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
#IEX finally getting close to my average price, will start adding it below 150 (15% further correction from here)
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
#IEX in my PF is a giant growing dividend paying Gorilla
— Tar \u26a1 (@itsTarH) October 18, 2021
Main reason I don't mess around with my holdings is cause I expect it to.
Pay Dividend = to my investment within the next decade
Glad they are considering Bonus Issue (tax favorable) instead of Cash Dividend. pic.twitter.com/2cLt6yK0Xw
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
More from Iex
#IEX -375
With near term base Cass 346.
Upside probability increase..
#Perception
With near term base Cass 346.
Upside probability increase..
#Perception
#IEX
— MaRkET WaVES (DINESH PATEL ) (@idineshptl) April 20, 2021
On sustain rise above 347 upside shown in chart up to 4.618%(521)
And 6.857%(718).
View valid till 233 not violated. @UdayJad39389920 pic.twitter.com/I2MoPlwXRW