Discover and read the best of Twitter Threads about #indiamart

Most recents (12)

STRONG #MONOPOLIES

#IRCTC > 100% Market share in Rail Network.

#IEX >90% market share in power trading.

#Zyduswellness >90% market share in sugar free product.

#Eichermotors >85% market share in 250cc bikes category.

#MCX >85% market share in commodity trading.

1/n
#Coalindia >80% market share in coal production in India.

#ITC >75% market share in cigarettes.

#HondaSiel >75% in portable power generators.

#HindustanZinc >75% market share in primary zinc industry.

#AsahiIndiaGlass >70% market share in automotive glass.

2/n
#NRBBearings >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.

3/n
Read 10 tweets
With seasoned investors like @LuckyInvest_AK sir talking about platform businesses I feel motivated to start a 🧵🧵 on discussing, analyzing & understanding platform businesses. Read on to learn more.
Quick question before we begin. Would you rather :
I hope your answer was the 1st one because I am not a fish seller. Please don't expect my threads to **always** contain investment ideas. My broader goal is to empower each person learn to see reality a little bit clearly. To enable you to learn to fish.
Read 121 tweets
Friends,

Recently I've been following an interesting business called #IndiaMart (India's very own Alibaba ?)

Attempting a small thread 🧵explaining the company, business model and growth prospects in future.

Hope it help. Happy investing!
IndiaMART is India’s largest online B2B marketplace, connecting buyers with suppliers with over 60% market share.

Founded in 1999 by Dinesh Chandra Agarwal, when he decided to leave his high paying job in US & return to India to start his venture with co founder Brijesh Agarwal
Company is headquartered in Noida and currently employs about 2700 (as of Mar'21) people across 85 branches

Company generated a net profit of Rs.280 Crore in Financial year 2020-21

Company has been showing excellent sales and profit growth in recent years. Got listed in 2019
Read 10 tweets
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.
#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.
#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.
Read 11 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
#indiamart : A Digital play in India's growth story"
An idea becomes a big business if it either solves a problem or makes your life easy (which means make you even more lazy). Here, @IndiaMART comes as a problem solver. Image
IndiaMart is an online platform for business buyers to connect with suppliers of products and services. Buyers can place a business inquiry by visiting suppliers online and explore their products and services. Image
IndiaMart derives revenue from subscription fee charged to suppliers. Suppliers, generally, begin with a free listing on the platform and track the number of calls/leads they receive. Buyers registered on the platform can either contact suppliers directly or submit an RFQ. Image
Read 11 tweets
#INDIAMART

LONG @ 2413.95 (Yesterday on Breakout)

WIB Breakout Image
2nd Entry @ 2465

Consolidation Breakout ImageImage
NEW ATH IN #INDIAMART @ 2525

Having 2 Entries @ 2413.95 & @ 2468
Read 5 tweets
Indiamart about to start the next move up - but, will it touch the dashed trendline again or not is the question. Probably, no! #IndiaMart #trendlines #trading #hourlycharts Image
Indiamart contracting - we might have one more down move before breaking the contraction pattern. Image
Indiamart breaking out of contraction mode. We might see an explosive move above 2180 next week. #Indiamart #trading #trendlines #hourlycharts Image
Read 3 tweets
Did a 11 years #dataanalysis to find out what are some of the well known brands that has gone for #IPO and what would have been the returns if we have bought them on listing day instead of IPO, and hold onto it for a month. #IRCTC #ipoinvestment #investment #nifty #stockstowatch Image
And here's the list of IPOs and its monthly returns sorted based on recent listing period. #INDIGO #DMART #RBLBANK #INDIAMART #PNB #CDSL #THYROCARE Image
The detailed article can be accessed from this link squareoff.in/single-post/Bi…
Read 3 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

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