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Newsletter of Amitabh Vatsya - Issue #32

Newsletter of Amitabh Vatsya - Issue #32
By Amitabh Vatsya • Issue #31 • View online
Hi !
Welcome to our 32nd edition of this weekly newsletter ! Market is little fuzzier than it used to be as the narrative followers are going through tough times ! But I think it is due to hyperbolic discounting done by many investors at their end when there is some bad news ! A good example could be Neuland Labs, Solara Active Pharma etc.
I had been tracking Solara since Dec 2020 and have participated myself as I saw the value in their long term strategy and the leadership team led by Arun Kumar ! Later on Mr Aditya Puri also joined as Chairman, so I have my faith in the team and as I understand that overall API/CDMO businesses across the board are going through china led supply chain bottleneck leading to high Raw material cost. I have consolidated my thoughts on the quarterly results of solara this week in the video below:

Solara Active Pharma Q3 Business Updates ! Why Solara is down? Sadhan Video
Solara Active Pharma Q3 Business Updates ! Why Solara is down? Sadhan Video
Stock of the Week: IndiaMart
IndiaMart is also going through a strategic shift as the company has taken a bold step of acquiring a business by paying Rs 500 cr on full cash basis. I have covered the stock and its strategy in details here:
Is Indiamart good BUY at Dips? Sadhan Stock Analysis
Is Indiamart good BUY at Dips? Sadhan Stock Analysis
Sadhan Portfolio Updates
  1. Thread on Gujarat Gas Q3FY22
Sadhan
#Gujgas Gujarat Gas
#Q3FY22 Results Analysis : A Thread 🧵
Please Retweet for better reach :)
1. 81 % Growth in top line Yoy
2. 57 % degrowth in EBITDA due to rising #naturalgas prices
3. 68% degrowth in bottom line https://t.co/VZj3U7JJit
Mindful Investor
#Prajindustries
#Q3FY22 Results Analysis : A Thread 🧵
1. Growth in top line and bottom line !
2. EBITDA margin reduced yoy due to higher input cost (steel)
3. rising petrol ethanol blending rates are the gamechanger for this company https://t.co/AOuQhSeobQ
Portfolio Updates
  • Affle
A detailed thread on Route Mobile #Q3FY22 is here
Sadhan Business Insights
#Steel prices started rising again and so are the natural gas prices ! So how does it impact the Pharma capex champions #gmmpfaudler & #hleglas ?
Watch our analysis on HLE Glascoat
Sector Analysis
Is Drone the Sunrise Industry ? Decoded by Sadhan
What Looks Interesting?
Few Sectors such as Real Estate and its proxies such as Building material looks attractive. One may have a look at Greenpanel Industries which is attractively placed in this market. The company had shown a robust Q3FY22 performance also.We have covered the stock in details
GreenPanel Industries : Upcoming Real Estate Proxy Stock
If you are curious about what hold in my portfolio and what I am buying then you can ping me on whatsapp here 7982545289
See you in next week !
Cheers !!
Amitabh Vatsya
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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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