Congress president Mallikarjun Kharge accused BJP of failing Maharashtra’s farmers, citing suicides, reduced farming funding, unfulfilled promises, and export restrictions. He claimed farmers would benefit by removing the BJP-led double engine government, advocating for a significant political change in the upcoming assembly elections.
Infollion Research Services Ltd – Moated Microcap with Differentiated business? (21-10-2024)
Personal opinion:
The management seems to be humble,honest and focused. The way Gaurav munjal answers most of the questions shows that his main motive is not to increase the valuation or share price of the company but focus on the company’s sustainable financial growth. In this bull market many companies management are giving astronomical growth guidance of 100% growth in 1 year 10x growth in 3years etc. Considering infollion’s phenomenal historical growth performance a highly optimistic guidance could have been given by the management in order to increase share prices and get a higher valuation from the market.
Disclosure : invested from lower levels
Hyundai Motor India IPO GMP recoups before listing: What should you expect? (21-10-2024)
Shares of Hyundai Motor India are expected to make their debut on the bourses on October 22, 2024. Here’s what the GMP trends suggest about the listing
Gensol-Matrix consortium to build India’s first green hydrogen steel plant, shares dip (21-10-2024)
The project, estimated to cost ₹321 crore ($38.5 million), will receive 50% capital expenditure support from the Government of India.
Mahanagar Gas Ltd – a natural monopoly (21-10-2024)
There are might be few private companies which might benefit by this cut in domestic CNG distribution by the PSU companies like GAIL.
Investors should probably look for those companies which might be importing CNG and Selling in India at higher cost / spot prices than GAIL. Those companies might benefit by this policy change.
If some one can research on this area further, we might able to find some winners outside Mahanagar Gas and other CGD companies.
This is just a thought. I am not sure about this.
No Investment in MGL as of now.
Neuland Laboratories Limited – Transformation towards niche APIs? (21-10-2024)
Semaglutide & Liraglutide are GLP drugs that now form the first line of treatment for diabetes and weight loss. Semaglutide alone did sales in excess of $14B, and thanks to its meteoric rise, Novo Nordisk’s market cap crossed Denmark’s GDP (not comparable, I know, but you get the point). If you happen to know a diabetologist or an endocrinologist, talk to them; they’ll tell you about the revolution. Once they hit the generics market (semaglutide will be out of patent in 2026), manufacturers and branded comps will have a feast. Neuland is one of the initial manufacturers making progress in this space. So yes, Neuland is more special than people realise.
Rajiv Bajaj is confident about Bajaj Auto’s fair value of ₹20,000 & bought the stock when it dipped. (21-10-2024)
Rajiv Bajaj is confident about Bajaj Auto's fair value of ₹20,000 & bought the stock when it dipped. "I am certain I am going to buy .. It corrected 20% based on temporary understanding of evolving situation & presents a nice upside in the weeks to come"
![[IMG]](https://pbs.twimg.com/media/GaZRdzVbUAA29dd?format=png&name=small)
Tainwala Chemicals & Plastics (India) Ltd leads gainers in ‘B’ group (21-10-2024)
Pilani Investment & Industries Corporation Ltd, GFL Ltd, SIL Investments Ltd and Oriental Aromatics Ltd are among the other gainers in the BSE’s ‘B’ group today, 21 October 2024.
Hyatt Hotels launches new luxury venue in Mumbai (21-10-2024)
Social gatherings and events held at hotels have seen an exponential rise since the pandemic and to cater to that segment, Hyatt Hotels has launched a luxury venue in Mumbai. Last week, Hyatt launched ‘The Grand Showroom’ which is a luxury venue customisable for events ranging from corporate parties, luxury weddings to high-profile occasions. This venue is an addition to its existing property in the city – Grand Hyatt Mumbai.