Discover and read the best of Twitter Threads about #deepakntr

Most recents (5)

Chemicals are all around u. And contrary to popular belief, they’re not all bad for you! While artificial chemicals have earned bad reputation, it can't be denied tht they hv helped save billions of lives, increased human productivity, & completely changed the way we live.
(1/n)
#DeepakNitrite is a 51 years old intermediate chemicals company, with a diversified business of Basic Chemicals, Fine and Specialty Chemicals, and Performance Products.
(2/n)
It is one of the top 3 global players in xylidines, cumidines and oximes, and a leader in India for inorganic intermediates and phenols.

Deepak Nitrite’s product portfolio is very diverse, with historic market leadership in quite a few of them.
(3/n)
Read 5 tweets
#DeepakNitrite

#Thread 🧵

VISION: To become the FASTEST GROWING Indian chemical intermediates company.

Three Approach:
1⃣ RIGHT to WIN
2⃣ INTEGERATION
3⃣ IMPORT Substitution

#deepakntr
1/ Image
#deepakntr
2/
1⃣ Right to WIN

"We are very focused on ensuring that what we invest in, it is something that is sustainable in the medium/long term & wherever possible we tie up with good anchor customers so that but we should be able to manage the biz. in the worst of times,." Image
#deepakntr
3/

2⃣ INTEGERATION - Like a tree with strong roots, Deepak has and is growing taller with fresh branches and new off-shoots to fulfill its growth aspirations.

So, integration in backward, forward, horizontal & vertical.

P1: Simple process
P2: Integrated process ImageImage
Read 21 tweets
Magic of Multi-Year Breakout
1. It is well-established fact any counter which gives a multi-year breakout, it gives exponential returns in the shortest time frame.
#Multi_Year_Breakout
2. Pre-requisites for Multi-Year Breakout
(a) Turn around in company philosophy and/or management and/or profit generation.
(b) Govt Policies e.g. Ethanol blending, scrappage policy, make in India, various PLI schemes. #Multi_Year_Breakout
2. Pre-requisites for Multi-Year Breakout - Contd...
(c) Crisis e.g. Covid, Semiconductor shortages.
(d) Brownfield or Greenfield investment starts paying.
(e) Market maturity e.g. Rising interest in platforms business #Multi_Year_Breakout
Read 48 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

(3/n)
Read 7 tweets
Another way to create a new position or add to an existing one (Pyramiding), known as Squat!

Read on:
Bought #Dixon using 4 to 8 weeks breakout method using the weekly time frame.

The stock went below the breakout line & stayed lower for a few days (Daily frame). Came back up above the line again which is where I bought more. Imagine the legs exercise behaviour, Squat. ImageImage
#AFFLE

Cup & Handle breakout on the daily frame. The stock went below the breakout line and stayed lower for a few days. I bought when it came back again & 'closed' above it. Another squat behaviour. ImageImage
Read 6 tweets

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