@All – Concerns seems to be addressed and the overhang is out from SW solar.
Technically the shakeout is also done. Now the real move on the upside should start. If the orders start coming in as well, it will be an icing on the cake
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (02-10-2024)
Aster DM healthcare (02-10-2024)
Page 15 on concall:
I think the only thing we are quite keen on is building Aster India and like I mentioned in my opening remarks as well our Chairman’s vision has always been how do we become one of the top three. So just looking at the right opportunities in terms of mergers, acquisitions that are available that will help us facilitate. So we’re just being opportunistic on that, looking, keeping our eyes open. We could not really focus on any of this until the GCC segregation was
over. So I think since that has given us kind of a cleaner slate now, it just opens up for other combinations and opportunities to be explored. So hopefully we’ll have something more concrete to mention in the next couple of quarters.
My Portfolio (Updates and Suggestions) (02-10-2024)
Can you elaborate on your real estate investment?
Auto Industry in India – We had a chequered Past, can we expect a bright future? (02-10-2024)
How many companies make E- Scooters in India ?
I find there are total of 68 manufacturers of E- Scooters as of date. List is given in the link below along with its listed price.
Though the E-scooters can grow steadily, but E-Scooter can not be a commodity. It is a product that is based upon innovation & Technology.
It is just not assembling an e-scooter out of components. For ensuring reliability of the product, It requires Good manufacturing practises , Quality control systems, Sales and After Sales Service Network of dealers and distributors, Spare parts etc which requires a lot of capex, trained man power and finally building the brand.
Bajaj, TVS, Hero have taken 45-50 years to build the infrastructure and its Brand.
Though the market opportunities could be huge for low end 2 wheeler scooters, (considering the EV penetration is low at 10% now ) , with so many players in the game , only the fittest would survive
India now has 19.9% weight in MSCI Emerging Market Index, very close to China’s 24.42 % (02-10-2024)
India’s weightage in the MSCI Emerging Markets Index has reached 19.9 per cent, very close to China’s weightage which has dropped down to 24.42 per cent from nearly 40 per cent in 2020.
Anant Raj Limited (02-10-2024)
They have released the pictures of building in their latest presentation.
This gives me impression that they have physical infrastructure to execute the 300MW they are talking about.
Their business partner Orange business manage an extensive network of data centers which are integral to their global IT and cloud services infrastructure. These facilities support a wide range of services, including cloud computing, managed IT, and cybersecurity services, catering to a diverse client base from enterprises to government entities.
Given the physical infrastructure of Anant Raj and data center and cloud services of Orange I am quite confident that between the two they can implement the data centers they are talking about. They have already implemented 6MW.
I think Yotta is a older player and Anant Raj is a later entry into this business line.