Mr. NS Mohan (MD, Suprajit Engineering) gives a perfect example to explain the Indian Automotive Industry: The doll 'Okiagari- Koboshi'

Whenever something hits them, they upright themselves & then again something hits them & on & on. (1/3) Image
Alludes to the fact that been in the industry since 1985 & never seen them being hit with such severity & regularity.

Still, the industry isn't out.

These are the trends that are playing out 👇 (2/30 Image
So what lies ahead? He said: I don't know. (3/3) Image
On PLI scheme: Geared towards big players, they expect some amt. of trickle down effects to happen (questionable)

‘Dhandha Karna hai toh Sarkar ke bawajood Karna hai.’

Don’t have the crutches, we have to do business independent of government schemes.

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More from @AnishA_Moonka

17 Jul
A thread on the snippets (paragraphs & quotes) from the book ‘The Hidden Life Of Trees: What They Feel, How They Communicate’ by Peter Wolleben (A forester 🌳)

‘Trees in the forest are social beings.’

This thread will be updated as I read further & further. Image
1/ Trees are underrated. Image
2/ Wood Wide Web. ImageImage
Read 21 tweets
8 Jul
A thread on the snippets (paragraphs & quotes) from the book ‘Modern Monopolies: What it Takes to Dominate the 21st-Century Economy’

This thread will be updated as I read further & further.
1/ The burning platform.
2/ Why did Nokia fail?
Read 15 tweets
8 Jul
Why your nearby restaurant has a sweet-sour relationship with Zomato/Swiggy?

A mini Thread 🧵👇
1/ Aggregator Economics

Aggregators are cash-guzzling businesses

Although the restaurant volumes go up, increasingly these companies are getting stricter with respect to their cash flows leaving no cut for the restaurant owners

With the listing, this will continue to grow.
2/ Customer Data Masking

Aggregators don't share any user data with the owners leaving them clueless about their customer base, their demographics & trends.

Owners feel that they are losing their brand value & their food is getting commoditized.
Read 8 tweets
7 Jul
Tata Motors JLR investor conference call.

‘Before the semiconductor issue: the wholesale expectations for H1 was 270,000 and now it is 150,000’

A mini thread 🧵👇
1/ It will take us 12 to 18 months to get back to the Wholesale levels to support the current retail demand.

The semiconductor shortage is a huge issue, however a temporary one 🧗🏻
2/ No significant launches are being delayed due to these challenges.

The order book is currently at 110 thousand, covers only three of the five regions that the company caters to.
Read 8 tweets
2 Jul
With so much focus around the world wrt sustainability, one way to differentiate between speciality chemical companies is their focus on green chemistry.

The customers would soon demand this of everyone.

Source: Clean Science & Tech RHP.
Indian Speciality chemicals are expected to grow at over double digits till 2025.

Agrochemical & Fertilizer & Pharma API contribute 55%+ of the total speciality chemical space in India.
Why Mamaearth type startups are doing well.
Read 4 tweets
29 Jun
R&D & Capex Spends by 2 optical fiber companies.

Separating facts from fiction.
Both the managements are gung ho about the investments they have made in 5G products & development of an R&D focused culture.

Numbers reflect that in only STL’s books, however, the revenues from new products haven’t started flowing in.
Their market cap is similar.

Their Operating cashflows aren't.
Read 4 tweets

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