TradingBanker

TradingBanker

𝐓𝐨𝐩 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭 𝐒𝐭𝐨𝐜𝐤𝐬 𝐅𝐨𝐫 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 ⬇️ 🔸𝗣𝗬𝗥𝗔𝗠𝗜𝗗 -capex is up while borrowings are down -highest ever sales -margins would improve once full operations begin

TradingBanker

𝐓𝐨𝐩 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭 𝐒𝐭𝐨𝐜𝐤𝐬 𝐅𝐨𝐫 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 ⬇️ 🔸𝗣𝗥𝗘𝗖𝗔𝗠 -70% share in domestic market -minor improvement in earnings per share (yoy) -increased cash from operations

TradingBanker

𝐓𝐨𝐩 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭 𝐒𝐭𝐨𝐜𝐤𝐬 𝐅𝐨𝐫 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 ⬇️ 🔸𝗣𝗥𝗜𝗩𝗜𝗦𝗖𝗟 -capex is up and borrowings are down -highest ever sales and sustained margins above 20% -increased cash from operations year over year

TradingBanker

𝐓𝐨𝐩 𝐁𝐫𝐞𝐚𝐤𝐨𝐮𝐭 𝐒𝐭𝐨𝐜𝐤𝐬 𝐅𝐨𝐫 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 ⬇️ 🔸𝗙𝗜𝗩𝗘𝗦𝗧𝗔𝗥 -FII holding at all time high -retail holding at all time low -highest ever sales and manageable NPA

TradingBanker

-71% upmove possible -operating margins ~40% -massive capex undertaken and it should propel profitability when operations begin -debt free & increased FII stake Disc: already invested

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 1. SAREGAMA -reduced public holdings -increasing sales YOY -niche industry

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 2. SURYAROSNI -cash from operations up -borrowings reduced substantially -margins improved YOY

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 3. HEG -capex up and borrowings down -public holding down

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 4. DEVIT -promoter holding up -fixed assets and capex are up -improved margins Cons -sales are down though

TradingBanker

Pros -debt⬇️ and cash from operations⬆️ -operating margins YoY⬆️ -cash+ investments= 45% of MCap -wedge breakout Cons -sales have reduced

TradingBanker

🔸China🔸presented -an opportunity in terms of cheap valuation and -a means to diversify my portfolio -a 15 year trendline support (now 16 year) Ergo, had been adding since last year and is approx 10% of my portfolio

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 1. AARTISURF -reduced debt and capital expenditure up -highest ever EPS during the last year and expecting the trend to continue, even though the last quarter was mellow

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 2. KOPRAN -capital expenditure and operating margins up -highest ever sales and eventually worth scaling of operations the EPS would be the highest too

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 3. INDIGOPNTS -festive season may have an uptick in demand -improved cash from operations year over year -highest ever sales and EPS

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 4 Breakout Picks 4. UNITEDPOLY -promoter stake up from 36% to 50% in last few years -capital expenditure up -highest ever sales and may benefit from the Bangladesh fiasco

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 8 Breakout Picks! 1. NAZARA -capacity expansion without major increase in debt -cash and equivalents at 15% of total market cap -highest ever sales and EPS Cons -reduced promoter holding (Maybe exiting)

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 8 Breakout Picks! 2. HIKAL -improved margins year over year -capacity expansion will lead to highest ever sales -reduction in public holding Cons -higher PE over peers -susceptible to China’s dumping

TradingBanker

🔶𝗜 𝘀𝗰𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘁𝗼𝗰𝗸𝘀 𝘀𝗼 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼🔸 Here are My Top 8 Breakout Picks! 3. CARTRADE -no substantial inventory I.e. trade model -highest ever sales -improved margins Cons -doubtful debtors -reduction in promoter holding