If you had to pick ONE stock for the next 10 years
Which one would you choose? 👇
E2E Networks
Netweb Technologies
CG Power
Kaynes Technology
MosChip Technologies
ASM Technologies
Anantraj
Be highly Bullish on Pharma 🔥
✅35 Stocks to Study
Some will be 3-4X in 2-3 years ✅
High Growth +High Quality
Sai Life Sciences
Rubicon Research
Park Medi World
OneSource Specialty Pharma
Nephrocare
Senores
Influx Healthtech
Cohance Lifesciences
Caplin Point
Yatharth Hospital
Shilpa Medicare
Granules India
KRM Ayurveda
Divi’s Lab
Remus Pharma
Marksans Pharma
Kwality Pharma
Morepen Lab
Acutaas Chemicals
Accent Microcell
Ind-Swift Lab
Jeena Sikho
Alivus Life Sciences
Fredun Pharma
Laurus Labs
Venus Remedies
Jubilant Pharmova
ERIS Lifesciences
Sudeep Pharma
IOLCP
Neuland Labs
SMS Pharma
Aptus Pharma
Corona Remedies
Accretion Nutraveda
RETWEET & SHARE if its worth it
Which of the 35 stocks do you like ❓
For Detailed Analysis of these stocks see comment section 👇👇👇👇👇
35+ ELECTRONICS COMPANIES FROM DIFFERENT SECTORS TO STUDY, TRACK & RESEARCH ⚡🚀
▪️ Merritronix
▪️ Syrma SGS Technology
▪️ Avalon Technologies
▪️ Aimtron Electronics
▪️ Aequs
▪️ GNG Electronics
▪️ Cyient DLM
▪️ Virtuoso Optoelectronics
▪️ Elin Electronics
▪️ MosChip Technologies
▪️ ASM Technologies
▪️ RIR Power Electronics
▪️ Centum Electronics
▪️ Sedemac Mechatronics
▪️ Sigma Advanced Systems
▪️ Data Patterns (India)
▪️ Astra Microwave Products
▪️ Paras Defence
▪️ Bharat Electronics
▪️ Avantel
▪️ DCX Systems
▪️ E2E Networks
▪️ Netweb Technologies
▪️ Black Box
▪️ Exicom Tele-Systems
▪️ Hind Rectifiers
▪️ Genus Power
▪️ Shilchar Technologies
▪️ Quality Power
▪️ Schneider Electric
▪️ Sahasra Electronic Solutions
▪️ PG Electroplast
▪️ MIC Electronics
▪️ Dixon Technologies
▪️ Kaynes Technology
▪️ OSEL Devices
▪️ Kernex Microsystems
▪️ Sansera Engineering
India's electronics manufacturing ecosystem is expanding across EMS, electronic components, semiconductor-related manufacturing, industrial electronics, defence and specialised electronics.
Government initiatives such as ECMS are specifically aimed at developing the domestic component and electronics manufacturing supply chain.
These companies have different business models and exposures, so study them individually — business model, order book, capacity expansion, customers, execution, margins, cash flow, working capital, management and valuation.
Disclaimer: For educational purposes only. No recommendations. DYOR.
Long term [LT] and Medium term [MT] opportunities
Viviana power - LT
Apollo micro - LT
Krishna defence - LT
Rappid valved - LT
Igarashi motors - MT
Eimco elecon - MT
Texmaco rail - MT
Long term [LT] - Having possibility of multibagger alpha in 3-5 years, company has growth potential for multiple years as per data
Medium term [MT] - Having possibility of significant returns in 1-2 years, beyond 2 years there isn't sure shot visibility right now, or it's a medium term growth candidate rather than multi year growth candidate as per data
Note: I share data for fun, no buy/sell reco.
Regarding Kaynes
The only bad happened with them is smart meter segment got flop and the reason is common Indian people and the govt
Huge inventory
Huge capex
Huge receivables
Caused them deteriorating their
-cash flow
-bottom line affecting
-margins declined
-confidence of the promoters got shaken
They were trying to fight this loss with
-their semiconductor OSAT
-their PCB
But failed !
Another failure is that they were afraid of market reaction and as they use to grow over 50% YoY and the growth cut down caused panic in them
They make false reporting and got caught into experts houses hands (some of them overhyped the issue)
What is the truth today ?
-they are far ahead with their semiconductors segment
-they are smart PCB makers
-they finally admit their mistake from smart meter segment
No reason to be very negative on the company
Syrma had same phase
Avalon had same phase
I believe in Kaynes !
First in my bloodline to see a company publically ditching China to come India.
Nexperia (Netherland based) is one of the critical companies of world ecosystem.
100 billion chips annually, 25% of Global production.
Last year, Netherland govt took control of the company when China attempted to takeover it and move it entirely to China.
From last night, Entire Chinese Social media is cursing India for executing the deal with Nexperia. 😎😎
🔎 BUSINESSES / STOCKS WORTH STUDYING🔥
Entero
BSE
KDDL
MTAR Technologies
Paras Defence
Pitti Engineering
Macpower CNC
Supriya Life Sciences
KFin Technologies
Aarti Pharmalabs
Sona BLW Precision Forgings
Apollo Micro Systems
Jyoti CNC Automation
Marine Electricals
Unimech Aerospace
Vintage Coffee
Gravita India
JG Chemicals
VA Tech Wabag
CDSL
Data Patterns
The next step: deep dive into growth, margins, cash flows, valuation, and future triggers. 📊