RAJRATAN - Leader in Tyre bead wire.

PAUSHAK - Leader in Phosgene Chemistry.

IONEXCHANG - Interesting biz in water treatment.

DYNPRO - Leader in food colours & dyes.

MOLDTEK - Proxy to consumption & paints.

DMCC - Very Interesting capital allocation & CAPEX plan.

(1/n)

@abhymurarka ACRYSIL - Niche biz in hoke improvement Globally.

ASALCBR - Growing biz with good capital allocation, issue with promoter though.

NEOGEN - Leader in Bromine Chemistry, very interesting future ahead.

GANECOS - Vert interesting biz in PET waste conversion into yarn.

(2/n)
@abhymurarka Interesting businesses in IMO with a good Industry structure now and going to improve in future with enough margin of safety.

Most of them generate decent ROCE, Earnings growth, clean balance sheets and cash flow conversion.

(3/3)

More from Saket Reddy

More from Stocklearnings

I'm working out on a Portfolio for 3 years and I feel it can provide 2x- 3x returns till March 2024.

I've covered 6 stocks today and working on 3-4 more Stocks. Though, I've checked each aspect but 👇

** You still need to keep a track of fundamentals every quarter**

#Stock No 1

#BlackRose Ind ( Chemical)

MCAP 829 Cr
Fundamentals 👌🏻
Technical 💪🏻

Already covered Business and Financial previously and can check again below. Stocks hasn't run up in recent


#Stock No 2

#IEX (Platform Business)

MCAP 10,162 Cr
Fundamentals 👌🏻
Technical 💪🏻

This is also covered preciously and can check detailed thread on below


#Stock No 3

#Gland ( Pharmaceutical)

MCAP 39,447 Cr
Stock PE 51.9
ROCE. 30.2%
ROE 23.4%

**Major revenue comes from B2B
**Quality products
**Aim to file 20-25 ANDA each year
** Positive Management & great future outlook

#Stock No 4

#happiestminds ( IT)

MCP 7,675 Cr
Stock PE 53.7
ROCE 42.8%
ROE 83%

**Strong & experienced Management & Promotors
**OPM % has increased from 4% to 27% from Dec'19 to Dec'20.
**Significant improvement in Net cash flow
**Positive Commentry on Future outlook

You May Also Like

@franciscodeasis https://t.co/OuQaBRFPu7
Unfortunately the "This work includes the identification of viral sequences in bat samples, and has resulted in the isolation of three bat SARS-related coronaviruses that are now used as reagents to test therapeutics and vaccines." were BEFORE the


chimeric infectious clone grants were there.https://t.co/DAArwFkz6v is in 2017, Rs4231.
https://t.co/UgXygDjYbW is in 2016, RsSHC014 and RsWIV16.
https://t.co/krO69CsJ94 is in 2013, RsWIV1. notice that this is before the beginning of the project

starting in 2016. Also remember that they told about only 3 isolates/live viruses. RsSHC014 is a live infectious clone that is just as alive as those other "Isolates".

P.D. somehow is able to use funds that he have yet recieved yet, and send results and sequences from late 2019 back in time into 2015,2013 and 2016!

https://t.co/4wC7k1Lh54 Ref 3: Why ALL your pangolin samples were PCR negative? to avoid deep sequencing and accidentally reveal Paguma Larvata and Oryctolagus Cuniculus?
Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.

He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...


... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:


Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.

Tweet: https://t.co/36FnYnsRT9


Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."

I wonder why...

Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x


Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.

Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq