Discover and read the best of Twitter Threads about #AsianPaints

Most recents (12)

Will be posting TA of all #nifty50 stocks in this thread. Any comments, suggestions are welcome!
1
#NIFTY50 #ADANIENT
ADANI ENTERPRISES
2
#NIFTY50 #ASIANPAINTS
ASIAN PAINTS
Read 52 tweets
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat
Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea
Read 9 tweets
FNO Analysis Thread dated 28th June...
Nifty IT and its major constituents...bullish...break above 200 SMA...
#ICICIBank ..asc triangle...look for BO above horizontal line this week...
Read 48 tweets
#Thread

#PledgeShares - Is it really that bad as being made out ?

There is so much fuss about #AsianPaints additional Pledged share.

#TCS do have some pledge.

Lets understand, it's Pros & Cons.

How some companies take its advantage while others fail miserably?

1n #PledgeShares - Is it really that bad as being made out ?<br />
<br />
There is so much fuss about #AsianPaints additional Pledged share.<br />
<br />
#TCS do have some pledge.<br />
<br />
Lets understand, it's Pros & Cons. <br />
<br />
How some companies take its advantage while others fail miserably?  #Stocks #investment #IndianStocks
Pledging means Promoter use some of their shares as collateral for loans from Banks/NBFCs.
This is Pledge Creation.

Why do they pledge?

Pledge shares act as collateral hence it is Secured loan with INTEREST RATE LOWER than Unsecured loan thus saving money on interest.

2n
What is bank's benefit ?

Bank get collateral which lowers their risk (than unsecured loan) so if company fails to pay or any adverse situation arises, banks can sell the shares & recover money.

Margin -> Loan amount lent < Market price of shares pledged & act as security.

3n
Read 17 tweets
In This Thread I am Going To Share Nifty-50 Charts On Daily TF.

All Charts Are For Learning Purpose No Trading Recommendation.

Hope You Will Learn Something.
#AdaniPorts

If Able To Give Closing Above 285 Long Possible.

#ChartsForLearning
#AsianPaints

Looking Good For Long Here After Retesting Of Demand Zone

#ChartsForLearning
Read 50 tweets
#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.
2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.
3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.
Read 9 tweets
1/ So interestingly, a third of respondents don’t like real estate as a space. Though from a business model perspective I agree with the conclusion that bldg materials (BM) is the best way to play this because —>
2/ BM has renovation demand and ‘trading-up’ demand which takes away some of the cyclicality, has the ability to build distribution which if done right adds to the “moat” and lends itself to the optionality of being asset light
3/ In contrast, Devs and financiers are by and large capital hungry. When you are capital hungry you open yourself to two risks. That of regularly raising capital and the price at which you get it. If caught in a bad cycle you could wipe out years of return
Read 8 tweets
#Theunusualbillionaire #Asianpaints "‘Champakbhai used to say that “Gareeb apni dahleej zaroor rang karega, poora... amzn.in/9Wh5uk2
Mangesh Pathak, a former employee of #AsianPaints, told me in, ‘Within six months of joining Asian Paints in 1996 as a management trainee, I was given independent responsibility to manage one of the six regional distribution centres.’" #TheUnusualBillionaires #SaurabhMukherjea
Jalaj Dani, member from one of the promoter families of #AsianPaints, also told us, This firm has had a culture that has allowed the professionals to do what they like to do, which results in people delivering great ideas and doing great things.’" #TheUnusualBillionaires
Read 36 tweets
Humongous shareholder wealth is generated when industry attractiveness & competitive advantage join forces. However, it’s the sustainable competitive advantage (moat) rather than sector fancy that plays a bigger part in superior profitability & long-term wealth generation.
(1/5)
PASSING PAIN – fundamentally strong businesses in out-of-favour sector. Few Examples (strictly NO recommendation): Differentiated Technology focusing on disruptive themes (e.g. Digitization, IoT, EV) | Niche CRAMS, Biopharma, Biosimilars | Strong NBFCs - #BajajFinance #PEL (2/5)
DURABLE TRIUMP – True ‘blue-chips’ having established, strong entry-barriers through the development and deployment of resources and capabilities. Examples: #KotakBank #HDFCBank #Maruti #AsianPaints #HUL #HDFC #ABB having strong return ratios and cash flows
(3/5)
Read 6 tweets

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