due forced labour allegations.
This marks 2$billion solar export opportunity in US for Indian manufactures.
Pannel & component makers may benefit
#swelect
may benefit with new 700MW coimbatore unit & strong presence in US
5
22
197
Another Microcap I am bullish on is
#Rubfila
-India's only talcum coated &silicon coated rubber thread maker.
-capacity increased from 5000TPA in 2013 to 20000TPA
-5000TPA on going Capex.
-Zero debt
-Promoter bharat patel(renowned investor) family increases by holding 5%
7
36
193
Jubilant Ingrevia
Sales 1220cr
Profit 110 cr
Mcap 10,550cr
Laxmi org
Sales 608cr
Profit 14.5cr
Mcap 12,040cr
Only diketene unit is affected by floods for 35 days
Laxmi is just a commodity acetyl company where as Ingrevia(50% speciality&nutrition)
Please don't compare them
11
27
193
Refrigerat Gases business of
#SRF
is expected to generate a 30.3% CAGR for FYI 22 to 25
By commissioning of R22 by 12,500 tonnes by FYI 23
By commissioning of R32 by 15,000 tonnes by FYI 24
7
19
191
Carlyle group goes for aggressive MD for
#sequent
Mr Rajaram Narayan ( Sanofi india MD)
Is Ex Cheif Marketing officer of AirTel & HUL Alumni
Where as conservative former Strides guy Manish Gupta is replaced.
New promoters are going for aggressive sales growth
10
7
186
#lauruslabs
signs agreement to manufacture Molnupiravir ( anti viral covid medication)
Note: they are doubling their formulation from 5 billion to 10 billion capsules by March 2022.
Means huge capacity ready in place
6
11
185
India imports 45% of its diketene needs.
Laxmi organics is only producer of diketene in India with 55% market share.
#jubilantingrevia
commissioned 7000T Diketene facility at Q4 last year.
#Laxmiorganics
too commissioned 200cr capex Q1 this year
Import substitution play.
7
28
187
At this Mcap
#Hikal
is available at the value of its Agro chemical division alone.
Pharma division is available as a bonus.
0
17
186
Prepaid about 548Cr long term debt in fy22
Outstanding gross debt is 286Cr In jun22
Net debt to ebita improves to
0.2 vs 0.4
Ongoing 2050Cr Capex fully funded by internal accruals
Debt will remain less than 0.3
Net cash accruals 550Cr/year
Cash~ 57cr
#jubilantingrevia
4
10
183
#Tubeinvestment
Plans to invest 1000cr in 4 EV platforms ( 250 Cr each)
- Three wheeler 🛺
- Tractor 🚜
- heavy commercials vehicle 🚚
- 4th is on works
Yesterday launhed
Montera "Super Auto"
for 3L will be available at 100+ dealers Across country
6
26
183
Bajaj finance is
#Bajajfinance
.
Aum growth of 31% in such a huge base.
Like Rajeev Jain said real growth of Bajaj finance is yet to bone in next e years .
Note:- it's real fintech, no NBFC or bank can match it in technology
3
11
183
Besides Railway Business
#jupiterwagons
is one of the leading manufacter of Load bodies of commercial vehicle
And Also
One of the few Manufacter of indigenous Container Manufacter
With govt push to replace Container import from China. Company Aims huge growth.
10
20
182
#Jubilantingrevia
Speciality chemicals division
Sales up 34% 468Cr
Ebita up 15% 87Cr
Now spec Chem Accounts for 52% of Ebita from 33% (yoy)
Also increased ongoing Capex plan 2275cr fom 2050cr(fy22 to fy25)
Commodity to Speciality transmission is on.
6
16
183
#SRF
planning to do 15,000 Cr Capex in the next 5 years ( 80% in chemicals)
-Ashish Barat Ram.
Behemoth in making .
7
16
177
For 5G in India
Optic fibre cable OFC deployment should be need to increase 2-3 fold from current 16-18 million kfm/year.
