Financial Monk

A Financial Atelier writing about Markets, Stocks, News, Updates, Sectors backed by detailed research with meaningful insights.

[Financial Monk @financial_monk]

#Shaily Engineering: Huge China+1 play!

From deepening its relation with #IKEA to scaling up of Toys & Pharma, it has enough annuity orderbook to do 2x topline by FY23.

Credits: @aman_thadani

@drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27

https://t.co/8yTh9Y6b5h

[Financial Monk @financial_monk]

@MrRChaudhary Congratulations @MrRChaudhary

[Financial Monk @financial_monk]

India-made foreign #liquor sales up by 23% in first half 🍻🥂

@r_laroia @Jitendra_stock

[Financial Monk @financial_monk]

#shaily engineering's toy segment might get a further boost, as in last 3 years India witnesses a drastic fall in #toy imports!!

@drprashantmish6 @nid_rockz

[Financial Monk @financial_monk]

#Shaily Engineering: Huge China+1 play!

From deepening its relation with #IKEA to scaling up of Toys & Pharma, it has enough annuity orderbook to do 2x topline by FY23.

Credits: @aman_thadani

@drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27

https://t.co/8yTh9Y6b5h

[Financial Monk @financial_monk]

Can #methanol be the next trend ?

@pareekhjain @Fibonalysis

[Financial Monk @financial_monk]

#Praj Ind is commendable!

Sugarcane juice can't be stored for more than 24 hrs but #praj has changed the dynamics by coming up with a technology which improves its storability upto 12 months !

Also praj got the technology #patented!!

#ethanol #sugar

@nid_rockz @Gautam__Baid

[Financial Monk @financial_monk]

Is #Tata facing some headwinds in their $300 million semi conductor plan ?

[Financial Monk @financial_monk]

#tatas to enter the #semiconductor market !!!

@datta_arvind @rdkriplani

[Financial Monk @financial_monk]

#westlife #McD - Aggressive growth in line!

Company has guided addition of 200 stores in next 3-4 yrs to its current 305 stores !

@saketreddy @Maaachaaa69

[Financial Monk @financial_monk]

The flying Indian #CDMO mrkt!

Domestic CDMO formulation mrkt expected to grow at ~14% cagr (higher rate) whereas Domestic formulation seg is expected to grow at ~11% cagr during 2020-25!

Growth is backed by strong demand in generic formulation

@drprashantmish6 @punitbansal14

[Financial Monk @financial_monk]

#aluminum production will be at ~100% capacity in FY22 as gap in supply demand widens!

[Financial Monk @financial_monk]

Aluminum hits 10-year high on booming demand and supply squeeze.

#nalco
#hindalco

@Mr_Chartist

[Financial Monk @financial_monk]

#tea stocks on recovery ?

Price gap between Indian and Kenyan teas has narrowed !

@nid_rockz

[Financial Monk @financial_monk]

#space industry stands at ~360 billion dollars globally and #India has just 2% share and is expected to grow ~9% in next decade !

@rdkriplani

[Financial Monk @financial_monk]

#NTPC plans IPOs of 3 units, could raise $2 bn!

@caniravkaria

[Financial Monk @financial_monk]

#Marico targeting 10,000cr sales!

They are setting their future with 3 bets - Premium Healthcare products, Foods and Digitization.

@unseenvalue

[Financial Monk @financial_monk]

Britannia 🤝 Accenture

#Britannia ties up with #accenture for Digital operations!

https://t.co/BDZAL2kITm

[Financial Monk @financial_monk]

#HDFC Bank - Doubling its rural presence!

Company has presence across >550 districts and 1,00,000 villages. It aims to double this to 2,00,000 villages in 18-24 months.

@datta_arvind @dmuthuk

[Financial Monk @financial_monk]

#balrampur chini expecting ~30% revenue from distillery in next 3 yrs from current 14%. Plans 400cr Capex in distillery enhancement from 520KL per day to 840KL per day !!

@safiranand

[Financial Monk @financial_monk]

#Chemplast sanmar

DGTR Recommends Anti Dumping Duty on antride Fumade Silica.

@nid_rockz

[Financial Monk @financial_monk]

Strong capacity ramp up by #Tinplate companies in India!!

~30-35% of tinplate demand is met by imports and domestic prices are still lower than international coz of which in FY21 imports reduced to 1,80,000 tonnes from 2,50,000 in FY20.

#JSW #TATA

@oldschoolinvest

[Financial Monk @financial_monk]

#Creditcard spends per day:
In April- 1380cr
In July- 1810cr
In August- 1920cr (expected)

Huge growth!!!!

@datta_arvind

[Financial Monk @financial_monk]

India may get an exclusive right to sell basmati in EU!

@TheBullBull