I have a wild hypothesis:
This war will simmer for years!
Middle east will first see cautious capital inflow and subsequent capital flight
The rivalries run too deep. Iran has taken a lot of beating. They wont let their neighbours prosper
@shubham1492 Agree with especially the specialty pharma part. As the depth of semiconductor & renewable energy supply chain improves in India, new frontiers will open
Semiconductor manufacturing uses hundreds of high grade chemicals
There is no such thing as an "HVDC transformer" it doesn't exist.
Transformers work on the principle of electromagnetic induction, which requires alternating current to create the changing magnetic field needed to induce a voltage in the secondary coil.
There is no such concept as a DC transformer.
The transformers installed at HVDC sites are high voltage AC transformers also called converter transformers.
Titagarh Rail Systems:
Company has seamlessly transitioned from Freight wagons to a formidable passenger rail coach manufacturer
- Passenger coaches have higher EBITDA%
- Company has guided for 4x passenger coach capacity in next 2 yrs
Rajesh Exports type scams happen frequently in India because:
Repercussions of committing a financial fraud are a few lacs of fine versus the damage cause to retail investors!
Tried analyzing Jeena Sikho for my youtube channel
After 2 hrs of reading, I abandoned the idea of making a video. I would've ended up bashing it too badly
Steel Capex: India plans to increase steel capacity by 50% by 2031
This means more capacity buildout & consumption of Industrial goods
Refractories sit at the heart of Steel manufacturing
I have compared the 3 listed players in my video
https://t.co/p2RlMOvKJh
RHI Magnesita is well positioned from the upcoming steel capacity expansion in India
It is trying to graduate from a refractory supplier to integrated Refractory solutions provider with its 4Pro offering
The write-downs from Dalmia's refractory solutions are over!
@gaze_observer Interesting, lets see how it plays out
Customers in upper premium segment buy the badge, not specs
Thus far, Titan designs were not as appealing as Swatch, Tissot, Seiko Grand types
Have been following "Beat the Street" for quite some time
Whatever company they highlighted for accounting mismatches, has sooner or later turned out to be a fraud
They might not catch everything but, what they report has substance!
Rajesh Exports - 99% of Revenue is BOGUS
Two years back, we did a Detailed Forensic Analysis
Now SEBI has found revenue misrepresentation of INR 15 Lakh Crore, an amount equivalent to 3 FY.
A Thread on SEBI's Forensic Audit
Ceinsys Tech
Order book shrunk from 1000 cr to 876 cr QoQ
When investing in EPC/Engineering services company, focus on rate of change of order book, not Revenue
Slowing order book is visible across Electrical EPC, Transformers as well
Hence, the companies are being hammered!