Thread by @dcoolsam

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)

https://twitter.com/dcoolsam/status/1300014897095487494

#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)

#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)

#NAVINFLUOR - Carbon credits, leader in flurochem, CRAMs business picking up well
#JSLHISAR - Steel boom bcoz of Govt initiatives
#ESSELPACK - World leader, Prxoy to FMCG and Pharma, New promoters
#DEEPAKNTR - Phenol plant, Anti dumping duty
#IRB - Rising toll collection

(4/n)

#CDSL - Superb Q result, Market leader, Rising DEMAT accounts
#IBVENTURES - Buyback plans
#VAIBHAVGBL - Record sales, good Q result
#IDEA - Few players left, increasing ARPUs, new investments
#UFLEX - Packaging products demand bcoz of lockdown globally, Strong numbers
(5/n)

#INDIAMART - Unique business, strong results, Negative working capital business
#JUBILANT - Specialized Pharma, Pharma boom, CRAMs
#JINDALSTEL - Steel boom bcoz of Govt initiatives
#ITI - Proxy to telecom boom
#SEQUENT - Market leader in Animal Pharma, New MNC promoters

(6/n)

#PERSISTENT - AWS business, debt free, Alliances with Amazon, Dell, IBM.
#POLYMED - Business leader in India, Very few medical devices companies in India
#BDL - Big defense sector boom coz of Govt initiatives

(7/7)