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Most recents (19)
#Dixon Tech Q4 FY23 Concall Updates :
- Margins expanded by 130 bps YoY due to change in sales mix, operating leverage, cost optimization & efficiency measures across all businesses &
via @YouTube
- Margins expanded by 130 bps YoY due to change in sales mix, operating leverage, cost optimization & efficiency measures across all businesses &
via @YouTube
implementation of strategic price hikes across ODM business of washing machine & lighting.
- Strengthened balance sheet with reduction in gross debt by ₹223 Cr in the same period, net debt now at ₹68 crores, with net debt to equity of 0.06 as on 31st December 2022.
- Strengthened balance sheet with reduction in gross debt by ₹223 Cr in the same period, net debt now at ₹68 crores, with net debt to equity of 0.06 as on 31st December 2022.
- Improved ROCE & ROE to 26.3% & 22.3%, respectively, as on 31st December '22.
- Revenues from Consumer Electronics were low about 39%, led by 17% lower volumes as Diwali was 1 month earlier.
- Co getting into new product categories, like the starting strips & rope lighting.
- Revenues from Consumer Electronics were low about 39%, led by 17% lower volumes as Diwali was 1 month earlier.
- Co getting into new product categories, like the starting strips & rope lighting.
#Syrma #Kaynes #Dixon #PGEL
#EMS market is set to grow at +30% CAGR for at least next 5 years from ₹1,469Bn to ₹6,000Bn by FY27.
🧵 on some spl. business insights from Q3FY23 concall & other sources
@soicfinance @ishmohit1
1 can't miss this decadal opp.
Retweet♻️ & Like👍
#EMS market is set to grow at +30% CAGR for at least next 5 years from ₹1,469Bn to ₹6,000Bn by FY27.
🧵 on some spl. business insights from Q3FY23 concall & other sources
@soicfinance @ishmohit1
1 can't miss this decadal opp.
Retweet♻️ & Like👍
There are 2 models that business generally follow:
1. Low Value High Mix (LVHM) - eg. consumer
2. High Value Low Mix (HVLM) - eg. Industrial
This data suggests both type of businesses are set for long-term high growth.
1. Low Value High Mix (LVHM) - eg. consumer
2. High Value Low Mix (HVLM) - eg. Industrial
This data suggests both type of businesses are set for long-term high growth.
This is a crowded space with Indian and large MNC players. However, the industry as a whole is set to grow exponentially and established players who can achieve scale & offer wider capabilities stand to win bigger + mgt. are saying they are just scratching the surface ryt now.
You can save LAKHS of your capital by knowing this simple concept of parabolic/vertical move in stocks.
The 90 degree angle inflection point in a stock is a signal to book profit.
Collaborated with @AdityaTodmal
The 90 degree angle inflection point in a stock is a signal to book profit.
Collaborated with @AdityaTodmal
1/ What is a parabolic move?
A parabolic move occurs when the speed at which the stock’s price goes up increases exponentially.
In other words, a parabolic stock is a stock that starts going up really fast.
A parabolic move occurs when the speed at which the stock’s price goes up increases exponentially.
In other words, a parabolic stock is a stock that starts going up really fast.
2/ #IRCTC example:
Monthly TF:
Back to back 6 green candles (each candle represent a month here), so no profit booking has happened.
The angle towards the end of the upmove became much steeper i.e. 90 degree.
Such moves are highly susceptible for a bend in the trend.
Monthly TF:
Back to back 6 green candles (each candle represent a month here), so no profit booking has happened.
The angle towards the end of the upmove became much steeper i.e. 90 degree.
Such moves are highly susceptible for a bend in the trend.
Our ace chartist @bbrijesh posts the Index chart in his video. Let us understand on how he creates this index in Tradingview to analyze the charts. #Index #TechnicalAnalysis #charting
Thread On Industrial Progress Of Andhra Pradesh In Last 2.5 Years
#HBDCMYSJagan #HBDYSJagan
#HBDManOfMassesYSJagan
#HBDCMYSJagan #HBDYSJagan
#HBDManOfMassesYSJagan
కొప్పర్తి సెజ్ - రాయలసీమకు పారిశ్రామిక మణిహారం !
