Thread on Newly listed loss making Unicorns

@RajeevThakkar Sir on the recent FoF meeting at @PPFAS has shared his learning on recently listed IPO's

Key highlights and our Inputs

Thread
🧵👇 Most of loss making IPO, after their debut has shown huge wealth destruction. Investors post correction are now skeptical on how to take these companies in their portfolio.

Whether to hold or average down the share?
Whether to make new investment?
How to Value these Business?

Detailed Company Analysis & Industry Anlaysis we have covered so far.

🧵👇 Detail Company Analysis

1). Black Rose: Specialty Chemical Co. manufacturing Acrylamide & Polyacrylamide.

https://twitter.com/tycoonmindset05/status/1300807519237885952

TCS has recently announced Buyback via Tender Route:

Buyback Size: Rs 18,000cr
Buyback Price: Rs 4,500
Buyback Shares: Rs 4cr
Buyback as a % of Capital: ~1.1%
Last Traded Price: Rs 3,965

Lets dive in on How to make this buyback play successful?
🧵👇 Firstly for those who want to understand the Buyback play in detail, can refer our Mega Thread.

Also go through the last year buyback play of TCS.

https://twitter.com/tycoonmindset05/status/1433060034267680779

Potential Multibagger stocks on the basis of techno funda divided in 3 categories

a. Share Price, Sales & Profit at all time high
b. Sales & Profit ath but not Price
c. Dark horses

Sectors covered

Automobiles
Banks
Bearings
Cables
Capital goods (electric & non electric)

🧵👇 Automobiles

Tata motors (invested)

“How to Pick good & safe companies in Sugar Sector”

Thread 🧵👇 Where We are?

Firstly, Sugar is a cyclical business. Ethanol theme is just a tailwind, the industry has not shifted from cyclical to structural.

Let us understand one thing
"Out of all the investor less than 0.5% of investor actually know where we are at the Sugar Cycle"

Framework on Buyback covered till now.

This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.

{Thread of Threads}
🧵👇 Basic of Buyback

https://twitter.com/tycoonmindset05/status/1432673201675374596

BASICS OF Buyback:

This thread is important for every investor who invest in Equity Market

Topics Covered:
1. What is Buyback?
2. Why buyback is important for every investor?
3. How to invest & participate in Buyback?
4. What not to do to avoid Buyback failure?

🧵👇 What is Buyback?

When a company repurchases its outstanding share from the market it is a case of Buyback.

Buyback reduces the number of shares from the market, and automatically increases the value of remaining shares. However, the cash of the company gets deployed.

Miyamoto Musashi, a legendary samurai, was known for his undefeated streak of 61 duels.

He wrote 21 Timeless Principles named 'Dokkodo' which has inspired millions of people to walk their journey of life with Unwavering Focus.

Thread 👇 1. Accept everything just the way it is.

2. Do not seek pleasure for its own sake.

3. Do not, under any circumstances, depend on a partial feeling.

Eclerx Services Buyback: Understanding whether buyback is favorable or not?

Buyback Price: Rs 3,200
CMP: Rs 2,170
Buyback Amount: Rs 303 cr
Buyback Spread: 42%
Buyback Route: Tender Route
Theoretical Acceptance Ratio: 6%

Thread (🧵👇) Buyback Calculation:

In order to participate in retail category one can apply for less than 90 number of shares.

As per AR 2020, number of shares in hand of retailers is around 22 Lacs (Assuming nos. in conservative manner).

Interesting Facts about Tyre Industry and, where JK Tyre is Positioned.

"Indian tyre Industry poised to grow at early double digit for the coming few year"

Source: From Business Indian Magazine

Do like and retweet to spread knowledge with maximum 🧵👇 India has prominent place in Tyre industry.

Out of top 25 global tyre business, India has 4 prominent players
- Apollo tyre: Ranks 14
- MRF rRanks 15
- JK Tyre Ranks 24
- Ceat Tyre Ranks 25

In India, 41 tyre companies operate in India with 66 tyre plants spread across country.

