Hurriyat Conference chairman Mirwaiz Umar Farooq said they are ready to engage with the BJP-led Centre for Kashmir issue resolution. He emphasized dialogue over conflict, referencing Prime Minister Modi’s remarks at the BRICS Summit. He also called for investigations into recent terror attacks in Ganderbal and Baramulla districts of Jammu and Kashmir.
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
For Solar farms & commercial projects, what is the % of String Based Inverter vs Central ?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
All sub-components of the value chain like cables, aluminum frames, glass, inverters, etc all will benefit including evacuations and grid connectivity components like transformers, SCADA etc
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Also which are the proxy industries like Solar Cables etc which can be the beneficiaries to the growth in the Solar Industry?
Urban enviro waste management (25-10-2024)
Full year profit in 6 months
BM_Outcome_25102024_25102024155022 (1).pdf (2.3 MB)
Disc invested
Sensex tanks 663 pts; IndusInd Bank plunged over 18% (25-10-2024)
From the 30 Sensex pack, IndusInd Bank plunged over 18.50 per cent after the firm reported a 40 per cent decline in September quarter net profit at Rs 1,331 crore, pulled down by concerns over its asset quality. Mahindra and Mahindra, Larsen and Toubro, NTPC, Adani Ports, Tata Steel, Maruti, Bajaj Finance and Titan were also among the laggards.
E-pack durables – ODM worth a serious look (25-10-2024)
In one of the concalls/tv interviews of mgmt of one of the above companies I heard the argument against this which is something like – Since the demand and manufacturing is more in 2 quarters and not year around, this will reduce efficiency/utilisation of manufacturing plants of AC OEMs in low demand periods since they cant use it for other products/purposes. But with suppliers (who work on multiple products, not just ACs) they can utilise their capacity for other products manufacturing hence giving better efficiency/utilisation. As a result OEMs will still largely depend on suppliers for AC manufacturing.
I think that makes sense.
Shri Keshav Cements & Infra (25-10-2024)
Its EV/Ton, so Shri Keshav should have 750cr EV (Current EV is 545cr). So still undervalued, but not astronomically so
Gravita India success story (25-10-2024)
Yes, but no new names