TML StockTrader🇮🇳 Profile picture
Apr 4, 2021 8 tweets 5 min read Read on X
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
Growth drivers for the Sector: Irrigation

-Biggest end user for plastic pipes with 45-50% share.
-Huge government focus with several schemes.
-Almost 50% arable land still not irritated .

(4/8) ImageImageImage
Growth drivers for the Sector:Water Supply and Sanitation (WSS)and Plumbing

-Second largest end user segment for pipes with 35-40% share.

(5/8) ImageImage
Growth drivers for the Sector:Real Estate

Huge opportunity in

-Urbanisation
-Growth in tier2 and tier3 cities.
-Affordable Housing
-Government schemes

(6/8) ImageImage
Growth drivers for the Sector:Substitutionand Replacement demand and Industry consolidation

-Organised players gaining market share at the cost of regional players with weak balance sheets.
-Replacement of old pipes and rising demand of cpvc pipes.

(7/8) ImageImage

• • •

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

Keep Current with TML StockTrader🇮🇳

TML StockTrader🇮🇳 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 @TML_StockTrader

Jul 25
How I made 2.05 cr+ in last 100 days by trading the best True Market Leading stocks 📈

Stocks traded
#Cochinship
#MAZDOCK
#RVNL
#IREADA

Here's the details as promised
1/n
#Cochinship

Net gains +88 lakhs

2/nImage
Image
Image
Image
#MAZDOCK

Net gains +51 lakhs

3/3Image
Image
Read 5 tweets
Jan 22
⚡️⚡️

5 Mistakes that you must avoid to achieve Trading/Investing Super Performance in 2024 and achieve your goals ..

1. Buying in a down trending market.

Always buy stocks when the market is in an uptrend so that you have tailwinds at your back and money making environment is easier.
1/n
#investing
2. Buying low quality microcap /penny stocks.

Penny stocks are highly unreliable and volatile and most investors lose money here.

Always focus on high quality stocks with strong fundamentals and growth rates.
2/n
3. Buying extended stocks

No matter how strong the stock is or how great the Story is , buying extended rarely ends well.

Always focus on stocks coming out of sound bases so that your downside is protected and you don't have to worry about a big drawdown from the top.
3/n
Read 6 tweets
Mar 8, 2021
#StockIdea !!

Action Construction Equipments

#ACE

~Market leader in cranes
~Proxy play on the infra theme
~small cap
~Promoter holding >73%
~Low Debt, zero pledge
~Near ATH Image
Huge opportunity Size for Action Construction Equipments...👌👍

#ACE ImageImage
Read 7 tweets
Dec 28, 2020
A short thread on the Few lessons I learned from #MarketWizards Books 📚

-There is no Single True Path
-Find a Method that is Compatible with your personality
-You may have to change your methods before you find the Right One
-Keep a Trading Journal

#book #learning

(1/n)
-Know your Edge
-Learn from your Mistakes
-Risk Management is most important
-Stoploss should be placed a proper levels
-Don't speculate with a Loss
-Take larger positions on high conviction bets
-Don't trade so large that fear becomes a dominant factor

(2/n)
-Hope is not a strategy
-Don't trade based on other's recommendations
-Distinguish between trade outcomes and trade decisions
-Human Emotions are detrimental to trading/investing
-Guard against impulsive trades
-Trades motivated by greed usually end badly

(3/n)
Read 4 tweets
Dec 20, 2020
⚡️⚡️

Having a proper investing style is a culmination of WHO you are and WHAT you want to achieve.

It's about the alignment of your Goals with your Personality which is unique to you only.

Here's a short thread on --

HOW TO DEVELOP YOUR INVESTMENT STYLE?

(1/n)
1. Ask what do I want to achieve through investing/trading?

-How much returns do I want?

-What are my goals and and aspirations that I want fulfilled? What is my priority?

eg. Am I looking for materialistic fulfillment or aiming for financial freedom. Or maybe both?

(2/n)
2. What is my time horizon?

-What is my current position/age?
-How long am I looking to compound my capital?
-Do I want to be a short term trader or a long term investor?

(3/n)
Read 7 tweets
Dec 19, 2020
STOCK IDEA!!

#Acrysil Ltd

~Market leader in quartz sinks
~Only one of four companies in the world with Schock technology
~Strong earnings.H2 expected to be even better
~Expanding capacity from 500000 to 600000 sinks.
~Recent tie up with IKEA.

Technicals @krishchess 🙏👇
#Acrysil Ltd to list on NSE..Big Positive 👍👌 Image
Read 5 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!

:(