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Sectors in Focus

Major Corporate Developments This Week

1. State Bank of India (SBI) - The state-owned lender acquired 6.35% stake in Canpac Trends for Rs. 50 crores.
2. Texmaco Rail and Engineering - The company won a Rs. 1,374.41-crore order from the ministry of railways.
3. Genus Power Infrastructures - Received a Rs. 1,026.31 Crore order for the appointment of advanced metering infrastructure service providers.
4. Adani Ports completed a 49% stake sale in Adani Ennore container to Mundi Ltd for Rs. 247 crores.
5. NLC India bagged order for north Dhadu Coal Block in Jharkhand under commercial coal block e-auction.
6. J Kumar Infraprojects won an order worth Rs 583 crore to construct four-lane elevated corridor in Chennai.
7. Bharat Electronics Ltd received an order of Rs. 580 Crore from Indian Army for AMC of Radars. This project will have participation of Indian electronics and associated industries, including MSMEs, which are sub-vendors of BEL.
8. DroneAcharya Aerial Innovations announced its recent achievement of securing a pivotal contract from the Ministry of Defense, Department of Military Affairs, based in Bhalra, Jammu & Kashmir. The esteemed contract involves the supply of Drone Simulators and will be executed at NCPITS (CBS) Bhalra, Jammu & Kashmir.
9. Zydus Lifesciences has received final approval from the United States Food and Drug Administration (USFDA) for Darunavir Tablets 600 mg and 800 mg, and tentative approval for 75 mg and 150 mg tablets.
10. RBL Bank acquired an 8.5% stake in ONDC for Rs. 40 crores.
11. Jupiter Wagons bagged order worth 1,617 crore from Railway Ministry.
12. Oriental Rail Infrastructure announced that Oriental Foundry Pvt Ltd, a Wholly Owned Subsidiary of the Company has secured order worth Rs 485 cr for Manufacture and Supply of 1,200 BOXNS Wagons against e-Tender invited from Indian Railways.
13. Shree Cement commissioned new Kiln at its Nawalgarh, Rajasthan facility with a capacity of 11,500 t/Day.
14. NBCC India bags order worth Rs 1,500 cr from NCDC for infra construction.

TechnoFunda Investing Quote from Legends

The quote emphasizes the significance of investing in companies with inherent strengths, rather than being swayed by short-term economic advantages. Legendary investors like Buffett and Munger prioritize identifying compounding machines—businesses with enduring, high-return characteristics. Costco exemplifies this approach. Munger's wisdom highlights the value of acquiring great companies at fair prices. The key lesson: investing in companies with high returns on capital ensures long-term returns. Nick Sleep, within Nomad's investment tenure, adhered to this strategy, showcasing the timeless principle of prioritizing quality for sustained, favorable returns.

📚 Book I'm Reading This Week ​​​​​ZERO to ONE by PETER THIEL Zero to One: Notes on Startups, or How to Build the Future" by Peter Thiel offers a compelling take. Thiel, renowned for his success with PayPal and Palantir, emphasizes the value of creating something new over copying existing models. He argues that true progress happens when we move from 0 to 1, not simply replicating what already exists. Through insights on monopolies, differentiation, and the mindset needed for innovation, Thiel challenges conventional thinking in a way that's both thought-provoking and practical. This engaging read is a must for business enthusiasts and aspiring entrepreneurs looking to navigate the path from zero to a singular, impactful idea. List of All Books I have Shared →

TechnoFunda 101 - Power Capsules

Learn technical as well as fundamental concept in a simple way

DuPont Analysis

DuPont Analysis, also known as the DuPont Model, is a financial tool that deconstructs Return on Equity (ROE) to unveil the underlying factors influencing a company's profitability and ways to enhance it. This analysis breaks ROE down into three crucial components:

1. Net Profit Margin: This measures how efficiently a company converts its sales revenue into profit. A higher net profit margin implies better profitability for each dollar of sales.
2. Asset Turnover: Asset turnover evaluates how effectively a company utilizes its assets to generate sales. A higher asset turnover indicates efficient asset utilization for revenue generation.
3. Financial Leverage: Financial leverage gauges a company's use of debt for financing. Higher financial leverage means greater reliance on debt, which can boost returns but also introduces more risk.

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Practical Applications: DuPont Analysis is invaluable for financial analysts, investors, and management to comprehend changes in ROE over time and to identify key contributors to its strength. By breaking down ROE, it guides companies in focusing on areas for profitability enhancement.

Additionally, it aids in benchmarking a company's financial performance against industry peers, highlighting areas of strength and weakness. In essence, DuPont Analysis provides a comprehensive view of a company's financial performance and actionable insights for strategic planning and decision-making.

🚀 My Content For This Week 🎬 YouTube: RAILWAYS SECTOR ANALYSIS​ 📋 Twitter: Vivek Mashrani, CFA @MashraniVivek 10 common money mistakes that will cost you your financial freedom.... Don't miss the 7th one... A thread....Let's go #investing #mistakes #technofunda #YouCanCompound 3:20 PM • Nov 12, 2022 69 Retweets 179 Likes Read 11 replies ​

🎙️ My Weekly Podcast For You

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Keep Compounding...

Vivek Mashrani, CFA Founder, TechnoFunda Investing

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