Rounaq Bakshi notes

https://youtu.be/C56n8Xjv7mQ?si=HP9SiQXZTMI54obK MosChip  Technologies working with Taiwan Semiconductor Manufacturing Company on Semiconductor Oct 17, 2022  –  MosChip  Technologies, a Semiconductor and Embedded system design services company, announced that the company has joined the Design Center Alliance (DCA) of  . The TSMC DCA focuses on  chip -implementation services and system-level design solutions to help lower design barriers for customers adopting TSMC technology. “ MosChip  is pleased to partner with TSMC as its OIP member,” said Venkata Simhadri, MD/ CEO of  MosChip . “This is a major milestone for  MosChip , which highlights our strategic focus to collaborate with the world’s leading foundry for providing the highest quality solutions to help our mutual customers enable advanced SoC design. The membership certainly allows us to engage and serve our mutual customers more efficiently.” Semiconductor and system design service...

  https://youtu.be/TLcT4x1dJ5I?si=m8QRAJ6XsWml4n-f SANGHVI  MOVERS LTD.: Business Outlook is Week For the first quarter of current financial year 2024-25, the financial performance of the company has affected on account of reduction in capacity utilization and consequent reduction in the blended average yield primarily on account of better than predicted monsoon & slowdown due to general elections.  The management expects similar kind of business outlook and subdue financial performance of the company in Q2 FY 25 and expect further drop in CU (below 75%) and average blended yield (below 2%).  Company have better visibility of crane deployment post monsoon i.e. H2FY 25 and have healthy pipeline and serious enquires from its key customers.  Expect business volume, CU and Yield to pick up in H2FY and CU and Yield is expected to cross beyond 80% and 2% respectively in H2FY25.  Inview of the above, the management have cautiously reviewed its Capex decision a...

https://youtube.com/shorts/d4bVJiIrfBk?si=2wiLHWrcDAVsuZQD CHENNAI PETROLEUM CORPORATION : Debt reduction goal Chennai Petroleum Corporation Limited (CPCL), formerly known as Madras Refineries Limited (MRL) was formed as a joint venture in 1965 between the Government of India (GOI), AMOCO, and National Iranian Oil Company (NIOC).  The present shareholders are IOCL, NICO, and others holding 51.89%,15.40%,32.71% shares respectively. CPCL was conceived as a grass root refinery in 1969 with an installed refining capacity of 2.5 MMTPA.  Today, CPCL is one of the largest refining corporation in South India, with an installed refining capacity of 10.5 MMTPA built. CPCL stands tall among the public-sector refining companies in India, with one of the most complex refineries of its kind in the country, producing an array of value-added petroleum products.  It also pioneered key initiatives in several areas such as process optimization, technology absorption, energy conversation, an...

https://youtube.com/shorts/1YY13FcTU7Q?si=uG3h8eJXXuqch8Qo RELIANCE INDUSTRIES: Clean Energy Transition Reliance is making significant strides in the development of the Dhirubhai Ambani Green Energy Giga Complex spanning 5,000 acres in Jamnagar.  The phased commencement of operations at the Solar PV Giga Factory is anticipated by the end of 2024   Reliance has made progress in developing a manufacturing ecosystem essential for cost-efficient wind power generation at a giga scale In parallel, Reliance is accelerating the commercialisation of its sodium ion battery technology.  With plans to industrialise sodium ion cell production at a megawatt level by 2025, the Company intends to rapidly transition to a giga scale     Reliance is also working towards establishing a giga factory dedicated to fuel cells, which are anticipated to progressively replace internal combustion engines.  Reliance is investing in a power electronics giga factory, a vital co...

https://youtu.be/uPcCqY6Y1es?si=n_iIR7RNz7CemaXs   RELIANCE INDUSTRIES:  Jio Continuing Leadership In 5G Transition Industry-leading operating performance driving healthy financial results  JPL consolidated Revenue at Rs 29,449 Crore, growth of 12.8% YoY  JPL consolidated EBITDA at Rs 14,638 Crore, growth of 11.6% YoY Subscriber base at 489.7 million in Q1 FY’25; net additions of 8.0 million  Largest 5G subscriber base of ~130 million globally (outside China)  ARPU for the quarter at Rs 181.7/month Jio continues to build on its market leadership with ~33% YoY increase in data traffic  Jio is now the largest operator globally in terms of data traffic  5G accounts for 31% of Jio’s wireless data traffic Jio has become the fastest operator to cross 1 million connections on Fixed Wireless with strong demand for JioAirFiber  Building on #1 position in home broadband with >60% share of industry net additions   About the author Hi, My Na...

https://youtube.com/shorts/32bjjjgYaTc?si=anr8AuA1mUIcavcf Fund Name Motilal Oswal NASDAQ Q 50 ETF About Nasdaq Q 50 Index The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies outside of the Nasdaq-100 Index Exposure to next-generation of innovators The Nasdaq Q-50 Index (NXTQ) tracks the performance of the 50 securities that are next eligible for inclusion into the Nasdaq 100 Index (NDX). The index deploys the proven methodology behind the time tested Nasdaq 100 Index, with its emphasis on innovation and growth.  The key benefit of the Nasdaq Q-50 is diversification into additional disruptive companies beyond the established, mega cap and large cap leaders in the Nasdaq 100.  Stock Selection: Top 50 companies that are not part of NASDAQ 100 Index are included, in the Index, but with acute focus on the next generation of market leadership Weighting: The index stocks are weighted by modified float adjusted market...

https://youtu.be/rAcEFpKFwd4?si=0t7EM2s1U93xcCMV   PCBL   profit may jump 5x in next five years to ₹2,500 crore, says RPSG Group Chairman Sanjiv Goenka The profitability of  PCBL  Ltd., the producer of carbon black and its by-products, should see a rise of 5x in the next five years, according to RP Sanjiv Goenka Group Chairman, Sanjiv Goenka. Goenka said that  PCBL  should see a profit after tax between ₹2,400 crore and ₹2,500 crore in the next five years. Goenka also said that  PCBL 's margins can see an expansion of nearly 200 basis points up to 18% from the current levels of 16%. The RP Sanjiv Goenka Group Chairman said that they intend to expand in the chemicals business through the acquisition of "Aquapharm" and will also be making investments in oil and gas chemicals.  PCBL  had acquired Aquapharm in November 2023 for over ₹3,800 crore. This strategic acquisition marked  PCBL 's entry into the global specialty segments of water tre...