Not so long back in 2013-2014. Post a good cycle in both BOPP & BOPET most of the packaging films players ended up expanding capacities. There was a glut of supply over-flooding the markets.
2022-23 can be a similar scenario, Markets are smart. Stage 4 in many of them already
2022-23 can be a similar scenario, Markets are smart. Stage 4 in many of them already
Blow up starts for the sector, a small cap in the space reports 8% Margin vs 20% in the heydays of the upcycle
Some cycles are like-- stable demand and stable supply
Then abnormal supply comes on stream in short span with demand remaining the same
Some cycles are like-- stable demand and stable supply
Then abnormal supply comes on stream in short span with demand remaining the same
SRF Packaging Margins :-
P.s
I will try to update as many threads as possible that I have shared. These are case studies for you to learnπ
Only open mindedness can help..
I will try to update as many threads as possible that I have shared. These are case studies for you to learnπ
Only open mindedness can help..
Segmental EBIT Margins in Packaging business turns negative for Jindal Poly
COSMO reports de-growth too, citing number of lines coming up in India.. Extent of de-growth being lesser than other players though. Yet, commodity part remains commodity
Pre-empt the cycles..
Read from end to end everyone
Disc: Not a reco to buy or sell
Read from end to end everyone
Disc: Not a reco to buy or sell
And the cycle gets worse..
Check the margins and read the thread end to end..
This is how cyclicals should be studied.
Disc: no reco to buy or sell. Don't own, please only use this as study material to learn cyclical investing.
Check the margins and read the thread end to end..
This is how cyclicals should be studied.
Disc: no reco to buy or sell. Don't own, please only use this as study material to learn cyclical investing.
Another one:- COSMO Films. Some claim they have a higher speciality mix..
Check the OPM's. Read the thread from end to end, good case study for cyclical investing.
Excess supply-stage 4- bad results. That's been the pattern.
Disc: not invested. Only study material for you.
Check the OPM's. Read the thread from end to end, good case study for cyclical investing.
Excess supply-stage 4- bad results. That's been the pattern.
Disc: not invested. Only study material for you.
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