Ron || Mad About Stocks Profile picture
May 4 5 tweets 2 min read Twitter logo Read on Twitter
First thoughts :

#Nexus #REIT opportunity looks great .

India has 100 Grade A Malls - 17 of them are with BLACKSTONE backed NEXUS.

They aspire to take this number to 35 in the next few years .

They DONT build Malls - They just ACQUIRE 😃
During COVID, they snapped 7 Malls in South from the Prestige Group .

Folks in Bangalore would have seen FORUM Mall in Koramangala becoming NEXUS .

I saw last year Westend Mall becoming Nexus in Pune .

Trend is clear . #REITS #Nexus
What makes it interesting is : They have access to 1000 Brands - ZARA , PUMA , LEVIS , QSR Giants etc .

With all they have a Revenue Share Deal !!

So this is a CONSUMPTION Play on India and less of a Real Estate Bet !

The 8.5% Dividend Yield is the Cherry 🍒 on the Cake !
I have a a NO IPO Rule since 2020 , will I break it ? Let’s see 😅

Haven’t spent time on the Valuations, expect something in that bit , after I have studied .

P.S : BLACKSTONE will continue to OWN 43% even after the IPO , they are diluting 17% now .

#REITs #Nexus
No Recommendation 🙏

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More from @MadAboutStocks_

May 7
Dr. Velumani onboard with 5% .

Aditya Puri inducted into the board and my guess will me made Chairman soon .

Founder( Siddharth Shah’s ) parents have tasted failure & succeeded.

FY22 Revenue : 6500 Cr.

Peak of Pessimism priced in ? Mostly.

#UL2 Image
IPO only when it’s just 3-6 months away from hitting EBITDA Positive .

This one is a B2B + B2C + B2B2C bet .

Also it’s Diagnostics arm is smartly playing the Tier 3 & Tier 4 - BHARAT 🇮🇳 theme .

#Thyrocare #Pharmeasy
My Scuttlebutt revealed peak of TECH employee firing done by last December . Now realistic numbers have settled in .

Definitely 2022 has been a year of reevaluation ( maybe all thanks to Zomato, Nykaa & PolicyBazaars of the world)

$9 BN. to $6 BN. to where ? 😃
Read 8 tweets
May 6
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is India’s No.1 Infertility clinic.

BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. ⚡️

FY23 Revenue : 1250 Cr. // EBITDA -350 Cr.

It’s expected to be $3 BN. Market by 2030 .

#Healthcare #IVF
India sees around 3.37L cycles of IVF in a year & AIIMS Research says this is only slated to grow with Marriageable age on the rise in India . They expect 10-15% of married couples will undergo this treatment.

IVF typically costs are 1.5-2L today . Do your maths
I was reminded of MILANN from the HCG stable . Though tiny today , growing aggressively.

Management wanted to divest it off few years back , but I guess sensing the opportunity has changed course & now is focusing on growing .

#HCG #Milann #IVF
Read 5 tweets
May 6
As per NASSCOM report 100 GCC’s were set up in CY2022.

Was reminded of a 2022 report from Morgan Stanley and Ridham Desai spoke eloquently about this Megratrend last year :

INDIA is going to be the “Office of the World”🎯 @rndx1

Are you playing this theme ?
Having worked in a GCC 8 years ago, it did help me connect the dots .

I am playing this theme via #REITS

How the tables have turned 👇🏻

2019 it was IT/ITES that led this space , in 2023 it’s GCC.

Nothing is PERMANENT!🎯

#Office #changingIndia

Observe . Learn . Evolve .
Here’s the kicker though:

500 more GCCs are expected to come to 🇮🇳 over the next few years !
Read 4 tweets
Apr 1
MUKUL AGRAWAL @MukulAg77304674 is one of the HIDDEN GEMS of India’s MICRO CAP INVESTING.

He spoke 1st time PUBLICLY. You don’t want to Miss it!

I had goosebumps throughout the session ,sharing NOTES/His Words.

Read it and Re Read it !!🧵

Thank You @PlakshaUniv.

#RoleModels
You need to be RICH in your mind before you are RICH IN BANK !

$4 Tr. In around 75 years (expected by FY2024) and in next 6 years we will be $10 Trillion . 😳😀.Imagine the Opportunity.

#ChangingIndia #Opportunity

1/14
1960-1990: JAPAN 🇯🇵 became a DEVELOPED NATION.

1990- 2010 : CHINA 🇨🇳 became a DEVELOPED NATION.

2020 - 2059 : INDIA 🇮🇳 ka Time AA GAYA !

CLSA says by 2047 we will be $40 Trillion !! Basically 10X in 30 years 😳😎

2/14
Read 17 tweets
Apr 1
In 2018, GC picked first 67% stake for just 77 Cr.

In July 2019, GC picked additional 13% stake for 38.5 Cr.

By Nov 2019 : 100% stake acquired ‼️

Fast forward 3.5 years : FY23 #Ampere is clocking 1L/ annum in Sales 🚀

#GreavesCotton

No Recommendation.

@nagesh_a_b
And the story is just beginning I believe…

Do check a glimpse of the new products awaited , head turner for sure.

CAPITAL ALLOCATION is one parameter that I track closely by the Promoter Group . This one is on track .

No Recommendation. BIASED as invested 🙏

#GreavesCotton
While an old tweet but will give you a glimpse of the TRANSFORMATION 👇🏻
Read 4 tweets
Mar 31
A new Financial Year is starting and I will set some new FY Resolutions. I covert them into ACRONYMS so that it’s easy to remember. If you like the concept, feel free to use it 🙏

#Resolution #FY24 time .

What were my resolutions last year ?👇🏻

#Journaling
FY23 Resolution was coined as IDFC 😀

#IDFC #Resolutions #FY23

Now in FY24 I am extending that Resolution, no points for guessing what’s the ACRONYM, yes it’s FIRST 😎

So what’s FIRST for FY24 ? 👇🏻

#Resolutions #FY24
#FIRST

F : FIX your PFC*💰
I : INVERT, Always Invert ‼️
R : Return Of Investment > RETURN on Investment 🍀
S: You can’t do the SAME things others do and expect to outperform. 🤡
T: Timing, Not me . TIME in the Market🎯
*PFC stands for Prepare for Crash (read 20%)

#FY24
Read 4 tweets

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