#Praj thread Praj is not just an Ethanol Play. Found this bit to be the best, creating mind map of optionalities requires in-depth understanding and use of knowledge from multiple domains... @ishmohit1 @soicfinance @unseenvalue 👌🏻🤟🏻💯

Pharma 🧬💊⭕️ thread

https://twitter.com/sakir_saiyed_/status/1409210082030538757

https://twitter.com/sakir_saiyed_/status/1406535421861847045

#syngene 🧬 #2021 #annualreport

https://twitter.com/sakir_saiyed_/status/1408762195312214017

#LaurusLab 🧬⭕️ thread

#IEX thread #iex

https://twitter.com/ajitsuryak/status/1365604476392931328

#Syngene 🧬 Way Forward:

The year ahead offers positive prospects reflecting the strong fundamentals of the global biopharmaceutical industry against a backdrop of potential further disruption due to the second wave of the pandemic.

https://twitter.com/sakir_saiyed_/status/1408757890156883974

1. The extension of our strategic collaboration with Bristol Myers Squibb until 2030 will provide scope for new areas of R&D within that relationship.

My core portfolio and business tracking thread...

Growth

#laurus
#deepaknitrite

Compounder

#astral
#polycab

Financial

#hdfcbank
#hdfclife
#hdfc
#idfcfirstbank
#sbicard
#bajajfinance
#muthootfinance

FMCG & Consumer/Discretionary

#tataconsumer
#hul IT Service oriented

#tcs
#hcl
#infy
#happiestminds

IT software & product oriented

#tanla
#intellect
#subex
#tataelxsi

Pharma

#divis
#syngene
#sequent
#neuland
#laurus
#jbchemical

Chemical

#pidilite
#alkylamines
#navinfluorine

Niche

#rajratan
#saregama

#RAJRATAN

Rajratan is the second-largest bead wire manufacturer in Asia (excluding China) and claims to be the largest manufacturer in India. The company which claims to have 20% market share in Thailand has widened its customer base in the USA, Europe and Sri Lanka.

https://twitter.com/saketreddy/status/1408695977221910531

Investing 250 crore for capacity expansion in the next three years.

The company has two manufacturing facilities:

1. Pithampur (Madhya Pradesh, India)
2. Ratchaburi in Thailand.

It is setting up a new 3rd plant in Chennai and expanding the capacity of the plant in Thailand

80% - 90% of Content ever recorded by the legendary singers, ghazals artists and music directors belongs to Saregama.

#saregama

https://twitter.com/sakir_saiyed_/status/1408103885407875074

"Digitisation and low cost of data in India remain the primary growth drivers of content consumption. This is further fuelled by the increase in smartphones, the rising popularity of OTT and social media apps," #saregama