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Showing posts from August 16, 2020

New Stock Picks

Healthcare:  No debt stocks:  Bayer crop science - liked Alembic Cupid - liked Caplin point - liked - 8 Eris - liked - 8 Low P/E: Mangalam drugs Kopran Cupid Vivimed Food Processing:  Freshtrop fruits Manpasand beverages 1. Profits in Mar and June Q only. Zydus wellness 1. 40+ Net margin Tasty bite eatables Hindustan foods Sector - Construction  Highly debt-ridden sector(except few industries) Industries 1. Cement and asbestos products:  Everest industries: Building products i. Roofs ii) Boards and panels Steel buildings - Improved revenue - Op profit increased (almost same op margin) - net profit and net profit margin are increased - Demonetisation affected them. - Lost a few clients as they were not able to pass the benefits to them when steel prices dropped. Rain industries: - Reduced cost/expenditure leads to improved op profit. - Op margins improved a lot. (2'14 to 2'17 - 10 to 21) - No change in debt levels. (0.58 to 6.93) - Net profit margins improved. *N...