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Shalin Shah Profile picture
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7 Nov, 22 tweets, 18 min read
Sona Comstar
Sona BLW Precision Forgings Ltd

Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.

Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.

#sonacoms
1/n
Table of contents & Disclaimer
Slides 01-03
2/n
Company Overview
Slides 04-07
3/n
Company Overview
Slides 08-10
4/n
Management Overview
Slides 11-14
5/n
Management Discussion & Analysis
Slides 15-18
6/n
Management Discussion & Analysis
Slides 19-21
7/n
Product Offerings
Slides 22-24
8/n
Company's Strategic Priorities
Slides 25-28
9/n
Company's Strategic Priorities
Slides 29-32
10/n
Company Snapshot
FY21 numbers & Data snapshot
Slides 33-36
11/n
FY21 numbers & Data snapshot
Slides 37-39
12/n
Q2FY22 & H1FY22 numbers
Slides 40-43
13/n
Q2FY22 & H1FY22 numbers
Other Data
Slides 44-47
14/n
Other Data
Slides 48-51
15/n
Points of Contention
Slides 52-54
16/n
Technical Aspect
Slides 55-57
17/n
Conclusion & Estimates
Slides 58-61
18/n
Conclusion & Estimates
Slides 62-65
19/n
Conclusion & Estimates
Slides 66-69
20/n
Conclusion & Estimates
Slides 70-73
21/n
Conclusion & Estimates
Slides 74-75

This concludes an exhaustive presentation on Sona Coms.

Hopefully have been able able to connect some dots and create better understanding of the company.

#investing
#technofunda
#Investment
#StockMarket
#stocks
#Fibonalysis

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Shalin Shah Profile picture
11 Sep
Confidence Petroleum India Ltd

Let us see why we can have a look at this smallcap stock for our portfolio and have exposure to the CNG vertical which company is embarking upon.

Sharing a presentation prepared via thread as option for uploading pdf or ppt is not there in twitter ImageImage
1/n
Company Overview ImageImage
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Snapshot of key ratios to get a basic idea of valuations. Not looking at PE ratio in isolation Image
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Shalin Shah Profile picture
21 Aug
1/n
We will understand why Logarithmic charts should be used for Technical Analysis over Arithmetic charts

Traders looking to capture short-term price movement may prefer Arithmetic(linear) scale charts.

#TechnoFunda
#StockMarket
#metals
#StockMarketindia
#stocks
2/n
The problem with linear scale is when zoomed out to view long-term price history it can make the chart look parabolic or scary to retail investors. Commonly, when a security's price range over the period being studied is greater than 20%, a log scale chart should be used.
3/n
Long-term charts consisting of X years should also be plotted on the log scale. This becomes even more important when charting growth stocks. Log scale help investors visualize a nice consistent uptrend while softening chart volatility which in turn helps take out emotion.
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15 Jul
Colgate-Palmolive India Ltd
Annual Report FY21 Summary

Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.

Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!

A Thread
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Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
2/n
Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
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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.
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Shalin Shah Profile picture
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
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Shalin Shah Profile picture
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

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