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  Ajaya Sharma   

@Ajaya_buddy

Senior Editor-Markets, Anchor- ET NOW, ET NOW ?????? (Economic Times TV) Travel, Fitness, Investing, Philosophy. Studying great investors. Views Personal.

Followers: 40,459

  •   Ajaya Sharma   

    @Ajaya_buddy

    You have to buy whn news is bad, whn Cotton has doubled & China logistics issues is hitting garment exporters...Nitin Spinners, Raymond, Ambika Cotton, Gokaldas all running now....cotton is easing & logistics issue as well...slow retail off-take of Global retailers howevr remain

    24/06/2022 02:57:58 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    India Pesticides Ltd CEO's Jain -25% rev guidance- @ETNowSwadesh 26-29% plus margin visibility :- triggers- import substitution, backward integration. Promoters have also been buyers in open mkt last few days

    24/06/2022 02:47:38 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    (PTI) Jet Airways starts operational hiring, invites former cabin crew to rejoin

    24/06/2022 11:47:08 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Reliance is becoming a big drag on markets last 3-days in fact after hitting its recent life-highs of 2850 its slipping consistently..street is factoring in a BUMPER Q1, thanks to record breaking GRMs, Oil & gas segment could see 50-60% QoQ rise, Qs is how much of it sustains

    23/06/2022 12:54:02 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    RBI DG Patra: Inflation should slip to 4% in FY24, after falling to 6% in fourth quarter of FY23. For ref CPI fell from 7.79% in April to 7.04% in May .....wondering when will market starting to price this possible scenario the way other factors like crude is shaping?

    23/06/2022 12:31:19 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Maruti top gainer, crosses 8000/shr. BIG Boost will be seen this yr FY23, Yen at fresh 24-Year low !!

    23/06/2022 10:23:20 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    *Witnessing pick-up in corp loans *India Inc utilisations hitting 75%, plans for capex on *Retail was already strong, enquiries for corp loans rising *Corp had nods in place but loans were not picking now that's changing *NIMs have upward bias from current levels SBI Says

    23/06/2022 10:18:16 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Oil Likely to Fall Further But Expect Sharp Swings, Citi Says (Bbg) -- Oil prices are likely to subside into the end of the year & beyond, though the path may be bumpy, Citi. While prices should ease into the $80s by the 4th quarter, there’s a risk of spikes in summer

    23/06/2022 06:29:44 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Endurance Tech saw its 3rd consecutive decline in biz in FY22, mgmt sees a reversal to start Sept onward mainly for two-wheeler biz, visibility for semiconductors have improved as well. they see their margins improve by about 160bps on the back of fall in commodity prices.

    22/06/2022 10:14:51 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Vedanta on Bloomberg. Sale of Tuticorin plant at 'exploratory' stage

    21/06/2022 02:34:28 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Assam flood impact denting sentiment on Bandhan Bank.. Skids 8%

    20/06/2022 01:01:08 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    More action in cement, this time from Shree Cement. (one of the sharpest capital allocators among cement mgmts in India) Bangur saab has a big fan following personally among fund mgrs. Capex of 2500cr in AP their 1st plan in AP..capacities will come on stream by 2025

    20/06/2022 08:40:52 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Vedanta Seeks Bids to Sell Its Copper Plant in South India: Ad in ET

    20/06/2022 08:29:12 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Sandeep Tandon- Quant MF on @ETNowSwadesh Crude oil not yet peaked out, expect this to peak by August & subsequently inflation will start coming down by then as well

    16/06/2022 10:13:07 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    General news channels across the world CNN, India TV others covering inflation currency weakness like topics & similar other business stories almost daily in the evening prime time..

    15/06/2022 09:21:40 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Global fund managers cash levels dip a bit from 6.1% to 5.6%. Hawkish Central Banks & Global recession top 2 risks.. Inflation and Ukraine war slip below in importance.. - Bofa Fung Manager Survey

    14/06/2022 07:26:52 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    M&M has sought NCLET nod for merging its EV arm with itself citing better value chain efficiencies. (analysts see this as a precursor to future value unlocking initiatives ahead) ..just like Tata Mot did in its arm...keep on radar..

    14/06/2022 10:55:41 AM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    RBL Bank is a victim of its Ambition says @TamalBandyo while he allays fears of the market even when the stock is locked on 20% down circuit on new MD, CEO stepping in.. Special Discussion on @ETNowSwadesh at 2.30 pm today, tune in

    13/06/2022 01:52:45 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    पहले #RIL था च्चेल्लि तेजी and now it has become पेहेलि तेजी !! Great one- liner by @sushilkedia on @ETNowSwadesh

    09/06/2022 03:15:53 PM     Share:    


      Ajaya Sharma   

    @Ajaya_buddy

    Cement demand to increase, optimism in industry, Committed to a CAPEX of Rs 9,000 cr, says Dalmia Bharat. #Cement

    09/06/2022 01:42:30 PM     Share:    


  Ajaya Sharma   

@Ajaya_buddy

Senior Editor-Markets, Anchor- ET NOW, ET NOW ?????? (Economic Times TV) Travel, Fitness, Investing, Philosophy. Studying great investors. Views Personal.

Followers: 40,459

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