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27 Aug, 7 tweets, 1 min read
Some interesting themes:

1. Amines - alkyl amine, balaji
2. Acetyl derivatives- Laxmi organics , Jubilant ingrevia
3.phenols - deepak nitrite
4. Solar/renewable- Borosil renewable, visaka
5. EV theme- Tata power, kabra extrusion, fiem, tata elxi, LTTS (many more)

Keep adding..
QSR and delivery- Jub food, BK, Zomato, devyani

Retail- Dmart, reliance retail

Cons.durable manufact.- Dixon, amber
Music - TIPS, SAREGAMA
Platforms- CDSL, CAMS
Travel monopoply- IRCTC
Digital tech basket- easytrip, cartrade and many upcoming IPOs
Credit cards - SBI Cards
India economics-Bajaj twins
Alcohol- Globus spirit
Rice - Daawat
Broking- angel broking, isec
Insurance- hdfc, icici, sbi
Chemical compunders- many here, my favorites- atul, SRF, aarti ind

Animal API - NGL finechem, sequent scientific

Pharma glass equipment- HLE, GMM

Injectables + pharma - gland, caplin, laurus
EV theme stocks IMHO:

Sona
Fiem
Tata power
Tata chem
Greaves cotton
Hind copper
Nalco
Racl geartech
Guj Fluro
Kabra extrusion
Power ABB
Gabriel- supplying to Ola
Amaron, exide
Himadri
Hindalco
LTTS, KPIT,Tata elxi.
Building material- acrysil

Jewelleries- Titan, goldiam

Food colors- vidhi, dynamic products

Gaming -Nazara

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More from @Goldforestinves

GoldForest Investments Profile picture
9 Jun
(1/12) ✳STRONG MONOPOLIES :🧵

*IRCTC* 100% Market share in Rail Network.

*IEX* >90% market share in power trading.

*Zydus wellness* >90% market share in sugar free product.

*Eicher motors* >85% market share in 250cc bikes category.
(2/12) *MCX* >85% market share in commodity trading.

*Coal India* >80% market share in coal production in India.

*ITC* >75% market share in cigarettes.

*Honda Siel* >75% in portable power generators.

*Hindustan Zinc* >75% market share in primary zinc industry.
(3/12) *Asahi India Glass* >70% market share in automotive glass.

*NRB Bearings* >70% market share in needle roller bearings.

*Pidilite* >65% market share in adhesives.

*CAMS* >65% market share in RTA within mutual fund industry.
Read 12 tweets
GoldForest Investments Profile picture
7 Jun
Angel Broking AR notes:
🔆💪Watershed year

✴robust client addition captures 16.2% market share
in incremental Demat accounts for FY 20-21 as compared to
6.9% in FY 16-17

✅~38% of overall client base was active as on March21,vs
34.3% industry Avg

@NeilBahal @AmitabhJha3 ImageImageImageImage
🏆Higher active client base led to 75.3% growth in overall retail equity average daily turnover to ~₹ 12.0 trillion in FY 2020-21
from ~₹ 6.8 trillion in FY 2019-20 for the industry ImageImage
⛳The number of active clients on NSE increased to 18.9 million in FY 2020-21 from 4.3 million in FY 2013-14, recording a 23.6% CAGR over
this period. Image
Read 4 tweets

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