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A Phoenix must first burn to rise.Tweets are not investment advice. For detailed notes, pls visit our blog.
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30 Nov 20
- Heading towards a green future.
Read 7 tweets
30 Jun 20
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 -
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬
Read 9 tweets
1 Jun 20
- Soon out of the Woods
- 1,565 cr
- Pipes & Plates
Post Jan2020, the
prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
However, we feel Welspun Corp’s strong cash & investment position in the
and very low
will help the company withstand the current turmoil and bounce back stronger.
Read 25 tweets
25 May 20
Market Cap- 2,016 cr
Delta Corp only listed casino operator in India enjoying 55%
Along with its casino business, company also owns
a leading online poker.
It has licenses in all casino destinations ie
Competitive advantage & strong entry barriers
Delta owns 3 out of 6 offshore casino licenses and has a total installed capacity of 1lac sq feet and 1200 gaming positions.
The last license issued by Government of Goa was in 2011.
Read 18 tweets
27 Feb 20
- Largest Player In Indian Synthetic Leather market scripting a turnaround available at an attractive valuations.
Market Cap : 1200 cr
CMP : 262
Market leader in Synthetic Leather foraying into PU (Polyurethane) leather business which is dominated by
With the recent health scare due to
global customers have realized the importance of non-dependence on single country for its RM
Synthetic leather finds its application in Automobile Seat Covers, accessories, roof linings & footwear.
Read 8 tweets
24 Feb 20
CMP - 323
Market cap - 2.88 lakh crs
SBI is the largest state owned bank in India having an
of 25 lac cr
PSU banks have had a rough 5 odd years owing to abnormal rise in
arising from mostly the 2004 to 2014 era.
SBI has spent 5 years from 2014-19 to provide for all the toxic assets and
alone for the last 4 years have been a massive 2.3 lac cr, equals the size of entire loan book of Kotak Bank.
Their provisions in most
1 cases are at 100 percent.
Mgmt expectation - SBI to recover 40% of total NCLT cases in next 3 yrs i.e. about 90k cr
Read 5 tweets