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ConferenceCall Textiles

Coming Flood of PTA

Source: Earnings Call of Filatex India Ltd

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Exchange Filings

Hero: In Slow Lane

Source: Exchange Filings of Hero MotoCorp Ltd

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Links

Linkfest: 02 May, 2025

Some stuff I am reading today morning:

GST revenue hits record high in April 2025 (Rediff)

Oil price rout is good for India (OP)

Air India stares at $600 Million additional costs (MC)

Apple warns of $900 M Tariff headwinds ( Yahoo)

Why SEBI sounded the alarm on opinion trading apps (FE)

Zomato shuts 15 min food delivery business (DH)

Company: Ghodawat Consumer Ltd (BI)

IITian CEO struggled to afford Bengaluru rent (HT)

Interview with Bryan Whalen (The Market)

Buffett’s $325 Billion Mistake (DR)

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Links

Linkfest : 01 May, 2025

Some stuff I am reading today morning:

US Trade deal with India is close ( CNBC )

Ukraine, US sign minerals deal ( FE )

Gold purchases touch 12,000 Cr on Akshaya Tritiya ( Fortune)

US Economy contracts ( MC )

US markets are still expensive ( II )

The man who built Sun Pharma ( Forbes )

SEBI bans 3 You Tubers for 5 years ( DH )

ITR Forms 1,4 notified ( Rediff )

China’s solar firms struggle ( OP )

Trying to understand return expectations ( AQR )

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ConferenceCall

Adani Energy: Amped Up

Source: Earnings Call of Adani Energy Solutions Ltd