Companies / KAJARIACER
NSEKajaria Ceramics (KAJARIACER) in our theses
Kajaria Ceramics appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Iran's seven-day plan to reopen Hormuz collapses spot LNG, and India is the buyer that comes back first
If Qatari cargoes resume before the midterms, spot LNG falls and India's price-elastic gas buyers see volumes and margins snap back within one quarter.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
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Each with a publication date, a causal map and a score assigned before the market ruled.
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