Top 20 Peter Lynch Proxy Stocks in India by @soicfinance
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1840-1850's : California Gold rush.
Picks & Shovels sellers: made a lot of money during this time.
Levi Strauss & Co: biggest beneficiary of the gold rush.
Picks & Shovels sellers: made a lot of money during this time.
Levi Strauss & Co: biggest beneficiary of the gold rush.
What is Proxy Investing?
There is a main trend that is going on. And there are proxies that benefit out of that trend.
There is a main trend that is going on. And there are proxies that benefit out of that trend.
1. Real Estate Companies(Sobha, Sunteck, Indiabulls)
Developers: Cyclical business
Lot of factors need to be right in a real estate business for an investor to make money.
Developers: Cyclical business
Lot of factors need to be right in a real estate business for an investor to make money.
Checklist : Booming Economy, Increasing Incomes, Decreasing Interest Rates, Increasing Affordability
Lot of Proxies:
1st : Building Material Companies
(APL Apollo, Polycab, KEI, Astral, Prince Pipes, Asian Paints, Berger Paints, Acrysil, Havells, Kajaria, Akzo Nobel, Orient Bell tiles)
1st : Building Material Companies
(APL Apollo, Polycab, KEI, Astral, Prince Pipes, Asian Paints, Berger Paints, Acrysil, Havells, Kajaria, Akzo Nobel, Orient Bell tiles)
2nd: Affordable Housing Finance Companies
(Gruh Finance, Aptus, Aavas Financiers, IIFL Finance)
(Gruh Finance, Aptus, Aavas Financiers, IIFL Finance)
2. Exchanges - Monopoly Business, High Margins, Free Cash Flow Abundance leading to High Dividends and Buybacks
NSE, MCX, IEX,
NSE, MCX, IEX,
3. Content Creator's Economy
Youtube(Google), Instagram(Meta), Saregama, Tips
Youtube(Google), Instagram(Meta), Saregama, Tips
4. Tyre Industry
Rajratan Global Wires, OCCL, NOCIL, Philip Carbon Black, Yasho Industries, BKT
Rajratan Global Wires, OCCL, NOCIL, Philip Carbon Black, Yasho Industries, BKT
5. Automotive & Consumer Brands: SJS Entreprises
6. Capex: India Focusing on Self Reliance & Exports
RHI Magnesita, IFGL: Refractories
Prices & Margins are non-volatile. ROCE is also higher.
RHI Magnesita, IFGL: Refractories
Prices & Margins are non-volatile. ROCE is also higher.
Usha Martin: Various Industries
Pix Transmission: V-Belts
SKF, Schaeffler : Bearings
EKC, Time : CNG
Cummins : Data Centres
Ratnamani Metals & Tubes : Carbon Steel & Pipes
Pix Transmission: V-Belts
SKF, Schaeffler : Bearings
EKC, Time : CNG
Cummins : Data Centres
Ratnamani Metals & Tubes : Carbon Steel & Pipes
7. Financials/Finance Value Chain
ICRA, CRISIL, CARE Ratings : Credit Rating
CDSL: Depository
CAMS : MF Transfer Agency
HDFC AMC, UTI, Nippon: AMC's
CDSL: Depository
CAMS : MF Transfer Agency
HDFC AMC, UTI, Nippon: AMC's
8. Innovator Agro & Pharma Companies
PI Industries, Navin Fluorine, Astec Life sciences, SRF
Laurus, Syngene, Piramal, Divis
PI Industries, Navin Fluorine, Astec Life sciences, SRF
Laurus, Syngene, Piramal, Divis
Content Credit to the very brilliant @ishmohit1, I have just tried simplifying his content in my own way.
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