Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
kumar saurabh Profile picture
@suru27
Aug 15, 2020 • 7 tweets • 6 min read • Read on X
Scrolly
Someone had asked if can share some of AR copies with highlights to understand what sections to go through. These ARs give some flavour. Also, where to focus depends on which sector ARvlooking at as well as personal understanding of the sector . 1 more #ARNotes #Sonatasoftware ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
ImageImageImageImage
ImageImageImage
ImageImage

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with kumar saurabh

kumar saurabh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @suru27

kumar saurabh Profile picture
Dec 12
#smallcap index - What is happening and what all may happen - where are the probabilities?

A thread🧵on Current state of smallcap market.

Savdhani hati durghatna ghati zone

We have hit the last time high levels which acted resistance in last 3-4 months and today again it did Image
% of companies > 20D EMA has hit 80% where short term market becomes overheated if we are not in a clear bull market Image
Let us combine both the charts and ve a consolidated view. Once can clearly see how the zone congestion works around this metric Image
Read 10 tweets
kumar saurabh Profile picture
Dec 3
For Hotel Sector, Q2FY25 result:
❓Best performing hotels?
❓Attractively valued hotels?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research Image
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 8 tweets
kumar saurabh Profile picture
Nov 29
Chemicals Sector

For Chemicals Sector, based on Q2FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Nov 27
Plastic Products and Packaging Sector

For Plastics Products and Packaging Sector, Q2FY25 result:
❓Best performing companies?
❓Attractively valued companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for researchImage
💡 Companies delivering > 15% Sales growth Image
💡 Companies delivering > 15% PAT growth Image
Read 9 tweets
kumar saurabh Profile picture
Nov 26
Kovai Medical Centre & Hospital

1/15

Let’s talk about Kovai Medical Centre & Hospital (KMCH)—a regional healthcare powerhouse based in Coimbatore, Tamil Nadu. With a mission rooted in affordability and accessibility, KMCH is proof that healthcare can balance business acumen with social impact. Here's the full story. 🏥👇Image
2/15

KMCH has achieved impressive revenue growth, expanding at double digits annually over the last decade (except in FY19 and FY21). In FY24, its revenue reached ₹1,126 Cr. Even during the pandemic, when many hospitals struggled, KMCH demonstrated resilience. 📈 Image
3/15

Financial Discipline: KMCH operates on robust financial metrics:
● Consistent ROE & ROCE above 15%.
● Debt reduced from ₹511 Cr (FY22) to ₹310 Cr (FY24).
● Interest coverage ratio surged to 7.5x in FY24.
Fiscal prudence is a hallmark of its management.
Read 17 tweets
kumar saurabh Profile picture
Nov 25
Pharma 101: A Beginner's Guide to Essential Pharma Terms

Previously, we explored a list of pharmaceutical companies based on valuation and growth (x.com/suru27/status/…). But first, let’s simplify and explain some key pharmaceutical terms in an easy-to-understand and detailed manner. By the end of this thread, you'll have a clear understanding of the basics of the pharmaceutical world!🧵👇

1/13

Active Pharmaceutical Ingredient (API)
What it is: The "hero" ingredient in a drug responsible for its therapeutic effect.
Example: Paracetamol in a pain-relief tablet is the API.
Why it matters: APIs determine what the drug is used for, like pain relief, infection control, or lowering blood pressure.
Fun fact: APIs are made through chemical synthesis or fermentation.Image
2/13

Excipients
What they are: The "sidekicks" that help the API do its job. They are inactive ingredients.
Examples:
Binders: Hold tablets together (e.g., starch).
Preservatives: Prevent spoilage (e.g., benzyl alcohol).
Sweeteners: Improve taste (e.g., sucrose).
Role: They ensure stability, ease of use, and proper delivery of the API.Image
3/13

Dossier
What it is: A detailed document submitted to drug regulators to prove a drug is safe, effective, and high-quality.
Includes:
Drug development process.
Clinical trial results.
Manufacturing details.
Why it matters: Without a dossier, a company cannot get approval to sell a drug in any market.Image
Read 15 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(