Authors Tar ⚡
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China becomes a net importer of Aluminium
Crackdown on factories in China driven by political rulings to curb emissions
Nalco delivers the highest grossing quarter ever
2+2 = 20 https://t.co/paEk76EaGT
https://t.co/eabqmzuU2v
VP Thread on
Nalco's earnings have very high sensitivity to aluminum price. In fact, it’s earnings double for every US$400/t increase in aluminum
Aluminum Prices just ~14% away from their ATH of 3000+ USD/T
Crackdown on factories in China driven by political rulings to curb emissions
Nalco delivers the highest grossing quarter ever
2+2 = 20 https://t.co/paEk76EaGT
Common theme coming out of China is
— Tar \u26a1 (@itsTarH) August 31, 2021
1\u20e3 Govt wants to focus on general prosperity than just prosperity of a few
2\u20e3 Large focus on limiting emissions
3\u20e3 Willing to lose market share and global dominance in some categories to achieve the above
Bodes well for some sectors in India.
https://t.co/eabqmzuU2v
Aluminum prices have risen almost 40% this year on the LME. https://t.co/yWD0I1yECY pic.twitter.com/IhaJD53mmX
— Lisa Abramowicz (@lisaabramowicz1) August 31, 2021
VP Thread on
Nalco's earnings have very high sensitivity to aluminum price. In fact, it’s earnings double for every US$400/t increase in aluminum
Aluminum Prices just ~14% away from their ATH of 3000+ USD/T
Keep an eye on #SequentScientific
Already broken it's support at 200 today, can fall more on this event. https://t.co/jwqUwbUOXE
Already broken it's support at 200 today, can fall more on this event. https://t.co/jwqUwbUOXE
BREAKING: The Turkish lira falls to a record low after the central bank cut its interest rate for a second meeting in a row https://t.co/Sf4rfoo7Cz pic.twitter.com/2YM1Sh5DIU
— Bloomberg (@business) October 21, 2021
Bought #IBREALEST at 142
4% of PF
Will add more if it dips
What Jeevan sir means by 'HUL of Real Estate' is that #IBREALEST will be present across all sectors of Real Estate from commerical, residential etc
Blackstone is a leader in housing across the world
Turnaround candidate
Not a recommendation, please do your own due diligence. I am not a financial advisor and not SEBI Registered.
4% of PF
Will add more if it dips
What Jeevan sir means by 'HUL of Real Estate' is that #IBREALEST will be present across all sectors of Real Estate from commerical, residential etc
Blackstone is a leader in housing across the world
Turnaround candidate
Many buy reports in real estate stocks. #IBullreal remains top pick in the sector. This will be Hindustan Lever of real estate...
— jeevan patwa (@jeevanpatwa) August 2, 2021
Not a recommendation, please do your own due diligence. I am not a financial advisor and not SEBI Registered.