Discover and read the best of Twitter Threads about #capex

Most recents (13)

Sata oernah menulis alangkah baiknya jika Pemerintah membuat semacam perincian #Breakdown tentang Hutang Pemerintah dari tahun ke tahun (dimulai pasca Orde Baru sampai sekarang) lengkap tanggal,besaran,bunga,angsuran, pelunasan,alokasi pinjaman,Sisa Hutang #hening @asboedionoid
Hal diatas dimaksudkan agar publik mengetahui besaran masing-masing Hutang dan #UntukApa kegunaan Hutang tersebut karena selama ini Masyarakat tidak pernah mengetahui secara pasti #UntukApa Hutang itu diadakan (tidak cukup hanya dikendalikan lewat defisit) #hening @asboedionoid
Publik harus mengetahui, dijaman #Siapa Hutang itu diadakan dan #UntukApa diadakan kemudian bagaimana Riwayat Hutang tersebut sampai sekarang termasuk seberapa besar Negara sudah membayar kewajiban Bunga dan Angsuran Pokoknya dan juga Kapan Jatuh Temponya #hening @asboedionoid
Read 12 tweets
Welcome to study of an #undervalued company which may prove to be #MultiBagger if #Management walks the talk 🦜, #sectoral tailwinds continue and #China +1 policy runs like this.
Caution ❌
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
Saya sudah menulis ~ Pajak itu harus dikembalikan kepada Masyarakat dalam bentuk FaSos dan FasUm bukan untuk bayar Hutang, Hutang Pemerintah harus digunakan untuk pembelian Barang Modal yang menghasilkan Revenue #Capex untuk membayar kembali hutang tersebut #hening @asboedionoid
Filosofinya sederhana, masyarakat usaha memperoleh pendapatan dari Kekayaan Sumber Daya Alam milik Negara, memperoleh pendapatan dari Semua Fasilitas yang telah dibangun Negara itu sebabnya mereka harus membayar pajak untuk kepentingan Negara #hening @asboedionoid
Jika Negara ingin menambah Pendapatan dari Pajak yang harus dilakukan dengan membangun Zona Ekonomi Baru disetiap daerah diseluruh Negeri (membangun Infrastruktur untuk PENUNJANG tumbuhnya zona ekonomi Daerah) bisa dilakukan dengan cara berhutang #hening @asboedionoid
Read 12 tweets
Private #Capex announcements for #Metals, Electronics, ITES, Pharma well above pre-pandemic levels. Nearly 50% of these capex announcements post-#COVID19 have come from BSE200 companies (exBFSI and IT); pointing to the formal sector. Capex announcements...(1/3)
...for the private sector show a concentration in metals (35%), electronics (14%), ITES/data centres (9%) and drugs/pharma (4%). These shares are much higher than their shares in FY19. Metals stand out with their 35% share in total announcements, mentioned above, up...(2/3)
...from 10% in FY19, largely on the global metal cycle upturn. The PLI has led to an increase in announcements in electronics from 9%. The COVID19 led push in ITES/data centres from 2.4% and drugs/pharma from 1% in FY19 on favourable global positioning.(3/3)

@TeresaJohn7
Read 3 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 🤔.
14. Fresh subsidiary!
15. #deepakphenolics (3/n)
Read 7 tweets
#MacroView
#NFIB data says we are only in a #recovery, not an #economic expansion.
While the NFIB data doesn't get much #media attention, it should as it tells you much about what is really happening in the #economy.
realinvestmentadvice.com/macroview-nfib…
Reason I pay attention to #NFIB
Sept 2019 - Data rings alarm bells on #recession.
April 2020 - Data says recession arrived.
May 2020 - Data says #economic recovery not as strong as media suggests.
realinvestmentadvice.com/macroview-nfib… Image
If businesses were expecting a massive surge in “#pentup#demand, they would prepare for it. Such includes #planning to increase #capex to meet expected demand. Unfortunately, those expectations peaked in 2018 and are dropping back to the March 2020 lows.
realinvestmentadvice.com/macroview-nfib… Image
Read 7 tweets
1/ #PLI scheme

-They believe once these policy initiatives are executed on the ground, it will be positive for food processing exports.
2/ #Capex Plans

-Announced plans to invest ₹2600 cr in next 3-4 yrs, with a sharp focus on productivity improvements.

-New factory in Sanand, Gujarat is under construction
currently.

-They seek more nutritious and immunity boosting propositions in pandemic times.
Read 5 tweets
#AparIndustries
#Apar Industries is one among the best established companies in India, operating in the diverse fields of #electrical and #metallurgical #engineering.
@Raunak_Bits @Sachsharma12 @srslysaurabh @Agarwal_Ishu @Random_Gyan @drprashantmish6
Raw materials:
Crude #oil & #Steel
There are 3 segments: #Conductors, Transformer and speciality #oils & Power/Telecom #Cable. The revenue breakup is in the screenshot attached
Domestic revenues decline 52% YoY with lockdown in April, lower scale of operations in May-June; #Exports up 11% YoY. Management focus is on improving revenue generation from high value products. Long time consolidation in financial parameters
Read 15 tweets
A relative of mine came to me to look for best #FixedDeposit option available today, and that got me thinking that there should be a #Stock which can fulfill this purpose, and voila i got 1 #SJVN, so here is a thread, why at current levels it is a FD.
@VPaldiwal
#SJVN is the principal business activity #Electricity #generation of the company. The company is also engaged in the business of providing consultancy. Both of these segments are not affected due to #COVID19
SJVN Ltd. been honored with the CBIP Award-2020 of Best Performing #Hydro #Power Company. Company has 5 working projects. 2 #Hydro, 2 #Wind and 1 #Solar. Capacities & Locations are mentioned below: Image
Read 16 tweets
The Q3 JPM "Guide to the Markets" has as per usual some insightful illustrations which I have sliced up below for your viewing pleasure... image.gim.jpmorgan.com/lib/fe92137277… #GlobalTrends #Macro #Investing #Insights (1/4)
2/4 S&P500 2020 earnings "growth" estimates...Sources of earnings per share growth...S&P500 dividend cuts, suspensions & increases...The long arch of history view of the #US stock market..#Macro #Investing
3/4 #US recessions the historic perspective...US components of #GDP...US income #inequality...US federal finances..#Macro #Investing
Read 4 tweets
#DeltaCorp - A #Gaming Behemoth

Cmp-74
Market Cap- 2,016 cr
Industry- Gaming/Casino
1) Company Overview

Delta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino market

Along with its casino business, company also owns #Adda52 a leading online poker.

It has licenses in all casino destinations ie #Goa, #Daman & #Sikkim.
2) Competitive advantage & strong entry barriers

Delta owns 3 out of 6 offshore casino licenses and has a total installed capacity of 1lac sq feet and 1200 gaming positions.

The last license issued by Government of Goa was in 2011.
Read 18 tweets
#MayurUniquoters - Largest Player In Indian Synthetic Leather market scripting a turnaround available at an attractive valuations.

Market Cap : 1200 cr
CMP : 262
Market leader in Synthetic Leather foraying into PU (Polyurethane) leather business which is dominated by #Chinese Imports

With the recent health scare due to #CoronaVirus global customers have realized the importance of non-dependence on single country for its RM
Synthetic leather finds its application in Automobile Seat Covers, accessories, roof linings & footwear.
Read 8 tweets

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