MSTC Ltd.: Growth through to E-Commerce (02-10-2024)
This research is as of March this year when Mgmt expected scrapping of old vehicles to pick up post election. I clearly overestimated this helped by mgmt bullish views after I spoke to them.
Just FYI, the 0.7m is for FY 2026, still probably optimistic number but just incase.
Also, I do not plan to update these numbers until MSTC declines substantially to me margin of safety. If and when I do, happy to share on this forum.
Arvind Kejriwal to vacate Delhi CM residence in 1-2 days; house finalised near party headquarters: AAP (02-10-2024)
Arvind Kejriwal, AAP convener, has finalised a house in New Delhi and will move in with his family within one to two days. He will vacate the official residence at Flagstaff Road during the Navratri period. The new house is near the AAP headquarters. Kejriwal resigned as Delhi chief minister earlier this month.
Smallcap momentum portfolio (02-10-2024)
@visuarchie Sir , list is matching with mine except MOTILALOFS
Can you please check your data for MOTILALOFS ( Motilal Oswal Financial Services Ltd).
there is a Bonus issue
2024 Jun 10 Bonus Issue
Bonus Issue 3:1
RPSG Ventures – A proxy IT play and an emerging FMCG company (02-10-2024)
Jefferies report on IPL.pdf (5.1 MB)
This report Helped me lot
Is China investible? (02-10-2024)
Summarising below news article.
1.The china focused ETF volumes spiked last week.
2.The demand for hangseng ETF is visible in the volume ~10k (HANGSENGBEES),Value ~30 Cr and MAHKTECH value ~26Cr.
During last week for average 20 sessions trade value for HANGSENGBEES was ~3cr and MAHKTECH value ~2Cr
Chinese indices have zoomed in a month.
Can someone enlighten me on the ETF, never done it…but it looks interesting…(i mean…i see money 
)
If look for a short term, may be 6 month or 1 year.(because i see my small cap PF wont move much in these times and if i want do monkey moves with extra money) How does ETF work, what is this hefty premiums ?
China pumped in over $100 bln overseas in cleantech since 2023, research group says (02-10-2024)
Since 2023, Chinese firms have invested over $100 billion in overseas clean energy projects to bypass U.S. and other tariffs, per Climate Energy Finance. Dominating in solar panels and electric vehicles, China faces concerns over market flooding. Key firms like BYD and CATL are expanding in Europe to avoid tariffs.