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THE RESEARCH DESK
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Chaitanya Devpurkar
Aug 21, 20244 min read
Why Is Concor down When Container Prices Are up 4x in a Year?
Container rates are up 4x in the last one year, but Concor hasn't been to take advantage, thanks to India's self-reliance. Will this change?
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Chaitanya Devpurkar
Aug 12, 20243 min read
Just a Yellow Lemon Tree? 🍋
Even after a 10x rise in its stock price, Lemon Tree Hotels still trades at a valuation discount to its peers
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Chaitanya Devpurkar
Aug 3, 20244 min read
Ami Organics - From Medicines to EV Batteries ⚡
Ami Organics - a pharma intermediaries maker now has plans of making electrolyte additives, used in EV batteries.
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Chaitanya Devpurkar
Jul 28, 20243 min read
Piramal Pharma - Turning the Tide 💊
Piramal Pharma, which has been under performing so far, has the potential to rebound as all its business segments show signs of recovery
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Chaitanya Devpurkar
Jul 21, 20244 min read
Nava - Solving Zambia’s Power Crisis ⚡
Nava's coal based power plant is helping Zambia move from away hydro power
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Chaitanya Devpurkar
Jul 13, 20244 min read
Clean Science - An Opportunity in Half? 🧪
The stock price of Clean Science has fallen 50%. But this might just be a good opportunity to participate in the chemical growth story
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