Hey Everyone, while I don’t have insights related to RR kabel specifically, I have compiled some data and tried to share the big insights from an Industry overview perspective on the Power cable companies
Disclosure : NOT Invested but Tracking.
Hey Everyone, while I don’t have insights related to RR kabel specifically, I have compiled some data and tried to share the big insights from an Industry overview perspective on the Power cable companies
Disclosure : NOT Invested but Tracking.
Hey Everyone, while I don’t have insights related to RR kabel specifically, I have compiled some data and tried to share the big insights from an Industry overview perspective on the Power cable companies
Disclosure : NOT Invested but Tracking.
I agree with you. EVs work better on scooters than bikes simply due to space constraints and that’s where TVS will have some advantage there.
I agree with you. EVs work better on scooters than bikes simply due to space constraints and that’s where TVS will have some advantage there.
I’ve been following Dynamic cables for sometime (NOT INVESTED).
One of the greatest insights I got in my investing career so far was from a very successful investor with more than 30+ years in the market, he said, “if you’re interested in a co’, don’t just look at that co, look at the entire god damn sector”.
I thought it was a little hardcore to be honest, who has the time after all but as I slowly started following his advice my insight generation improved massively. Infact, most times you start looking at your “idea” only to find better ones as you analyse all other comparable companies.
To that effect I compiled some stats for ALL the 20 Listed players in the country.
I’ve been following Dynamic cables for sometime (NOT INVESTED).
One of the greatest insights I got in my investing career so far was from a very successful investor with more than 30+ years in the market, he said, “if you’re interested in a co’, don’t just look at that co, look at the entire god damn sector”.
I thought it was a little hardcore to be honest, who has the time after all but as I slowly started following his advice my insight generation improved massively. Infact, most times you start looking at your “idea” only to find better ones as you analyse all other comparable companies.
To that effect I compiled some stats for ALL the 20 Listed players in the country.
Dear All, as previously mentioned by me that Shriram AMC was step down subsidiary of Shriram Finance, the same is not true. It is still owned by the promoters of Shriram Finance i.e. privately held. Also have taken confirmation from the CS that Shriram Credit (which holds Shriram AMC) is held by Shriram Investment Holdings Ltd.
With this development it warrants a 15-20% reduction in my position.
It however doesn’t change the broad thesis as I can see a lot of changes happening within the co be it hiring, distributors additions, Shriram Finance MD confirming their intent to grow this business and many changes elaborated earlier.
@RG477 @Ajitesh_Garg pls note.
Dear All, as previously mentioned by me that Shriram AMC was step down subsidiary of Shriram Finance, the same is not true. It is still owned by the promoters of Shriram Finance i.e. privately held. Also have taken confirmation from the CS that Shriram Credit (which holds Shriram AMC) is held by Shriram Investment Holdings Ltd.
With this development it warrants a 15-20% reduction in my position.
It however doesn’t change the broad thesis as I can see a lot of changes happening within the co be it hiring, distributors additions, Shriram Finance MD confirming their intent to grow this business and many changes elaborated earlier.
@RG477 @Ajitesh_Garg pls note.
Well, I am based in the middle east and consult oil and gas companies globally (have been in this industry for last 25 years) so I was giving you a first hand opinion about state of affairs but yes I am not that smart to contest some of these forecasts.
I dread what’s going to happen if oil runs out in 50 years. People who understand this industry through websites don’t know that oil and gas don’t just run our cars or planes or plants. 70-80% of the items we use or consume in our day-to-day lives have some oil and gas linkages. So I really hope our scientists find some substitutes for the sake of our kids.
Anyway, coming to main topic, not sure if I agree that Tata Power, Adani Group energy companies, RIL and L&T stocks have gone nowhere. On a 5 year basis they are all 2-10x (better than any energy PSU stock). Valuation wise even PSUs are not cheap anymore an they are all trading far above their historical multiples.
But may be you are right and may be this time PSU companies have turned the corner. Narrative looks very promising (although I have lived long enough to hear the same many years ago only to be disappointed) so I sincerely wish all the best to investors who are betting big on them.
Well, I am based in the middle east and consult oil and gas companies globally (have been in this industry for last 25 years) so I was giving you a first hand opinion about state of affairs but yes I am not that smart to contest some of these forecasts.
I dread what’s going to happen if oil runs out in 50 years. People who understand this industry through websites don’t know that oil and gas don’t just run our cars or planes or plants. 70-80% of the items we use or consume in our day-to-day lives have some oil and gas linkages. So I really hope our scientists find some substitutes for the sake of our kids.
Anyway, coming to main topic, not sure if I agree that Tata Power, Adani Group energy companies, RIL and L&T stocks have gone nowhere. On a 5 year basis they are all 2-10x (better than any energy PSU stock). Valuation wise even PSUs are not cheap anymore an they are all trading far above their historical multiples.
But may be you are right and may be this time PSU companies have turned the corner. Narrative looks very promising (although I have lived long enough to hear the same many years ago only to be disappointed) so I sincerely wish all the best to investors who are betting big on them.
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