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kumar saurabh Profile picture
@suru27
Sep 9, 2020 • 10 tweets • 9 min read • Read on X
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#AR2020 #Polymed Very good read if one wants to understand changing landscape of domestic medical decides industry. This is one of better sector internationally with wealth generation history. Options limited in India with poor history like optocircuits ImageImageImageImage
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More from @suru27

kumar saurabh Profile picture
Nov 5
#IEX Fundamentals, Technical and the other data, a🧵:

IEX has been coming up with great results but market is anticipating coupling fear and hence stock is falling. This is the common perception.
Is this the case, let us deep dive? Image
Was curious to check which institutions are selling because if I blindly look at charts - then all we see is stoploss. Something very interesting came out. First thing, looking at screener, looks like FIIs and DIIs are buying and retail is selling. Also, evident in falling count of retail investors. So, who is moving the prices down?Image
Such a market cap stock can be moved up or down only by institutions. Given FII data is quarterly available but mutual fund data is monthly available, looked at the mutual fund data and here is the interesting stuff Image
Read 9 tweets
kumar saurabh Profile picture
Oct 24
#Onwardtechnology #Q2FY25 #ConcallInsights

An 18–20-page conference call the beginning of the year getting compressed to 10 page at the end of the year with growth stagnating and a 50 PE valuation biting the dust - ER&D is also not secular.

If last 3 cycles of Tata Elxsi did not teach it, let Onward technology 1st cycle teach it #ScientificInvesting

Is it end of new beginning?

Some positives and some negatives from the concall covered in this thread

Why business took a hit?Image
Are things turning around?Image
Hiring is on and capabilities are being builtImage
Read 8 tweets
kumar saurabh Profile picture
Sep 2
Chemical Sector

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

1/6 Image
💡 Companies delivering > 15% Sales growth

2/6 Image
💡 Companies delivering > 15% PAT growth

3/6 Image
Read 6 tweets
kumar saurabh Profile picture
Jun 20
#tatamotars had its investor day.

💰Sharing key industry insights from its investor presentation which every investor tracking automotive sector must go through

➡️CV volumes expected to grow at 4-5% CAGR Image
➡️What drives CV industry: DFC and fuel prices should be tracked from risk perspective for CV industry Image
➡️Leading Megatrends: ADAS, Connected, Electrification, Software, Technologies - NG,BEV, FCEV, H2 ICE Image
Read 15 tweets
kumar saurabh Profile picture
Jan 17
#HDFC A thread on history

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 thenImage
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. Image
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. Image
Read 14 tweets
kumar saurabh Profile picture
Nov 13, 2023
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 Image
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession). Image
💡 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) Image
Read 10 tweets

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