Prabhudas Lillader coverage on SunTeck Realty is a superb read to understand the huge tailwinds #Sunteck is going through

PL initiates coverage on Sunteck Realty (SRIN) with ‘Buy’ rating and DCF based NAV with TP of Rs565/share, ~40% upside from current levels of 410 👉Pre-sales of Sunteck Realty to grow 2x over FY23-26E on new launches

PL expects SRIN pre-sales to grow to Rs30bn by FY26E from current level of Rs16bn in FY23 at 23% CAGR over FY23-26E

Management intends to target pre-sales of Rs 20bn for FY24E

Green Ships or Vessels is the next big theme 🧩

There is a BIG opportunity in electric vessels segment from Europe as 2500 vessels are scheduled to be replaced with green vessels as per European Union Emission trading System (EU ETS) scheme

Cochin Shipyard has a head start 🚢 Cochin Shipyard has grabbed orders for Green vessels from traditional strong shipbuilding nations - Norway, Germany and the US

It is a big achievement because India is to import from them & now becoming green shipbuilding hub with technology support from Norway
#MakeinIndia

Reliance to invest $122 m in Brookfield JV for data center projects in India

Data Centers are new gold mines for real estate cos #DCInvestingTheme

DCs capex heavy, but once setup generates steady annual cash flows

Here is how Anant Raj is leveraging its land bank for DCs🔰 25-30% cost of Data Centers is for land and building

Anant Raj Ltd already has buildings certified for DataCenters #HugeAdvantage

#AnantRaj has three assets for data center activities

It plans to develop Tier3 or Tier4 Data Centers which caters to large enterprises

GMDC
Will it breakout of #Multiyear Resistance??

Triggers

1. Hasmukh Adhia, who is principal advisor to Gujarat CM has been appointed as the MD of the Gujarat Mineral Development Corporation in June
#GMDC

Adhia was principal secretary to NaMo when he was the Gujarat CM!! Trigger 2: Implementation of dynamic pricing

Prior to Aug21, the board of directors was only authorized to revise the pricing of minerals, which was a time-consuming process
However, since Aug2021, the rights to decide pricing has been given to MD, resulting in quick decision

DYK Som Distilleries 🍺 is taking over mass beer market!!

WHY?
Karnataka hiked tax on beer by 10%
In the list, lowest priced beer for 650ml is
Powercool priced at 110
Whereas UB export is 138

110 vs 138 # HugeDifference
#SDBL 🍻

Hunter 650ml priced at 175,same as KF Strong

Its not just the Hunter , the real hero is PowerCool that's driving SDBL

It has taken over mass market fuelling brand penetration

It's difficult for anyone to compete at such low prices and good quality

Imagine when it expands in UP, Maharashtra, Delhi Region!!

Agarwal Industrial Corporation on the verge of multi-year breakout

India's largest Bitumen company in private sector

Proxy to Road infra

Large quantum of repair & maintenance causing demand and recession free growth momentum

What's driving ROCE? ⬇️ Agarwal Industries' timely addition of vessels to meet Bitumen demand has enabled improvement in its ROCE

If they have to charter vessels from outside, usually AIC have to pay an additional 15
metric tons on same

So, everything they transport thru own vessels,earn 25%⬆️ebitda

Happy Doctor's Day 🙏

Vasa Denticity Ltd.
Ashish Kacholia bought 439000 shares at Rs. 302

Here is the story another dental Co, the first firm from Jammu & Kashmir to list on BSE SME 🫡

Prevest Denpro is India's largest Dental Materials manufacturer

#PrevestDenpro🧵 Background

Founder and Chairman,
Mr.Atul Modi was running a chemical manufacturing plant in 1980s with HUL as the sole customer

But HUL decided to shut operations in J&K forcing Atul Modi to search for new wider business opportunity, not restricting to single client #lessons

DCX joins EMS Bull Bandwagon!!

