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 :-
— Saket Reddy (@saketreddy) November 21, 2020
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)
More from Saket Reddy
HATSUN at 1000. The unseen compounder in this space. People looking at PE went with Parag & Prabhat, whereas this guy has been compounding wealth since the last couple of decades, surely should be doing something right!
On the chart, ABC Breakout on 1% Box Size chart. https://t.co/nHmunGNJ5a
On the chart, ABC Breakout on 1% Box Size chart. https://t.co/nHmunGNJ5a
Don't get shocked by looking at HATSUN.
— Saket Reddy (@saketreddy) December 9, 2020
The stock has gome Ex-Bonus, you get 1 share for every 3 shares held.
Stock is up 10% today after bonus.
Massive wealth creation happening.
Don't be surprised to see it trading above 1000 even after bonus. https://t.co/ztXMGyTdwh
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