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

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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

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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

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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.

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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

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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)

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 🧵

(1/n) 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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There are quite a few listed Basmati Rice cos. - LT Foods, KRBL, CLSE

Past 2 years have been excellent for basmati rice exporters, with GOI decisions helping them achieve good realizations

Basmati exports were at all time high in FY 24...some details on Basmati rice 🧵

(1/n) Paddy, mainly a Kharif crop in India, requires ample water and is typically sown before the monsoon

# Kharif Crops-sowing time (June-July)
Harvesting time (Nov-Dec)

# Rabi Crops- owing time (June-July)
Harvesting time (Nov-Dec)

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

Last 2 yrs were bad for industry with pricing challenges and excess supply from China

Many stocks are down 50% from highs...have they bottomed out

Some industry details👇

(1/n) Agrochemicals are chemical substance 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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Growing power demand in India bodes well for listed Wire and Cable industry players

As per GOI data, electricity demand increased more than 1.5x between 2013-14 and 2022-23, while peak demand grew by 78% +

Here's a small 🧵on Indian Wire & Cable Industry

(1/n) What is Wire and Cable?

A wire is a metallic conductor, mainly made of copper, that is used for conducting electricity

A cable is a group of wires that are bonded and twisted together for the transmission of electrical or optical signals

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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

(1/n)
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

(1/n)

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

(2/n)

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

(2/n)

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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