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

Jan 27
"Myths of Short Seller":
#Adanigroup's reply to the
malicious report of Hindenberg.
Check out this 7 page report.
🧵.... Image
Page 1 : Image
Page 2 Image
Read 9 tweets
Apr 15, 2022
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵....
Read 4 tweets
Apr 5, 2022
MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4).....
1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....
2015: The Big Demerger

1) Adani Port (141:100)
For 100 Adani Ent, one got 141 Adani Port shares

2) Adani Power (185:100)

3) Adani Trans (100:100)

Now:

1) Adani Ent: 8000
2) Adani Port: 11280
3) Adani Power: 14800
4) Adani Trans: 8000
5) Adani Gas: 8000
6) Adani Green: 6088
Read 4 tweets
Jan 7, 2022
40 quality #stocks from different domains, for long term #Investing :

Study them,
Filter them,
Build your conviction &
Choose as your #portfolio picks !

🧵......
✨Outstanding BFSI Stocks:
1. ICICI bank
2. Kotak bank
3. HDFC Bank
4. Muthoot Fin
5. HDFC Life

✨Consistent compounders :
1. HUL
2. COLPAL
3. Nestle
4. Asian Paints
5. SRF

✨Best MNC Pharma stocks:
1. Abbott
2. PGHL
3. Sanofi

(cont...)
✨Best Automobile stocks:
1. Tata Motors
2. Eicher Motors
3. Escorts

✨ Top Agri Theme Stocks:
1. PI Industries
2. Sumitomo
3. Coromandel Intl

✨Evergreen Must haves :
1. RIL
2. TCS
3. Infosys
4. HDFC
5. L&T
6. Divis

✨Top Chemical Stocks:
1. Atul
2. Aarti Ind

(cont...)
Read 4 tweets
Dec 24, 2021
Hey Folks, Its X-mas Eve Today 🎊

Grab your cup of tea/coffee &
Plan your #investments for 2022,
As I share the Part 1 of :

"My 20 high conviction stock ideas"
(From 20 different sectors )

Subsequent Part 2 will be shared tomorrow.
(for your #Christmas Weekend🎄🎅)

🧵...
1. Sector: Agro-chem

→ "Leader with aggressive inorganic growth plans"
Stock : PI Industries ~ Rs. 2930 levels, P/E: 56

FY'24 Projections:
RoE :16.5
RoCE: 20.8
EV/Ebitda : 22.2
EPS: ~ Rs. 86
PE: ~ 33

2 yr base case targets : 3800+
2 yr bull case targets : 4500+
2. Sector: Auto

→ "The Best EV play in India + JLR bonus"
Stock : Tata Motors ~ 470 levels, P/E: -ve,

FY'24 Projections:
RoE :22.4
RoCE: 10.5
EV/Ebitda : 3.1
EPS: ~ Rs. 49
PE: ~ 9.2

2 yr base case targets : 800+
2 yr bull case targets : 1000+
Read 11 tweets
Dec 23, 2021
Bhav Bhagwan Hai (Price is God) is one of the biggest #investing one-liner of #stockmarkets !

Sharing 12 amazingly bold & deep 'one-liner lessons' from the Billionaire Investor the BIG BULL Mr. Rakesh Jhunjhunwala.

**THREAD**
1. Be bold & investment in a stock, when it is not popular.
2. Always remember growth comes out of chaos.
Read 13 tweets

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