Shuchi Nahar's Weekend Blog! : Ethanol - Demand, Market Size, Opportunities & New Government Policies https://t.co/ehAP1CNsiM
#ethanol #fermentation #chemical

After Burger, Pizza, Biryani, Barbeque

🍔 🍕 🥘 🫕

Its time for Shrimps!! 🍤🍤🍤

Aquaculture stocks come in focus

Time for a thread 🧵🧵🧵

#StockMarket #StocksToWatch

Retweet for more benefit for the investors will be appreciated.

Triggers
🍤Shrimp feed has seen a good global demand
🍤Exports are expected to be better
🍤Rise in shrimp prices due to foreign demand
🍤Market share gains expected for larger players

Triggers
🍤More sporting events, Dubai expo 2020, opening of Europe remain key monitorables
🍤Rates for the tax refund scheme for exporters -- Remission of Duties and Taxes on Exported Products (RoDTEP) -- are expected to be announced in coming weeks. For shrimp exporters.

Avanti Feeds
🍤During FY21 the Company has maintained its
market share of 45% to 48%
🍤Stable market gate prices
🍤All ears on July 3 analyst meet at 4pm
🍤Biggest aquaculture stock in terms of market cap
🍤Certain consignments have been called back from US recently

Apex Frozen Foods
🍤Navodya Enterprises has bought 2 lakh equity shares on July 1
🍤Unit II to start production soon
🍤Value added ready to eat products seeing good reception
🍤Easing of transportation has aided volume growth for Q4FY21

A basic premier on the banking sector, demystifying commonly used terms,
CASA
Wholesale Banking
Net Interest Income (NII)
Cost of Liability
Advances Growth
Gross v/s Net NPA
Provisions
SLR/CRR
Capital Adequacy Ratio
Net Interest Margin (NIM)

Do hit the 're-tweet' (1/n)

Banking, as a business is simple to understand, you borrow money (liability for the bank as the bank needs to pay back) and lend (asset for the bank as the bank is expected to receive it bank), the difference between the borrowings & lending is banks income (2/n)

Where all can they borrow from?

(a) Savings Account (SA)
(b) Current Account (CA)
(c) Fixed Deposit (FD)
(d) Recurring Deposit (RD)
(e) Certificate of Deposits (CD)
(f) Bonds etc. (3/n)

Whom do they lend?
(a) Retail - Housing loan, auto loan, personal loan etc.
(b) Wholesale (Institutional Lending) – Commercial Papers (CP) & other Corporate Loans

P.S. – “HDFC Bank is now increasing focus on wholesale lending”, hope you now understand what that means (4/n)

How does the bank profit?

So lets say the average borrowing cost of the bank (also know as the cost of liabilities) is 4.54% & average lending cost is 8.54%, the difference 8.54% - 4.54% = 4% is called the Net Interest Income (NII). HDFC Banks Cost of Liability is 4.54% (5/n)

In a business where the buying & selling price is fixed by the government, how is that the sugar stocks are rallying so much?

A thread 🧵 to learn how the sugar sector works. Do re-tweet and hence us educate more investors (1/n)

- Sugar is made out of Sugarcane
- The government fixes buying price (FRP – Fair & Remunerative price) for the mill from the farmers at 2.850/Kg
- Selling price is also fixed at Rs. 31/Kg (MSP – Minimum selling price) (2/n)

Lets understand the sector,

- Sugarcane purchased by the mill is crushed to remove the juice (exactly like you have sugarcane juice at a hotel)
- Juice is heated & boiled to remove sugar (3/n)

- The juice can be boiled upto 3 times to remove sugar. Each time it is boiled, sugar is removed, than some water is added and boiled again to remove more sugar (4/n)

- There are 2 by-products as well. The residue left behind after the boiling process is over is like a gum/paste called molasses & the fiber/stem of the sugarcane after juice is extracted (5/n)

For almost seven years, I have tracked the hotels space very closely.

While everyone wants to jump on the 'unlock trade' bandwagon, I do not feel it's a great idea because the business model in itself is a little flawed.

Here's a thread 👇 (1/n)

Let's first start with the industry overview.
The whole industry works on one and one thing only. Revenues. (Let's call this A)

Are you capable of charging higher Revenues from your customers on a regular basis?

Are you able to maintain your Revenues if not increase them? (2/n)

Why is this relevant?
Well, think of a regular business selling goods / services.
Typically, when you're not able to sell something, you keep it for the next day or hold it in your 'inventory'.
Typically you have a certain level of demand estimation before you manufacture(3/n)

Whether you manufacture a product or sell a service, you do a certain degree of demand planning.

In the context of hotels, this would be based on the location, the demand of tourist arrivals and accordingly the number of keys (hotel rooms).

(4/n)

The only catch here is the fact that you only have a 24 hour window to sell a day's inventory.

Taj Mahal Palace in Mumbai only has a 24 hour window on a daily basis to sell 560 room nights.

Once the day gets expired, the inventory is gone. (5/n)