Prepared a short history of evolution of Indian IT sector. Request seniors to add any more nuances that I may not have captured.
Mahesh
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Posts in category Value Pickr
Understanding IT sector (29-09-2023)
Endurance Technologies – Quality focussed Auto component manufacturer (29-09-2023)
Capex after a long time. Is it the right time. Probably yes. On ground and reports are pricing in recovery in auto ancs.
Also on account of raw material easing. The space is liking to see tailwinds in the medium to long future.
Endurance has been performing well on earnings as they have done well Vs the sector consistently. Management pedigree is class. Maxwell acquisition is something which can attract a lot of eyes once the sub segment ie BMS ripes well.
Endurance Technologies – Quality focussed Auto component manufacturer (29-09-2023)
Capex after a long time. Is it the right time. Probably yes. On ground and reports are pricing in recovery in auto ancs.
Also on account of raw material easing. The space is liking to see tailwinds in the medium to long future.
Endurance has been performing well on earnings as they have done well Vs the sector consistently. Management pedigree is class. Maxwell acquisition is something which can attract a lot of eyes once the sub segment ie BMS ripes well.
Vivek Gautam Portfolio (29-09-2023)
RR KABEL touches 1427 today after getting listed at 1150 to 1180 range .
Hope VPers benefitted from headsup
Discl- Invested and biased. not sebi regd
Vivek Gautam Portfolio (29-09-2023)
RR KABEL touches 1427 today after getting listed at 1150 to 1180 range .
Hope VPers benefitted from headsup
Discl- Invested and biased. not sebi regd
Praveg Ltd: Play on Indian Tourism Industry! (29-09-2023)
If you check the document, it clearly mentions Praveg Limited in Page 16 section about background of acquirer.