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Mar 23 • 4 tweets • 2 min read
#sonacomstar this is big

Happy shareholder to see such innovation from Indian co👌 @sonacomstar @sunjaykapur

⚡️Sona Comstar launches “Motor T” family of motors & controllers

⚡️⚡️⚡️has the highest efficiency (96%), power & torque density in 48V category in world
@nid_rockz
‐ Next‐gen tech for best efficiency, Torque & Power density in 48V category in the world

-Motor T family is designed to achieve the best combined performance in both power (more than 1.1 kW/kg) and torque density (more than 7.5 Nm/kg) along with 96% efficiency in a single motor
-Other variants in the Motor T family include Motor T (HS) that has a whopping 14kW peak power under 10kg with 96% efficiency meant for high speed two wheelers,
and Motor T-72 with a massive 12.5kW peak power and more than 8kW continuous power with a weight under 10kg in 72V with 96% efficiency, meant for high speed and long-range two wheelers

D- no reco

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More from @Goldforestinves

GoldForest Investments Profile picture
Jan 8
Notes 📋from Edelweiss Reasearch Sector Report on HOME DECOR🧵

~Covid-19 has accelerated the growth of home décor industry by offering enormous growth opportunities—import substitution, increasing exports and focus on home improvement in the wake of WFH.
@nid_rockz
Home Decor:
~Even at most conservative estimates, industry is likely to clock a 12– 14% revenue CAGR over FY21–26 (versus 5–6% CAGR over FY16–21).
~Traction in the wood panel industry is apparent from numbers: EPS CAGR of 42% over FY21–24E versus a 32% CAGR for ceramic tiles
Strong Demand in Real estate:

The share of top developers in launches (6–26% across cities in CY11) surged to 28–78% in H1CY21.
Read 13 tweets
GoldForest Investments Profile picture
Aug 27, 2021
Some interesting themes:

1. Amines - alkyl amine, balaji
2. Acetyl derivatives- Laxmi organics , Jubilant ingrevia
3.phenols - deepak nitrite
4. Solar/renewable- Borosil renewable, visaka
5. EV theme- Tata power, kabra extrusion, fiem, tata elxi, LTTS (many more)

Keep adding..
QSR and delivery- Jub food, BK, Zomato, devyani

Retail- Dmart, reliance retail

Cons.durable manufact.- Dixon, amber
Music - TIPS, SAREGAMA
Platforms- CDSL, CAMS
Travel monopoply- IRCTC
Digital tech basket- easytrip, cartrade and many upcoming IPOs
Read 7 tweets
GoldForest Investments Profile picture
Jun 9, 2021
(1/12) ✳STRONG MONOPOLIES :🧵

*IRCTC* 100% Market share in Rail Network.

*IEX* >90% market share in power trading.

*Zydus wellness* >90% market share in sugar free product.

*Eicher motors* >85% market share in 250cc bikes category.
(2/12) *MCX* >85% market share in commodity trading.

*Coal India* >80% market share in coal production in India.

*ITC* >75% market share in cigarettes.

*Honda Siel* >75% in portable power generators.

*Hindustan Zinc* >75% market share in primary zinc industry.
(3/12) *Asahi India Glass* >70% market share in automotive glass.

*NRB Bearings* >70% market share in needle roller bearings.

*Pidilite* >65% market share in adhesives.

*CAMS* >65% market share in RTA within mutual fund industry.
Read 12 tweets
GoldForest Investments Profile picture
Jun 7, 2021
Angel Broking AR notes:
🔆💪Watershed year

✴robust client addition captures 16.2% market share
in incremental Demat accounts for FY 20-21 as compared to
6.9% in FY 16-17

✅~38% of overall client base was active as on March21,vs
34.3% industry Avg

@NeilBahal @AmitabhJha3 ImageImageImageImage
🏆Higher active client base led to 75.3% growth in overall retail equity average daily turnover to ~₹ 12.0 trillion in FY 2020-21
from ~₹ 6.8 trillion in FY 2019-20 for the industry ImageImage
⛳The number of active clients on NSE increased to 18.9 million in FY 2020-21 from 4.3 million in FY 2013-14, recording a 23.6% CAGR over
this period. Image
Read 4 tweets

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