CEO, Helixtap

Farah Miller

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>JK Tyre completes first phase expansion at Banmore at INR 312 crore investment  </li><li>CEAT acquires 56.9% stake in online tire-trading firm Tyresnmore   </li><li>Apollo lines up INR 1,100 crore overall capex for India</li></ul>

JK Tyre completes first phase expansion at Banmore at INR 312 crore investment  CEAT acquires 56.9% stake in online tire-trading firm Tyresnmore   Apollo lines up INR 1,100 crore overall capex for India

Indian Tire Majors On Expansion, Consolidation Mode

<ul><li>Q4 FY 2023 MRF profit accounts for half of the whole FY profit</li><li>Apollo says India, Europe operations did well in Q4 2023</li><li>CEAT feels OEMs and specialty & passenger category tires drive growth</li></ul>

Q4 FY 2023 MRF profit accounts for half of the whole FY profitApollo says India, Europe operations did well in Q4 2023CEAT feels OEMs and specialty & passenger category tires drive growth

Indian Tire Makers Mint Profit As NR Prices Keep Low

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 5 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 5 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (7 Aug): Where’s the Discount?

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (31 Jul): Where's the Discount?

<ul>
<li>In this insight, we discuss about the holdco structure of  <a href="https://www.smartkarma.com/entities/bengal-assam-co-ltd" target="_blank" data-smartkarma-citation="entities:7325:1" rel="noopener">Bengal &amp; Assam (BENG IN)</a>.</li>
<li>Anatomy of a HoldCo Multibagger : Further, we discuss about what led multi-bagger returns in this company.</li>
<li>Finally, we highlight the long term holdco discount chart and conclude with our view.</li>
</ul>


In this insight, we discuss about the holdco structure of  Bengal &amp; Assam (BENG IN).
Anatomy of a HoldCo Multibagger : Further, we discuss about what led multi-bagger returns in this company.
Finally, we highlight the long term holdco discount chart and conclude with our view.


HoldCo Series: Bengal & Assam Company Ltd – The Anatomy of a HoldCo Multibagger

India

JK Tyre & Industries Limited is an Indian multinational tire manufacturer and a leading provider of comprehensive mobility solutions. The company develops, manufactures, markets, and distributes automotive tires, tubes, flaps, and ancillary services for passenger vehicles, commercial vehicles, farming, off-the-road (OTR), and two and three-wheelers. Headquartered in New Delhi, India, the company was founded in 1951.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
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Dividend (Yield)	0.00

JK Tyre & Industries (JKI IN)

Indian Tire Majors On Expansion, Consolidation Mode

With JK Tyre completing the expansion of its radial tire manufacturing unit in Madhya Pradesh State, Apollo Tyres lining up INR 1100 crore for...

Helixtap

Indian Tire Makers Mint Profit As NR Prices Keep Low

Easing raw material prices led by natural rubber and good domestic demand have enabled the Indian tire majors to post splendid results in Q4 of FY...

Helixtap

HoldCo Weekly (7 Aug): Where’s the Discount?

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Sreemant Dudhoria

HoldCo Weekly (31 Jul): Where's the Discount?

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

Sreemant Dudhoria

HoldCo Series: Bengal & Assam Company Ltd – The Anatomy of a HoldCo Multibagger

Exploring the holdco structure of Bengal & Assam (BENG IN) and analyzing the factors behind its multi-bagger returns, along with a discussion on...

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Indian Tire Majors On Expansion, Consolidation Mode

With JK Tyre completing the expansion of its radial tire manufacturing unit in Madhya Pradesh State, Apollo Tyres lining up INR 1100 crore for...

Helixtap

Indian Tire Makers Mint Profit As NR Prices Keep Low

Easing raw material prices led by natural rubber and good domestic demand have enabled the Indian tire majors to post splendid results in Q4 of FY...

Helixtap

HoldCo Weekly (7 Aug): Where’s the Discount?

​Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Sreemant Dudhoria

HoldCo Weekly (31 Jul): Where's the Discount?

​Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

Sreemant Dudhoria

HoldCo Series: Bengal & Assam Company Ltd – The Anatomy of a HoldCo Multibagger

​Exploring the holdco structure of Bengal & Assam (BENG IN) and analyzing the factors behind its multi-bagger returns, along with a discussion on...

Sreemant Dudhoria

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

Exploring the holdco structure of Bengal & Assam (BENG IN) and analyzing the factors behind its multi-bagger returns, along with a discussion on...