Could someone kindly explain how NEP would benefit the company? I realise that the company is mostly functioning at full capacity, so will NEP simply help by raising paper prices?
Posts tagged Value Pickr
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Company received order for 34,000 MT worth Rs.340 cr.
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-10-2023)
Company received order for 34,000 MT worth Rs.340 cr.
Shivalik Bimetal Controls Ltd (SBCL) (11-10-2023)
Not sure how to interpret this since ASIL certifications are primarily required in EU region. Positive side is since Shivalik posses this “.05%” accuracy it can eat away pie from Isaballe Hutte if they can’t meet the mark.
Does this mean Shivalik has overcapacity ? eye opener is China world’s largest EV market ,Who is vendor for their need ? with 2 companies and how mancy EBW Guns ?
Is this the reason behind expansions by Shivalik, readying for the action ? Production lines are getting ready with below evidence
Will Customer becoming competitor impact margins ? or will it be offset by below one
Disclaimer: Invested and Biased.
Views are personal and might be wrong
Shivalik Bimetal Controls Ltd (SBCL) (11-10-2023)
Not sure how to interpret this since ASIL certifications are primarily required in EU region. Positive side is since Shivalik posses this “.05%” accuracy it can eat away pie from Isaballe Hutte if they can’t meet the mark.
Does this mean Shivalik has overcapacity ? eye opener is China world’s largest EV market ,Who is vendor for their need ? with 2 companies and how mancy EBW Guns ?
Is this the reason behind expansions by Shivalik, readying for the action ? Production lines are getting ready with below evidence
Will Customer becoming competitor impact margins ? or will it be offset by below one
Disclaimer: Invested and Biased.
Views are personal and might be wrong
Permanent Magnets – Business under transformation? (11-10-2023)
Did they talk more about the opportunity size in smart meters in numbers?
Using AI in any way to improve their efficiency ?
Permanent Magnets – Business under transformation? (11-10-2023)
Did they talk more about the opportunity size in smart meters in numbers?
Using AI in any way to improve their efficiency ?
VIP Industries : Luggage (11-10-2023)
Is anyone tracking this development or how this could impact the valuation? Also, considering Investcorp exiting by selling entire stake in Safari (only other major listed peer) last month and now this news, is industry facing some headwinds which are not known to the retail investors yet? Requesting view from senior members (@GautamBafna) as this is my first post on VP. 
VIP Industries : Luggage (11-10-2023)
Is anyone tracking this development or how this could impact the valuation? Also, considering Investcorp exiting by selling entire stake in Safari (only other major listed peer) last month and now this news, is industry facing some headwinds which are not known to the retail investors yet? Requesting view from senior members (@GautamBafna) as this is my first post on VP.
Freshtrop Fruits Ltd (11-10-2023)
Very Interesting developement for this company…
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To consider sale of “FRESH FRUIT BUSINESS” on slump sale basis on 16th October…
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To consider any other business…
Does Company want to focus on their food processing business??
( Last FY growth in this segment is 70% ).
Lets see how things pan out on 16th.
Disc: Invested from lower levels.