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Sitting tight on Techera engineering. Not gonna repeat same mistake of zen techologies of losing patience n not riding a 5 year industry transformation.
🚨 BIG! India’s aerospace sourcing has SURGED from $250 million to $2 billion a year — a defining leap for India's aerospace sector 🇮🇳
Those who read the AR would have realized that the massive surge in profits is not due to ethanol but due to a 540 MW coal fired plant and 60000 MT aluminium plant bought in NCLT. That investor would have got a 50x bagger. Thats why its important to read AR than troll on SM😄
OBSC perfection Ltd. has an order book of 1200 cr with current sales of 142 crores. This gives it revenue visibility for next 3 to 5 years. Shifting gradually from a purely auto component stock to increasing share of defence and aeropace.
GTT data is having big ambitions : Consultancy in AI and data analytics to corporates. Right now its a basket of acquisitions in AI and data analytics led by a veteran software guru (Ex Zensar) and big names on board. Let see if they can pull it off.
This handle missed out techera engineering in earlier thread on aerospace. in this shipbuilding it forgot rappid valves.
India’s shipbuilding value chain - who does what, in order > Integrators (Yards): final assembly, hull blocks, outfitting, trials. Examples: MDL, Cochin Shipyard, GRSE, Goa Shipyard, L&T Defence. > Hull & Structural Steel: marine plates, sections, bulb flats, superstructure…
Ashish Kacholia has bought out Maharashtra defence fund and taken a 8% stake here on Friday.
India’s shipbuilding value chain - who does what, in order > Integrators (Yards): final assembly, hull blocks, outfitting, trials. Examples: MDL, Cochin Shipyard, GRSE, Goa Shipyard, L&T Defence. > Hull & Structural Steel: marine plates, sections, bulb flats, superstructure…
How i wish to get into the brains of these people and understand their thought process. Many would be buying it on EMI at that.🤪 Instead of being taught rubbish in school two subjects should be made compulsory 1. Personal financial management 2. Social hygiene and discipline
Standing in a long queue to shell 1.5 lakh rupees to get something that's not much different from what you already have in your pocket 🤦♂️
i see it all the time during treks on forts. They say Jai Bhavani Jai Shivaji and then throw plastic trash beer and alcohol bottles all over. Even condoms. Hypocrisy at its peak.
Majority of educated and rich people in India have zero civic sense, This is how they litter every public place and think its someone else duty to clean it. Can someone coin a name for Urban educated rich people with zero civic sense?
The cut copy paste mentality that made indian software giants in the last 25 years will be its nemesis in the next 25 years.
Mps ltd is at a mouth watering valuation. Market was spooked due to a flat q1. But that was due to restructuring of AJE to ramp down of low margin business and is one time.
The infys/TCS/Wipros of the world hoarded cash, gave out dividends while doing CV selling due to their "Conservatism". Generation of IPR was considered not value accretive to share holders as it need huge investment with unpredictable payoffs. AI has demolished the whole model.
How fake infuencers with lakh plus followers misled that cian agro was about ethanol after "deep research" when it was all about power generation. Highlighting this for days ☺️
After reading analysis of @MorningContext & @finshots on CIAN AGRO post the recent public-uproar on "ethanol blending" & linking the same to company's rapid rise in past 1Y is an eg. of sheer ignorance! Cian is a thermal 'POWER'-giant in making & Here's a mega🧵on whats cooking👇
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