Vinidhan

“India's retail inflation for December 2021 rises to a 5-month high of 5.59%. The rise in retail inflation was primarily led by food and beverages, clothing, and footwear, with moderation in the prints for fuel and light amid a slight dip in miscellaneous items and housing.”

Vin...
Weekly Wrap_16 Jan.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Jan 15 5:57 AM

The Union Budget 2022-23 is around the corner. There are many street expectations and speculations about the themes and sectors that could be in focus ahead of the budget.
Read Vinidhan's pre-budget analysis below for more useful insights.
#MacroEconomy #NIFTYREALTY #InvestingUni...
Pre Budget Analysis.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Jan 13 10:30 AM

Goa Institute of Management (GIM) on LinkedIn: The Ramco Cements Ltd - Equity Research Report
Vinidhan (GIM) - The Student Managed Investment Fund, published an equity research report on The Ramco Cements Limited. The analysis contains a description...

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Today, we are going to understand about cement sector and #RAMCOCEM 

SECTOR OVERVIEW
India is the second-largest producer of cement in the world. It accounts for more than 7% of the global installed capacity. The top 20 companies produce around 70% of India's total cement produc...

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Vinidhan replied to own post

Vinidhan @vinidhan

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Jan 9 5:17 AM

@zafarsaleem 
Vinidhan share content for educational and knowledge purpose only. Any recommendation on Buy and Sell is as per individual deductions.

Vinidhan @vinidhan

Reputation: 2,227 • Jan 9 5:05 AM

“India's exports have increased by a record 37% YoY in December 2021, to USD 37.29 Bn from USD 27.22 Bn in December 2020. This is the highest monthly export achievement till date. Such a robust performance will take Indian exports of goods to more than USD 400 Bn this fiscal year...
Weekly Wrap_09 Jan.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Jan 9 11:08 AM

RoE vs RoCE - which is a better indicator of efficiency?
RoE (Return on Equity) is calculated by dividing net income by shareholders' equity. RoE can be boosted by strategically increasing a company's debt. This may make the RoE number appealing, but no real value is created on a...

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Vinidhan @vinidhan

Reputation: 2,227 • Jan 7 4:50 AM

Today we will be going to understand  plastic pipe sector and #ASTRAL 

SECTOR OVERVIEW

The infrastructural and plastic pipe industry complements each other and are one of the key drivers of Indian economy as their contribution stood at 4.2% of GDP in FY20.
 The Indian plastic p...

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Vinidhan @vinidhan

Reputation: 2,227 • Jan 1 5:26 AM

Vinidhan portfolio holding and performance comparison with benchmark Nifty 100, for the month of December 2021.

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 26, 2021 5:08 AM

"RBI will be conducting a VRRR (Variable Rate Reverse Repo) auction on December 27, aiming to reduce the liquidity of INR 2,00,000 Cr from the system. It is another step of RBI towards unwinding the excess cash through auctions. Earlier in the week, a similar auction was conducte...
Weekly Wrap_26 Dec.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Dec 23, 2021 5:44 AM

AMBUJA CEMENT
The Greenfield integrated plant, which cost INR 2,350 Cr to build, was commissioned in August 2021. It increased Ambuja's clinker capacity by 3 MTPA and increased cement sales by 5 MTPA, contributing to its long-term capacity expansion goal. A waste heat recovery sy...

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 21, 2021 7:18 AM

CEMENT
In FY22, cement production is predicted to rise 10%-12%, with utilization hovering around 65%. As a result of the government's recent announcements, which include increased infrastructure spending, the economy has been reviving, which has resulted in increased cement deman...

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 13, 2021 6:28 AM

"RBI (Reserve Bank of India) kept its key policy rates unchanged with an accommodative stance over concerns of maintaining price stability and reviving growth in the economy. This action led towards Indian rupee closing at a nearly 18-month low of INR 75.72 per USD"

Vinidhan - T...
Weekly Wrap_12 Dec.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Dec 12, 2021 5:40 AM

Vinidhan - The Student Investment Fund presents our analysis of Astral Pipes, a leading PVC Pipe Manufacturer.
The research focuses on the company's prominent characteristics, as well as risks and concerns related to the pipeline market. It also highlights the peer comparison and...
ASTRAL EQUITY RESEARCH REPORT.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Dec 9, 2021 8:51 AM

CHOLAMANDALAM FINANCE
Cholamandalam Investment and Finance is expected to report net profit at INR 580 Cr, up by 35% YoY (up 76.6% QoQ). NII (Net Interest Income) is expected to increase by 8% YoY (up by 0.1% QoQ) to INR 1,270 Cr. PPOP (Pre Provision Operating Profit) is likely t...

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 6, 2021 9:04 AM

“On a YoY basis, India's real GDP grew by 8.4% and nominal GDP grew by 17.5% in Q2FY22, indicating a rebound. Mining, utilities, and services contributed double-digit growth of 15.4%, 8.9%, and 10.2% respectively. Another factor contributing to the high GDP growth rate is the low...
Weekly Wrap_05 Dec.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Dec 5, 2021 5:23 AM

HDFC LIFE
HDFC life insurance has a well-diversified product and distribution mix portfolio of 36 individual and 11 group products with 5distribution channels. The company is the biggest player in the private life insurance sector and has ample future growth opportunities. The co...

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 3, 2021 8:27 AM

KOTAK MAHINDRA BANK
The bank's NII (Net Interest Income) is expected to increase by 5% YoY (up 4% QoQ) to INR 4,100 Cr. The net profit is expected to fall to INR 1,800 Cr down 16.5% YoY (up 10% QoQ). 
The fixed deposit and recurring deposit rates of Kotak Mahindra Bank have been ...

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Vinidhan @vinidhan

Reputation: 2,227 • Dec 1, 2021 10:43 AM

HDFC BANK
HDFC Bank recorded a strong loan book increase of 15.4%/4.4%, YoY/QoQ, led by retail, commercial, and rural banking in Q2FY22, . Retail book growth has stepped up, with a 13%/5%, YoY/QoQ, increase compared to an almost flat QoQ increase in Q1FY22. The cards, housing, an...

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Vinidhan @vinidhan

Reputation: 2,227 • Nov 29, 2021 5:12 AM

“Globally, oil prices fell to USD 72.91 per barrel (down by 7.09%), after countries across Europe and Asia brought in immediate travel restrictions, to curtail the spread of the new COVID variant. This is the biggest price drop recorded since April 2020.”

#InvestingUniversity
Weekly Wrap_28 Nov.pdf
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Vinidhan @vinidhan

Reputation: 2,227 • Nov 28, 2021 6:22 AM

BANKING and FINANCIAL SERVICES
The financial services industry recorded a 3.27% drop in income from operations in Q1FY22,. This was the first time the industry has seen a drop in revenue since the March 2002 quarter. Despite a 6.1% increase in bank credit, revenue dropped. The dr...

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