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Paper Industry Analysis | Value Chain | The Logical Investor 

The Logical Investor
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This video gives a detailed overview about the paper industry. How to analyze a paper industry stock. Key metrics to look at. How to identify cycles in a paper industry. I have also give a previous cycles and explained how it played out. The China factor in the overall cycle. It also talks about the value chain and the key stakeholders involved in the process, the types of paper and the key players in the paper industry with their market share.
Paper Industry Analysis:
1. INDUSTRY HIGHLIGHTS
2. VALUE CHAIN
3. FUNDAMENTALS
4. TRIGGERS TO WATCH
5. PREVIOUS CYCLE
6. VALUATION
7. INVESTING STRATEGY
Key Players
- ITC
- JK Paper
- Century Textiles
- Tamil Nadu Paper
- West Coast Paper
- Genus Paper
- Astron Paper
- South India Paper
- N R Agarwal
- Star Paper
- Orient Paper
etc.
PPT: docs.google.com/presentation/...
Data from the following reports:
drive.google.com/file/d/14hKT...

Опубликовано:

 

26 дек 2020

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Комментарии : 107   
@nish16may
@nish16may 3 года назад
AMAZING HATS OFF FOR THE DETAILED INDUSTRY ANALYSIS.... GREAT INSIGHTS!!
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you so much Nishant. 😊
@sachinbhandari9869
@sachinbhandari9869 3 года назад
Found your channel today only. Your way of explanation is very calm & composed. This is very good. Video literally focused on knowledge not views.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks and welcome
@anmolgupta2205
@anmolgupta2205 3 года назад
Being a Commercial Printer, Got more Knowledge from this video. Thanks.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Glad you liked it.
@AbdulRazzaq-cs5wh
@AbdulRazzaq-cs5wh 2 года назад
Very gud analysis.... Great detail... It's was a lot of help
@shobhitgarg8822
@shobhitgarg8822 3 года назад
Amazing content!
@yogendragangwar9795
@yogendragangwar9795 2 года назад
Excellent description about Paper Industry
@Rakesh.Bahadur
@Rakesh.Bahadur 9 месяцев назад
Very very helpful video... Thank You So Much Sir🙏
@gorakhghuge6522
@gorakhghuge6522 Год назад
Very informative. Thank you
@arpitshrivastava104
@arpitshrivastava104 2 года назад
Amazing !!!
@audiophile3860
@audiophile3860 2 года назад
Thanks for the information!!
@nagarajy752
@nagarajy752 3 года назад
Nice video brother.. Good analysis.. awaiting for your next video on paper companies... Thanks for sharing
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Coming soon
@mahadev7103
@mahadev7103 2 года назад
Gajab explanation h bhai man gae guru 👍
@TheLogicalInvestor
@TheLogicalInvestor 2 года назад
Thanks brother.
@RuruBasuMallik
@RuruBasuMallik 3 года назад
Excellent video as always. Aap agar ek aisa video Textile Industry pe banay to bahut achha hoga. Thank you very much for the video.
@rajgupta19900
@rajgupta19900 3 года назад
Really nice video. Keep up the good work
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you very much!
@sreejithsridhar
@sreejithsridhar 3 года назад
Good one bro....very easy to understand...more power to u....keep posting
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you, I will
@findependence7102
@findependence7102 2 года назад
Very nice analysis !! Please keep adding for knowledge.
@TheLogicalInvestor
@TheLogicalInvestor 2 года назад
Thank you, I will
@rinkeshverma2880
@rinkeshverma2880 11 месяцев назад
Very well presented
@randelr8638
@randelr8638 3 года назад
Good analysis. There are a lots of types of speciality papers like thermal paper,decor paper,transformer and MG Paper where the entry barrier is higher due to its technological uniqueness like decor paper produced by ITC.The speciality grades are mainly imported. As paper use increases in India,this will be produced in India .The future will shift to this grade. China is the main competition for this industry as they produce in very large volumes and supply at low cost. The recent demand and rise of prices of Kraft paper was caused by China.They have imported low grade Kraft Paper from India and used it to produce high grade Kraft Paper and import it back to India at a lower cost due to large scale production.Thus High Grade Kraft Producers faced stiff competition in India.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks for the insight.
@santoshrout4980
@santoshrout4980 3 года назад
Sir this is an amazing video! Sir I have a humble request can you please add the sources from where you are getting data. It would act as a learning curve for all of us.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
I generally add research reports or any sources in the description. I have added a link to the report for this video too. You can check it out.
@mithuns4302
@mithuns4302 3 года назад
You are good man... 👍👌🏻 Nice explaination
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you so much 😀
@MohanKumar-so3sy
@MohanKumar-so3sy 3 года назад
Good source for the information
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Glad you think so!
@tansa19
@tansa19 2 года назад
Awesome
@rakeshpillai747
@rakeshpillai747 3 года назад
Very nicely done & explained
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Glad it was helpful!
@jating4you
@jating4you 3 года назад
