Research Analyst – Karan Sanwal (karan.sanwal@niveshaay.com) Why does the industry look interesting to us? India has been importing huge quantities of electronic products since decades. In fact, import of electronic products accounts for the second highest import bill. Multiple reasons like lack of infrastructure, technical know-how,...
Green Energy Smallcase Performance – Niveshaay launched the Green Energy Smallcase in March 2021, and since then, this portfolio has delivered 3x return. The portfolio primarily consists of three themes: Renewable Energy, Electric Mobility, and Recycling. These themes have performed exceptionally well in recent years,...
Scope of NSE- A proxy play to the growing Indian Capital Market Whenever an investor makes a trade, there are various stock market participants that ensures smooth functioning of these trades. One such company is National Stock Exchange. Staying true to our investment style of...
Inside the report Research Analyst – Gunjan Kabra (gunjankabra@niveshaay.com) What led us to research this industry? We did a top-down analysis at macro level and analyzed that Indian capex cycle can rebound. India’s capex cycle has been muted since last 10 years as private capex was flat....
Research Analyst: Ramswaroop Agarwal (rsa0308@gmail.com)& Kartik Mediratta (Kartikmediratta64@gmail.com) When promoters buy-back, it is a positive sign. But, when the competitor companies’ promoters take stake in the peer company that significantly boosts investor confidence as they are the most clued people to know about the industry...
Inside the report Part I: Indian Paper Industry Recent Trends in Paper Industry JK Paper Why JK Paper? Part II: Indian Paper Industry Part III: How is it different from global industry? Indian Paper Companies: Classification based on Raw Materials Used Financials Research Analyst –...
Indian Refractory Industry Inside the report What led us to research this industry? Understanding the Product: Refractories Understanding the Refractory Industry in detail Explaining, why this industry can do well, going forward RHI Magnesita India Ltd. Research Analyst – Gunjan Kabra (info@gunjankabra.com) What led us...
THIS REPORT COVERS WHY MDF INDUSTRY? INDIAN FURNITURE INDUSTRY ABOUT MEDIUM DENSITY FIBER BOARD (MDF) MDF VS PLYWOOD EXISTING PRODUCTION CAPACITIES & PROPOSED CAPEX OF TOP ORGANIZED PLAYERS CONCLUSION Research Analyst: Ramswaroop Agarwal (rsa0308@gmail.com)& Kartik Mediratta (Kartikmediratta64@gmail.com) Growth opportunity size The use of Medium Density...
Watch the complete presentation on http://investingHub.in Rain Industries Limited is a play on the global aluminum demand. Rain Industries Limited (RAIN) is a leading vertically integrated producer of carbon, cement, and advanced materials products. The company owns and operates a total of 18 manufacturing facilities that...
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