#polycab
Company launched Solar products
Solar Cables
Panels
Module ( mono & poly crystalline)
Range of inverters
DC MCBs
India need Cables for growth
14
17
178
Famous brokerages like Motilal Oswal come with a buy call on PC jewellers in 2017
Thesis is simple
Mcap of
#PCjewellers
is 20,000cr
Where as
Mcap of
#Titan
is 60,000cr
What happened
Almost 23,000cr investors wealth got lost
All glitter are not Titan ✨️
17
10
177
Besides smart meters.
#Salzer
electronics bets big on EV chargers.
They have products starting from 30KW to 240KW.
Can do 120cr with existing infra.
Scale upto 600Cr sales with 70-100Cr Capex.
They feel its Technologically superior product in EV charging infra
3
28
179
As a part of Vibrat Gujarat in the pre summit event today
#SRF
committed 7,500cr to be invested in next 3 years
On going Capex itself is 2,500cr.
Srf is a Capex mammoth 🦣, best is yet to come .
Srf run on simple theme
Capex-> Sales-> profit ->more Capex
4
21
174
I am so happy to be followed by the first person I followed on Twitter.
@unseenvalue
sir.
Sir your such an inspiration in sharing knowledge 🙏🙏🙏
8
3
174
Greatest
#Atmanirbhar
bharat is RDSO's Kavach Automatic Train protection
Safety integrity level 4 technology
Cost 30-50L/kms vs western nations
>2Cr/kms
By 2028 Indian railway plan to finish kavach for 68,446Kms
Plan to export this tech other countries
#hblpower
#kernex
10
24
173
#SRF
incorporated wholly owned subsidiary
Srf Altech Ltd. ( 21000TPA)
For manufacturer of Aluminum foil.
India imports 50%of Aluminum foil( 1LTPA of total demand of 2LTPA)
Besides chemicals SRF has very Ambitious plans for packaging films division too.
7
22
169
What separate Men from boys.
It's performance when going is tough.
Highest ever sales
Highest ever EBITA
Highest ever PAT
Q4
sales up 35% 3505Cr
PAT up 65% 637Cr
Magin expansion.
Chemical division is on 🔥
Two new Capex
#SRF
Is a different breed all together
10
13
166
Next 2 years Railway wagons manufacturer are sitting at cumulative order of 30,000cr . huge boost is coming for them
#Jupiterwagons
#Texmaco
#titagarhwagons
6
26
166
Mondelez india eyes bigger bite in indian biscuit market
Brands
Oreo
Cadbury chokobakes
Bournvita biscuits
Bournvita fills
#Mrsbectors
is the contract manufacturer of Mondelez india
#DidYouKnow
you know
Mrs Bectors is also Supplying cookies for IKEA india
7
16
170
PM : Will transform Indian railways beyond imagination in next 5 years
DFC : double speed , Big wagon to carry more goods
Modern locomotives 🚂
Vande bharat
Amit bharat
Namo bharat
Modern railway station
Maruti plans to dispatch 300000 cars through train.
Gati Shakti
4
14
168
L&T says
We have an order backlog of 3,60,000cr
"We will take contracts all at our term, at our price & way we wanted "
After 15 years infra sector has tailwinds
L&T was the leader of infra rally in 2004 to 2007.(50x in 3years)
3
13
168
Reliance is a proxy for India's🇮🇳 growth story.
Needed just 4× to be India's first trillion $ company.
8
8
162
Expect minimum 20,000 wagon order from railway this year
Expect 2000 to 3000 Cr wagon order from private sector
Capacity increased to 600 wagon/month from 200 wagon/month last year
Planning to increase 700 wagon/month by Q4
#jupiterwagon
Highest margin in the sector too
3
23
164
HFO refrigerants have much lower global warming effect than HFC
SRF is the only firm in india manufacturing 1234YF (an HF0)
Currently Dupont & Honeywell has monopoly (patent expiry by Cy2025)
US Plans by 2030 to phase out HFC.
It's a $17B opportunity by Cy 2030
#SRF
8
23
165
Besides Renewable, govt major push is into LNG sector.
