Cosmo Films to Cosmo First, a commodity business transforming to a specialty business. Cosmo First is available at low PE of 6 times although moving towards specialty.
Cosmo Films is into the manufacturing of plastic based commodity films. Recently the company has changed their name to Cosmo First and added two new segments - Specialty Chemicals and Zigly (petcare).
In this video we will understand the business transformation story of this undervalued small cap company with high growth potentials and in depth analysis of cosmo business verticals i.e BOPP and CPP which are crude based products, primarily used in flexible packaging. Cosmo is also entering into the manufacturing of BOPET. It also manufactures synthetic papers which have huge growth potential. In the end we will also compare Cosmo with Garware Hi-Tech
Can this business get rerated when transformation from commodity to speciality will complete ?
Watch the full video for complete understanding !
Micro Cap Club Membership : bit.ly/471xjtg
Model Portfolio : www.valueeducator.com/advisory/
Praj Industries Webinar : www.valueeducator.com/upcomin...
Check more details on : www.valueeducator.com/
Follow me on :Twitter : / valueeducator
Instagram : / valueeducator
Facebook : / valueeducator
Email: value.educator@gmail.com
#cosmofilms #cosmofirs #valueeducator
Timecodes
00:00 Introduction on Cosmo First
01:52 Cosmo History
02:28 Products
04:05 Business Segments
04:45 Films Business - Flexible packaging, Laminates Films, Label Films &Industrial Films
08:50 Value Chain
09:25 Categorisation of Films
09:48 BOPP Industry Outlook
10:42 Specialty Chemicals - Masterbatches, Textiles Coating Chemicals & Adhesives
16:53 Petcare - Zigly
19:12 Capex Plans and Asset Turnover Ratio
20:41 Future Growth Engines - Synthetic Paper, Direct Thermal Printable, PVC free Solutions, Heat Reduction Films & Shrink Label Films
22:56 Manufacturing Plants and Capacity
24:25 Metallized Films
26:23 Competition
26:44 Financials
29:59 Comparison with Garware Hi Tech Films
31:59 Risks
Негізгі бет Cosmo first Detailed Fundamental Analysis | Specialty Business at 6 PE ?
Пікірлер: 66