Discover and read the best of Twitter Threads about #DeepakNitrite

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A Detailed Thread on #JubilantIngrevia as Promised

Let's start with the #Technicals to time the Entry

A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout

For Investment I use the Weekly Chart with 10EMA ImageImage
Let's Deep Dive into the Fundamentals of #JubilantIngrevia

Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany

They are into Speciality Chemicals ,nutraceuticals and Life Sciences

Revenue Split and Region wise Revenue in the Below Presentation Image
Who are its Competitors ?

Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene

Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that

Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Read 14 tweets
Welcome to study of an #undervalued company which may prove to be #MultiBagger if #Management walks the talk ๐Ÿฆœ, #sectoral tailwinds continue and #China +1 policy runs like this.
Caution โŒ
Study of a financially illeterate person, don't invest or trade on it,do ur own research.
I am a newbie and starting to learn about #StockMarket only about 2 decades ago,but when a company shows signs like this on #Technical #analysis,it denotes something brewing in the #company.

On hourly chart, I have found this interesting pattern.(2/n

#askdrdhiman
#MultiBagger
After a bit of research,I have found that #DIIs and #FIIs are buying in huge amount in this #company!
Now when, strong hands buy like this within a span of few hours,that means it's a serious #business.
#priceaction very positive.
#MultiBagger
(3/n)
Read 9 tweets
#askdrdhiman

My first 4 conviction bets were #DIVISLAB #deepaknitrite #bajajfinserv #astral and #TATAELXSI .

But real story starts here!

I first time invested in #DivisLabs on recommendation and sold it on recommendation on another person to buy some cheap PSU companies (1/n)
In which I got some lessons.
Then I started to study companies, business model and management.
After that I bought #DIVISLAB #deepaknitrite #bajajfinserv #astral n #TATAELXSI .
#nestle n #hindliver were in my portfolio brought on tips but later realised these 2 were (2/n)
Great #companies.
"Build your conviction first."

I'm still holding #DIVISLAB #deepaknitrite #bajajfinserv #TATAELXSI #astral #nestleindia n #hindliver because I feel a part of their #business.

#askdrdhiman
Read 3 tweets
Alert: 1. long ๐Ÿงต ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
#deepaknitrite
1. Bulk chemical section: #EBITDA #Growth 250 times in last 4 years.

2. Entered into #deepakphenolics ,a fresh ocean,like higher studies.

3. Fine ORGANICS n #speciality Segment: #forward and #backward #integration complete.

4. #Phenolics
QOQ growth 300%. (1/n)
5. Normally a great #company utilises maximum 95% of plant capacity,but in #deepakphenolics utilisation is now more than 125%!!!!!!!!!!
6. #deepaknitrite #phenol #EBIT increase 250%.
7. Basic chemicals sales rise 200%.
8. Basic chemicals #margin 24 to 33%.
(2/n)
9. Very very very low cost #company #deepaknitrite .
10. Loss making fine chemicals sector growth 80% YOY .
11. HUGE #TAILWINDS .
12. #dasda and #oba is their point of concern.
13. 11000 crores #capex like a brand new company ๐Ÿค”.
14. Fresh subsidiary!
15. #deepakphenolics (3/n)
Read 7 tweets
There are different phases of Bull ๐Ÿ‚ market.(WILL discuss in detail later)
In this particular phase of Bull ๐Ÿ‚ market, it's better to park your money a bit (rather 1:1 to be on safer side to large blue chip stocks to that of mid and small cap for at least 1 quarter)
#Investment
You can allocate accordingly after result of next QUARTER.

Probably you have observed #HCL is performing better than #newgen or #deepaknitrite performing better than #cleanscience or #BajajFinance performing better than #manapurum finance.(2/n)
#Investment
#investor
#invest
NOT A RECOMMENDATION FOR EDUCATIONAL PURPOSES ONLY.
Thanks for your time โœ๏ธ๐Ÿ™.
Read 3 tweets
Having your own conviction in #investing is important.

Would like to share views of an #opportunistic #investor ,that me.

