Action Construction Ltd - ACE

Stock is showing good upmove with a 3 year breakout on back of tailwind in sector and strong volumes.

Company is guiding for 20-25% growth in FY22 with 13-14% margins!


1/n

Input costs tackled by price increase of 5-7% of their products.

Seeing upcoming capex in Metros, Rail & Real Estate.

Cranes: 63% market share. Target is make it 70% as utilization increases from current 50%


Above video credit to original creator
2/n

FY21
Highest revenue-1227 cr
OPM-119 cr
PAT: 80 cr
EPS: 7.03
CFO: 86 cr
Fixed Assets: 429 cr

WHV-EAM International Small Cap Equity Fund added 12.93 lakh shares at 230.70/share recently.
3/n

Keeping FY22 outlook in mind, we can expect stock to cross 275-300 in medium term and aim for 375-400 in longer term. Can be good add on dips till 200-175.

Attached technical chart gives stock outlook based on trends and patterns. Rounding Bottom seen in chart.

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More from @Fibonalysis

10 Jan
Indigo Paints IPO
indigopaints.com

Should we apply for this IPO AT:

129X at 1360/share with 10.49 EPS(FY20)
114X at 1360/share annualized EPS(FY21)

OR:

177X at 1860/share(GMP-500)

Face Value: 10

Let's deep dive a bit into the company & Indian Paint Industry
1/n

Objective of the IPO
2/n

Average cost of acquisition by promoter & selling shareholders
Read 26 tweets
19 Sep 20
Mishra Dhatu Nigam Limited
#midhani
midhani-india.in

This PSU gem should be a part of our portfolio. Let us understand the key factors which make this company special like the special alloys it makes!

Cons:
PSU Enterprise
OFS Overhang
Scalability Capped

#Fibonalysis
1/n
Market Cap: 3,848 Cr.
Reserves: 771.04 cr
ROCE: 20.44 %
ROE: 17.64 %
Face Value:10.00
Debt to equity:0.14
Days Payable Outstanding:91.27
Days Receivable Outstanding:152.27
Inventory Turnover Ratio:0.26
Debtors Turnover:2.19
Current Ratio:2.17
OPM: 23.24%
NPM: 22.41%
EPS: 8.53
2/n
Established- 1973
Located- Hyderabad, India

MIDHANI has been set up to achieve self-reliance in production and supply of various super alloys, special steels and materials to Defence, other Strategic Sectors such as, aerospace and energy.
Read 24 tweets
3 Sep 20
Stovec Industries Ltd.

Let's try and understand why this company can be a good passive bet in our portfolio.

spgprints.com/spgprints-grou…

Stovec is part of Netherlands based SPG Prints, a leader in integrated printing solutions

spgprints.com

#TechnoFunda
#Fibonalysis
1/n
SPG Corporate video at a glance


SPG group is a leading provider of integrated solutions for rotary screen printing in the textile, label and industrial markets across the globe.
2/n
Stovec has evolved into a global leader in the rotary screen-printing technology.

Stovec's business is broadly segregated into two segments in the textile printing industry:
Capital goods & Consumable
Read 20 tweets
16 Aug 20
Mayur Uniquoters
mayuruniquoters.com

#Mayuruniquoters
#TechnoFunda
#Fibonalysis

Play on Automotive & Footwear industry growth.

Let's understand why we should keep this company in our radar and invest for good real upside in 2021 end-2022 onward
1/n
Market Cap: 1,140 Cr.
Reserves: 555 cr
Face Value: 5.00
ROCE: 18.12 %
ROE: 14.43 %
Debt to equity: 0.06
Days Payable Outstanding: 52.53
Days Inventory Outstanding: 160.29
Days Receivable Outstanding: 67.05
EPS: 15.47
Debtor Turnover Ratio: 3.7
Inventory Turnover Ratio: 17.95
2/n
The global synthetic leather market size: 2019: USD 29.2 billion
Projection by 2027: USD 52.96 billion
It is projected to expand at a revenue-based CAGR of 7.8% during the forecast period.

Mayur Uniquoters: Leading manufacturer of Artificial Leather/PVC Vinyl in the world
Read 24 tweets
5 Aug 20
Goodyear India

#GoodyearIndia
#TechnoFunda
#Fibonalysis

Presence in India: 90 years+
Number of Plants: 02 (Ballabgarh and Aurangabad)
Tyres supplied to: Passenger Car Segment (pioneer in introducing tubeless radial tyres in this segment) & Farm Segment
1/n
Goodyear manufactures automotive tyres viz. farm tyres and commercial truck tyres at its Ballabgarh plant. It also trades in “Goodyear” passenger car tyres (Radial) for Consumer business which are manufactured by Goodyear South Asia Tyres Private Ltd (‘GSATPL’), Aurangabad.
2/n
Other products which the Company markets and sells include tubes and flaps.
Sales performance during the year:
Tyres: 1654.19 cr
Tubes: 86.60 cr
Flaps: 0.31 cr
Consumer replacement business delivered a strong performance by growing faster than the industry in FY 19-20.
Read 21 tweets
30 Jul 20
Honeywell Automation India Ltd

#HoneywellautomationIndiaLtd
#Honaut
#TechnoFunda
#Fibonalysis

Let's gather some insights on an excellent company which is a prime candidate for PF addition on dips.

FY19-20 Annual Report summary:
1/n
(1) Principal Business Activities of Company
Manufacture of Electronic systems & components: 56%
Repair & Maintenance: 31%
Trading of machinery, equipment & supplies: 13%
2/n
(2) The Company continues to focus on operating cash flows, has no outstanding borrowings and it believes that the working capital is sufficient to meet its current requirements.
(3) There were 3,310 permanent employees on the rolls of Company as on March 31, 2020.
Read 18 tweets

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