nice video bro, very informative video.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Appreciate it!
@shivubarbare1234
@shivubarbare1234 2 года назад
Amazing analysis sir.. Please share the list of all the niche paper industries in india to invest in. Thank you in advance
@Rahulkumar-sn6zk
@Rahulkumar-sn6zk 2 года назад
Beautifully explained 😊
@TheLogicalInvestor
@TheLogicalInvestor 2 года назад
Glad it was helpful!
@rajeevverma9287
@rajeevverma9287 3 года назад
excellent video
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you very much!
@rajatsharma8082
@rajatsharma8082 3 года назад
Great Job..
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks Rajat.
@gowthamc1389
@gowthamc1389 3 года назад
V good analysis 👍
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thank you. 😃
@musicalpeoples484
@musicalpeoples484 3 года назад
V nice
@Logicalbets
@Logicalbets 3 года назад
amazing video sir
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks a lot
@livetolearn7726
@livetolearn7726 3 года назад
Good work 👍
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks ✌️
@GauravExplorations
@GauravExplorations 3 года назад
Have been following you recently, pretty nice ... any opinino on N R agarwal inds ?, growing companny and is super undervalued ?, any thoughts
@ambeshsinghable
@ambeshsinghable 3 года назад
Good job.keep it up. Please make a video on steel industry.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Sure 👍
@pavankumar-sk6oe
@pavankumar-sk6oe 3 года назад
Great work....it will be really useful if you can make analysis on the paper sector companies at the earliest, so that we can buy shares at a reasonable price....thanks in advance!
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Will try
@sarveshwarkrira9900
@sarveshwarkrira9900 3 года назад
Make a video on mirza international...
@Moreynium
@Moreynium 3 года назад
Worth peripheral manufacturer of corrugated box.
@Akash-wb2kk
@Akash-wb2kk 2 года назад
B&B triplewall container can be a good for long term investment
@sushantachakraborty1999
@sushantachakraborty1999 3 года назад
Thanks.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
You're welcome
@saqibabbasi8948
@saqibabbasi8948 2 года назад
Kraft paper ki best mill konsi h Information de ap sir
@bamadutta2794
@bamadutta2794 2 года назад
Nice presentation. Subscribed!!! I hold N R Agarwal, when do you think pick of the industry to come to take exit?
@AMANKUMARSINGH-yp1qz
@AMANKUMARSINGH-yp1qz 3 года назад
Voice is ❤️😊
@zugu9543
@zugu9543 Год назад
Sir can you please guide me on how should I start Kraft paper manufacturing business? And is this right time to enter in this business?
@ajinkyasakriya9590
@ajinkyasakriya9590 3 года назад
I buy Orient paper at 28 now I m in loss ane suggestions ? Sell or hold ? I invested 1st time in penny stock that's why I m worrying about it
@anmolgupta2205
@anmolgupta2205 3 года назад
We Personally Use Itc , Century and Siddharth ( Duplex) . Itc has the best Quality and Demands the Highest Price. Not Commonly Traded in Wholesale. Only in Bulk qty. Min order that Itc Takes is around 4-5 Tonnes.
@kushaljaiswal361
@kushaljaiswal361 3 года назад
Can i know more on this
@nschandra3777
@nschandra3777 3 года назад
Good
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks
@mahadev7103
@mahadev7103 2 года назад
Sir coal p bhi video bnaye
@aarishnarang
@aarishnarang Год назад
SIR J K PAPER PE 4 ..BUY KARN chHIYE?
@jating4you
@jating4you 3 года назад
brother waiting for paper industry comparison video.
@jating4you
@jating4you 3 года назад
thanks for likes
@VineetJainFMS
@VineetJainFMS 3 года назад
Looking forward to company specific videos. What's your view on a company like NR Agarwal which has had high ROCE and high FCF for years? It uses waste paper and seems to somehow be a structural story.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Soon, will cover NR Aggarwal too in the subsequent video
@VineetJainFMS
@VineetJainFMS 3 года назад
@@TheLogicalInvestor Thanks Can you give me a one sentence summary though? I'm invested from 180 levels with 5% of my PF
@VineetJainFMS
@VineetJainFMS 3 года назад
?
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Hey, I am still in the process of reading about it in detail. Will let you know soon.
@amitsawhney04
@amitsawhney04 3 года назад
Thanks for sharing this information. Don't you think there would be a structural decline in WPP esp post covid. I am assuming the 80-20 rule would apply here also ie. Top 20% of the well off people would be consuming 90-95% of paper and all of them are moving online and have very low requirement of paper. Kraft paper instead has a structural uptrend because of boom in e-commerce.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
The growth in WPP was already slow and Covid will further slow it down. I feel more and more players are diversifying into making both WPP and Kraft.
@ST-mv7gj
@ST-mv7gj Год назад
are you tracking West coast paper ? is it at its peak yet ?
@LN-od8gc
@LN-od8gc 2 года назад
What are paper stocks? Stocks name?
@Sharma60799
@Sharma60799 10 месяцев назад
Thodi choti video banaya Karo bhai saab plz. Thanks
@sidharthsrikumar
@sidharthsrikumar 3 года назад
if possible, please do add english subtitles.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Thanks. Will do so soon as the channel grows.
@mukulbhardwaj1653
@mukulbhardwaj1653 3 года назад
Sir waiting for your company specific paper industry analysis video
