Alpha Ideas 20-20 Meet - 2024 Edition

Thread 🧵

No Reco. 1. Danesh Mistry - Indostar Capital
2. Prajesh Maroo - Hawkins India
3. Pritesh Vora - NSE India (Unlisted)
4. Anshul Saigal - Cantabil Retail
5. Jatin Khemani - JM Financial
6. Jiten Parmar - HIL Limited
7. Tushar Bohra - Greaves Cotton

Apple's ₹67,000 Crore India Success: The Untold Story Behind the Numbers

Thread 🧵 While headlines scream about Apple’s record-breaking ₹67,000 crore revenue in India, there’s a quieter yet more significant story unfolding in the background. Nearly 70% of iPhones sold in India are purchased on EMI.

Union Ministry of Railways has been allocated ₹2.55 lakh crore for the financial year 2024-25, up by 5.8% from last year's allocation of ₹2.41 lakh crore

Here are the list of Railway Stocks which are focus

A big Thread 🧵

Retweet this post for the benefit of all investors. RAILWAY COACHES & WAGONS

1. Jupiter Wagons Ltd
2. Titagarh Rail Systems Ltd
3. Texmaco Rail & Engineering Ltd

Listed Indian auto parts comapanies suppliers to Tesla -

Thread🧵 - SKF India: It supplies deep groove ball bearings and ceramic bearings.
- Sundram Fasteners: It supplies gear transmission and radiator caps.
- Suprajit Engineering: It supplies light duty cable since 2022.

Special Situation in Tata Chemicals!

Thread 🧵 There's an interesting development at Tata Chemicals.

Tata Sons, the holding company of all Tata companies, is required by the RBI to list by September 2025.

Why Ganesh Benzoplast is the share to Hold for 2-3 Yrs. It will Rocket in the same way as Swan Energy has done.

Thread 🧵 About Company-leading Liquid Storage Tank (LST) provider, specialized in the storage and handling of liquid chemicals and oil products and has storage terminals at JNPT (Navi Mumbai), Cochin and Goa.

Thomas Cook (India) -

All growth engines firing up

A thread on a company that can grow the EPS at 25% CAGR, possibility of Margins expansion ahead!

Let's take a look.

Thread 🧵 Company Background -
Incorporated in the late 70s, Thomas Cook (India) Ltd (TCIL) is a
Travel and Related Service provider. It also provides other services such as foreign exchange, insurance and passport/visa processing. It
is spread across five continents and 28 countries.

JP Power could be interesting penny stock ahead.

Trading at ₹11 with book price of ₹15.2 per share.

Interesting developments ahead.

Penny Stock alert 🔔

Re-post for maximum reach.👍

Thread 🧵 JP Power having potential to generate substantial cash. With a book value of Rs 15.2 and a current market price of Rs 11, the company has a market capitalization of Rs 7000 crores.

Analyzing Recent Developments: SEPC and Mark AB

A Stock that went up 65% in a month - SEPC

Thread 🧵 Intriguing developments are unfolding in the world of Shriram EPC (SEPC), a company with a market capitalization of 3,000 Cr. While the situation may seem complex, let's break it down

Let's take a deep dive into India's leading Highway Maintenance Company.

A company with 30% to 35% market share in Highway Maintenance.

Proxy play for Indian Infrastructure Growth.

Markolines Payment Technologies Ltd.

A Business Thread 🧵 Markolines at a glance

- Only Company in India with a Technology Centre for pavement preservation
- PAN India presence
- Only Company in India providing a complete spectrum of service in Highway Maintenance

A company which having Market Capital around ₹350 cr. having potential to reach 500 to 600cr.

An Entertainment Stock - Cineline

Let's take Business Check - Thread 🧵 Exciting developments are on the horizon for #Cineline in 2023! 🚀 With a current market capitalization of Rs 350 crore, this company is primed for expansion, with a target of reaching Rs 500 to 600 crore by FY 2024.

Let's look at the company which is trading at 12x PE, Debt Free with constantly maintaining 25% EBITDA Margins.

