POLYPLEX @ 1874 Once untouchable, now a one-sided trend, that too without fanfare ""One more Chinese Bamboo Tree"" ----------------------- Still MCap ₹ 5823 Cr. whereas TTM Sales ₹ 5519 Cr || BS Size ₹ 6723 Cr || OP ₹ 1125 Cr OPM 20% NP 464 Cr
NIFTY @ 17026 So far, in this century, the maximum duration for the downtrend was 4 quarters only. It happened in 2008, 2011 & 2015. After 6 consecutive green quarters, (moved 148%, highest after 2010) this quarter, it is in red, one more month to go to complete this quarter.
Even after a year, The One Interesting Thing is still continuing... One Software Company MCap = Entire Pharma Sector MCap this time, 1 vs 102 TCS MCap ₹ 12, 84, 292 Cr. whereas Total Pharma sector MCap ₹ 12,82,868 Cr. --- Some dominance will never be relinquished.
TATAELXSI Its MCap growth was a leaner trend in the last ten years until last year, but it is only now getting large. Because it is only now that the market is paying attention to and understanding its electric vehicle adoption and digital environment.
TATAELXSI @ 6391 Both sales and OPM have been on an upward trajectory for the past ten years. During this time, sales climbed by 5X, with OPM increasing by 2.5X. Is there any other stock that has grown at this rate, both in terms of revenue & more importantly, in terms of OPM?
Parent comfortably overtook, based on the recent peak return as well as the last close. Hoping that this return difference will continue to grow in the future. --- CANFINHOME @ 645.40 & CANBK @ 219.55
MAHINDCIE @ 298+ After 6 years Yesterday it retested Aug 2015 peak price but after 6 years Business factsheet: The following is the difference between 2015 and 2021 business performance
BALAMINES @ 2978 Edge awaiting at 2875--2675
LAURUSLABS @ 462.20 Edge awaiting at 434--383
INDIACEM @ 230. if SUNRISERS plan for an IPO then why not CHENNAI SUPER KINGS?
GOLD @ $ 1825 In the last 4 months, it was in congestion mode, if it trades above $ 1834--1849, ready for a rally. After it rallied more than 60% in the last 2 years, this year, so far, it is in the resting mode. The present pattern set up is setting up for next year move.
TIRUMALCHM & NOCIL Today both companies board meeting for Q2FY22 numbers, coincident! Don't know what chemistry both the chem companies have !!! In the recent quarters, even though both toplines are the same but OPM & PAT are much higher in TIRUMALCHM. but the MCap?
TIRUMALCHM @ 282 today Q2FY22 numbers results depend upon the material cost%! Whether this quarter also they can maintain the same material cost % like last 3 quarters? that too with incremental revenue in this quarter! Quarterly numbers comparison btw IGPL & TIRUMALCHM
IGPL 863 TTM sales ₹ 1597 Cr | PAT ₹ 279 Cr. MCap ₹ 2658 Cr. in addition to that * ADVANCED PLASTICIZER Downstream project commenced today * Phthalic Anhydride - brownfield capacity expansion up to 25% at a cost of ₹ 345 Cr Why not be a doubler, at least?
In the Pharma intermediates space, One Interesting Thing: At present, DIVISLAB priced @ 5000+ coincidentally all other notable 6 stocks in this space are priced @ 500+. But DIVISLAB is valued almost 50% more than the combined 6
GNFC @ 454 BS Size ₹ 8400 Cr with nil debt || FY21 OCF ₹ 1884 Cr. TTM sales ₹ 6700 Cr || OP ₹ 1660 Cr || OPM 25% PAT ₹ 1080 Cr. now available at ₹ 7054 Cr MCap.!!! ---- Sole Manufacturer of TDI in India with a market share of 70% rest 30% is imported.
TTKPRESTIG @ 11133 fist time in its life closed @ 5 digits Mar. 2003 low 5.60 Oct. 2021 HIGH 11499 2000 Times in 18 years. A very few have this kind of growth during this century. One Interesting Thing: In this stock, most of its growth came in this decade only.
DMART Q2FY22 sales ₹ 7789 Cr MCap to Sales - 38 Times RELIANCE RETAIL Q2FY22 sales ₹ 45426 Cr. So, in this method, it can be valued @ ₹ 17.25 lac Cr whereas RELIANCE total M-Cap itself ₹ 16.66 lac Cr which includes ENERGY, RETAIL & TELECOM.
One Interesting Thing: LTI MINDTREE LTTS have a strong and high stake promotor whereas LT has no promoter
LT @ 1846 (total MCap ₹ 259K Cr.) whereas its stake in the listed 3 software subsidiaries (LTI MINDTREE LTTS) themselves are valued at 177K Cr. So standalone LT is valued at 82K Cr. It's standalone BS SIZE 148 K CR | SALES 73K Cr. | OP 7.3 K Cr. | OCF ₹ 8.3K Cr. !!!