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Very soon
@25rada
@25rada 2 года назад
Great insights, keep rocking, sir do u run PMS or any blogs, twitter 🐦🐦 contact? I my self would like to share scuttlebutt insights Thank you
@TheLogicalInvestor
@TheLogicalInvestor 2 года назад
Thank you. No I am an individual investor. You can contact me on twitter. Go by the same name.
@krshangmittal4022
@krshangmittal4022 3 года назад
Hello sir Hope you're doing well Sir, kya aap ek detailed video Corrugated Boxes Manufacturing par bana sakte hein jisme ye sab include ho jaaye 》Initial investment 》Working capital required 》Challenges to be faced 》Market and Demand 》Competition 》How to get Initial customers 》Is it Worth to start this Manufacturing or not 》Initially how to survive and sustain in this competitive market 》Future Prospects 》To start with Master or Mono Carton 》Expected Profit Margin in starting 》Key Market Players 》Your Views and Recommendations regarding entering into Corrugation Manufacturing business Kafi jaida cheeze puch li sir But sir aap iss topic par ek video banaynge to bhut helpful hoga I'd be highly grateful sir Take best possible care Thank you sir
@krshangmittal4022
@krshangmittal4022 3 года назад
Dear sir, Greetings of the day I've found this channel few days back and though I'm not an investor then also I've watched many videos as they're made after a deep and extensive research I know sir, you make videos from investment perspective but as your videos are extensively detailed and informative which really provides a value, I humbly request you to make a video on Corrugation Industry as it'll play a prominent role in taking key decisions related to my career Sir, I'm planning for Corrugated Boxes Manufacturing business since 1 year But I'm very sacred of competition and getting initial customers to survive as it is hard earned money of my father Therefore I humbly request you sir to make a very detailed video on the same so that the confusion in my mind gets sorted regarding: 》How would I get Initial Customers so that Plant can be in running stage just after inauguration 》Is it worth and Fruitful to start a Semi Automatic Corrugation Plant in today's era, where firstly their is lot of competition in this industry and secondly renowned legends of this field who have started 20-30 years back are well established today with Fully Automatic Plant, which produces far better quality of boxes with much less cost involved in manufacturing process as compared to Semi Automatic Machines 》Minimum Investment required as Initial outlay 》Minimum Funds to be kept for Working/Running capital 》Top Manufacturers of Plant and Machinery as information about hundreds of them are available on internet, in such circumstance how to decide best manufacturer out of them so that P&M doesn't gives trouble frequently 》Better to buy second hand Machines or set of New Machines, as most of the Corrugators advised to install second hand Machines but I personally wishes to set up Plant with Newly Manufactured First hand Machines 》List of Machines along with relevant Sizes necessary for manufacturing Corrugated Boxes, in the initial stage 》List of Machines necessary for Mono/Folding Cartons manufacturing 》How to calculate Costing of Boxes along with Final Selling Price (from where to get Structured and Formulated Excel Sheet for Costing Calculation) 》Recommend to start with Corrugated/Master Cartons or Mono/Folding Cartons 》How to make such Box, how to provide such service that completely outstands and surpasses the product of well established local competitors, to gain the Trust of Customer I know sir, बहुत बहुत सारे सवाल पूछ लिए मेने But sir, में middle class family से belong karta hu, aur mere पिता जी की private job hai, उनकी पूरी जीवन की Savings है sir, जिस से में अपने सपनों की नीव तैयार करने की सोच रहा हूँ व्यापार से कमाया हुआ पैसा व्यापार में लगाया जाये तो इतना सोचना अवश्यक नहीं होता, but Private job से कमाया पैसा बहुत Hard Earned होता है sir Hope you'll understand sir ऊपर लिखे inn दोनों comments में बहुत कुछ पूछ लिया मेने, inn सब में से apne according जो भी आप video के माध्यम से answer देंगे, उसके लिए में आपका सदा आभारी रहूँगा Taken much of your precious and valuable time sir Take best possible care of yourself and your loved ones sir Have a great day Thank you
@sachinhj9910
@sachinhj9910 3 года назад
Huhtamaki paper i have invested
@rakeshpillai747
@rakeshpillai747 3 года назад
What's your opinion on orient paper, purchase price 45.
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
will make a video about it soon.
@ajinkyasakriya9590
@ajinkyasakriya9590 3 года назад
Sir plz make video on orient paper
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
No recommendation but the paper cycle is playing out well.
@user-dv2qf6et9v
@user-dv2qf6et9v 3 года назад
Sir I buy satia industry at 96 1000 share Please suggest me What I do I am hug logg😭😭😭
@aryanyadav5654
@aryanyadav5654 3 года назад
Satia Industries 👍
@sanjaysupekar599
@sanjaysupekar599 3 года назад
I want to work in paper. I want your valuable guidance, how I can get. Pls give contact.
@jating4you
@jating4you 3 года назад
you should organise zoom meeting
@TheLogicalInvestor
@TheLogicalInvestor 3 года назад
Certainly, I want the channel's community to grow a little bigger before I do so. Thanks for the motivation.
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