Shared this forgotten business which was once a 20x in just 2 years at @ias_summit
Valuation now at all time low...turnaround play
Retweet to get this presentation
Download link: https://t.co/26FrwyFC5Y
Sanity back..& lot of new triggers
Explaining in a HAVELI story format
If you are getting easy themes for better investment why to chase complicated themes like AI/Data Centers
Power T&D is for real and for decades
๐Power grid
๐Shilchar
๐Advait
๐Viviana
๐Bondada
๐KEC
๐Kalptaru
๐Hitachi energy
And many more
No Reco
๐โป๏ธ Powering the Future: Top 5 Battery Recycling Stocks in India ๐ฎ๐ณ
1๏ธโฃ Gravita India
2๏ธโฃ Pondy Oxides & Chemicals (POCL)
3๏ธโฃ Nile Limited
4๏ธโฃ Exide Industries
5๏ธโฃ Jain Recycling
๐ซ No Recommendation
Various Defence stocks are all doing very different jobs.
Here is a mapped format of 12 major listed Indian defence companies by what I believe is their biggest strength.
Of course, many of these companies work across multiple segments & this is just a broad classification to make the sector easier to understand.
#Stockstowatch #Defence
๐ฅSmallcap Stocks Hitting New All Time Highs Today.
Save for Later ๐
Aether Industries
Radico Khaitan
Thangamayil Jewellers
Senores Pharma
Exide Industries
J&K Bank
Bajaj Consumer
Anand Rathi Wealth
SJS Enterprises
Sky Gold
Schneider Electric
Astra Microwave
Diamond Power
Cemindia
Timex Group
Aditya Infotech
Which one you have? Comment ๐
Promoters are buying more.
Sales & Profits are growing.
And these are still small cap businesses.
๐it is always interesting when both business performance and promoter conviction move in the same direction. ๐
๐ sector in focus : defense
๐ A list of 10 small cap defense stocks ๐งต๐ !!!!
1. Unimech Aerospace and Manufacturing
Current Price โน 937
Mar Cap โน 4,765 Cr.
ROCE 22.2 %
Return on equity 19.9 %
๐ญ Government Companies That Quietly Run India ๐ฎ๐ณ
1. IRCTC - Near 100% monopoly in railway ticket booking
2. Coal India - ~80% of Indiaโs coal production
3. HAL - Dominates Indiaโs military aircraft manufacturing
4. ONGC - ~70% of Indiaโs domestic crude oil production
5. BHEL - Major supplier of Indiaโs power equipment infrastructure
6. CONCOR - ~60โ70% share in rail container logistics
7. NTPC - Generates ~25% of Indiaโs electricity
8. LIC - ~60% market share in life insurance
9. SBI - ~23% share of Indiaโs banking assets
10. Indian Oil - ~44% share of Indiaโs fuel retail market
You donโt choose them.
But you canโt avoid them. ๐ฎ๐ณ