BC EXPLEO

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Nigel D'Souza
@Nigel__DSouza 2 years, 9 months ago 367 views

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Expleo Solutions stock on 🔥

Highlights of interaction with management 👇

💻Expect merged co revenues to touch $100m by FY23

💻 Guides for high teens growth for next 18-24 months

💻 Margin band of 20% to 22%

#StockMarket #Nifty

More from Nigel D'Souza

Nigel D'Souza
@Nigel__DSouza

In Past 1 year various Commodities & Chemicals have spiked & fired up quite a few stocks 🔥

Let’s look at how the stocks have performed vs the commodity / chemical price move from May 2020 - May 2021 🚀

Listing down a few points on each in the below thread 👇

Steel +80%

JSPL +303%
Tata Steel +300%
JSW Steel +334%
SAIL +340%

✔️Strong Chinese demand & focus on reduction in carbon emissions.
✔️Domestic Steel prices still at a 15% discount vs imported
✔️Top 5 Cos increased market share
✔️Cos continue to deleverage their balance sheets

Gold 12%

Muthoot Finance & Manappuram Finance +50%

✔️Increased loan book growth as they lend more & get operating leverage
✔️Reduced auctions of pledged Gold = less NPAs
✔️RBI relaxed LTV for gold financiers to 90% from 75% = level playing field for Banks & NBFCs

Silver & Zinc +50%
Lead +35%

Hindustan Zinc +120% [only silver play in 🇮🇳]

✔️Silver contribution EBITDA likely to hold above 25% vs historic 15% to 20%
✔️Silver gets a higher multiple (10x EV/EBITDA) vs Zinc-Lead (7x EV/EBITDA)
✔️Healthy cash balance & solid dividend paying

Copper +80%

Hindustan Copper +700%

✔️Only direct beneficiary of rising Copper prices
✔️Hindalco & Vedanta exposure is limited to ‘TcRc margins’
👉TcRc: Treatment Charge and Refining Charge

👉Need to note that: GOI + LIC + Institutions hold 90% in co so float is limited

Nigel D'Souza
@Nigel__DSouza

🚨Markets for You🚨

1. Dalmia Bharat bought 20% in IEX 4 yrs back for 500cr. Street questioned asset allocation😵

2. In May 2021
Dalmia sold 4.5%, recovers 500cr. Street happy with unlocking💰

3. Today Dalmia has 15.5% stake value=2600cr
Skeptics 👉should have held full 20%

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Nigel D'Souza
@Nigel__DSouza

Have explained “Indian Energy Exchange” tat is IEX 👇

Have explained the prospects , the valuation picture & also the risks up 👇

Do have a look 👀

#StockMarket #Nifty

Nigel D'Souza
@Nigel__DSouza

Tatasteel Q2FY22 is likely to be 💪

👍India price is +3k/tn vs Q1FY22
👍Europe EBITA/tn will see a surge in spreads from Q2FY22 onwards
👍Guides for significant debt reduction

#StockMarket #Nifty #TataSteel

Nigel D'Souza
@Nigel__DSouza

Presentation on Easy Trip Planners – EaseMyTrip ✈️

✈️ Big winner since listing, Mcap now 💵 1 billion
✈️ New age theme but a profitable one
✈️ Making money & paying dividends
✈️ Continuously gaining market share

#StockMarket #Nifty

@EaseMyTrip

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Neera Arya was born on March 5 1902 in Khekra Nagar, Uttar Pradesh in a distinguished & eminent businessman Seth Chhajumal's family. Since her childhood,

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300 MARATHAS against 10000+ ADIL SHAHI TROOPS

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Valour, loyalty and sacrifice!

Baji Prabhu Deshpande was one of the most able lieutenants of Shivaji. He sacrificed his life defending Shivaji in a heroic last stand known as the "Battle of Pavan Khind" in which his force was hugely outnumbered.(1)

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