PFAS Trend
PFAS Trend
PFAS Trend
Author: Its real ALPHA
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Japanese Pivot
Japanese Pivot
Close Race to grab and grow(w)
Close Race to grab and grow(w)
Premium travelling
Premium travelling
BluSmart EV expanding
BluSmart EV expanding
Flying high on cloud Nine : Bitcoin
Flying high on cloud Nine : Bitcoin
Positional Stocks 17-Mar-24
Positional Stocks
Act of faith
Act of faith
Road to Junk
Road to Junk
India Vs Vietnam Vs Bangladesh
India Vs Vietnam Vs Bangladesh
Terminal Capacity
Terminal Capacity
Chinese Skincare
Chinese Skincare
Blockchain vs Generative AI
Blockchain vs Generative AI
Another dimension to Red sea Crisis
Another dimension to Red sea Crisis
All Time high : Who will blink first
All Time high : Who will blink first
RED SEA Crisis
RED SEA Crisis
STOP!
STOP!
Reverse Bidding : U turn
Reverse Bidding : U turn
Sportwear Industry : Medium Term trend
Sportwear Industry : Medium Term trend
Protected: Alpha Sunrise 3-Mar-24
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Protected: Positional Stocks 3-Mar-24
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Protected: Premium Stocks : 3-Mar-24
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OSAT
OSAT
Hydrogen electrolyser : Aatmnirbhar
Hydrogen electrolyser : Aatmnirbhar
Giant Bottleneck
Giant Bottleneck
Powerful drugs
Powerful drugs
Ultra HNI
Ultra HNI
MF AUM vs Bank Deposits
MF AUM vs Bank Deposits
Electricity Demand
Electricity Demand
Biohydrogen
Biohydrogen
Xiaomi : EV connection
Xiaomi : EV connection
Cocoa vertical takeoff
Cocoa vertical takeoff
DAC : Defense Aatmnirbhar version
DAC : Defense Aatmnirbhar version
Nuclear energy
Nuclear energy
50% cheaper
50% cheaper
Infinite ROE
Infinite ROE
Market size : Electric Auto components
Market size : Electric Auto components
Cost of energy
Cost of energy
Protected: Positional Stocks 17-Feb-24
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TATA ATMP
TATA ATMP
Flee Paytm !!
Flee Paytm !!
SaaS fees : Indian Discounts applicable
SaaS fees : Indian Discounts applicable
Real Estate and Other Assets
Real Estate and Other Assets
29 Institutions!!
29 Institutions!!
$8-billion chip fabrication plant
$8-billion chip fabrication plant
Transportation Solutions
Transportation Solutions
Indian Digitisation
Indian Digitisation
CV Slowdown!!
CV Slowdown!!
Capex is the key
Capex is the key
Protected: Time for Logistics
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Protected: Positional Stocks 10-Feb-24
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Wind power giants facing challenges
Wind power giants facing challenges
Medical Devices
Medical Devices
ICE to H2ICE
ICE to H2ICE
Radialisation Effect
Radialisation Effect
SS-7
Diwali to Diwali -7
Protected: Positional Stocks 4-Feb-24
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Travel health index
Travel health index
Protected: ALD 26-27Jan Presentations
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Stay away from FnO
Stay away from FnO
Railways and Defense : Game is Still on
Railways and Defense : Game is Still on
Aquaculture
Aquaculture
Home for Fintechs : India
Home for Fintechs : India
PCB Indian market : Medium term trend
PCB Indian Market : Medium Term trend
Amphibious Drone
Amphibious Drone
US Rooftop Solar going under roof
US Rooftop Solar going under roof
Rooftop : New trend
Rooftop : New trend
Protected: Positional Stocks 27-Jan-24
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Traditional to emerging Renewables
Traditional to emerging Renewables
Short term outlook on Indian economy
Short term outlook on Indian economy
Grey vs Green Ammonia
Grey vs Green Ammonia
Keep your Chi(n/p) up !!
Keep your Chi(n/p) up !!
SS-6
Diwali to Diwali -6
Protected: Positional Stocks 20-Jan-24
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Negative Checklist
Negative Checklist
Luxury Car makers
Luxury Car makers
Tax to GDP ratio
Tax to GDP ratio
CO2 emissions from recycled materials
CO2 emissions from recycled materials
Toll causing Double Toll per trip
Toll causing Double Toll per trip
Sprinting Ahead : Medium term trend
Sprinting Ahead
Urbanization rate
Urbanization rate
Protected: Premium Stocks : 13-Jan-24
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Protected: Positional Stocks 13-Jan-24
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Chemical and Pharma Player : AMI organics
Chemical and Pharma Player
Affluent India : Companies that can benefit
Affluent India : Companies that can benefit
Credit cards rising faster : Long term Trend
Credit cards rising faster : Long term Trend
Semicondutors : An era is changing for Indian markets
Semicondutors : An era is changing for Indian markets
Fortnightly Thesis
Fortnightly Thesis
Space launches
Space launches
Largest attack on commercial shipping : Red Sea Crisis
Largest attack on commercial shipping : Red Sea Crisis
Smart IOT for Smart Meters
Smart IOT for Smart Meters
E-Waste Generation : Long term trend
E-Waste Generation : Long term trend
PSU Capex Status in FY24
PSU Capex Status in FY24
SS-5
Diwali to Diwali -5
Protected: Positional Stocks 6-Jan-24
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FAME III -EV
FAME 3 -EV
CBG : New trend
CBG : New trend
AI in Healthcare
AI in Healthcare
Protected: Alpha Sunrise 2-Jan-24
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Start(Shut)ups
Start(Shut)ups
Battery Raw Materials Companies
Battery Raw Materials Companies
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