Managing Partner, Pantomath Asset Management. Ex-Corporate Editor & Head of Research, CNBC-TV18. Tweets are for education purpose only. [email protected]
Blame it on CV....HDFC Bank, IndusInd, Kotak all reported subdued growth in CV business...
HDFC, Kotak results depict slowdown & deterioration in CV and CE portfolio. Shriram Transport results will be keenly watched.
UBS on Max Financial
UBS raises Max Financial target to 640 from 550
GMR INFRA: Co To Raise Transaction Size With TATA, GIC Co To Divest 49% In Airports Business Vs 44.4% Planned Earlier
Morgan Stanley adds BEL to focus list as key themes for 2020 News Vs Fundamentals
BEML: TTM PE 50x, RoCE 7.25%, Sales Growth (3 years) at 5.3%, Dividend Yield 0.7% BEL: TTM PE 15x, RoCE 30.5%, Sales Growth (3 years) at 18.2%, Dividend Yield 3.3% News Vs Fundamentals What is your view on BEL @hemant_ghai bhai
Gail ka time bhi aayega...slow & steady
Big movement for investors in Coromandel Int - finally Govt talking about decontrolling urea prices...urea prices may rise to Rs 400 from Rs 242
Goldman Sachs increase price target on Mindtree to 939, Citi increases target to 875.
With Tata Global re-rated, can Tata Chem follow? Tata Chem also holds 29 cr shares of Tata Global
Clean chit for infosys
Cookies Crumbling #YESBANK
Wealth is created not only by identifying great cos but ignoring noise. This write-up by @MarcellusInvest on Asian Paints journey teaches us a lot of lessons. ‘Doing nothing’ is perhaps the most difficult thing to do
SRF still remains one of the strongest cos in the chemical sector to study....lot to learn from historical capital allocation by SRF
India govt said to propose easing FDI rules further in insurance & aviation sectors – ETNOW Comes at a time when Indigo stake sale rumors + Air India divestment going on
Delta Corp receives license to operate casino in Nepal at Marriot Hotel @TheDeltinLife
Many more product based duopoly businesses Amines: Alkyl Amines, Balaji Amines Aromatics: Fairchem Speciality, OCCL, SH Kelkar Oleo: Galaxy Surfactants, Fine Organics Rubber: Nocil, Apcotex Fluorine: Navin, SRF
CDSL & NSDL BSE, NSE & MCX HDFC AMC, Nippon AMC, Motilal