External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

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External broker reports(aggregated public sources)

The Beat Ideas: Frontier Springs, A Proxy Play to Capitalizing on Indian Railway Capex Boom

The Beat Ideas: Goodluck India Accelerating Margin Growth with Value-Added Products & Defence

The Beat Ideas: Diffusion Ltd: A Deep Dive into a Diversified Industrial Play

Equity Bottom-Up

<ul><li>We attended Ramkrishna Forgings’s (RKFL) Analyst Day meet and came out positive as the company is continuing its winning streak, backed by (1) China + 1/ Europe + 1 themes (2) Regular order inflow supported by capacity addition program (3) diversified revenue mix (4) Well-spread geographical mix and (5) continued customer addition.</li><li>Along with its latest acquisitions (JMT, MAPL, ACIL) the company is capable to supply new set of customers and gaining capability to supply assemblies.</li><li>Post attaining robust capabilities in CV segment, the company is poised to expand its presence in PVs and other non-automotive segment. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We attended Ramkrishna Forgings’s (RKFL) Analyst Day meet and came out positive as the company is continuing its winning streak, backed by (1) China + 1/ Europe + 1 themes (2) Regular order inflow supported by capacity addition program (3) diversified revenue mix (4) Well-spread geographical mix and (5) continued customer addition.Along with its latest acquisitions (JMT, MAPL, ACIL) the company is capable to supply new set of customers and gaining capability to supply assemblies.Post attaining robust capabilities in CV segment, the company is poised to expand its presence in PVs and other non-automotive segment. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ramkrishna Forgings Ltd - Riding on Diversification