Discover and read the best of Twitter Threads about #MangalamOrganics

Most recents (2)

New Feature: @ValueResearch offers stock screens using the filters of established value gurus like Ben Graham, Peter Lynch and John Neff. The stocks in these filters will be analysed individually.
Coming first for you is:
#BenGraham, considered to be the father of value investing and Warren Buffet's guru.
To limit the attention and save time, I have selected the top 10 stocks with lowest PE first.

Visit: tradewithchannels.blogspot.com/2020/09/value-…
Read 3 tweets
#mangalamorganics

YTD EPS vaulted to 66. Q3 EPS is double of last FY EPS. It's even better if we consider the numbers are after adjustment of exceptional loss of 5.6 crs for the qtr.

Normalised for exceptional items Q2 EPS is at 16.54 vs Q3 EPS of 37.21, more than doubled.
Firming up of camphor prices & DRT tie up helped post exceptional results. Have a feeling DRT tie up is not fully leveraged in this qtr & further EPS accretion in future quarters from this can't be ruled. Management commentary should provide some clarity.

#mangalamorganics
In China, 98% of camphor produced is used for pharma, healthcare & hygiene. Where as in India, 98% of the produce is used for religious activity.

That untapped market is where the future growth is going to come in. Huge potential..
#MangalamOrganics

Read 20 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!