Related to Waaree Energies. Solar power installations are soaring in India. various companies are doing a lot of capex and expanding their categories and offerings. Extremely bullish on this sector
D: Invested
Piccadily Agro Industries Ltd (21-09-2024)
- Company to come up with ESOP policy. Honestly, if they demerge the sugar business out, from a corp governance standpoint, the management is making all the right noises
SG Mart- Can it successfully create a marketplace? (21-09-2024)
Their business model is to dwarf any steel trader in the Indian Market.
They needed money. As promoters of APL Appolo, they had goodwill in the investor community for their execution prowess. They bought out a non-active or zero-revenue old listed company valued at almost so that they could do a primary capital raise.
Why do u need that much capital. Simple u can do Pan India trading and Value added services. Steel Trading is high value low margins with the largest city based or regional based players at 400 Cr Turnover and 8-10 Cr profits.
Scale has benefits on operational performance, buying price and logistics. But all this is still at embryo stage. Can they execute will be multi billion dollar MCap question.
Buy Unlisted Shares (21-09-2024)
Waaree Energies Limited got included in the RETC PV Benchmarking report. The company said that it was the only Indian solar panel manufacturer included in this report.
Source:
D: Invested
DUSU polls: ABVP, NSUI, Left alliance release manifestoes ahead of fierce electoral battle (21-09-2024)
Student organisations have released their manifestos for the upcoming Delhi University Students’ Union elections on September 27. The ABVP, NSUI, and AISA-SFI alliance have outlined various promises, including campus facility improvements, affordable education, and student welfare initiatives. Each group aims to attract voters with distinct proposals tailored to address students’ needs and concerns.
BJP leaders extend best wishes to CM Atishi, say Delhi people have no expectations from her (21-09-2024)
BJP leaders extended their best wishes to Atishi on becoming the chief minister of Delhi but expressed skepticism about any positive change. They criticized her past performance and anticipated continued issues under her leadership. Atishi accused the BJP of conspiring against her predecessor and urged support for AAP in the upcoming elections.
Margin woes, valuations to weigh on P and G Hygiene (21-09-2024)
From its highs over the past month, the stock of Procter and Gamble Hygiene and Healthcare fell 7 per cent before recovering this week. The stock has been an underperformer over the last year and has traded flat over this period.
Axiscades Mistral Technologies Limited – Hidden Defence Story (21-09-2024)
I wrote incorrectly. It’s 160-180cr PAT as company makes 140cr EBITDA already. Edited original post.