6914 ఎకరాల్లో కొప్పర్తి ఇండస్ట్రియల్ హబ్ ని నిర్మిస్తుండగా.. 3155 ఎకరాల్లో మౌలిక వసతుల నిర్మాణం పనులు శరవేగంగా పూర్తయ్యాయి
ఈ నెల 23న కొప్పర్తి సెజ్ ను ప్రారంభించనున్న సీఎం
#HBDYSJagan #HBDCMYSJagan
#HBDManOfMassesYSJagan
6914 ఎకరాల్లో కొప్పర్తి ఇండస్ట్రియల్ హబ్ ని నిర్మిస్తుండగా.. 3155 ఎకరాల్లో మౌలిక వసతుల నిర్మాణం పనులు శరవేగంగా పూర్తయ్యాయి
ఈ నెల 23న కొప్పర్తి సెజ్ ను ప్రారంభించనున్న సీఎం
#HBDYSJagan #HBDCMYSJagan
#HBDManOfMassesYSJagan
🔸 విశాఖలో రూ. 2500 కోట్ల తో నిర్మిస్తున్న ATG Tyres మానుఫ్యాక్చరింగ్ ప్లాంట్ పనులు శరవేగంగా సాగుతున్నాయి
★ 2014 రాష్ట్ర విభజన తర్వాత ఉత్తరాంధ్రలో నిర్మిస్తున్న అతి పెద్ద ప్రాజెక్ట్ ఇదే
#HBDYSJagan #HBDCMYSJagan
#HBDManOfMassesYSJagan
#HBDManOfMassesYSJagan
★ 2014 రాష్ట్ర విభజన తర్వాత ఉత్తరాంధ్రలో నిర్మిస్తున్న అతి పెద్ద ప్రాజెక్ట్ ఇదే
#HBDYSJagan #HBDCMYSJagan
#HBDManOfMassesYSJagan
#HBDManOfMassesYSJagan
#Didyouknow
Dixon Technologies Ltd. is the largest home-grown design-focused and solutions company engaged in manufacturing products in the consumer durables, lighting and mobile phones markets in India?
Follow this extensive thread.
#dixon #stockmarkets #fundamentalanaysis
Dixon Technologies Ltd. is the largest home-grown design-focused and solutions company engaged in manufacturing products in the consumer durables, lighting and mobile phones markets in India?
Follow this extensive thread.
#dixon #stockmarkets #fundamentalanaysis
1)It is also a leading Original Design Manufacturer (ODM) of lighting products, LED TVs and semi-automatic washing machines in India.
As an ODM, it develops and designs products in-house at its R&D center.
As an ODM, it develops and designs products in-house at its R&D center.
2)It manufactures and supplies these products to well-known companies in India who in turn distribute these products under their own brands.
Thread on #PDSMultinational A unique platform business model in the Textile sector.
The company design, souces & finace all kinds of textiles from 540 unorganized Asian manufacturers and supply to branded players in EU-USA. That's the platform business
The company design, souces & finace all kinds of textiles from 540 unorganized Asian manufacturers and supply to branded players in EU-USA. That's the platform business
The company started its own manufacturing in Bangladesh, India, and Sri Lanka. Doubling their Bangladesh capacity this year. #Dixon of textile in making.
Company finance & help debottleneck their sourcing partner, thus increase efficiency and reduce cost & time
Company finance & help debottleneck their sourcing partner, thus increase efficiency and reduce cost & time
Company operates three segments: Design-Sourcing, Manufacturing & Financing
OPM has improved from 1% to 5% in the last 5 years, which suggests the company is now well established
The company reduced debt by 260 Cr in last year
OPM has improved from 1% to 5% in the last 5 years, which suggests the company is now well established
The company reduced debt by 260 Cr in last year
Low-risk, High-return stocks are what we look for relentlessly
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
But many of them we know but ignore
some of them don't grab financial headlines
Here are 10 low-risk, high return stocks (that we ignore):
What I mean by “high-return”?
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
These stocks have OUTPERFORMED the market:
💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO
These are all long-term winners that will keep on winning
What do We Mean by “low-risk”?
