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The Tycoon Mindset Profile picture
@tycoonmindset05
Jan 15, 2022 • 7 tweets • 2 min read • Read on X
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Potential Multibagger stocks on the basis of techno funda divided in 3 categories

a. Share Price, Sales & Profit at all time high
b. Sales & Profit ath but not Price
c. Dark horses

Sectors covered

Automobiles
Banks
Bearings
Cables
Capital goods (electric & non electric)

🧵👇
Automobiles

Tata motors (invested)
Banks

Companies in our watchlist
SBIN
Axis Bank
Canara bank (invested)
Indian Bank
Federal Bank
Union Bank
Indian Overseas Bank
Bearings Sectors

Schaffler india (invested)
Cables Sectors

Our Watchlist companies
Dynamic Cables
Polycab
FInolex cables
Capital Goods: Electric

Our Watchlist companies
ABB india
TD Power (recently invested)
Voltamp Transformers (invested)
Apar industries
Kec international
Triveni turbine (invested)
Salzer electric
Modison Metal
Capital Good: Non Electric

Our Watchlist companies
Elecon engineering
Swaraj engines
Denora India
Gee ltd
HAL
BEML
Gmm Pfaudler
Isgec heavy
Ador Fontech

• • •

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More from @tycoonmindset05

The Tycoon Mindset Profile picture
Jan 22, 2024
Jindal Saw conducted Q3 FY24 conference call on 17 January 2024

Here are the key highlights from the call👇👇👇 Image
Business Overview:

- Co. was able to deliver highest results for the quarter & from past few quarters co. is able to breach its benchmark performance.

- Subsidiaries are also performing very well especially the Abu Dhabi is doing exceptionally well.

- Q4 is usually the strongest quarter for the co.
Financial Performance:

- Compared to Q3 FY23 there was other income of 113 crores however, this quarter this other income of 113 cr is not there that tells that development has been more steeper.

- Main factor that is helping in growth of co. is that the commodity prices have stabilised.

- Water sector contributes around 68% of income, oil & gas sector contributes 28% while other sector contributes 4-5%.
Read 6 tweets
The Tycoon Mindset Profile picture
Jan 17, 2024
HDFC Life Insurance Co. Ltd Conference Call Q3 FY24 (13th January, 2023)

@dmuthuk

Here are the key highlights from the Earnings conference call👇🏻👇🏻👇🏻 Image
• Key Highlights:

- Continues to rank amongst the top 3 life insurance amongst the individual and group businesses

- QoQ sequential APE growth was 8%, which is lower than expectations due to slower pace of recovery in ticket sizes above 5L but ticket sizes upto 5L has grown well at 17%

- Massive allocation in equity market due to the buoyant market

- Co. witnessed postponement in demand for specific cohorts due to the prevalence of high short term interest rates

- No. of policies sold continues to clock a healthy growth of 9%

- Ticket sizes above 5L saw a significant drop in wealth channel but the percentage of wealth channel overall is low and co. is seeing a reversal in all their bank partners channels for this ticket size growth

- Avg ticket size remained stable despite the impact on high ticket size business

- Growth from tier 2 and tier 3 markets remain strong witnessing double growth of the co.

- Product mix remains balances with non savings and participating products at 28% each, ULIP at 32%, Annuity and Protection at 7% and 6% respectively

- Private market share stood at 19% overall for 9 months FY24

- LIC has been very calibrated in the way they’ve approached pricing and underwriting for all categories of product and co. believes they would continue on that pathImage
Image
• Click 2 Achieve - New product introduced in FY23

- Product has been received well across channels

- Garnered INR 100cr within 4 weeks of its launch

- This is co. 2nd 100cr in a month blockbuster product co. launched this year
Read 5 tweets
The Tycoon Mindset Profile picture
Oct 15, 2022
Defense Sector : Techno Funda Analysis

We have analyzed all the Defense sector cos. [abv. Rs. 500cr. Market cap] on Techno Funda basis

Here are the potential stocks to watch out for.

[RT for max reach 🙏]

🧵👇
BEML

- There is seasonality in sales. June sales were ATH compared to previous June results

- Co. was not able to outperform in March 2022 hence share price has remained volatile & sideways

- Share price can easily break its ATH if it gives improved results in coming quarter
Cochin Shipyard

- Co. has given exceptional sales in March however June 2022 sales were less than June 2019

- Share price is rising and is near its 4 year ATH.

- If sales improve in coming quarters then it can break its 4 year ATH price
Read 15 tweets
The Tycoon Mindset Profile picture
Aug 20, 2022
Paper sector : Techno Funda Analysis

Many paper companies have given one of the highest ever sales & profit.

We have analyzed all the paper cos. [abv Rs.100crs Market Cap.] on Techno Funda basis.

Here is the watchlist of Potential Multibaggers.

[RT if found useful🙏]

🧵👇
West coast paper

- June quarter is mostly muted. But, this June result is exceptional. Sales and Op. profit are ATH

- Co. has broken its 4 year all time high and has risen more than 35% after results.

- New entries will have an inherent risk. But the stock is at fair valuation
JK Paper

- Co. has been performing consistently great in last 4 quarters by giving ATH sales and profits

- Recent June result is exceptional. However, the company has broken its ATH & its ATH price time frame is only few months.

- New entrants would have to consider some risk.
Read 12 tweets
The Tycoon Mindset Profile picture
Jul 24, 2022
Auto Ancillary sector : Techno Funda Analysis

We have divided all the Auto ancillary cos. on Techno funda basis (more than 1k cr market cap)

Here is the Potential watchlist of cos. to be watched out during upcoming results
1. Sharda Motors

- Share price is almost at all time high (ATH) & has broken its 5 years ATH

- March results were at all time high. Even though June quarterly results come less than that of march

- If June results are better than of June 21 then the share price might rise.
2. Shanthi Gears

- Company broke its 7 years All time high few months ago

- Last 3 quarter's results have been coming at an all time high sales and profit.

- June results. if they are better then share might have a chance to rally more.
Read 18 tweets
The Tycoon Mindset Profile picture
Mar 1, 2022
Thread on Newly listed loss making Unicorns

@RajeevThakkar Sir on the recent FoF meeting at @PPFAS has shared his learning on recently listed IPO's

Key highlights and our Inputs

Thread
🧵👇
Most of loss making IPO, after their debut has shown huge wealth destruction. Investors post correction are now skeptical on how to take these companies in their portfolio.

Whether to hold or average down the share?
Whether to make new investment?
How to Value these Business?
Valuing New Age Tech IPO:

Old School Thought will think of it better avoiding, as these companies are already loss making with poor financials & near term future doesn't looks to be changing

However these industry is sort of a Big Pond, with few of the Big Fish alive in future.
Read 18 tweets

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