In our latest deep dive, we cover:
๐น The โน45,000 Cr Order Pipeline โ Where is the growth coming from?
๐น Key Growth Drivers โ US expansion, Sintex turnaround, datacenter demand & DI pipe scale-up
๐น Forensic & Valuation Check
๐ ๐ฅ https://t.co/mGwOyM7U4D
#WelspunCorp
How does a global market leader build an order book worth โน45,000 Crore? ๏ฟฝ๏ฟฝ
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 โน3.59/scm from tomorrow.
~The war of price cuts began as RM costs have halved.
๐๏ธSpoken about GGL 30% buying #NaturalGas on spot vs MGL/IGL ~20% in my detailed analysis
๐บhttps://t.co/mC2sg4x9Ok
It took me a fortnight to make this video.
If not seen watch now as valuations have corrected to palatable levels now๐ค
#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 down๐ฝ you are doomed to fail.
Go Bottom Up ๐ผ
As promised,
Presenting the follow up ๐บ on
โฝ๏ธGujarat Gasโฝ๏ธ
Decoding trader's dilemma
Simplifying Macro & Micro๐
๐https://t.co/3g0e6sup2v
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:โถ๏ธhttps://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
๐Propane -0
๐Gujarat Gas-1
https://t.co/hFb19pONhN
As promised,
Presenting the follow up ๐บ on
โฝ๏ธGujarat Gasโฝ๏ธ
Decoding trader's dilemma
Simplifying Macro & Micro๐
๐https://t.co/3g0e6sup2v
#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