Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with Omkara
Concor raises guidance for FY22 from 12% volume and revenue growth to 15% volume and revenue growth. PAT greater than 100%: concall
Morgan Stanley increases price target on Canara Bank to 215 from 155.
Can Fin Homes Best ever quarterly disbursals at Rs 2200cr, beating the previous best of 4Q’22 Asset quality reverting to pre-pandemic levels: GNPA at 0.78% (vs peak of 0.91% during Covid) So stage is set for a strong 2H and a continuation thereafter D: Invested, Advised & Biased
V bullish report by BoFA on Ashok Leyland....pure play on truck upcycle + positive FCF & ROEs 25% by FY24E + take sale in EV subsidiary...all imp points if happens
hello carlyle, aditya puri ji - post pnb housing finance deal getting called off - u can check on canfin home - best hfc in india :) #justsaying
Well done HDFC Bank...good days are back & covid stress is behind QoQ GNPA and NNPA down both in absolute & relative terms Provisions down 19% QoQ, suggest lower write offs 6% YTD loan growth, can do 15% in FY22 All this will lead to ROA at 2% (which is MOST imp metrics)
PNB Housing & Carlyle deal called off.
for example HAL is the ONLY Indian company having specialization in aircraft manufacturing in India. Co has RoCE of 26% and trade at 14x. But PSU hain.... can any one compare business value of this co vs global players in the same business D: NO view on stock
DID YOU KNOW L&T m-cap 2.5 lakh crore Value in listed entities at Rs 1.8 lakh crore Hold 61% stake in Mindtree valued at 50k crore, 74.2% in LTTS valued at Rs 38.5k cr, 74% stake in LTI valued at Rs 80k cr, 63.5% stake in LT Fin valued at Rs 15k cr = TOTAL 1.8 lakh crore
Valuations double of Infy, Wipro. Just to add my perspective. Valuations most imp.
Tech Valuations #excelgiri Wipro, Infy still cheap vs TCS. HCL tech has to perform consistently to come above 20x Midcap tech continues to trade at huge premium vs large cap tech cos (as they continue to perform on small-base).
INFY - Super Results FY22 revenue guidance revised upwards to 16.5-17.5% vs 14-16% earlier Operating margin at 23.6% vs expected 22.4% $ Rev growth seen at 5.7% vs expected 5.5%
Wipro, Mindtree, Infy - all good results Infy ADR up 5% pre-market as INFOSYS RAISES GROWTH GUIDANCE
Tata Motors to raise $1 BN in its Electric Vehicle business at a valuation of upto $9.1 BN from TPG Rise Climate: Official
15th is a market holiday HDFC Bank & D-Mart on 16th
MRF breakout after 7 months of consolidation Chart courtesy @vineetomkara from Omkara Team
Omkara does not ONLY give stock names BUT CONFIDENCE to HOLD & RIDE gains. Our family learnt real estate sector from Knight Frank, Anarock, Sunteck, Greenpanel, Can Fin Homes, PSP Projects together. Simple...learn & earn with yours @omkaracap.
Titan Q2 update: overall revenue growth of 78% YoY Sobha Q2 update: volumes up 51% y/y; highest ever by the co Lodha Q2 update: Pre-sales at 2003 cr vs 1066 cr yoy, vs 957 cr qoq, best ever sales in qtr Stocks have moved up, but so have numbers. Earnings MOST imp to track
Another great news for mankind: Thank You Pfizer 2 Doses Of Pfizer Vaccine 90% Effective Against All Variants