My core portfolio and business tracking thread...

Growth

#laurus
#deepaknitrite

Compounder

#astral
#polycab

Financial

#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance

FMCG & Consumer/Discretionary

#tataconsumer
#hul
#structuralchange

🎶 - Saregama

🧬 - Syngene (biologics)

🪔 - Deepak nitrite

🔌 - IEX ( Power exchange)

🐶 - Sequent scientific ( animal pharma )

⭕️ - laurus labs ( API cdmo Pharma )

🏦 - Intellect design ( Manages financial s/w)

🧰🏙️ - APL Apollo (building materials)
#investing 👌🏻 Image

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More from @sakir_saiyed_

28 Jun
#Praj thread
Praj is not just an Ethanol Play. Found this bit to be the best, creating mind map of optionalities requires in-depth understanding and use of knowledge from multiple domains... @ishmohit1 @soicfinance @unseenvalue 👌🏻🤟🏻💯
Unseen Trends in Biotechnology by Mr. Sajal Kapoor
Read 19 tweets
26 Jun
#Syngene 🧬 Way Forward:

The year ahead offers positive prospects reflecting the strong fundamentals of the global biopharmaceutical industry against a backdrop of potential further disruption due to the second wave of the pandemic. Image
1. The extension of our strategic collaboration with Bristol Myers Squibb until 2030 will provide scope for new areas of R&D within that relationship.
2. We have initiated multiple expansion and capability-building initiatives. The phase-III expansion of the Hyderabad laboratory is ongoing and will offer capacity for an additional 300 scientists.
Read 7 tweets

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