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InvestorPresentations

Sheela : Sleepwell Down Under

Source: Investor Presentation of Sheela Foam Ltd

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Links

Linkfest: 03 August, 2022

Some stuff I am reading today morning:

China vows military operations around Taiwan (SCMP)

Changes to windfall tax (MC)

Uber to exit Zomato in 3,300 Cr block deal (FE)

Gujarat’s Chiripal Group under IT scanner (Money Life)

ED probing crypto exchange WazirX for money laundering (BT)

Adani Enterprises becomes 4th Adani co to cross 3L Cr market cap (BS)

The turnaround of Yash Pakka (Forbes)

What ails Byju’s? (Fortune)

4th Anniversary Newsletter to Investors (Aurum Capital)

Q2 2022 Letter to Investors (Massif Capital)

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Airports

What Revenge Travel looks like

Source: Investor Presentation of GMR Infrastructure Ltd

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InvestorPresentations

Mahindra Logistics: EV Optionality

Source: Investor Presentation of Mahindra Logistics Ltd

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Links

Linkfest: 02 August, 2022

Wishing everyone on the auspicious day of Nag Panchami

Some stuff I am reading today morning:

Govt garners record 1.5 Trillion Rs from 5G spectrum auction (BS)

Reliance’s plans to roll out India’s most advanced 5G network (BSE)

Pelosi may visit Taiwan today (CNBC)

5 possible Chinese Military responses to Pelosi Taiwan visit (ZH)

FPIs return to Indian equities (FE)

Thread: Fluoro Polymers (Manoj Krishna Reddy)

Q2 earnings takeaway from cloud hyperscalers (SSI)

How the weakening rupee is impact study plans in the US (Forbes)

Breaking points (Ted Lamade)

How Russian Oil is making its way to Asia (Oil Price)