Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with Omkara
Rakesh Jhunjhunwala Ji to get posthumous Padma Shri. HE lives FOREVER.
13) Your belief in the country’s growth should not change looking at SGX Nifty END - Thanks for reading. Wishing you & your dear family a great 2023 and many more years to come.
4)You don’t buy a stock, but the stock buys you. Your choice of stocks depends on your personality traits. There is a reason that someone will like SBI or UBI or BOI in the same sector cont...
Smaller PSU banks have become expensive vs even SBI 🤔
Sectors like cement, castings, autos, wagons, cap goods will see big benefit of inflation easing going ahead - sure there will be other as well like consumer, chemicals
India WPI inflation comes at 21-month lows at 5.85% (poll was 6.5%)
10-year yield post US inflation data
US inflation lower than expected US CPI YOY ACTUAL 7.1% (FORECAST 7.3%, PREVIOUS 7.7%)
Nelcast Ltd on DHANDHA is LIVE now Learn all about forging/ casting/ machining industry FULL ♥️ SE. NO JARGONS. YouTube link:
Baba Kalyani (Bharat Forge) India Will Be 10x Of Current Size In Manufacturing In The Next Ten Years Expect More Than 40000 Cr Order From Railway In Next Few Month Casting industry is getting big order inquires due to China, Europe +1
BCL Ind bags order from RIL Industries & others OMCs for supply of ethanol
Avanti Feeds successfully commissions Feed Plant in AP with additional capacity of 1,75,000 MT. Total capacity increases to 7,75,000 MT. Many were skeptical about this, but the company proved them wrong.
Polycab signs up Redington Limited as the National distributor for its Passive Networking Solution
GS on KPIT Tech: Buy, TP Rs 930 Renault partnership is one of the 2 mega deals (US$100mn+ revenue opportunity) This program underlines visibility around KPIT’s multiyear journey for 20%+ revenue CAGR D: OWN, ADVISED & VVVVV BIASED
India will become workshop of the world (top 3 to 4 countries) in bearing manufacturing: TIMKEN Concall
KPIT - super
DID YOU KNOW Ahmad Bin Ali Stadium which is a 2022 FIFA World Cup venue is built by Indian construction giant Larsen & Toubro & Qatari partner. The 40,000-capacity venue will host seven matches up to the round of 16 stage.
Alicon Castalloy Concall - Raises Growth Guidance To Grow by 30-35% this year vs earlier guidance of 25%-28% D: OWN, ADVISED & VVV BIASED