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Financial Monk

@financial_monk

A Financial Atelier writing about Markets, Stocks, News, Updates, Sectors backed by detailed research with meaningful insights.

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#Shaily Engineering: Huge China+1 play! From deepening its relation with #IKEA to scaling up of Toys & Pharma, it has enough annuity orderbook to do 2x topline by FY23. Credits: @aman_thadani @drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27 financialmonk.in/shaily-enginee…


India-made foreign #liquor sales up by 23% in first half 🍻🥂 @r_laroia @Jitendra_stock

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#shaily engineering's toy segment might get a further boost, as in last 3 years India witnesses a drastic fall in #toy imports!! @drprashantmish6 @nid_rockz

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#Shaily Engineering: Huge China+1 play! From deepening its relation with #IKEA to scaling up of Toys & Pharma, it has enough annuity orderbook to do 2x topline by FY23. Credits: @aman_thadani @drprashantmish6 @rdkriplani @ms89_meet @nid_rockz @suru27 financialmonk.in/shaily-enginee…



#Praj Ind is commendable! Sugarcane juice can't be stored for more than 24 hrs but #praj has changed the dynamics by coming up with a technology which improves its storability upto 12 months ! Also praj got the technology #patented!! #ethanol #sugar @nid_rockz @Gautam__Baid

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Is #Tata facing some headwinds in their $300 million semi conductor plan ?

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#westlife #McD - Aggressive growth in line! Company has guided addition of 200 stores in next 3-4 yrs to its current 305 stores ! @saketreddy @Maaachaaa69

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The flying Indian #CDMO mrkt! Domestic CDMO formulation mrkt expected to grow at ~14% cagr (higher rate) whereas Domestic formulation seg is expected to grow at ~11% cagr during 2020-25! Growth is backed by strong demand in generic formulation @drprashantmish6 @punitbansal14

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#aluminum production will be at ~100% capacity in FY22 as gap in supply demand widens!

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Aluminum hits 10-year high on booming demand and supply squeeze. #nalco #hindalco @Mr_Chartist



#tea stocks on recovery ? Price gap between Indian and Kenyan teas has narrowed ! @nid_rockz

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#space industry stands at ~360 billion dollars globally and #India has just 2% share and is expected to grow ~9% in next decade ! @rdkriplani

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#NTPC plans IPOs of 3 units, could raise $2 bn! @caniravkaria

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#Marico targeting 10,000cr sales! They are setting their future with 3 bets - Premium Healthcare products, Foods and Digitization. @unseenvalue

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#HDFC Bank - Doubling its rural presence! Company has presence across >550 districts and 1,00,000 villages. It aims to double this to 2,00,000 villages in 18-24 months. @datta_arvind @dmuthuk

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#balrampur chini expecting ~30% revenue from distillery in next 3 yrs from current 14%. Plans 400cr Capex in distillery enhancement from 520KL per day to 840KL per day !! @safiranand

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#Chemplast sanmar DGTR Recommends Anti Dumping Duty on antride Fumade Silica. @nid_rockz


Strong capacity ramp up by #Tinplate companies in India!! ~30-35% of tinplate demand is met by imports and domestic prices are still lower than international coz of which in FY21 imports reduced to 1,80,000 tonnes from 2,50,000 in FY20. #JSW #TATA @oldschoolinvest

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#Creditcard spends per day: In April- 1380cr In July- 1810cr In August- 1920cr (expected) Huge growth!!!! @datta_arvind

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India may get an exclusive right to sell basmati in EU! @TheBullBull

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#CCL PRODUCT CCL Products' Challa Srishant joins on CNBC-TV18, says the company's orderbook is full this year. He is confident of doubling both top & bottomlines over next 3 years! @saketreddy👍


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