A relative of mine came to me to look for best #FixedDeposit option available today, and that got me thinking that there should be a #Stock which can fulfill this purpose, and voila i got 1 #SJVN, so here is a thread, why at current levels it is a FD. @VPaldiwal#SJVN is the principal business activity #Electricity#generation of the company. The company is also engaged in the business of providing consultancy. Both of these segments are not affected due to #COVID19
Jagran Prakashan is engaged primarily in printing and publication of #Newspapers and #Magazines in India.
The other activities of the company comprise outdoor advertising business, event management and activation services and digital business.
Company’s revenue comes from #Print, #Radio, #Outdoor and #Digital. Outdoor was 7% revenue so we can write that off in current conditions.
They have a healthy 21% market share in #Radio Broadcasting.
Jul 6, 2020 • 19 tweets • 10 min read
#Shree Pushkar Chemicals & Fertilizers
Shree Pushkar #Chemicals & #Fertilizers Ltd is engaged in the business of manufacturing and trading of chemicals, #dyes and dyes intermediate, cattle feeds, fertilizers and soil conditioner.
Let’s have a look at the company’s business as well how well they have diversified. They have a well diversified business which is growing on all fronts.
Jun 30, 2020 • 16 tweets • 5 min read
Rajratan Global Wire along with its subsidiary,Rajratan Thai Wire Co. Ltd., is engaged in the business of manufacturing and sale of Tyre Bead Wire. The Company is one of the fastest growing bead wire manufacturers in the world, only manufacturer in Thailand
The company has a market cap of 220Cr. The company has a market share of 35% for tyre bead wire in India and a market share of 20% in Thailand. 84% of the revenue comes from Tyre bead wire, 13% from High carbon steel wire. 70% revenue comes from India 30% from exports.
Jun 15, 2020 • 12 tweets • 5 min read
#SiyaramSilkMills. 1. Siyaram Silk Mills is engaged in the business of Fabrics, Readymade Garments. It has a 5% branded fabrics market share. With revenue mix as 74% fabrics, 23% Garments. India comprises of 91.5% of revenue and the rest is from exports.
2. Brands owned by Siyram's are #J.Hampstead #Oxemberg#RoyalLinen#Siyarams#Unicode & #Cadini. They have well-known brands, diversified product line, strong distribution network, and presence across the textile value chain.
Jun 9, 2020 • 7 tweets • 2 min read
#TamilNadu Petro Products.. 1. Company is primarily engaged in the manufacturing and sale of petrochemical products Linear Alkyl Benzene (LAB), Caustic Soda, Chlorine and its derivatives... 2. 80% of revenue comes from LAB which is used in washing powder and cleaning products
3. Improvement in demand for these cleaning products is visible going ahead. 4. LAB is a commodity chemical where supply demand is currently at par but keep an eye on import policies.. 5. Company has stabilized margins and they have shut their loss making unit