Industry Analysis : Pants & Coatings

Industry Analysis : Pants & Coatings

Part of chemical Industry.

World leaders :

• PPG (Pittsburg Paints group) - USA, Pittsburg
• Akzo Nobel - Germany (India subsidiary also)
• Sherwin Williams - USA, Cleveland
• RPM International - USA, Ohio, Medina
• Nippon Paint - Japan, Osaka
• Axalta - USA, Philadelphia
• Valspar - USA, Minneapolis
• BASF coatings - Germany
• Kansai Paint - Japan (India subsidiary also)
• Asian Paints - India (World No 10)
• Berger Paints - India (World No 15)

* NOTE : Revenue of Akzo nobel and Kansai Nerolac are clubbed with parent companies.

India Leaders : 

• Asian Paints
• Berger Paints
• Kansai Nerolac
• Akzo Nobel

Fundamentals 

Industry Analysis : Poultry

Industry Analysis : Poultry

Input : soya and corn : monitor cost

Producer : Poultry industry in India, the fourth largest producer of chicken after the the U.S., Brazil and China.

World leader

• JBS (Brazil)
• Tyson Foods (USA)
• BRF (Brazil)
• CP Foods (Thailand) - Five Star Chicken
• Wen's Food Group (China)

India leader

• Venkys
• Suguna (unlisted)
• Godrej Agrovet (Tyson USA) - Real Good Chicken

NOTE:

Venky's misadventure : unnecessarily in soccer sports group Blackburn (English premier league) at cost of company.

stocks : 2018 : Q3 : bought

Equity Stocks : 2018 Q3  (Oct) : Buy

Bought due to good fundamentals - L1

BSE
DCM Shriram
Ashok Leyland
Tata Elxsi
Avanti Feeds

Bought due to good fundamentals - L2

HPCL
CEAT
PC Jewellers
Essel Propack
Brigade Enterprise

Uflex
NLC
Heidelberg cement
TVS Shrichakra
Goodyear India
Motherson
Rajesh Exports

Skipped with good fundamentals - L2 (acquired in 2018 / hit the target limit)

VST tillers - already 2k
Akzo nobel
Cadila
UPL - already 5 K
Nilkamal
KRBL
Adani ports
Century ply
PI Industries
Aegis
Aurobindo pharma
Venkys - already 2k
Varun beverages

Bought without looking at fundamentals (>50% drop in holding)

Tata Motors
Idea Cellular
Somany Ceramics