Vishnu Kapadia
Mjkfinvestment
Thread on APL Apollo Tubes Market cap: 15,967 croresRevenues: 7,723 croresP/E: 53.63P/B: 10.10ROE: 22.23%ROCE: 20.12%Here we go 1/25 APL Apollo Tubes commenced operations in 1986 as a private limited company
Read more
Interaction with the Untied Spirits CEO notes (Motilal Oswal): Market cap: 38,980 croresRevenues: 28,823 croresP/B: 10.78P/S: 1.34@dmuthuk Consumer sentiment continues to improve month on month. After 49% YoY volume decline
Read more
Thread on Equitas Small Finance BankMarket cap: 6061 croresRevenues: 2645 croresP/E: 24.9P/B: 2.21ROE: 9.75%Here we go1/25 EquitasB is five years old bank though has over 13 years of lending experience.
Read more
Nestle Annual Report Notes (Motilal Oswal)*Some good charts in there*Market cap: 164,738 crores.Revenues: 13,350 crores.P/E: 79.11P/B: 81.58Dividend yield: 1.17%Here we go@dmuthuk 1/25 Barring 2QCY20, where all Consumer companies, especiall
Read more