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“Invest in what you know”– Peter Lynch... iOS Engineer 👨‍💻 🇮🇳 
28 Jun
#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 👌🏻🤟🏻💯
Unseen Trends in Biotechnology by Mr. Sajal Kapoor
Read 19 tweets
26 Jun
#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. Image
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.
2. We have initiated multiple expansion and capability-building initiatives. The phase-III expansion of the Hyderabad laboratory is ongoing and will offer capacity for an additional 300 scientists.
Read 7 tweets
26 Jun

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.
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
Capacity :

Pithampur 60000
Thailand 40000 ( expanding 60000)
Chennai 60000 ( setting up new )


Promoters 65%
Public 35%
Read 10 tweets
24 Jun
80% - 90% of Content ever recorded by the legendary singers, ghazals artists and music directors belongs to Saregama.

#saregama ImageImage
"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
This trend is expected to continue for a long time, and Saregama has aligned its content strategy to ride on this digital wave." and Saregama said it has consistently increased the monetisation of its IP (music, films, TV serials) over the last 13 quarters.
Read 9 tweets