Promised to share my portfolio, so here it is.
None of this is investment advice, please do your own research. I may choose to exit, reduce or add anytime to these.
More from Tar ⚡
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
@drprashantmish6 @Investor_Mohit
— Arun Choudhary FCA (@YOUNGBRUJ) July 9, 2021
1) Information on cement sector in India
India at 550 MTPA is the 2nd largest cement producer globally. Expected to move to 650 MTPA by 2025E pic.twitter.com/GqtcSk03TU
Take small cap index for example
Whenever Monthly RSI is below or around 40, the index bottoms out
We are getting there.
If I had 50% cash, I would have deployed some in beaten down stocks where earnings growth is intact. https://t.co/t5WwgH1V5o
I have more than 50% cash but still worried if this is a good time. Will invest 20% by EoY
— Tamil Metaverse (@TamilMetaverse) June 21, 2022
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3rd time for me personally
Every sector (Manufacturing, Textiles, Foods, Consumer Products, Materials & Renewable Chemicals, Life Sciences and so on will be impacted by Bioeconomy. Must study ... !)
— Conviction | Patience (@unseenvalue) July 28, 2021
Industry 5.0 Vision 2 \U0001f9ec @soicfinance
[Explained from timestamp 2:41:38 onwards]https://t.co/qgXiH9PdBH
#Bicara presented clinical data from the lead immunotherapy program, BCA101, at ASCO 2021 - June 2021
— Punit (@punitbansal14) June 17, 2021
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Unseen Bicara Pipeline\U0001f9ec https://t.co/bMhtUEnw0C pic.twitter.com/cz6V5BLeuc