To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.
In this 🧵 we have studied value chains of various businesses
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:
IPO Analysis of AVP Infracon Limited
#ipoalerts #ipodetails
COMPANY OVERVIEW
• AVP Infracon is engaged in the business of constructing all types of infrastructure development works such as Expressways, National Highways, Flyovers, Bridges, Irrigation Projects, Urban Development, warehouses and other Commercial and Residential Projects.
• Company operates majorly in Tamil Nadu state but intends to expand in future in Southern states like Karnataka, Telangana & Kerala.
• AVP Infracon also has 2 RMC (Ready-mix Concrete) plants under its subsidiary which caters to commercial users and themselves for own purpose
IPO Analysis of Pune E-Stock Broking Limited
#IPOAlert
BUSINESS OVERVIEW
• Company primarily offers platform to its clients for execution of trades (Equity, Futures & Options, Currency & Commodity) with the Stock Exchange (NSE, BSE, MCX) through CTCL (Computer to Computer Link) Terminals, Web Interface & Mobile App
• Company’s client base includes Authorised Persons (spread across 10+ Cities) as well as Direct Clients. Total count of clients was 60,640 as of March 2023. The company has 2 branch offices in Ahmedabad & Delhi.