My latest blog on 'Rajratan Global Wire' and how this can be a perfect proxy to tyre industry.…
Do retweet for maximum reach 🙏
Thank you @Tijori1 for adding this 🤩🙏🏻
@Nigel__DSouza, @blitzkreigm thank you guys for interviewing the management.
This helped me for this blog. Great insights everytime you guys interview Rajratan's Sunil Chordia sir.

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More from @caswapnilkabra

8 Jul
A thread to understand the business of 'Clean Science and Technology Limited' and the reasons as to why it is number 1 in many of its products. 👇🧵
#cleanscience #cleanscienceipo
First, let us understand the products the company makes.
The company has MEHQ, BHA, Guaiacol, Anisole, 4-MAP, DCC and L-ascorbyl in its portfolio.
Before you yawn reading the unpronounceable chemical names, let me cut the mumbo jumbo and simplify this.
Read 28 tweets
4 Jul
A thread on how Rajratan Global Wire ltd, a small company in a niche segment, can be a perfect proxy play to the ‘Tyre industry’. 🧵👇
Let us first understand the business of the company. Company makes just two products:
1. Tyre bead wire
2. High carbon steel wire.
It derives major revenue from ‘Tyre bead wire’ which accounts for 89% of total capacity and 91% of revenues. (2/n)
For the uninitiated, Tyre bead wire is the soul of every tyre. It is core to the safety of tyre use; it holds the tyre to the rim, enhancing product safety. The product is mature and its application has been unchanged for more than five decades. (3/n) Company website
Read 24 tweets
29 Jun
A thread on how Nelco ltd, a Tata group company is well poised to reap the benefit of development in space industry and telecommunication. 👇🧵(1/n)
Nelco is a micro cap company from the Tata group which derives all its revenues from the business of Satellite Communication (SATCOM). (2/n)
For us to know what Nelco does, we must first know few technicalities of the Satellite business. So, let us first understand how a satellite works. (3/n)
Read 22 tweets
12 Apr
In India, 'RBI' is responsible for 'Monetary Policy' through which it controls 'Inflation' and Economic Growth'.

In this thread, I am going to focus mainly on the role of RBI and how it uses ‘CRR’ and ‘SLR’ as two major tools to control economy. 🧵👇
Let us first understand few basics before we dig into the details. (2/n)
👉The Businesses:
They are the producers of the goods and services. Any business would be happy if it is growing and the prices of the goods and services sold are ever rising. They would be more interested in ‘Economic growth’. (3/n)
Read 32 tweets
6 Apr
As there is so much confusion wrt the AGR saga and all the differences between 'Department of Telecommunication' and 'Telecom Companies', I tried to create a timeline of important events that happened till date.
A small thread 🧵👇🏻

Image sourced from: @barandbench Image Sourced from: https:/...
With National Telecom Policy (NTP), Government started allocating the telecom licenses. The deal was to pay a fixed fee for license and the spectrum per year.
But, the telecos failed to pay the amount as they were struggling even to break even.
New Telecom Policy was introduced which made changes in the way the telecom companies were required to pay for the license and the spectrum.
The deal was to pay a percentage of the AGR (Adjusted Gross Revenue).
Read 10 tweets
2 Apr
While learning accountancy a student is taught to
👉Debit all expenses, credit all income.
👉Debit all assets, credit all liabilities.
👉Debit the receiver, credit the giver.
Why is it so?
Let us find out the rationale behind three golden rules of accounts. 👇🧵 (1/n)
'Balance Sheet' and 'Profit & Loss Account' are two important aspects to learn accountancy.
Let us first understand how to interpret a Balance Sheet. (2/n)
Balance sheet is a simple snapshot of ‘Sources of funds’ (‘Liabilities’) and ‘Application of funds’ (‘Assets’) as on a ‘particular’ day. (3/n)
Read 12 tweets

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