💎Top Sugar Plays💎

Current Capacity image & Expansion👇

Dalmia Sugar- 180 KLPD
Balrampur Chinni- 320 KLPD
Triveni Engineering- 200 KLPD
Dhampur Sugar- 100 KLPD
Sree Renuka Sugar- 320 KLPD
Dwarikesh Sugar-200 KLPD

🧵on how Sugar -> Ethanol will change demand supply situation Image
“The industry would be able to sacrifice 5-6 MT of Sugar for Ethanol production over next 2-3 years. This would help to reduce sugar production to level of sugar consumption, which would keep inventory at rational levels resulting in higher domestic sugar prices” ImageImageImageImage
“Sugar Value Chain” ImageImageImage

• • •

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

Keep Current with AIM Investments “Aim Today For Richer Tomorrow”

AIM Investments “Aim Today For Richer Tomorrow” 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!


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 @AimInvestments

12 Jun
Famous Five Investor Portfolios & Their Philosophy

1) Rakesh Jhunjhunwala

2) Warren Buffet

3) Radhakishan Damani

4) Vijay Kedia

5) Saurabh Mukherjea

Who is your favourite?

Which stocks of their portfolio do you own?

Rakesh Jhunjhunwala
Warren Buffet
Read 5 tweets
6 Jun
🧵on Companies Covered so far..

1. Gufic
2. Mastek
3. Polycab
4. Gland
5. Laurus
7. LT foods
8. Globus spirits
9. Polyplex
10. Jubilant Ing
11. Acrysil
12. Hindustan Fds
13. Kabra Ext
14. Prince
15. Supreme Ind
16. Aarti
17. Greaves
18. Cadila
20. Vidhi
Read 20 tweets
10 Apr
Phil Fisher- 15 point Scuttlebutt

“It is amazing what an accurate picture of the relative points of strength & weakness of each company in an industry can be obtained from a representative cross-section of the opinions of those concerned” 🧵
1. Does the company have the products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?
2. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited?
Read 16 tweets
9 Apr
When to Sell?

Everyone has a different strategy for selling depending on their investing style.

A guide based Peter Lynch’s classification of stocks in the 🧵
Slow Growers

~Dividend yield not high even at low price
~Deteriorating fundamentals
~after 30-50% price rise if you have bought after recent correction
~no new products are coming
~loosing market share in last 2 years
~unrelated diversification
~costly acquisition

~PE stretched too far from normal range
~New products not doing well
~No insider buying in last 1 year
~Sales Growth is slowing
~Profit increasing only by cost cutting, further cost cutting not possible
Read 6 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

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

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!