All I can say is I would have more confidence in their Premium segment strategy than their electric segment strategy. Whether Premium segment bears fruit outside of Harley we should know in the next year.
Posts in category Value Pickr
Hero Motor – Leader in two wheeler (05-04-2024)
All I can say is I would have more confidence in their Premium segment strategy than their electric segment strategy. Whether Premium segment bears fruit outside of Harley we should know in the next year.
Is Buy and Forget a Myth? (05-04-2024)
Company like waaree energy, All defence PSU are dependent on Govt Capex program, stock price can even reflect business of future 6 years assuming market leadership, stock price may sky rocket and PE will take a back seat as analysts have some data for DCF due to 350 GW solar addition by 2030. These type of stock may remain in a long time correction as more capacities are floated in coming years and future prospects start dimming. Its like too many market participants chasing one golden egg. You will never know when time correction will start and in a longer term average return ratios will dilute drastically. See the example of Dmart, Britannia, HUL. I will cooly avoid waree energy at this moment. Solar panel is a commodity and easy to build capacities. Average justified PE can’t be more than 15.
Is Buy and Forget a Myth? (05-04-2024)
Company like waaree energy, All defence PSU are dependent on Govt Capex program, stock price can even reflect business of future 6 years assuming market leadership, stock price may sky rocket and PE will take a back seat as analysts have some data for DCF due to 350 GW solar addition by 2030. These type of stock may remain in a long time correction as more capacities are floated in coming years and future prospects start dimming. Its like too many market participants chasing one golden egg. You will never know when time correction will start and in a longer term average return ratios will dilute drastically. See the example of Dmart, Britannia, HUL. I will cooly avoid waree energy at this moment. Solar panel is a commodity and easy to build capacities. Average justified PE can’t be more than 15.
Tejas Networks – Product based IT business in a favored sector? (05-04-2024)
Yes. This is an home grown Direct to Mobile technology developed by Saankhya Labs and IIT Kanpur. With this technology, you will be able to stream videos to your mobile phones without SIM cards or any Internet data packages. This technology is going to be transformational globally. India’s technology to the global market. This will be very useful for the last mile connectivity for people living remotely. Out of 280 million households in India, only 190 million have television sets. India is planning to use this for establishing a nationwide emergency alert system. Videos can be transmitted like radio waves that can be received by the public on their D2M phones just like audio transmission is being received by a radio. Market potential is very huge. Africa, South America, Asia and even western countries. I dont know whether Saankhya and IIT have patented the technology. Tejas owns 64+ % stake in Saankhya.
Tejas Networks – Product based IT business in a favored sector? (05-04-2024)
Yes. This is an home grown Direct to Mobile technology developed by Saankhya Labs and IIT Kanpur. With this technology, you will be able to stream videos to your mobile phones without SIM cards or any Internet data packages. This technology is going to be transformational globally. India’s technology to the global market. This will be very useful for the last mile connectivity for people living remotely. Out of 280 million households in India, only 190 million have television sets. India is planning to use this for establishing a nationwide emergency alert system. Videos can be transmitted like radio waves that can be received by the public on their D2M phones just like audio transmission is being received by a radio. Market potential is very huge. Africa, South America, Asia and even western countries. I dont know whether Saankhya and IIT have patented the technology. Tejas owns 64+ % stake in Saankhya.
Linde India Ltd. – A Case Study by a Newbie! (05-04-2024)
Sebi should carry out similar investigations for many other MNC , who follows similar modus operandi
Linde India Ltd. – A Case Study by a Newbie! (05-04-2024)
Sebi should carry out similar investigations for many other MNC , who follows similar modus operandi
Godawari Power – Any Trackers? (05-04-2024)
The more you read this post and see the messages which later got deleted, the more you realise that all posts have to be read with a pinch of salt. Any story which seems too good to be true, most probably isn’t.