Categories
Autos

EV India : What an Unpenetrated Market Looks Like

Source: Investor Presentation of Gensol Engineering Ltd

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