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Posts in category Value Pickr
JTL Industries – Fast Grower at an inflexion point (19-02-2024)
JTL is in secondary steel however Apl in primary steel. Whenever there is big gap between primary and secondary steel, market shifted towards secondary steel.
JTL Industries – Fast Grower at an inflexion point (19-02-2024)
JTL is in secondary steel however Apl in primary steel. Whenever there is big gap between primary and secondary steel, market shifted towards secondary steel.
JTL Industries – Fast Grower at an inflexion point (19-02-2024)
Even I had a similar feeling while reading the con call about how they were talking about doubling capacity and so on. Given that other players are also increasing capacity, shouldn’t overcapacity translate to lower margins for all or is the demand so monumental that the excess capacities will be absorbed?
Disc: studying
JTL Industries – Fast Grower at an inflexion point (19-02-2024)
Even I had a similar feeling while reading the con call about how they were talking about doubling capacity and so on. Given that other players are also increasing capacity, shouldn’t overcapacity translate to lower margins for all or is the demand so monumental that the excess capacities will be absorbed?
Disc: studying
Policybazaar – Insurance Online (19-02-2024)
New business vertical going to come, First private company going to compete the monopolistic General Insurance of India in Re-insurance segment, here is the public announcement of principal approval (not final) form IRDAI
PB_fin.pdf (410.9 KB) , does anyone have any idea of economics involved in this Reinsurance vertical…?
JTL Industries – Fast Grower at an inflexion point (19-02-2024)
JTL is extremely small right now but when they talk about growing 3x the industry and having 25% market share in 3-4 years, I am trying to understand why they feel so confident in taking market share away from current providers.
For example, if they believe that they can replace demand served by imports or demand served by unorganized players, etc.