ASAN
Research Analyst
Research
Coverage notes, sector studies and technical work — each one built from primary filings.
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Heavy Engineering
Issue structure, promoter dilution, working-capital cycle and how the ask compares with listed peers on the same order profile.
Recycling
RSI/MACD alignment on a weekly close above the supply zone, with a tight invalidation.
Infrastructure
Order book cross-verified against exchange filings, RPT structure examined, and a defined invalidation level.
EMS / Electronics
Where value actually accrues as electronics manufacturing localises, and why assembly-led margins compress before component-led margins do.
RPT disclosure is a compliance table for most companies and a governance signal for a few. Telling them apart is a matter of process, not instinct.
A short note on the gap between announced orders and what actually reaches the exchange filing — and why we treat the filing as the fact.
Recycling
Closed position — published for the public track record.
Defence
A structural read on indigenisation lists, order visibility and the execution bottlenecks that decide which order books actually convert.