When a consumer company advertises only on biz channels and not on GEC and mainstream channels, you should be alert about the management's intentions.
#investing
More from Jiten Parmar
Disc: Invested in sugar only as tactical play.
Sugar Industry Insights (Feb 25, 2020)
— Jiten Parmar (@jitenkparmar) February 25, 2020
Last few years sugar industry has been a beneficiary of government largesse. Sugar cycle turned in 2015. Post that there has been surplus production.
Anjani - 100
Deccan Cem - 40
KCP - 44 (will be lower if value to other biz given)
NCL - 61 (has boards biz too)
Sagar - 59
EV/tonne of the companies in that region.
— Jiten Parmar (@jitenkparmar) July 8, 2020
Anjani Portland - 42
Deccan Cem - 20
KCP - conglomerate (has Vietnam sugar, hotel, engg too) - 43 (on mcap)
NCL - 31 (has boards biz too)
Sagar - 47
No recommendations. Just data.
More from Pump dump
The catalysts are:
◻️ The release of a new summer salad
◻️ The @Wendys Twitter account, which has mastered “meta pragmatic roasting” (which is effective with younger people)
◻️ The fact it literally sells chicken tendies
OP:
Here’s a more fundamentals-driven analysis of Wendy’s
https://t.co/A2k19S9M7J
😂😂😂
\u201cThe name of the company is Wendy\u2019s International $WEN. It is a cutting edge high tech firm out of rural Ohio that is awaiting imminent patent approval on the next generation of summer salads that have both huge military and civilian applications.\u201d pic.twitter.com/qmk4hkKL3N
— u/1ronyman (@1ronyman1) June 8, 2021
Further Wendy’s analysis from @CliffordAsness !!
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