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Mr raamdeo agrawal today in his talk explained how infosys has compounded profits at 33 pct per annum and its stock price by 30 pct pa. In all examples, there was none where stock compounded faster than growth. Much to be said for 250 pe cos growing at 16 pct.
Very good nos from hcl tech. In my personal view, IT continues to be attractive
Infy leads recovery. 😊
Fantabulous nos from infosys. Good opportunity per me to add to the biggies. Infosys, hcl tech, tech m.
Sbi at 300 😊�
Bharti airtel at 600.😊
Capital mkt says cos like coromandel, Alembic pharma, ADF, navin, hcl tech, Alkem, Eid parry stand to gain immensely from reduced debt that enables future PEG growth. Calls them "waiting in wings"
Or Dmart!
Now this is the most expensive PE at 215 for a co. Sure if you want to justify everything pl do. Maintain my view this is irrationality and height of exuberance in Dmart
ICICI Sec and Prabhudas Liladher upgrade Zee to buy.
In a further possible set back, sebi initiates investigations on allegations against credit ratings given to DHFL. There can be many such cos where ratings were a joke.
The partnership of RBL bank with Bajaj finance entered in 2017 for its card business is scaling well, improving average value per transaction n mitigating asset quality risks. Gross npa at less than 1 pct sept Q for this business offers comfort. @humsitweets of @bsindia reports
We start the result season with a very good set of nos from TCS. Builds more conviction for my earlier n continuing view- IT cos will do exceptionally well in this migration
There will be lots of collabs going ahead. Cos like Whirlpool who announced making india a hub can stand to benefit immensely from labour costs n far better IP management than in china
Motilal oswal upgrades nifty earnings. Picks AU Small Finance Bank, Tata Consumer, Oberoi Realty, IEX, ICICI Securities, Varun Beverages, SEIS (security and intelligence services SIS) in its model portfolio
Icici sec issues report on telecom. Says it expects bharti Airtel to lead subscriber additions. expects subscriber addition of ~7.5 million for Airtel vs Vodafone Idea (VIL), where it expects sub loss of ~4 mn.
ICICI Sec picks sonata software and huhtamaki paper (amongst few) in model portfolio. Says strong fundamentals & visibility in earnings growth could trigger a rerating for these stocks. 😊�
ICICI Sec says it sees a 70 pct rise further in nifty mid cap index from current levels. Says since both Russell 2000 and Stoxx600 have both cleared out of multiyear consolidation, they expect domestic midcaps to follow in their footsteps.
Balaji amines recovers, alkyl amines recover too. Nahin to saurabh mukherjea ka note or tv appearance aa jayega. 🤣 D- I own both n must be crazy to joke on my own scrips 🤣
Hdfc sec issues buy reports on Indian energy Exchange IEX and mphasis dated today. Not read yet. At work, will post notes later
Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller, alumni- SRCC, Modern BKR
Followers: 77,555
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