Tijori | View Key Non Financial Metrics from Annual Reports

Yes, promoters salary is certainly important. Soon we will provide access to add whatever custom ratio’s you want since each user has his/her own preferences.

Thanks for the support @rajsuccess.

To answer your question regarding our plans - We want to try and bring the quality of data that providers such as Bloomberg, reuters & CMIE bring, to the retail investor.

Our focus is to provide a comprehensive overview about the company & its business performance and we’re trying to do that by compiling alternative data about company’s such as market share, op metrics, EXIM, company wise sales collected from stockists/distributors, detailed revenue break-up etc. At the back end we’re building a company network, showing how each is connected to its competitors, investors, geography, raw materials, currency etc. We’re also in the process of integrating data from SIAM, AIOCD, ICIS, USFDA etc and giving users access to play around with & understand trends across industries.

Our next release (due in about 45 days) is filtering capabilities and we’re really excited about this, so with this you would now be able to filter for companies by combining both financial data as well as alternate data. So a sample query could be

“ Show me companies that have

net profit margin > 25% &

Gets > 60% from exports &

Whos promoter holding has invreased over the last 5 years &

Does not depend on Raw Material Crude Oil"

Some of the other features to look out for are backtesting & watchlist/portfolio tracking.

Our current challenges are identifying reliable and sustainable data streams for every single sector / industry and extract the relevant info so its meaningful for investors. Of course standard financial analysis balance sheet, p&l, cashflow, share holding etc. is a critical aspect of any investment analysis and we will be strengthening few of those features in time but since most established platforms out there have done a pretty good job of structuring and displaying this info we don’t think we can provide too much more value add in this space.

For now we’ve released this only to some select forums such as Value Pickr and we’re really grateful for the feedback both in the form of direct messages as well as analytics we derive from usage on the site. Our plan is to keep this in beta mode till about Mar-Apr, by which time we plan on plugging all the existing errors, stabilise our systems & roll out some of the features mentioned above.

We do believe that there is a growing market of investors who are willing to pay for quality data so in a few months we will roll out a subscription based model.

Until then please continue using Tijori as you’ll have been, and do feel free to write to us in case of any suggestions or if you would like us to look at any other data streams. We are using quite a few algorithms where possible so there is a decent chance of errors in the early days. Flagging such point would be very useful.

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@Sidhegde
was checking market share of Vinati organics.The source its picking is still from 2016-2017 annual reports.It should use the latest source.

Hi Nirmal,

Thanks for spotting this Nirmal, yes we’re aware that for some of the companies the source being picked up is 2017 reports, and we’re working on this as a priority. We should have the latest software update rolled out in 4-5 days.

Post that all companies (including Vinati & some others where we’re facing this issue) would be displaying data from the latest available sources.

Just a small feature update, we’ve just rolled out a new screen capturing the Historic Share Holding Activity

Now for any company you could get:

  1. Overview of the current share holding structure:

  1. Historical View (10 yrs) of Share Holding Structure Movement between the key stake holders.

  1. Go through the detailed line items of the share holding structure in a table form.

And as always all line items in the tabular columns can be plotted and compared against competitors by clicking the chart logo.

Capture6

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Dear Sidhegde

HNI holding is missing in share holding pattern? See if you can add into it.

Secondly in your Financial/Analysis section if you can add marketing expenses of a company would be great . These are just suggestions.

Hi Salman,

Regarding the marketing expense - we’ve currently captured advertisement spend for FMCG and most retail companies. Will look into increasing the coverage of companies covered soon.

Regarding the HNI holding - we haven’t been able to identify a sustainable/ reliable source to extract this info. Please let me know if you come across any source and we will look into it.

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Tijori is an excellent website. It continues to be the only website which provides source for each piece of information it hosts. Marvellous work by the team.

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Dear Sidhegde

Reg HNI share holding pattern i always refer to trendlyne, Bajaar.me & phreakonomics websites. Since i am not IT guy & not having much knowledge how one get source to create website, you may check source info with Phreakonmics.in as he is member of Valuepickr as well.

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Okay thanks Salman, got your point.

We are currently working on this one, we are building a section regarding the shareholding pattern of the promoters and other prominent investors. We will update this in the shareholding screen soon.

Will drop you a note once we have this out.

Hi Sidhegde

Can you check if possible
1- Customers & suppliers info in Pharma Companies or for that matter with other sectors as well. I did find supplier info in auto sector companies but no customers info.

2- Secondly can we get list of companies by searching >60% of share market etc

rgrds

Answering your queries below:

  1. Customer/Supplier Info - We extract our data primarily from reliable sources such as the Annual Report, Investor Presentations, Company Websites etc. So if the company happens to mention a customer/supplier we will extract that data and display it irrespective of which sector it belongs to. We’ve also noticed that this kind of data is generally more available in consumer facing industries such as auto as opposed to the pharma or chemical industries.
    We will soon be tying up with various industry bodies, so hopefully would be able to get you more data then.

  2. Filtering - Yes soon we will roll out a feature which will allow you to query for any financial/business metric you see on the website.
    Eg: (a) companies with mcap<1000 Cr & market share >25%
    (b) show me companies which supply to the aviation sector.
    (c.) show me companies that do not use raw material ‘oil’
    etc.

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hi…your site is ver informative and simple…

we want forthcoming result date in your column …

Nice website.:+1::+1:
It would be great if you could include historic share pledge % by the promoters.

Thanks Karthik: )

We’re going to create a company watch-list where you would get alerts such as results announcements etc. However, we’re working on some other features prior to that. So it may take us some time to complete this. Will keep you posted.

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Thanks Sujay: )

We actually have this data & makes sense to show the historic pledged positions. So will roll this out soon. Thanks for pointing it out.

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@Sidhegde
hi just some recommendation if u can incorporate.
1.In connections can u show data historical prices of key products and key raw material ??it would be of great help.

If you can add it to historical chart of Promoter Share Holding. So one can compare easily when Promoter is selling shares & creating additional Pledge.

@Nirmal - This functionality is very important to us & as of now we have subscribed to various industry bodies/associations so we get the current & historic price of various products / raw materials. We’re still in the process of stabilizing some of these data sources so it may take us some time. Will definitely keep you posted.

@sujay85 @Salman_kn99 - Thanks for your suggestion of including historic positions of pledged shares. We have added the feature in the share holding tab as shown in green below. You can change the time-scale to see how the pledged holding has evolved over time.

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