Market Participant. Ex Biz Journalist. Views are personal. Invested so consult advisor before u trade on my views. Very vocal with views.
Global 5G mobile subscriptions are projected to exceed 580 mn by the end of 2021, up from 70 mn during the first quarter of this year, as per Ericsson’s 20th edition Mobility Report. PL says TechM is well-positioned to capture a fair share of 5G network services spends
3 big blocks MFSL worth Rs 750 cr
Strong free cashflow generation, cost savings benefits, and a renewed focus on growth projects were annual report highlights for Tata Steel says CLSA. With a much stronger BS & better spreads outlook in India and Europe, co is much better positioned to pursue further growth opp
2 reasons why CLSA is bullish on HCL Tech
Pankaj Agarwal of Ambit believes that valuation gap of SBI, Axis and ICICI will close to HDFC Bank, Kotak and Bandhan in op profit and asset quality. He is cautious on banking sector as he says collections have started dropping again from April.
T V Narendran, CEO and Managing Director of Tata Steel spoke to Morgan Stanley
Massive blocks Suprajit Engg
Zee Business says Aurobindo Pharma to demerge injectables business soon
Marico and GCPL will be in focus - Palm oil prices drop 16% in past 10 days..
MOSL on Tata Motors
Securities added in ban list: Adani Ports (ADSEZ), Escorts (ESC) Securities removed from ban list: Indiabulls Housing (IHFL) Securities that continue to be in ban list: Canara Bank (CBK), National Aluminium (NACL), Punjab National Bank (PNB), Sun TV (SUNTV)
Almost all brokerages have raised target price on Jubilant Food post results
CLSA on Jubilant Food
GFL limited is holding company of Inox Leisure...will keep that in focus if Inox Leisure delivers
Nomura on Gujarat Gas
Yesterday Globus spirits came with strong results and is surging + Templeton sold 2.7 lk shares in block deal...
Good nos JP Power....higher other income aids big profit....balance sheet improves....finance cost down....disc: invested
Godawari Power 20% upper freeze!!!!!!