Uncover the hidden gems from Housing, Auto and Power Sectors
Автор: ICICI Direct
Загружено: 2023-07-10
Просмотров: 14096
Описание:
00:00-00:21 Introduction
00:22-01:19 Inflation is coming lower
01:20-02:17 Despite supply cuts Brent crude is unable to recover
02:18-03:17 India: Russian discounted oil saw a sharp surge in import
03:18-04:23 US FED Dot Plot
04:24-05:55 Banking And Auto took Q4FY23 to 2-year highs
05:56-10:09 India's FY23 GDP growth
10:10-12:10 PLI Benefits
12:11-14:29 What are the Improving Trends
14:30-15:32 Fll flows in India to increase among EMs
15:33-16:11 GST flows continue above Rs.1.5 Lakh cr.
16:12-16:58 Rainfall deficiency reduced significantly
16:59-18:41 Supreme Industries: Strong volume guidance
18:42-20:47 Torrent Power: Beneficiary for increased Power demand and lower Gas Prices
20:48-22:14 Kajaria Ceramics: Lower Gas Price To expand margins
22:15-23:59 Apollo Tyres- Beneficiary of lower crude prices and rising Auto demand
24:00-25:07 SKF Margins To expand with an increased focus on localization
25:08-34:32 Q&A session
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Uncover the hidden gems from Housing, Auto and Power Sectors
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