Discover and read the best of Twitter Threads about #Fevicol
Most recents (4)
If #AsianPaints went back to its ATH of 3600 by 2033 (28% upside from CMP) + profits tripled to ~12,000 Crs (12% CAGR - Last 3/5/10/15 yr PAT CAGR was on an avg 13%)
The 25 Yr Stock Px CAGR would STILL be 15% and the stock would STILL be trading at ~30x FY33 PAT
1/n
The 25 Yr Stock Px CAGR would STILL be 15% and the stock would STILL be trading at ~30x FY33 PAT
1/n
If #Fevicol (Pidilite) went back to its ATH by 2033(22% upside from CMP) + Profits tripled to +4,000 crs, (12% CAGR - last 3/5/10 yr PAT CAGR avg was 8%)
The 25 Yr Stock Px CAGR would STILL be 15% & the stock would STILL be trading at 35x FY33 Earnings
2/n
The 25 Yr Stock Px CAGR would STILL be 15% & the stock would STILL be trading at 35x FY33 Earnings
2/n
Did similar exercise on 5 BAAP stocks with a total Mkt Cap of $110 bn
All of them r trading between 5-12x PEG
DII + Retail are currently holding a Stinky bag worth ~$30bn in JUST THESE 5 NAMES
May the good Lord bless those poor souls for a world of pain awaits them
~Fin~
All of them r trading between 5-12x PEG
DII + Retail are currently holding a Stinky bag worth ~$30bn in JUST THESE 5 NAMES
May the good Lord bless those poor souls for a world of pain awaits them
~Fin~
#VinylChemicals
Fundamentally strong stock
Equity: 2Cr💚
FV: 1
Debts: 1Cr💚
CashnEquiv % toTotalAssets:
42%💚
Current Ratio: 2💚
PAT Margins: 4%
ROCE: 57%💚
Np2Eq: 21💚
Expected EPS Fy23: 24💚
1 Yr Forward PE: 21
CMP: 509
#Accumulate on dips.
Fundamentally strong stock
Equity: 2Cr💚
FV: 1
Debts: 1Cr💚
CashnEquiv % toTotalAssets:
42%💚
Current Ratio: 2💚
PAT Margins: 4%
ROCE: 57%💚
Np2Eq: 21💚
Expected EPS Fy23: 24💚
1 Yr Forward PE: 21
CMP: 509
#Accumulate on dips.
Vinyl Chemicals, a Parekh Group Company, was promoted by #Pidilite Industries Limited in 1986- a well-known group which manufactures and sells the #Fevicol brand of adhesives synthetic resins binders surfactants pigments etc
#VinylChemicals is currently engaged in the business of trading in chemicals viz. Vinyl Acetate Monomer (VAM), which is now imported/sourced from various global suppliers and distributed/traded in India.
How an industrial adhesive product like Fevicol became a household name in India?
A thread :
#Pidilite #Fevicol #Fevistik #Brands #GameOfBrands #Branding #Marketing #CaseStudy #Advertising #Ogilvy
A thread :
#Pidilite #Fevicol #Fevistik #Brands #GameOfBrands #Branding #Marketing #CaseStudy #Advertising #Ogilvy
Fevicol is one of the most iconic brands owned by Pidilite since 1959. The company was initially called Parekh Dichem. At that time, the textile business was booming, and, the company was also producing pigment dispersions. Hence, 'Pidi' in Pidilite came from Parekh Dichem. 
Late Shri Balvant Parekh founded the Company along with his brother. Shri BK Parekh distributed speciality chemicals manufactured by a German company. This gave him a few years of exposure in terms of products and industry.
India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...
(Thread)
#investing
#Moat
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...
(Thread)
#investing
#Moat
Organized Paint Industry
Duopoly - 59%
Asian Paints - 42%
Berger Paints - 17%
(appx values)
#Asianpaints
#Bergerpaint
Duopoly - 59%
Asian Paints - 42%
Berger Paints - 17%
(appx values)
#Asianpaints
#Bergerpaint
Telecom Industry
Duopoly - 62% & rising
Jio - 34%
Airtel - 28%
Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel
(appx values)
#Jio
#Airtel
#VodafoneIdea
Duopoly - 62% & rising
Jio - 34%
Airtel - 28%
Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel
(appx values)
#Jio
#Airtel
#VodafoneIdea
