More from Saket Reddy
The Home Building Theme has just broadened itself and is moving in top gear!
The best ways to play the real estate revival theme instead of buying the home builders :-
— Saket Reddy (@saketreddy) November 21, 2020
1. Ceramics (CERA, KAJARIA)
2. Pipes (ASTRAL, SUPREME, APLAPOLLO)
3. Paints (ASIAN, BERGER)
4. Cement (JKCEM, SHREEC)
5. Construction Chemicals (PIDILITE)
6. Electricals (POLYCAB, HAVELLS)
Plotting sales CAGR for few gems in #chemicals, #pharma and #FMCG
— jeevan patwa (@jeevanpatwa) July 14, 2021
Majority has 20Y CAGR > 10Y > 5Y => growth is decelerating as base becomes big...
only outlier being #Deepaknitrate where
20Y CAGR < 10Y < 5Y => accelerating growth... pic.twitter.com/ewpFeKmxQo
More from Hdfc
Double Top Buy above 2864.83 daily close on 1% Box Size chart. https://t.co/oP7KnYn7R8
HDFC
— Saket Reddy (@saketreddy) February 2, 2021
High Quality standalone business, Holds double digit stakes in High quality group companies like HDFCBANK & HDFCLIFE.
Double Top buy & ABC Pattern breakout above 2698.8 daily close on 1% box size chart & Double top buy above 2756.62 on 3% box size chart. https://t.co/6ozyrPMgIG pic.twitter.com/fXRcAI9Kws