👉Review the business of companies you are holding
👉Check whether your company will survive after few weeks of lockdown/slowdown in the country
👉Check post impact on the sector your company is into.
👉 Check the domestic/International exposure of your company
👉Companies mostly into Domestic business will make a fast Comeback than companies having international exposure
👉 Companies with good cash on books will revive faster than companies with debt
👉1st Sectors like FMCG, Chemicals & Pharma will Survive & Thrive with fastest pace after current slowdown
👉2nd Consumer discretionary will Revive & Thrive
👉3rd Service sectors like Airlines, Travel & Hotels will revive & thrive as per their business model
👉 Last we need to check business model of each company we are holding
👉 Sell companies which would struggle to survive or revive after this slowdown
👉 Buy/Average down companies which would would survive/revive/thrive after this slowdown
Spare few minutes to read this useful & imp. thread⬇️
1. Rule of 72 (Double Your Money) 2. Rule of 114 (Triple) 3. Rule of 144 (Quadruple) 4. Rule of 70 (Inflation) 5. 50-30-20 Rule 6. 3X Emergency Rule 7. 40℅ EMI Rule 8. Life Insurance Rule
1. Rule of 72
No. of yrs required to double your money at a given rate, U just divide 72 by interest rate
Eg, if U want to know how long it will take to double your money at 8% interest, divide 72 by 8 and get 9 yrs
At 6% rate, it will take 12 yrs
At 9% rate, it will take 8 yrs
2.Rule of 114
No. of years required to triple your money at a given rate, U just divide 114 by interest rate.
For example, if you want to know how long it will take to triple your money at 12% interest, divide 114 by 12 and get 9.5 years
🟢Indian domestic textile & apparel market is estimated around $120 Billion in 2020 & it is expected to grow with 12% CAGR to reach at $220 by 2025
🟢India holds 4% share in global apparel market & it is one of the fastest growing market till 2025
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Textile Theme🧵 🇮🇳
🟢Indian textile industry is 2nd largest after agriculture & employs over 45 Mln. people
🟢EU-28 & USA are major export destinations which has gained further traction after dynamics got changed in 2020
🟢FTA with EU will be a big boon for this sector
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Textile Theme🧵 🇮🇳
🟢India's per capita denim & apparel consumption is significantly lower than world's avg.
🟢With changing lifestyles & rising income it is expected to rise significantly from here
🟢Share of Branded products will rise significantly going forward
🔵There are 2 types of price patterns in Technical Analysis
1️⃣Continuation:
It occurs when the trend continues in its existing direction following by a pause in ST
2️⃣Reversal:
It occurs when a price pattern signals a change in trend direction
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Price Patterns Simplified📒
Continuation Patterns📈
🔵There are 3 common CP...
1️⃣Pennants—It is made using two converging trendlines
2️⃣Flags-It is drawn with two parallel trendlines
3️⃣Wedges-It is made with two converging trendlines, where both are angled either up or down
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Price Patterns Simplified📒
Continuation Patterns📈
4️⃣Triangles
Its a pattern depicted by drawing trendlines along a converging price range
5️⃣Cup & Handle
Its is a bullish continuation pattern where an upward trend has paused & starts rising again after BO
Consumption - FMCG 🛒
🔵India's FMCG sector is estimated around $100 B in 2020
🔵Urban markets with a population share of 35% are driving 65% consumption in FMCG sector
🔵Rural markets with a population share of 65% are contributing 35% in FMCG sector
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Rural India Theme 🇮🇳
FMCG 🛒
🔵Rural India FMCG market is estimated around $35B & it is expected to reach $200B by 2025
🔵Rising income, more nuclear families & changing lifestyle are the factors to drive the growth
🔵Its a big opportunity for FMCG players to tap into
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Rural India Theme 🇮🇳
FMCG 🛒
🔵To grab the larger pie out this market FMCG players have started taking lot of initiatives & expanding their business in rural areas
🔵ITC has doubled its rural penetration last year
🔵Emami also added many new distributors in rural markets