Keval Ashar

Student of Market

[Keval Ashar @KevalAshar]

Neuland Labs *The Big Decadal Opportunity*

:Journey from Commodity play to one of Leading CDMO player in India.

Market Cap : 1279 cr
CMP : 962
Sales : 787 cr
ROCE : 7.80% (97% growth over FY19)

@VijayKedia1 @varinder_bansal @unseenvalue @punitbansal14 @darshanvmehta1

[Keval Ashar @KevalAshar]

@GunavanthVaid @chiragdashj @Investor_Mohit Thank you Guna sir for kind words

Have learned a lot about business analysis from you 🙏

[Keval Ashar @KevalAshar]

@Investor_Mohit @Rishikesh_ADX Thank you for the wishes Mohit 😊🙏

[Keval Ashar @KevalAshar]

@Investor_Mohit @UditSharma1326 @Rishikesh_ADX @insharebazaar @InvestorAyush @ayush_agr87 @ash_lodha @sahil_vi @MeetshahV Happy Friendship Day @Investor_Mohit 😀

[Keval Ashar @KevalAshar]

@sajith1438 DPSUs and selected private companies .. you can checkout DSP Tiger Fund (has exposure in Defence sector)

[Keval Ashar @KevalAshar]

Indian Defence Manufacturing 🇮🇳
"Decadal opportunity with potential contracts of $110 Bn over next 8-10 years 🎯"

Great insights by @charanlearning on Indian Defence Sector : https://t.co/0j0gyxixsI

[Keval Ashar @KevalAshar]

Ps : There will be many PSUs and selected private companies to be benefitted in Defence Sector.
It's a long way to go, don't rush in at once!

[Keval Ashar @KevalAshar]

3. Huge Export Opportunity

India's defence exports have increased from 400 Cr in FY13 to 8400 Cr in FY21, government has targeted $5bn (36000 Cr) of exports in 2025!

[Keval Ashar @KevalAshar]

Post this incidence Howard Marks concluded
“it’s not what you buy, but what you pay for it”

[Keval Ashar @KevalAshar]

It’s not only about what you Buy, but also what you Pay for it!

~Howard Marks

[Keval Ashar @KevalAshar]

Howard Marks in 1969 made a list of NIFTY 50 stocks (comprising of greats like Xerox, IBM, Kodak, Merk) expecting them to go up in a Decade, for his clients.

If his clients had invested in Sept 1969’ in those stocks, by end of 5 years they would have lost most of their wealth.

[Keval Ashar @KevalAshar]

@Investor_Mohit @Ajaya_buddy Likewise bro

[Keval Ashar @KevalAshar]

@InvestorAyush @Investor_Mohit MicroCap expert only ASM 😀

[Keval Ashar @KevalAshar]

Had a great time meeting @drprashantmish6 Sir & @Investor_Mohit 🙌

[Mohit Jangir @Investor_Mohit]

Doctor, Investor and a great human being 😊

Mumbai trip is incomplete without meeting @drprashantmish6 Sir 🤝

[Keval Ashar @KevalAshar]

Amazing read, a letter to Investors !!

Important to know your Fund Managers Investment Process and this has it all 🎯

Do checkout -
: Jarvis
: work on New Age Businesses
: Global Ecosystem Analyses … and much more

[DSP Mutual Fund @dspmf]

Our Equity team's Annual Note, a letter to our investors, is here.

Get an insight into how your money is invested, how the team thinks, why they think that way, what they've been up to, market views & more!

Click image to download the note 👇

Read blog: https://t.co/J6841cTzfv

[Keval Ashar @KevalAshar]

@Investor_Mohit Congratulations Mohit 🙌