In Last 2 days i accumulated some shares of Rexnord electronics
Thesis behind buying
1- Make in india initiative
2- Growing BLDC motor segment
3- Good OPM despite being a microcap
Antithesis
1- Risk associated with microcap
2-No idea about promotors quality.
Thesis behind buying
1- Make in india initiative
2- Growing BLDC motor segment
3- Good OPM despite being a microcap
Antithesis
1- Risk associated with microcap
2-No idea about promotors quality.
BLDC motors
BLDC motors are preferable in drone also , not sure whether rexnord is manufacturing for drone also or not .
BLDC – A Gamechanger For The Indian Fan Industry businessworld.in
BLDC motor applications .
sontianmotor.com
sontianmotor.com
Rexnord electronics- highest ever q top line,margins down ( Disclosure- Invested)
finshots.in( BLDC motors)
Rexnord - margin contraction ,results not as expected , Disclosure- invested
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