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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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More from @WealthEnrich

Advait Arora Profile picture
Jan 21
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
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
Advait Arora Profile picture
Apr 29, 2023
#SENSEX or "Stock Exchange Sensitive Index" is the oldest exchange in India has delivered 𝟭𝟱.𝟱% 𝗖𝗔𝗚𝗥 returns over the last 43 years.
Sharing some interesting data on returns of SENSEX in last 𝟰𝟯 𝘆𝗿𝘀 (𝟭𝟭,𝟬𝟬𝟬 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗱𝗮𝘆𝘀)
Enjoy this quick THREAD..... twitter.com/i/web/status/1…
Observations on positive & negative return occurrences.
𝗗𝗮𝗶𝗹𝘆 : 53% time Positive & 47% time Negative
𝗪𝗲𝗲𝗸𝗹𝘆 : 56% time Positive & 44% time Negative
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 : 61% time Positive & 39% time Negative
𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 : 64% time Positive & 36% time Negative
𝗬𝗲𝗮𝗿𝗹𝘆 : 72% time Positive & 28% time Negative
𝟯 𝘆𝗿𝘀 : 89% time Positive & 11% time Negative
𝟱 𝘆𝗿𝘀 : 96% time Positive & 4% time Negative
𝟭𝟬 𝘆𝗿𝘀 : 100% time Positive & 0% time Negative

#SENSEX delivered 𝟭𝟱.𝟱% 𝗖𝗔𝗚𝗥 returns over the last 43 yrs.
Read 7 tweets
Advait Arora Profile picture
Apr 15, 2023
✨10 Consistently Growing, Top Quality & Reasonably Priced MID CAP 💎#stocks that I believe have immense Potential going forward !
(I personally own 3 of these💎stocks in my core portfolio & is shared here)

Time to Grab your Coffee ☕️
& Enjoy this Short Thread🧵..
✨1. KEI Industries
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects

CMP ₹ 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2
✨2. Allcargo Logistics
Leading integrated logistics solutions in multimodal transport operations, container freight station & contract logistics operations.
CMP ₹ 346
RoCE & RoE : 26.4 % & 32.1%
Mcap/Sales: 0.44
PEG Ratio : 0.36
Profit Growth last 5Yrs : 31.6 %
EV/EBITDA: 6.39
Read 13 tweets
Advait Arora Profile picture
Apr 9, 2023
Investing in smallcaps is risky, but is equally rewarding. Many small caps are potentially the midcaps of the future due to chances of higher growth.
Sharing 10 such high potential, niche focused SMALL CAP #stocks that can be BIG outperformers !
Get your☕️ & Enjoy this🧵...
1. Tinplate India (CMP ₹ 313/-)
India's largest producer of tin coated & steel sheets with a 47% market share domestically & a subsidiary of Tata Steel.

52 Wk high ₹ 443/-
Discount to 52 week high : ~ 31+ %
RoCE & RoE: 46.8% & 34.9 %
PEG Ratio: 0.25
Intrinsic Value: ₹ 582
2. Jyoti Resis (CMP ₹ 1294/-)
Manufacturer of synthetic resins, its fast growing brand Euro 7000 is now the 2nd largest selling wood adhesive.

52 Wk high ₹ 1818/-
Discount to 52 wk high : ~ 29+ %
RoCE & RoE: 46.2% & 34.5 %
PEG Ratio: 0.36
Intrinsic Value: ₹ 720
Read 12 tweets

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