Discover and read the best of Twitter Threads about #kilpest
Most recents (3)
what better way to start sunday than a #kilpest thread: a classic peter lynch pick & shovel investment for the diagnostics sector. If you like the thread, please retweet this tweet to help educate max investors. 🙏🙏
Before I dive into Kilpest, some words on microcap investing. Everyone **needs** to be aware of what they are signing up for.
Two interviews from @varinder_bansal sir’s Omkara capital with very successful microcap investors (one with @iancassel sir: ...
#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
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
#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
#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
Here's my next pick - #Kilpest . Cmp:308
It might be a controversial one. But given the updates from the management today, I'm quite hopeful that this will become 2x or 3x from current levels within 2 or 3 yrs.
Do your own research before investing.
Disc: Invested
It might be a controversial one. But given the updates from the management today, I'm quite hopeful that this will become 2x or 3x from current levels within 2 or 3 yrs.
Do your own research before investing.
Disc: Invested
Agri business continues to perform badly in the last few years.
The Operating profit is declining in the last few years.
Agri business contributes nearly 45% of sales but less than 10 percent of profits per FY20 figures, which comes from other income.
The Operating profit is declining in the last few years.
Agri business contributes nearly 45% of sales but less than 10 percent of profits per FY20 figures, which comes from other income.
OPM of 3B biotech is over 50% for FY20 pre-covid.
This reflected in the June quarter OPM of 69% due to 3Bs sky rocketing sales.
3B had its on and off years till FY16 post which there is a steady performance by 3B.
This reflected in the June quarter OPM of 69% due to 3Bs sky rocketing sales.
3B had its on and off years till FY16 post which there is a steady performance by 3B.
