Categories
Links

Linkfest: 20 September, 2023

Some stuff I am reading today morning:

Promoter selling at record levels (BT)

Rally in PSU stocks may increase chances of Govt disinvestment (MC)

Stock: NTPC (Rediff)

Serious allegations against Dhanlaxmi Bank (Money Life)

Tata Steel’s Port Talbot set for a green transformation (Oil Price)

Chinese solar module imports to India down by 76% (Fortune)

Xi’s economic policies are leaving China watchers perplexed (CNBC)

Startup: Aether Energy (Forbes)

The lure of thematic funds (Morningstar)

Why investors need to learn coporate demographics (Morgan Stanley)

Categories
MegaTrends

Mega Trend: Stainless Steel India

Source: Investor Presentation of Jindal Stainless Ltd

Categories
ConferenceCall

Balaji: Apex Capex

Source: Earnings Call of Balaji Amines Ltd

Categories
Links

Linkfest: 18 September, 2023

Some stuff I am reading today morning:

Special session of Parliament starts today (The Hindu)

FPIs withdraw 4800 Cr from Equities in Sept (BW)

Wall Street is betting Fed won’t hike (The Street)

Industry gears up for bumper festive sales (FE)

Foxconn promises to double India business (MC)

Tata Motors aims for 50% market share in SUV segment (Fortune)

Company: Astral (Forbes)

Land investment to get better returns than apartments (BT)

Key elements of trading profitability (Market Sense)

Beware of the Comfort Zone (Empire)

Categories
TopClicks

Top Clicks on Alpha Ideas this Week

Here are the most clicked items on Alpha Ideas this week:

How good is the track record of Samir Arora (MC)

Mega Trend: India Senior Care (AI)

Aurionpro: Not a startup (AI)

USL: Indian Single Malt (AI)

Europe-Middle East-India trade corridor is a big deal (Guardian)

Interview of Anil Goel (Akshat Jain)

Gargi: Work for Women at Work (AI)

Moschip: Embedded Value (AI)

Snapshot: India Consumer Adhesives Industry (AI)

A few things I am pretty sure about (Morgan Housel)