Top Tweets for #ARNotes
FY23 AR Notes Coming Soon.
This time we are going to cover 80-100 businesses.
Here's a glimpse.🙂
Are you ready?
#FY23 #ARNotes #SSSInsights
A wonderful note from a wonderful friend = a wonderful way to start the day! Thank you, friend! @tmansinho #ARnotes
Another company where revenue growth visibility is high is Oriental Rail Infrastructure.
FY 22 revenue is 173 cr and it has order book of 1900 crores ( Around 11 times) .Maximum order duration is 39 months.
Avg might be around 30+ months .
#ARNotes
Valiant Organics expecting revenue of around 300-350 Crore from 12000 MTPA capacity PAP in next 2-3 years.
Sadhana Nitro is rolling out 36000 MTPA capacity of PAP and will get PLI scheme benefit.
Expected revenue is 1000 crores/year from PAP in next 3+ years.
#ARNotes
#Carborundum that day i still remember it was down like 15-17 pc in a day when war broke out and CUMI having a plant in Russia. Just like the rouble outperformed against expectations, as per annual report CUMI russia division performed much better. #ARNotes
#ARnotes can just be the perfect #solution for large warehouses or similar #industries dealing with several inventories. To bring business processes in place, there’s no greater solution than #AugmentedReality Notes.
Watch our POC based on a small-scale version of the notion.
#SahilARnotes #advancedEnzyme
#Strongbooks #goodidea #ARnotes
Books and management looks good..
Technically, Chart also given all time high breakout.
@anba_b Namaste, you can read it here: @suru27: #ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was… https://t.co/lJpRTaDN0q Have a good day. 🤖
#ARNotes #hindustanfood. 15 hr day in office but reading analysing AR brings all energy back :). This one was long due. Had mentioned on reading an interesting AR. Cash flows, margins n valuation need serious monitoring, not easy to decipher at this stage of journey #AR28
#AR2020 #ARNotes #Apollosindoori One of microcars I track. Illiquid counter. In healthcare facility mgmt , catering hospitality mgmt. Interesting combo of sectors
@Rohit_Investor Halo! you can read it here: @suru27: #ARNotes #Gujaratambujaexports https://t.co/zMhlHoqW9Y Have a good day. 🤖
@Rohit_Investor Hello, you can read it here: @suru27: #ARNotes #Bandhanbank https://t.co/JO4qbsvFFo See you soon. 🤖
@GAB_Indian Hi, the unroll you asked for: @suru27: Another long one #polycab #ARNotes Good one to get to know about industry. Company may not be able to repeat… https://t.co/0L3whJ6zP3 Talk to you soon. 🤖
An out of favour sector. The only debt free company which sometime back used to trade at a market cap less than 2x of cash on books #ARNotes #Sinclairs
Someone had asked if can share some of AR copies with highlights to understand what sections to go through. These ARs give some flavour. Also, where to focus depends on which sector ARvlooking at as well as personal understanding of the sector . 1 more #ARNotes #Sonatasoftware
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