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25 May, 6 tweets, 2 min read
#Valiant organics- Results below my expectations but fixed asset increased , hopefully next q will be good , ( Disclosure- invested) Concall needed. ImageImage
Valiant organics- ( source - Monarch capital ) Image
PAP demand and supply scenario.
Producer of PAP in India ( source chemical weekly) plus 10000TPA is capacity of Valiant Image
PAP demand 2020 data ( source chemicals weekly) Image
PAP import in India Image

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More from @drprashantmish6

drprashantmishra Profile picture
30 Jun
#Sakar healthcare cmp around 148 , oncology expansion is going on ( drugs and API ) .
-The company’s product profile is diversified and
comprises liquid injectables, tablets/capsules, oral liquid syrups, dry powder injections and syrups, and lyophilised
injectables.
-The product portfolio remains diversified with approximately 300 product registrations
Business model
1-The company manufactures and markets its product through own distribution channels
across Africa, Latin America, Asia and South East Asia and CIS countries.
•.
Read 11 tweets
drprashantmishra Profile picture
15 Jun
Kingfa Science & Technology (India) Ltd
- CMP 1100 ( overvalued )
-Promotors holding 74.99%
-almost debt free
- part of Kingfa china
Products-
1-POLYPROPYLENE
2-ENGINEERING PLASTICS Compounds ( PET,PBT,Nylon)
3-THERMOPLASTIC ELASTOMERS
4-Fiberglass honeycomb composite panels
5-POM-Polyoxymethylene-( Acetal,polyacetal and polyfromaldehyde) - This is also engineering thermoplastic
6-LFT- Long Fiber reinforece thermoplstics
7- PA6 and PA66
Plant location
1- Manesar
2- Puducherry
3-Chakan ( Pune) ( Recently started)
-Capacity from Manesar and Puducherry is around 110000 mtpa
- capacity in chakan (Pune )
phase 1 - 75000 mtpa ( already started ) presently i dont know the status of capacity utiliztion
total plan is to expand to 300000 mtpa gradually in next few years
Read 7 tweets
drprashantmishra Profile picture
8 Jun
Plastic industry
Read 10 tweets
drprashantmishra Profile picture
6 Jun
Thermoplastic elastomers ( Thoda Gyan)
What is a Polymer?
It is necessary to explain some basic points before providing detailed information about Thermoplastic Elastomers (TPE).( From Elastron)
A polymer is a large molecule made of repeating small and simple chemical units. They are classified as follows according to their formation ability. TPEs (thermoplastic elastomers) belong to the elastomer class.
There was a clear distinction between rubber and plastics before TPEs were introduced. Rubbers are soft, flexible, and elastic, whereas plastics are known to be hard and rigid.
Read 18 tweets
drprashantmishra Profile picture
6 Jun
If you want to take any holiday club membership that please read my thread to know what will happen to you
1 - When you join their membership first they will asses your income and offer their membership to you accordingly, generally they offer lowest level membership
So lowest level membership will be very cost effective according to their presentation and you will start thinking that you got discounted membership in world class resorts but when you start planning of holidays then you will get Resorts of Rajasthan in April and May
and you will get hill station in December and if you want to travel hill stations in summer the you will get 👴 Baba ji ka thullu
2- Then their representative will call you and will tell you that upgrade to better membership by paying some money
Read 12 tweets
drprashantmishra Profile picture
1 Jun
Chemcon- CMP 455
HMDS is required for semiconductors
PLI for Penicillin G is a growth opportunity for Chemcon
Promotors holding around74.4%
Debt free
Good ROE and ROCE
-Their manufacturing facility is located at Manjusar near Vadodara in Gujarat and currently has 7 operational plants
-company is in manufacturer of oilfield chemicals,HMDS and CMIC
Read 17 tweets

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