Industry Analysis
52 Threads
⚡#China GDP data: Q2 GDP 4.7% y/y [Est.+5.1%] 1H GDP 5.0% y/y [Est.+5.2%] 1️⃣June retail sales 2.0% y/y [Est.3.3%] 2️⃣June industrial growth 5.3% y/y [Est.5.0%] 3️⃣Jan-Jun fixed as...
I don't know the specifics of how most 'indie animation studios' work but the way people talk about this stuff is nonsensical, seeing phrases like "the indie industry" makes me lol
#Turnaround High level case study Incredible transformation results in 20x returns in 1 year for this co. Sales - more than doubled OPM% from 3-4% to 12% Interest exp - fell ove...
If you are analyzing a company.... Here is a 10-point checklist that ensures quality analysis Try and follow this checklist, and you will find your analysis will be in the top 1%...
Finding freely available industry research can be challenging, so whenever I come across a valuable industry breakdown or in-depth analysis, I make sure to save it. Here's a new l...
Finding freely available industry research can be challenging, so whenever I come across a valuable industry breakdown or in-depth analysis, I make sure to save it. Here's a list...
Analyzes China's youth unemployment situation with ton of data, drawing on 2020 census & several recent research reports ▪️ Historical unemployment rates ▪️ Educational level of j...
1/ Sharing some semiconductor-related content now that semis are back (they never left) First, a simple visual that explains the industry's structure. People who already know the...
1/ Russia's defence industry has deep weaknesses that mean it's unlikely to be able to meet government targets for boosting production, according to independent journalists who hav...
#NewsFlash | March eight core industries' growth at 3.6% Vs 7.2% (MoM) Here's more 👇 https://t.co/XAcElLYfuN
Hahahahaha! The General-Electric/Rolls-Royce engine cancellation makes so much more sense now and why Pratt & Whitney lobbied so hard for it. Get absolutely fucked. I hope the @p...
Detailed analysis of Greenpanel Industries - Proxy to the real estate cycle!! CMP - ₹348 Like and retweet for maximum reach!! https://t.co/NgKTtUxc9f
SRF Ltd Analysis!🇮🇳🧵 A Detailed Thread🧵⬇️ #investing #StocksToBuy https://t.co/4nioOYB6tJ
Tata Chemicals Analysis!! #TataChemicals A detailed thread 🪡🧵 #StockMarket #Investing https://t.co/zYVstPO6uI
We use a lot of tools to study companies. Today, let us take a look at one of the most important tools to study competition in an industry that is taught in all business schools...
Tata Chemicals Analysis! 🇮🇳 A Detailed Thread 🧵 ⬇️ #investing #StocksToBuy https://t.co/SKg9xare6d
Different ways of analysing a stock Let's break it down for you🧵⤵️ #StockMarket #Investment
Is the European banking sector on the brink of a systemic crisis? I have worked for a large European bank for 8 years - pockets of weakness and structural problems are undeniable....
Paper sector update📜 #StockMarket #Stocks #Stock #StockMarketIndia @harrie007 @kaushaldarshan_ @Ishan_Narayan_ @kuttrapali26 @KommawarSwapnil @caniravkaria @mystock_myview @STOCK...
"The Prize" is widely considered the best book on the early history of the oil industry. What are the single best books for other industries? https://t.co/uFMoBCEgsc
Semiconductors have affected the Auto industry across the Globe. We have heard a lot of different commentaries as well. A thread on 25 companies and their latest commentaries on t...
The favourite wine brand SULA is in town with its DRHP. Thread for the analysis of its business:
Fine Organics Analysis!! #FINEORG A detailed thread 🪡🧵 #StockMarket #Investing https://t.co/lkYbdFT7Gr
Noticed that McKinsey has a special talent in producing talent that will present themselves as the smartest folks in the room even when they have no clue what they are talking abou...
