Ron || Mad About Stocks Profile picture
May 26 โ€ข 4 tweets โ€ข 3 min read Twitter logo Read on Twitter
Itโ€™s been a while since I have done a PORTFOLIO DISCLOSURE Tweet ๐Ÿงต.

Planning to do this weekend one from the FMF Gang. Let me know which one .

FMF 1 to FMF 30 ๐Ÿ˜… ( Pick 1).

Some of the past ones that I shared earlier ( for new Followers) ๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
#FMF3 is #Wonderla

Disclosed in FEB 2023

No Recommendation

#FMF15 is #IonExchange

Disclosed in December 2022

No Recommendation.

#FMF13 is #Shalby

Disclosed it in October 2022

No Recommendation.


โ€ข โ€ข โ€ข

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More from @MadAboutStocks_

May 29
FY23 for #KrsnaaDiagnostics ๐ŸŽฏ

Yes YoY will not look exciting , but we all know the reason.

Some observations on this #Diagnostics SMALL Co. which is growing at 35% CAGR ๐Ÿ˜…( Not just REVENUE but also EBITDA ๐Ÿ˜€)

No Recommendation. ๐Ÿ™ Image
You get a sense of the SCALE UP , with just one glance of this data .

31 Mn. in 5 Years Vs. 10Mn. In just FY23 .

Looks like Indiaโ€™s RURAL is getting more DIAGNOSIS done ( Funded by Govt. ) .

#Growth #KrsnaaDiagnostics #FY23 Image
March 2023 will be special for #KrsnaaDiagnostics .

It was a 1200 Cr. Co. then and had bagged a 450 Cr. Deal . That much awaited RAJASTHAN deal โšก๏ธโšก๏ธ

The RAJAasthan deal did turn the Stock Price trajectory too ๐Ÿ€

Today itโ€™s almost a 1600 Cr. Co. ImageImageImage
Read 7 tweets
May 28
I am revealing the MESSI of my Portfolio. #FMF10 is #CCLProducts . It has 4% of my Portfolio allocation, so I am BIASed.

If you are here for the NAME, you can skip the ๐Ÿงต. But if you want to know the THESIS, stay on. It will be a LONG Thread, as it's my 2 Years of Research!
1/ ImageImageImage
What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)

That's almost a 69% CAGR๐Ÿค” Let's Explore.

In JUNE 2021 I wrote this first & small thread on #CCLProducts. It was at 300 Levels.

Have touched upon why I sensed it was a STRONG re-rating Candidate.

I started NIBBLING in "APRIL 2021" ( I ALWAYS FAIL to catch the BOTTOM and that's OK๐Ÿ˜…)
3/ Image
Read 21 tweets
May 7
Dr. Velumani onboard with 5% .

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

Founder( Siddharth Shahโ€™s ) parents have tasted failure & succeeded.

FY22 Revenue : 6500 Cr.

Peak of Pessimism priced in ? Mostly.

#UL2 Image
IPO only when itโ€™s just 3-6 months away from hitting EBITDA Positive .

This one is a B2B + B2C + B2B2C bet .

Also itโ€™s Diagnostics arm is smartly playing the Tier 3 & Tier 4 - BHARAT ๐Ÿ‡ฎ๐Ÿ‡ณ 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 ? ๐Ÿ˜ƒ
Read 8 tweets
May 6
Indira IVF has 114 Centres. Did 40K IVF procedures in 2022 & is Indiaโ€™s No.1 Infertility clinic.

BLACKSTONE, KKR , BAIN everyone wants to snap it for $1 BN. โšก๏ธ

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

Itโ€™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 GCCโ€™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 โ€œOffice of the Worldโ€๐ŸŽฏ @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 ๐Ÿ‘‡๐Ÿป

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

Nothing is PERMANENT!๐ŸŽฏ

#Office #changingIndia

Observe . Learn . Evolve .
Hereโ€™s the kicker though:

500 more GCCs are expected to come to ๐Ÿ‡ฎ๐Ÿ‡ณ over the next few years !
Read 4 tweets
May 4
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 ๐Ÿ˜ƒ
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 ๐Ÿ’ on the Cake !
Read 5 tweets

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