Why Netflix down 35%
➡️ Increasing competition
➡️ High valuations
➡️ Lost 2,00,000 customers
➡️ Password sharing 😀
How music labels are different from Netflix ?
➡️ Music labels own the content and monetize it to many platform. Profit pool is concentrated with music lables not at music platforms like spotify
➡️ Indian music labels focusing on regional music which have lot of room to grow
➡️ Music subscription is still very low. It's mostly ad-based revenues. Lot of room available as there will be shift from ad-based to subscription based revenues
➡️ Music is highly repeatable compared to movies.
➡️ Customer don't have to spend anything from pocket to listen music
No need of passwords to listen to music
➡️ Most importantly music labels have huge barrier to entry as they have huge catalogues of old music which can't be replicated easily
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There is a lot of talk about how Paytm’s business is bad. Let us take a look to see if that is true.
1. Company Overview
Paytm is a payments led super app which allows its customers to access financial and other commercial services through its app. It was founded by
Vijay Shekhar Sharma in 2009 as a prepaid mobile and DTH recharge platform. The company has since evolved to provide multiple fintech services and is one of the largest players in the payments space
The US is the largest Healthcare market in the world. Drugs manufactured by Indian pharma companies account for a significant amount of the prescriptions filled in the US. But the big Indian players in the US
market have not been able to drive significant returns for the past few years. Let us try to understand why:
Period of Rapid Growth (FY11-FY17)
During 2010 to 2017, Indian pharma companies saw a boom in the US business. Some of the reasons for this were:
1. Introduction
Gufic Biosciences is engaged in manufacturing, marketing, distribution and sale of pharmaceutical and allied products. They are one of the very few pharmaceutical companies that have had an extensive focus on lyophilization and are on the route of
becoming the largest manufacturer of lyophilized products.
Lyophilization is the process of removal of water from the drug product. The drug product, being unstable in water, undergoes a specialized process in which the drug is exposed to a heating process in which the
1. Rally in Sugar Stocks
In recent times, sugar stocks have given more than 50% returns to its investors in the period of 6 months. The sole reason behind this rally is the word “ethanol”
Sugar companies manufacture ethanol which has application as industrial solvent and
most importantly used in blended fuel.
Ethanol is the recent buzz word due the initiative of E20 roadmap by the government of India and expansion of capacities by Indian sugar companies.
#Dharamsi Morarji Chemical Company (#DMCC) - 100 Years of Sulphur Chemistry 🧪🧪
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CMP - ₹ 442
1. Introduction
The Dharamsi Morarji Chemical Company Limited (DMCC), established in 1919, was the first producer of Sulphuric Acid and Phosphate fertilizers in India. But the company exited from the fertilizer business because of the government policy which was adverse for the
phosphate fertilizer and there was a preferential subsidy towards other fertilizers.
It is now engaged in manufacturing of bulk chemicals and speciality chemicals used in industries such as pharmaceuticals, agrochemicals, detergents, dyes, textile etc. and are majorly served
Neogen chemicals ltd. was founded in 1991 by technocrat Harish Kanani.The company has expertise in bromine and lithium chemistries.
The products manufactured are served for pharmaceuticals, agrochemicals, engineering industries,
speciality chemicals companies in India, Europe, Usa, and Japan.
Increasing the revenue contribution from Custom Synthesis and Contract Manufacturing segments.