SUMMARY
Investing in a solar power company in the portfolio could
potentially give 20x returns, and the session provides valuable information for
long-time followers.
A solar power company in the portfolio could potentially give
20x returns, and the session will provide valuable information for long-time
followers.
·
A
company in the solar power sector in the portfolio has the potential to give
returns of up to 20 times, and the session will provide valuable information
for long-time followers.
·
We
are providing updated data on Apar Industries and discussing important factors
to consider for investing in the company.
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Apar
Industries and Action Construction Equipment are poised for growth due to
increased demand for conductors and transformers in India's expanding
electricity and renewable energy sectors.
·
Apar
Industries is a company that caters to multiple industries and is the largest
one-stop solution provider for design, manufacturing, upgrading, and testing of
conductors in the world.
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The
growth of electricity in India will lead to increased demand for equipment such
as conductors and transformers making companies like Action
Construction Equipment a profitable investment.
·
The
company is a leader in providing cables for important sectors like solar,
railways, submarines, and wind mills, with a
strategic advantage in the renewable energy segment.
·
Vande
Bharat Trains supplier is a market leader in conductors for Indian Railway
Electrification, and being part of the government's flagship scheme is a
significant opportunity.
·
The
company has a strong order book, diverse sectors, and healthy financials,
indicating potential growth in the stock.
·
The
company has developed new products for Bullet trains and EV
charging, with a significant order book of Rs. 7500 crores, indicating a
strong business and customer trust.
·
The
company is involved in multiple sectors, including electricity, railways,
shipping, submarine, solar wind mill, mining,
and hybrid cable harness, with expansion plans in the
financial year 2024.
·
The
company's stock has a PE of Rs. 30, with strong sales and profit growth,
indicating a healthy business.
·
The
company has seen significant top and bottom line growth, with strong cash
reserves and positive cash flow, indicating good profitability and financial
health.
·
The
company's top line has increased three times, with margins remaining around 9
to 10 due to the impact of commodity prices in the sectors it operates in.
·
The
company's bottom line has seen significant growth over the past 4 years, with a
focus on interest cost and main business profit.
·
The
company's equity capital is not diluted, it has a cash reserve of Rs. 1000
crores, and is generating positive cash flow from operations, indicating a good
cash flow statement and profitability.
·
The
company has strong financial indicators and potential for growth, making it a
good investment opportunity for new investors.
·
The
company has a good Return on Capital Employed, healthy promoter holding, and
increased positions by FII and DII, indicating a positive business outlook.
·
We
cannot predict the immense returns of a stock, so it's important to diversify
our investments.
·
The
company has potential for growth and new investors can still buy in, with the
possibility of the market cap increasing to Rs. 75,000 crore.
·
The
company's increased PE indicates potential for significant future growth, with
a list of recommended stocks to watch.
·
The
company's PE has increased, leading to potential for significant growth in the future
due to doubling of top line and quadrupling of bottom line.
The company's theme is expected to come in the future, and
they will provide a list of stocks, especially the double B (BB) and triple B(BBB)
category stocks.
Consider long term investments in good companies, watch breakout
shares for potential opportunities, and follow recommended sources for analysis
and information.
·
Avoid
intraday options and focus on short term momentum or positional trades,
consider investing in good companies for long term returns, and watch breakout
shares for potential investment opportunities.
·
Follow
twitter for quarterly results analysis, Prerna's analysis, and Dhruv Bajaj's
company studies (Smart Sync Services on YouTube) for information and knowledge.
Keep giving feedbacks, see you in the next session, take care
of yourself and your portfolio.
