Commodity chem where ingrevia and Laxmi are 2 bigger players.
H1FY24 basis: Laxmi has grown volumes not affected by Chinese dumping, margins almost protected. And Ingrevia has cut volumes to protect margins, seeing muted demand.
What does this say? Better client relationship?
Posts in category Value Pickr
Ethyl Acetate/Acetyls (04-12-2023)
Gabriel India Ltd. – Shock free ride? (04-12-2023)
Company is in a gradual shift to better margin products. So if the bull market continues, stock can still go up. If the market corrects, stock is unlikely to be an exception.
Disc:invested.
Gabriel India Ltd. – Shock free ride? (04-12-2023)
Company is in a gradual shift to better margin products. So if the bull market continues, stock can still go up. If the market corrects, stock is unlikely to be an exception.
Disc:invested.
Kokuyo Camlin (04-12-2023)
A classical example for Principal-Agent problem. Competitors are raising so much money for aggressive expansion. Yet, Camlin is jogging in a sprinting track. It is upto the Kokuyo Japan board to act. Now that the company has steadied its operations and the parent has gained full control, the time is apt to unlock the next level of growth potential (new products, marketing, channels, sales and distribution) to replicate the success in the Japan market.
Disc:invested
Kokuyo Camlin (04-12-2023)
A classical example for Principal-Agent problem. Competitors are raising so much money for aggressive expansion. Yet, Camlin is jogging in a sprinting track. It is upto the Kokuyo Japan board to act. Now that the company has steadied its operations and the parent has gained full control, the time is apt to unlock the next level of growth potential (new products, marketing, channels, sales and distribution) to replicate the success in the Japan market.
Disc:invested
Gabriel India Ltd. – Shock free ride? (04-12-2023)
@JJu, @Prateek_Dugar what you think about the valuations now for GABRIEL?
Do you think there will be headwinds ahead for a timely correction? or you see tailwinds?
I had exited the stock due to 40% subsidy cut by government to all EV : this would put pressure on sale → going to low volume and low demand.
Any thought is highly appreciated
Gabriel India Ltd. – Shock free ride? (04-12-2023)
@JJu, @Prateek_Dugar what you think about the valuations now for GABRIEL?
Do you think there will be headwinds ahead for a timely correction? or you see tailwinds?
I had exited the stock due to 40% subsidy cut by government to all EV : this would put pressure on sale → going to low volume and low demand.
Any thought is highly appreciated
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (04-12-2023)
Remove link to your personal twitter handle. Till you comply, the thread remains locked.
Ceinsys Tech-Engineering, Geospatial & IT solutions Company (04-12-2023)
Remove link to your personal twitter handle. Till you comply, the thread remains locked.
Advani hotels and Resort (04-12-2023)
The content is not sufficient for a new thread on a company. You need to add last 5 yrs financials, investment rationale, risk analysis in detail & disclosure of your holding. Till you comply, the thread remains locked.