Prateek Dugar

[Prateek Dugar @DgrPrtk]

YouTube video on Pharma Patent Cliff
#Intelsense
#Pharma
#Opdivo
#Keytruda
#Symbicort
#Prolia
#Victoza

[Abhishek Basumallick @a_basumallick]

Exploring the huge market opportunity opening up in Pharma due to the impending patent cliff.

https://t.co/BI50QEVU1Y

[Ritesh Jain @riteshmjn]

This is important to understand.

China is vacating low end manufacturing as it is not feasible for $10000 per capita economy.

So many of these low hanging fruits are getting plucked by Indian companies.

On top of that , INR has depreciated by almost 20% vs CNY in last 1 year.. so massive delta getting created in these Indian companies.

Unfortunately as I have mentioned before, these companies are not significant part of any Indian benchmarks.

[Abhishek Basumallick @a_basumallick]

Bajaj Auto has positioned itself both for the E2W and E3W market not very far from TVS in E2W but leading it in E3W by quite a margin.

#EV #E2W #E3W #BAJAJAUTO #TVSMOTORS

[Abhishek Basumallick @a_basumallick]

Major Policy focus in E-Bus under approved/planning stage.

#auto #EV #eBus

[Abhishek Basumallick @a_basumallick]

PE/VC deals in US healthcare sees massive jump in 2025

Src: S&P Global

[Abhishek Basumallick @a_basumallick]

In Q2 2026, the upper mid segment (INR 80 lakh – INR 1.5 Cr) emerged as the single largest share of new supply at approximately 27%. The affordable category (below INR 40 lakh) contracted to just 6% - the lowest proportion since Q1 2022.

#realestate

[Abhishek Basumallick @a_basumallick]

Data for Mine development for major materials Cu, Au, Ni, Li, Zn:
3 out of 10 Mines Take 11 to 15 Years
5 out of 10 Mines Take 16 to 25+ Years

Src: S&P

[Abhishek Basumallick @a_basumallick]

80% of commercial real estate lending book is concentrated in in 3 cities MMR , NCR and Bengaluru.

MMR makes up 37% of overall whereas Pune , Hyderabad, Chennai and Kolkata are roughly equal around 3-5% each.

[Abhishek Basumallick @a_basumallick]

#IHCL dominates the key shares in #Hotels with its size almost double of the 2nd player #ITCHOTELS. Its proposed key expansion to double its base is going to take it way ahead of all competition.

Top Revenue per key performers
Owners: #VENTIVE, #CHALET
Operators: #EIH, #LEELA

#Torism

[Abhishek Basumallick @a_basumallick]

#BESS

[Abhishek Basumallick @a_basumallick]

#HAVELLS enters BESS space under strategic collaboration with Pixii AS - a Norway based ESS company.

[Abhishek Basumallick @a_basumallick]

Terry Smith - From Value Investing to Momentum

https://t.co/ycD9rk71Ml

[Abhishek Basumallick @a_basumallick]

Details will be shared on email.

[Abhishek Basumallick @a_basumallick]

#ANANDRATHI getting ready for next chapter of growth and taps deeper into the pockets of existing clients.

It expands its net inflows market share - Industry net inflows fall 17% while the company managed to expand by 3.4%

Disclosure: Not a stock recommendation.

[Abhishek Basumallick @a_basumallick]

@gauravgsgs is one of the sharpest investors I have known. A thorough gentleman and wonderful person. Have learnt a lot from him.

Always something to learn from him.

[Abhishek Basumallick @a_basumallick]

Bull market loading...😝

Full house. Had to bring in extra chairs to seat everyone.

[Abhishek Basumallick @a_basumallick]

#BHEL ties up with Thyssenkrupp for tech transfer of alkaline electrolysers.

[Abhishek Basumallick @a_basumallick]

#ORCHPHARMA

[Finnacle Institute @Finnacle_inst]

No better Panel to learn Shipbuilding Sector from!

Super duper excited for this Shipbuilding Masterclass session on 23rd August from the Market experts exclusively only for Finbridge and Finplus program Alumni as part of our Alumni development Initiative and close Corporate connect.

Thankyou so much @a_basumallick Abhishek Basumallick sir founder of https://t.co/CwM3N3T9jo and Shri Rama Managers PMS, Sujay Kewalramani sir CEO of @KnowledgeMarin1 Group and Krishna Kumar sir with 39+ years of experience in Shipbuilding industry for agreeing to share your expertise with the Finnacle Institute Investment Community.

We havent yet opened registrations for this event, but we have VERY LIMITED SLOTS FOR GUESTS. Comment "Interested" and we will see if we can squeeze you in! No charges.

#FinnacleInstitute #Investment #ValueInvesting #Shipbuilding #KnowledgeMarineEngineering #SectorMasterclass #AlumniDevelopment

[Abhishek Basumallick @a_basumallick]

Sign up for free - https://t.co/EScJtRjeHF

[Abhishek Basumallick @a_basumallick]

Lot of scope for increasing #PCB Assembly localization across various #EV Components