Acquistions record : Quality Power
Acquistions record : Quality Power
Acquistions record : Quality Power
Author: Its real ALPHA
#Investor # Reader #Marathoner #Cyclist #Foodie #Traveler
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R&D spend as % of GDP
Protected: Alpha Sunrise 10-oct-26
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Industrial Automation : Medium term trend
Industrial Automation : Medium term trend
Protected: Premium Stocks : 3-oct-26
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ZINC(O) WORLD
ZINC(O) WORLD
Neocloud : Medium term trend
Neocloud : Medium term trend
CNC : Medium term trend
CNC : Medium term trend
Protected: Alpha Sunrise 12-Sep-26
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Protected: Premium Stocks : 17-Aug-26
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Protected: Alpha Sunrise 17-Aug-26
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CBE Tailwinds : Long term trend
CBE Tailwinds
Protected: Alpha Sunrise 7-Aug-26
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Protected: Premium Stocks : 7-Aug-26
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Liquid cooling : Fluid transfer solutions
Liquid cooling : Fluid transfer solutions
Sona BLW 2.0
Sona BLW 2.0
ideaFORGE : Key snippets from AR2026 : BUILT DIFFERENT : built for the future
ideaFORGE : Key snippets from AR2026 : BUILT DIFFERENT : built for the future
CFF : Indigineering : Key Snippets from AR2026
CFF : Indigineering : Key Snippets from AR2026
Data Patterns 2026 Annual report and Q4FY26 : Eye catching snippets : BUILDING A SELF-RELIANT INDIA
Data Patterns 2026 Annual report and Q4FY26 : Eye catching snippets : BUILDING A SELF-RELIANT INDIA
Green Hydrogen for defense
Green Hydrogen for defense
Aeroflex 2026 Annual report : Eye catching snippets : Engineering the NEXT Intelligence
Aeroflex 2026 Annual report : Eye catching snippets : Engineering the NEXT Intelligence
Protected: Alpha Sunrise 27-Jun-26
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Krishna Defence 2026 Annual report : Eye catching snippets : Engineering the Future of Defence
Krishna defence Annual report : Eye catching snippets
Sona BLW 2026 Annual report : Eye catching snippets :From Roads to Rails to Robotics
Sona BLW Annual report : Eye catching snippets
Protected: Premium Stocks : 14-Jun-26
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Protected: ALPHA ELECTRIC PF -14-June-2026
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Protected: Alpha Sunrise 06-Jun-26
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Metal Scrap recycling : Long term Trend
Metal Scrap recycling : Long term Trend
Paradigm Shift happening in Recycling Sector
Paradigm Shift happening in Recycling Sector
Protected: Alpha Sunrise 08-May-26
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Breakdown of Humanoid components cost in % terms
Breakdown of Humanoid components cost in % terms
Avalon : Unique positioning
Avalon : Unique positioning
ESDM market : Medium term trend
ESDM market
Datacenter liquid cooling : Medium term trend
Datacenter liquid cooling : Medium term trend
China Luxury Cars Apetite
China Luxury Cars Apetite
Protected: Alpha Sunrise 24-APR-26
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India Anode demand : Medium term trend
India Anode demand : Medium term trend
Protected: Premium Stocks : 07-Mar-26
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Protected: Alpha Sunrise 07-Mar-26
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Data Centers Liquid cooling : Medium term trend
Data Centers Liquid cooling : Medium term trend
DII vs FII
DII vs FII
Robotaxis : Future is here
Robotaxis : Future is here
ESDM market and India’s % share
ESDM market and India's % share
Scaffolding : Medium term trend
Scaffolding : Medium term trend
Medium Term trend : TMS Market
Medium Term trend : TMS Market
Outlook for silver demand
Outlook for silver demand
Aviation Market : Short term trend
Aviation Market : Short term trend
Data center Capacity Demand : Medium term trend
Data center Capacity Demand : Medium term trend
PEB industry : Medium term trend
PEB industry : Medium term trend
Medium Term trend : Healthcare products
Medium Term trend : Healthcare products
Animal Health Market : Medium term trend
Animal Health Market : Medium term trend
Protected: Premium Stocks : 11-Jan-26
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Happy New Year 2026
Anything changes on 1st Jan? Yes, we all add some resolutions!! What’s mine then for 2026 Focus Focus Focus But Where? Focused Execution 2026 is the year where the base of next 4-5 years is being formed We cant go wrong in base formation What I am doing? Concentrating my bets How? By removing the… Continue reading Happy New Year 2026
Protected: Alpha Sunrise 31-Dec-25
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Ice Cream Market : Medium Term Trend
Ice Cream Market : Medium Term Trend
Helmet Mkt : Medium term trend
Helmet Mkt : Medium term trend
2nd Largest commodity : Coffee
2nd Largest commodity
Recessions and Federal Reserve cuts
Recessions and Federal Reserve cuts
Medical tourism : Medium term trend
Medical tourism : Medium term trend
Wearables : Medium term trend
Wearables : Medium term trend
Google vs OpenAI
Google vs OpenAI
Protected: Alpha Sunrise 30-Nov-25
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Healthcare Spending : Long term !!
