Stocks Benefits by Atmanirbhar Bharat Abhiyan | Make in India Related Stocks

Stocks Benefits by Atmanirbhar Bharat Abhiyan

Make in India Related Stocks:

  1. Relaxo Footwear
  2. Everready
  3. Kajaria Ceramics
  4. Dixon Technologies
  5. Whirlpool India
  6. L&T
  7. Alkyl Amines
  8. Navin Fluorine
  9. Galaxy Surfactants
  10. Adani Ports

it’s a perfect storm that can change indian industry once and for all the standoff with china in eastern ladakh presented an extraordinary opportunity to share our dependence on beijing and prime minister narendra modi seized upon the opportunity to give a clarion call to the industry to become self-reliant but has the industry benefited from the self-reliant mantra or did it lose its way trying to wriggle out of the logistics challenge so i i think what’s happening is the barriers are coming down yeah and the one way to look at it is that’s being driven by the hardship that we’re all facing in in the marketplace caused by a completely different phenomenon namely a virus that’s overtaken the world i think i think in in many ways the smokestack industry finds it difficult to change all the the entire supply chain can improve on it but it’s by and large tweaking it compared to what’s happening in the digital area no doubt it’s a long road ahead for the domestic industry and the entrepreneurs are still trying hard to ensure a smooth transition yet some companies have already had a windfall benefiting from the atma nirvana the spirit of self-reliant india was evident from the fact that from zero production of personal protection equipment before march 2020 india produced two lakh ppe kits daily by may 2020 in july the country started exporting 23 lakh ppe kids to the us uk slovenia and the uae the incremental ban on around 200 apps in tranches was followed by the commerce ministry’s decision to make it mandatory for sellers to mention the country of origin on the government e-marketplace it was initiated to provide stimulus to make in india and atma barbara initiatives but banning apps ensuring that shipments take much longer to be released by customs or making it mandatory for sellers to mention the country of origin on the government e-marketplace wasn’t enough it had to be followed with a series of reforms that would make it much easier and hassle-free for the domestic industry to do business and the government did go ahead that provided a philip to domestic industry these reformed policies and ease of doing business aided the indigenous companies to revamp strategize and perhaps relaunch themselves in the market stocks of indian companies such as ever ready micromax zen technologies relaxo have got much required momentum because of atmanerval bharat campaign but there are some companies who stole a march over others here’s a list of five companies that have gained the most from athman albert micromax micromax started off as a made in india success story it was ranked among the top 10 global handset vendors with a 1.8 percent market share for quarter one 2015 but it lost out to chinese handset manufacturers such as oppo vivo gionee and xiaomi reports suggest by 2016 micromax’s market share had fallen to nine percent and by 2018 they only had 3.4 percent of the market however after a long hiatus micromax has made a comeback in the indian smartphone segment riding high on anti-china sentiments micromax has now unveiled a new made in india smartphone series called in the production linked incentive scheme that is pli under the atmanir verbharat has been a welcome move by the government what is pli scheme the pli scheme extends an incentive of four to six percent on incremental sales of goods under target segments that are manufactured in india to eligible companies for a period of five years subsequent to the base year rahul sharma co-founder of micromax even said that the new pli scheme balances out foreign and indian players the support of 6 is big and with the government support we will be able to fight chinese brands fiercely on the pricing front ever-ready battery the battery manufacturers reported over a three-fold jump in consolidated net profit to rupees 57.22 crore for the september quarter helped by improved gross margin and lower cost of operations the company had posted a new net profit of rupees 18.11 crore in july to september 2019. the company’s performance was aided by the bureau of indian standards implementation of quality standards it led to import of batteries from china diminish greatly eveready industries md amritan shukhetan stated that the industry is likely to witness five to seven percent volume growth in the coming years kajarya ceramics kajaria ceramics is the largest manufacturer of ceramic and vitrified tiles in india the anti-dumping duty imposed on china by many countries including the us brazil indonesia has favored indian tiles and sanitary wear manufacturers the china plus one strategy which refers to avoiding investing only in china and diversifying businesses into other countries have also added an advantage according to moneycontrol.com indian tile manufacturer kajarya ceramics saw a significant sequential improvement across business verticals and geographies the performance in quarter two in the current financial year turned out to be quite robust with a flattish top line the ebitda jumped 37 percent yoy to rupees 144 crore as operating margins widened on the back of an organizational realignment and cost optimization initiatives kajaria’s business segments like bathware grew 24 while plywood grew by 23 percent bharat electronics the defense public sector undertakings decision to branch out to manufacturing ventilators saw sizable revenue from ventilator sales in the second quarter reports suggest during the last quarter revenues grew nineteen percent y o y while ebitda was up fourteen percent bharat electronics has a diverse business presence it is into varied defense communication products naval systems electronic warfare systems weapon systems and so on the athan program set in to motion by government of india is propelling a big boost in indian defense industry this year we have already got in excess of 5000 crores of order in the first half and we have we are in a very advanced stage of negotiations for another eight to nine thousand crores we are quite confident that this year also we will acquire orders in excess of 13 000 crores and more towards 15 000 crore relaxing india is the second largest producer of footwear globally producing 220 crore units annually but behind china which manufactures 1 420 crore units each year india’s largest footwear maker relaxo manufactures over 300 different types of shoes slippers and sandals across four brands that is bahamas sparks flight and schoolmate ramesh kumar dua managing director relax of footwear stated that each brand is now supported by a separate team for focused product design and development enabling us to launch over 200 products in 2019 to 20. the indian footwear industry is estimated to be between rupees forty thousand crore and rupees eighty thousand crore of which the branded non-leather market is about rupees eighteen thousand crore with relaxor holding a nine percent market share by net prices relax or reported a net profit of rupees 75 crore in q2 fy21 up 5.6 as compared to same quarter last year forbes reported that nearly five percent of relaxo’s business revenue comes from exports the strongest demand is from saudi arabia papua new guinea tanzania uae and panama through around 30 overseas distributors india has demonstrated that it can cope with any unforeseen situation and turn it into an opportunity the focal point of atma nirvana was to make the country self-reliant the campaign not only gave a substantial boost to the manufacturers but in the long run sectors such as r d electronics science and technology auto and ancillary agriculture pharma infrastructure are all also likely to benefit from athena and verbatim

