Discover and read the best of Twitter Threads about #princepipes

Most recents (6)

It's Time to Bargain Hunt 💯
24 Picks to Beat the Market!🚀

Kindly 'Like & retweet' for max reach 🙏

A major thread🧵

@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
1/ RELIANCE INDUSTRIES LTD.

⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months

#RelianceIndustries #nifty50
2/ TATA CONSULTANCY SERVICES

⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.

#TCS
Read 26 tweets
🌟Looking forward to #MuhuratTrading?

🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁

🌟#InoxLeisure

💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries

💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 tweets
Thanks for sharing 🙏. Loved it. Much to learn from both camps.
Reminds me of an anecdote which happened recently. Wanted to share some knowledge on how I value #lauruslabs
#Valuations by their nature are subjective so some of these will be opinions.
Someone recently asked me following:
#lauruslabs has publicly stated guidance of doing 1B$ revenue in Fy23, with 30% EBITDA margins. They calculated profits to be 2340cr in Fy23. So P/E based on Fy23 earnings would be 14.
Question: Is this cheap?
My Answer (Rest of the thread):
Philosophical: Valuations lie in the eyes of the beholder & are most difficult part of any investment thesis; personally. There is no single “valuation”. Each investor must make their own decision on how to value, what's cheap, what is expensive.
Read 22 tweets
#princepipes great conference call after amazing Q4 results. My key takeaways:
1. While industry degrew by 15% in FY21, prince had 4% volume growth.
In b/w lines:
Prince is consistently gaining market share for 7-8 quarters. Only 5% market share currently. Industry is fragmented.
Larger players have distribution and logistics cost advantages. Can invest in brand building (Prince did ~4.5% of sales in branding in Q4 due to 1 off inventory gains, generally does 2.5-3%). Over long term, prince can compound topline faster than Industry growth of 12-14%.
2. Three drivers of high Ebitda margins in Q4: inventory gains, product mix change, superior pricing power. Long term guidance of 14% margins.
In b/w lines: CPVC pipes were 20% of topline before lubrizol tie-up. Astral has much higher (30% market share to prince's 10% of cpvc)
Read 13 tweets
Indian Plastic Pipes and Fittings Industry: A Huge multiyear growth opportunity 📈

-Industry to grow at 12-14%. CAGR over next few years.
-Organised segment accounts for 60-65% market share.

(1/8) Image
Major Growth Drivers-

-Government focus
-Increase in India's per capita plastic consumption.
-Substitution and replacement demand.
- Consolidation in pipes industry.

(2/8) ImageImage
Types of polymers and applications 👇

-Unplasticised Polyvinyl Chloride (UPVC)
- Chlorinated Polyvinyl Chloride (CPVC)
-High-density Polyethylene (HDPE)
-Polypropylene Random (PPR)
-Composite Pipe

(3/8) Image
Read 8 tweets

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