The Fixer   

@SaanpaurSeedi

inflation driving factors: govt policies + domestic MILK cartel: Currently, Indian dairy products are more expensive than in the rest of the world. "Price of almost all dairy products is more expensive by Rs 40-50 than the ruling international prices

16/03/2023 07:36:55 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

inflation driving factors : GOV. tax will lead to steep +15% hike in foreign travel

16/03/2023 07:36:40 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

all is "CONfidence game" - - - Fed’s Bank Tests Overlooked Risk of Rapid Rise in Interest Rates

16/03/2023 07:34:03 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

apollo hospitals vs CIPLA YTD

15/03/2023 05:23:39 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

vs. India rental inflation rate 15-20% as per some reports in papers ?

15/03/2023 05:05:28 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

How 'excuseflation' is keeping prices and corporate profits high use ANY EXCUSE ( seen in news) to hike rates ukraine war 📈 stock market down 📈 pendamic volume loss 📈 https://t.co/ceRIV9I2

14/03/2023 01:55:27 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

surge pricing : encroaching everywhere AI learning from south india auto -wallahs .. $400+ for 2 hours bowling inflation vs. capitalism GREED WSJ:

14/03/2023 01:50:29 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

NIFTY BANK - down -5% in past 5 days

14/03/2023 01:45:13 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

back to basics for banks : fixed income foundations SENSITIVITY analysis Interpreting the Modified Duration /delta : Recall that modified duration illustrates the effect of a 100-basis point (1%) change in interest rates on the price of a bond.

14/03/2023 01:41:38 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

GAIL Q3 PAT down 92% YoY but declares interim. div. of 4/- vs 5/ last year i.e 20% down

13/03/2023 11:52:34 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

Mutual funds :Dividend Yield category, which now has a total assets under management of Rs 13,844 crore SBI new div. yield fund gathers 3600 crores / leads with 25 % market share

13/03/2023 11:49:03 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

INDUSIND bank puts up 15x FINNIFTY puts up 7x BANK NIFTY puts up 5x

13/03/2023 11:47:16 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

rt vs. ICICI BANK total deposits ? $150 bn ?

13/03/2023 05:54:31 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

updated: added INDUSIND BANK : also most covered by 50+ analysts ( has 1 SELL)

13/03/2023 02:38:50 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

NIFTY BANK 5 Y : up 16k points or +65%

13/03/2023 01:58:46 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

NIFTY BANK last week , last 2 days ( Thurs.Fri) : puts already up 4x - 5x next ?

13/03/2023 01:50:38 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

vizi-fied prev. tweet added : HDFC Bank to list India Banks most BUYS ICICI Bank HDFC SBI AXIS

13/03/2023 01:38:00 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

most covered INDIA stocks with > 50 analyst ratings ICICI SBI AXIS

13/03/2023 01:36:29 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

interest rates vs. opportunity costs & changing reward / risk ratio : if 1 year ago : 1 bird in hand = 2x birds in bush 1 year later = now = 4x birds in bush ( 1 year India FD rates 7%+) or even 7x ( US 6month now yield 5%)

12/03/2023 02:55:47 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

financials in US = same in India => Bank NIFTY down 25% to 29k

11/03/2023 11:31:06 AM     Share:    

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