#CAMS
✅Proxy play on mutual fund industry growth
✅Tie-up with big AMCs, high mkt share in registrars
✅Also into Account Aggregator, etc
❌Kotak’s investment in & new funds going to competitor KFintech
❌With brokers becoming AMCs, services like KYC might be in-housed
(2/7)
✅Proxy play on mutual fund industry growth
✅Tie-up with big AMCs, high mkt share in registrars
✅Also into Account Aggregator, etc
❌Kotak’s investment in & new funds going to competitor KFintech
❌With brokers becoming AMCs, services like KYC might be in-housed
(2/7)
#PixTrans
✅40% domestic mkt share in a recession-proof repetitive business
✅Low-cost mfg with high gross & operating margins
❌Revenues depend on mfg capex cycles
❌High inventory requirement and thus, low cash conversion
❌Threat of product obsoletion due to automation
(3/7)
✅40% domestic mkt share in a recession-proof repetitive business
✅Low-cost mfg with high gross & operating margins
❌Revenues depend on mfg capex cycles
❌High inventory requirement and thus, low cash conversion
❌Threat of product obsoletion due to automation
(3/7)
#OrientalAromatics
✅2nd mkt leader in F&F
✅Strong vertical integration with presence in 3 stages of value chain
✅CapEx for lucrative Aroma chem despite negligible debt
❌F&F blends ruled by global incumbents
❌Vulnerable margins due to raw material price fluctuations
(4/7)
✅2nd mkt leader in F&F
✅Strong vertical integration with presence in 3 stages of value chain
✅CapEx for lucrative Aroma chem despite negligible debt
❌F&F blends ruled by global incumbents
❌Vulnerable margins due to raw material price fluctuations
(4/7)
#SHIL
✅Hindware mkt leader in sanitaryware
✅Strong B2B tie-ups wid construction cos.
✅One-stop solution for urban houses
❌Possible capital misallocation: competition in pipes & kitchen appl., premium furniture not scalable
❌scuttlebutt reveals poor quality of Hindware
(5/7)
✅Hindware mkt leader in sanitaryware
✅Strong B2B tie-ups wid construction cos.
✅One-stop solution for urban houses
❌Possible capital misallocation: competition in pipes & kitchen appl., premium furniture not scalable
❌scuttlebutt reveals poor quality of Hindware
(5/7)
#NeogenChemicals
✅Leader in Bromination space: 20+ yrs exp in making Grignard compounds used across industries
✅Agressive in high-margin custom synthesis segment (60% R&D allotment)
✅Mfg Li-ion batteries: a proxy play on EV
❌Bromine space is small
❌PE > 100 expensive
(6/7)
✅Leader in Bromination space: 20+ yrs exp in making Grignard compounds used across industries
✅Agressive in high-margin custom synthesis segment (60% R&D allotment)
✅Mfg Li-ion batteries: a proxy play on EV
❌Bromine space is small
❌PE > 100 expensive
(6/7)
(7/7)
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If not these, then which stocks made to our portfolio? 🤔
Get a sneak peak to our new stock picks 🎁
View these stocks now -
1. Sign up to Recipe.finology.in
2. Click on Dashboard & Subscribe to Recipe
3. Visit: Investment Insights
4. View "Opportunistic Stocks 2022"
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