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Sakir  Profile picture
@sakir_saiyed_
Jun 26, 2021 • 21 tweets • 18 min read • Read on X
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
IT Service oriented

#tcs
#hcl
#infy
#happiestminds

IT software & product oriented

#tanla
#intellect
#subex
#tataelxsi

Pharma

#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical

Chemical

#pidilite
#alkylamines
#navinfluorine

Niche

#rajratan
#saregama
Platform

#iex
#cdsl
#irctc

Other good businesses

#aplapollo
#relaxo
#dmart
#titan
#jubiliantfoodworks
#tatamotors
#bkt
#laurus
#IEX
#Syngene 🧬
#rajratan
#saregama 🎵 🎶
#AplApollo
#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)
#pharma🧬💉💊⭕️
#Prajindustries
#DeepakNitrite

Rise of Deepak Nitrite Image
#sequent Image
#Books 📚 thread Image
#happiestminds thread Image
#neuland 🌋 thread Image
#hikal thread Image
#JBChemical

Image
#investing 👌🏻 Image
#intellect thread Image

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More from @sakir_saiyed_

Sakir  Profile picture
Jun 28, 2021
#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
Sakir  Profile picture
Jun 27, 2021
Pharma 🧬💊⭕️ thread
Read 6 tweets
Sakir  Profile picture
Jun 26, 2021
#syngene 🧬 Image
#2021 #annualreport
Read 5 tweets
Sakir  Profile picture
Jun 26, 2021
#LaurusLab 🧬⭕️ thread Image
Image
Read 15 tweets
Sakir  Profile picture
Jun 26, 2021
#IEX thread Image
#iex
Read 5 tweets
Sakir  Profile picture
Jun 26, 2021
#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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