Stock Analysis

Pharma :- Indoco Remedies

Bank:- Bajaj Finserv Bajaj Finance Bajaj Holdings & Investment Indusind Bank  - Majorly it gives Vehicle lone. IDFC First Bank - reducing infra loan book, enter into credit Card business Chemical:- With increased hassles on cost and ability to invest in heavy capex, many chemical companies manufacturing outsourcing is picking up. Companies like PI, SRF, and Aarti are benefiting. Indian companies into specialized chemistries (The knowledge advantage) - Companies like SRF and Navin Fluorine are benefiting from their strong capabilities on fluorination. Aarti Industries Alkyl Amines -ROE: 44, Sales Growth: 25% Mangalam Organics - ROE:43, Sales Growth: 18, Profit Growth:60, Margin:35 Elantas Beck India  Jublient Inagreva  Dharamsi Morarji Chemicals GFL- Gujarat Floro chemical :- next 3years they are expanding on Electric vehicle related, Solar, Hydrogen fuel cell Agro Chemicals:- Astec Lifesciences - ROE:23, Sales Growth: 13, Profit Growth:30, Margin:19, fo...