Stock For 2021: Housing Theme Stocks for Investors | Atmanirbhar Bharat Stocks

Real State and Related Sector

  1. Cement
  2. Steel
  3. Home Finance
  4. Paint
  5. Ceramic (Tile & Sanitary-ware):
  6. Paint
  7. light & Electrical hardware accessories
  8. Cable
  9. Ply
  10. Pipes
  11. Home Decor

Cement:

  1. ACC
  2. Ambuja Cement
  3. Heidelberg Cement
  4. Star cement

Steel

  1. Tata Steel
  2. SAIL
  3. JSW Steel

Home Finance:

  1. HDFC,
  2. LIC Housing Finance,
  3. Avast financials
  4. Repco Home Finance

Paint:

  1. Asian paints,
  2. Burger paints

Ceramic (Tile & Sanitaryware):

  1. Cera Sanitaryware,
  2. HSIL,
  3. Kajaria
  4. Somani Ceramics:

Light:

  1. Havells
  2. Crompton Greaves

Cable:

  1. Polycab

Ply:

  1. CENTURYPLY
  2. GreenPly
  3. Astral Poly

Pipes:

  1. FinoLex Pipes

Home Decor

  1. Pepperfry – Not Listed
  2. Urban Ladder – Reliance Retail
  3. HomeTown – Not Listed

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We have been discussing the key investment themes for 2021 and in this part 2 edition of the same, we are going to be discussing the housing theme now housing is an evergreen theme and a pet of every government.

Housing for all by 2022

Housing segment has been a constant focus but despite that housing in India is far from adequate the government has accordingly prioritized housing for all by 2022 and is rightly firing on all the cylinders to boost the housing growth now incentives have been given to all the constituents be developers with higher fsi and tax benefit also to home loan borrowers with subsidy and the lower interest rates and the lenders with infrastructure status to affordable housing priority sector tax lower risk weights etc.

Now post the covid triggered price correction in the real estate sector there has been an impressive pickup in the secondary housing sales especially from the first time home buyers owing to increased affordability now the push for rural housing the Pradhan Mantri Awas Yojana is being complemented by a cohesive set of schemes such as Pradhan Mantri Ujjwala Yojna that’s clean cooking gas fuel and Nal Se Jal piped water for all to enhance the housing infrastructure across the tier 3 and tier 4 towns

Now, on the other hand, the urban housing segment is also making a strong comeback due to its policy reforms such as the reduction in the Stamp Duties and also the advanced execution of products and projects under the Smart Cities Mission now despite the fiscal constraints we do expect higher focus and dispersals in the coming months as the government may rush to achieve its target as well now the government’s push is also likely as the economic growth has quite plummeted and housing has linkages with over 20 plus other sectors and sub-sectors and can definitely aid in fueling employment there.

