What action will ED/ CBI, SEBI, RBI AND MCA may take on Companies involved in Mahadev book (hawala) case? Against which allegations of having issued preferential shares to Tibrewala (or his Company)are made.

Any link of this news?

Hdfc demerger again, 6 months back they said it was a good call,

Hey everyone! Lets talk about the Noida-based manufacturing firm in the Electronic Manufacturing Space (EMS) that is now popularly known as India’s Foxconn globally. Almost every major electronics equipment manufacturer (think Apple, Samsung for smartphone producer, or Google in Television), are either in talks or have inked deals for manufacturing in this space.

They are present in 9 verticals – LED bulbs, televisions, refrigerators, washing machines, security surveillance and others. They have over 17 manufacturing factories and 3 R&D labs to build and grow their business. Another 6 factories are in pipeline which gives it enough capacity to thrive in FY24-25.

Their current deals with Philips, Xiaomi, Panasonic are all helping it grow its own R&D through series of joint development programs. It is also entering the new high-margin areas like drones, electric vehicles etc.

The fundamentals of this company are strong and are expected to rise with the new Capex investments in improving capacity and streamlining operations. However, the share price has grown by 260% already in last one year which creates a skepticism on its future price growth.

There is modest upside that still remains in the share based on my valuation models. However, as it reacts on every news, the rise can be even more meteoritic.

I have done a company analysis and included my valuation models here.

The Next Big Stock Idea | Has this manufacturing star become a trading stock? | Dixon Technologies

Let me know your thoughts on it. Thanks!