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...
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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...
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