“My brother is a mujahideen,” says the sister of the terrorist involved in the Pahalgam attack.
Shocking and shameful — when families proudly justify terrorism, it exposes the deep-rooted radicalisation.
This mindset must be condemned strongly.
Trent versus ITC 20 years returns…
Trent is a classic “Growth Stock” that seriously shakes believes of “Value Investing” for which ITC is the torch bearer..
The RBI has issued draft guidelines on gold loans, capping the LTV ratio at 75% and introducing stricter norms on gold assaying, end-use monitoring, and collateral handling. NBFC stocks fell up to 9% following the announcement.
Click here to read more: trib.al/Yd5GqSV
Trent reported slowing growth and still trades at 100x+
This is the risk with triple digit PE stocks and if you get such a day in markets..
Disc: no recommendation to buy or sell. Not invested
#JustIn | #KalyanJewellers#Q4 Business Update
Middle East biz revenue growth at approximately 24% YoY
Middle East biz same-store-sales-growth at approx 12%
Candere recorded a revenue de-growth of approximately 22%
Upbeat about the ongoing quarter & are witnessing…
Amid US tariffs Noida based Electronics major Dixon Technologies sees this as an opportunity
🔹Dixon is in conversation with Motorola : CEO & MD Mr Atul Lall
🔹Dixon has large contract from Motorola (and 100% mobiles), expecting ₹5000 cr revenue from US exports in this FY…
#BrokerageRadar | Macquarie on India Strategy: Highlights top buy ideas across categories, initiates Trent with ₹7,000 target, sees AB Capital doubling in 3 years.
@Macquarie
Trent crosses 1000 store count and 10 Cr Customer count
248 Westside, 757 Zudio Stores
I believe Zudio will go to 1500+ stores in 3-4 Yrs
Offering products under ₹999 in AC stores is an amazing business model—Zudio is the D-Mart of the apparel industry!
no reco
Trent
Beats estimates its own store a day trend of last year Zudio: 757 (+122 QTD, +212 YTD) Westside: 248 (+10 QTD, +16 YTD).
Zudio was 545 and Westside was 232 at the beginning of the year.
In both the formats they have closed 21-22 stores in 9M. Zudio was 635 and Westside…
India's top electronics contract makers such as Dixon Technologies, Micromax and Optiemus Electronics plan to invest about ₹1,000 crore each to take advantage of the recently announced ₹22,919-crore component manufacturing scheme
#MakeinIndiam.economictimes.com/industry/cons-…
Dixon Technologies
Dixon Technologies and Netherlands-based Signify (formerly Philips Lighting) Form 50:50 Lighting JV in India
The JV aims to manufacture and sell lighting products in India, leveraging Dixon's manufacturing expertise and Signify's technological innovation in…
Leading Indian firms—Dixon, Amber, Tata Electronics, Murugappa—and global players like #Foxconn, TDK, and Murata have shown initial interest in the ₹22,919-cr #PLI scheme cleared by the #Cabinet, signaling strong momentum in domestic #manufacturing.
Details here…
CLSA on Electronics PLI
Segments to benefit
-Mobile phones – sub-assemblies
-Bare components
-Supply chain ecosystem and capital equipment for electronics manufacturing
Under our coverage, Dixon (mobile phones), Kaynes & Amber (other components) are likely to benefit
Fundamental Analysis of Dixon Technologies.
Dixon Technologies is a leading Electronic Manufacturing Services (EMS) company in India, founded in 1993.
It operates in consumer electronics, lighting, home appliances, mobile phones, and more.
It’s a market leader in LED TVs (over…
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