Lalit Rathi - LKR Profile picture
May 22, 2021 14 tweets 2 min read Read on X
*STRONG MONOPOLIES* :

*IRCTC* 100% Market share in Rail Network.

*IEX* > 90% market share in power trading.

*Zydus wellness* > 90% market share in sugar free product.

*Eicher motors* > 85% market share in 250cc bikes category.
*MCX* >85% market share in commodity trading.

*Coal India* >80% market share in coal production in India.

*ITC* >75% market share in cigarettes.

*Honda Siel* >75% in portable power generators.

*Hindustan Zinc* >75% market share in primary zinc industry.
*Asahi India Glass* >70% market share in automotive glass.

*NRB Bearings* >70% market share in needle roller bearings.

*Pidilite* >65% market share in adhesives.

*CAMS* >65% market share in RTA within mutual fund industry.
*Time Technoplast* >65% market share in polymer based industrial packaging.

*Concor* >65% market share in domestic container cargo transport.

*Exide* >60% market share in lead batteries.

*Naukri* >60% market share in the Indian job market space.
*Praj* >60% market share in ethanol plant installing.

*Indiamart Intermesh* >55% market share in the online B2B Classified space.

*Borosil Renewables* >55% market share in Lab glass.

*Vst Tillers* >50% market share in
Power tillers.

*Delta corp* >50% in online poker games
*Vinati Organics* >50% market share in IBB

*OCCL* >50% market share in IS

*LMW* >50% market share in textile machinery.

*Bajaj consumer* >50% market share in almond hair oil.

*Asian paints* >50% market share in decorative paints.

*Colgate* >50% market share in oral care
*Colgate* >50% market share in oral care.

*Symphony* >50% market share in
coolers.

*PGHH* >50% market share female care & vaporub.

*La Opala Rg* >50% market share in opalware.

*HLE Glasscoat* >50% market share in filtration & drying equipment.
*HLE Glasscoat* >50% market share in filtration & drying equipment.

*Maruti suzuki* >50% market share in passenger cars.

*APL Apollo* >50% market share in structural & pre galvanized tubes.

*GMM pfaudler* >50% market share in glass lined equipment.
*GMM pfaudler* >50% market share in glass lined equipment.

*Marico* >40% market share in hair oil (coconut) & edible oil.

*HUL* >40% market share in soaps, household products.

*Nestle* >40% market share in Instant noodles. >95% in infant nutrition.
*Marico* >40% market share in hair oil (coconut) & edible oil.

*HUL* >40% market share in soaps, household products.

*Nestle* >40% market share in Instant noodles. >95% in infant nutrition.

*Blue dart* >40% market share in air express courier service.
*Blue dart* >40% market share in air express courier service.

*VIP* >40% market share in luggage.

*USL* >40% market share in spirits/whisky.

*UBL* >40% market share in beer.

*Sundram fasteners* >40% market share in fasteners.

*Nocil* >40% market share in rubber chemical
*Nocil* >40% market share in rubber chemicals.

*Gillette* >40% market share in razors & blades.

*Alkyl Amines* >40% market share in DMAHCL.

*TTK Prestige* >40% market share in pressure cookers.

*Hero Motocorp* >35% market share in 2 wheelers
Source: Forward message. Pls tag the author in case you know!
Found the author! @ms89_meet , follow him for lot of excellent market info!

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More from @lalitinvestor

Jan 31, 2022
🇮🇳 Economic Survey for 2021-22 released.

👇Detailed thread of 440 page survey.!🧵

Some very interesting data points 📚

RT for reach🗣️
> Indian economy is expected to witness real GDP
expansion of 9.2% in 2021-22.

> Agriculture and allied sectors have been the least impacted by the pandemic and the sector is expected to grow by 3.9%

> GVA of Industry (including mining and
construction) will rise by 11.8%.
> Indian economy is in a good position to witness GDP growth of 8.0-8.5% in 2022-23.

> Foreign exchange reserves at US$ 634 bn on 31st Dec 2021. This is equivalent to 13.2 months of merchandise imports & is higher than the country’s external debt

> India’s CPI inflation at 5.6%
Read 36 tweets
Jul 15, 2021
Big MF who invested for Zomato IPO

Axis, ABSL, Kotak, Kotak Nippon, UTI, Motilal Oswal, Franklin, HDFC, Edelweiss, SBI.

