Railway Opportunity - Ready to leave station

A Thread.

#indianrailways #capex #highspeedrail #vandebharat #bullettrain #electrification The Railways received the highest-ever allocation of ₹ 2.4 lakh crore for 2023-24 — ₹ 1 lakh crore higher than the previous year.

6x in last 5-6 years, this figure was 25,000 cr in 2013-14.

The consolidated number to reach 30lac crore by 2030.

New Stock Idea - Globus Spirits Limited

Market Cap - 2,900 cr
CMP - 1,007

Business Segments -
Manufacturing Business &
Consumer Business

#ethanol
#valueadded
#consumerbusiness
#phoenixgrowthinvesting Manufacturing Segment

#phoenixgrowthinvesting

New Stock Idea - Automotive Axles Limited

MHCV at the cusp of massive cyclical recovery.

Cmp - 1700
Marketcap - 2600cr
Industry - Auto Ancillaries

#phoenixgrowthstock #autoancillary #growthinvesting Industry Overview

#autoaxles #phoenixgrowthstock #autoancillary

Indiabulls Real Estate -

Turning into a Real Estate Behemoth

CMP - 144

Industry- Real Estate

#IBREALEST #Indiabulls #Embassy #RealEstate Investment Rationale

> Strong Pipeline - Total Net Surplus from completed inventory and projects that are currently ongoing is ₹10,754 Cr

#TATAPOWER- Heading towards a green future.
#Multibaggers
#renewables

Stock note : HG Infra

Cmp – 198
Market Cap – 1,300 cr
Sector- #RoadConstruction & #EPC

(Blog note is slightly old)

Company Overview - #HGInfra

https://twitter.com/phoenixcapindia/status/1229727825843765248

Impressive #Orderbook growth with Discipline in #Execution

𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1 𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement

#WelspunCorp- Soon out of the Woods

#CMP - 60
#MarketCap - 1,565 cr
#Industry - Pipes & Plates Biggest #COVID19 casualty

Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.

#DeltaCorp - A #Gaming Behemoth

Cmp-74
Market Cap- 2,016 cr
Industry- Gaming/Casino 1) Company Overview

Delta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino market

Along with its casino business, company also owns #Adda52 a leading online poker.

It has licenses in all casino destinations ie #Goa, #Daman & #Sikkim.

#tweetstorm #stockidea

Idea No. 5 - #IIFLSECURITIES - Solid #FINTECH play on rising household financial savings

Mkt Cap-1500 cr
CMP-45

Business Overview- IIFL Securities offerings
1.Broking : Retail/ Institutional
2.Investment Banking
3.Distribution : Financial Products #Broking - Strong Presence in Institutional & Retail space

> 2500 locations covering 500 cities
> 8.5 lac retail customers
> Strong online presence with industry leading mobile apps & web trading platform
> Investing on platform targeting High Value Traders to gain market share

#MayurUniquoters - 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 #Chinese Imports

With the recent health scare due to #CoronaVirus global customers have realized the importance of non-dependence on single country for its RM

#SBI - Potential #Turnaround play in #PSUBank space.

Brief Overview

CMP - 323
Market cap - 2.88 lakh crs SBI is the largest state owned bank in India having an #AUM of 25 lac cr

PSU banks have had a rough 5 odd years owing to abnormal rise in #NPAs arising from mostly the 2004 to 2014 era.

SBI has spent 5 years from 2014-19 to provide for all the toxic assets and #badloans.