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Advait Arora Profile picture
@WealthEnrich
Jan 26, 2023 • 6 tweets • 2 min read • Read on X
Scrolly
DEBT in #Adanigroup, worries you?
ACTUALLY aggregate debt levels of Adani group has improved over the years & Ebitda/Debt levels are much healthy now.
Get FULL clarity in this 5 page report by #CLSA :
"Where does all the Debt of
@gautam_adani group of
companies actually SIT"!
🧵
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Page 5 (conclusion)

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More from @WealthEnrich

Advait Arora Profile picture
Mar 18
Is it a start of a "New Bull Run" or
Do we have "More Pain Ahead" ?
🤔Sharing this Quick 🧵with more specifics as to what sectors to "Watch Out for" ! Image
Image
Image
Read 5 tweets
Advait Arora Profile picture
Mar 15
🚀 18 Mid & Large Cap Stocks with Strong Growth & Rising FII Interest! 📈
These companies are delivering solid sales & profit growth, backed by increasing FII confidence! With high RoCE & consistent performance, they could continue to shine!
🧵 A detailed thread 👇👇
1️⃣ National Aluminium
💰 CMP: ₹187.87
📊 P/E: 8.75 | PEG: 43.75
🔥 ROCE (3Y Avg): 22.02%
📈 Sales Growth (3Y CAGR): 13.66% 📊
💹 Profit Growth (3Y CAGR): 10.45% 💰
📊 Change in FII Holding (3Y): +0.83%
✅ Why? A key player in India’s aluminium sector, benefiting from infra & EV demand!
2️⃣ Nippon Life India
💰 CMP: ₹524.5
📊 P/E: 25 | PEG: 1.4
🔥 ROCE: 31.02%
📈 Sales Growth (3Y CAGR): 12.79% 📈
💹 Profit Growth (3Y CAGR): 17.63% 💰
📊 Change in FII Holding (3Y): +1.12%
✅ Why? A leading asset management company, riding India’s MF & investment boom!
Read 19 tweets
Advait Arora Profile picture
Mar 15
FII's are Betting On these 12 SmallCap #stocks 📈
With long-term tailwinds & solid fundamentals, 💎 are positioned for explosive growth📈
You💡 Curious?
Dive into this detailed 🧵of
"High-Potential DOZEN" !
1. Anup Engineering – Engineering & Fabrication ⚙️
💰 CMP: ₹2,886.4
📊 P/E: 44.28 | PEG: 2.34
🔥 ROCE: 18.93%
📈 Sales Gr (3Y CAGR): 25.4%
💹 Profit Gr (3Y CAGR): 23.1%
🏗️Why Thomas Cook? A leading travel & forex services player, benefiting from post-pandemic revenge travel, rising disposable incomes & booming tourism! With strong brand recall & diversified offerings, Thomas Cook is set to fly high!
2. Kirloskar Pneumatic – Compressors & Drilling Equipment ⚙️🔩

💰 CMP: ₹1,025.55
📊 P/E: 33.83 | PEG: 1.67
🔥 ROCE: 19.61%
📈 Sales Gr (3Y CAGR): 17.1%
💹 Profit Gr (3Y CAGR): 30.1%
🏭 Why Kirloskar Pneumatic? A key player in industrial compressors, riding India's manufacturing & infrastructure boom! With automation & industrial demand surging, growth looks unstoppable!
Read 13 tweets
Advait Arora Profile picture
Jan 21, 2024
7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential

Detailed 🧵with 🗝️ reasons..
Stock 1 : Ami Organics Ltd
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050

Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %

With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)
Stock 2 : RR KABEL
CMP : ₹ 1,455
Buy Range (BR): ₹1300-₹1350

Stock Parameters:
OPM: 5.8 %
ROCE: 15.6 %
FII holding: 4.7 %
DII holding: 8.8 %

Strong sector tailwinds can bring 25%+ profit growth in FY'25 & FY'26, RR Kabel can potentially give 40-50% returns from Best BR.
Read 9 tweets
Advait Arora Profile picture
Jan 18, 2024
Most @HDFC_Bank shareholders are still in a state of shock with markets reaction on its results. The bank is as solid as ever & is aggressively adding branches but there are a few IF's too 🤔
Sharing some very insightful views by @MarcellusInvest on #HDFCBANK saga :

🧐 Quick🧵..
Page 1/3 ; Image
Page 2/3 : Image
Read 4 tweets
Advait Arora Profile picture
May 15, 2023
🧵→ Mega thread on
the manufacturer of :
💫Sugarfree
💫Complan
💫Glucon-D
💫Nycil
💫Everyuth &
💫Nutrilite & much more.
It's Niche FMCG stock:
Zydus Wellness (ZWL) 💹
→ 🧵on 'WHY it can be a #portfolio stock for the long term !
💫→ Commands dominant market share in sugar substitute (96%), prickly heat powder (34.5%) & glucose powder (58.3%) categories !
💫→ ZWL has more than 1700 distributors with direct reach of > 5.5 lakh retail outlets & has a presence in more than 800 towns now & still expanding.
💫→ZWL has amazingly high gross margins at ~55% which gives it leeway to spend ~13% of sales on advertisement for new pdts (1 of the highest in industry) & has top Brand power
💫→ Despite various raw material issues, ZWL's profit growth is 24% & 23% & CAGR over last 3 & 5 yrs
Read 11 tweets

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