Discover and read the best of Twitter Threads about #HansrajCapital
Most recents (3)
Recent Business environment has been mix for Chemical, Pharma & API companies 🧪🏥💊. Its time to decode what happened across the industry and how companies are surviving through these headwinds.
An educational thread 🔖🧾 on what happened across and summary of their concall ☎️☎️
An educational thread 🔖🧾 on what happened across and summary of their concall ☎️☎️
Aarti Drugs, Surviving in Headwinds,margins under pressure 📉
bit.ly/30V1CVa
Eris Lifesciences, Growth levers to be triggered in Cardio Metabolic Segment🫀
bit.ly/3xkwM4f
AuroPharma, Will injectables help in recovery? 💉
bit.ly/3FILIfn
bit.ly/30V1CVa
Eris Lifesciences, Growth levers to be triggered in Cardio Metabolic Segment🫀
bit.ly/3xkwM4f
AuroPharma, Will injectables help in recovery? 💉
bit.ly/3FILIfn
Granules, Will backward Integration help to bring back the growth? 📈
bit.ly/30OxUAV
IPCA Lab, Facing challenges in API Segment 📊
bit.ly/3HZYDvA
SMS Pharma, Working silently in APIs segment 🔇
bit.ly/3p2XOtk
bit.ly/30OxUAV
IPCA Lab, Facing challenges in API Segment 📊
bit.ly/3HZYDvA
SMS Pharma, Working silently in APIs segment 🔇
bit.ly/3p2XOtk
#RBIGuideline
- Capital requirement for Universal Bank & Small Finance Banks has raised to 1000 Cr. from 500 Cr. & 300 Cr from 200 Cr respectively
- Initial lock-in of 40% stake of promoters for 5 years (No Change)
- Capital requirement for Universal Bank & Small Finance Banks has raised to 1000 Cr. from 500 Cr. & 300 Cr from 200 Cr respectively
- Initial lock-in of 40% stake of promoters for 5 years (No Change)
- Maximum promoter stake raised to 26% of paid up voting equity share capital from 15%, in the long run of 15 years
- It applies to new as well as on existing banks
- Promoter can bring down holding to even below 26% after lock in of 5 years
- It applies to new as well as on existing banks
- Promoter can bring down holding to even below 26% after lock in of 5 years
- RBI is trying to stop corporates from entering banking
- Promoters can infuse more money so it will help banks in distress position
- It is important for the growth of banks as small shareholding affects individual's interest in business
- Promoters can infuse more money so it will help banks in distress position
- It is important for the growth of banks as small shareholding affects individual's interest in business
#FreightCost
As Ocean freight rates have dropped by $10-15/t since Nov. What are the possibilities in future lets understand
Reasons of drop:
- As Winter Olympics are near so China wants clean environment so reducing fossil fuels consumption
As Ocean freight rates have dropped by $10-15/t since Nov. What are the possibilities in future lets understand
Reasons of drop:
- As Winter Olympics are near so China wants clean environment so reducing fossil fuels consumption
- China instructed large power consuming industries to lower the production and it ramped up its coal production from 11 Mnt to 12Mnt so because of that China's coal stock has returned from its low
- Short term demand disruption of Coal Import from China led to less congestion on ports
- After the Evergrande collapse in China, Its real estate sector impacted negatively and iron ore & related commodities consumption came down
- After the Evergrande collapse in China, Its real estate sector impacted negatively and iron ore & related commodities consumption came down
