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SM | How Entrepreneurs became Millionaire (Mln)

28 Dec, 7 tweets, 2 min read

@dmuthuk

Life Insurance - This thread takes a closer look at #hdfcLife within the Life Insurance industry with a focus on its leadership, moats and the possible disruption that it may face in the longer term (@dmuthuk )
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Hdfc Life at the forefront of innovation

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HDFC Life well diversified distribution capabilities

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HDFCL from product centric to customer centric

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Industry wide growth - private players growing at 15+% CAGR vs LIC in single digit.

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Tremendous growth potential in the near future

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HDFC Life to be the key beneficiary in the long term

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SM | How Entrepreneurs became Millionaire (Mln)

@MlnDollarMinds

28 Dec

Distribution: Agency channel remains sub-optimal for most of the insurers

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Distribution: Bank branch productivity was also under pressure for HDFCLFE (due to market share loss) and IPRU

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Profitability: Negligible operating variance + Decline in Unwind + Weak VNB Gearing = Structurally lower ROEVs

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Read 4 tweets

SM | How Entrepreneurs became Millionaire (Mln)

@MlnDollarMinds

28 Dec

@dmuthuk

Indian Insurance - Comparison of Insurance leaders on key parameters

Time for a thread ...

#HDFCLife #Insurance

@dmuthuk

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Value vs. Volume (Individual APE)

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Product Mix

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Read 19 tweets

SM | How Entrepreneurs became Millionaire (Mln)

@MlnDollarMinds

28 Dec

@dmuthuk

Alcobev Virtual Conference hosted 8 companies: listed and unlisted players; Management commentaries highlight positive trends after the extreme phase of Covid-19

#UnitedSpirit #UNSP a stock worth accumulating.

Time for a thread 👇👇👇

@dmuthuk @Kiran24Rajput
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United Spirit Management comments on the industry and the company.

Demand has returned to pre-Covid-19 levels. It is also benefiting from some tailwinds – duty-free shifting to duty-paid and shift from beer.
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On-premise footfalls are still lower at 25-30%, while on weekends footfalls are a bit better. Wedding impact is still there but not that visible as the rest of the top end is growing well. Overall demand, including off-premise, has improved much better than expectation.
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Read 12 tweets

SM | How Entrepreneurs became Millionaire (Mln)

@MlnDollarMinds

22 Dec

@dmuthuk

United Spirits (UNSP) - A perfect SIP candidate with a 3-5 year investment horizon. Time for a thread 👇👇👇
@dmuthuk courtesy : #SparkCapital
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UNSP Strategy of focusing on Prestige & Above (P&A) segment and franchising popular segment higher revenue growth & gross margins over the last 5 years
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