CDSL – Stock for our children (09-10-2024)
I have put this up in my notes. I will be tracking these growth variables going forward. Thank you!
Buy TRIL for Target Price of ₹980 (45% upside) (09-10-2024)
TRIL: HV power transformer manufacturers are seeing a Goldilocks phase of T&D cycle – high demand (domestic +exports) coupled with short supply spurring premium pricing & margins. TRIL's order book is ₹35Bn, margin outperformance continues. TP ₹980 (45%)
Nomura sees robust growth ahead for domestic asset management cos (09-10-2024)
Forecasts industry AUM to grow at an 18% CAGR between FY24-30
Zaggle_A platform to address pain points for enterprises (09-10-2024)
They’ve repeated in interviews that they’re tempted to up the guidance looking at the performance in the first 2 quarters, so it’s very likey that the 45% guidance is very conservative.
AAP writes to Election Commission over voter redistribution plan in Delhi (09-10-2024)
AAP has raised concerns with the Election Commission of India about redistributing excess voters to less populated booths, fearing logistical challenges with the proposed plan. They suggest capping voters per booth at 1,000 and keeping family members together, or creating additional booths if needed.