Thank you!
All of your questions are answered here.
You will find these addressed at length by the
More from Tar ⚡
Guess the Sector, that this company operates in.
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
@drprashantmish6 @Investor_Mohit
— Arun Choudhary FCA (@YOUNGBRUJ) July 9, 2021
1) Information on cement sector in India
India at 550 MTPA is the 2nd largest cement producer globally. Expected to move to 650 MTPA by 2025E pic.twitter.com/GqtcSk03TU
Wanted to invest in US Stocks?
Next couple of months are good for bottom fishing
High growth stocks with sky high valuations will finally come down to Earth🌎
My shopping list includes the below
Planet Labs
Rocket Lab
Upstart
Coupang
QS
Roblox
Ginkgo Bioworks
High Risk 🅾️
Two frequent questions
1. What website to use for data?
https://t.co/8A7w6qX4VQ
2. How do
Ans'ing other Qs, don't know all the companies, there are too many to track & I stick with what I know
Don't feel FOMO, entire year high growth names will correct
Hunt for picks within recent SPACs, most are duds, but higher chances you find a
Next couple of months are good for bottom fishing
High growth stocks with sky high valuations will finally come down to Earth🌎
My shopping list includes the below
Planet Labs
Rocket Lab
Upstart
Coupang
QS
Roblox
Ginkgo Bioworks
High Risk 🅾️
Two frequent questions
1. What website to use for data?
https://t.co/8A7w6qX4VQ
2. How do
Ans'ing other Qs, don't know all the companies, there are too many to track & I stick with what I know
Don't feel FOMO, entire year high growth names will correct
Hunt for picks within recent SPACs, most are duds, but higher chances you find a