For instance, housing is a key driver for the cement stocks as it contributes around 60 per cent of cement demand ACC, Ambuja Cement, Heidelberg cement and star cement are some of the key stocks that can really benefit from this theme in 2021. now housing will also remain the engine of economic growth because of its high yield on the invested resources now.

Many sub-segments like say paint, tile, sanitary wear, light, electricals hardware accessories etc thrive when housing activities take an upswing now Asian paints, Burger paints benefit, when the housing activity resumes also demand for sanitary wear positively, impacts Cera Sanitaryware, and HSIL, Kajaria and Somani Ceramics as well now Havells and Crompton Greaves also Polycab wires benefit from improving demand for electricals also when you see CENTURYPLY and GreenPly and Astral Poly and FinoLex Pipes they all benefit from the demand in the other hardware as well as the interior sectors now.

While the share of unorganized players is higher in many of these segments thanks to premiumization brand building and also expanding the distribution reach the large listed players stand to benefit from overall housing demand now building material and steel companies also stand to benefit under this team when you talk about Tata Steel, SAIL, JSW Steel all of them cap can be kept on the retire in the upcoming year also.

With the rise in demand for housing, the finance companies definitely benefit as well under this the investors can keep an eye on HDFC, LIC Housing Finance, Avast financials and also the Repco Home Finance talk

Now the economic impact of housing does not really end when a home is built in fact housing continues to be an economic force long after the construction through activities such as furnishing, decorating, remodelling of rooms, repairs, extensions also property alterations etc give rise to even the replacement demand and all of this will again be on the radar in 2021

25 Ways to Lose Money in the Stock Market You Should Avoid

#StockMarket – While there are #Multibaggers there can be #Multifailures as well. Here is a thread on key mistakes that may happen during the journey. I have been thru all these mistakes myself…..

1. Leverage can be key mistake that usually happen either when we get carried away in euphoria or are finding shortcuts during early part of journey. Even if you need to take leverage, it should be based on your net worth, risk profile and in right stocks.
#NoShortcuts

2. Selling too early just because it has run up too much too fast. Till there is a visibility of business potential and company growth path, one should ride the growth as maximum as possible.
#StayPut

3. Buying too late just because of noise / momentum and fear of missing out. Never ignore the valuations, business potential and company fundamentals while going with any suggestions. Always do your own due diligence.
#CutTheNoise

4. Buying too big too early and then selling while patience is being tested. Build the position towards upside especially for any new stock finding. Build onto the conviction with a visible growth in numbers.

5. Buying based on borrowed ideas. Do remember that when markets are down, we will exit all the borrowed names first & in all probability at a loss. Conviction developed after own research has got no comparisons.

6. Acting in upward euphoria or downside panic. These are momentum phases where valuations go beyond realistic levels & deserves a price as well as time correction.

Buying in upward euphoria or selling in downward panic is not advisable.

7. Running after people who keep selling their own ideas rather than listening & understanding your own thought and brainstorming on it.

Be with the balanced people who listen, respect & motivate you in discussions. Tricky but very useful.

8. We should exit out as soon as we realize that we are wrong in our stock picking.

Learn to take losses quickly, don’t expect to be right all the time.

Learn from your mistakes, review self and just move on.

9. Over analysis – trying to find literally a perfect stock may make us miss many opportunities on the way.

The more we think we know, the more closed-minded we’ll be.

Over-Thinking, Over-Analysis, Over-Research…may do more harm than good..Keep It Simple.

10. Overconfidence made me start predicting something I was not too experienced into…and it made me skip my own basic investment rules.

Learning is to stay balanced in thoughts so as to not get carried away by own success.

Stay humble to stay focused with a purpose.

11. Under confidence made me start doubting my own research & conviction.

Learning is that we cannot outperform at everytime & wherever we have done our own research, there is no point to search outside for negative views.

Patience & Discipline are most important.

12. Ignoring business potential & reacting in panic in weak markets can make us sell at lows & buy again at highs.

You need to stay away from noise to stay focused on own convictions. Opportunities aplenty at any point of time.

13. Tracking stock prices too closely may, in all probability, tempt you to do shuffle from conviction to momentum. In the process, u may end up buying at highs & selling at lows


Momentum comes sooner or later in every right stock & hence every stock gives entry/exit opportunity

14. #Stockmarket may not respect us if we do not respect the valuations of our #Stocks – follow a strict valuations framework to keep doing good in all kind of market sentiments.
Some stocks may be expensive at 10 PE while some maybe cheap at 50. Study well to plan well.

