TRIGGERED!
KOTAKBANK
— Saket Reddy (@saketreddy) February 4, 2021
Double Top Buy above 2051.18 daily close on 3% Box Size chart & Double Top Buy above 2022.32 daily close on 1% Box size chart. pic.twitter.com/7bCL7N72ai
More from Saket Reddy
Just stay the course and this superb management with a prudent capital allocation abilities will compound your wealth over the long term!
PIIND
— Saket Reddy (@saketreddy) February 7, 2021
The case for Reinvestment of cash flows through Capex or Diversification into sectors with similar/higher Incremental ROIC & Asset turnover and growth prospects rather than pumping out bulk of the cash through dividends, hence earnings compounding at a much higher rate. pic.twitter.com/KJAhbIc1zv
The industry further has potential to capture incremental opportunity of 4500-5000Cr low-end plywood market. https://t.co/Cre3xVUNqu
![](https://pbs.twimg.com/media/FF56BsDVEAYlzfg.jpg)
GREENPANEL would grow earnings at 15-20% CAGR over the next 3-5 years with ROCE & Margin expansion once they commision the de-bottlenecked capacity in FY22 and the brownfield AP CAPEX in FY23/FY24.
— Saket Reddy (@saketreddy) October 14, 2021
Huge runway for growth, industry structure (both MDF & RE) turned for the good! https://t.co/jFTZCwhNMS
GREENPANEL had 1,400 dealers (retail business) as of FY21 and added 250 dealers in 6MFY22. Target to
increase this to 2,200 by FY23.