Principal Research Analyst & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Obsessive Swimmer, Keyboardist, ARR/SRT/Jobs=God, #FMCGisLife
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CAUTIOUS CUES AHEAD OF EXPIRY WEEK FIIs unwind 5900 Longs, Add 12300 Shorts in Index Futures FII Index Future Longs at 59% FIIs also buy 34000 Puts vs 8000 Calls FIIs Sell 46500 Calls vs 11700 Puts Imp to Watch Nifty Low of 14222 on Monday Jan 18th #StockMarket #Nifty
On a lighter note! Grasim announces foray into paints! To invest 5000 Cr over next 3 years Asian Paints, Berger and Nerolac be like:
GRASIM Announces foray into the paint biz now! To invest 5000 Cr over the next 3 years towards CapEx! Things hotting up in the sector with entrants like JSW Paints, Nippon, Indigo and now them! Let's see if the incumbents continue to hold fort! #FMCGisLife
Mangalam Organics Q3FY21 Consumer continues to boost performance Revenue +34%, EBITDA +211%, PAT +660% Profit Trend FY18 14 Cr FY19 73 Cr FY20 48 Cr Q3FY21 40 Cr
ASIAN PAINTS Watch this till the end to know the answer to @asianpaints Aur Kitna Chalega? #FMCGisLife
TATA ELXSI +45% in January so far +175% in last 12 months +425% from March Low of 500 On a completely unrelated note, Tata Elxsi also anagrams to Tesla Taxi! #FridayThoughts
All brokerage houses on Asian Paints today:
Leader: ASIAN PAINTS Q3 Revenue: 6789 Cr 2nd Largest Player BERGER PAINTS FY20 Revenue: 6366 Cr Latest Entrant on Bourses INDIGO PAINTS FY20 Revenue: 625 Cr Let this sink in! #FMCGisLife @asianpaints
ASIAN PAINTS VOLUME GROWTH AT 30% Highest ever margins, Highest Ever Quarterly Profit! Only this explains such numbers!
KAJARIA CERAMICS Q3 Stellar Performance; PAT Doubles YoY Ahead of Guidance and Analyst Expectations Strong Internals: Volume +11% YoY in Q3 vs Guidance of Flat Volumes Sanitaryware Revenue +36% at 67.4 Cr vs 49.5 Cr Working capital days at 55 vs 73 in March @KajariaCeramic
VST INDUSTRIES Weakish Set; Revenue declines 17% Lockdown Impact continues on Cigarette Biz Stock -22.5% from 52W High of 4856 Likely to remain sideways until Budget
Edelweiss on Tata Consumer Initiate Buy, TP 750 Synergies, Premiumisation & operational scale up to drive revenue CAGR of 10.5% Expect best-in-class earnings CAGR of 23.8% EBITDA margin expansion of 300bps & 1560 bps uptick in core ROCE by FY20–23 #FMCGisLife @nimeshscnbc
INDIGO PAINTS IPO All you need to know about a Co that’s offered at 70X FY22e SWOT Fastest growing paint co ~28% revenue from differentiated pdts Opportunity to grow market share from 2% Beyond a threshold growth will be a big challenge #FMCGisLife
Bounce back on Wall Street after 2 Days of Decline. Imp to watch Nasdaq today as Netflix gained 12% in after hours post strong results and commentary For us in India - Weakness of the Dollar Index from 90.8 to 90.4 is great news! #StockMarket #Nifty
INDIGO PAINTS The interesting bit about their anchor book allocation is funds haven’t got the quantum of “maal” they were seeking. (10-15-20-30 Cr each) Will be interesting to see if they will be buyers at a (presumably) high listing price too. @indigopaints #FMCGisLife
HATSUN AGRO Good Q3 Results Confident Management Commentary
Story of Comebacks: Markets & Sports! Nifty In March 2020: -40% to 7511 from 12430 Now: +93% to 14485 Team India In Dec 2020, Adelaide: 36/9, Lowest Total Ever! Now: Greatest Ever Chase at The Gabba, Wins Series 2-1! #TeamIndia #AUSvIND
Caplin Point Labs - Will start generating some revenue from Canada later in the year - Injectibles account for 10% of revenue currently - Target 1000 Cr overall revenue this year - Cash on books at 400 Cr, to deploy 250 Cr in Capex
World View Dow Futures +100 Pts SGX Nifty +120 Pts
INDIAN HOTELS RAKESH JHUNJHUNWALA Upgrades Room After Checking In Stake up to 2.10% in December from 1.05% in September Key Triggers - Unlock - Shift to branded leaders - Consolidation in Hospitality - Debt Repayment @TajHotels
Principal Research Analyst & Anchor @CNBCTV18Live, CFA, Infovore, Forever Curious, Yellow Lover, Obsessive Swimmer, Keyboardist, ARR/SRT/Jobs=God, #FMCGisLife
Followers: 54,242
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