Best online source for information on Indian stocks, IPOs & market. #share #bse #nse #sensex #nifty #research #strategy
IndusInd Bank mkt cap: Rs 46K crore book: Rs 34K crore P/B: 1.35x Kotak Bank mkt cap: Rs 274K crore book: Rs 67K crore P/B: 4.1x Kotak is 2x the book value; but 6x the market cap!1 QUIZ If Kotak buys IndusInd @ 1.5x P/B & its P/B does not change what will be investor upside?
ITC revenues by segment
Best EQUITY (Diversified) #mutualfunds Smallcap and mid caps outperform no large cap in the list of top performers as per SMC
#ITC: Unlock/restructuring not off the table Hotel may be asset light- may be 1st to be hived off Dividend to stay 80%-85% 41/42 analyst at hold/buy with 40% upside ITC Chairman Sanjiv Puri: Buyback, Restructuring Options To Be Considered At Right Time
Lower competition leads to price hikes and lower discounts we are seeing that in telecoms in India, where Jio-Airtel-Vodafone are increasing rates as it becomes an oligopoly same will happen with duopolies e-com Amazon-Flipkart cabs Uber-ola food delivery swiggy-zomato
Portfolio Changes By Big Investors: 24 October Sangeetha S Exited Sarup Industries Smallcap World Fund Decreased Au Small Finance Bank Westbridge Fund Exited Ceat #coattailing #cloning #topinvestors #BSE #NSE #equity #Shareholding
Flipkart - Aditya Birla Fashion deal
HSBC Hold RIL Buy PSU #PSU: mera time aayega!!
#Flipkart already has a lead over #Amazon in fashion thanks to #Myntra & #jabong acquisition. This will further the lead, as Aditya Birla Fashion is among the biggest in India Flipkart to buy 7.8% stake in Aditya Birla Fashion for Rs 1500 crore
Bulls of Airtel
Equitas Small Finance Bank IPO #IPO oversubscribed 2x QIB: 3.9x Retail 2.1x Employee:1.8x Shareholders: 0.4x HNI 0.22x
Goldman Sachs: #Gold to hit USD 2,300/tory ounce crude to remain at modest price
Nomura gets bullish on Bajaj Finserv
TCS moving back to pre-buyback levels... or trying to close the gap?
Don't EVER invest in risky debt or high yield (interest) debt Debt should be for "safe" returns not for reduction in capital hope we learn from #DHFL, coops like #PMC Retail investors stuck with DHFL’s NCDs or deposits are unlikely to get full repayment
CLSA YTD 2020 Top performers: Pharma, IT and Reliance Worst: Financials, PSU and L&T Expects rotation and the laggards (financials & L&T ) to outperform.... Likes PSUs among defensive...
Nirmal Bang on Equitas SFB IPO: ‘Subscribe for long term’. #IPO
Equitas SFB IPO Subscribed 0.68x on day 2 Employee and retail portions subscribed #IPO
Portfolio changes: 21 Oct Mukul Mahavir Prasad Agarawal Decrease EVEREADY IND SMALLCAP WORLD FUND Entere KAJARIA CERAMICS Decrease AU SFB Increase BAJAJ ELEC WESTBRIDGE FUND Exit CEAT #coattailing #cloning #topinvestors #BSE #NSE #equity #Shareholding