SMC Global Securities Limited

And that’s a wrap! If you're into banking stocks, understanding P/B is non-negotiable. It’s your X-ray into a bank’s true value. Retweet this to help others understand this underrated metric!

9️⃣Ferro Alloys – IMFA (1.2%) Exports materials used in making stainless steel. Why she might like it: • Global demand is strong • Generates forex income • Good margins Key takeaway: She likes small exporters with strong balance sheets.

🔟Oil Exploration – Selan Exploration (1.2%) Small oil producer operating in India Why she might like it: • Oil prices are rising • Company has no debt • Generates good cash Key takeaway: Tiny oil firms can be surprisingly profitable.

6️⃣Alcoholic Beverages – Som Distilleries (1.4%) Makes beer and liquor. Popular in North and Central India Why she might like it: • Consumer spending on liquor is growing • High margin business • Expanding distribution Key takeaway: Not all consumption plays are overvalued.

5️⃣Fertilizers & Chemicals – Mangalore Chemicals & Fertilizers (1.8%) Part of the UB Group. Why she might like it: • Recent turnaround in business • Focus on improving profitability • Stable cash flows Key takeaway: Turnaround stories are often ignored till it’s too late.

7️⃣Steel & Power – Prakash Industries (1.3%) They make steel and run a power business. Why she might like it: • Steel demand is expected to grow • Government spending on infra helps • Cheap compared to peers Key takeaway: She’s not afraid to pick cyclical stocks when they’re

So what’s the common thread? She looks for: • Undervalued companies • Strong sectors • Long-term growth stories You won’t find flashy names in her portfolio. Just smart bets most people overlook.

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8️⃣Specialty Chemicals – 20 Microns (1.3%) They make industrial minerals used in paints, plastics, and more. Why she might like it: • Very niche business with few competitors • Good export potential • Stable demand Key takeaway: Niche + essential = long-term winner.