Roadmap for Ethanol blending In India 2020-25:

Decoding the opportunities in Ethanol Blending in India and how certain sector can benefit out of it.

Retweet for maximum reach to spread knowledge. 🙏🙏

🧵👇 Data-facts:
• 98% of India fuel requirement in road transportation is met through fossil fuel.
• Bio fuels only consist about 2% of use for road transportation.

Sequent scientific concall was today at 9:00 am

" Sequent 2.0 will be changing the company from branded generic animal company to specialty pharma. "

Here are the key highlights 😀 Overview

- This year has been a landmark year for sequent

- The better days are ahead as animal industry

- Globally animal health industry got distinctly got separated.

- Company was partly insulated against the effect of covid

Kiri Industries Ltd conducted there conference call today at 2:00 PM

Here are the key concall highlights.😀 Business Updates:
• Standalone Revenue increased 30%.
• Operating Expense is constantly look, & was down 24% QoQ o last year.
• Gross margin has been back to pre-covid level.
• Co. has been debt free, hence interest cost decreased.

Sugar Industry: Decoding the major trend in Sugar Industry & Understanding the Filters to seize the good companies in this cyclical industry.

Retweet for maximum reach to spread knowledge. 🙏🙏

🧵👇 How Sugar is Made?

- Sugar is mainly made from sugarcane, of which 20% is made from Sugar Beans.
- Depending on variety & sowing time, growing cycle of sugarcane is 1-1.5 years. As the cane grows, it is sent to mills for processing.

Anupam Rasayan India Ltd conducted their conference call today at 4:00 pm.

" Continue to focus on cost efficiency and improving productivity."

Here are the key takeaways 😁😁... Business Report
- This 37 year track record holder in custom synthesis has strong growth during this period.

- With strong client base of about 18 MNC and other 65 clients they have strong demand hold.

- At present the company has 6 manufacturing facilities.

Kajaria Ceramics, conducted their conference call today at 4:00 pm.

Here are the key takeaways 😀 Business Updates:
• Achieved highest ever turnover in Q4, led by higher utilization, land efficiency and industry growth.
• Utilization- 98%
• Volume growth: 34%.
• Bath-ware segment growth: 72%
• April Sales was 75% of target, May company did 35% of target and in June 75%+.

#CenturyPlyboard conducted their today at 3:30 APM.

Here are the key takeaways 😀😊 Business Update:
• Q4 was the best quarter for century in history of co.
• Laminate has shown very good performance with increasing margins.
• Q1 FY22 has been affected due to covid, however things have improved now.
• Strengthen the balance sheet and net debt near to 0.

Mayur Uniquoters Limited, conducted their conference call today at 3:00 pm.

"Focused to grow business margin. "

Here are the key takeaways 😁😁... Business Report
- Business has delivered good growth

- Due to lockdown situation, manufacturers has faces tough issue due to low demand preveilsd in the market.

Cera Sanitaryware Ltd, conducted their today at 10:30 AM.

"Co. expects to double itself after every year"

Here are the key takeaways 😃 Business Updates:
• Macro Outlook and increasing demand drives growth for the company.
• Company has been back to pre covid level growth, and mgmt expect overall demand to exceed supply.
• Working capital has been improved with improvement in receivable days.

Polycab Ltd, conducted their conference call on 7th June 2021.

" Target to attain more then Rs 200 Bn sales by Fy2026 "

Here are the key takeaways 😁😁... Business Report
- Company has generated positive growth this period as well.

- They now command about 20-22% share of organized wires and cables market of India.

- There is a strong momentum around housing wires.

- They still have strong B2B scale-up.

Galaxy surfactants Ltd, conducted their conference call today at 12:00 pm

"Creating a strong digital brand for itself and consolidating to further building upon it."

Here are the key takeaways 😁😁... Business Report
- Company has delivered a strong growth for this year with lockdown situation prevailing in major of their plant areas.

- Persistent partnership made by Companies have helped them to survive such tough times.