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Jul 3 • 5 tweets • 6 min read
New Stock Idea - Automotive Axles Limited

MHCV at the cusp of massive cyclical recovery.

Cmp - 1700
Marketcap - 2600cr
Industry - Auto Ancillaries

#phoenixgrowthstock #autoancillary #growthinvesting
Industry Overview

#autoaxles #phoenixgrowthstock #autoancillary
The Narrative

#autoaxles #phoenixgrowthstock #autoancillary
The Numbers

#autoaxles #phoenixgrowthstock #autoancillary
Conclusion

#autoaxles #phoenixgrowthstock #autoancillary

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More from @phoenixcapindia

Phoenix Capital Profile picture
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
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Nov 30, 2020
#TATAPOWER- Heading towards a green future.
#Multibaggers
#renewables Image
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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
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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
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#SIP
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Phoenix Capital Profile picture
Jun 1, 2020
#WelspunCorp- Soon out of the Woods

#CMP - 60
#MarketCap - 1,565 cr
#Industry - Pipes & Plates
Biggest #COVID19 casualty

Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
However, we feel Welspun Corp’s strong cash & investment position in the #balancesheet and very low #longtermdebt will help the company withstand the current turmoil and bounce back stronger.
Read 25 tweets
Phoenix Capital Profile picture
May 25, 2020
#DeltaCorp - A #Gaming Behemoth

Cmp-74
Market Cap- 2,016 cr
Industry- Gaming/Casino
1) Company Overview

Delta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino market

Along with its casino business, company also owns #Adda52 a leading online poker.

It has licenses in all casino destinations ie #Goa, #Daman & #Sikkim.
2) Competitive advantage & strong entry barriers

Delta owns 3 out of 6 offshore casino licenses and has a total installed capacity of 1lac sq feet and 1200 gaming positions.

The last license issued by Government of Goa was in 2011.
Read 18 tweets

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