H Mundhra (@hmundhra21) 's Twitter Profile
H Mundhra

@hmundhra21

Analyst & Investor | CFA, FRM(All levels cleared)

ID: 1567580829559439360

calendar_today07-09-2022 18:29:44

257 Tweet

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#Whirlpool #Q1FY25 5 months ago promoters sold 24% stake at ~₹1230/share citing expensive valuations. Now 5 months later, it trades at ~₹2151/share. 🔥Q1 nos. with 44% QoQ growth in topline and EPS growth of 91%. Margins much better. #StockAlert #Breakoutstock #StocksToBuy

#Whirlpool #Q1FY25

5 months ago promoters sold 24% stake at ~₹1230/share citing expensive valuations.

Now 5 months later, it trades at ~₹2151/share.

🔥Q1 nos. with 44% QoQ growth in topline and EPS growth of 91%. Margins much better.

#StockAlert #Breakoutstock #StocksToBuy
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#KEIIndustries #Q1FY25 Aims 16-17% rev. growth in FY25, 11% EBITDAM. Recently forayed in US and can grow US revenue to ₹200-300cr. Polycab is going distribution model while KEI will focus on direct reach. Orderbook of 3590cr Nos better than #Polycab

#KEIIndustries #Q1FY25
Aims 16-17% rev. growth in FY25, 11% EBITDAM.

Recently forayed in US and can grow US revenue to ₹200-300cr. Polycab is going distribution model while KEI will focus on direct reach. 

Orderbook of 3590cr

Nos better than #Polycab
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#V2Retail #Q1FY25 🔥SSSG of 37% for Q1 and volume growth of 55%. The growth is great but mind the valuations as well, the stock has moved to 892 from 52W lows of 123, unbelievable returns for a fashion retailer. Why are people talking about ABFRL which struggles to grow?

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Suraj Estate Developers🚀 Great numbers, margins a tad lower, but still a good show. 🤩 Won’t be surprised if it gives 50% returns this year. Company is into redevelopment of RE in MMR region, a small cap with high margin business. #SurajEstate #DLF #GodrejProperties

Suraj Estate Developers🚀

Great numbers, margins a tad lower, but still a good show. 🤩

Won’t be surprised if it gives 50% returns this year.

Company is into redevelopment of RE in MMR region, a small cap with high margin business. 

#SurajEstate #DLF #GodrejProperties
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Balkrishna Industries #BKT GOOD #Q1FY24, vol. ⬆️24% but Demand outlook muted- sees minor sales growth for remaining part of FY25 due to macro challenges, margins to remain flat. 👎Uncertainities on RM prices and freight cost inflation. 👎Channel inventory increasing.

Balkrishna Industries #BKT

GOOD #Q1FY24, vol. ⬆️24% but Demand outlook muted- sees minor sales growth for remaining part of FY25 due to macro challenges, margins to remain flat.
👎Uncertainities on RM prices and freight cost inflation. 
👎Channel inventory increasing.
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#MetroBrands #Q1FY25 👎Lower wedding dates, heatwaves impacted Q1. • 17 stores opened, 2 closed. Guides for 225 new stores • ⁠FILA has been loss making, co. plans to re-launch FILA in FootLocker, Metro and Mochi MBOs. And post stabilizing FILA, will restart opening FILA EBOs.

#MetroBrands #Q1FY25
👎Lower wedding dates, heatwaves impacted Q1. 
• 17 stores opened, 2 closed. Guides for 225 new stores
• ⁠FILA has been loss making, co. plans to re-launch FILA in FootLocker, Metro and Mochi MBOs. And post stabilizing FILA, will restart opening FILA EBOs.
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OIL INDIA and ONGC GOVT - MOP&NG has now notified the allocation of gas produced from new wells or well interventions from nominated fields of ONGC/OIL at 20% premium over the APM price.

OIL INDIA and ONGC

GOVT - MOP&NG has now notified the allocation of gas produced from new wells or well interventions from nominated fields of ONGC/OIL at 20% premium over the APM price.