KPIT Tech to acquire 13% in Swiss cloud-based in-vehicle gaming startup
Posts in category Value Pickr
Investing Basics – Feel free to ask the most basic questions (25-12-2023)
Definition has to be changed.
VMs or Vehicle Manufacturers are also known as OEMs.
Ancillaries are the ones who supply to them.
Trent — A value unlocking story from the house of TATA (25-12-2023)
Trent has a inhouse design and manufacturing and thats a huge advantage . I would suggest to visit westside / Max / zudio / pantaloons.
I have tried Max as thats nearest competition to Zudio but didnt like the quality 
. Have tried westside lower end tshirts quality is great ( persoanl view ).
The market size of Zudio and Max is huge if catered with right product + experience + value for money that itself i would call a Moat .
If you observe dmart or Titan they have harnessed on same thing ( experience + quality + right product )
Also westside + zudio has large format store which generally are hard to replicate as getting such huge space at certain location will eventually be not so easy.
I have tried experimenting visitng these stores and hence i find they do have a Moat at these times.
Investing Basics – Feel free to ask the most basic questions (25-12-2023)
Wikipedia describes the part manufacturing company (& not final vehicle manufacturer) as OEMs
Great articles to read on the web (25-12-2023)
Opposing view regarding battery swapping:
Landmark Cars – Listed premium Car dealership in India (25-12-2023)
I can take the second question. I have been driving an EV for more than 18 months now. I need to get the car serviced every 8000 kms. The cost of each service is definitely lower as compared to an ICE vehicle. But the frequency of getting the car serviced is pretty much the same.
So updates OTA aane ki wajah se car ki servicing requirement khatam nahi hoti.
Natco Pharma: Focusing On Complex Products (25-12-2023)
@Rocky_Chow did you get a clarification from Natco management on discrepancy between Q1 and Q2 presenation on Para IV filings and approvals so far?
Landmark Cars – Listed premium Car dealership in India (25-12-2023)
Few questions:
-
Business standard article mentioned that almost 20% of Mercedes sales are happening online, and what I also understand that the money in fresh sales is driven through the insurance commission. So with increasing direct OEM sales, who earns this insurance commission? or are the dealerships adequately compensated for the loss of commission (as well as trail?)
-
With EVs increasing (understand premium end has seen more penetration of EVs), wont the after sales requirements actually reduce, as updates can be pushed OTA and anyways there are far more lower moving parts which actually need servicing/maintainence
Deepak’s portfolio requesting feed back (25-12-2023)
how do you come up with the 20 stocks max criteria ?