@mishika_chamria Nitta gelatin
Punjab chem
Arman financial ( microfinance has tailwinds)
SHILCTECH
Sandur manganese
Calcom Vision (EMS is the talk of the town)
Ishmohit Arora of SOIC hosted Saurabh Mukherjea & Krishnan, where they take us through:
1. Recognizing & avoiding naughty promoters
2. Identifying great companies to invest in
All using financial logic coded into Python!
Watch the full video here
https://t.co/7MsQ2lbpnd
If you are bullish on the chemical space, make sure you have atleast 1 or 2 quality #stocks from these 12:
1. Pidilite Ind
2. SRF
3. Atul
4. Gujarat Fluoro
5. Linde India
6. Tata Chem
7. Deepak Nit
8. Alkyl Amines
9. Vinati Org
10.Aarti Ind
11. BASF
12. Fine Org
#stocktwatch
Cyient
Mgmt indicated that typically tech refresh happens over a 15-20 year cycle in aero & 7-10 years in auto. Last tech refresh in aero was in 2007-08 & mgmt sees new cycle to emerge in 2024-26 as manufacturers such as Airbus and Boeing undertake platform refresh programs.