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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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...
248 Views
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...
198 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...
365 Views
Dixon Tech Pre-IPO Review - Margins Expansion and Strong Growth Are Potentially a Fleeting Trend
Dixon Technologies India Ltd (3201208Z IN) is raising approximately USD110m in its upcoming IPO. Proceeds raised will mainly be used for setting up...
266 Views