#TweetStorm - #Stocks - Prefer avoiding stocks in public foum, given the last couple of years have been terrible, so do your own research and risk management. Do add yours also to the thread. Talking what nobody wants to talk today.
#WelspunCorp – Market Cap of 4000-4500 cr with an EBIDTA of 1000-1200 cr and to be net debt free by year end and all the geographies firing with promoter not tendering in buyback at 135 seems an interesting case for re-rating.
#BanswaraSyntex – 200 cr market cap. 160 cr operating profit. 65 cr pat. 1350 cr topline. Peak Capacity for 1500 cr topline. Net Debt 350-400cr. Reducing average 30-40 cr debt every year. New independent director.
Thematic - #BrokingCompanies - The consolidation is here and the #sector seems priced for no growth. Interesting companies to study - #MotilalOswal, #IIFLSec ( 50-55 cr rental income gives stability), #EmkayGlobal ( High Cash on Books). Will keep adding on the thread.
Interesting Note on #IIFLSecurities -
https://twitter.com/phoenixcapindia/status/1235850342207647745
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