And guiding for the same EBITDA Margins with 25% + around revenue growth.

EMS Limited

Business Check - Thread 🧵 EMS Limited is a multi-disciplinary EPC company, headquartered in Delhi that specializes in providing turnkey services in water and wastewater collection, treatment and disposal. EMS provides complete,

All E Technologies Ltd | SME Stock| ₹ 164/-

Market Cap. - 331 Cr with Cash on Balance sheet around 100 Cr.

The company is confident with a growth of +25% in the coming years

Business Check - Thread All E Technologies Ltd. (AETL) specializes in using Microsoft Business Applications and Digital Transformation to help businesses. They do this by setting up systems that connect different parts of a company, like ERP, CRM, Collaboration Portals, and Mobile Apps.

We use the free Paytm app to send money, pay bills, and shop at kirana outlets.

But how did it manage to earn Rs. 2,000 crores in the last three months (Q3 FY23)?

Paytm revenue model demystified, (8 Source of Revenues)

Let's Deep dive -

Thread 🧵 From the kirana outlets/companies:

(1) By disbursing loans to companies: Paytm offers loans to owners of small businesses like Kirana stores. These loans have interest rates that range from 12 to 16%.

Have you ever thought about how real estate companies book their revenues and how that translates into profit and loss statements?

We discovered that the profitability and sales numbers are different!

#LearningwithIT

Let's take a look!

Thread 🧵 Imagine that you are a real estate developer who has just completed the construction of a residential building.

@zomato used Adjusted EBITDA word 22 times in Q3 FY23 results ?

Confused right?

Let's take a deep dive.

What is Adjusted EBITDA?

Thread 🧵

#zomato #AdjustedEBITDA To understand Adjusted EBITDA let's understand EBITDA first...

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is a commonly used metric in financial reporting.

Toyota is widely recognized as a leader in supply chain management and has been at the forefront of several key innovations in this field.

Here are some ways that Toyota has improved its supply chain:

#internalaudit

Thread 🧵 - Just-In-Time (JIT) Inventory Management: Toyota developed the JIT philosophy, which emphasizes the efficient use of resources by only producing what is needed, when it is needed.

Son (To dad): I want to invest Rs 10,000 every month in Mutual Funds through two SIPs of Rs 5000 each.

Dad: Why two funds?

Son: As Warren Buffet says ‘Never put all your eggs in one basket.’

Dad: That is true, but he said this in some other context. Here, ‘basket’ means Gold, Real Estate, Equity and Bonds. Tell me about your plans for buying that 3 bedroom flat.

Son: My salary is Rs 1,00,000. The total cost of my flat is Rs 75 lakhs.

Historical gold rate trend in India

Thread 🧵

The below data represents the historical movement of gold prices in India.

This contains the average annual price for gold from 1964 – present Year - Price (24 karat per 10 grams)

1964 Rs.63.25
1965 Rs.71.75
1966 Rs.83.75
1967 Rs.102.50
1968 Rs.162.00
1969 Rs.176.00
1970 Rs.184.00
1971 Rs.193.00
1972 Rs.202.00
1973 Rs.278.50
1974 Rs.506.00
1975 Rs.540.00
1976 Rs.432.00
1977 Rs.486.00
1978 Rs.685.00
1979 Rs.937.00

Income inequality in India

We know that -- India is one the fastest growing economy in thw world.

But do you know who in India is reaping the benefits of such growth?

The already rich. Let's take a look 👇

#ithread 1. India is the second most unequal country in the world after Russia.

The top 1% own 58% of the wealth today.

During British time, top 1% owned 20%.

You are hungry and you walk into a McD and you see the Menu (Burger for ₹
60/-Burger and Coke for ₹ 80/- Burger+Coke+Fries for ₹ 99/-)

Which one would you choose? 👇 - Most likely the third option, that is rational right?
- We humans think we are more rational than we actually are.
- Well,truth is not so much. The second option is basically there to subtly shift your preference from just the
burger towards the burger and fries. It’s a decoy