#Diwalipick 2024 5 #darkhorse(2% capital) 1) #BPL 109 2) #jppower 19.70 3) #GGENG 1.90 4) #patinlog 23.34 5) #GTL 12.05 1) #IOC 169 2) #ceigall 388 3) #Tatachem 1128 4) #EXICOM 310 5) #ZEEL 132 6) #Dwarikesh 77 8) #AWL 350 9) #INDIGOPNTS 1471 10) #LXCHEM 281

Swadeshi 2.0 List of products where we have more than 40% dependency on imports Mineral & Ores > 40% Organic Chemicals >50% Fertilizers (DAP & MOP) >60% Medical Devices >80% Crude Oil > 85% Indust. Machinery>90% Rare Earth >99% Chips >99% Import Substitute Can Be a Big Play

Over the past few months, Indian pharma companies have been unusually chatty in their earnings calls about their GLP-1 plans. They're all lining up to have a crack at one of the biggest market opportunities in pharmaceutical history.🧵👇

𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐁𝐚𝐝 𝐨𝐫 𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐎𝐮𝐭 - 𝐌𝐞𝐞𝐭 𝐒𝐡𝐢𝐯𝐚𝐥𝐢𝐤 𝐑𝐚𝐬𝐚𝐲𝐚𝐧 A microcap company is transforming from an agrochem player into a pharma API + oncology CDMO player through Medicamen Bio 🧵

#Paragmilk

Breakout #Investment pe 20

#ABCAPITAL

Rate cut beneficiary #NBFC #rbi #ratecut

Above 702

👁️

https://t.co/fqFppUbQQm

#Athereneegy

@koolvicky 🙏🏻

#Chennpetro

#Psubank

Eye #CDSL

Breakout ready 💥

#SCILAL

398

https://t.co/6rW3jahrJR

#RVNL