Check out for major beneficiaries in Gas infrastructure space
Eg
Recently listed SME
#PrathamEPC
won a 497Cr pipeline order for 36 months
Compared with 50cr fy23 sales
That's the size of opportunities in Gas ⛽️
9
26
167
Told you so
Today BJP announced pipeline gas available to all households by 2029
Gas infrastructure is one of the main themes for next 5 years
Besides Renewable, govt major push is into LNG sector.
Check out for major beneficiaries in Gas infrastructure space
Eg
Recently listed SME
#PrathamEPC
won a 497Cr pipeline order for 36 months
Compared with 50cr fy23 sales
That's the size of opportunities in Gas ⛽️
9
26
167
17
21
163
Worlds leading Plastic Recycling machine manufacturer Starlinger
Announced that it had commissioned
2 starlinger lines in Warangal of 40,000 Tones
~ 14,000 filament yarn production
~ 26,000 food grade rPET resigns.
18% of India's PET Recycling ♻️ by
#Ganeshaecosphere
2
22
163
#Tubeinvestment
Owns 76% stake in Noida based Moshine electronics ltd
Which will commence manufacturing of Mobile camera modules
Revenue contribution nominal in Fy23 & gradual increase in FYI 24
6
9
161
#DidYouKnow
#GodrejAgrovet
has
India's largest Palm 🌴 oil plantation 75000 hectares & also India's largest crude Palm oil producer.
4
15
156
@unseenvalue
@BrianFeroldi
🧬 👨🔬👩⚕️💉💊🧪 - thermofisher
🐩 ' zoetis
🧬 -Biocon
⭕️ - laurus
🌋- neuland
🧂 - praj
🎨 -asian paint/ sudharsan
🐕 - sequent
🌱 🐴 💊- Hikal
🧬- syngene
🐈 - elanco
💉💊- JB chem
💊 👩⚕️- Apollo hospital
9
26
158
#jubilantingrevia
is world leader in vitamin B3 & domestic leader in vitamin B4
18 products in pipeline in nutrition & health supplements
#Nutraceuticals
(nutritional supplements) - large, growing addressable markets with powerful tailwinds
2
19
127
4
18
157
#Polycab
is now among Top 5 wires & cables companies in the world 🌎
Project leap is firing
I love management which walk the talk.
Its Proxy to India 🇮🇳 consumption
1
9
159
Coal India plans to achieve 1B production by 2026.
80,000 Capex for next 5 years.
Major beneficiary
Wagon manufacturer(huge demand for Coal wagons for transporting new Coal)
Explosives manufacturer (Coal mining)
11
14
157
All the Automobile companies in India 🇮🇳
#BajajAuto
is the most profitable company in India.(higher than Maruti,Tata,m&m,hero etc)
Highest ROCE.
Highest dividend yield too.
Most underrated Auto company 🛺.
6
11
153
#Genuspower
Wins 2,247Cr order for 24.18 smart meter.
RDSS scheme is a decadal opportunity
They also comes with 15year maintenance
Now order book above 11,000Cr
Singapore govt GIC is betting big on it
3
25
158
Diketene are used in
-Dyes & pigment
-Agrochemicals
-pharmaceutical
Around 50% of which is imported.
#jubilantingrevia
guided to achieve 8000 Tonnes(full capacity by Q4) four molecules.
Also developing niche molecule for Antimicrobial value added Diketene
~ High margin
5
18
152
#jubilantingrevia
today commisioned 25,000 tones per annum
Food grade Acetic acid manufactured from Green ethanol.
Offering first of it's kind product.
2
12
151
QSR is the hottest space in india
WOW!Momo raised 125Cr at a valuations 2,125Cr.
It has brands
WOW!Momo 🥟
WOW!China🍜
WOW!Chicken 🐔
It has 480 stores with expected revenue 450Cr for this fiscal.
It's an 🇮🇳 start up.
