Posts in category All News
Holmarc Opto-Mechatronics – R&D play (20-11-2024)
@phreakv6 Appreciate your efforts and in-depth works.
I have been invested and tracking this company for last few months.
I have met & spoke with the promoter during last AGM.
Few points i would like to add here.
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Promoter is technocrat and a honest person, he knew every micro details about his company especially manufacturing / shop floor.
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This company have multi disciplinary capabilities, it requires several years of research and knowledge for setting up a company with same capabilities.
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This company can easily pivot existing capabilities to enter into new segments. For example they manufacture motors for the Lab automation equipment’s ,these small motors can be used for Drones with some improvements or tweaking. Scaling up of revenue beyond 100 cr will depend on how they successfully scale up new segments.
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Manufacturing & operations is their core strength while marketing is currently zero ,they need to setup a team for marketing, initially it will drag down the margins before it improve with growing revenue.
“Polyplex Corporation “ Are Good Days Ahead? (20-11-2024)
@Arka from which website did you get the holdings of First Water Fund?
Period of easy returns now over, taper expectations: Motilal Oswal (20-11-2024)
The recent correction in the equity market has brought largecap valuations close to their long-term averages, the report added. However, midcap and smallcap valuations remain relatively expensive
UP Bypolls Exit Polls Result 2024: BJP led by Yogi predicted to win six seats, SP three (20-11-2024)
Exit polls suggest a victory for the BJP in the Uttar Pradesh by-elections. The polls indicate the BJP will secure six seats, while the SP will likely win three. These by-elections hold significance as the first electoral test following the Lok Sabha elections.
Stress levels of over 40% of small-cap MF schemes higher than Feb amid steady inflows (20-11-2024)
This comes as investors pour in funds despite concerns over frothy valuations
Hong Kong Media Mogul Jimmy Lai Takes Stand in National Security Trial (20-11-2024)
Jimmy Lai, who is charged with national security offenses, testified that his newspaper “carried a torch to the reality” of people’s desire for freedom in the city.
Belrise files Rs 2,150 cr IPO, UPL announces Rs 3,377 cr rights issue (20-11-2024)
The company is considering a pre-IPO placement of up to Rs 430 crore. If the pre-IPO goes through, the amount so raised will be reduced from the general purposes portion of the issue