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Smart Sync Investment Advisory Services Profile picture
@SmartSyncServ
Jun 1, 2023 • 14 tweets • 6 min read • Read on X
Scrolly
Q4FY23 has come to an end.

What better way to celebrate this than reading crisp yet detailed concall notes of 80+ businesses across market caps.

Here we go!

#Q4FY23 #SSSinsights
1. Apcotex Industries

smartsyncservices.com/apcotex-indust… Image
2. Birla Corp

smartsyncservices.com/birla-corporat… Image
3. Blue Star

smartsyncservices.com/blue-star-ltd/ Image
4. BSE

smartsyncservices.com/bse-ltd/ Image
5. Car Trade Tech

smartsyncservices.com/cartrade/ Image
6. Clean Science & Technology

smartsyncservices.com/clean-science-… Image
7. Craftsman Automation

smartsyncservices.com/craftsman-auto… Image
8. CreditAccess Grameen

smartsyncservices.com/creditaccess-g… Image
9. Eicher Motors

smartsyncservices.com/eicher-motors/ Image
10. Ethos Ltd

smartsyncservices.com/ethos-ltd/ Image
11. Gujarat Themis Biosyn

smartsyncservices.com/gujarat-themis… Image
12. HDFC AMC

smartsyncservices.com/hdfc-amc/ Image
13. Hester Bio Sciences

smartsyncservices.com/hester-bio-sci… Image

• • •

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More from @SmartSyncServ

Smart Sync Investment Advisory Services Profile picture
Nov 4
India's e-commerce might explode to $80 billion by 2030.

This is powered by ultra-fast delivery wars.
But who wins the race?

Bernstein's fresh report on Eternal and Swiggy uncovers surprising shifts - slowing food growth, quick commerce battles, and hidden options.

Let’s discuss in this thread 🧵Image
Bernstein spotlights India's top 5% - 70 million urban consumers boasting $20,000 GDP per capita, controlling an $80 billion wallet by FY30.

Platforms like Eternal and Swiggy are morphing into lifestyle concierges, bundling quick commerce, food delivery, dining, and events to boost transaction frequency and wallet share through relentless innovation.

For context, this Serviceable Addressable Market (SAM) offers a 4x growth potential from FY25's $14 billion B2C GOV for these players.Image
Globally, markets consolidate fast:

Top 2-3 players grab 80-100% share in food delivery (97% in US, 99% in China) and 77-88% in e-commerce.

India's mirroring this, with scale in data and logistics trumping network effects.

Eternal leads here with its food delivery and quick commerce dominance, while Swiggy holds strong as #2, both leveraging 20-25 million unique daily active users to defend positions.Image
Read 10 tweets
Smart Sync Investment Advisory Services Profile picture
Sep 3
Chemical Industry insights & opportunities for investors from Mr. Anurag Surana's chat with Manish of Solidarity Advisors.

Mr Surana has 35+ yrs of experience. He was an investor & board member at PI Industries, having worked there for 14 years as Executive Director.

Thread🧵 Image
1. A few years ago, Indian companies were small.

"20 years back, typically Indian companies were small, insignificant players... they were treated as raw material suppliers, not as strategic partners."

Cut to the 2020s, forget China plus one, many are now selling in China.
2. For the uninitiated, "China Plus One" strategy is a business tactic where companies diversify their supply chains & production by investing in suppliers from countries other than China to reduce risks and over-reliance on China.

This strategy gained momentum due to increasing costs, trade tensions, geopolitical uncertainties & the significant disruptions caused by the COVID-19 pandemic.
Read 14 tweets
Smart Sync Investment Advisory Services Profile picture
Aug 18
Multibaggers, the stocks that multiply your investment tenfold or more, don’t happen by chance.

Anna Yartseva’s deep dive into 464 multibaggers from 2009-24 reveals the facts you ignore.

It shatters myths: Earnings growth? Irrelevant.

FCF yield reigns supreme

Key findings-🧵Image
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Academic deep dives on multibaggers are rare.

Mostly anecdotes from Thomas Phelps (100 to 1) & Christopher Mayer (100 Baggers).

Engaging stories, but they concentrate on case studies & non-numeric factors.

Yartseva crunched real data: U.S. stocks over 15 yrs, post-crisis reset.

The aim: pinpoint factors that truly drive outperformance.Image
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She tested Fama-French factors on these winners, concluding-

Expected stock returns depend on the performance of the broad market (or market risk premium) and a stock’s exposure to

size,
value,
profitability,
and investment factors.

The findings confirmed what we knew but also uncovered patterns we didn’t expect.Image
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Read 12 tweets
Smart Sync Investment Advisory Services Profile picture
Oct 20, 2024
Pre-Engineered Building [PEB] Sector

Deep Dive on 4 businesses in our YouTube Playlist for FREE.



@dhruvbajaj184 has worked tirelessly on it so please LIKE and REPOST it for wider reach.🙏

Save it for later. 📌

More details in this thread (🧵)👇youtube.com/playlist?list=…Image
Before we begin, know more about us here:
1. Interach Building Products

Read 8 tweets
Smart Sync Investment Advisory Services Profile picture
Oct 6, 2024
"The Future of Airline Retailing is Here" received many requests for a deep dive into "Accelya Solutions India".

@Shivam27_ took out his pen ✍️ once again.🙂

Accelya: Navigating the Digital Transformation of Airline Fintech✈️👩‍💻

A Thread! 🧵
smartsyncservices.com/2024/10/04/acc…Image
Before we begin, you can learn more about us and book a FREE call to get to know us better.

Details👇
Revolutionizing Airline Operations: From NDC to ONE Order

The airline industry is at a crossroads, teetering between old, clunky legacy systems [Global Distribution System aka GDS] and a digital future that promises seamless efficiency and personalization. [New Distribution Capabilities aka NDC]Image
Read 22 tweets
Smart Sync Investment Advisory Services Profile picture
Sep 25, 2024
Bharat Connect Conference

Rising Stars 2024

Organized by Arihant Capital

A running thread on all the businesses we will track in the next 3 days.

REPOST to make it reach maximum investors.

BOOKMARK to refer to it later.Image
1. Vaibhav Global Ltd [VGL]

The focus was on the German acquisition, explaining the business model, client acquisition strategy, why older people are the target audience, and how they are different from their competitors.

Detailed notes👇Image
2. Steelcast Ltd

Detailed notes👇Image
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Read 67 tweets

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