Next time if you see any fund manager speak in public forum about ROE, profit, margins, pls boycott them.

No doubt why 85% MF in India don't beat Index.
@Raamdeo has extensively spoken on QGLP where G is growth in EARNINGS and 'sustained' ROE. How did MOSL apply for this IPO. L stands for longevity of competitive advantage. Where is the moat? If anyone offers higher discounts, people will jump to that.

Have principles changed?
For decade @iRadhikaGupta has spoken about earnings earnings earnings growth. SUSTAINABILITY of earnings more so. Where did that go mam? You may want to listen your last month video on this pls - msn.com/en-in/video/mo…
Read 6 tweets
Mar 8, 2021
Everyone speaks about when to buy a stock. Hardly anyone speaks on when to "Sell".

Thread on when to sell a stock🧵
1) Repeated Corporate Governance issues - Exit a stock if there is news of repeated CG issues popping up every now and then. It takes a mountain to change a bad management. Better opportunities always exists.
2) If the financial performance of the company is declining - keep a watch on this over quarters to see if the performance in profits and sales is consistently going down. Attend AGM, Concalls to understand the reasons for same.
Read 20 tweets
Apr 18, 2020
There is a lot of sync between Ramayan characters and real life Investors. Like -

1) Vibhishan - That type of investor who knows early on, that he is with 'wrong stock' , realizes his mistake and switches quickly (like moving from ADAG to Mukesh group early on)
2) Laxman - 'Hyper active' investor who is ready to sell with a small move (both up and down). Saved by fellow learned investors and ends up making money!

3) Hanuman - Brave investor. Takes ample risk in "asset allocation". Keeps chanting company name at every forum.
4) Indrajit - "Adamant" over his stock despite 'changing circumstances'. Wins initially but loses in long term as he doesn't exit. (like HEG, Graphite).

5) Ram - sticks for long term in good companies like HDFC, Infy, Titan etc. Knows he is going to win. Avoids all noise for yrs
Read 8 tweets
Jun 22, 2019
*List of HERO TO ZERO Stocks*
1. Reliance Infra - 2500 > 42.70
2. Rel Capital - 2924 > 62
3. Rel Power - 430 > 4.15
4. R COM - 800 > 1.45
5. R NAVAL - 117 > 3
6. DHFL - 690 > 62.90
7. Jet Airways - 883 > 33
8. Jain Irrigation - 264 > 25
9. PC jewellers - 600 > 45
#Hariom
10. Vakrangee - 515 > 31
11. Suzlon - 400 > 3.35
12. Kwality - 225> 2.45
13. JP Associates - 339 > 2.70
14. JP Power - 140 > 1.90
15. JP Infra - 100 > 1.60
16. manpasand beverages - 500 > 28
17. Central Bank - 210 > 22
18. J&K Bank - 176 > 34.70

#Hariom
19. Mercator - 165 > 1.65
20. Aban offshore - 5400 > 35.40
21. Sintex Plastic Tech - 120 > 8
22. BPL 152 > 21
23. HDIL 1100 > 14.50
24. Videocon 760 > 1.70
25. MTNL 217 > 7.60
26. ILFS 308 > 3.10
27. Cox & King - 367 > 62.70
28. Mcleod Russel - 325 > 18.85

#Hariom
Read 7 tweets
May 31, 2018
contrainvest.wordpress.com/2018/05/30/tra…

Thanks to @VijayKedia1 sir. Blog after a long time. "Trading is more harmful than smoking". Let me know your trading experience.
Btw, I have been bankrupt twice cos of trading.!
In pursuit to financial independence, you have to fight against your own self. If you are able to control your mindset and get the right style of investing, you will be comfortably placed. Repeating same mistakes again will only kill you.
All thru your investment journey, you will have smartest of people surrounded punching numbers on excel and giving you so called "fair value".

Businesses are not run on excel but by promoters with passion to deliver. Hits and misses will always be there.
Read 6 tweets

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