Each to his own I guess, but I’m not comfortable picking a minor technical detail in NPST’s tech stack and calling it a MOAT. Blindly assuming that this well known technique has/can only been implemented by NPST is too much of a stretch to me.
Again , I’m not underplaying it’s usefulness, but it’s just not a MOAT for me.
Posts tagged All News
NPST – Technology Provider for UPI Tech (19-11-2024)
PSP Projects – Construction Company (19-11-2024)
The deal values PSP Projects at Rs 575 per share, 15% lower than its closing price on Tuesday.
Why they had to it at discount? This is near to the lowest price of the last year. Some side deal 
?
Disclosure: Invested
Climate finance: India, others face EU resistance (19-11-2024)
Talks on global climate finance virtually ground to a halt last week at COP29, the annual United Nations (UN) Climate Change event in Baku, Azerbaijan, as the developed world, led by the European Union (EU), and developing countries including India, Brazil, South Africa, and a clutch of island nations and African countries faced a wide chasm between their expectations. This has raised doubts about whether an agreement can be reached this week or whether talks will spill over to COP30, to be held next year in Benem, Brazil.
Maharashtra polls: Seizures amount to Rs 660 crore, 8,668 C-Vigil app complaints resolved (19-11-2024)
Maharashtra witnessed the seizure of over Rs 660 crore worth of illicit items, including cash and alcohol, during the assembly election enforcement period. The Election Commission’s C-Vigil app proved instrumental in addressing 8,668 out of 8,678 complaints, ensuring a transparent election process.
Bihar Cabinet approves Rs 225 crore for ‘Mahila Samwad’ programme (19-11-2024)
The Bihar cabinet has allocated Rs 225 crore for ‘Mahila Samwad,’ a program where CM Nitish Kumar and officials will visit districts to inform women about government policies for their empowerment. The program aims to engage with women in rural areas and understand their expectations.
Beta Drugs Limited (19-11-2024)
Informative, thanks for sharing
Tinna rubber – recycling a rubbery growth path (19-11-2024)
Which app are you using??
Frontier Springs – has departed, whats the next destination? (19-11-2024)
Q225 Call Notes:
- Mgmt. reiterates it’s topline guidance and thinks the current margins are maintainable.
- Good order book on Coil Springs due to emergency procurement for LHB coaches.
- New upcoming forging capacity also has received order from Railways.
- No major capex planned and small incremental capex can support the growth guidance.
- Air spring division keeps receiving regular orders and has received orders worth 50+ cr. on top of what was informed to exchange (and to be delivered by Dec’24).
Disc: Transactions in last month.
Follow KYC norms or face action: RBI to banks (19-11-2024)
RBI Deputy Governor Swaminathan J has asked banks to follow KYC guidelines with both “precision and empathy”, failing which regulatory actions will be taken against them by the central bank. Addressing a Conference of Directors of Private Sector Banks here on Monday, the Deputy Governor also expressed concern that in many cases, customer grievance mechanisms, including the Internal Ombudsman structure, are treated more as a formality than as a robust, effective resource.