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7 Mar
#Hindalco
CMP 338

Target: 375/425/450
SL: 284/250 as per risk appetite
Timeframe: 12/18 months
Allocation: 2-3%

Buy 25% CMP & Rest on dips

Analysis in comments

Please do your due diligence

#StockMarket #Copper #Aluminium #NSE #BSE @Hindalco_World #nifty50 #sensex
#Hindalco

⚙️Record Q3FY21 Revenue & Profit based on good market, synergies from integration & better operational excellence
⚙️Good Mgmt
⚙️Global leader in Aluminum
⚙️Global operations across 10 countries
⚙️Bet on Kumar M Birla
#Hindalco

⚙️Increased demand in Beverage Can, Automotive, Logistics & Specialty (housing, electronics, packaging, construction)
⚙️Aerospace isn’t performing but post COVID, demand is expected to increase
⚙️Mgmt said no plans for another acquisition even if good
Read 8 tweets
6 Mar
#MGL #MahanagarGas
CMP ₹1219

Target: 1300/1400/1500/higher
SL: No SL for #Investment. For ST keep 900

Buy on dips
Best Buy range: 1000-1100

Only for #patient #longterm #investor

Please do your due diligence

#StockMarket #NSE #BSE #gas #Investing #Invest
#MGL

🔗Expanding CGD network and new business areas for PNG CNG
🔗Consistent promoter holding 32.5%. GoM holds 10%
🔗Distributor in prominent city of Mumbai and surrounding areas
🔗Improving business prospects post COVID
#MGL

🔗Reasonable valuation and consistent dividend payer 3% yield
🔗Experienced Management
🔗Debt free
🔗Increasing cash flows
🔗Positive guidance of revenue and margin expansion by Management
🔗Low crude oil price is positive
Read 6 tweets
5 Mar
#brightcom (high risk high return)
CMP: 10.45

Target: 10-25-50% / 2x / 4x / higher
SL: 7
Timeframe: 2-5 yrs

Best Buy range: 7-9

Allocate 1-2% of #Portfolio

Analysis in Comments

Please do your due diligence

#brightcomgroup #StockMarket #NSE #BSE #StocksToWatch #bcg
#brightcom

👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location
#brightcom

Business Segments:
👉Media
👉Software
👉New age Technologies
Read 9 tweets
27 Feb
Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders @CNBC

#StockMarket #WarrenBuffett #Investing #Invest #Stocks cnbc.com/2021/02/27/rea…
#WarrenBuffett #BerkshireHathaway #AnnualLetter

Summary by @CNBC

Buffett says 'never bet against America' in letter noting company's U.S. assets cnbc.com/2021/02/27/war…
Read 4 tweets