Starting a thread. Purpose is to capture relevant data on industry size across industry. We can put interesting charts, visuals, now from various sources here. Adding one on healthcare . Please #sectorname n post images or numbers along with source. Making first contribution :)
For Chemicals Sector, based on Q1FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?
🧵to answer all such questions to help to filter interesting ideas for research
Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.
Ask guys 5 years back, how was HDFC treated in market then
Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year.
Is the future going to be different and is stock going to underperform big time on growth?
HDFC Bank (keeping merger aside) has added employes and branches at 22-24% growth rate in FY23 vs FY22.
Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24
💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession).
💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession)