Investment Hypothesis in CPaaS companies
:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low
CPaaS growing at 40%
Indian Investing Conclave Day 1 @IIC_2020
:Route Mobile
:Philip Carbon Black
:Borosil Ltd
:Arvind Ltd
:Hawkins Cooker
:Repco Homes
:Shaily Engineering Plastics
Investment Hypothesis in CPaaS companies
:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low
CPaaS growing at 40%
:Applications served by route mobile - Facebook, Instagram, Whatsapp, Google Pay to name a few
:Route mobile platform used for : 2 factor authentication, Notification for customer engagement across portfolio of apps
:Scaled upto 1200cr of revenue from internal accruals
:Huge runway for growth
:Multi geography and Omni-Channel presence
:Cash available for M&A
:Scope of margin improvement
:Demonstrated ability to move up the value scale
:Indias largest carbon black manufacturer
:Where is carbon black used, Tyre Rubber(73%), Non Tyre Rubber (20%), Non Rubber Speciality Carbon (7%)
Industry Size & Capacity Addition
1.3 Million Tonnes capacity and PCB has 43% market share
:Launched 40 grades of speciality carbon
:FY 16 Sales : 4825 MT, FY 20 Sales : 19,378 MT
:Diversified Application : Consumer appliances, Packaging Industry, Food Packaging, Agriculture Pipes, Construction Pipes, Construction pipes
:Company has spent 40cr over the last 3 years on R&D
:Company having almost all tyre companies in India as their customers
:Almost all major tyre companies to increase capacities over next 2-3 years
Segments
:Glass & Microwave (Market Size 5.5 Bn, Growth 10%)
:Storageware (Market Size 7Bn, Growth 15%)
:Opalware (Market Sie 6Bn, Growth 15-20%)
:Kitchen Appliance (Market Size 90 Bn, Growth 10%)
:Cookware (Market Size 40 Bn, Growth 20%)
:Acquired Klasspack to leverage its reach with pharma companies & expand its glass expertise into everyday consumables
:Total Addressable Market Size : 10,000 cr
Borosil Vs Glassco (Laboratoryware)
:Leveraging on strong brand equity
:Protected its leadership in glassware segment
:Consistently expanding its products outside glassware
:Pharma Packaging is set for substantial growth
Size of Opportunity
:Kitchenware market size : 15000 cr
:Hawkins addressable market size : 2500 cr, growing at 6%
Entry Barriers
:Duopoly market in cooker
:High supply chain costs
:New entrant to fight on pricing with higher costs and working capital
:Introduction of LPG (Ujjwala Yojana)
:Nuclearization of families
:New product launches
Hawkins Vs TTK Prestige
Business Segment
:Textiles - Denim, woven, voiles
:Technical Textile - Advanced Material Division
:Waste water treatment (Through Arvind Envisol)
:Suitings, Shirting etc.
:Demand for advance material growing at 10% CAGR
:Exports constitutes of 50% of total AM revenue
:Targeting to reach sales of 2500 cr in AMD by FY24/25
:Huge potential to generate valuable IP and has great domestic and export growth potential
:Domestically textile is expected to grow at 8-10% over next 5 years
:Rapid shift to branded apparels in India
:Possible textile orders from clients moving out of china
Revenue Segment
Lending nature
:Affordable HFC (12 l ticket size)
:50% are non salaried
:Lending rates in double digit
:Location : Small towns and outskirts
:Best in class RoE player with PSU valuations
:Available at extremely cheap valuations
:New CEO is focused on minting balance between risks and growth
Valuation Study
More from Trading
FREE MINI STOCK MBA
If you wish to learn abt trading,psychology,options,business etc
You can go through this thread.
Other than this I do post videos on my YT channel : -Abhishek Kar & Tradiostation
-Intraday views on FREE telegram : Abhishek Kar Official
RT will be appreciated
1. Threads to learn Options
https://t.co/wabkek43I8
2. https://t.co/OIDenHKdWN
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https://t.co/jSUb1lSGbQ
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6. Exciting story about a trader who destroyed a Bank
https://t.co/CsEEhIsD3q
7. Some Thought Provoking facts about stock markets
https://t.co/IjxpX5Wx24
8. A dose on Trading and investing
9. Top 5 resources to learn everything about stocks
https://t.co/6KnIySBGIG
10. Some Pro Tips on Trading
https://t.co/EiSGikt7jv
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https://t.co/bI2dH0XTSS
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https://t.co/qsteGcbquI
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https://t.co/2tD5q0K3UQ
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https://t.co/Pec6LmUtGa
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If you wish to learn abt trading,psychology,options,business etc
You can go through this thread.
Other than this I do post videos on my YT channel : -Abhishek Kar & Tradiostation
-Intraday views on FREE telegram : Abhishek Kar Official
RT will be appreciated
1. Threads to learn Options
https://t.co/wabkek43I8
2. https://t.co/OIDenHKdWN
3. Some core rules to investing
https://t.co/37d1pygp7P
4.Summing up 2020 Trading lessons
https://t.co/jSUb1lSGbQ
5.Effects of margin change on
\U0001d413\U0001d421\U0001d42b\U0001d41e\U0001d41a\U0001d41d \U0001d41f\U0001d428\U0001d42b \U0001d40e\U0001d429\U0001d42d\U0001d422\U0001d428\U0001d427\U0001d42c
— Abhishek Kar (@Abhishekkar_) December 29, 2020
The entire thread will have some quick pointers on options trading. These bullet points are based on experience and learning and even if you are completely new,will help you to build some perspective. So,lets go :
6. Exciting story about a trader who destroyed a Bank
https://t.co/CsEEhIsD3q
7. Some Thought Provoking facts about stock markets
https://t.co/IjxpX5Wx24
8. A dose on Trading and investing
\U0001d413\U0001d42b\U0001d41a\U0001d41d\U0001d41e\U0001d42b \U0001d430\U0001d421\U0001d428 \U0001d41d\U0001d41e\U0001d42c\U0001d42d\U0001d42b\U0001d428\U0001d432\U0001d41e\U0001d41d \U0001d401\U0001d41a\U0001d42b\U0001d422\U0001d427\U0001d420\U0001d42c \U0001d401\U0001d41a\U0001d427\U0001d424
— Abhishek Kar (@Abhishekkar_) October 11, 2020
This thread is about the trader who with his reckless trading destroyed the entire Barings bank. In case you would like to read more such informative threads,do not forget to retweet and share as acts as encouragement
9. Top 5 resources to learn everything about stocks
https://t.co/6KnIySBGIG
10. Some Pro Tips on Trading
https://t.co/EiSGikt7jv
11. Wisdom on stuffs you should not do
https://t.co/bI2dH0XTSS
12. Reasons why you are losing the
\U0001d5e7\U0001d5db\U0001d5d8 \U0001d5e7\U0001d5e2\U0001d5e3 \U0001d7f1 \U0001d5e7\U0001d5db\U0001d5e5\U0001d5d8\U0001d5d4\U0001d5d7
— Abhishek Kar (@Abhishekkar_) July 21, 2020
The following thread will have top 5 for everything you need in the world of stock market and as learner who wants to REALLY grow. Make sure you #retweet the thread and let it reach the maximum number of people as sharing is caring.
13. The DARK side of stock market
https://t.co/qsteGcbquI
14. Stocks where you should NOT invest
https://t.co/2tD5q0K3UQ
15. Lessons from MILLIONAIRE trader
https://t.co/Pec6LmUtGa
16. Lessons from my
\U0001d5e7\U0001d5db\U0001d5d8 \U0001d5d7\U0001d5d4\U0001d5e5\U0001d5de \U0001d5e6\U0001d5dc\U0001d5d7\U0001d5d8 \U0001d5e2\U0001d5d9 \U0001d5e6\U0001d5e7\U0001d5e2\U0001d5d6\U0001d5de \U0001d5e7\U0001d5e5\U0001d5d4\U0001d5d7\U0001d5dc\U0001d5e1\U0001d5da
— Abhishek Kar (@Abhishekkar_) July 6, 2020
In the following thread you will understand a few dark truths about stock trading as a profession.
Sadly everyone touches the only green side but there has to be a balance. Don't forget to #retweet for wider reach.
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Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
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Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
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He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.
Chandesha-Anugraha Murti - One of the Sculpture in Brihadeshwara Temple at Gangaikonda Cholapuram - built by Raja Rajendra Chola I
This Sculpture depicts Bhagwan Shiva along with Devi Paravathi blessing Chandeshwara - one of the 63 Nayanmars.
#Thread
Chandeshwara/Chandikeshwara is regarded as custodian of Shiva Temple's wealth&most of Shiva temples in South India has separate sannathi for him.
His bhakti for Bhagwan Shiva elevated him as one of foremost among Nayanmars.
He gave importance to Shiva Pooja&protection of cows.
There are series of paintings, illustrating the #story of Chandikeshwar in the premises of
Sri Sathiyagireeswarar #Temple at Seinganur,near Kumbakonam,TN
Chandikeshwara's birth name
is Vichara sarman.He was born in the village of Senganur on the banks of River Manni.
His Parent names were Yajnathatan and Pavithrai.
Vichara Sarman was a gifted child and he learnt Vedas and Agamas at a very young age.
He was very devout and would always think about Bhagwan Shiva.
One day he saw a cowherd man brutally assaulting a cow,Vichara Sarman could not tolerate this. He spoke to cowherd: ‘Do you not know that the cow is worshipful & divine? All gods & Devas reside in https://t.co/ElLcI5ppsK it is our duty to protect cows &we should not to harm them.