Healthcare Spending : Long term !!
Gold Vs USD share
Gold Vs USD share
Thin Glass : New trend
Thin Glass : New trend
Rare earth metals : Story too far
Rare earth metals : Story too far
Energy conglomerates commitment
Energy conglomerates commitment
Pediatric : Long term trend
Pediatric : Long term trend
HIRE : Biggest threat looming around !!
HIRE : Biggest threat looming around !!
Mobile Gaming : medium term trend
Mobile Gaming : medium term trend
Port capacity trend
Port capacity trend
Rategain 2025 Annual report : Eye catching snippets
Rategain 2025 Annual report : Eye catching snippets
Revolutionizing Steelmaking : Complete Robotic solution in Caster
Revolutionizing Steelmaking : Complete Robotic solution in Caster
Rare Earth free motors : New Trend
Rare Earth free motors : New Trend
Protected: Premium Stocks : 26-Oct-25
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Organised (from unorganised) : Mega trend
Organised (from unorganised) : Mega trend
Protected: Alpha Sunrise 25-Oct-25
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Semiconductor market
Semiconductor market
Overseas education spending : Long term trend
Overseas education spending : Long term trend
Human vs AI articles : who is winning
Human vs AI articles : who is winning
Food inflation
Food inflation
EV penetration and EV Charger per 4W
EV penetration and EV Charger per 4W
22 learnings of my stock journey
22 learnings of my stock journey
E2E 2025 Annual report : Eye catching snippets
E2E 2025 Annual report : Eye catching snippets
Dessertsindia : Long term trend
Dessertsindia : Long term trend
Kill That ITCH
Kill That ITCH
Global Orthopaedic Market
Global Orthopaedic Market
Buyer to builder
Buyer to builder
Protected: Microcap thesis
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Cruise tourism : Emerging Trend
Time technoplast 2025 Annual report AND AGM 2025 : Eye catching snippets
Time technoplast 2025 Annual report and AGM 2025 : Eye catching snippets
Protected: Alpha Sunrise 13-Sep-25
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Avalon 2025 Annual report : Eye catching snippets
Avalon 2025 Annual report : Eye catching snippets
Alcohol is BAD
Alcohol is BAD
Thor(ium)
Thor(ium)
T&D EPC market
T&D EPC market
CEO ousters
CEO ousters
GCC growth
GCC growth
Maritime Development : Long term trend
Maritime Development : Long term trend
Time technoplast : Triggers ahead
Time technoplast : Triggers ahead
AI startups
AI startups
Indigenous commerical EO satellite
Indigenous commerical EO satellite
Long term trend : Power Products
Long term trend : Power Products
Protected: Premium Stocks : 9-Aug-25
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Protected: Alpha Sunrise 9-Aug-25
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DAC clearance : Who can benefit
DAC clearance : Who can benefit
Innovator CDMO market
Innovator CDMO market
20 Opportunities in mid 2025
20 Opportunities in mid 2025
Protected: Positional Stocks 27-Jul-25
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SYRMA SGS
We have covered this company earlier at https://alpha-affairs.com/2023/05/07/company-at-y2k-moment/ SYRMA SGS Manufactures various electronic sub-assemblies, assemblies and box builds, disk drives, memory modules, power supplies/adapters, fiber optic assemblies, magnetic induction coils and RFID products, and other electronic products. The company is a part of Tandon Group with Sandeep Tandon as chairman of the company. Its manufacturing… Continue reading SYRMA SGS
Clinical Trials : Long term trend
Clinical Trials : Long term trend
Pets insurance
Pets insurance
Metal scrap!! Emerging industry
Metal scrap!! Emerging industry
New CEO
New CEO
LIDAR : Medium term trend
LIDAR : Medium term trend
Domestic Satcom
Domestic Satcom
Rare Earth Magnets : Export restrictions
Rare Earth Magnets : Export restrictions
Lean AI Leaders
Lean AI Leaders
Protected: Premium Stocks : 6-Jul-25
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Summary: NITI Aayog Chemical Industry Report (July 2025)
Summary: NITI Aayog Chemical Industry Report (July 2025)
Rare earth metals
Rare earth metals
Protected: Alpha 28
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India Opportunities for coming decade
India Opportunities for coming decade
AI enabled Medical Devices : Long term Trend
AI enabled Medical Devices : Long term Trend
Protected: Positional Stocks 30-June-25
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Protected: Positional Stocks 23-June-25
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Jewellery Market : Medium term trend
Jewellery Market : Medium term trend
PEB steel buildings market : Medium term trend
PEB steel buildings market : Medium term trend
Protected: Alpha Sunrise 14-Jun-25
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Sunrise: Welcome to Recycling world
Premium: Luxury FMCG Proxy
ALD series ( ALPHA LEARNER DAY)
ALD series ( ALPHA LEARNER DAY)
Mega Trend : India Equity, MF, AIF growth