Urban eating habitate change is a decadal opportunity
9
15
154
Jubilant ingrevia is a giant in making 😇
Next decade belongs to it
North American Energy Drink Industry
~ US$15B market & the fastest-growing non-alcoholic
beverage category, expected to grow at 8.1% CAGR to
US$19.4 billion in 2024
~ Jubilant Ingrevia serve 20+ customers for energy drinks & breakfast cereals globally
21
79
538
8
20
151
Electrical Two wheeler & Car market "Too crowded"
#Tubeinvestments
Has 3rd largest electric three wheeler capacity 75000 🛺
E-HV 🚚 by Q4.
Leveraging group companies
Consumer EV financing by cholamandalam finance
Gears box & motors for EVs by Shanti Gears & Cg power.
5
13
151
Carlyle group invested 960Cr in Dec 2013 in
#medanta
Owns 25.66%
Sold 5.66% in pre IPO
Going to sell remaining 20% at IPO
Made 2,182Cr
Gets a 1.27× return in 9years.
Another successful exit after SBIcards(10.7× returns)
How much will they make in
Piramal ?
sequent ?
7
9
150
My top three Allocation with 45% is in this three shares.
All are Chemical names only.
Srf
Jubilant ingrevia
Hikal
I am most bullish on above
10
14
149
Indian railway brake market is
3000cr/year market
Dominated by Knorr-bremese & Faiveley transport
Jupiter wagon enters the market
2 Jvs with
Kovis for disc brake
Dako CZ for disc system
Both jvs begins operation.
Also acquires Stone India from NCLT.
#jupiterwagon
#jwl
6
16
148
#Salzer
enters smart meter production with a fully integrated manufacturing unit.
With initial capacity 4M units
Plan to scale upto 10M units in 2nd phase.
Production begins in q1 fy25.
Very good track record in manufacturing
RDSS scheme
Smart meter
8
15
148
#siemens
bagged 26,000cr locomotive 🚂 order for Indian Railway for 1200 units over 11 year period on Jan 23
Siemens along with
#BEML
bids for Vande bharat train sets 200 Vande bharat train 🚆sets(16 ongoing)
#Jupiterwagon
is on board as lithium ion🔋 vendor for simens
#JWL
2
17
146
Expecting 18,000cr order wins for smart meters in next 3 to 4 ( billing with in the period itself)
6000cr order on hand.
#Genuspower
Last year sales 808 Cr .
Opportunity Size is huge .
2
13
143
Recent orders given by Indian Railways
- freight wagon (90,000)
- kavach order
- remaining Electrification
- vande bharat
- ingenious wheels & Spring
- interior order of ICF
Etc
+Metros
Select Pvt Railways related companies has next 3 year dream sales & profitability
16
18
144
#Genuspower
Wins order worth 2207 cr smart meter order.
They already have 4000 cr+ order book.
RDSS scheme is a boon to the company.
It's extraordinary theme for next 5 years.
Catch them young.
7
15
144
Plan to in invest 1000cr Capex in 2 year
To raise 500 to 600cr for funding Capex
To set up wheel manufacturing with foreign tei up
Expect 1000cr revenue from brake & brake system
Margins are expected to much
higher current levels
#Jupiterwagons
Note
#jwl
has highest margins
4
19
144
Morgan stanely upgrade
#SRF
to overweight
Target to ₹3571 (earlier ₹2757)
Remains thier top pick in speciality chemical
One year sideways consolidation.
4
19
144
Bajaj finance , Bajaj finserv leaders of nbfc pack is coming back very strong.
Bajaj finserv split 1:5 & Bonus 1:1
( 1 = 10 shares)
Bajaj finance expecting tremendous growth next 2years.
Bajaj holding fires too.
All & All Bajaj day
5
8
143
Defence ship building is one of the biggest theme for next decade.
Check the orders given from shipyard.
You can find great business .
Eg.
Only one Valve manufacturer has approval from all the shipyards
Only two companies has approval for bulb bars
🚢 🇮🇳
10
19
143
If you want to be good investor.
Please Read Business new daily newspapers 📰 Regularly.
Make it a habit.
Over a period , you may begin understand & connect the dots.
More ideas 💡 can be found in newspaper 📰
10
3
140