I bought #divislab when I found a small fish in a big pond: added more #DIVIS after now when they transferred themselves as a big fish in a big ocean (1/n)
Bought #lauruslab when I found #laurusbio a small fish in a big ocean.

Bought #deepaknitrite when #china announced #bluesky policy .

Added more #deepakntr when covid19 #disrupted China dependence and formulation of china+1 policy.

Added more #deepaknitrate when they (2/n)
Transferred themselves into a big ocean proving to be big fish recently.

Bought #saregama when there was a #turnaround story.

Bought #tatamotors when their management changed.

Bought #jubiliantingrevia when #demerger took place.

Added #tatapower when they are transferring (3/
Read 5 tweets
Here are some downstream derivatives for #phenol
#Deepaknitrite will be doing 700 Cr capex for the products which are used in paints & coatings , lifesciences.
Check the following list & comment what can be downstream derivatives of #phenol ?
Like and retweet for more learnings๐Ÿงช
Read 5 tweets
#jubilantingrevia is creating buzz all over.
In Bull ๐Ÿ‚ market everyone forgets the risks.
So,let us discuss it's key risks:
1. Government regulations on its factories.
2. Margin is either low like #laxmiorganics or moderate like #artiindustries and not like High margin as (1/n)
Of #DeepakNitrite
#cdsl
#happiestmind
#DIVIS .

3. It's margin is cyclical.
Sometimes only 4%.
Sometimes #jubilantingrevia margin 10%.
4. #jubilantingrevia has overdowersified portfolio like #ITC which may be huge impedance for growth in future.

Study well before INVESTING (2/
Thanks for your time โœ๏ธ๐Ÿ™.
Not a recommendation for educational purposes only.
#jubilantingrevia
Read 3 tweets
For your information, Mr. Uday Kotak is the promoter,MD OF #KOTAKBANK
#KotakMahindra (2/n)
SRI Ratan naval Tata is the head of #TataGroup .
(3/n)
Read 5 tweets
YOY PAT GROWTH 206%

YOY EBITDA GROWTH 149%

YOY REVENUE GROWTH 126%

AWESOME IS A VERY SMALL ADJECTIVE FOR THE #deepaknitrite

#MultiBagger
#multibaggers
#invest
#investing
#Investment
#investors

Do you agree?

Not a recommendation for educational purposes only.
BAAP hamesha BAAP hi hota hain
#Deepaknitrite
BAAP hamesha BAAP hi hota hain
#Deepaknitrite
#multibagger
#multibaggers
Read 5 tweets
Mera dost DEEPAK shadi manaya LAURUS se.
Baap ma nahi mani kyunki inter religion marriage!
To MOTILAL ko ana pada.
Woh FINANCE deke dono ke liye ek NITRITE LAB khola.
#deepaknitrite
#LaurusLab
#MOTILALOFS
Result day.
#Multibaggers
#MultiBagger
Not a recommendation for fun ONLY
Laurus bahut gussewali ladki hain.

Wo hubby Deepak aur dost Motilal ke upar gussa kiya aj bahut.

#LAURUS
#deepakntr
#MOTILALOFS
NOT a recommendation for fun ONLY.
Lekin akhir Deepak ne Laurus ko hara diya.
QOQ AND YOY BASIS.
#deepaknitrite
#lauraslab
Read 4 tweets
A new sun ๐ŸŒž๐ŸŒž๐ŸŒž๐ŸŒž๐ŸŒž will rise on Monday in Indian CAPITAL market.

Will discuss about it later in details.

For the time being,some key fundamental facts for you guys:

#cleanscience
#CleanScienceandTechnology
#cleansciencetech

1. Company has reduced debt over time.

(1/n)
#cleanscience
#cleansciencetechonolgy

2. Company has delivered excellent profit growth of 50% CAGR over last 5 years (12% is great)

3. Company has outstanding return on equity (ROE) track record: 3 Years ROE 45%(15% is great)

(2/n)
4. Company has been maintaining a healthy dividend payout of 50.24% (20% is great)

5. Now it's debt free

6. Amazing management

7. Unique business model

What is your view friends?

#cleanscience
#cleansciencetechonolgy

NOT a recommendation for educational purposes only.
Read 5 tweets
Valuation of stocks is a very vast subject.
You have to spare at least a decade to realise that.
A few days ago when I mentioned #deepaknitrite as undervalued,1 oversmart brat trolled me badly.
Today disclosing some more names.
1.
#Larsen and toubro
2.
#polycab
3.
#happiestmind
Now have some funda regarding debt to equity.

A debt free company nowadays are treated by #Robinhood traders as volatile and bad.

Today I conducted a poll where they voted for #unilever as high debt company where the main competitive advantage of HUL is cash cow ๐Ÿ„ nature.

Sad
Again when I asked about #saregama they answered it highly unreliable,high debt and dangerous with no future!

@NeilBahal !

May be I know nothing.

BUT balance sheet of @saregamaglobal says it's a debt Free company!

Guys,if you wanna stay in market for decades n Don't wanna
Read 4 tweets
More ๐ŸŸข#stocks ๐Ÿƒin ๐Ÿ”ด#StockMarket

#CosmoFilms
#Sail
More

#BSE
#MCX

Is #stockmarket really ๐Ÿ”ด? So many of our #stocks in ๐ŸŸข
Read 4 tweets
#deepaknitrite
@nishkumar1977
Info Thread on DN
Deepak Nitrite Upcoming Expansion Plans for next 6 months
1/Large CoGen Plant to help margins.
2/ Brownfield expansion for Pharma and Agro intermediaries
3/ New Phenol Derivative products.
4/ IPA Capacity to double 60,000 TPA.
Important Event -> Anti Dumping Duty on Phenol can be a huge game changer (Currently provisional anti dumping duty has been imposed ). Can add about 100 - 150 crores to bottom line if it gets approved.
Deepak nitrite already has bough 125 acres of land for future expansion.
Technically currently its bearish but right at support levels of 750 - 755.
Q2 numbers should be healthy with speciality chemicals and phenolics perfroming well . Performance products should be laggard again but better than Q1. Expecting an eps of 10 plus this quarter.
#Chart
Read 3 tweets
#DeepakNitrite

To all the Serious investors, I am sharing a method to calculate.

Future Stock value, based on the PE-EPS model. There are many complex models available. But, I follow a very simple method.
We know that

Stock CMP=PE*EPS.๐Ÿ˜€

In order to find the future value of the stock, we need Future PE and Future EPS. Right!!!!

So,

Future Stock Price=Future PE * Future EPS.๐Ÿ˜Ž
So, let us do it for my favorite stock

I collected the stock price monthly data from bseindia.com by clicking the following link. You can also download it from here.

bseindia.com/markets/equityโ€ฆ
Read 14 tweets
#DeepakNitrite manufactures Basic #Chemicals, Fine & Speciality Chemicals and Performance Products.
Major products of the company are #Phenol #Acetone #Cumene #DASDA #Inorganic Salts #Xylidines #Toluidines
#Revenue Mix and #Location details as below:
Companyโ€™s turnover entails from the Domestic Revenues which stood at 58% of Total Revenues and the rest 42% came from Exports
Recently company has started commercial production of #Isopropyl Alcohol #IPA.
Isopropyl alcohol is mixed with water for use as a rubbing-alcohol antiseptic. It is also used in aftershave lotions, hand lotions, and other cosmetics.
Read 26 tweets
API molecules are made by connecting fragments/intermediates. This joining process-synthesis takes place in the presence of ยดsolventยด. When India is taking a giant leap in manufacturing APIs, it needs thousands of liters of solvent
Listing some commonly used solvents here
Ethanol, Methanol
Toluene, Xylene
Acetone
THF, DMF, DMSO
Dioxane
Acetonitrile
DCM
Ethyl acetate
Diethyl Ether
Cyclohexane
Acetic acid

Find out companies who make them or which solvents are being imported

India needs ยดAtmanirbharยด supply chain for becoming competitive
Surprised to know that India is import dependant on Acetic acid. About 75% is made from methanol. The biological route accounts for only about 10% of world production, for the production of vinegar as many food purity laws require vinegar used in foods to be of biological origin
Read 9 tweets

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