Sekhar
Let's grow together | None are recommendations | I am wrong many times | I DON'T offer any paid services
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The 2023 themes Motilal Oswal 2023 Picks Money Control Pro 2023 Picks Axis Securities 2023 Themes Citi 2023 themes Sharekhan 2023 Picks ICICI Direct: Techno-Funda Top Picks for 20...
ICICI Securities commentary based on Oct prices for SRF, Galaxy, PCBL, Clean Science, EPL, Rossari, Gujarat Fluoro SRF - In packaging films segment, spreads have contracted QoQ fo...
Lets learn 5 things about Fluoropolymers 1. First things first: The first fluoropolymer was polytetrafluoroethylene, better known by its abbreviation, PTFE, and by its brand name...
IT cos are talking about furloughs For the benefit of non-IT crowd here: It basically is temp. discharge of a contracting worker for few days Is furloughs brand new concept? It's...
Was talking to a CIO based out of Hong Kong who was in India this past week. Besides the Technology, Data and Analytics related conversations, I also was trying to understand Covi...
Sudarshan Chemical Industries: 1. As it wrapped up the capex, the headwinds started. Speak of the bad timing 2. Unless CHN economy opens up fully & it's domestic demand starts g...
The Story Behind iconic song Ramayya Vastavayya Song in Raj Kapoorβs Awara. How many of you know that the phrase "Ramayya Vastavayya" is a Telugu phrase? https://t.co/51z8tFMIQ9
Cable and Wires Dolat capital did a scuttlebutt in southern region covering Polycab, KEI and Havells. Graphic below has FY24 and FY25 valuations. You figure out what's looking att...
Fairchem Organics, Manufacturer of Oleo Chemicals, is one of the stocks where I am playing "Buy Pessimism". Will it work, I don't know. Could it work, I believe so! Name to fame...
Five companies where margins have fallen for many reasons and could potential revert a some stage. It could take 2 qtrs or 2 years and hence don't jump! But definitely worth stud...
Last 12 months have been painful for small cap stocks and last 2 months, the index and many stocks have recovered a bit (just a bit). I was just comparing how the small cap funds...
Engineers India: FY23 order inflow guidance was maintained at Rs40bn out of which Rs16β17bn would be from consultancy segment. The company expects order inflows of Rs50bn each yea...