BC SCREENERS
Saved by @SAnngeri

2021 is coming to an end.

Here's a list of 45 threads we wrote this year discussing multiple companies & Industries ๐Ÿ‘‡

Do let us know of the topics you want the thread to be written on next

More from JST Investments

JST Investments
JST Investments
@JstInvestments
Sterlite Tech: Stable (Low Base)

๐Ÿ—ผRev up 49% YoY, 18% EBITDA margin, Pat of 116cr (vs 6cr)
๐Ÿ—ผ Order book at 11.2Kcr
๐Ÿ—ผ Successful field trials for programmable FTTx
๐Ÿ—ผ New R&D facility in ๐Ÿ‡ฌ๐Ÿ‡ง & Optical Fiber cable facility in ๐Ÿ‡บ๐Ÿ‡ธ committed to

#Q1withJST #Telecom


Acquisition of Clearcomm: a ๐Ÿ‡ฌ๐Ÿ‡ง based network integration co.

๐Ÿ—ผ At less than 0.8 times Price/Sales, growth of 25% cagr in the last 3yrs
๐Ÿ—ผ Capitalise the fiberization wave in ๐Ÿ‡ฌ๐Ÿ‡ง
๐Ÿ—ผHas customer relationships with tier 1 telcos.
STERLITE TECH
JST Investments
JST Investments
@JstInvestments
Real Estate Investment Trusts (REITs) Simplified.

A product that provides a fixed income that is better than FD +an upside like equity.

A Thread ๐Ÿงต๐Ÿ‘‡

1/ REITs are a vehicle to invest in income-producing real estate properties, managed by professionals.


2/ In India, we have REITs primarily focused on commercial real estate properties having 7-9% rental yields.

In listed REITs, Most of the completed properties are pre-leased to big companies.

Why no residential? As yields of 1-3% make them unattractive to investors.

3/ How do you get the benefit of such yield?

REITs have to distribute at least 90% of their taxable income to their shareholders.

All 3 listed REITs trade at 6-7% dividend yield (which is also tax-free)

4/ Moreover, 80% of REITs total value must come from completed & income-generating properties + it must avoid speculative land acquisitions.

What about debt then? There's a restriction there too.
Not more than 49% of the total equity.
REITS , ALL , REIT
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JST Investments
JST Investments
@JstInvestments
Sequent is down 60% from its highs. Let's understand how their business is faring (by @AnishA_Moonka )

A thread ๐Ÿงต๐Ÿ‘‡

1/ How do businesses happen? Do they just crop up the day when an entrepreneur thinks of it? Do they become bigger as the stock reaches new highs?

I guess, No. It takes time, It takes labor. Again, Will the ascension be smooth? Never.

The journey of Sequent in the last 5 yrs:


2/ Pre-FY15: Sequent was merely a commodity high volume low-value API player

Due to this intrapreneur's (Mr. Manish Gupta) efforts that we see Sequent as the only USFDA approved generic animal player from ๐Ÿ‡ฎ๐Ÿ‡ณ

Behind the deals of Strides Agila plant & the Australian business.


3/ The transformation speaks volumes of how such a businessman thinks.

In 6yrs of existence, he has taken the unknown co. to be among the Top 20 in the world.

Now, he is taking a long shot to enter the Top 10 over the next decade (aka. Sequent 2.0); A tall task.

4/ If he is dreaming big & has executed in the past with industry tailwinds; the common question is why is the stock down by so much?

Probabilities: Investors went from a high probability of success to a low in months as multiple obstacles (short term?) hit the co.
SEQUENTINFO
JST Investments
JST Investments
@JstInvestments
A Thread of our threads on the Business Analysis of specific companies ๐Ÿงต๐Ÿ‘‡

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


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


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


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
JST COMPANY ANALYSIS
JST Investments
JST Investments
@JstInvestments
Automotive Ancillaries Business Model ๐ŸŽ๏ธ (RT if beneficial)

A Thread ๐Ÿงต๐Ÿ‘‡


1/ What is an Auto Ancillary?

Well, a modern car requires 10s of thousands of parts; the OEMs that produce these cars don't make most of the components in-house. That's where auto ancillaries come into the shot.

From Seats to locks to braking systems, we have them all.


2/ Sounds simple, right?

Not really, the supply chain management one has to deal with as an OEM is extraordinarily complex.

The technical know-how required in every part of the chain is unique; leading to focused players with high market share.


3/ Auto Ancillaries with 20%+ market share in India or 5%+ market share Globally (Src: @Tijori1)

See, normally market share consolidation is common with time; Why is it so?


4/ High capital requirements: What makes this a moat is also why this biz is gruesome.

You as an ancillary, do the development today, you put the capacity today (~take multiple years); then wait on the hope that OEMs are able to sell vehicles. Now, Imagine a recession.
ALL

More from Screeners

Learn to Trade
Learn to Trade
@learntotrade365
VWAP for intraday Trading Part -2

A small thread.

PART 1 - https://t.co/ooxepHpYKL

Traders show your support by like & retweet to benefit all

@Mitesh_Engr @ITRADE191 @ProdigalTrader @nakulvibhor @RajarshitaS @Puretechnicals9 @AnandableAnand @Anshi_________ @ca_mehtaravi


Chart 1


Chart 2


Chart 3


Chart 4
SCREENERS , VWAP , ALL
Aditya Todmal
Aditya Todmal
@AdityaTodmal
TradingView isn't just charts

It's much more powerful than you think

9 things TradingView can do, you'll wish you knew yesterday: ๐Ÿงต

Collaborated with @niki_poojary

1/ Free Multi Timeframe Analysis

Step 1. Download Vivaldi Browser

Step 2. Login to trading view

Step 3. Open bank nifty chart in 4 separate windows

Step 4. Click on the first tab and shift + click by mouse on the last tab.

Step 5. Select "Tile all 4 tabs"


What happens is you get 4 charts joint on one screen.

Refer to the attached picture.

The best part about this is this is absolutely free to do.

Also, do note:

I do not have the paid version of trading view.


2/ Free Multiple Watchlists

Go through this informative thread where @sarosijghosh teaches you how to create multiple free watchlists in the free


3/ Free Segregation into different headers/sectors

You can create multiple sections sector-wise for free.

1. Long tap on any index/stock and click on "Add section above."
2. Secgregate the stocks/indices based on where they belong.

Kinda like how I did in the picture below.
SCREENERS , ALL , TRADINGVIEW
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Stock Market Scientist\u2122
Stock Market Scientist...
@MarketScientist
Hello Friends ๐Ÿค—

Here is my filter to identify short term breakout in #stocks

Save it & Make a part of your trading tool
SCREENERS , ALL
Techno Prince
Techno Prince
@Trader_souradep
#DollarIndex played a major role in the fall of crude in last 2 months , as #Dxy retraced a little , #Brent is galloping towards 110 , if Dxy sustains below 105 & move towards 130 , #Brent may retest 120+ levels
#Bidenflation #OOTT
SCREENERS
Richard Moglen \U0001f981
Richard Moglen ๐Ÿฆ...
@RichardMoglen
Technical Green Flags

Gap up after Earnings
Relative Strength vs the market
Higher Highs, lows
Retaking MAs
Respect for logical support
Stage 2 Uptrend
Breakouts through resistance on HV
Pocket Pivots
Strong DCRs
Orderly price action
Near or at ATHs
Weekly Vol Spikes

What else?
SCREENERS

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์‹ ๋…์˜์‚ฌ๋‚˜์ด...
@Belposto_korea
What does Gold- Backed mean?
The Chinese Elders have been accumulating gold for hundreds of years. They are gold-rich. Some of their gold was loaned to the Central Banking System so that it could fund the rebuilding of Europe after the many war-torn years from World Wars I and II

BTW they never returned it but used it to start their financial empire to enslave humanity. This is the Central Bank Banking System./2

Maybe this is why one of the conditions to use their gold for the QFS is the demise and full disclosure of the Central Bank banking system before the RV can take place./3

The Elders have caves of hidden gold and are now using it to gold-back the currencies in the QFS for every country in the world. It is important to understand that the QFS and the money it is about to release is all brand-new currency./4

It was designed by the Alliance to fund the new financial system that will reset all Currencies of the world to Gold-Backed currency./5
SOCIETY
Hermann Peterscheck
Hermann Peterscheck
@petershk
For fun I made a Robinhood account. It took me 5 minutes to sign up, get approved and transfer funds for trading...

Here's some details... Read on.

...it took me another 5 minutes to get qualified for options.

If I share a sign up I get "free shares" and I can share as much as I want up to 500$ worth.

The main UI has a prepopulated "list" of stocks/crypto to watch and links to news.


Clicking a stock opens a "trade" button that looks like this.

Notice options is first, buy second.

Options took me to an approval process (which took about a minute) and now away I go trading Baba options.


Buying stock looks like this. It emphasizes fractional shares.
TRADING
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Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
THE UNTOLD TALE OF THE LESSER KNOWN WARRIORS:JOGRAJ GURJAR & RAMPYARI GURJAR AND HOW DID THEY DEFEAT THE CRUELEST ISLAMIC INVADER, TIMUR LANG.

Timur Lang, was the founder of Timurid Empire. He was born in April 1336 CE, somewhere in central asia.


During his reign, he conquered Persia, Egypt, Central Asia and emerged as the most powerful and heinous ruler. He was a religious fanatic like the rest of the Islamic invaders who tried to invade India.

Timur Lang decided to invade India in 1398 as he heard about India's splendid wealth and had a desire to conquer India which his ancestor Genghis Khan couldn't do.


After Firoz Shah's demise in1388, Delhi Sultanate was in a state of political turmoil.During this time, Timur sent his grandson Pir Mohammad to attack Indian front. He invaded Multan&was able to defeat Iqbal Khan's brother but when he met with resistance,he asked help from Timur.


Iqbal Khan secured his hold on Delhi under Muhammad Tughluq after Firoz Shah died.
Timur provided the required back-up to his grandson with 100000 men approx. Timur sacked and plundered all the cities coming in his way &later in October 1398 reunited with his grandson.
ALL
History Of Rajputana
History Of Rajputana
@KshatriyaItihas
**Thread on Bravery of Sikhs**
(I am forced to do this due to continuous hounding of Sikh Extremists since yesterday)

Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI


Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.


The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.


In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.
HISTORY
Noah Smith
Noah Smith
@Noahpinion
1/OK, data mystery time.

This New York Times feature shows China with a Gini Index of less than 30, which would make it more equal than Canada, France, or the Netherlands. https://t.co/g3Sv6DZTDE

That's weird. Income inequality in China is legendary.

Let's check this number.

2/The New York Times cites the World Bank's recent report, "Fair Progress? Economic Mobility across Generations Around the World".

The report is available here:

3/The World Bank report has a graph in which it appears to show the same value for China's Gini - under 0.3.

The graph cites the World Development Indicators as its source for the income inequality data.


4/The World Development Indicators are available at the World Bank's website.

Here's the Gini index: https://t.co/MvylQzpX6A

It looks as if the latest estimate for China's Gini is 42.2.

That estimate is from 2012.

5/A Gini of 42.2 would put China in the same neighborhood as the U.S., whose Gini was estimated at 41 in 2013.

I can't find the <30 number anywhere. The only other estimate in the tables for China is from 2008, when it was estimated at 42.8.
SOCIETY