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Oct 9 • 11 tweets • 5 min read
Weekend Investing Resources Vol 16
A thread 🧵 on what to read / watch

- Gas Sector Analysis
- Banking Sector at cusp of growth
- Smart pormoters new way of making money
- Carbon Credits
- AR Insights
- Chart & Data

Like Retweet Share Follow if you find valuable
#investing
Deep Dive into Gas Sector in India



Cover
Gas Sector Value Chain Analysis
Gas Sector Dynamics
Indian companies around Gas Supply Chain
How to make money in Gas Sector
City Gas Distribution Companies and Peer Analysis
Peer Analysis of all Gas Companies
Banking Sector is getting traction again here we deep dive into it
Smart promoters found new legal but unethical way of making money

Arvind Fashions a turnaround story thread by @Chins1729

Carbon Credits Explained @itsTarH

investkaroindia.substack.com/p/carboncredits

Part 1: Types of Carbon Markets
Part 2: The Carbon Credit Lifecycle
Part 3: Current Demand & Supply Dynamics
Part 4: Problems with Carbon Markets
Part 5: How to Invest in Carbon Credits
Part 6: Carbon Markets in India
Want free access to key insights from 60+ companies across 20+ sectors?

Check out the freshest, FY22 edition of #DSPNectar, our annual compilation of key insights from across the market!

Read here : dspim.co/NectarFY22

@dspmf
Interesting read : Pakistan is an unusual place for cars.

You can buy a new vehicle, drive it for years, and sell it at a higher price.

bqprime.com/business/used-…

#curatedread
Data of the week

The table summarises how the starting sample of 1,000+ and 400+ companies did over the last ten years. Chart numbers are % of the sample. @capitalmind_in

capitalmind.in/2022/09/where-…
Chart of the week : European gas crisis will cost around $274 bn (amt allicated by govt to curb gas crisis)

This amount is almost equal to combined market cap of Oil & Gas Sector in India
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More from @BeatTheStreet10

Beat The Street Profile picture
Oct 8
How Promoters acquire stocks for free at the cost of retail investors ?

A thread 🧵 on new way of making free money by promoters by issuing Right Shares at steep discount

Like Retweet Share Follow if you find valuable

#rightissue #redlfag #corporategovernance Image
Right issue is generally a fundraising from existing investors by issuing right shares price lower than market price.
This is not like bonus / split where investors don't need to do anything. In right issue if you want to get benefit of acquiring shares at lower price you must need to apply and pay right issue amount.
Read 15 tweets
Beat The Street Profile picture
Aug 31
#Piramal Enterprises Demerger

Those who are thinking: Why price is down by approx 50%?
This is the quick explainer

Like and retweet for maximum reach
#PiramalEnterprises (PEL) has 2 Biz

#Piramal Pharma
#Piramal Lending/Financial

Now, To unlock value for investors in PEL, they announced Demerger in Oct-21.

After getting all regulatory approvals Now Piramal Pharma is ready to list separately.
Every 1 Shareholder of PEL will get 4 Shares of Piramal Pharma.

To list Pharma separately, first it needs to be hived off from the existing PEL biz which after Demerger will remain only lending biz.

For this, 1-Sep-22 is the record date and 30-Aug-22 was the Ex-Date.
Read 10 tweets
Beat The Street Profile picture
Aug 23
The #Ambani Connection to #Adani's Hostile #Takeover to #NDTV

This is the long story, so sit back and relax and start reading!!

Like nad Retweet for maximum reach!
In 2009, one conversation between Niira Radia(Corporate lobbyist) and ET Journalist MK Venu concluded on a note that she is meeting to Manoj Modi(Ambani's Right Hand) to help Pranay Roy( NDTV Promoter).
The Money Flow

In 2009, the same year RELIANCE VENTURES LTD, a Wholly Owned Subsidiary of Reliance had given loan of 403.85 Cr Loan to Shinano Retail Private Limited, Which is again owned by Reliance Industrial Investment and Holding Ltd(RIIHL), which again part of Reliance.
Read 36 tweets
Beat The Street Profile picture
Aug 23
In Last 1 Month $4Bn worth of stocks have changed hands via Block Deals!!

Let's understand how you can make money out of it?
(1/n)
OFS/Bulk strategy by @anantladha25
First Let's understand What is OFS/Bulk Deal?
In these deals Promoter/Large/ Institutional Investor sell Shares btw 0.5 to 5% of Equity.(2/n)
These deals are to be announced in advance and notified to exchange earlier than the day of trade.

Largely it is about "Buy the Rumour, Sell on News".
(3/n)
Check out our earlier tweet on this
Read 8 tweets
Beat The Street Profile picture
Jul 2
A mega thread of threads 🧵of business / industry events we have covered so far..!! (Will be contiguously updating as and when)

Events means something of significant nature have strong impact on Co / Sector

Like Retweet Follow Share if you find valuable

#investing #StockMarket
A quick thread 🧵on Single Use Plastic Ban starting from July-22.

What it means for packaging & paper sectors?
Whether its threat or opportunity?



#plasticban
Govt allows Private Captive networks & Why its a problem for telcos ?

A quick thread 🧵

#Airtel #Jio #VI #Bhartiairtel #RelianceJio #vodafoneidea #5g

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Beat The Street Profile picture
Jun 28
Retailers are on expansion mode

~16.7 mn space addtion expected in FY21-24E vs. ~8 mn added in FY18-21 (~2x)

Dmart, Trent, ABFRL to double their retail space additions in next 3 yrs as comapred to last 3 yrs

#dmart #relianceretail #vmart #abfrl #trent #tcns
Revenue recovery rate surpasses pre-Covid levels from Q3FY22 onwards
indiatoday.in/cities/bengalu…
Read 4 tweets

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