7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential

Detailed 🧵with 🗝️ reasons.. Stock 1 : Ami Organics Ltd
CMP : ₹ 1,123/-
Buy Range (BBR): ₹950-₹1050

Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %

With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)

Most @HDFC_Bank shareholders are still in a state of shock with markets reaction on its results. The bank is as solid as ever & is aggressively adding branches but there are a few IF's too 🤔
Sharing some very insightful views by @MarcellusInvest on #HDFCBANK saga :

🧐 Quick🧵.. Page 1/3 ;

🧵→ Mega thread on
the manufacturer of :
💫Sugarfree
💫Complan
💫Glucon-D
💫Nycil
💫Everyuth &
💫Nutrilite & much more.
It's Niche FMCG stock:
Zydus Wellness (ZWL) 💹
→ 🧵on 'WHY it can be a #portfolio stock for the long term ! 💫→ Commands dominant market share in sugar substitute (96%), prickly heat powder (34.5%) & glucose powder (58.3%) categories !
💫→ ZWL has more than 1700 distributors with direct reach of > 5.5 lakh retail outlets & has a presence in more than 800 towns now & still expanding.

#SENSEX or "Stock Exchange Sensitive Index" is the oldest exchange in India has delivered 𝟭𝟱.𝟱% 𝗖𝗔𝗚𝗥 returns over the last 43 years.
Sharing some interesting data on returns of SENSEX in last 𝟰𝟯 𝘆𝗿𝘀 (𝟭𝟭,𝟬𝟬𝟬 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗱𝗮𝘆𝘀)
Enjoy this quick THREAD..... twitter.com/i/web/status/1… Observations on positive & negative return occurrences.
𝗗𝗮𝗶𝗹𝘆 : 53% time Positive & 47% time Negative
𝗪𝗲𝗲𝗸𝗹𝘆 : 56% time Positive & 44% time Negative
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 : 61% time Positive & 39% time Negative
𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 : 64% time Positive & 36% time Negative

✨10 Consistently Growing, Top Quality & Reasonably Priced MID CAP 💎#stocks that I believe have immense Potential going forward !
(I personally own 3 of these💎stocks in my core portfolio & is shared here)

Time to Grab your Coffee ☕️
& Enjoy this Short Thread🧵.. ✨1. KEI Industries
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects

CMP ₹ 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2

Investing in smallcaps is risky, but is equally rewarding. Many small caps are potentially the midcaps of the future due to chances of higher growth.
Sharing 10 such high potential, niche focused SMALL CAP #stocks that can be BIG outperformers !
Get your☕️ & Enjoy this🧵... 1. Tinplate India (CMP ₹ 313/-)
India's largest producer of tin coated & steel sheets with a 47% market share domestically & a subsidiary of Tata Steel.

52 Wk high ₹ 443/-
Discount to 52 week high : ~ 31+ %
RoCE & RoE: 46.8% & 34.9 %
PEG Ratio: 0.25
Intrinsic Value: ₹ 582

Looking for high dividend stocks from the large, mid & small cap space ?
Here a list of 45 such #stocks with highest dividend yields !
Check this short 🧵....
(Source: Axis Securities) High Div Yield largecap stocks :

"Myths of Short Seller":
#Adanigroup's reply to the
malicious report of Hindenberg.
Check out this 7 page report.
🧵.... Page 1 :

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"!
🧵 Page 1

🚀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 🧵.... ▶️Pharma:
#IndocoRem
#LaurusLabs
#AlkemLabs
#JBChemPharma

▶️Hospitals:
#HGS
#NHrudalaya

▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower
#ShyamMetalics
#TinplateIndia
#UshaMartin

▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan

Cont...

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....

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...)

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+

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.

✨Do you wish to have Rs. 1 crore in 15 yrs ?
👉#invest your way to being a CrorePati 🤑

Here's How ?

🧵... 💫Rs. 35,000/month
in Fixed deposit @ 6% returns,
will become Approx. 1 Crore💸 in 15 years🤑

📛Risk : Low
🧠Skill Requirement : Negligible/Low

💸Invested amount : 63 lakhs
💵Total Wealth Corpus : 1 Crore +
💹Net wealth gain : 37.9 lakhs

💫Chemical prices are spiraling big time led by supply disruption & power disruption in china and also high demand by base industries.

💫Following 20 Chemical manufacturer's #stocks could benefit from this jump up in short to medium term. #stockstowatch

Short 🧵....... → Prices of 'ABS & Polystyrene' have shot up by 38+% MoM on account of supply constraints due to logistical issues.

Potentially beneficial to #stocks like :

💫INEOS Styrolution,
💫Bhansali Engg,
💫Supreme Petro
& others.

12 Trend Tweets : 12 Life Hacks !

#wealth #money #wisdom !!

Short 🧵 ... 1. @BrianFeroldi 💫

"In the beginning, the savings rate is all that matters.
After a few decades, investing returns are all that matters".

'Am I overthinking this' ~ @TheRialMichelle

💫What an awesome quick picture #book with relatable quips. It’s about searching for answers for things that don’t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your ☕️or🍵 for an easy read...
🧵...(1/10) → Its never too late to Start !!

🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

👉🧵 ▶️Pharma:
#GuficBio
#LaurusLabs
#AlkemLabs
#JBChemPharma

▶️Hospitals:
#MaxHealth
#KIMS

▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower(GPIL)
#ShyamMetalics
#TinplateIndia
#TataSteelBSL
#SunflagIron

▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan

Cont...

Many #investors are loosing patience as #ITC is not generating returns since a few years.

Lets get the bigger picture

Can you imagine if one would have invested Rs. 1000 (just one thousand rupees) in ITC shares #IPO in 1970, what would be the returns today? @dmuthuk

A Short🧵 Your invested capital in the #ITC #IPO of

Rs. 1 thousand would have become ~ Rs. 2.43 Crores

Yes you have read it RIGHT !!!

That's not it, your would have got some heavy dividend too in all this 51 years .

Check out this real #wealth creation journey of ITC

(cont....)

#DIVISLAB #Wealth Creation journey

#IPO at Rs.140/share in 2003

If had got 100 shares (Rs.14000 #investment)
&
10:2 stock split in 2007
1:1 bonus in 2009
1:1 bonus in 2015

Total shares as of today 2000

Value today: 2000 Sh @ Rs. 4823 = 96.4 Lakhs

REAL Power of LT #Investing @ipo_mantra : A Re-tweet would have been better than a Copy Paste I believe.