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Categories Srlearnings

7 days 30 days All time Recent Popular
Saket Reddy
Saket Reddy
@saketreddy
Everything housing is moving now, previously it was mainly the ancillary plays like Pipes, Ceramics, Adhesives and Cement. Now we have the home builders, CGD's, HFC's, MDF, Laminates, Sinks, etc..

The Home Building Theme has just broadened itself and is moving in top gear!

The best ways to play the real estate revival theme instead of buying the home builders :-

1. Ceramics (CERA, KAJARIA)
2. Pipes (ASTRAL, SUPREME, APLAPOLLO)
3. Paints (ASIAN, BERGER)
4. Cement (JKCEM, SHREEC)
5. Construction Chemicals (PIDILITE)
6. Electricals (POLYCAB, HAVELLS)

— Saket Reddy (@saketreddy)
November 21, 2020
SRLEARNINGS
Saket Reddy
Saket Reddy
@saketreddy
Spend a couple of hours on this 👇!

The bet is on Mr. Yugal Sikri turning the trajectory of the business completely, what a legend he's been in the domestic pharma industry!

https://t.co/HDarniLCTH
SRLEARNINGS
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