JBCHEPHARM at 20x FY23 EPS is a much safer and a better buy than a conventional FMCG Player like HINDUNILVR with no significant reinvestment moat and single digit earnings growth.
The difference here is that JB can still reinvest bulk of its cash flows at a similar/higher ROIIC.
The cash compounding machine JBCHEPHARM does 42% ROCE ex cash, EBITDA Margins at 27.4%, I as an investor would be happy if they maintain margins in mid 20s.
— Saket Reddy (@saketreddy) June 15, 2021
FY21 EPS of Rs. 58, you are getting a company growing at > 20% since the last 5 years at < 1 PEG and 26x TTM Earnings. pic.twitter.com/5u4u0C5MpK
More from Saket Reddy
Double Top Buy above 2233.36 daily close on 1% Box size chart. https://t.co/Grtz9Pi3vU
MINDTREE
— Saket Reddy (@saketreddy) December 22, 2020
The company is an international information technology consulting and implementation organisation that delivers business solutions through global software development.
DTB above 1619.22 daily close on 3% box size chart, DTB active on 1% chart. https://t.co/dhQmouQ9Wt pic.twitter.com/g8Rgz7fA0A
Plotting sales CAGR for few gems in #chemicals, #pharma and #FMCG
— jeevan patwa (@jeevanpatwa) July 14, 2021
Majority has 20Y CAGR > 10Y > 5Y => growth is decelerating as base becomes big...
only outlier being #Deepaknitrate where
20Y CAGR < 10Y < 5Y => accelerating growth... pic.twitter.com/ewpFeKmxQo
Double Top Buy above 7904.58 daily close on 1% Box size chart. https://t.co/v7IfC9FlEE
BAJFINANCE
— Saket Reddy (@saketreddy) February 4, 2021
Double Top Buy & Super Pattern - Bullish triggered on today's close above 5440.8 on 3% Box size chart. https://t.co/5roCSY2sLV pic.twitter.com/lBBzzTZUVy
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#ArudraDarisanam
Unique Natarajar made of emerlad is abt 6 feet tall.
It is always covered with sandal paste.Only on Thriuvadhirai Star in month Margazhi-Nataraja can be worshipped without sandal paste.
After removing the sandal paste,day long rituals & various abhishekam will be https://t.co/e1Ye8DrNWb day Maragatha Nataraja sannandhi will be closed after anointing the murthi with fresh sandal paste.Maragatha Natarajar is covered with sandal paste throughout the year
as Emerald has scientific property of its molecules getting disturbed when exposed to light/water/sound.This is an ancient Shiva temple considered to be 3000 years old -believed to be where Bhagwan Shiva gave Veda gyaana to Parvati Devi.This temple has some stunning sculptures.
Alain Merieux, who owns bioMerieux, was instrumental in the creation of the Wuhan Institute of Virology P4 Lab.
The same people who helped create the virus, also helped to create the vaccines...
Moderna partnered with French Pasteur Institute in 2015 to develop mRNA vaccine technology.
Pasteur Institute partnered with the Wuhan P4 Laboratory in 2017 along with the Merieux Foundation to study emerging viruses...
https://t.co/yFsHwrNYaK
https://t.co/9M5lydBKhM
Nobel prize winning scientist Luc Montagnier asserts that Sars-Cov-2 is man-made and originated from the Wuhan Institute of Virology.
Montagnier did extensive work with the Pasteur Institute in France which was partnered with the Wuhan P4.
Merieux Foundation & the Chinese government have worked together since 1965, and partnered to study emerging pathogens in Africa in 2015.
Their research included "PATHOGENS CARRIED BY BATS" that provoke respiratory diseases.
🚨🚨🚨
https://t.co/gVwpT0ssqI