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AlphaIdeas SME

Alpha Ideas SME Stars Meet- 2022 Edition

As many of you are aware, we had conducted the Alpha Ideas SME Stars Meet last Saturday 08 October, 2022 at the National Stock Exchange

10 SME Companies presented on their own businesses and networked with the Delegates. Presentations have been uploaded to the Exchanges.

We had around 200 Delegates from all over India and it was great to host such a friendly and enthusiastic group of investors.

Many thanks to our Exchange Partner National Stock Exchange .

I will let the pictures do the talking.

Opening Remarks by Rachana Bhusari, VP of National Stock Exchange

01. Dhruv Consultancy Services Ltd

02. Annapurna Swadisht Ltd

03. Phantom Digital Effects Ltd

04. Ice Make Refrigeration Ltd

05. Gensol Engineering Ltd

06. Sakar Healthcare Ltd

07. Kotyark Industries Ltd

08. Sheetal Cool Products Ltd

09. Universal Autofoundry Ltd

10. KN Agri Resources Ltd

Me with my co-host Paresh Shah

Looking forward to seeing all smallcap investors at next year’s SME meet !

Categories
Links

Linkfest: 11 October, 2022

Some stuff I am reading today morning:

TCS numbers beat on all counts in Q2 FY23 (MC)

Consolidation picks pace in Cement Sector (BS)

NLP: Settting a new direction (BI)

The API man of Laurus Labs (Fortune)

Startup: Spocto (Forbes)

Thread: The US $ is wreaking havoc globally (Concoda)

Are management meetings useful? (2Point 2 Capital)

There will be drawdowns (Charlie Bilello)

Where has all the liquidity gone? (Raghuram Rajan)

Expectations (Morgan Housel)

Categories
Chart

India-Only Optically Expensive

Source: Platinum Asset Management

Categories
Insurance

Evolution of Life Insurance Industry in India

Source: Investor Presentation of ICICI Prudential Life Insurance Company Ltd

Categories
Links

Linkfest: 10 October, 2022

Some stuff I am reading today morning:

Direct tax collection jumps 24% in first half of FY23 (Rediff)

India-UK FTA agreement faces possible deadlock (BT)

Indian exporters worry about EU recession (BS)

The Steel Dilemma (Fortune)

Why the Venture Debt market is bubbling (Forbes)

Company: SRL Diagnostics (BI)

Is the P/B ratio still relevant? (Value Investing)

How do interest rates impact REIT returns (Evidence Investor)

The Swiss National Bank made a huge mistake (The Market)

Presentation: The Cycle has changed (Platinum)