Discover and read the best of Twitter Threads about #EPC

Most recents (11)

“We have lost opportunities to listen to you”
Interesting effort by @EmmanuelMacron to rally Central and Eastern Europe audience around his vision for the future of Europe, in a landmark speech @GLOBSEC in Bratislava.
Some highlights 🧵 1/18 Credits: @benjaminhaddad
The Pdt started by highlighting European unity, pushing back the alleged division between “Western/old” and “Eastern/new” Europe, which would “perpetuate the artificial boundary created by the USSR.” With a reference to Kundera, he said that Europe should not be “kidnapped twice”
On 🇷🇺 & 🇺🇦, he recognized some “inconsistencies in our approach”, which failed to deter 🇷🇺 repeated aggressions, hinting at the fact that #NATO guarantees to 🇺🇦 were “too much or too little”, enraging 🇷🇺 by wielding 🇺🇦 membership, while offering weak security guarantees to 🇺🇦.
Read 19 tweets
Yesterday @EmmanuelMacron and @sanchezcastejon signed a Friendship Treaty between 🇫🇷 and 🇪🇸

The 🇫🇷 President will then host 🇩🇪 @Bundeskanzler Scholz on Sunday, before welcoming 🇬🇧 PM @RishiSunak on March 10th

What is the strategic significance of this busy bilateral agenda?🧵 Image
Each of these summits has its own bilateral rationale. But they are also illustrative of 🇫🇷 multilayered approach of collective security alongside #NATO and the🇪🇺 #EU, and of President Macron’s willingness to reconnect the dots between main Western Europe capitals. 2/16
With Spain, the Friendship Treaty raises the relation to the highest level, on par with 🇩🇪 and 🇮🇹. It confirms 🇪🇸 centrality, as it hosted the last NATO Summit, will chair the next EU Council and host the third European Political Community #EPC summit in the second half of 2023
Read 17 tweets
1/Καθως το #ΠΝ φαινεται να διατηρει μεχρι το τελος της τρεχουσας δεκαετιας Χ φρεγατες #Kortenaer αξιζει να γινει μια αναλυση για το πως με ενα μικρο εκσυχρονισμο τα σκαφη αυτα θα μπορουσαν να συνεισφερουν ενεργα τις υπολοιπες μοναδες του στολου. Στη φωτο μια βαρια οπλισμενη F451
2/Με την ελευση των #FDI 4 Kortenaer S class θα παροπλιστουν.Αυτο σημαινει πως ισαριθμη ποσοτητα Oto Melara των 76mm καθως και #Phalanx CIWS θα γινουν διαθεσιμα για εγκατασταση στις υπολοιπα πλοια. Με εξαιρεση την Ελλη και τη Λημνο που διαθετουν απο 2 πυροβολα και 2 CIWS
3/οι υπολοιπες 7 S διαθετουν απο 1 πυροβολο και 1 CIWS. Ο διπλασιασμος τους θα αυξησει την επιβιωστιμοτητα τους ενω και η υπαρξη δευτερου πυροβολου διπλασιαζει την ισχυ πυρος σε κοντινες αποστασεις. Θυμιζουμε οτι στην #επακουμβηση της #Kemalreis ηταν η F451 Limnos που ηγουταν
Read 8 tweets
German Naval Yards Kiel GmbH (#GNYK)🇩🇪⚓️
corvette #Seaguard96

📚 Hans Uwe Mergener, « German Naval Yards Kiel stellt neues Korvetten-Design vor », Europäische Sicherheit & Technik, 13 septembre 2022,… ImageImageImage
➡️ À l'occasion du salon SMM 2022 (6 - 9 septembre 2022), #GNYK - filiale PRIVINVEST et devait se rapprocher de Lürssen (mai 2020) - a présenté la corvette #Seaguard96, mise au point avec #CMN (Construction Mécanique de Normandie) et qui bénéficierait des travaux consentis au
profit de la corvette C-Sword 90 (Verhaaren Naval Architect / CMN), présentée en 2014.

