Share this page!

Kiran Singh Rajput Profile picture
Twitter logo
26 Jun, 5 tweets, 1 min read
Thread🧵👇
Few Potential De-mergers or Value Unlock:

❶ ITC can unlock amazing shareholder wealth by its demerger:
TOBACCO: 70%
PERSONAL CARE: 14%
FOOD: 27%
PACKAGING & STATIONERY: 35%
HOTEL: 5%

May be 4 WAY Split:
→TOBACCO
→FMCG
→HOTELS
→PACKAGING

#investing

1/5
❷ RIL (Reliance Industries)
→Possible demerger or IPOs of RR & Jio
~ Refinery
~ Telecom (Jio)
~ Reliance Retail

❸ GHCL (Gujarat Heavy Chemicals Ltd)
→Demerging the Chemicals & Textile business is on the cards.
2/
❹ Piramal Enterprises
→Three way Demerger possible :
~ RealEstate
~ Pharma(CDMO)
~ NBFC

❺ Strides Shasun
Strides demerger of biopharmaceutical division 'Stelis Biopharma'
→2 way demerger would mean
The basic pharma play : Strides
Biopharma play : Stelis

3/
❻ KPR Mills
→Demerger of Garments & Sugar+Ethanol

❼ GNFC
Two Way Demerger:
→Fertilizers & Chemicals

❽ SRF
Two Way demerger:
Chemicals & textiles

❾ Auro Demerging Injectable Business & focus on Biosimilar. Next forefront in Medicine is going to be Biosimilar..

4/
10. Deepak Fertilisers
Their core Businesses:
⓵ Industrial Chemical
⓶ Technical Ammonium Nitrate
⓷ Crop Nutrition Business
⓸ Value Added Real Estate
Possible de-merger in future.
5/5

• • •

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

Keep Current with Kiran Singh Rajput

Kiran Singh Rajput 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 @Kiran24Rajput

Kiran Singh Rajput Profile picture
20 Jun
"Asset Allocation 2.0"
Detail 🧵
Definition: 'Asset allocation is the process of investing across diversified 'Asset Classes'.
#investing #wealthcreation
1/20
👇👇 Image Source: https://missi...
2/
 Don't care whats your age is - 'if you have missed creating wealth at early age, no regret.'

I started understating Asset Allocation, Wealth Creation & Investing in late 30s.. .

In-fact started planning & investment journey much later, I mean few years back only...
3/
 Before you get into 'Planning & Investment' - few basics you have to accomplish:
❶ Pre close all investments linked with Insurance
❷ Buy enough of medical insurance outside office
❸ Buy a Term Insurance, min 1 Crore

Lets Begin 🕺💃👇
Read 20 tweets
Kiran Singh Rajput Profile picture
29 May
🥃United Spirits🥃
Detail 🧵 on "Diageo India" & "Liquor Industry"

Disc:
'Invested & approximately 15% PF allocation'
Disc:
The intent of thread is to share the info only not any kind of recommendation to 'Buy'
1/
2/
 Definition of Liquor or Spirit:
Wiki says its an alcoholic drink produced by distillation of grains, fruits, or vegetables that have already gone through alcoholic fermentation.

So where is Sin or Unethical?
3/
 Even though alcohol as wine or fermented juice is consumed for medical purposes in Ayurveda, its consumption is controversial, often a politically sensitive topic.
Being a land of many religions is another reason for complicating further, especially from a legal aspect
Read 25 tweets
Kiran Singh Rajput Profile picture
28 May
🧵on Morepen Labs💉
- an India-based pharmaceutical company (2500 cr mkt cap) with following pdt portfolio:
①API Business
②Formulations
③Medical Devices
④OTC
Disc: Invested for short-term, intent of thread is to share info not a recommendation to buy.👇⏬
1/13
2/ Started by Mr. K B Suri as API Company, before I write good things, let me share with "Legacy Issues" and "Management Response" to these Legacy Issues.
⏬
3/ Legacy Issues - y market is negative about its past 👇
1. SEBI Ban
2. Delays in making payments in ESI, EPF & Taxes
3. Promoter Salary
4. Ongoing case on appointing Govt Director
5. Cancellation of shares allotted to FD holders
6. Warrants issued to promoters
Source: Internet
Read 14 tweets
Kiran Singh Rajput Profile picture
22 May
Thread 🧵 on Marksans Pharma 💊
- 3,000 Cr market cap is an Indian Pharmaceutical Company having a global footprint.

Disc: Invested & not a recommendation to buy.
#investing
2/ Incorporated in 1992, was a wholly–owned subsidiary of Glenmark.
It became a separate entity in March 2003 &the name was changed to Marksans Pharma in 2005.

They have presence in
1️⃣Active Pharmaceuticals Ingredients (APIs) 2️⃣Formulations &
3️⃣Biopharmaceuticals
3/ Lets understand bit of Indian Pharma Industry👇
① Largest provider of generic drugs globally
② Supplies 50% of the global demand of vaccines
③ Supplies 40% of generic demand in the US
④ Supplies 25% of all medicines in the UK
⑤ Expected to grow to $100 billion by 2025
Read 24 tweets
Kiran Singh Rajput Profile picture
21 Nov 20
🚦'Cold Storage & Cold Chain Logistics in India' and 'Snowman'🚦
Detail Thread 👇

(Information shared here is not a recommendation to buy)
1] What is Cold Storage: Cold Storage is a large refrigerated room or building designed for storage of goods in an environment below the outdoor temperature.

This facility is typically used to stock the following:
Food & Groceries
Health Care
Others
2]
Food & Groceries: Vegetables |Fruits | Dairy Products | Meat |Seafood
Health Care: Drugs | Pharmaceuticals |Vaccines |Blood
Others: Flowers |Wine | Tobacco |Chemicals

Temp Ranges:
Frozen -20 & below
Chill 0 to 10
Mildly Chilled 10 to 20 &
Normal > 20
Read 29 tweets
Kiran Singh Rajput Profile picture
13 Nov 20
Detail analysis on 'mere' 635 Crore market cap stock 👉
"Black Rose Industries Ltd"
CMP: Rs 125

(definitely not a recommendation to buy)

Thread 👇
2. Asia Fab Limited now known as Black Rose Industries was incorporated in 1990 with the following businesses:
A. Chemicals
~ Chemical Distribution - Speciality Chemical & Performance Chemical
~ Chemical Manufacturing
B. Textile &
C. Renewable Energy
3. Management
Exe Director: Anup Jatia (Chemical Engg. & Economics)

Responsible for overall ops, manages relationships with principals and clients. Brought up in Japan & is fluent in the language...
Japan connection we will discuss in detail later.
blackrosechemicals.com/team
Read 17 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!

Like this author's thread?

Get emails when @Kiran24Rajput has new unrolls!

Check out other threads from @Kiran24Rajput!

Read all threads by @Kiran24Rajput

:(