Discover and read the best of Twitter Threads about #radicokhaitan

Most recents (7)

In last 4 Months I have suggested 40 Stocks. Here, I am trying to figure out how much money💸💸 would have become by Investing Rs 1 lakh in each of the 40 stocks.
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury
➡️Recommendation Date of #FMCG Stocks is 3 July
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
Read 7 tweets
Radico Khaitan Analysis!!

A detailed thread 🪡🧵
#StockMarket #Investing
About -

Radico Khaitan Limited (RKL) is one of the oldest and the largest manufacturers of Indian Made Foreign Liquor in India. Formerly known as Rampur Distillery, RKL commenced its operations in 1943 & over the years, emerged as a major bulk spirits supplier today.
Location Wise Break-up -

Radico Khaitan earns over 90% of it's revenue from India.
Read 24 tweets
Globus spirits - Business Analysis

A great play on ethanol theme?

Sometimes I drink water to surprise liver, But can Globus spirits surprise with its performance?

A thread🧵
#globussprits #unitedspirits #diageo #radicokhaitan #investing #stocks #nse
2) Story/ theme

- Contract Manufacturing
- Ethanol blending
- Premiumization of spirits
3) About Company
It is engaged in manufacturing of IMIL, IMFL, bulk alcohol, hand sanitizer & franchise alcohol blotting

It's a unique 360° business model with forward & backward Integration
Read 17 tweets
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵....
Read 4 tweets
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

Read 4 tweets
Recently bought #GlobusSpirits. I see good value in this counter, can give multifold returns in 2-3 yrs.

Broad summary:

1. The company has paid off 110 Cr debt in 4 years
2. Debt reduced from 252 Cr to 142 Cr
3. Doubling the capacity from 140 to 280 KLPD in WB
4. Paying debt & increasing capacity- very good sign
5. Currently running at 100% Capacity
6. Margins have improved in last 4 yrs (8% to 20%)
7. Cash has gone up to 58 Cr
8. Present across the value chain
9. Supplier of hand spirit to FMCG player
10. Got pan India access due to merger with Unibev
11. Huge scope to grow in franchise bottling
12. Globus today stands where #RadicoKhaitan was 4 years back (7x rise in market cap).
Read 10 tweets
#CommonSenseTrading tells me.. with all the pent up demand for alcohol on 31st Dec... Will liquor stock prices go up? #ChartsforFUN

P.S. please take this thread with a pinch of salt. I am in no way promoting consumption of alcohol.

Some #PartyStocks on my radar
CMP 299

This stock has always been on my radar valuation wise.
Best small cap in this space.
Attractive P/E and P/BV
Sales & CFO improving.

CNH formation on Daily
Double bottom on Weekly
Charts look very promising!

CMP 572
A portfolio grade stock for sure.
Very reasonable compared to its Parent Co.
Charts look good for MT as well.. as it has given a fresh BO on weekly charts (wait for tomorrow's close to confirm)

Read 6 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!