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Feb 10 • 8 tweets • 5 min read
A Mega Thread fir Threads we have written so far

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#investing
#StockMarket
#sharemarket
A 🧵 on Changing dynamics Indian #QSR Industry!!

Let's understand the Industry where Domino's, McDonald's & BurgerKing operates!!

Everything You Need to know about #LIC IPO



#LICIPO
Indian #Textile Industry is at cusp of multi-year growth🧵🧵

A detailed thread on #Future Group Can be declared as NPA and sent to insolvency



#kishorbiyani #futureretail #futuregroup
Never Ending Corporate Governance Issues at #Vedanta

The next big thing to watchout in #Reliance is its foraying into financial services and disrupting it

Let's deep dive into it 🧵🧵

Do you love pizzas?

Then show some love on Analysis of India's biggest Pizza Chain!!

First Thread on the India's only profitable QSR chain : Domino's ~ Jubilant Foodworks

#JubliantFoodWorks

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More from @BeatTheStreet10

Beat The Street Profile picture
Feb 12
After Understanding QSR Industry, let's take a deep dive into the companies of this sector.

We are starting with the #Jubilantfoodworks, The only profitable company in QSR space along with highest RoCE.

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Jubilant FoodWorks Limited (JFL/Company) is part of the Jubilant Bhartia group and is India’s largest food service Company. The Company has the exclusive rights to develop and operate Domino’s Pizza brand in India, Sri Lanka, Bangladesh and Nepal. Image
Mr. Shyam Bhartia & Mr. Hari Bhartia are the founders of Jubilant Bhartia Group.
The Jubilant Bhartia Group, has a strong presence in diverse sectors.Jubilant Bhartia Group has 4 flagship Companies- Jubilant Pharmova, Jubilant Ingrevia, Jubilant FoodWorks and Jubilant Industries
Read 18 tweets
Beat The Street Profile picture
Feb 10
The next big thing to watchout in #Reliance is its foraying into financial services

Let's deep dive into it 🧵🧵

#relianceretail #jio #Reliancejio #MukeshAmbani #investing
Reliance has multiple financial services entity but most notable are :

Jio Payments Banks
Reliance Retail Finance
Jio Information Solutions
Jio payments bank can be used to convert into Small Finance Bank which can be further used for lending business

bloombergquint.com/business/payme…
Read 11 tweets
Beat The Street Profile picture
Feb 9
Changing dynamics of Indian QSR(Quick Service Restaurants) Industry!!

A🧵 to understand India's QSR Industry which is the largest contributor to Indian Food Service sector!!

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#qsr #dominosindia #Mcdonalds #BurgerKing
Indian food service industry : 4.2 Tr ($58 Bn)
Expected Growth(upto 2025) : 9% 6.5 Tr by Fy25
Organized player growing faster than industry, their expected growth rate : 15%
Contribution of Organised player inc to 38% in fy20 from 29% in fy15.
Expected to go 50% in fy25 Image
In the food sector, QSR and CDR (Casual Dining Restaurants) expected to see highest CAGR of 23% & 19% by fy25.
QSR also expected to see their market share in food industry to reach 54% from existing 47%. Image
Read 16 tweets
Beat The Street Profile picture
Jan 11
BIG UPDATE in TELECOM -

Vodafone Idea to be a Government-owned company now!

The Board approves conversion of AGR and spectrum liabilities into Equity! This will lead to a huge dilution for all shareholders!
Offers 35% stake to Govt at 10 Rs Valuation

The government will be 35.8% , Vodafone will hold 28.5% and Birla Group will hold 17.5% stake

Deal is subject to Govt Approval
Considering Equity Dilution and stake sale to Govt (means they don't have other investors to invest) : its negative for the company in longer term

While another problem is What If govt dont accept the conversion and equity stake
Read 8 tweets
Beat The Street Profile picture
Jan 9
GMR INFRA : A DEMERGER OPPORTUNITY TO OWN BOOMING AIRPORT BUSINESS



F&O POSITIONS BEAWARE
DEMERGER DETAILS
VALUE UNLOCKING
WHAT SHOULD YOU DO
VALUATIONS

#GMR
#GMRINFRA
#GMRAIRPORTS
GMR INFRA IS 30% DOWN TODAY

WHY BECAUSE OF DEMERGER

EVERYBODY WHO WAS HOLDING 10 SHARES OF GMR INFRA TILL YESTERDAY WILL GET ONE SHARE OF GMR URBAN INFRA

HENCE DON'T WORRY
WHATEVER U LOOSE TODAY EQUIVALENT GMR URBAN INFRA U WILL GET

#GMRINFRA
Stock will resume trading from 10 am due to demerger
Read 4 tweets
Beat The Street Profile picture
Jan 7
What went wrong in Hinduja Global Solutions

Why stock is down 20%

Is there any fund siphoning?
The back story: Company sold its best business ( high margin, cash generating, booming) in Aug 21 for around ₹8000 cr to Baring Private Equity

Business: IT Services to Healthcare Business Image
Rational of Business selling remain unexplained as they said it will give growth capital for remaining business but IT as business is cash rich and asset light, does not require much capital. This is why IT Companies known for dividend buyback.
Read 16 tweets

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