Subi Profile picture
5 Mar, 9 tweets, 7 min read
#brightcom (high risk high return)
CMP: 10.45

Target: 10-25-50% / 2x / 4x / higher
SL: 7
Timeframe: 2-5 yrs

Best Buy range: 7-9

Allocate 1-2% of #Portfolio

Analysis in Comments

Please do your due diligence

#brightcomgroup #StockMarket #NSE #BSE #StocksToWatch #bcg

👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location

Business Segments:
👉New age Technologies

👉Debt was biggest concern which is solved recently
👉CG issues (this is improving but keep 👀 on it)
👉Huge Promoter holding pledged
Why price of #brightcom crashed in 2016?
➡️Lost Lycos to Daum in US court
➡️Subsidiary Ybrant filed for bankruptcy in US
Both of these led to huge debt & price has never recovered since then

Things have improved since & with consistent perf, #bcg is bound for Re-rating

Overall #brightcomgroup paid 350 cr in principal, penalty & interest to become virtually debt free. All this from internal accruals over past few years. Closed Axis Bank loan recently Image
#brightcom Q3FY21 Conf Call
-B Local product doing well in US newspapers #market
-Line of Credit: restructuring this process for moving forward in business & acquisition
-New office in Berlin
#brightcom Q3FY21 Conf Call
-Mgmt looking for organic & inorganic growth
-Promoter pledged will start getting revoked since becoming debt free
-Recent equity dilution was done to mediate business working & other things (here is CG issue where things aren’t transparent)
Considering #brightcom not transparent on usage of money from equity dilution, some of it could have used for debt payment

#bcg with Debt free status, can it increase the shareholder value with better LOC & Growth?

Next couple yrs seems very interesting

#StockMarket #Analysis

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More from @subi_sa

7 Mar
✨Potential Multibagger✨
CMP 717

Target: 25-50-75%/2x/higher
SL: No SL as #LongTerm #Investment

HDFC Life is Buy on all dips
#Invest in parts
Best buy range: 500-700

Please do your due diligence

#StockMarket #NSE #BSE #Insurance #HDFC

▫️HDFC Group - Good Management
▫️High Promoter holding 60%
▫️Debt free
▫️High Margin
▫️High Market Share and increasing
▫️Good Digital platform (Mkt reach)
▫️Integration with various partners
▫️Renewal Premium Growth
▫️Strong Revenue and Profit growth

▫️Insurance penetration low (Opportunity)
▫️Life Expectancy increasing leading to Insurance opportunity
Read 5 tweets
7 Mar
CMP 338

Target: 375/425/450
SL: 284/250 as per risk appetite
Timeframe: 12/18 months
Allocation: 2-3%

Buy 25% CMP & Rest on dips

Analysis in comments

Please do your due diligence

#StockMarket #Copper #Aluminium #NSE #BSE @Hindalco_World #nifty50 #sensex

⚙️Record Q3FY21 Revenue & Profit based on good market, synergies from integration & better operational excellence
⚙️Good Mgmt
⚙️Global leader in Aluminum
⚙️Global operations across 10 countries
⚙️Bet on Kumar M Birla

⚙️Increased demand in Beverage Can, Automotive, Logistics & Specialty (housing, electronics, packaging, construction)
⚙️Aerospace isn’t performing but post COVID, demand is expected to increase
⚙️Mgmt said no plans for another acquisition even if good
Read 8 tweets
6 Mar
#MGL #MahanagarGas
CMP ₹1219

Target: 1300/1400/1500/higher
SL: No SL for #Investment. For ST keep 900

Buy on dips
Best Buy range: 1000-1100

Only for #patient #longterm #investor

Please do your due diligence

#StockMarket #NSE #BSE #gas #Investing #Invest

🔗Expanding CGD network and new business areas for PNG CNG
🔗Consistent promoter holding 32.5%. GoM holds 10%
🔗Distributor in prominent city of Mumbai and surrounding areas
🔗Improving business prospects post COVID

🔗Reasonable valuation and consistent dividend payer 3% yield
🔗Experienced Management
🔗Debt free
🔗Increasing cash flows
🔗Positive guidance of revenue and margin expansion by Management
🔗Low crude oil price is positive
Read 6 tweets
27 Feb
Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders @CNBC

#StockMarket #WarrenBuffett #Investing #Invest #Stocks…
#WarrenBuffett #BerkshireHathaway #AnnualLetter

Summary by @CNBC

Buffett says 'never bet against America' in letter noting company's U.S. assets…
Read 4 tweets

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