Another selling from Pabrai Investments
This sale has reduced their investment from 6% to 4% now. Interesting
P. S. : I plan to remain invested.
Another selling from Pabrai Investments
This sale has reduced their investment from 6% to 4% now. Interesting
P. S. : I plan to remain invested.
Why smaller players like E2E networks will have edge over others – explained
Now the market cap has crossed 1000 cr – hopefully it will be out of ASM.
Om…thanks…nice information.i’d think export hub for hydrogen is less probable as such only future holds reality …there r many articles on it…but in short “water & sun, key ingredients for green hydrogen is local deposits for all hence can always be produced locally “
However value additions like engineering,EPC, ammonia,methanol,urea, ethanol …i.e. anything through hydrogenation & tecnology could become export strength.
Reliace already has erected hy gas filler at jamnagar.thermax is working on EV ship.
Q3 Sales update of Mercedes Benz and BMW India
With total sales of 7108 during the Q3 FY 2024, there is growth of 7.32% in comparison to Q2 FY 2024, which bodes well for good contribution from auto components business for FM.
Mercedes New GLS की लॉन्चिंग कंपनी की 2024 में 12 कार लॉन्च करने की योजना…10 नए शहरों में करेंगे एंट्री…क्या है Mercedes का 2024 प्लान |
https://twitter.com/search?q=mercedes%20india&src=typed_query&f=live
CNBC-TV18: Interview
https://twitter.com/search?q=mercedes%20india&src=typed_query&f=live
Latest interview of Mr. Khoraiwala to NDTV.
Nothing much new, he could not quantify the market size of Nafithromycin. This drug will most likely be launched in FY25. WCK 5222 will mostly like be launched in FY26.
Wockhardt has two patents for Nafithromycin. One will expire in 2031 and second will expire in 2037.
Also for WCK 5222 they have two patents. India patent will expire in 2031/32 and I am assuming for other countries, it will expire in 2037.
India Market Open | Wockhardt And Shyam Metalics In Focus | NDTV Profit
Disclosure – Invested.
Hello Everyone,
I am based out of Ulm, Germany. Happy to join the group or on whatsapp
I think Metropolis is in bit soup. FY23 Annual Report , MD has proudly declared this at page number 21 “On the PPP front, we secured a small new contract in Delhi, which is a growing market for us,
making deeper in-roads in our non-core geographies. We have partnered with Mohalla clinics in Delhi to deliver good quality test reports to those patients who cannot afford it” .
Per vigilance 85616 tests were conducted between July and September 2023 at M/s Metropolis Healthcare Ltd..
Question is has Metropolis uniquely identify patients for whom they have collected sample. Already 3 odd crore provision in Q2 FY24 after employees faking financial entries and whistleblowing came into picture . All is not well with Metropolis. Management should come clean as news is spreading in media for last 3-4 days.
What are the advantages of adas of Tata elxi over like kpit etc
I was bit skeptical when the Coal minister said in an ETNow TV interview that India has sufficient Coal reserve which would meet our energy needs for the next 350.years.
Then , I did a little bit of research and found out that he is right.
As per GSI data which is also available in a wiki India has a coal reserve of 352.13 billion metric tons (proven) as of April 2021 & lignite reserve of 46 billion metric tonnes. pl refer wiki given below and the Minister interview in ETnow.
During 2022-23 , our coal consumption was approx 900 million metric tonnes and during 2023-24, it may be estimated at 1000 million metric tonnes approx, which is 1 billion metric tonnes.
So the minister is right. He further said that we cannot just ignore our resources and allow it to become mud.
Then what about petrol / diesel /crude oil reserve of the world…well, the crude reserve is going to last for only 47 years more. Pl refer link of “world meter” below. 47 years . .most of us will definitely survive to see the change – no diesel …no petrol m.
So the way forward is to use coal sustainably, create an ecosystem so that we can Gasify Coal, use CCUS and get whatever we want …Grey hydrogen, Blue hydrogen , urea , DAP, methanol , ethanol…
A lot of work is happening on gasification of coal with carbon capture. A lot of start ups are coming up.
IIT’s are getting involved.
UK & India have signed a collaboration to research and co-operate with each other in this area.
BHEL, Thermax are already at the top of it and others like ABB, Siemens , L&T , Reliance are likely to join.
So, We would be the export hub for Renewable like Solar Wind , hydro after converting in to Green hydrogen , ammonia and Gasify Coal with CCUS to (1) fuel our power plants (2) use Blue hydrogen from coal for converting into urea , DAP in fertiliser plants (3) methanol, ethanol from coal for fueling automobiles (4) blue hydrogen as feed stock to Oil refineries.
So, Coal is here to stay …we cannot write off…coal will give us everything we need for our energy needs in a sustainable manner.
IC engines are not going to die so soon… piston connecting rod crankshaft are going to be there …so all auto companies and ancillaries with respect to IC engines will not die so soon.
even after petrol diesel is over, Along with EV , IC engines will coexist to run on renewables like ethanol, methanol, Bio diesel , CBG, LBG , Hydrogen green and blue.
Coal in India – Wikipedia)%20of%20the%20resource
Happy New Year!
Lately I have been noticing the following in the market:
The saying ‘Markets can remain irrational longer than you can remain solvent’ couldn’t be more true. My sense is that markets in 2024 will be great for bottom up stock investors – especially in the small and midcap segments. When I say this I mean investors who pick quality stocks (basis healthy cash flows, reasonable growth, able management, private capex, controlled debt/equity amongst others) would probably be the only ones who outperform the market this year. Irrespective of events such as the general election and its outcome (which seems pretty clear at the moment), my sense is that the frenzy in PSUs such as defence and railway companies, low quality banks etc will come to a hault soon.
The winds are changing directions. What do I believe will work? Speciality Chemicals, Pharma value chain, good quality financials (large private banks, NBFCs, home financiers, auto lenders etc.), Industrial goods, and segment wise – I think some interesting microcaps trading at extremely cheap valuations will get explored and value there can get unlocked. Turning bearish on the back of high earnings multiples and “valuation discomfort” etc might have worked in 2023 but once margins recover (soon), these counters will see institutional money rushing in to them.
Speculation corner (because why not?): The markets may experience a 15% correction.
[Going to disclose my updated portfolio here in the coming threads]
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