Everytime Punit sir tweets I have to read it thrice.
There is so much knowledge and free research available in every single tweet of his✌🏻👌🏼
The demand for specialty alcohols (ethanol) used in a wide range of consumer & commercial products has risen in global market\U0001f9ec
— Punit (@punitbansal14) August 3, 2021
Image 1: US annual sales of cleaning products ($bn)
Image 2: Industry value chain in Pharma & Agro
Image 3: Speciality alcohol business (8% MS)\U0001f1ee\U0001f1f3 https://t.co/3GyFDONwqA pic.twitter.com/EqheflcWEJ
More from Tar ⚡
250: Electricity in India won't grow
300: It just makes 4paise per trade
350: MBED will erode it's profitablilty
500: Maybe what @itsTarH said about IEX = NSE + Zerodha was right
570: Buys IEX
#JourneyOfAPessimist
Zerodha + NSE = IEX \U0001f4a1\u26a1\ufe0f
— Tar \u26a1 (@itsTarH) June 20, 2021
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