Discover and read the best of Twitter Threads about #Sonacoms
Most recents (9)
Neil, the IPOBase strategy you shared in your newsletter - which was shared by your friend - was popularized in India by my research which was published in March 2021. It is actually O'Neil's work, but had never been popularized here because no one ever did a #deepdive on it. (1)
But #IPOBase in not only about buying the high of the listing week. It is infact an extremely poor interpretation of the work.
A strategy is not only limited to a setup, what makes it effective is when you manage it according to its nature & potential. (2)
A strategy is not only limited to a setup, what makes it effective is when you manage it according to its nature & potential. (2)
The entire fintwit community took the setup from my research - which was done on all IPOs listed since 2017 and parts of it was published on twitter - but didn't paid attention to the trade management rules which resulted into underperformance for them. (3)
Hospital chain with an industry-high operating margin of 30%
🏥 𝗞𝗜𝗠𝗦
A thread on why we do not recommend the stock ⤵️
🏥 𝗞𝗜𝗠𝗦
A thread on why we do not recommend the stock ⤵️
Krishna Institute of Medical Sciences (KIMS) is a multispeciality hospital chain dealing in cardiology, oncology, neurology, etc.
#business #sonacoms
#business #sonacoms
🏥 Industry overview -
17-18% strong CAGR growth is expected from the industry due to:
• Increasing life expectancy
• Rise in lifestyle diseases
• Govt's increasing healthcare expenditure
17-18% strong CAGR growth is expected from the industry due to:
• Increasing life expectancy
• Rise in lifestyle diseases
• Govt's increasing healthcare expenditure
⚙️ Sona Comstar
India's market leader in auto motors, gears and a bet on the rise of EVs globally
A thread on why we still did not recommend the stock ⤵️
India's market leader in auto motors, gears and a bet on the rise of EVs globally
A thread on why we still did not recommend the stock ⤵️
Sona Comstar is an auto ancillary company that supplies gears and motors to auto companies in India, North America, Europe, China, etc.
#business #sonacoms
#business #sonacoms
Strengths:
• Increasing global market share in gears and starter motors
• A dominant and evolving presence in EV parts
• Supplies to emerging & developed global markets
• Expanding product portfolio and customer base
• Increasing global market share in gears and starter motors
• A dominant and evolving presence in EV parts
• Supplies to emerging & developed global markets
• Expanding product portfolio and customer base
Losing money trading on news ?
Here is how they TRAP you ! ❌
An eye - opening thread 🧵
Here is how they TRAP you ! ❌
An eye - opening thread 🧵
We all know how these new channels trap innocent retail in their news spiral and provide exit to select entities.
Its widely spread but no-one speaks about it. So i decided to track these channels and their calls from past 4-5 days.
Some examples below :
Its widely spread but no-one speaks about it. So i decided to track these channels and their calls from past 4-5 days.
Some examples below :
#FSL AT 9:39 WAS GIVEN AS SELL WITH SL 122 (INTRA)
IT MADE A BOTTOM AT 9:40 AND BY EOD TOOK AWAY SLs ON ITS WAY
IT MADE A BOTTOM AT 9:40 AND BY EOD TOOK AWAY SLs ON ITS WAY
Sona BLW Precision Forgings Ltd. (SONA COMSTAR)
#SONACOMS
Annual Report 2021 Elec-thread ⚡🧵
RETWEET FOR MAX REACH
Let’s put the plug into 5 sockets: 🔌
1. Company
2. Industry
3. Products
4. Strategy
5. Risks
(Not a Recommendation)
#SONACOMS
Annual Report 2021 Elec-thread ⚡🧵
RETWEET FOR MAX REACH
Let’s put the plug into 5 sockets: 🔌
1. Company
2. Industry
3. Products
4. Strategy
5. Risks
(Not a Recommendation)
First, let’s understand a mental model called VALUE MIGRATION. Simply put it means the migration of value from obsolete businesses to new more effective businesses. This was first introduced by Adrian Slywotzky, an American professor of Ukrainian descent in his book by the same
name ‘Value Migration’.There are numerous examples of industries or businesses where value has migrated to new or better business or product. One which all can relate to is the music industry. From gramophone to streaming online, we have migrated far & so has VALUE.
Sona Comstar
Sona BLW Precision Forgings Ltd
Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.
Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.
#sonacoms
Sona BLW Precision Forgings Ltd
Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.
Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.
#sonacoms
1/n
Table of contents & Disclaimer
Slides 01-03
Table of contents & Disclaimer
Slides 01-03
2/n
Company Overview
Slides 04-07
Company Overview
Slides 04-07
WE INITIATED COVERAGE THREAD OF @sonacomstar WITH A LINK TO OUR RESEARCH ABOUT THE COMPANY IN OUR SUBSTACK
#SONACOMS #SONABLW #StockMarketindia @sunjaykapur @vivek_vikram
resglostocks.substack.com/p/sona-comstar
#SONACOMS #SONABLW #StockMarketindia @sunjaykapur @vivek_vikram
resglostocks.substack.com/p/sona-comstar
In the period of July to September, EV accounted for 7% of the total number of vehicles registered with the Delhi government's transport department, while CNG vehicles accounted for 6%, official figures showed
livemint.com/auto-news/regi…
#SONACOMS @sonacomstar #StockMarketindia
livemint.com/auto-news/regi…
#SONACOMS @sonacomstar #StockMarketindia
