JBCHEPHARM at 20x FY23 EPS is a much safer and a better buy than a conventional FMCG Player like HINDUNILVR with no significant reinvestment moat and single digit earnings growth.
The difference here is that JB can still reinvest bulk of its cash flows at a similar/higher ROIIC.
The cash compounding machine JBCHEPHARM does 42% ROCE ex cash, EBITDA Margins at 27.4%, I as an investor would be happy if they maintain margins in mid 20s.
— Saket Reddy (@saketreddy) June 15, 2021
FY21 EPS of Rs. 58, you are getting a company growing at > 20% since the last 5 years at < 1 PEG and 26x TTM Earnings. pic.twitter.com/5u4u0C5MpK
More from Saket Reddy
Double Top Buy triggered above 1933.43 daily close on 3% Box size chart. https://t.co/eELxOeNmvg
JBCHEPHARM
— Saket Reddy (@saketreddy) July 16, 2021
Double Top Buy, Super Pattern - Bullish and T20 Pattern - Bullish triggered above 1886.26 daily close on 1% Box Size chart. https://t.co/bzIsbWjbEP pic.twitter.com/JQVkao635V
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)
Double Top Buy above 1485.56 daily close on 1% Box Size chart. https://t.co/zY8JwRIZUu
HAVELLS
— Saket Reddy (@saketreddy) August 30, 2021
Double Top Buy, Super Pattern - Bullish & T20 Pattern - Bullish above 1266.91 daily close on 1% Box Size chart. https://t.co/78Tb2dKZkm pic.twitter.com/4lWz25jGgk