Management confirmed that Raneal advanced systems will start operations from July

Printed Circuit Board Assembly (PCBA) will be made in Raneal enabling Backward integration for DCX

For context, 800cr out of 1200cr sales is spent on PCBA!! PCBA Backward integration gives significant cost advantage to DCX

80% of the facility will be used for captive consumption

Current orderbook is 1600cr
Aerospace faced headwinds in fy23, orders expected to improve

New capex to expand Cable and harness facility to meet demand

#EarningsExplosion
Datamatics Global Services Ltd

Earnings at ATH
Price consolidation close to highs

It's a great combo when backed by

SuperIncrease in margins
ROCE,ROE hitting 20

FY23 EPS 32
PE 11

Management indicated 15%+ growth for FY24
Channel breakout?
@TrendTrader85 Rev was up 11.7% Qoq,32.9 % yoy
EBITDA up 42.7%,63.5% yoy

Business segment wise

Digital operations
Deals with back-office operations in banking, finance, insurance & retail

It is 45% of rev grew at 31% YoY
23% EBIT margin, ⬆️232bps driven by cost optimization

BullishOutlook

Blockbuster Result of the day⚡️
Eimco Elecon

#Q4FY23
Rev: 64 vs 36 Cr
EPS: 16.94 vs 3.78 YoY vs 8.48 QoQ
Forward PE : single digit!

Did you know its fortunes are linked to Coal India?
Something big is happening !!
Insider scoop on Eimco Elecon ⬇️

*If useful, please share!! Business:
Eimco Elecon has a near monopoly in the underground coal mining equipment industry in India, with healthy market share backed by an extensive after-sales service network

🔸Long standing relations with Coal India (CIL) & The Singareni Collieries Company Ltd. (SCCL)

Will PB Fintech be that elusive profitable new-age tech co?

Management certainly thinks so and has guided for 1000cr PAT by FY27

(Stock rose above 200 DMA)

Here's how it plans to achieve profits?🧵

PS:#pbfintech still has unused cash reserves of 5000cr raised from IPO 😮 #PBFINTECH is the owner of PolicyBazaar and PaisaBazaar, 🇮🇳 largest marketplaces for insurance and credit products respectively

PolicyBazaar is already EBITDA positive

PaisaBazaar achieved EBITDA breakeven in Q3Fy23
75% of cards issued is end-to-end digital>>improve margins

Knowledge Marine & Engineering Works ltd (SME)

Result JUST AMAZING🔥
EPS H1 FY23 22.6 vs 15.7 H2 vs 3.3 H1Fy22

EBITDA to Cashflow 75% vs 105% QoQ
Pref issue(1.85%) to Mr.Ashish Kacholia at 700

Wanna know more on KMEW, how they gained MOAT in this biz is aweinspiring!!🧵 Management

About CEO: Mr. Sujay Kewalramani has gained extensive business experience of over 15 years in the field of ship building, repairing, dredging by working in Shipping majors - L&T Shipbuilding, Mercator Limited and Adani Ports & SEZ Ltd

outlookindia.com/outlook-spotli…

Applied for DCX IPO today. Here's why??

DCX Systems is one of the leading Indian players in the manufacture of electronic sub-systems & cable harnesses primarily catering to Aerospace & defence industry

At 207, PE - 30 is reasonable compared to peers, expecting listing gains! Positives
1 Strong Industry Tailwinds
Majority of revenue of DCX is from Defence and aerospace industry

2 Huge Opportunity
in Defence offset business, where MOD has announced offset backlog of $13.4B to be completed in next 7 years, out of which 25% belongs to DCX category

Titan is a huge wealth creator in jewellery sector
But which is the next best stock to invest?

A jewelery player considered south-specific has put in plans to expand fast in non-south to emerge as Pan-India player
Can Kalyan Jewellers take-up the 2nd spot lying empty for years? Its not that #KalyanJewellers didn't have presence in Non-South market, it opened store in 2012 but revenue contribution was not big enough to consider pan-India player

Non-South India revenue contributes 34% now and management hopes to grow it to 50% in few years
#investing

Diagnostic stocks have been hit hard lately.Why?
Too many new entrants, more competition & price war.

Is there a silver lining somewhere?
More the healthcare sector expands more the business to whom? May be a labware supplier??
I think so & that's why I like Tarsons Products🧵 Tarsons products is a leading high quality plastic labware supplier to Pharma,CRO,Diagnostics and research industry with 39+ years of experience in lifesciences
It has established pan-India distribution & few to have global export network with 45+ distributors across 40 nations.

Do stocks even go up 30% in this brutal red market?

Yes, 𝗣𝗿𝗶𝘁𝗶 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝘁𝗱 did.

This micro cap stock is up 30% in last month hitting new high when the entire market was falling like pack of cards.
Let us dig in and analyse this outperforming stock. 1. Priti International Ltd is an Indian furniture & Lifestyle brand offering wide-ranging 250SKUs in Home decor and furniture.

Also the company offers exclusive and fully customised furniture & decor solutions for hospitality businesses which have gained significant acceptance.