My Hunch, You May Say, on Indian Markets and Possible Investing Strategy
My thoughts or hunch on probable direction of Indian markets and investing strategy -To my mind, investors - have mostly adjusted themselves to the...
207 Views
Lumax Ind - Re-Iterate Inv. Thesis – FY18 Marginally Below Est. - Mkt Leader in Dom. Auto Lighting
Lumax Industries Ltd (LUMX IN) Performance SnapshotNote - refer to the earnings presentation attached for details on performance.Base Case...
65 Views
Lumax Ind - Re-Iterate Inv. Thesis – Strong Q3-FY18 -
Re-iterate Inv. Thesis – Strong Q3-FY18 - Mkt leader in dom. Auto lighting, LED scale up to drive profitability, healthy BS & improving RoCE to...
90 Views
Lumax Ind – LED Scale up to Drive Profitability, Healthy BS & Improving RoCE to Support Re-Rating
Background – Lumax Industries is a market leader (~35% Mkt sh) in the domestic automotive lighting industry. However consolidated Lumax group...
111 Views