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
A combination of:
❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
#Dixon key beneficiary of GOI PLI scheme
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Through its subsidiary Padget electronics, Dixon made 2 applications for phones costing < 15000 ,70% India mobile mkt share
Incentive of 4 to 6% under PLI subject to a cap
Total investment 200crs ,50 cr/yr till 2025
#dixontechnologies
Post expansion revenue share of mobiles to jump to 44 from 12% currently
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
Ramp up capacity from 3 mn today to 15-16 mn over next few yrs ,aim for revenue 28-30000 crs over next 5 yrs
In talks 3 large players
Set top boxes, delivered 5.2 lakh to jio,dish,Citi
Order book 0.3mn/mon
#amberenterprises Q2fy21 concall transcript
Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
GOI banned import of refrigerant fill ACs, approx 30% of fully built RACs were imported mkt size 4000 crs , atmanirbhar bharat initiative,oppurtunity for domestic RAC players
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
#amberenterprises completed QIP 400 cr in Q2fy21, money used for debt repayment,capex,WC ,acquire additional 20% stake in Sidwal,company ready to grab mkt share in RAC
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
#PLISCHEME #GOI
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel
Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel
Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
#Thread of the top 3 stocks, sector wise
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Health care
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
Biotech
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
This weekend is for me to celebrate. I recovered all my 3 years loss including corona. Let me tell my story. I was doing great till 2017 end. Was part of the small/mid cap rally and in nutshell paid SCG of nearly 3 lakhs. And then things turned around badly 1/n
Then from there I was part of the crash of small/midcap. Portfolio was fully into small stocks which cannot withstand the headwinds. I jumped from one stock to another like a monkey and intensified the loss. 2/n
Then came the election I decided to take advantage of the situation and to recover my loss, I indulged in futures and options during election time. my political predictions were wrong and made huge loss. To put into perspective, I cagr of my 13 years of market became 1-2% 3/n
- Company is vertically integrated but now will provide more solutions.
- Capacity expansion of LED bulbs is executed
- #dixon to enter into outdoor lighting like street lights.
- Capacity expansion of LED bulbs is executed
- #dixon to enter into outdoor lighting like street lights.
Mobile phones
- Delivered 2.5 million phones in the month of July
- Capacity to be increased to 700k phones per month.
- #lg phones order book seems to be healthy
- set top box order book can generate revenue of 1000 crores and will show it as a separate category
- Delivered 2.5 million phones in the month of July
- Capacity to be increased to 700k phones per month.
- #lg phones order book seems to be healthy
- set top box order book can generate revenue of 1000 crores and will show it as a separate category
- Has entered into a contract with large global brand to produce Smartphones for there international demand.
- #dixon is in talks with one more large brand which can be a Game changer for the company.
- #dixon is in talks with one more large brand which can be a Game changer for the company.
#Dixon Technologies Concall at 4:30pm
We would be providing live updates and key highlights of the Conference call.
Stay tuned.😀
@drprashantmish6 @KushalGupta44 @blitzkreigm @prathod2008 @MMayankmatru @AEHarshada @varinder_bansal @marketst0day
We would be providing live updates and key highlights of the Conference call.
Stay tuned.😀
@drprashantmish6 @KushalGupta44 @blitzkreigm @prathod2008 @MMayankmatru @AEHarshada @varinder_bansal @marketst0day
Q1 numbers were quite badly impacted due to the pandemic.
- shutdown mode from 22nd March to 3rd May.
- Some factory operated from 30 to 40 days last quater.
- Despite nil production in April and may, all the labor cost were paid
- Focus was towards reducing fixed costs
- shutdown mode from 22nd March to 3rd May.
- Some factory operated from 30 to 40 days last quater.
- Despite nil production in April and may, all the labor cost were paid
- Focus was towards reducing fixed costs
-April month had nil revenue.
May was recovering period
In June company were back to normal production.
- July - 250,000 television were manufactured.
- Company has even extended the capacity.
- Delivered 13 millions LED bulbs in July
- For washing machine - very bad quater
May was recovering period
In June company were back to normal production.
- July - 250,000 television were manufactured.
- Company has even extended the capacity.
- Delivered 13 millions LED bulbs in July
- For washing machine - very bad quater
New Position: #DIXON
Long @ 5114
Shakeout+Breakout/Volatility expansion expected.
Risk 0.6% on portfolio
Long @ 5114
Shakeout+Breakout/Volatility expansion expected.
Risk 0.6% on portfolio
Strong move!!
Another way to create a new position or add to an existing one (Pyramiding), known as Squat!
Read on:
Read on:
Bought #Dixon using 4 to 8 weeks breakout method using the weekly time frame.
The stock went below the breakout line & stayed lower for a few days (Daily frame). Came back up above the line again which is where I bought more. Imagine the legs exercise behaviour, Squat.
The stock went below the breakout line & stayed lower for a few days (Daily frame). Came back up above the line again which is where I bought more. Imagine the legs exercise behaviour, Squat.
#AFFLE
Cup & Handle breakout on the daily frame. The stock went below the breakout line and stayed lower for a few days. I bought when it came back again & 'closed' above it. Another squat behaviour.
Cup & Handle breakout on the daily frame. The stock went below the breakout line and stayed lower for a few days. I bought when it came back again & 'closed' above it. Another squat behaviour.
