Believer in equity, an opportunist- special situations, turnarounds, cyclical, compounder, Not registered advisor. Opinions shared are personal.
Bought Apollo tyres in the month of July, one of the key reason which lead to investigate on tyre industry was this tweet where @safiranand mentioned about returns by Ceat. Apollo had done lot of capex, ran into several problems, ROE, ROCE downturn
Minda corp looks very promising in the auto ancillary space.
Auto 2 wheeler segment Suprajit engineering -- There is good recovery from July. August saw record sales for the group and that trend continues in September. Fiem industries --sales for the month of August increased by 4% yoy. Capacity utilization is around 77%
Happy teachers day @safiranand @BMTheEquityDesk saurabh mukherjee, rakesh jhunjhunwala, @Amit_Jeswani1 @gauravgsgs @Gautam__Baid @porinju @megabaggers @nooreshtech
Apollo tyres. There is a high probability that ROE will improve in next few years as auto cycle picks up and there capex of last 3 yrs start yielding results..
Auto sector has bottomed out. Many stocks are just looking for very small triggers to move. Previous multi-baggers are worth researching. Minda industries 2014 to 2018 was a 50 bagger Sundaram clayton 2009 - 2017 more than 100 bagger
There are some more like IDFC first bank, axiscades, gokaldas exports, mgmt change has improved the performance and efficiency of the company significantly but there are other external factors which is affecting the company and stock price.
Motilal oswal group does wealth creation studies every year. 19th Wealth creation study was on 100x the power of growth in Wealth Creation. Here stocks like granules, suven , shilpa, aarti drugs, dcb, tata elxsi were mentioned for studying @unseenvalue
Wow !!! Granules India -100 bagger in 12 yrs from 2008 lows. I entered the stock only in 2016 after the 100 bagger study of MOSL though, gained more conviction from knowledge shared by @unseenvalue @punitbansal14
Sequent Scientific - Sales increasing almost every quarter sequentially from June 2017
Neuland labs - Getting its mojo back, margins highest compared to last few yrs & expanding. Unit III bigger than I and II is ready for commercialization. Backed by Malabar Fund, Vijay Kedia. Started accumulating. Detail thread by @KevalAshar
Good thread on Shilpa Medicare, have been accumulating from past few months. Very promising, optionality in Biologicals, Oral Dissolving Films & Transdermal products. Thanks @drprashantmish6
Suprajit engineering - consistent compounder, well diversified HDFC and DSP mf increased stake Marcellus Little Champs Portfolio Good research report by East India Securities Chairman has decided not to take any salary until normalcy returns, employees have taken cut 5-30%
LT foods(Daawat) - Looks promising Essential business at life highs Promotor increased his stake from 56.17 to 56.8 moving towards branded business, organic foods Debt reducing from last 5 yrs Partnership with SALIC can open opportunities in middle east. Kari kari -HealthySnacks
Bought MAS financial services 1/4th of my quantity, plan to slowly add more during the next 6 months. Company has sufficient liquidity proven compounder, promotor has bought very recently too
MAS financial services looks good