Cochin shipyard - worth looking growth story

Disclosure: holding it and not reco. sharin for study
#CochinShipyard
In last five decades, Company has emerged as a forerunner in the Indian shipbuilding & ship repair industry. also well-known player in the global shipbuilding The key shipbuilding clients on the domestic front include the Indian Navy, the Indian Cost Guard, Ministry of Home Affairs, the Shipping Corporation of India Limited, Lakshadweep Government, various Port Trusts etc.

Macfos Robu #robu #macfos

Online seller of electronic products which are industrial in nature. presently, they have 14000 SKU’s. Current portfolio includes likes of robotic parts, drone parts, E-bike parts, IoT & Wireless items, 3d printer & parts, DIY learning kits, development boards, raspberry Pi (Single board computers & Peripherals), sensors, motors, motor drivers, pumps, batteries, chargers, electronic modules & displays and various other mechanical and electronic components)

Why looking at past 10 years record and investing in such large cap proven stocks is not great method.
Sometimes coffee may not smell right. These are largest global companies in 2000. Gave great 2 decades run from 1980. Now it's 20 years. Return frm 2000 is "ZERO".
Thread By the time Welch stepped down in 2001, he had transformed GE from a $25 billion manufacturing company into a $130 billion conglomerate of “boundary-less” segments.

Today up by 4% on top of last 1 month 16% + . when mkts are steady. @smallcaseHQ

wealthyvia.com/offerings/supe… Top holding are on massive rally.
No cyclical no commodity.

Companies that can produce much higher sales and profits in future compared to current size.

Top allocation is now 4 times purchase cost.

Thread - Laurus labs earnings call (not a buying recommendation) • Richmore lifesciences will help to enter in recombinant protein. • Revenue from formulation div is 35%. • Recently got approval for anti-retroviral drug and have orders for the same and will service in first half of fy22. • Seen growth in North America and Europe

Thread - HCL Technologies Ltd. concall Update (Not a buying recommendation) Revenue expected to grow in double digits in constant currency for FY’22. EBIT margin expected to be between 19.0% and 21.0% for FY’22. Management has indicated that around 100 bps of margin impact in FY22 will be on account of investment in new geography.

Thread - Rajratan wire results & concall details (Not a buying recommendation) RAJRATAN GLOBAL WIRE fantastic result, their competition got closed. Now the only player in that sector. Their Thailand plant is also doing well.

"Jubilant Ingrevia - understanding it's product applications " - thread

Note : We played demerger of jubilant life and clients received ingrevia shares.

wealthyvia.com/offerings/supe… Ingrevia—a union of ‘Ingre’ denoting ingredients and ‘vie’ in French meaning life (i.e., ingredients for
life). Operating under three segments -- specialty chemicals, nutrition & health solutions and life
science chemicals

Zydus Cadila received emergency use approval from the Drugs Controller DGCI on Friday for the use of "Virafin", Pegylated Interferon alpha-2b (PegIFN) in treating moderate COVID-19 infection in adults. A single-dose subcutaneous regimen of the antiviral Virafin will make the treatment more convenient for the patients. When administered early on during COVID-19, Virafin will help patients recover faster and avoid much of the complications, the company said

useful links .

To see and sort the tweets msgs on beds , ventilator and oxygen

covid19-twitter.in Bangalore hospital status

bbmpgov.com/chbms/#C

Mkt view :
Only 290 companies trading above dec 2017 prices which was top of overall broader market. If one looks at nifty which is concentrated in 5 stocks, then it may scare them. Whereas individual stocks have yet lot of room to grow. In history of markets, when interest rates can not grow and remain so low for another 1 year minimum then stock prices are bound to soar.

Book summary on @RayDalio's Principles: Life and Work. Everything in life follows patters. These patters can help you beer understand why things happen in a certain way.

To be successful in life you need to be a hyper realist.

It is okay to make mistakes. However, it is not okay to not learn from them

2/n

Rossari Biotech IPO - A Thread

Subscribe for listing gains and ahead.

Price brand 423-425 , lot size 35. Fresh issue will get 50 cr rest OFS of 446 cr Listing date: Based on the indicative timeline, trading is likely to commence on July 23.

Pre-IPO placements: Rossari Biotech on Friday said it has raised Rs 149 crore from anchor investors. like ADIA, HDFC MF, Axis MF, ICICI Pru MF, SBI MF, Goldman Sachs India etc.

Muthoot Finance and Gold Loan sector - Thread

We are holding this stock in 5GCPM arthavruddhi.smallcase.com/smallcase/AVCM…

Stock has already given 23% returns since recommendation.

Contact us at invest@wealthyvia.com or +91 83695 08540 for more details & research reports.

1/n India is one of the biggest markets for gold and gold loan. According to World Gold Council, India accounts for 10% of total world gold stock and is world’s largest gold consumer, India accounted for 23% gold loan demand globally.

2/n

Our Stock Selection Checklist - Thread

1/n Focus on 5 Growth areas:

Sales,
Volume,
Profits,
Margins,
Market Share

2/n

Alembic Pharma is up 50% since we recommended the stocks to our retail & institutional clients. And here is a thread on why we are still bullish on it with a Target Price of 2100.

arthavruddhi.smallcase.com/smallcase/AVCM…

arthavruddhi.smallcase.com/smallcase/AVCM…

1/n Alembic Pharma was only in OSD (Oral solid dosages) earlier & the company had strategically moved up the value chain towards Formulations. In the last 4 years the company has transformed from 2 formulations to 6 currently.

2/n

MSME - Facts, Reforms & Current Situation - A Thread According to government numbers, there were about 65 million plus MSME units accounting for about 28% of the GDP and 30% of India’s labour force.

A Blessing in disguise - Thread

In 1941 the US was still recovering from the great depression. The jobless rate had been as high as 25%, bankruptcy was not uncommon, and the standard of living for most Americans was 60% lower than before the stock market crash of 1929

1/n When WW2 started, everything changed. More people were needed to produce the food and weapons for the soldiers & military. The new jobs were taken by many who had been out of work for several years.

2/n

How COVID-19 is playing out in different sectors in India ? - Thread India's goods trade dependency on affected countries is significant. Eurozone, China & Rest of Asia Pacific (which are facing atleast 2% hit in their growth forecasts) - accounts for ~48% of imports & ~50% of exports.

Why we like Aavas Financiers ?

(Thread) 2/n

Started as a housing finance arm of AU Small Finance Bank. Incorporated in
2011 as AU Housing Finance Pvt Ltd. HQ in Jaipur, Rajasthan.
In 2017 changed the name to Aavas Financiers Limited. IPO came in Oct’ 18.
Backed by PE funds Kedaara & Partners group as promoters.

Wealthyvia Checklist - Thread

1/n

Focus on 5 Growth areas - Sales, Volume, Profits, Margins, Market Share. 2/n

Should be on Top 3 players in its respective market.

If not, is the company capturing market share from the incumbents with the launch of unique or niche products, entering new markets, new brands, patents etc ?

Is the company Asset light or Asset heavy ?