Categories
InvestorPresentations

Allcargo: Demerge & Merge

Source: Investor Presentation of Allcargo Gati Ltd

Categories
ConferenceCall

Sup Petro: 3000+

Source: Earnings Call of Supreme Petrochem Ltd

Categories
Links

Linkfest: 22 December, 2023

Some stuff I am reading today morning:

Landmark Judgement: SAT restores LAS pledges (Money Life)

Waaree Energies to invest $ 1 Billion in Texas solar factory (BW)

Adani family to invest $ 1 Billion in Adani Green (BS)

Piramal Enterprises to adjust 3,164 Cr AIF exposure (Fortune)

Biggest wealth destroying stocks in 2018-2023 (BT)

IPO rush ahead of FPI holiday season (Rediff)

Mumbai builder shares are up against the Adani whale (MC)

Oil & Gas boom in America (Oil Price)

How Houthi attacks impacts global shipping (VC)

Hermes billionaire wants to leave fortune to gardener (MB)

Categories
Debt

Chart: Regime Change

Source: Gavekal Research

Categories
InvestorPresentations MegaTrends

Mega Trend: India Writing

Source: Investor Presentation of Flair Writing Industries Ltd