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
Author: Its real ALPHA
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Clinical Trials : Long term trend
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Pets insurance
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Metal scrap!! Emerging industry
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New CEO
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LIDAR : Medium term trend
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Domestic Satcom
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Rare Earth Magnets : Export restrictions
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Lean AI Leaders
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Summary: NITI Aayog Chemical Industry Report (July 2025)
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India Opportunities for coming decade
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AI enabled Medical Devices : Long term Trend
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Jewellery Market : Medium term trend
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PEB steel buildings market : Medium term trend
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ALD series ( ALPHA LEARNER DAY)
ALD series ( ALPHA LEARNER DAY)
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Mega Trend : India Equity, MF, AIF growth
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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
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Weight loss drugs market : Long trem trend
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Video Piracy
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Gig Economy : Medium term trend
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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
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Can India take tariff benefit!!
Can India take tariff benefit!!
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Bajna Chahiye Gaana
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Sugar free is the way forward!!
Subsidy race : Electronics Manufacturing
Subsidy race : Electronics Manufacturing
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Luxury Housing
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Medium term trend : GPU operation cost
POWER POWER POWER
POWER POWER POWER
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ReaaS and IaaS : New trend
ePLANE
ePLANE
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Some interesting Snippets from Q3FY25
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ENGINE
ENGINE
Race!!
Race
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SMR and AMR : New trend
SIP : only in undervalued Asset class
SIP : only in undervalued Asset class
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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
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Battery Free Phone
AI Lab as a service : AILaaS
AI Lab as a service : AILaaS
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Refurbished medical devices : no Athithi Devoh Bhavah
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Food Delivery : Long term trend
Food Delivery : Long term trend
Notifications : Pick me up
Notifications : Pick me up
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Bond Yields
Bond Yields
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Egg freezing
Egg freezing
Northen Sea Route : Alternate Lane
Northen Sea Route : Alternate Lane
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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
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Open AI in Drones and Defense
Open AI in Drones and Defense
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Demograhic advantage declining
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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
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CRDMO : Getting pace on growth
CRDMO : Getting pace on growth
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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
Record Capex by Internet firms
Record Capex by Internet firms
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Telecom Towers : Medium term trend
Telecom Towers : Medium term trend
Panama and Suez Transits : Disruption
Panama and Suez Transits : Disruption
Data centers India : Long term trend
Data centers India : Long term trend
US CHIPS act : WIP
US CHIPS act : WIP
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Expanding GAS
Expanding GAS
City bus going electric in Europe
City bus going electric in Europe