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More from @EkanshMittal_KW

Ekansh Mittal

@EkanshMittal_KW

Dec 6

Recently came across Sheela foam while tracking Insider trades

Co. is well know for its Sleepwell mattress brand...Stock down 50% + and promoter is buying from market

Decided to look at PU foam industry, here's a small🧵with lots of charts and data

(1/n)

India's mattress and home comfort industry is growing rapidly, driven by rising income, urbanization, and sleep health awareness

Flexible PU foam, accounting for 66%-68% of its use in this sector, is replacing traditional cotton or coir in favor of branded products

(2/n)

What is PU Foam?

Polyurethane Foam is lightweight, durable polymer made by reacting polyols with isocyanates

It is versatile, available in flexible, rigid, or semi-rigid forms, and widely used in mattresses, furniture, car seats, construction, insulation, and packaging

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Nov 19

Was recently looking at Permanent Magnets

Makes magnets and parts for magnetic and current sensors for EVs and Smart Meters

Opportunity in both EVs and Smart Meters looks big

Here's small🧵to understand magnets, electrical components, etc. with lots of charts and data

(1/n)

What is Magnet?

A magnet is a material that attracts or repels similar materials due to the magnetic field it creates.

The field is strongest near the magnet and weakens with distance, causing strongest attraction or repulsion close to the magnet

(2/n)

What is Magnetic Sensor?

It detects and measures magnetic fields, converting them into electronic signals for monitoring or control

It senses changes in magnetic fields from ferromagnetic materials or electric currents, used for position, speed, and current measurement

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Nov 4

While going through Ramco Systems, came across MRO industry

It's getting a major push due to massive orders for aircraft

With 700+ aircraft in service, 200 need heavy maintenance yearly, a major opportunity for MRO industry

Here's a small🧵with lots of charts and data

(1/n)

What is M&E and MRO in Aviation?

Maintenance & Engineering: Covers routine maintenance and major engineering work, from minor repairs to overhauls

MRO: MRO focuses on inspection, repair, and rebuilding of aircraft components, ensuring safety, efficiency, and longevity

(2/n)

MRO organizations maintain, repair, and upgrade aircraft, ensuring safety and compliance through skilled inspections and repairs

They handle regular maintenance, resolve issues, and keep detailed records to ensure reliability

(3/n)

Read 9 tweets

Ekansh Mittal

@EkanshMittal_KW

Sep 20

After a rough 1-2 years, some chemical and chemical-based stocks appear to be showing signs of turnaround

Was looking at Caustic soda co. after the promoters announced preferential allotment

It's a highly cyclical industry...ECU realizations peaked in Nov'22 and seem to have bottomed out around Dec'23

Here's a small 🧵(1/n)

What is Caustic Soda?

NaOH is inorganic compound which is highly soluble in water and has capacity to absorb carbon dioxide as well as moisture directly from air

Its chemical name is sodium hydroxide. It is used in making of soap & detergents, drainpipe cleaner etc.

(2/n)

It is primarily produced through the electrolysis of sodium chloride (NaCl) solution in a process known as the chlor-alkali process

3 main types of processes used

a) Mercury Cell Process

b) Diaphragm Cell Process

c) Membrane Cell Process

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Aug 12

Was going through details of Dreamfolks services

It's common to find airports overcrowded these days

Airport lounges have large queues

Thought of understanding how do these lounge aggregator companies make money

Here's a small 🧵on the industry

(1/n)

Airport Lounge Service Aggregators - Business model

# Lounge access Membership Fees
# Commission from Airlines and Credit Card Companies
# One Time Day Pass Sales
# Corporate Partnerships
# Value-Added Services
# Affiliate Marketing

(2/n)

Airport lounges typically offer a variety of services

# Comfortable seating areas
# Complimentary food and beverages
# Wi-Fi and charging stations
# Business facilities
# Entertainment
# Showers and restrooms
# Spa services
# Sleeping pods
# Personalized services

(3/n)

Read 10 tweets

Ekansh Mittal

@EkanshMittal_KW

Jul 24

Read 12 tweets

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