2021 is coming to an end.
Here's a list of 45 threads we wrote this year discussing multiple companies & Industries 👇
Do let us know of the topics you want the thread to be written on next
More from JST Investments
RT if this adds value to your investing journey.

1/ Chemcon: A specialty chemical company that is a globally dominant player in its molecules, most of which go into the Pharmaceutical industry & have a high criticality attached to
Chemcon Speciality Chemicals: Business Analysis \U0001f9ec
— JST Investments (@JstInvestments) March 15, 2022
A Thread on this Import substitution play \U0001f9f5\U0001f447(RT if beneficial) pic.twitter.com/YU7aoQ8ibC
2/ Aegis Logistics: An oil & gas logistics company, with a stronghold on the LPG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight to grow much larger is on, short-term demand problems
Aegis Logistics business analysis \u26fd\ufe0f (RT if beneficial)
— JST Investments (@JstInvestments) March 4, 2022
A PSU to Private play.
A Thread \U0001f9f5\U0001f447
3/ Varroc Engineering: An auto ancillary company that has propelled down under its own enterprising projects fueled by a ton of debt. Will the fortunes ever illuminate for this significant participant of the global automobile
Varroc Engineering: Business Analysis \U0001fa94
— JST Investments (@JstInvestments) December 22, 2021
2nd largest Indian auto ancillary company.
Hit the 'retweet' for max reach
A Thread \U0001f9f5\U0001f447 pic.twitter.com/Es86oTDoek
4/ Jubilant Ingrevia: A specialty chemical company that has redefined backward integration as it begins from the basic chemicals to achieving complex vitamins & many more. Their fight to outgrow commoditized parts of the business goes
Jubilant Ingrevia Business Analysis \U0001f331
— JST Investments (@JstInvestments) March 10, 2022
Ingrevia = \u201cIngre\u201d denoting Ingredients & \u201cvie\u201d in French meaning Life, ie. Ingredients for Life
A Thread \U0001f9f5\U0001f447 (RT if beneficial) pic.twitter.com/QmKpr9HFI7
🧪 Lowered interest rates
🧪 Pharma: Growth in generics as well as CDMO
🧪 Crop Protection: Scaleup of a fungicide for a Japanese CDMO client
🧪 Healthy pipeline of new products: Supported by new capacities; Investing in Animal Health & Biocides verticals https://t.co/D70j9oriCa

Hikal: Strong
— JST Investments (@JstInvestments) August 5, 2021
\U0001f9ea Rev up 27% YoY
\U0001f9ea 22% EBITDA margin
\U0001f9ea Pat of 50crs
\U0001f9ea Growth across both pharmaceuticals & crop protection.#Q1withJST #Pharma pic.twitter.com/8lFo68KzPe
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I'll begin with the ancient history ... and it goes way back. Because modern humans - and before that, the ancestors of humans - almost certainly originated in Ethiopia. 🇪🇹 (sub-thread):
The famous \u201cLucy\u201d, an early ancestor of modern humans (Australopithecus) that lived 3.2 million years ago, and was discovered in 1974 in Ethiopia, displayed in the national museum in Addis Ababa \U0001f1ea\U0001f1f9 pic.twitter.com/N3oWqk1SW2
— Patrick Chovanec (@prchovanec) November 9, 2018
The first likely historical reference to Ethiopia is ancient Egyptian records of trade expeditions to the "Land of Punt" in search of gold, ebony, ivory, incense, and wild animals, starting in c 2500 BC 🇪🇹

Ethiopians themselves believe that the Queen of Sheba, who visited Israel's King Solomon in the Bible (c 950 BC), came from Ethiopia (not Yemen, as others believe). Here she is meeting Solomon in a stain-glassed window in Addis Ababa's Holy Trinity Church. 🇪🇹

References to the Queen of Sheba are everywhere in Ethiopia. The national airline's frequent flier miles are even called "ShebaMiles". 🇪🇹
