That is fine but this is quite important to know. It is not like Suzlon and Inox can overnight decide to do these kind of big turbines (15 MW). It will take years of R&D and certifications. Hence I didn’t think the post was relevant in this thread. Happy to be corrected.
Posts tagged Value Pickr
Hariom Pipes Ltd: A Capex Play! (05-02-2024)
Little to No impact, I think so…
One of my friend has contacted their IR team & they told no impact on operation + when flood came I checked their plants location & flood area (through map), I found their plant are little away from flood
Also, if operations were affected then it might be already reflected in price as whole tubes sector is in stage 2 and this one is consolidating & falling…
Rest one can know the impact on 9th Feb
Disc: Invested & Biased
Hariom Pipes Ltd: A Capex Play! (05-02-2024)
Little to No impact, I think so…
One of my friend has contacted their IR team & they told no impact on operation + when flood came I checked their plants location & flood area (through map), I found their plant are little away from flood
Also, if operations were affected then it might be already reflected in price as whole tubes sector is in stage 2 and this one is consolidating & falling…
Rest one can know the impact on 9th Feb
Disc: Invested & Biased
INOX Wind (05-02-2024)
There are no offshore projects in india either. This is the first major announcement by GOI for offshore wind.
Everything is happening first time.
INOX Wind (05-02-2024)
There are no offshore projects in india either. This is the first major announcement by GOI for offshore wind.
Everything is happening first time.
GHCL – Soda ash & home-textiles player (05-02-2024)
China +1 theory launched during chemical bull run, now boomeranging and hitting hard for all chemical stocks.
Lots of cheap dumping are eating top and bottom lines of Indian chemical industries. Companies having huge capex and more dumping going forward will give tough time for Indian chemical companies. Slow down in China, will make more worst situation as excess capacity from china and other producing countries will find easy way to India!
Let’s wait and watch for few more quarters… cheap might get more cheaper for entry!!
SmallCap Hunter : Trying to find the dark horses with triggers (05-02-2024)
infobeans tech
innovana thinkslab
ksolves india Ltd
INOX Wind (05-02-2024)
Neither Suzlon nor Inox wind make turbines suitable for this.
SmallCap Hunter : Trying to find the dark horses with triggers (05-02-2024)
Hi Ashish Kacholia last increased stake in Sept 2023. I do not have information beyond that. Being a SME their growth story will unfold only in May 2024 when they post their H2 results. They may take bit of hit from European recession. Do not have sufficient data to comment on bull rally, let us hope that no operator is actively involved in the stock.
