Phoenix Capital Profile picture
Jul 3, 2022 5 tweets 6 min read Read on X
New Stock Idea - Automotive Axles Limited

MHCV at the cusp of massive cyclical recovery.

Cmp - 1700
Marketcap - 2600cr
Industry - Auto Ancillaries

#phoenixgrowthstock #autoancillary #growthinvesting

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More from @phoenixcapindia

Feb 20, 2023
Railway Opportunity - Ready to leave station

A Thread.

#indianrailways #capex #highspeedrail #vandebharat #bullettrain #electrification
The Railways received the highest-ever allocation of ₹ 2.4 lakh crore for 2023-24 — ₹ 1 lakh crore higher than the previous year.

6x in last 5-6 years, this figure was 25,000 cr in 2013-14.

The consolidated number to reach 30lac crore by 2030. Image
The railway investments moving towards
> dedicated freight corridors,
> network decongestion,
> bullet train,
> high-speed, and
> semi-high-speed train projects.

The “Atmanirbhar Bharat” initiative for the development of alternative high-tech machines
Read 15 tweets
Jul 17, 2022
New Stock Idea - Globus Spirits Limited

Market Cap - 2,900 cr
CMP - 1,007

Business Segments -
Manufacturing Business &
Consumer Business

#ethanol
#valueadded
#consumerbusiness
#phoenixgrowthinvesting
Manufacturing Segment

#phoenixgrowthinvesting
Consumer Segment

#phoenixgrowthinvesting
Read 6 tweets
Jul 18, 2021
Indiabulls Real Estate -

Turning into a Real Estate Behemoth

CMP - 144

Industry- Real Estate

#IBREALEST #Indiabulls #Embassy #RealEstate
Investment Rationale

> Strong Pipeline - Total Net Surplus from completed inventory and projects that are currently ongoing is ₹10,754 Cr
> Project Wise Breakup of Inventory - This inventory to be executed over next 3-5 years in the merged entity
Read 9 tweets
Nov 30, 2020
#TATAPOWER- Heading towards a green future.
#Multibaggers
#renewables Image
Image
Image
Read 7 tweets
Sep 14, 2020
Stock note : HG Infra

Cmp – 198
Market Cap – 1,300 cr
Sector- #RoadConstruction & #EPC

(Blog note is slightly old)

Company Overview - #HGInfra Image
Impressive #Orderbook growth with Discipline in #Execution Image
Segmental #Diversification Image
Read 8 tweets
Jun 30, 2020
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets

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