BOPP & BOPET are key flexible packaging films and there are many listed cos. in this space
Currently, BO films industry is facing overcapacity...while volumes are good...oversupply has suppressed selling prices
Stocks are down and some promoters are buying from open market 🧵
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What are Biaxially Oriented (BO) Films?
BO Films are polymer films stretched in both machine and transverse directions during production, enhancing tensile strength, clarity, barrier properties, and dimensional stability
Types of Biaxially Oriented Films
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Flexible packaging BO films are produced by melting and extruding polymers, then stretching the film biaxially for enhanced properties
Multiple layers can be coextruded for combined benefits. Film is cooled, treated for printability, and cut into rolls for packaging use
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Key Raw Materials required in Indian Flexible Packaging Films Industry:
Main Feed Stocks
# Natural Gas Liquids
# Ethane
# Propane
# Butane
# Naphtha
# Crude Oil
It is one of the largest makers of Automatic Ignition systems for 2Ws and 3Ws
Co. is also focusing on Sensors and controllers space
Here's a short 🧵on Automatic Ignition System and Sensor Industry
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Auto component is any part or system that is used to manufacture a vehicle or keep it running
These can be mechanical, electrical, or electronic parts that go into cars, bikes, trucks, buses, and even electric vehicles (EVs)
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Automotive ignition system ignites the air-fuel mixture for combustion, ensuring smooth starts, efficient power delivery, and adherence to emission norms
Petrol and Diesel engines use spark plugs, while diesel engines rely on glow plugs for cold starts
It is one of the leading telecom infrastructure provider
Stock is down 50% + from Dec'24 highs...decided to look at it and the industry
Here's a detailed thread on telecom infra industry with lots of charts and data
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India's telecom sector, primarily landline voice until early 90s, rapidly evolved. Mid-90s saw wireless mobile services, followed by 2000s' tech boom with MMS, video calling, and internet services: OTT, IoT, and VoIP
Key Segments under Indian Telecom Sector 👇
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What are telecom tower companies?
Telecom tower companies build, own and operates telecom towers and provide passive infrastructure to Mobile Network Operators under lease agreements 10-15 years for anchor tenants, ~5 years for others with penalties for early exit
BO Films are polymer films stretched in both machine and transverse directions during production, enhancing tensile strength, clarity, barrier properties, and dimensional stability
Types of Biaxially Oriented Films (2/n)
Flexible packaging BO films are produced by melting and extruding polymers, then stretching the film biaxially for enhanced properties
Multiple layers can be coextruded for combined benefits. Film is cooled, treated for printability, and cut into rolls for packaging use