15. Everytime I believed in -ve voices, I lost on key parameters viz confidence & stock picking approach. Sooner I learnt, reviewed myself & got back to basics, things started looking back up again

Point is to avoid negativity to the best even though risks need to be understood

16. Staying away from negativity especially during tough days helps stay on the right path. There will be fear mongers, critics, perfectionists all around who may distract us while they fulfill their own vested interests.

Best time to stay in isolation, read / research / review

17. Trying to catch a falling knife may not work in every case

Few businesses/companies have inherent strength&weakness

Stay balanced in thoughts while analyzing both +ves & -ves. Take time to really enter stock in extreme negative noise especially when noise is on fundamentals

18. Trying to buy into businesses where management comes too often on media, is into investor meets, meet 1-1 with investors.

Such managements have more focus on stock price rather than business.

Point is, ultimately, it is the market that discovers the price at it’s own time.

19. Overestimating risk during bear days & Underestimating risk during bull days do more harm to us than good.

Utilize bear days to research deep to buy more into high convictions or businesses that are going thru extreme noise.

Utilize bull days to regularly book profits.

20. Management quality is of utmost importance. I had written a thread on quality few days back, please go thru.

Good managements are focused on business, they don’t criticize others as well as they don’t promote stock price.

21. There are no shortcuts in wealth creation. F&O may sound tempting however one bad day can take away everything.

There is a saying in casino “You may win 100 ten times however you may lose 10,000 one time.”

22. Noise shouldn’t be ignored especially if it’s continuous & on company fundamentals

Research deep into companies & businesses like Yes bank, Indiabulls grp, ADAG, Financials, RealEstate, Jewellery, Trading, Infra…

If something starts bothering u, it’s no more a conviction

23. Common Investment mistakes

~ No goals, no objective, no plan
~ Over-activity, too much & too often
~ Not enough diversification, no meaningful Concentration
~ Extra belief in paid advisors
~ Chasing momentum
~ Mixing short & long term
~ Ignoring taxes
~ No self review

24. While understanding management credibility, most important to understand is management zeal & passion towards running & growing the business.

Great businesses may just die down a slow death if management is too conservative & has no competitive stance.

You can follow @AnyBodyCanFly.

Best Blankets for Winter in India

Note: I bought this myself. so I am recommending this.

Spangle Self Design Single Mink Blanket  (Microfiber, Magenta)

Best Blankets for Winter in India

SPANGLE Self Design Double AC Blanket

  • Type: Mink Blanket
  • Size: 146 cm x 222 cm
  • Ideal Usage: Heavy Winter
  • Pack of: 1
  • Weight: 1200 gm

Mink blankets are known for their feather-weight lightness, softness and warmth. Mink Blankets are the imaginative second cousin of the more traditional wool and cotton blankets. It is processed with fine quality of imported Yarn Polyester material stitched with modern South Korean machines in India which leads to better cushioning effect, comfort and long-lasting life. Mink blanket has a self-embossed Single side print. If you have never experienced a luxury Korean mink blanket for yourself, you are missing one of Korea’s finest products and comforts. These top-grade mink blankets are very soft, thick and luxurious. We offer the best of Korean mink blankets on the market we’ll confident that you will find what you had been looking for. If someone is looking for a unique style in the bedroom, mink blankets are worth investigating. The durability and life span of the mink blanket is very good and we have wide assortment of designs to choose from. We have different qualities of mink blankets in different weight, designs and animal prints too including luxury sets. Mink blanket has a self-embossed Single side print

Building Culture in a Startup

Building Culture: Your First 20 Employees

  1. Be proud of the problem that you are solving.
  2. Create a long term vision that others will follow. ​
  3. List your values and model their behaviour
  4. Align your culture with your customers.
  5. Discuss the importance of diversity (views) to your company.
  6. ​Put a hiring process in place and plans to evolve it.

Right Behavior  => Good Business

Company culture is that implicit set of behaviours that inform your employees how to behave when it hasn’t been explicitly laid out for them

Hire the right people. Culture starts here.

Hindu Population in India 2050

1.3 billion Hindus

This is expected to remain true in 2050 when 1.3 billion Hindus are projected to live in the country.


India has become the home of most Hindus in the world. In 2010, 94% of Hindus in the world lived in India, and this situation is expected to remain in 2050. It is expected that 1.3 billion Hindus will live in India.

But India is expected to have 311 million(31.1 crores) Muslims (11% of the global total) by 2050, making it the country with the largest Muslim population in the world. Currently, Indonesia has the largest number of Muslims in the world.


Indian Population Caste Wise