Rounaq Bakshi notes

  https://youtu.be/K1v4m3XG9RQ?si=k3XUltHOjvgkEsKu Manali  Petrochemicals Limited (MPL), has decided to invest Rs 150 crore in ramping up its annual production capacity of propylene glycol (PG) from 22,000 tonnes per annum to 70,000 tonnes per annum The only manufacturer of PG in India, the company aims to expand its capacity by 48,000 tonnes in two phases   The move is aimed to increase the domestic market of the MPL by reducing the dependence of the country on imports from China and Middle East countries   The company said there is a huge demand for propylene glycol in India and a significant quantum of it is fulfilled by imports The annual demand for PG in the country is estimated at about 100,000 tonnes, of which about 75,000 tonnes are imported from various countries A sustainable strong demand for PG in the food and pharmaceutical sectors The demand for PG in India is about 100,000 tonnes per annum which are estimated to grow by 5 per cent annually Th...

  https://youtu.be/crMpfXE0rm4?si=WgVRfNMaDR8hdBUo 40% PAT Growth (FY23 vs. FY22) #1 Market Leader in India for Sanitaryware Largest Sanitaryware facility in India ZERO Debt Company Rs.751 cr. Cash and Cash Equivalents ROE (%): 12% se19%

  https://youtu.be/IJwztGoq_TI?si=JWYEH_7t-l-Ez2fV Mirae Asset Hang Seng TECH ETF and Fund of Fund Provides exposure to 30 largest Tech centric Chinese companies listed on Hong Kong Stock Exchange China led the world in retail web sales with $2 trillion total sales in 2021 (compared to $870 billion in the United States). China is a world leader in 5G spending and adoption.  By 2025, China is projected to have over 400 million 5G users, accounting for 40% of total global use Hang Seng TECH Index isarobust30- stockportfoliowithhigh business exposure to the selected technology themeslikeCloud, Digital, E-Commerce, FinTech or Internet. Xiaomi Corporation: 2ndLargest Smartphone manufacturer in the world Alibaba Group Holding Limited Tencent Holdings Ltd: Most valuable Chinese Company Kuaishou Technology: 100 Billion Monthly Users -Kuaishou JD.com Inc -Class A: Largest  E-Commerce Company of China Baidu Inc -Class A : 82.4% Market Share of Baidu Search ...

https://youtu.be/FMwYNhdVD1A?si=J9eE6HB7ttJ1P12q   https://youtu.be/oFDhdQ3w134?si=bV4IUyljr5rpiBRb A new chapter in  Saregama ’s growth story commences with majority acquisition in a fast-growing digital entertainment company Pocket Aces Pictures Private Limited, that owns direct relationship with 95M+ younger digital-first customers across Instagram, YouTube etc Deal: Saregama  enters into an agreement to acquire majority stake in fast growing digital entertainment company, Pocket Aces Pictures Pvt Ltd. It will also allow  Saregama  to extend its footprint in the Youth category, which is a huge strong point of Pocket Aces. Gaining access to  Saregama 's 150k music assets would enable Pocket Aces to offer its influencers a highly lucrative opportunity to develop Branded Content business, thereby solidifying Pocket Aces' position as the industry leader in Influencer Management This acquisition, with its 95M+ social media follower base, will give  Sareg...

  https://youtube.com/shorts/luVUGXfF9Tg?si=wOT-YnLZjBbbCva9 https://youtu.be/VI1HF2MFIr0?si=tqaF_AfaM2M0uQ8G H1 PAT: 720 Vs 616 ( 17%) Net Debt: ‐2131 ( Sitting on net cash) Strong sales channel in North & Central India  20 Regional offices across13 states working with ~4000dealers  Strong presence in 262 districts across  ~20% market width &~15% market depth Urea facilities continue to operate at optimum capacity and energy efficiency levels Major crops- Paddy, Cotton, Soybean, Sugarcane, Maize, Ground nut and pulses

https://youtube.com/shorts/b46qdF2kV20?si=Gd40xCv6o1j_yumI   EaseMyTrip  in a market that is going to grow at a CAGR of more than 14-15 percent on an annual basis for the next 10 years EaseMyTrip  wants to focus on enhancing profitability in the current fiscal year The travel-tech platform is targeting a CAGR that is double the market's expected 10-15 percent "We are in a market that is going to grow at a CAGR of more than 14-15 percent on an annual basis for the next 10 years. At  EaseMyTrip , we are striving to grow at double the pace of the market,"  EaseMyTrip  observed an increase in bookings for the upcoming Christmas week, with a year-on-year surge of 20-30 percent EaseMyTrip  , expects a "blockbuster quarter" during the festive season. The platform has observed an increase in bookings for the upcoming Christmas week, with a year-on-year surge of 20-30 percent. In a conversation with  CNBC-TV18 , Prashant Pitti, Co-founder of  EaseMyTr...