₹oxy Investor

@proxy_investor

Tweet about I own and track 🐂 📈 Consumption/Tech/MedTech - Globally Consumption/Chemical/Pharma/API - India Not SEBI Registered, Risk is your's

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Vrijeme pridruživanja: studeni 2017.
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  1. Prikvačeni tweet
    29. sij

    My Global Holdings All quality and some future themes in the Med Tech space Every time I see a > 2% dip I add 💊🧺👨‍💻🛒

    8 proslijeđenih tweetova 32 korisnika označavaju da im se sviđa
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  2. prije 18 sati

    Deepak Nitrite Q3FY20, Investor Presentation

    1 reply 7 proslijeđenih tweetova 15 korisnika označava da im se sviđa
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  3. prije 18 sati

    Deepak Nitrite - solid results, expected more after 10% move today QoQ flattish, with profits down YoY ~5x increase in profits | 🧪⚗️

    6 proslijeđenih tweetova 12 korisnika označava da im se sviđa
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  4. prije 20 sati

    Paints and Pigments - consumables and chemicals - went over the coloured rainbow today, painting such a pretty picture to my portfolio ➖Asian Paints ➖Berger Paints ➖Clariant Chemicals ➖Sudarshan Chemicals | 🌈🖌️

    7 proslijeđenih tweetova 36 korisnika označava da im se sviđa
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  5. prije 20 sati

    Deepak Nitrite - All time high ~10% up Q3FY20 results not yet out ..leaked ❔

    1 proslijeđeni tweet 24 korisnika označavaju da im se sviđa
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  6. 2. velj

    After a brain drain of so many years from India, the next decade will see a capital drain too I am guessing

    9 proslijeđenih tweetova 15 korisnika označava da im se sviđa
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  7. proslijedio/la je Tweet
    1. velj

    India macronomic indicators

    2 proslijeđena tweeta 10 korisnika označava da im se sviđa
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  8. proslijedio/la je Tweet
    1. velj
    Odgovor korisniku/ci

    12 replies 13 proslijeđenih tweetova 32 korisnika označavaju da im se sviđa
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  9. 31. sij

    Can anyone do a apples to apples Dabur vs ITC vs HUL vs Marico FMGC revenues profits and other stats

    ITC makes a profit of 2.5X times that of HUL in a quarter but trades at 1/3 rd of the valuations. ITC grows it's Q3 net profit by 29% whereas HUL profit growth in Q3 is 12% Still investors are willing to trust HUL more than ITC But things may not remain the same forever.
    2 proslijeđena tweeta 10 korisnika označava da im se sviđa
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  10. 31. sij

    ITC - good solid results 🚬🧺🏨🌱📦

    5 replies 4 proslijeđena tweeta 30 korisnika označava da im se sviđa
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  11. 31. sij

    More European and USFDA inspections with no observations Divis Lab ✅ SMS Pharma ✅

    2 proslijeđena tweeta 9 korisnika označava da im se sviđa
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  12. 31. sij

    Thank You PSUs for the good Friday 🙏🤑 Missed ONGC

    1 reply 2 proslijeđena tweeta
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  13. 31. sij

    Proves unemployment is at a all time high

    Demographic dividend ? Or Demographic disaster ?
    5 replies 4 proslijeđena tweeta 25 korisnika označava da im se sviđa
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  14. 31. sij

    Amazing Amazon Up almost 10% aftermarket 1 Trillion valuation not far now After their fulfilment airport hub is fully operational in FY22 they would bring down unit shipping costs by almost 60% this is one major trigger, shipping costs were down significantly this Qtr

    1 reply 3 proslijeđena tweeta 12 korisnika označava da im se sviđa
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  15. proslijedio/la je Tweet
    30. sij

    For all ITC stock lovers

    47 replies 113 proslijeđenih tweetova 719 korisnika označava da im se sviđa
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  16. 30. sij

    Laurus Labs - Exactly a year later the story is playing out CRMO/API story is solid. Lumpiness will exist in the results so don't get thrown into a positive or negative bias, stick with the story, stick with capabilities and wait for execution to play out | 💊🚀

    Laurus Labs - ARV story, second line ARV APIs ? - Removal of raw material dependency will come in Q3/Q4 - No new capex to utilize 800cr existing unutilized capex - New business lines - FDF, Synthesis, Nutrachem Are all these already priced in ? I added a few
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    9 proslijeđenih tweetova 45 korisnika označava da im se sviđa
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  17. 30. sij

    Laurus Labs - super result 🚀

    1 proslijeđeni tweet 9 korisnika označava da im se sviđa
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  18. 30. sij

    Dabur - YoY good results, QoQ flattish revenues, profits down International business growth great Mgmt see stable margins in Q4. There could be pain for a few more quarters before revival comes by.

    1 reply 1 proslijeđeni tweet 3 korisnika označavaju da im se sviđa
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  19. 30. sij

    Strides Pharma Science Ltd - super result, US growing, EM and Africa pulled back substantially

    1 reply 2 proslijeđena tweeta
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  20. 29. sij

    Facebook, solid results but aftermarket shows a drop of -6% Paypal, growth on all front, EPS drop in Q4, showing a drop of -5% in aftermarket Microsoft, super result Illumina, super result Both on the SIP list tomorrow

    2 proslijeđena tweeta 1 korisnik označava da mu se sviđa
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