Categories
Chemicals

DCW : Forgetting the Competition

In its’s latest Investor Presentation, DCW asserts that its the sole manufacturer of CPVC in India

It has competition now from Meghmani Finechem Ltd which has the largest C-PVC capacity in India of 30 KTPA

Categories
Links

Linkfest: 19 August, 2022

Some stuff I am reading today morning:

Discoms of 13 states barred from power trading (BS)

IPO season is back (MC)

Wipro cuts variable pay of employees (Rediff)

Marico eyes 500 Cr from D2C brands (BT)

Convenience fees on flights, movie tickets to be regulated (Fortune)

Pantomath Stock Brokers fined by SEBI (Money Life)

Business as usual at Baillie Gifford (Bloomberg)

Alpha from short term signals (Larry Swedroe)

Interview with Kenneth Tropin (Barry Ritholtz)

Research: SME Exchanges of India (RBI)

Categories
ConferenceCall

Ganesh Benzo: Pipe is the Moat

Source: Conference Call Transcript of Ganesh Benzoplast Ltd

Categories
QSR

QSR: Quickly Shrinking Restaurants

Source: Investor Presentation of Sapphire Foods India Ltd

Categories
Links

Linkfest: 18 August, 2022

Some stuff I am reading today morning:

Centre to provide subsidy to agri loans (Fortune)

SEBI is ignoring customer needs (Debashis Basu)

Blackstone to sell 4,000 Cr of Sona BLW shares today (BS)

GAIL feels blowback from Ukraine war (Rediff)

Dmart eyes five fold growth (FE)

Company: Wagh Bakri (Forbes)

14 years of Mutual Fund Investing (Free Fincal)

The biggest reason for bad valuations (Aswath Damodaran)

The SPAC King goes silent (Yahoo)

Do DIY investors under perform? (Occam Investing)