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Newsletter of Amitabh Vatsya - Issue #18

Newsletter of Amitabh Vatsya - Issue #18
By Amitabh Vatsya • Issue #18 • View online
Where are we in Steel Cycle?
A tough question to answer ! But let me try, but before that I need to answers this question -Do I have a right to win in this sector?
Answering for myself: Having spent 5 years as financier to infrastructure and capital intensive sectors such as Steel and having spoken to over 40-50 hr swith industry veterans , I have developed an above average understanding of this sector and now I understand how this damn thing works slightly better than the market and that have worked for me so far :) Sharing my Steel Portfolio performance:

So what Lies for Steel Sector is summed up in this video for your quick reference:
Should you BUY Steel Stocks Now? Industry Update
Should you BUY Steel Stocks Now? Industry Update
Is Home Textile next Speciality Chemical ? Industry Analysis |हिंदी
Latest Blog
A Midcap Star: ACE – Sadhan
Some Tweets you should not miss:)
Amitabh Vatsya
Just Notice these:
1. NTPC target 60 GW of #renewableenergy by 2030!
2. Goi announced 40 per cent basic customs duty (BCD) on solar modules and 25% on solar cells from April 1, 2022
learn about a Domestic #SOLAR Monopoly in my blog :

Amitabh Vatsya
Just notice the sharp jump in values in Made ups i.e. Towels/bed sheets in Jan -Apr 2021 vs 2020
Watch the complete story of China losing to Indian textile players !
Amitabh Vatsya
Side view Investing 😅
NPPA has given nod to a one-time price hike for #ibuprofen pain reliever(beneficiary: #Solaraactive + #IOLCP), and ranitidine, an antacid(Beneficiary : #Solara )

Watch the Solar Analysis video:📺
Amitabh Vatsya
BPCL has expressed interest in setting up 500 KLD #ethanol production capacity in Telangana at an investment of Rs 1000 crore.

Last Ethanol Project at Bargarh of #BPCL was set up with #Praj.
Are you hopeful this time??
Interesting read 📗
Amitabh Vatsya
The Govt of India has approved continuance of rebate of state and central taxes and levies (RoSCTL) on export of apparel/ garments/made-ups till March 2024. Maximum rate of rebate for apparel was 6.05% while for made-ups the maximum rate was 8.2% pick the right stock:)
Amitabh Vatsya
#NMDC holding high inspite of sarkari OFS. The co is going strong on business front
1.Just look at growth in realization past year
2. Its JV won 107 MT high quality iron ore mining LoI from Chhattisgarh govt
My thoughts on #metals #steel are here:
Top Performer : Gland Pharma (+28% in Month)
Know What I Buy & Sell Follow My Portfolio
If you like the content and if it helps you in decision making in any way then Please Share this Newsletter with your friends and most certainly on social media :)
Happy Investing !
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Amitabh Vatsya

I tweet about Financial Markets, Stocks, Mutual Funds and Personal Finance mostly & sometimes about Spirituality

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