Founder: Omkara Capital. Ex-Fund Manager. Ex-Corporate Editor & Head of Research, CNBC-TV18. Tweets are for education purpose only. Use your own wisdom.
Warburg Pincus to pick stake in Adani Ports at Re 800/share via pref allotment.
BEML to demerge non-core assets
Analysts expect Greaves Cotton to report 80% CAGR in earnings during FY21e-FY23e D: BIASED & ADVISED
Data for thought: Praj Vs Isgec Almost the same m-cap but ISGEC does 5 times the sales of Praj...~same operating margin...PAT is double of Praj. Any reasons?
DHANDHA with SAIL is OUT 3 gentlemen from SAIL with nearly 95 years of experience teaching us about SAIL & the industry. You cannot miss this. YouTube Link:
DHANDHA with SAIL coming soon
Infosys wins $500 million all-digital deal from Google.
Very bullish sales note on Deepak Nitrite. A re-rating seems imminent!! Phenol prices rose sharply by 72.3% MoM + phenol spreads rose by 7.8% to US$ 761/MT + Average spreads for FYTD21 are up 53.0% YoY to US$ 796/MT
Any idea why HDFC Life Insurance, Kotak Mahindra Life & SBI Life Insurance bought nearly 4.23% EACH in South Indian Bank?
Old news but interesting Adani forms subsidiary for dredging business Dredging Corp on mind?
Hindalco investors day today at 530 pm......capital allocation policy announcement?
Great Satisfaction post super feedback on Borosil Renewables Interaction #JaanLagaDenge अभी तो ली अंगड़ाई है, आगे और लड़ाई है DHANDHA: Borosil Renewables Watch & spread learning:
Still lazy to learn. INVEST your 1 hour to understand all about the solar industry in detail & in an extremely simple language from Borosil Renewable management. YouTube Link: SABKA OMKARA
Borosil Renewable Full Interview Link: only on Omkara Pathshala. I bet no book or media can teach you the solar business in depth and in such a simple language. Thanks to Borosil Renewable team. @ShreevarKheruka
BOROSIL RENEWABLES interview on OMKARA PATHSHALA is out. Full Dilse & No Jargons DHANDHA samajh gaye to paisa apne aap ban jayega. @omkaracap @ShreevarKheruka Do watch & share feedback for us to improve going ahead. #JaanLagaDenge YouTube Link:
I can bet that if you want to understand all about the solar glass sector, this is it. Thanks to the Borosil Renewable management to make us learn all in a very simple manner – full Dilse. COMING SOON ON OMKARA PATHSHALA Subscribe to get notified:
Adani Ports on CONCOR in the Kotak Conference...
After CLSA, MS....it’s turn of Credit Suisse to get bullish on SBI. CS adds SBI to the focus list. My view: SBI still remain hugely under owned bank