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the day the regulator reduces the transaction charges - the remaining two players will become unprofitable and unviable. If the regulator genuinely wants the other players to survive - then reduction in prices doesnt seem plausible.

Explored a bit further. So the management remuneration did rise that sharply. Beyond the fixed component, it was the 0.6% commission on sales to the 4 directors.

Given that the employee expenses include about 1.5 Cr to the directors too, the remaining 6.75 Cr is spread across the approx 90 employees. That’s just about 7.5LPA. Is that a good average pay for a paints app...

https://www.thepharmaletter.com/pharma-news/takeda-recalls-anti-inflammatory-dasen-in-japan-due-to-efficacy

I tried finding the research article but apparently they never published the studies in a peer re...

Hi Hitesh Bhai. Hope you are doing good.

What are your views on SJS Enterprises? Whenever I think of this company, it comes to my mind as the kind of “boring company” which Peter Lynch describes in One Up on Wall Street. They manufacture stickers, badges and aesthetic components for automobile companies. The products are relatively inexpensive compared to the ...

Market coupling is already priced in folks, what’s unpriced/getting priced in lately is this.

possibility of transaction charges being capped at 1.5p/unit