I have uploaded my high level model on Websol as a part of my post “Pratik’s portfolio review”
Posts in category Value Pickr
Websol energy system ltd (11-10-2023)
I have uploaded my high level model on Websol as a part of my post “Pratik’s portfolio review”
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Could someone kindly explain how NEP would benefit the company? I realise that the company is mostly functioning at full capacity, so will NEP simply help by raising paper prices?
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Could someone kindly explain how NEP would benefit the company? I realise that the company is mostly functioning at full capacity, so will NEP simply help by raising paper prices?
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Company received order for 34,000 MT worth Rs.340 cr.
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Company received order for 34,000 MT worth Rs.340 cr.
Shivalik Bimetal Controls Ltd (SBCL) (11-10-2023)
Not sure how to interpret this since ASIL certifications are primarily required in EU region. Positive side is since Shivalik posses this “.05%” accuracy it can eat away pie from Isaballe Hutte if they can’t meet the mark.
Does this mean Shivalik has overcapacity ? eye opener is China world’s largest EV market ,Who is vendor for their need ? with 2 companies and how mancy EBW Guns ?
Is this the reason behind expansions by Shivalik, readying for the action ? Production lines are getting ready with below evidence
Will Customer becoming competitor impact margins ? or will it be offset by below one
Disclaimer: Invested and Biased.
Views are personal and might be wrong
Shivalik Bimetal Controls Ltd (SBCL) (11-10-2023)
Not sure how to interpret this since ASIL certifications are primarily required in EU region. Positive side is since Shivalik posses this “.05%” accuracy it can eat away pie from Isaballe Hutte if they can’t meet the mark.
Does this mean Shivalik has overcapacity ? eye opener is China world’s largest EV market ,Who is vendor for their need ? with 2 companies and how mancy EBW Guns ?
Is this the reason behind expansions by Shivalik, readying for the action ? Production lines are getting ready with below evidence
Will Customer becoming competitor impact margins ? or will it be offset by below one
Disclaimer: Invested and Biased.
Views are personal and might be wrong
Permanent Magnets – Business under transformation? (11-10-2023)
Did they talk more about the opportunity size in smart meters in numbers?
Using AI in any way to improve their efficiency ?
Permanent Magnets – Business under transformation? (11-10-2023)
Did they talk more about the opportunity size in smart meters in numbers?
Using AI in any way to improve their efficiency ?