I was recently looking at few Edible Oil stocks...simply because some have fallen quite a lot and Promoters seem to be adding to their stake

Here are some details on Edible Oil Industry🧵

India is world's largest importer of edible oils

GOI has launched National Mission on Edible Oils - Oil Palm to boost domestic production

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Edible oil refers to any oil that is suitable for human consumption and is used primarily in cooking & food preparation

These oils are extracted from various plant sources such as seeds, nuts, fruits, grains, animals and marine oils

Types of Edible Oils

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Recently, I was going through con-call of Ganesha Ecosphere and read somewhere that there's going to be huge demand for rPET granules in India

Here are some brief details on Recycled PET Industry🧵

Plastic waste has large environmental consequences

Is, Recycling PET= Great Business + Cleaning Environment

(1/n) PET stands for Polyethylene Terephthalate, which is a type of polyester commonly used in production of plastic bottles, containers, and packaging

Commonly found in:

· Beverage bottles
· Food packaging
· Clothing (fleece, polyester)
· Other Industrial applications

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I was recently reading about Refex Industries which has made a decent business out of coal and ash handling in the last 5-6 yrs

Here are some brief details about coal and ash handling industry 🧵

Coal ash isn’t just a residue; it’s a valuable versatile byproduct

(1/n) What is Coal Ash?

Ash is residue remaining after combustion of solid fuels, primarily coal

It consists of inorganic mineral matter present in the coal, along with other materials that are not completely consumed during combustion

Types of Coal Ash

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Recently I was reading about Rain Industries which manufactures Calcined Petroleum coke (CPC)

Industry seems highly cyclical and here's a brief 🧵on the same

CPC is used as raw material for aluminum, graphite electrodes & steel Industry

~ 85% of global CPC supply is dedicated to aluminium sector

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What is Calcined Petroleum Coke (CPC)?

CPC is produced from Green Petroleum Coke, a by-product of Crude Oil Refining, through a process known as "Calcining" that removes moisture and volatile matter from GPC at high temperature

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Agrochemical is an important industry for India considering we have the largest population to feed to

2022-23 was bad for the industry with pricing challenges and excess supply from China

A lot of stocks are down 50% from highs

Here are some industry details 🧵

(1/n) Agrochemicals are chemical substances used in agriculture to enhance crop production, protect crops from pests, diseases, and weeds, and promote agricultural productivity

It refers to pesticides, including fungicides, insecticides, herbicides, and nematicides

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I was recently reading about a leading listed lead-acid battery maker

Co. is making a big foray in Li-ion battery space with 16 GWh (gigawatt hour) cell capacity by FY 32

Demand for Li-ion battery is expected to increase 10x by 2030...here's a small 🧵on this space

(1/n) What is Li-ion battery?

It is a complex electrochemical device made up of several key components that work together to store and release electrical energy

These include:

Anode
Cathode
Separator
Electrolyte
Current Collectors
Casing
Electrode Binders
Vent, etc.

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Was recently looking at one of the top 3 lubricant cos. in India among the private players

1 of the major issues for such cos. seems to be no major growth in volume and with increasing market share of EVs, the volumes may contract further

A basic 🧵on lubricants industry

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What is Lubricant?

lubricant is a substance used to reduce friction between two surfaces in contact with each other

It is commonly used to minimize wear and tear, dissipate heat & reduce energy losses in various mechanical systems

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Recently came across a few listed cos. dealing in chlor-alkali products and its derivatives

Was pleasantly surprised to find such companies commanding 20-30% operating margins

Major players are operating at 90% + utilization and have CAPEX plans for 1-2 years...small 🧵

(1/n) What is Chlor-Alkali?

The chlor-alkali process is a widely used electrolytic process that yields chlorine and caustic soda (NaOH - Sodium Hydroxide)

Caustic soda is used in making of soap & detergents, drainpipe cleaner etc.

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Agrochemical is an important industry for India, considering we have the largest population to feed to

2022-23 was bad for the industry with pricing challenges and excess supply from China

A lot of stocks are down 50% from highs

We decided to look at industry details 🧵

(1/n) Agrochemicals are chemical substances used in agriculture to enhance crop production, protect crops from pests, diseases, and weeds, and promote agricultural productivity

It refers to pesticides, including fungicides, insecticides, herbicides, and nematicides

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Hair oil penetration in India is 90% + and there have been huge wealth creators from this space over last 2 decades

We were recently looking at co. which hasn't done well but is making amends under new team

In the process looked @ hair oil industry...some details 🧵

(1/n) Hair oil is a product formulated to nourish, moisturize, and promote the health of hair and scalp

Hair oils are formulated with specific ingredients to target different hair concerns & achieve various desired effects -

shine, blackness, frizz control, hair growth, etc.

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Last year was one of the toughest for Dyes and Pigments industry

Based on our reading, seems like things may have bottomed out and industry may start recovering

Here are some details about the industry🧵

Important terms - Dyestuff, Dye intermediates, Pigments, Lakes

(1/n) Difference between Dyes and Pigments

Main difference between dye and pigment is that dye molecules are very small whereas pigments are much larger

Therefore, dyes easily dissolve in water and many solvents while pigments do not dissolve in water

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Weekly wrap🧵...1 special situation opportunity, 1 high dividend payout stock and an interesting concall

1) Recently released our new Special situation report

These are based on corporate actions like delisting, dermerger, buy back, etc

Details @ - katalystwealth.com/2023/05/16/may… 2) High dividend payout

A stock was quoting around 50/- a few years back

Since then co. has distributed more than Rs 60 as dividends

Normally, high dividend payout cos. don't do well on capital appreciation wise, but this is up 12x

Details @ katalystwealth.com/2023/05/20/por…

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Was going through the details of a forging company which sounded extremely bullish and guided for 20% growth in FY 24 on the back of energy crisis in Europe

Decided to delve further into forging and machining industry

Here are the details 🧵

(1/n) What is Forging?

Forging is a metalworking process where a piece of metal is shaped by compressive forces, typically using a hammer, dies or a press

It's used to create complex shapes that cannot be made through other methods

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Recently came across 2 listed companies that are primarily into manufacturing Optical fiber cables (OFCs)

Here are some details about OFCs

Will growing demand for ultra-fast 5G create a big opportunity for OFC makers

(1/n) OFCs offer numerous advantages such as increased bandwidth, decreased size, electromagnetic interference immunity, data security

To better understand, we need to know,
- Types of OFCs
- Parts of Fiber Optic System
- How are fiber optic cables deployed at our home

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Let's briefly look at - How do we select stocks for investment?

In this short 🧵, we will look at 3 buckets of opportunities we consider for investment along with examples of stocks and their reports

(1/n) a) Growth stocks at reasonable valuations

1. cos. that have been growing quite consistently across the years

2. focus largely on small and mid cap stocks because in this space it's relatively easier to get good growth opportunities at reasonable valuations

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There's a common saying in the market - Be fearful when others are Greedy and Greedy when others are fearful

It's a market timing statement, but used very loosely

Ever thought, how to quantify Greed and Fear and improve your timing...Let's look at 2 data points 🧵

(1/n) 1st - Google Multibagger data chart

This is 1 data we use to understand which zone the market is in or where it is headed

What is it? – It's a graph from Google trends for search term ‘Multibagger stocks’

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