For Hotel Sector, Q2FY25 result:
❓Best performing hotels?
❓Attractively valued hotels?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research 💡 Companies delivering > 15% Sales growth

Chemicals Sector

For Chemicals Sector, based on Q2FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research 💡 Companies delivering > 15% Sales growth

Plastic Products and Packaging Sector

For Plastics Products and Packaging Sector, Q2FY25 result:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research 💡 Companies delivering > 15% Sales growth

Kovai Medical Centre & Hospital

1/15

Let’s talk about Kovai Medical Centre & Hospital (KMCH)—a regional healthcare powerhouse based in Coimbatore, Tamil Nadu. With a mission rooted in affordability and accessibility, KMCH is proof that healthcare can balance business acumen with social impact. Here's the full story. 🏥👇 2/15

KMCH has achieved impressive revenue growth, expanding at double digits annually over the last decade (except in FY19 and FY21). In FY24, its revenue reached ₹1,126 Cr. Even during the pandemic, when many hospitals struggled, KMCH demonstrated resilience. 📈

Pharma 101: A Beginner's Guide to Essential Pharma Terms

Previously, we explored a list of pharmaceutical companies based on valuation and growth (x.com/suru27/status/…). But first, let’s simplify and explain some key pharmaceutical terms in an easy-to-understand and detailed manner. By the end of this thread, you'll have a clear understanding of the basics of the pharmaceutical world!🧵👇

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Active Pharmaceutical Ingredient (API)
What it is: The "hero" ingredient in a drug responsible for its therapeutic effect.
Example: Paracetamol in a pain-relief tablet is the API.
Why it matters: APIs determine what the drug is used for, like pain relief, infection control, or lowering blood pressure.
Fun fact: APIs are made through chemical synthesis or fermentation. 2/13

Excipients
What they are: The "sidekicks" that help the API do its job. They are inactive ingredients.
Examples:
Binders: Hold tablets together (e.g., starch).
Preservatives: Prevent spoilage (e.g., benzyl alcohol).
Sweeteners: Improve taste (e.g., sucrose).
Role: They ensure stability, ease of use, and proper delivery of the API.

Pharmaceuticals Sector, Q2FY25 result:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research #pharma #q2fy25results #scientificinvesting 💡 Companies delivering > 15% Sales growth

Healthcare Sector, Q2FY25 result:
❓Best performing healthcare companies?
The list we shared

● Healthcare Global Enterprises
● Indraprastha Medical
● Kovai Medical
● Krsnaa Diagnostics
● 3B Blackbio
● Prevest Denpro

Let us explore some of these companies ⚫️Healthcare Global Enterprises
Company is largest PAN India oncology player

#IEX Fundamentals, Technical and the other data, a🧵:

IEX has been coming up with great results but market is anticipating coupling fear and hence stock is falling. This is the common perception.
Is this the case, let us deep dive? Was curious to check which institutions are selling because if I blindly look at charts - then all we see is stoploss. Something very interesting came out. First thing, looking at screener, looks like FIIs and DIIs are buying and retail is selling. Also, evident in falling count of retail investors. So, who is moving the prices down?

#Onwardtechnology #Q2FY25 #ConcallInsights

An 18–20-page conference call the beginning of the year getting compressed to 10 page at the end of the year with growth stagnating and a 50 PE valuation biting the dust - ER&D is also not secular.

If last 3 cycles of Tata Elxsi did not teach it, let Onward technology 1st cycle teach it #ScientificInvesting

Is it end of new beginning?

Some positives and some negatives from the concall covered in this thread

Why business took a hit? Are things turning around?

Chemical Sector

For Chemicals Sector, based on Q1FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research

1/6 💡 Companies delivering > 15% Sales growth

2/6

#tatamotars had its investor day.

💰Sharing key industry insights from its investor presentation which every investor tracking automotive sector must go through

➡️CV volumes expected to grow at 4-5% CAGR ➡️What drives CV industry: DFC and fuel prices should be tracked from risk perspective for CV industry

#HDFC A thread on history

Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.

Ask guys 5 years back, how was HDFC treated in market then Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year.

Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24

💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth 💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession).

#Surshan Chemicals: One of contrarian bets taken in early 2023 during pessimism

🔟 Key Insights from #AR2023 Annual Report

Watch this video not only to learn about Sudarshan but to build mindset of contrarian investing. Lets deep dive annual report
1⃣ Company is in specialty and commodity pigment including organic, inorganic and effect pigments with a vision to be among top 3 player globally

🔟 Key Insights from #AR2023 Annual Report #Menon Bearings

In case you never heard about this company, here is our Youtube video explaining the business
1⃣ FY23 sales and PAT grew at 10% and 30% respectively

🔟 Key Insights from #AR2023 Annual Report #EPL

1⃣ Every 3rd tube produced in the oral category globally is an EPL tube.

2⃣EPL Ltd is the world’s largest specialty packaging company manufacturing laminated tubes, s in Beauty & Cosmetics, Food, Oral Care, Pharma & Healthcare and Home Care with 8 billion tubes production capacity

#IEX A chronological history of all tweets on IEX for learning purposes and current stand in the end
1st caution (it is always probabilistic, sometimes works, sometimes does not) 2nd caution

#NIIT All about NIIT Demerger. So, NIIT demerger happened and the B2C business now trades at Rs 98. The HIGHLY profitable B2B business is yet to be listed but here is brief analysis.
NIIT has 2 businesses:
B2C: NIIT Limited: Retail learning
B2B: Corporate Learning The B2C business is more volatile and did just a breakeven this year where as the corporate learning business is high growth high margin business. Here is P&L for B2B business. So, in B2B, we are getting a 20% growth business at 23% EBITDA margin doing ~200 Cr of PAT

#CNXIT History of IT Sector in India: A data-based perspective

In last 1.5 years, we witnessed a heavy price correction in IT sector. This is evident from CNXIT index movement which is 32% down in last 1.5 years (we kept cautioning repeatedly then) Now, sector is also facing headwinds. Typically, this is how market behaves. Market is always ahead of reality. It tops when valuations highlight major froth, smart money slowly exits n new entrants think they know it all, are scapegoats. Companies r lowering their guidance.

#KMC My 10 min work. Thanks for initiating idea @Coolfundoo as this was not the stock I was mentioning.

Whenever I get new idea, i pass it to some of my in built tools and back of envelope calculation to check if its worth deep diving as we cant go in detail on evert stock

https://twitter.com/Coolfundoo/status/1649287977208627202

Coming to KMC, it has gone through major asset expansion in last 2 years and at visible potential, it should have Rs 100 Cr of net fixed asset

🧵A thread on Scientific Investing YouTube credibility report of last 1 year (important as fin-influencers are termed as stock peddlers on SM).
Link: youtube.com/ScientificInve…

16 stocks n sectors discussed with positive bias since 2022 had a mean return on 24% till today 💡 31% of stocks/sectors discussed have > 50% return till today with mean 77% return

💡 38% of stocks/sectors discussed have >0% return with mean 8% return

💡31% of stocks/sectors discussed < 0% return with mean -8% return