More from Tar ⚡
Guess the Sector, that this company operates in.
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
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
To see the bull case for #IEX one needs a bit of imagination on their side :)
Market always moves to the cheaper alternative, slowly at first, then all of a sudden.
Market always moves to the cheaper alternative, slowly at first, then all of a sudden.
As more and more companies look towards the ESG factors, IEX would be a potential beneficiary.
— Kharanshu Parikh (@Kharanshu) August 7, 2021
Source: Suven Pharma\u2019s Annual Report
\u2066@itsTarH\u2069 pic.twitter.com/sRdMIAMaVP
Its the weekend!
Grab a cup of coffee, today I will tell you about all the tools and services I use in my investing journey
Some are free, some are paid but all of them are guaranteed to deliver value
Lets dive right in!
Service # 1
Name: @Regulation30
Type: Paid
Regulation30 is my go to source to hunt for exchange filings that are worth studying further
This is also the source where I get lot of special situation ideas that aren't that widely known
Every day thousands of filings are made over the exchange, among them only a handful are worth studying
Regulation 30 filters out the noise and sends me a daily email of every exchange filing that is worth reading
Here is a snapshot of the email they sent me yesterday
Apart from the newsletter, there is a Slack community where founders of Regulation30 routinely share great insights into less known companies
Service # 2
Name: CapTwist
Type: Free
Wouldn't it be cool if you could search across all exchange filings of all companies via keywords or phrases and join them together as a theme?
Well, CapTwist does just that!
https://t.co/9mwFRPZkws
Grab a cup of coffee, today I will tell you about all the tools and services I use in my investing journey
Some are free, some are paid but all of them are guaranteed to deliver value
Lets dive right in!
Service # 1
Name: @Regulation30
Type: Paid
Regulation30 is my go to source to hunt for exchange filings that are worth studying further
This is also the source where I get lot of special situation ideas that aren't that widely known
Every day thousands of filings are made over the exchange, among them only a handful are worth studying
Regulation 30 filters out the noise and sends me a daily email of every exchange filing that is worth reading
Here is a snapshot of the email they sent me yesterday
Apart from the newsletter, there is a Slack community where founders of Regulation30 routinely share great insights into less known companies
Service # 2
Name: CapTwist
Type: Free
Wouldn't it be cool if you could search across all exchange filings of all companies via keywords or phrases and join them together as a theme?
Well, CapTwist does just that!
https://t.co/9mwFRPZkws
Most of the indices are entering oversold territories
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
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