Managing Partner, Pantomath Asset Management. Ex-Corporate Editor & Head of Research, CNBC-TV18. Tweets are for education purpose only. [email protected]
Just for thought Whirlpool Corporation USA (m-cap of USD 6 bn) trades at 5x + dividend yield of 5% Whirlpool India (m-cap of USD 3.3 bn) P/E 45x + dividend yield of less than 0.5% Will be great if anyone can add more light & explain this huge premium in some MNCs
An honest q: Nestle India trades at P/E 85x Vs Nestle Global at 24x Nestle India last 5 years compounded sales growth is 5%....last 10 years is at 10% (in line with parent) Even Unilever Plc trades at 20x TTM Why to pay so much premium? Scarcity premium? Safety?
Nifty P/E near to last 15 years avg but still away from 2008 lows: CLSA
Salute Wipro & Azim Premji Foundation.🙏
Kotak upgrades Amara Raja & Exide to BUY Margin will be aided by high pricing power in replacement segment and decline in lead prices Amar Raja target 650 Exide target 165
Zomato back in business - relief for InfoEdge (Naukri)
Not even 1% of India's GDP.....US package was 10% of GDP.....anyways something is better than nothing
Few chemical cos whose products will be used more & more in our day-to-day life....aroma, hygiene, soaps, liquid detergents, fabric softeners etc.. Customers: Givaudan, Firmenich,P&G, Henkel, Colgate, Reckitt Benckiser Disc: PMS invested in the company
This is ~10% of US GDP and significantly higher than GFC crisis.
One voice can unite the nation & get everyone clap (goosebumps)....can the same voice address the economic crisis (due to coronavirus) we are facing & plans to overcome it. Request to @narendramodi sir.
HDFC Bank will win at the end. Period.
ITC, NTPC, Power Grid clearly fits value argument.
Isn't a better way to look is Profit to GDP ratio @Kuntalhshah bhai. Profit & RoE have been declining.
Meeting pe meeting. Decision lo plz. Over 10 countries have cut interest rates & pumped in trillion dollars to support economy. What are we doing plz
PMC, Yes Bank, DHFL, ADAG - burden falls on account holders indirectly. And now Idea.
Totally unreal. 40-50% move in nifty stocks in few minutes. Dear Exchanges - might be a good idea to put them into ASM category? You might want to consider Dow as well....for ASM.
Kotak on United Spirits Upgrade UNSP to BUY from REDUCE with price target at Rs 660 RM prices have stabilized and valuations have turned attractive
And honestly it's not about anyone of us being right or wrong. More imp is a decisive action from the govt to take advantage of this massive shift. Crude at 30, shifting of manufacturing base with falling interest rates can be game changer for 🇮