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Chartered Accountant | Independent Equity Research Organisation | Special Situations & Forensic Expert

Jul 2, 2022, 12 tweets

A mega thread of threads 🧵of business / industry events we have covered so far..!! (Will be contiguously updating as and when)

Events means something of significant nature have strong impact on Co / Sector

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#investing #StockMarket

A quick thread 🧵on Single Use Plastic Ban starting from July-22.

What it means for packaging & paper sectors?
Whether its threat or opportunity?



#plasticban

Govt allows Private Captive networks & Why its a problem for telcos ?

A quick thread 🧵

#Airtel #Jio #VI #Bhartiairtel #RelianceJio #vodafoneidea #5g

RBI Annual Report 21-22: which gives overview of whats happening in Indian economy & world economy

A long thread 🧵 on RBI Annual Report covering insightful charts, tables & facts



#investing #economy #rbi

Asian Paints Panic? As if Grasim will start selling paints from tomorrow



#Asianpaints

City Gas Distribution companies are facing lot of problem and are seeing continuous declining margin

A thread on what's going on



Negative for ATGL, IGL, MGL, Gujarat Gas

A quick thread cum explainer 🧵 on Govt Tax imposition on crude producers and refiners and What could the impact on earnings of various companies



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Conventional Energy Business is more Profitable than Renewable Business

Why EV Business of Tata Motors and M&M are valued at same valuations even after fact that Tata Motors sells 100x more EVs than M&M ?



#Tatamotors #Mahindra #EV

China making comeback in semiconductor

Big will be bigger ! Why & How

The Ambani connection in Adani NDTV deal

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