The management has been consistently under promising and over delivering. Their margin profile and assurance that they would retain these margins is very comforting.
For every GW of installed capacity, similar transformer capacity needs to be added. So the TAM in India itself is huge and then there’s huge opportunity knocking in US and EU.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (27-10-2024)
How festive trends are reshaping India’s gold market (27-10-2024)
The sector’s ability to adapt while maintaining its cultural essence suggests a robust future
E-pack durables – ODM worth a serious look (27-10-2024)
Hi @garade ,
I think both OEMs and ODMs will coexist in the long term . The AC market has just scratched the surface in terms of opportunity. At a macro level we can be rest assured of the exponential growth in AC s due to changing weather patterns and moreover India’s growth in disposable income. Also most of the ODMs are scouting for adjacencies and moving into PCB manufacturing, electronics , small appliances etc. On the other hand govt is incentivising the OEM s to set up manufacturing units locally and nudging them as well , so they will also put up units .
Midcap Momentum Portfolio (27-10-2024)
@visuarchie There are quite a lot of people interested in the weekly rebalance. Please share the Excel sheet here like in small and microcap thread. Thanks a lot for the time you put to educate us this momentum strategy.
Anant Raj Limited (27-10-2024)
Theres a court case on company:
land parcel… its 12 acre land not sure which project it belongs to…
Srivari Spices and Foods Limited (27-10-2024)
The promotor Sold nearly 11% of shares and its Rights in the market and applied rights more than his share percentage. Even though it is fully subscribed only 30 to 40 % participated in the rights that means if applied for triple the quantity the possible of getting all is high. So the promotor i assume without liquidation sold part of his shares and participated in rights and gained most . Fair or unfair it is permissible with in rule book and all 25 cr of rights money going to invest in new oil production unit hence good future on the cards.
Disc: Holding good quantities and my views may be baised
EFC – Entrepreneurial Facilitation Centre (27-10-2024)
Hi all, why the number of employees is so less (17 permanent employees) compared to Awfis (around 3k employees). I could not get the details for EFC whether they subcontract almost everything but even then 17 is too less.
Indiamart Intermesh – Indian Alibaba? (27-10-2024)
Are they facing any competition from just dial or anyone else? If they are Monopoly, it appears to be, then why churn is high and growth is low. Has the market matured already for b2b?
IDFC First Bank Limited (27-10-2024)
Looks like they have introduced a new information SMA 1 and SMA 2, product wise.
If someone can paste it here, that would be great. Also can someone help explan what this means