My thoughts on Ethos and how the company can shape up its business in future. Hope it adds value to the thread.
Ethos in Focus:Will it follow the path of Stock Market Winners like Titan or Trent? #stocks #invest
Note: Is one of the largest holdings and have done transactions in last 30 days as well.
It is only the QIB’s who came to the rescue.
So the investors are banks, pension funds, insurance companies, MF, venture capital funds, alternative investment funds.
It appears inspite of poor subscription , many retail investors may not get allotment.
GMP crashed by 3% below IPO price
KarXT is great, but GLP is a Tsunami. Neuland’s process patents on Semeglutide and Liraglutide should be watched – these drugs will come out of patent in the coming years. Manufacturing GLPs at scale can easily make Neuland a $10B company.
There has been good volume flow in the last few days; position building is happening before the quarter results. Q2 and Q3 are cyclically strongest quarters. I expect some momentum ahead. The glassware segment will support the topline growth plus margins. Remember, the in-housing of pressware capacity can lower the cost by 15-20%. We can expect its margins and ROCE numbers to run from here on!
Any reason for todays fall ?
There’s no need to react to every piece of news. As a long-term investor, it’s important to focus on the bigger picture rather than getting caught up in short-term fluctuations. A marginal decline in quarterly year-over-year profit should not cause concern if the company’s fundamentals remain strong.
Remember, successful investing is about patience and conviction in your strategy. Long-term wealth is built by staying committed to your investments and not being swayed by temporary market noise or minor setbacks. Keep your eyes on the overall growth trajectory of the business.
do we see a uptrend in coming months