Mega Trend : India Equity, MF, AIF growth
Protected: Positional Stocks 9-June-25
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Protected: Positional Stocks 1-June-25
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Protected: Positional Stocks 26-May-25
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EPC in Power transmission and distribution : Medium term trend
EPC in Power transmission and distribution : Medium term trend
Exports : Smartphones : Medium term trend
Exports : Smartphones : Medium term trend
Gold Vs Silver Comparison
Gold Vs Silver Comparison
Weight loss drugs market : Long trem trend
Weight loss drugs market : Long trem trend
Video Piracy
Video Piracy
Gig Economy : Medium term trend
Gig Economy : Medium term trend
Protected: Premium: Luxury FMCG Proxy
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Protected: Positional Stocks 26-Apr-25
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Protected: Premium Stocks : 26-Apr-25
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Global AI opportunity : Long term Trend
Global AI opportunity : Long term Trend
Long term trend : Recycled Rubber
Long term trend : Recycled Rubber
Protected: Alpha Sunrise 6-Apr-25
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Can India take tariff benefit!!
Can India take tariff benefit!!
Protected: Positional Stocks 31-Mar-25
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Bajna Chahiye Gaana
Bajna Chahiye Gaana
Make your diet Sugar free!!
Sugar free is the way forward!!
Subsidy race : Electronics Manufacturing
Subsidy race : Electronics Manufacturing
Luxury Housing
Luxury Housing
Medium term trend : GPU operation cost
Medium term trend : GPU operation cost
POWER POWER POWER
POWER POWER POWER
ReaaS and IaaS : New trend
ReaaS and IaaS : New trend
ePLANE
ePLANE
Some interesting Snippets from Q3FY25
Some interesting Snippets from Q3FY25
Protected: Alpha Sunrise 15-Feb-25
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ENGINE
ENGINE
Race!!
Race
SMR and AMR : New trend
SMR and AMR : New trend
SIP : only in undervalued Asset class
SIP : only in undervalued Asset class
Protected: Premium Stocks : 9-Feb-25
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Long term trend : Migration to low cost
Long term trend : Migration to low cost
Will rate cut happen?
Will rate cut happen?
Steel consumption in India
Steel consumption in India
Nuclear share
Nuclear share
Battery Free Phone
Battery Free Phone
AI Lab as a service : AILaaS
AI Lab as a service : AILaaS
Refurbished medical devices : no Athithi Devoh Bhavah
Refurbished medical devices : no Athithi Devoh Bhavah
Protected: Positional Stocks 20-JAN-25
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Food Delivery : Long term trend
Food Delivery : Long term trend
Notifications : Pick me up
Notifications : Pick me up
Protected: Positional Stocks 13-JAN-25
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Protected: Premium: HVACR Solutions
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Bond Yields
Bond Yields
Protected: Positional Stocks 5-JAN-25
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Egg freezing
Egg freezing
Northen Sea Route : Alternate Lane
Northen Sea Route : Alternate Lane
Protected: Alpha Sunrise 1-Jan-25
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Willow : under 5 Mins : Faster than Zepto
Willow : under 5 Mins : Faster than Zepto
Sunrise : Engineering Solutions provider – Strategy and Opportunities for FY26 and FY27
Sunrise : Engineering Solutions provider - Strategy and Opportunities for FY26 and FY27
Protected: Positional Stocks 30-Dec-24
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Open AI in Drones and Defense
Open AI in Drones and Defense
Protected: Investment Insights: Transformer proxies
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Demograhic advantage declining
Demograhic advantage declining
Protected: Premium Stocks : 25-Dec-24
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Protected: Exploring Ajooni Biotech’s Growth in Animal Healthcare
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Protected: Investment Insights: BMW Industries Growth Outlook
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PLI Schemes in ESDM
PLI Schemes in ESDM
Insights into Indian Jewelry Market and LGD
Insights into Indian Jewelry Market and LGD
Protected: Comprehensive ICT Solutions provider
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Scaling or experimenting
Scaling or experimenting
Protected: Positional Stocks 16-Dec-24
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CRDMO : Getting pace on growth
CRDMO : Getting pace on growth
Protected: Positional Stocks 9-Dec-24
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Demat growth Slows down : Short term trend
Demat growth Slows down : Short term trend
Weight gain
Weight gain
Heat Exchanger Market : Medium trend market
Heat Exchanger Market : Medium trend market