#JSLL#JeenaSikho
Loaded up more during today's lc. Stock looks ripe for next leg of rally after 25% fall from 52 week high.
Co is expected to post superb H2 as new hospitals will aid bottomline.
Expecting EPS of 30 for FY24 & current valuations looks attractive for long term.
#MSTC
Great no's on operational front. Highest ever Q1 revenues from e-commerce segment.
PAT flat bcoz of higher taxes(37%) & higher other expenses.
Scrappage business will be big contributor for next 3 quarters. Expecting good growth in topline & bottomline for next 3 qtrs.
Good stocks to invest for next 3 years -
#MSTC (Dark horse & monopoly business)
#MaidenForgings (SME Play & visionary management)
#OKPlay (Turnaround bet)
#HazoorMulti (Microcap Infra player)
#PDS (Textile giant in making)
-DYOR. Not a buying recommendation.
#stockstowatch
#BCLIndustries
One of old favourite showing amazing move..
Locked at 20% with huge buy orders.Some positive news i.e. placement or allotment around the corner.
Stock nosedived on poor Q2 no's but worst is already behind & good performance expected in second half.
#StocksToBuy
#satiaindustries ✈️✈️
As expected superb set delivered on every front.
EBIDTA margins much better than previous quarter. Next quarter expected to be better than current quarter.
Any corrections around 130 levels should be heavily bought in for good gains.
#StocksToBuy
#MSTC
Super numbers on every front ✈️✈️
PAT more than double from last year with 40% jump in topline.
As promised during concall no provisions in Q1. Clean books with huge cash & no legacy business left.
Massive tailwinds with deep undervalution make it ripe for a huge rally.
#BCLIndustries
As expected commercial production will commence on 24th June.
Current capitulation has provided an excellent opportunity for long term investors. Stock could be 2-3x in next 24 months.
Risk Reward extremely favourable & capacity will jump to 700klpd by Q1 FY24.
#MSTC
Bear markets can be really brutal.
Strong balance sheet with 800 cr cash & subsidiary FSNL will be valued upwards of 500 cr.
Mcap - 1800 cr
(-) 800 cr
(-) 500 cr
Monopoly business giving 200 cr PAT & guiding minimum 20% growth for next 3 years available under 500 cr.
RBL/Yes was the next hdfc bank
DHFL was the next bajaj finance
Lot of CDMO companies were the next Divis
Bitcoin, ethereum, dogecoin- next gold n potential replacement of dollar
More money has been lost in lookin for the NEXT big thing than actual corrections
Keep it Boring
#BCLIndustries
Commercial production from Kolkata plant expected by end of June. Expecting huge FY23 in terms of revenues & PAT.
Massively undervalued given kind of growth it's showing in past 24 months. Mgmt showing better intent from their previous profile.
#stockstowatch
#Kamdhenu
Finally the demerger approval gor approved by NCLT bench.
Stock reacting positively & currently up 18%. ✈️
Valuations still bety lucrative and downside seems capped.
Expecting listing of paints business by Q2 end.
#Goldiam
Good Q4 delivered by co.
FY22 PAT crossed 100 cr. Cash rich with no debt. Lab grown diamonds can see exponential growth going forward as diamonds prices are hitting the roof.
Next 2-3 years co. can deliver CAGR of 20%.
Dips can be bought for long term.
#StocksToBuy
#Kamdhenu
Screaming buy (Rs 207)
Current market cap only 550 cr & demerger process in last leg.
Stock is deeply undervalued considering financials. Balance sheet very strong.
Paint business itself doing business of around 250 cr deserving minimum valuation of around 2000 cr.
@darshitpatel84 You are one of the most fake person I have seen. Been seeing your recommendations lately & success ratio is mere 15-20%. Don't be ecstatic when your one recommendation works. Lot of gullible investors must have burnt their hand through your study. You deserve to be trolled...
#Goldiam
Indian MNC available at superb valuations.
Superb management with brillant capital allocation execution.
Multiple buybacks in 2 years. This gem from sunrise industry will soon become midcap from small cap.
Cash rich co. with continuous jump in ROCE.
Disc- Invested
#IBREAL
Dark horse in real estate space.
Merger almost at last leg & balance sheet much leaner with all corp governance issues behind. Continuous hammering from 119 levels done to kick out the weak hands.
Stay strong & maintain conviction.
Disc - Holding & added more at 96