Discover and read the best of Twitter Threads about #sonacoms

Most recents (8)

Hospital chain with an industry-high operating margin of 30%

🏥 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
🏥 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
Read 8 tweets
⚙️ 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 ⤵️
Sona Comstar is an auto ancillary company that supplies gears and motors to auto companies in India, North America, Europe, China, etc.

#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
Read 7 tweets
Losing money trading on news ?
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 :
#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
Read 13 tweets
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)
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.
Read 48 tweets
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
1/n

Table of contents & Disclaimer
Slides 01-03
2/n

Company Overview
Slides 04-07
Read 22 tweets
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
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
Read 24 tweets
#NewPosition - LONG in #SONACOMS at 558

1% stop Image
#SONACOMS

569

Free trade for me Image
#SONACOMS

Sold 1/3rd position at 572
(At 2.5 times risk gains)

Bought at 558 with a 1% stop Image
Read 3 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!