Semi Conductors Explained!

A thread below🧵👇🏻
#investing #semiconductors
(1/6)

• What are semi conductors?

Semiconductors are materials which have a conductivity between conductors (generally metals) & nonconductors or insulators (such as most ceramics).

Due to their role in the fabrication , they are an important part of our lives
(2/6)

• Fact! Semiconductors are the world’s 4th most Traded product!
After - Crude oil, Motor parts and vehicles and Refined Oil.

As the world becomes more digital, the role of semiconductors in our lives will get more significant then ever!
(3/6)

• Semiconductor Uses -

1) Smartphone - 25.3%
2) Personal Computing - 20.5%
3) Servers and Storage - 14.6%
4) Industrial Electronics - 11.7%
5) Consumer Electronics - 10%
6) Automotive - 9.8%
7) Wire Infrastructure - 8.1%

An Average car has around 1400 semiconductors!
(4/6)

• End products of Semiconductors-

1) Mobile Phones
2) Personal Computers
3) Cars
4) Servers
5) Storage devices
6) Smart homes
7) Medical
8) Smart Factories

• More than 1.4 Trillion semiconductors were supplied in 2020!
(5/6)

• Our digital society has a robust semiconductor supply chain, and until pandemic,not many people thought about it

But a sudden surge in demand for digital goods, improved technologies, and recovering economies put the strain and spotlight directly on semiconductor
(6/6)

Semiconductors are changing the world massively!

Do you think it can be the most traded product in the world in future?

@caniravkaria @Jitendra_stock @Anshi_________ @datta_arvind

Comment down below 👇🏻

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More from @alphaspotcap

Feb 13
CDSL Analysis!

A thread below 🧵👇🏻
#investing #StocksInFocus Image
(1/22)

About -

• CDSL is a depository in India, promoted by BSE. It was
incorporated in 1999 and primarily
serves as holding securities in dematerialised form.

• CDSL is the only depository listed in Asia Pacific region.

• It’s only competitor is NSDL, promoted by NSE
(2/22)

CDSL, a key Facilitator!

• The company facilitates in holding, transacting & settlement of equities, debentures, bonds, ETFs, units of mutual funds & Alternate Investment Funds, Certificates of deposit (CDs), commercial papers (CPs), G-Secs, Treasury Bills, etc!
Read 23 tweets
Feb 11
Indian Energy Exchange(IEX) Analysis!

A thread below 🧵👇🏻
#investing #stocks #IEX
(1/15)

About -

• IEX is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables, & certificates.

• IEX has expanded its reach beyond India to create an integrated South Asian Power Market
(2/15)

• IEX has a robust ecosystem of 6,800+ participants located across 29 States & 5 UT comprising of 55+ distribution utilities & 500+ conventional generators.

• It has a strong base of 4400+ commercial & industrial consumers from metal, textile, housing , cement etc
Read 16 tweets
Feb 10
Birlasoft Limited Analysis!

A detailed thread below🧵👇🏻
#investing #StocksToBuy
(1/17)

• Birlasoft is a multi-shore business application global IT services provider with a presence in the USA, Europe, Asia-Pacific & India.

• It counts Fortune 100 enterprises across manufacturing, banking & financial services, insurance, media & healthcare as clients.
(2/17)

Backdrop -

• Global demand for IT services is experiencing huge tailwind
backed by increased spending on Cloud & Digital

• Gartner expects Outsourced IT services spend to grow at 8.6% CAGR over 2020-25

• Indian IT is exp to reach to $350bn by 2025 vs $198bn in FY21
Read 18 tweets
Feb 9
The Indian Sugar Industry : Strong Outlook

Here’s our analysis of the Indian Sugar Sector, it’s changing dynamics, ethanol blending program, statistics and more!

A Detailed Thread Below🧵👇🏻
#investing #ethanol #sugar
(1/23)

• India is the 2nd largest sugar producer in the world after Brazil. Brazil accounts for 42.05 MMT of global sugar production & India contributes 33.76 MMT.

• ₹1,250cr is invested in this industry & providing a livelihood to ~2.86 lakh workers & supports 5cr farmers
(2/23)
Year on Year Data:

• Production of sugar rose 5.6% till 31st January, 2022 YoY
• Sugar production in Maharashtra rose by 9.10 MT YoY
• There are 194 sugar mills compared to 182 mills functioning last season on Jan 31, 2022
• Uttar Pradesh produced ~50MT vs ~54MT YoY
Read 24 tweets
Feb 7
Devyani International : The next QSR Leader in India?🇮🇳

Here’s our analysis of the company, it’s earnings, growth strategies, future prospects, competition and more!

A long thread below🧵🧵👇🏻
#StocksToBuy #investing
(1/22)

• About:

Devyani International Limited is the largest franchisee of Yum Brands in India & is among the largest operators of Quick Service Restaurants chain in India & operates 747 stores ( 309 KFC & 351 Pizza Hut ) across 155 cities in India as of sept 2021
(2/22)

• Reasons for strong turnaround:

Getting unit metrics right is key to business scalability. DIL is seeing an improved unit metrics for KFC & Pizza Hut, led by

• Reduction in store size
• Better menu
• Focus on delivery with delco stores
• Digital enhancement
Read 23 tweets
Feb 2
Tata Consumer:
Can it be the FMCG giant in India?

Here is the analysis of Tata Consumer Products Ltd, it’s growth opportunities, international business, financial data, key risks and more!

A detailed thread below! 🧵🧵👇🏻
#investing #stocks #TataGroup
(1/21)

• About:

TCPL is a consumer goods company, offering a portfolio of foods, beverages & retail, comprising marquee brands like Tata Tea, Tata Salt, Tetley, Himalayan Water, Starbucks, etc.
(2/21)

• It’s Acquisitions over the years:

1) Tetley in FY00
2) Good Earth in FY06
3) Eight O’clock, Jemca in FY07
4) Vitax in FY08
5) Joint venture with Starbucks in FY12
6) MAP brand in FY15
7) Branded tea business of Dhunseri Tea in FY20
8) NourishCo from PepsiCo in FY21
Read 22 tweets

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