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 Nisus Finance🧐💸
#NisusFinance #IPO
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Company Overview
• Incorporated in 2013, they are engaged in transaction advisory services, & together with its group companies provide real estate and infra fund management services.
• They are managing an AUM of approximately ₹1000 Cr and have operations in India & Dubai.
• They focus majorly on asset class comprising urban infrastructure like residential, commercial, retail, hospitality, industrial, warehousing etc
Detailed Thread on Mach Conference 🌎🏢
#Machconference #IPO
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COMPANY OVERVIEW
• Mach Conferences & Events provides a comprehensive array of services tailor made for MICE (Meeting, Incentives, Conferences, Exhibitions). They specialize in conference management, Exhibition management & Global Event Planning.
• Along with this they also provide their clients with all logistical aspects of an event. They have successfully completed 90 projects in the past 3 years at:- London, Mussoorie, Bangalore, South Korea, Paris, Goa, Srinagar, Singapore.
Detailed Thread on Afcom holdings✈️📦
#Afcomholdings #Afcom #IPO
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COMPANY OVERVIEW
• Afcom holdings is engaged in the business of carriage of cargo on airport-to-airport basis. They have General Sales and Service Agents (GSSAs) in India & far East.
• They have established their presence in 6 markets in South East Asian countries with two way cargo trade with an average 5 hours flying.
• They work on short range(4-5 hours), short capacity(20-30) & high frequency business model.
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.