Discover and read the best of Twitter Threads about #LaOpala
Most recents (5)
#laopala (cmp-335)
AGM highlights -
1. Completed green field expansion in June
2. Break even already done
3. Added distributors from town with more than 1 lac population
4. Good growth coming from existing as well as new distributors
5. Foraying into borosilicate
AGM highlights -
1. Completed green field expansion in June
2. Break even already done
3. Added distributors from town with more than 1 lac population
4. Good growth coming from existing as well as new distributors
5. Foraying into borosilicate
6. New products launched
7. Mgt saying company is at inflection point of growth
8. New capacity is biggest capacity added by any of the company in opalware
9. Started contributing in revenue from Q2
9. Mgt confident of achieving 100% capacity in 18 months
7. Mgt saying company is at inflection point of growth
8. New capacity is biggest capacity added by any of the company in opalware
9. Started contributing in revenue from Q2
9. Mgt confident of achieving 100% capacity in 18 months
10. Can do multiple capacity addition in new facility
11. Company reaching to pan India
12. Export contribution will go up but domestic will grow more
13. Catering to small income as well as high income category
14. Getting very good demand from eComm companies
11. Company reaching to pan India
12. Export contribution will go up but domestic will grow more
13. Catering to small income as well as high income category
14. Getting very good demand from eComm companies
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
STRONG MONOPOLIES :
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
#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.
