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Nov 21, 2021 โ€ข 9 tweets โ€ข 6 min read โ€ข Read on X
What if stocks could talk to each other? ๐Ÿค”
- but, only through memes ๐Ÿ˜‰

Comment/retweet to us. We'll go first (1/8)
#investing #stockstowatch #stockmarkets

#SBI to #YesBank - Image
#AdaniGroup to #ITC -
(3/8)
#PSU stocks to all other stocks -
(4/8) Image
A fresher's conversation with an experienced -
(5/8) #Paytm #paytmlisting #PayTmIPO Image
#InfoEdge to #Zomato -
(7/8)
#ITC to all other stocks -
(8/8)
Now, it's your turn.

Flood the comments with your creative intelligence ;-)

โ€ข โ€ข โ€ข

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More from @myfinology

Nov 13, 2023
Many retail investors believe high PE carries risk. So they go for low PE stocks, assuming they are undervalued.

What they don't understand is that a stock's current value reflects the company's future growth. ๐Ÿ“ˆ

Confused? ๐Ÿค”

Here is a must-read thread for you ๐Ÿงต๐Ÿ‘‡
Please keep in mind that the examples used in this thread are solely for the purpose of illustrating how market values stocks, and no stock recommendations are being made here.

Now, let's discuss Aditya Birla Fashion and Trent. ๐Ÿ‘‡
In December 2018, ABFRL had a PE of around 75, and Trent's PE was around 90.

Both had significantly high PEs five years ago.

When comparing their performance, Trent generated a CAGR return of around 50%, whereas ABFRL hardly generated any returns.

What could be the reason? Image
Read 17 tweets
Oct 6, 2023
Termites ate cash worth โ‚น18 L ๐Ÿ˜ฑ

A woman in UP kept โ‚น18 lakh in her bank locker, saved for her daughter's wedding.
When she checked, the money had turned to dust, consumed by termites.

Will she get back her money? ๐Ÿค” Image
Simply put- NO!

The RBI advises customers to use lockers for keeping valuable items like documents and jewelry but not
cash.
How can you save yourself?

Deposit the money in a savings account and opt for an auto-sweep facility.
It will help you to -
โ— Earn extra interest with safety
โ— Withdraw it anytime you want.
Read 6 tweets
Nov 24, 2022
Hospital chain with an industry-high operating margin of 30%

๐Ÿฅ ๐—ž๐—œ๐— ๐—ฆ

A thread on why we do not recommend the stock โคต๏ธ
Krishna Institute of Medical Sciences (KIMS) is a multispeciality hospital chain dealing in cardiology, oncology, neurology, etc.

#business #sonacoms
๐Ÿฅ Industry overview -

17-18% strong CAGR growth is expected from the industry due to:

โ€ข Increasing life expectancy
โ€ข Rise in lifestyle diseases
โ€ข Govt's increasing healthcare expenditure
Read 8 tweets
Nov 22, 2022
โš™๏ธ Sona Comstar

India's market leader in auto motors, gears and a bet on the rise of EVs globally

A thread on why we still did not recommend the stock โคต๏ธ
Sona Comstar is an auto ancillary company that supplies gears and motors to auto companies in India, North America, Europe, China, etc.

#business #sonacoms
Strengths:

โ€ข Increasing global market share in gears and starter motors
โ€ข A dominant and evolving presence in EV parts
โ€ข Supplies to emerging & developed global markets
โ€ข Expanding product portfolio and customer base
Read 7 tweets
Nov 14, 2022
Why we liked Apollo Pipes but never recommended it?

โœ… > 20% revenue 5yr CAGR, highest among top five peers

โŒ Operating margin of 12-13% as compared to industry's 16-17%

More reasons in this thread โคต๏ธ
โœ… Company increasing its revenue share from high growth and high margin CPVC pipes

โŒ Faces stiff competition from bigger players eyeing the CPVC market like Astral, Prince, etc

#business
โŒ 55-60% revenue concentration in UP & Rajasthan only

โŒ Inability to pass on fluctuation in raw material prices to customers

#pipeline
Read 8 tweets
Nov 12, 2022
Why we liked Amara Raja Batteries but never recommended it?

โœ… India's 2nd largest mfg. of lead-acid batteries, mostly used in vehicles; but...

โŒ No usage in electric 2w & 3w and rising env. concerns regarding lead batteries

More reasons in this thread โคต๏ธ
โœ… With $1Bn capex, expanding to Li-ion batteries that are preferred for EVs

โŒ Li-ion batteries require much more techno-chemical expertise and new ways of mfg., unclear if Amara can imbibe

#ElectricVehicles #vehicles
โŒ Li-ion batteries amount to > 50% of the cost of EVs, so auto cos. may produce it in-house (Tata, M&M, Ola already exploring)

#business
Read 8 tweets

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