Posts in category All News
Rashi peripherals “Nvidia’s preferred gem” (09-07-2024)
also , not as primary thesis , madhu kela is also in the list of investors , it is less covered institutionally, driving the data center theme , as more quality capital flows into this sector they will look at strong established partners in this sector to provide them with electronic equipment’s and rptech stands strong in this segment , i do agree with Ashar also about the trading company, but if someone in this industry has to leap from a trading company to a larger corporation with value add , they are well positioned to grab this opportunity, and NVIDIAS computer share increasing in B2B utilities will directly benifit them in sectors like pharma ( just gave u a small summary of my thesis ) , management seems very confident
disclaimer - invested from 335 , 5% position
Bharat Forge shares drop 0.37% as Sensex rises (09-07-2024)
Sensex, Nifty hit new closing highs; Maruti top gainer (09-07-2024)
Shriram Finance shares fall 0.46 per cent in Tuesday’s trading session (09-07-2024)
Sumit Woods Ltd – Asset Light Real Estate Business (09-07-2024)
Hi Amit, hope you are holding the company, the company has received two orders recently worth 900 Crores and I think they will complete this order in the next 3-5 years with 16-17% EBITDA which will give them 140-150 Crores of EBITDA and PAT of almost 100 crores. Have you met the promoters? if yes whats their take?
Do you think promoters have a hunger for growth?
Do you think they will execute it well?