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Incidentally, Tata had first mover advantage in UVs, having first launched Sierra in 90s. Yet, lost the segment to M&M which in turn got too comfy with body on ladder design and lost market share to Duster, EcoSport n Brezza. Follow up is more imp than being first in this trade!
Isn't first mover advantage over-hyped? I mean Hindustan Motors had the first mover advantage and frittered it away. The point is that it takes sustained efforts to maintain the lead. Somehow, no other company has demonstrated this except Maruti and to some extent Hyundai.
#AdityaBirlaAMC IPO coming soon. One way of playing this would be through #HDFCAMC which hasn't participated in the rally while #NAMIndia has marched ahead. HDFC AMC is likely to catch up as overhangs on the group are clear now. Remains a good business with strong fundamentals!
True, sir and no wonder Suzuki is the most profitable automaker with Maruti contributing majority of it. Full credit to Maruti for understanding this market so well while global brands fail left, right and center.
Another US automaker exits. First GM, now Ford. This tells us how difficult it is to sustain in a price-sensitive market with a high-cost structure. Just a matter of time and few billions before EV investors realize that India is a tough nut to crack. Advantage Maruti.
Infra did it for me IVRCL GMR Lanco Punj Lloyd (big one!) RPower Had a few successes in between as well but looking back, can't find the reason for that irrational love for infra.
Strong anchor book for #AmiOrganics #IPO too. Nice to see Edelweiss, Elara too onboard😀
Major customers Laurus Labs Cadila Healthcare Cipla Organike s.r.l.a Socio Unico Fermion Oy Fabbrica Italiana Sintetici Chori Co. Ltd. Medichem S.A. Midas Pharma GmbH Long standing relationships with some of these key customers, dating back to 10 years.
Autos is getting too attractive to ignore now and warrants a look at Maruti. True, lots of headwinds but they are factored-in while market ignoring positives. Every time it has bounced from such low operating profit levels, investors have made money!
Unpopular opinion - Maruti is doing everything right that a market leader should do i.e. Keep an eye on market evolution and be prepared to change if req. It is the influencers that are missing the beat and drawing parallels with smartphones and what not. Maruti isn't Nokia!
#Zomato absorbing selling pressure from anchor investors very well. Friends, let me know your thoughts. To me, it looks ready for a rebound in a day or two 🙏 #IPO No recommendation
Year 2015 Inox Wind Listing - up 41% 12 month - down 21% Shree Pushkar Chemicals & Fertilisers Listing - down 3% 12 month - up 84% Poor listing isn't a death knell and a good start is no guarantee of outperformance. IPO is just a start of a long, eventful journey! #IPOwisely
In ITC universe, everything is decadal!
Great list! Not aware of all but have read about #1 and #5. Guess Mr Chittilappilly of V-Guard will be good fit in an expanded list.
#GlenmarkLifeSciences had a lackluster listing but its quarterly results r positive. A debt-free business, ROCE of 35%, available at a PE ratio of 26 - looks promising! A few snippets from quarterly results, CDMO weak but likely to recover soon. Capex on track. Disc-Invested
ICICI comes up with a buy recommendation on Kalyan Jewellers vs the performance since #IPO. Let's see how it unfolds. Disclosure - Not holding and no plan to add in my lifetime 😎
#IPOAllotment Bit late in the day but nevertheless! Allotment status for all 4 IPOs closed on 6 Aug available now Devyani, Exxaro and Windlas on Link Intime Krsnaa Diagnostics on KFin Technologies