Discover and read the best of Twitter Threads about #marketshare

Most recents (4)

#Cclproducts (India) is involved in the manufacturing, trading, and distribution of coffee. The company operates primarily in India, Vietnam, and Switzerland. ImageImageImageImage
#Global Coffee Industry Overview: The coffee industry is worth over $100B and continues to grow. Consumption is increasing, with 500B cups consumed annually. India's domestic market is booming due to the third wave of coffee and convenient e-commerce. #CoffeeIndustry
How Coffee Reaches Your Cup: Coffee is made by extracting flavors and caffeine from ground beans with hot water. This releases volatile compounds for aroma and non-volatile compounds for taste. Caffeine provides a temporary mental and physical boost. #CoffeeMaking
Read 19 tweets
1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day, going the extra mile gives you a huge investing edge. This #Thread discusses this topic & 8 interview process tips.
2/42 By the way, this #Thread is longer than recommended by the “experts.” However, I wanted to put a lot of thought into the mgmt. interview process topic for those who are deeply into #stockpicking or want to learn how to pick stocks. Investing successfully requires effort.
3/42 It helps to realize that you shouldn't be intimidated by mgmt. Many want to tell their story, especially in #microcap land. I can’t tell you how many times I've reached out to a CEO of a #microcap/nanocap co. who basically said:“wow, investors never call us, let’s chat”.
Read 42 tweets
#DeltaCorp - A #Gaming Behemoth

Cmp-74
Market Cap- 2,016 cr
Industry- Gaming/Casino
1) Company Overview

Delta Corp only listed casino operator in India enjoying 55% #marketshare in organized #casino market

Along with its casino business, company also owns #Adda52 a leading online poker.

It has licenses in all casino destinations ie #Goa, #Daman & #Sikkim.
2) Competitive advantage & strong entry barriers

Delta owns 3 out of 6 offshore casino licenses and has a total installed capacity of 1lac sq feet and 1200 gaming positions.

The last license issued by Government of Goa was in 2011.
Read 18 tweets
#MayurUniquoters - Largest Player In Indian Synthetic Leather market scripting a turnaround available at an attractive valuations.

Market Cap : 1200 cr
CMP : 262
Market leader in Synthetic Leather foraying into PU (Polyurethane) leather business which is dominated by #Chinese Imports

With the recent health scare due to #CoronaVirus global customers have realized the importance of non-dependence on single country for its RM
Synthetic leather finds its application in Automobile Seat Covers, accessories, roof linings & footwear.
Read 8 tweets

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