Quick classification, use and key players in the steel tubes and pipes industry
Author: Harsh Doshi
Page Industries – 90 PE is not expensive – Cartica Capital (Part 3)
Part 1 – Interview
http://www.analyseindia.com/page-industries-90-pe-is-not-expensive-cartica-capital/
Part 2 – Cartica Capital Starts Selling
http://www.analyseindia.com/page-industries-90-pe-not-expensive-cartica-capital-part-2/
Part 3 – Selling Continues
Ever since Cartica Capital mentioned Page Ind is not expensive at 90 PE, they have been consistently selling the stock every quarter
Looking further at the Shareholding pattern of Page Industries we came across that holding of Cartica Capital has come down from 6,84,058 shares to 3,81,489 shares between June 2018 to June 2019. Share price of Page Ind. In June 2018 was 27814 . It made a high of 36335 in Aug 2018. And CMP is around 20420
As per latest announcement on stock exchange, Cartica Captial holds 332,338 shares representing 2.98% of shareholding
Source :
Price Chart
Historical Shareholding Details of Cartica Capital In Page Industries
Source : Trendlyne.com
Hotel Industry Trend
Cycles in Indian Hotel Industry
Room Demand vs Supply CAGR
Domestic Tourists vs Foreign Tourist Arrivals
RevPar Growth vs Ebitda Margin
RevPAR Trend -
YoY RevPAR Growth Trend -
Foreign Tourist Arrivals in India -
Domestic Demand Momentum
Aggregate Revenue Growth Trends
Quarterly Revenue Trend
Quarterly OPM and NPM Trend
Ebitda Margins
Supply vs Demand of Rooms Projections
Data Source 1 : Edelweiss Research
Data Source 2 : ICRA
Residential Real Estate Market Trends
New Launches across Cities
Sales across Cities
New Launches (Ticket Size Breakup) :
Bengaluru
Chennai
Delhi NCR
Hyderabad
Kolkata
Mumbai
Pune
Source : JLL
Pharma Trends
US Business (Mn $)
Domestic Business (Bn ₹)
ANDA Approvals
Source : Reliance Securities
Coverage Universe : Ajanta Pharma, Alkem Labs, Aurobindo, Cadila, Cipla, Glenmark, Lupin, Sun Pharma, Torrent Pharma
FMCG Trends
Volume Growth
Gross Margin
Advertising Spend
EBITDA margin
Raw Material Prices
Source : IDFC Securities
Nifty Returns vs BSE Midcap and Smallcap Returns : Pre and Post Elections
Pre Elections Period vs Post Elections Period - 2004, 2009 and 2014
Will History be Repeated in 2019 ?
Interesting Charts from Brokerage Reports
Broking Houses : Active Customer Base
Source : HDFC Securities
Broking Houses : Volume Market Share
Source : HDFC Securities
Cement Prices : M-o-M Change in (%)
Source : Reliance Securities
Cements : Segments Driving Demand
Source : Trust Group
Cement : Capacity Chart
Soure : Trust Group
Residential Property : Prices of Key Cities
Source : Kotak Institutional Equities
Interesting Charts from Brokerage Reports
How HSAW, DI and PVC Pipes are used in Water Transportation
Source : Narnolia
Mode of Logistics Transportation in India
Source : Dalal and Broacha
Market Share of Lubricants Players
Source : Yes Securities
Home Textiles - Companies presence across Value Chain
Source : JM Financial
Welspun, Trident and GHCL are fully integrated players, Indo Count
and Himatsingka are partially integrated
Airline Fleet Strength
Source : Stewart and Mackertich
Per capita cement consumption across world
Source : SKP Research
Electrical Products Industry – Key players, Offerings and Financials
Key Players in Industry
Source : Axis Capital
Offerings : Cables & Wires and Consumer Durables
Source : Axis Capital
Financials of Key Players
Source : Axis Capital