➡️ La corvette #Seaguard96 longue de 96 mètres pour un maître-bau de 13,5 mètres a déplacement d'environ 2 000 tonnes à pleine charge. Sa propulsion CODOD (2 x moteurs-diesels + 4 x DE)
Read 8 tweets
#DGMM - #MarinhoDoBrasil🇧🇷⚓️
Programme Fragatas Classe Tamandaré

➡️ Selon information (…) repérée par @REjercitos (¡ Gracias !) : mise sur cale 1ière frégate classe Tamandaré (4 + 2) - initialement prévue fin 2021 - reportée d'avril à septembre 2022.
➡️ L'admission au service actif de la 1ière frégate glisse de 2025 à 2026. Caractéristiques détaillées des fragatas classe Tamandaré (4 + 2) dans le papier précité.
➡️ « Batch 2 » : contours n'étaient pas clairement arrêtés en 2019, entre la frégate de 6 000 t de la programmation (Plano de Articulação e Equipamento da Marinha do Brasil (#PAEMB), 2009) et un lot de Tamandaré supplémentaires.
Read 5 tweets
Read 44 tweets
IMF today revised India's GDP growth forecast for FY22 from 8.8% to 11.5%,making it fastest growing global economy

#IMF listed India as only major economy of the world to register double-digit growth in FY22,thx to pathbreaking reforms&mega vaccine roll out by @narendramodi govt
For CY21/FY22,while IMF projects 11.5% for India,it says global GDP will grow by only 5.5%

Advanced economies to grow by just 4.3%&EMs by 6.3%

China@ 8%,Spain@5.9%&France with GDP growth of 5.5%,are the other projections

India's rebound under @narendramodi govt,to be fastest
L&T,#EPC behemoth, reported 17% rise in Profit,with margins up 80bps at 12%

Worth noting that L&T's order book at Rs 3.31 lakh Cr,is up a massive 76% YoY&the highest that it has ever reported in a quarter

Strong order inflows despite #COVID19,shows capex cycle is turning around
Read 5 tweets
#DBL #DilipBuildcon

Dilip Buildcon Ltd. is an India-based company engaged in the business of #infrastructure facilities on engineering procurement and construction (#EPC) basis for #roads #Bridges #Irrigation & #UrbanProjects.
@srslysaurabh @avinashmehta123 @Agarwal_Ishu
Why should one look into this? And does this deserve a place in my portfolio. Here’s my rational below.

#DBL started as a #Road Construction company for the western region and now has diversified into multiple segments and the co. has covered almost all the states in #India.
#DBL has secured orders worth INR 10703 Cr. In FY 21 and the total order book stands at approximately INR 26115 Cr. Orders are balanced between state govt. and central govt. entities. The company has successfully reduced risk on all parameters as far as business is concerned.
Read 35 tweets
Stock note : HG Infra

Cmp – 198
Market Cap – 1,300 cr
Sector- #RoadConstruction & #EPC

(Blog note is slightly old)

Company Overview - #HGInfra Image
Impressive #Orderbook growth with Discipline in #Execution Image
Segmental #Diversification Image
Read 8 tweets
Axis Bank is yet another big Bank to report great results for June2020 qtr

NII grew 20% YoY to 6985Cr
NIM at 3.4%
GNPA fell to 4.72% Vs 4.86% QoQ, reflecting better asset quality

PAT was 1428Cr Vs loss of 1879Cr in preceding qtr&profits came about,despite higher provisioning💪
Moratorium book of Axis,is just 9.7% of advances Vs 25-28%,earlier

Gravity defying moves of #Sensex are being questioned--well,truth is,1QFY21 results have been far better than consensus--From HdfcBank &ACC,to Bandhan Bank&Infosys, results point to fast paced recovery

Ignoramuses say,good results from #AxisBank are due to moratorium loans not being classified as doubtful assets or NPAs

Well,Axis has seen contingent provisioning of 1.2% at 6898Cr to cushion against NPAs&still declared healthy profits

Asset quality for most banks has improved
Read 7 tweets
#NetZero target is incredibly welcome to focus minds so, from our work on over 3 million homes so far, here is what we have learned so far about the Home Front in the #climateemergency THREAD 👇
1. Carrots and sticks: Legal targets cut through ROI & get #retrofit to top of agenda. The #CleanGrowthStrategy targets are already driving investment amongst our public and private sector clients and action will accelerate once the standards, and their enforcement, are clarified
2. Sell the sofa not the finance: Of the carrots, our research amongst home-owners shows there is appetite for good-value #retrofit finance to overcome upfront costs, but the rest of the offer has to appeal first. Again, multiple levers are needed.
Read 12 tweets

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