In our latest deep dive, we cover:
🔹 The ₹45,000 Cr Order Pipeline – Where is the growth coming from?
🔹 Key Growth Drivers – US expansion, Sintex turnaround, datacenter demand & DI pipe scale-up
🔹 Forensic & Valuation Check
👇 🎥 https://t.co/mGwOyM7U4D
#WelspunCorp
How does a global market leader build an order book worth ₹45,000 Crore? ��
Welspun Corp has transformed from a traditional pipe maker into a multi-segment industrial powerhouse. But is the current valuation offering a margin of safety, or are there hidden cyclical risks?
Someone pitched me Raymond Ltd today with his 6 month old report. I threw him back Sadhan June 25 analysis and He was shell shocked ..
There are certain things I don't like , I give it a pass. Period.
When a sector gets rerated sabka number aa hi jata hai. It's speculation Not Investing.I would say Market have been generous but I am not.
Gujarat Gas reduces industrial segment #prices by ₹3.59/scm from tomorrow.
~The war of price cuts began as RM costs have halved.
🖐️Spoken about GGL 30% buying #NaturalGas on spot vs MGL/IGL ~20% in my detailed analysis
📺https://t.co/mC2sg4x9Ok
It took me a fortnight to make this video.
If not seen watch now as valuations have corrected to palatable levels now🤝
#PrajIndustries
https://t.co/729rz9xsld
Labor of love!
Q: What is nemesis to inflation?
Answer - Technology
Rationale- Simply because tech is so involved with daily lives that consumer is inelastic to price.
Strategy- If you try to pick winner in technology sector top down🔽 you are doomed to fail.
Go Bottom Up 🔼
Hi Investors!
Word on the street is buy #Gold now.
Back in Feb 2022 we made a detailed investment case for #Gold at start of #UkraineWar Link:▶️https://t.co/T6S3J3PGRS
Since then gold have gained 20% outsmarting equities handsomely :)
Please share our work with friends:)
Last month we covered #GujaratGas on YT discussed of Propane vs Gas war.
Propane prices in Morbi exptd to rise to Rs 59/scm in march 2023 from current (Rs 46)
Industrial customer shifting back to CGD. Here goes Scorecard
📍Propane -0
📍Gujarat Gas-1
https://t.co/hFb19pONhN
#bandhanbank
One stock where numbers never met the narratives.
Failed my 4 point filter specially wrt STD/LTD.
Never invested :)
Flagged 1-2 years back when it was above 5X PB.
https://t.co/PGebQKPE0Z