Shalin Shah Profile picture
Jun 3 5 tweets 2 min read Twitter logo Read on Twitter
AMI Organics

Stock has come out of a 70 weeks consolidation post Q4FY23 numbers.

Company has emphasized three things:
(1) Chinese chemical industry revival has min to no bearing on them
(2) Company never benefitted from Chinese plants shutting down.
1/n

(3) Company is global leader in its key products with China & other geographies in the second & third spot.

Electrolyte Additives:
(1) Received approval from 06 customers worldwide
(2) Received plant scale trial commercial orders of few metric tons
(3) Expecting big order
2/n

(4) Two more products developed & in advanced stages of validation.

Company has successfully signed long term LOIs & contracts with their big customers.

Company will now be doing 3 advanced intermediates for Fermion which will increase their contract manyfold.
3/n

(5) During FY23, company has developed several niche specialty chemical products, which are at different stages of validations and approvals.

(6) Company announced the acquisition of 55% stake in Baba Fine Chemicals last month, gaining entry into semiconductor industry.
4/n

Looking at tailwinds in FY24 as mentioned by company, we can expect possibility of stock getting rerated and retesting its previous high of 1430.30.

Further strength will be evident once the fundamental levers start playing out

Supports are till 1000-950 zone

#AmiOrganics Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Shalin Shah

Shalin Shah Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Fibonalysis

Jun 3
Craftsman Automation FY23 Annual Report is a good read to understand how the company has progressed till now and what's in store for the next 5 years.

(1) The company has three business verticals:
(a) Automotive Powertrain
(b) Aluminium Products
(c) Industrial & Engineering
1/n

(2) Revenue mix across verticals-FY23
(a) Automotive Powertrain- 51%
(b) Aluminium Products- 25%
(c) Industrial & Engineering- 24%

(3) Revenue mix across geographies-FY23
(a) Domestic- 92%
(b) Export- 08%

(4) Revenue from top customers
(a) Top 10- 58%
(b) Other- 42%
2/n

(5) Automotive Powertrain Segment

Manufacturing Facilities: 11
Revenue: 1527 cr
Growth in Revenue: 32%

Revenue breakup:
CV: 55%
Off-highway: 20%
Tractor: 15%
SUV: 10%
Read 5 tweets
Jun 1
Apcotex Industries FY23 AR

Snapshot:
(1) The synthetic rubber market is mainly driven by the tyre segment, the largest end-use segment of synthetic rubber, followed by automotive.
(2) The trend of reducing greenhouse gas emissions in vehicles has also increased synthetic rubber
1/n

demand in the automotive industry.
(3) Nitrile latex for gloves is a new emulsion polymer that your company has developed through internal R&D.
(4) It was successfully scaled up in FY 2020-21 and is currently only manufactured by your company in India.
2/n

(5) During FY23, the company commissioned a 50,000 MTPA facility at Valia plant for manufacturing Nitrile Latex which is easily scalable to 80,000 MTPA.
(6) The company's major raw materials are petrochemical products, and its business could be vulnerable to high volatility
Read 7 tweets
Nov 7, 2021
Sona Comstar
Sona BLW Precision Forgings Ltd

Let us understand the business first and also connect the dots why market is valuing it so richly almost at par with few OEMs.

Have done a detailed presentation on the same. Ready to discuss, exchange data and learnings.

#sonacoms
1/n

Table of contents & Disclaimer
Slides 01-03
2/n

Company Overview
Slides 04-07
Read 22 tweets
Sep 11, 2021
Confidence Petroleum India Ltd

Let us see why we can have a look at this smallcap stock for our portfolio and have exposure to the CNG vertical which company is embarking upon.

Sharing a presentation prepared via thread as option for uploading pdf or ppt is not there in twitter ImageImage
1/n

Company Overview ImageImage
2/n

Snapshot of key ratios to get a basic idea of valuations. Not looking at PE ratio in isolation Image
Read 11 tweets
Aug 21, 2021
1/n

We will understand why Logarithmic charts should be used for Technical Analysis over Arithmetic charts

Traders looking to capture short-term price movement may prefer Arithmetic(linear) scale charts.

#TechnoFunda
#StockMarket
#metals
#StockMarketindia
#stocks
2/n

The problem with linear scale is when zoomed out to view long-term price history it can make the chart look parabolic or scary to retail investors. Commonly, when a security's price range over the period being studied is greater than 20%, a log scale chart should be used.
3/n

Long-term charts consisting of X years should also be plotted on the log scale. This becomes even more important when charting growth stocks. Log scale help investors visualize a nice consistent uptrend while softening chart volatility which in turn helps take out emotion.
Read 9 tweets
Jul 15, 2021
Colgate-Palmolive India Ltd
Annual Report FY21 Summary

Going by many investment gurus, Colgate falls under the 'Keep it Simple' category. No buzzwords nor anything enticing.

Stock has given 14.25% CAGR returns since it got listed in 1994..27 years!

A Thread
1/n

Ram Raghavan's(Managing Director) message to shareholders where he gives glimpse on innovations in Oralcare and new product launches.
2/n

Innovations & launches
(1) Colgate Vedshakti: Mouth protect spray & oil pulling
(2) Diabetics Toothpaste
(3) Visible White Instant Toothpaste
(4) Zig-Zag Anti Bacterial & Turmeric Toothbrush
(5) Super Flexi salt toothbrush
(6) Gentle range of toothbrushes
Read 11 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(