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Reputation: 17,640  •  Yesterday 10:20 AM

Adani has pledged entire Ambuja & ACC stakes with Deutsche Bank's Hong Kong branch. Now there are rumors that Deutsche Bank is in problem and that is the precise reason for fall in adani group share


#MarketsHumor
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Reputation: 17,640  •  Yesterday 10:01 AM

Jefferies on Cement

Interaction with dealers on Sep'22 cement pricing suggests:

1) prices grew 3% MoM & Sep'22 exit price is 1% above qtr avg

2) 2QFY23 avg price is down 5-5.5% QoQ

3) Further, price hike announcement in few markets for Oct

4) Improvement in demand in Sep

-......read more
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Reputation: 17,640  •  Oct 2 4:40 AM

It took India 26 years to open 10cr Demat account whereas only 14 years to open 10 Cr accounts Dream11!!! And *people feel Equity is a risky Investment* 🤔

How many people have made money in Such online games?

Hope Indians realise early that *Equity is the best asset class as a......read more
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Nik replied to own post

Pls fulfil the sarcasm
Oct 2 2:56 AM
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Reputation: 17,640  •  Oct 2 10:18 AM

Money Times Talk
02 October 2022

• *GSFC* is one of the best fertilizers and chemicals stock ignored by investors. At Rs. 130, it quotes at a PE multiple of just 4.5 against the industry average PE of 12.86 and quotes below its book value of Rs. 296. An excellent buy.
• *ONGC......read more
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Reputation: 17,640  •  Oct 2 9:51 AM

Nothing to worry about Credit Suisse

Stock is in downtrend since last 5 years
Market has already discounted the event

Don't Panic With Any News


#MarketsHumor
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Reputation: 17,640  •  Oct 1 8:05 AM

The U.S. Stock Market Wiped Out ₹270 Lakhs Crores ($3.3 Trillion) in September Month....

In short USA Officially Lost INDIA in September....

🤭🤐🤫

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Reputation: 17,640  •  Oct 1 7:08 AM

More than 50 percent of mastek revenue comes from the UK. Fall in currency and economic slow down may be the reason.

Good time to enter now for long term view


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Reputation: 17,640  •  Oct 1 6:02 AM

Companies with Highest Revenues from the UK

🔸Mastek 67.99%
🔸FirstSource 30.86%
🔸Biocon 20.60%
🔸TCS 15.90%
🔸Tata Motors 14.91%
🔸Happiest Minds 10.36%
🔸Tata Consumer 9.92%
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Reputation: 17,640  •  Oct 1 6:01 AM

Companies with Highest Revenues from Europe

🔸Suven Pharma 81.91%
🔸Mastek 67.99%
🔸Balkrishna Inds 51.63%
🔸Wockhardt 50.31%
🔸Tata Steel 47.00%
🔸Sequent Sc. 42.06%
🔸Varroc Engg 41.84%
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Reputation: 17,640  •  Sep 29 4:05 AM

Zydus Lifesciences Ltd - gRevlimid eliminates the concern of competition in Asacol HD. Maintain BUY

• ZYDUSLIF surprised us positively by launching gRevlimid in the US in the first wave of generic introductions as per the patent settlement pacts with innovator – Bris......read more
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Reputation: 17,640  •  Sep 28 4:49 AM

Pain likely to remain for three days at the most. Market may bounce back from Monday


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Reputation: 17,640  •  Sep 27 3:02 AM

➖➖➖➖➖➖➖➖➖➖➖
Key Points To Analyse in Annual Report
➖➖➖➖➖➖➖➖➖➖➖


•Chairman’s Message
•Independent Auditor Report
•Related Party Transactions
•Salary of key managerial Person
•Financial Statement
•Contingent liability
•goodwill As % of Net worth


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Reputation: 17,640  •  Sep 27 2:19 AM

#InvestmentIdeas

Few stock look good to me long term

1. Narayan Hrudalaya
Cmp: 709

2. Balaji Amine
Cmp: 3281

3. Sonata software
Cmp: 512.5

4. Axis bank
Cmp: 737

5. Kei industry
Cmp: 1398

6. Ami organics
Cmp: 912

7. Apl Apollo
Cmp: 1038

8. L G Balakrishnan & Bros Ltd
C......read more
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Reputation: 17,640  •  Sep 27 3:29 AM

“ Hindalco is better placed than most non ferrous metals producers because it has access to high quality bauxite from its own mines and has its own captive power capacity. It is also well placed to take advantage of any downstream value added demand via Novelis.”

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Reputation: 17,640  •  Sep 25 7:20 AM



Money Times Talk
25 September 2022
• Despite a consistent fall in input costs, FMGC companies have not cut prices of their packaged food products. Add *ITC*.
• *GPIL (Godawari Power)* is optimistic about the future and may post FY23 EPS of Rs.100 and merit......read more
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Reputation: 17,640  •  Sep 23 2:03 AM

TATA Steel's board has approved the scheme of amalgamation between seven of its group companies & itself,

~ Tata Steel Long
~ The Tinplate Company
~ Tata Metaliks
~ TRF Limited
~ Indian Steel & Wire Products
~ Tata Steel Mining
~ S&T Mining Company

*Tata Metaliks:*
......read more
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Reputation: 17,640  •  Sep 22 5:08 AM

Thread on Top 5 Holdings and Latest Addition of few popular PMS.

SageOne Small Cap Fund

1. Apollo Tricoat
2. Apollo Pipes
3. Balaji Amines
4. Deepak Nitrate
5. Valiant Organics

Latest Addition - Fiem & Indiabulls Real

Abakkus Emerging Opportunities Fund

1. Federal Bank
2. Al......read more
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Reputation: 17,640  •  Sep 22 2:49 AM

Key take aways from the FED Policy,

- US Fed increased rates by 0.75% on expected lines
- Will also keep reducing the balance sheet on expected lines BUT
- Equity, Yields & DXY all reacted negatively, why?


(Q2) Why is it important?
- Financial markets like more stability & few......read more
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Reputation: 17,640  •  Sep 22 7:13 AM

A PSU in railways
Fundamentals are improving with rising sales and profits
EPS of 5+
Available @6 PE only.

CMP 35.75
Has potential for 44/50 levels
And can be reviewed depending on future results and growth.

Railway sector is growing and govt is giving big orders
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