2025 High Conviction Idea: PG Electroplast
PG Electroplast (PGEL IN) is India's 2nd largest ODM player for washing machines, serving as ODM and OEM for various leading brands. The company...
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ECM Weekly (9th Dec 2024) - Goodman, Auckland Airport, Kioxia, MNC, DIY, Vishal Mega, Mao Geping
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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India Electronic Manufacturing Services - Growth, Risks and Valuations
India EMS - opportunity, risks, valuations - strong earnings growth phase can't be built into perpetuity, valuations, therefore should be based on...
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PG Electroplast: AC PLI & Product Launches to Drive Future Growth
PGEL is one of the leading Electronic Manufacturing Service (EMS) providers for washing machines, Refregerators, Air conditioners and Air cooler in...
205 Views
Dixon Technologies (IPO): An Expensive Play on the India EMS/ODM Manufacturing; Low Entry Barriers
Dixon Technologies India Limited (DTIL) is raising approximately US$93.6m by selling 3.4m shares via a public offer on NSE & BSE at a price of...
372 Views