Why 🎵 music labels is unique business model ? @NeilBahal
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1. High Entry Barriers
It's not easy to create catalogue of 1 Lk songs in short time. Each movie will have 4-5 songs and in a year about 100 movies might be released,
so about 500 songs will be produced in a year. To create catalogue of 25000 songs it will need 50 years. Industry will keep consolidating, as bigger players will acquire the smaller music labels.
2. Get the acquisition costs recovered in 3-5 years and keep the content with you for lifetime without any incremental costs.
Keyword : Without incremental costs
3. Value migration from ad-based music to paid music
Ad-based music listeners are about 7x of paid premium music listeners while revenues from them are 22x more compared to ad-based revenues. This is the data of international market. In India opportunity size much higher !
4. Mobile phone users in India & Cost of 1 GB Data in world in $
Detailed Thread on Ganesh Green Bharat
#GaneshGreenBharat #IPO
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COMPANY OVERVIEW
• Ganesh green bharat is involved in providing services into multiple verticals catering to :-
(i) Solar System & Allied Services
(ii) Electrical contracting services
(iii) Water Supply Scheme Projects
(iv) Manufacturer of solar photovoltaic (“PV”) modules
• Their core competence lies in bidding for EPC( engineering, procurement & construction) projects & manufacturing of Solar PV Modules with focus on successful delivery of quality products.
Detailed IPO analysis of Gem Enviro
#GemEnviro #IPO
Part 1 (1/2)
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COMPANY OVERVIEW
• Gem Enviro, established in 2013 is into plastic waste management services. They provide various services like Plastic EPR services, collection of plastic waste, ESG & BRSR reporting and sell the recycled products in the market.
A market leader for driver information systems in India?🏍⚡
Detailed Thread on Pricol Ltd🧵
#Pricolltd #pricol
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Cmp - ₹394
COMPANY OVERVIEW
• Pricol Ltd manufactures Driver Information & Connected Vehicle Systems (DIS), Controls and actuations and Battery Management Systems. Their legacy products are Display Clusters and Telematics.
• It caters to 2 wheeler, Commercial, Off-road and Passenger Vehicles. It is the world’s 2nd Largest Driver Information System manufacturer for the 2 wheeler segment.
An dominant auto ancillary that into exports for luxury vehicles?
Detailed Thread on RACL Geartech🧵
#RACL #raclgeartech
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Cmp - ₹1228
COMPANY OVERVIEW
◦ RACL Geartech Ltd. manufactures transmission gears & Shafts, sub-assembly, precision machined parts and other components for the high end luxury segment.
◦ The company caters mainly to the automotive sector followed by agriculture and industrial sectors.
◦ The company was started as a joint venture between Bharat gears (a Raunaq group enterprise) and PICUP (a U.P Govt. entity) in 1989.
How do you play the theme of a cyclical industry like steel without investing directly in a steel company?🤔
Detailed Thread on RHI Magnesita India Ltd🧵
#RHIMagnesitaIndiaLtd #RHI
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Cmp - ₹610
COMPANY OVERVIEW
◦ The company was earlier known as Orient Refractories Ltd post its demerger from Orient Abrasives Ltd in 2010. The company manufactures refractories which find critical applications in various industries and are supplied in both the Indian & Foreign markets.
REFRACTORIES BUSINESS
◦ The company manufactures refractories which find critical applications in industries such as steel, glass, cement and others. The product offerings of the company are as shown:
Do you know about an undervalued monopoly stock in the chemical industry?🧪
Here is a Detailed Thread of Paushak Ltd🧵
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Cmp - ₹ 5294
COMPANY OVERVIEW
• The company was incorporated in 1972. They are a part of the Alembic group which is one of the oldest pharmaceutical companies in India. They operate from their plant at Halol in Gujarat.
BUSINESS OVERVIEW
• The company is into the manufacturing and sale of phosgene & phosgene based derivatives. The major product groups for the company are as shown: