Categories
Links

Linkfest: 15 February, 2024

Some stuff I am reading today morning:

Bike Taxis get Centre’s approval (BS)

Japan’s economy slips into recession (CNBC)

IRDAI issues draft rules for ‘Bima Sugam’ (Fortune)

India’s Natural Gas consumption to triple by 2050 (Oil Price)

On India’s EV market (MC)

Adani Green begins generation from world’s largest energy park (BT)

PSU Stock rally can continue (NDTV Profit)

Company: Himadri Speciality Chemicals (BI)

How to use real estate in your portfolio (Morningstar)

Is War good for the markets? (Big Picture)

Categories
ConferenceCall

ITD: See the Silence

Source: Earnings Call of ITD Cementation Ltd

Categories
ConferenceCall

Syrma: Trade Secret

Source: Earnings Call of Syrma SGS Technology Ltd

Categories
Links

Linkfest: 14 February, 2024

Some stuff I am reading today morning:

PM Modi launches 75,000 Cr solar rooftop scheme (Money Life)

Paytm NBFC lenders in trouble (BS)

Reliance crosses 20 Lakh Crore in market cap (MC)

Ant Financial’s stake value in Paytm declines (Rediff)

US inflation tops forecasts (Bloomberg)

SEBI rejects NSE’s settlement plea ( FE )

Company: Annapurna Swadisht (BI)

Interview with David Einhorn (Big Picture)

The PE fund that invests only in Whiskey (Axios)

How US became the world’s top oil producer (Oil Price)

Categories
InvestorPresentations

Inox India: Good Multiple

Source: Investor Presentation of Inox India Ltd