Discover and read the best of Twitter Threads about #Jubilant
Most recents (8)
🌟Looking forward to #MuhuratTrading?
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
✨@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
✨ @MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
➡️Demergers unlock significant value for shareholders.
Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides
➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!
~ ~ Short Thread ~ ~
Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides
➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!
~ ~ Short Thread ~ ~
1. #GHCL (Gujarat Heavy Chemicals Ltd)
→Demerging the Chemicals & Textile business is on the cards.
Possibility in 2 quarters.
→Demerging the Chemicals & Textile business is on the cards.
Possibility in 2 quarters.
2. Piramal Enterprises (#PEL)
→Three way Demerger possible :
~ RealEstate
~ Pharma(CDMO)
~ NBFC
Possibility in 2 to 3 quarters.
→Three way Demerger possible :
~ RealEstate
~ Pharma(CDMO)
~ NBFC
Possibility in 2 to 3 quarters.
I believe this company has more potential to become lifescience global major...this is original vam organics.. from which the entire group fortune rises from pharmova to food. Now focused separate company. Avaliable at 10× ebita ,1.4× sales. # ingrevia
Jubilant ingrevia is unique company
World's largest produces vitamin B, pyiridines , acetic anhydride, india's largest produces of ethyl acetate, pharma grade ethanol. It's unique KSM company with out any actual peers. It's 40 year old company with great management
World's largest produces vitamin B, pyiridines , acetic anhydride, india's largest produces of ethyl acetate, pharma grade ethanol. It's unique KSM company with out any actual peers. It's 40 year old company with great management
High entry barriers with patent and economy of scale... Chemistry is the real asset of Jubilant Ingrevia.
A focused separate management and free cash flow to reinvest in the same business..is a dream combination... last decade Ingrevia literally powered pharmova( acquisition)
A focused separate management and free cash flow to reinvest in the same business..is a dream combination... last decade Ingrevia literally powered pharmova( acquisition)
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#JUBILANT
Booked 1/3rd @ 875.
Little extended + Old resistance above.
Having 3 entries 722, 752 & 760. Now stop trailed at breakeven.
Booked 1/3rd @ 875.
Little extended + Old resistance above.
Having 3 entries 722, 752 & 760. Now stop trailed at breakeven.
1/N
Indian Investors have converted this famous WB quote to buy “quality” at any price! IMHO this is one of the costliest incidences of Chinese whisper!!!!!
However today I look at #Jubilant FoodWorks which appears to be a fair company at absurd valuations
Indian Investors have converted this famous WB quote to buy “quality” at any price! IMHO this is one of the costliest incidences of Chinese whisper!!!!!
However today I look at #Jubilant FoodWorks which appears to be a fair company at absurd valuations
2/N
My observations basis limited history of 10 yrs
Positives
•Remarkable past execution (30 mins delivery)
•Excellent historical growth
•Great Return Ratios (ROCE, ROE)
•Reasonable growth expectations going forward
My observations basis limited history of 10 yrs
Positives
•Remarkable past execution (30 mins delivery)
•Excellent historical growth
•Great Return Ratios (ROCE, ROE)
•Reasonable growth expectations going forward
3/N
Negative
•Doesn’t own the brand!! (Risk of dispute not factored)
•Questionable Promoters (Tried to extract a royalty for using the “Jubilant” brand. This for a co. which pays royalty to use #Dominos brand!!)
•Growth Slowdown (from ~40% to ~15%)
•Decline in return ratios
Negative
•Doesn’t own the brand!! (Risk of dispute not factored)
•Questionable Promoters (Tried to extract a royalty for using the “Jubilant” brand. This for a co. which pays royalty to use #Dominos brand!!)
•Growth Slowdown (from ~40% to ~15%)
•Decline in return ratios
