#IEX A chronological history of all tweets on IEX for learning purposes and current stand in the end
1st caution (it is always probabilistic, sometimes works, sometimes does not)
2nd caution
Some rant..
Some more interaction rant
Data backed rant
Reminder rant
First fresh kiss but no a full-blown affair
Just a small affair
Affair ends without much love or pain.
The last stand
Currently stand:
As an investor: willing to look fundamentally. If you have views on why it has enough margin of safety to give 15%+ CAGR return if one invests with 2–3-year time horizon. If you have one, please provide comments backed by numbers and data.
Please avoid qualitative statements.🙏
As a trader: Charts are obvious. If do not understand, learn technical analysis. s of now, highly bearish unless some big hands control the supply led fall
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For NIFTY 50, based on Q3FY25 results so far:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?
🧵to answer all such questions to help to filter interesting ideas for research
1/15 🚀 Introducing Aarti Pharmalabs Ltd!
They make APIs, Xanthine Derivatives, and offer CDMO/CMO services for drug development and manufacturing.
Let’s break it down step by step! 🧵👇
2/15 🏢 Company Background:
● Originally part of Aarti Industries, Aarti Pharmalabs became a separate entity in 2022.
● Focus: Manufacturing key pharmaceutical ingredients, intermediates, and offering contract manufacturing for drug development.
● Their goal? To supply high-quality ingredients for medicines, energy drinks, and supplements globally.
3/15 🌿 What are APIs (Active Pharmaceutical Ingredients)?
● APIs are the active components in medicines that provide therapeutic effects.
○ Example: The ingredient in cancer, pain relief, and respiratory drugs.
● Intermediates are chemical compounds used to create APIs.
○ Think of intermediates as the building blocks of medicines
➡️ Aarti manufactures both!
RBI released Financial Stability Report - Dec 2024 (half yearly publication covering financial sector)
🧵 sharing key insights and visuals from the report covering macro, banking, investment and other regulatory aspects after going through the report
To start with market, how much the EPS needs to grow to justify the existing valuation against historic multiple.
Against this, Q2 growth was below 10% YoY
Do track our newsletters where we cover such things in detail on quarterly basis:
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For Chemicals Sector, based on Q2FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?
🧵to answer all such questions to help to filter interesting ideas for research