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@Lokesha_Ajay

#Thread of the top 3 stocks, sector wise

Industrial Conglomerate
#Siemens
#3M
#Godrej

Pharma
#Caplin
#Granules
#Natco

Electronics
#Dixon
#Amber
#Honeywell

(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran

Health care
#Lalpath
#Kovai
#Narayanahru

Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)

Auto parts
#Minda
#Motherson
#Subros / #Fiem

Communication & networking
#Sterlite
#Dlink
#Tejas

Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal

(2/n)

.@ipo_mantra

Biotech
#Syngene
#Eris
#Vivobio

Transport
#IRCTC
#Interglobe

Real estate
#Sunteck
#Nesco
#Oberoi

Logistics
#Allcargo
#TCI
#Mahindralog

Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak

Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods

(3/n)
.@VJ_Rabindranath

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MRIDUL SOMANI

@Mridulsomani2

#akshar chemicals - FY20 would be a yr to watch. Rev/PAT going 2x, ebitda% improving ~15% to 20% as major contribution frm pigments and silica. Margins wd be more stable due to lower contribution from dye intermediates. #bodal chemicals #kiri chemucals #shree pushkar

Fairly valued at 15x at 610. Though 2 yr fwd is ~8x. #Vinyl Sulphone and #H Acid realizations have stabilized now from peaks due to #China factor last year. Capex permissions are not easy to get with dye intermediates being highly toxic.

Pigments and silica doesn't get impacted by China factor, as being products for domestic market. #Akshar Chem

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