CA|| Senior Research Analyst & Anchor at CNBC TV18|| Tracks Oil&Gas,Real Estate,Chemicals & Sustainability|| Ex-EY & MOSL ||Live and Let Live! IG : _sonalbhutra
Deepak Nitrite in focus Mild negative @CNBCTV18Live
Chemical stocks see such a sharp fall! Navin flourine -8% Deepak Nitrite -6% Chemplast -8% Laxmi organic -4%
Rallis Very weak nos Q2FY22-YoY Revenue up 3% at 727cr vs 725cr EBITDA down 25% at 87cr vs 117cr OPM at 11.9% vs 16.1% PAT down 32% at 56cr vs 83cr Co says Input cost environment continues to be challenging erratic monsoon season not favourable to agri input cos @CNBCTV18Live
IEX +13% L&T Infotech +13% Announcing a bonus creates as much value as performing well in business! 🤯
Tata Power +15% 🤯
Yes ICICI Sec note today Singapore GRM is up from US$3.2/bbl in Aug’21 to US$6.9/bbl in Oct’21-TD
While the entire oil and gas space has done well in last 3 mths, Petronet LNG has been a laggard! Higher spot lng prices a dampener, EPS growth is subdued but has high cash in books ~6kcr and valuations reasonable at 12X! Snapshot of entire data here @TickertapeIN #stocks
Just feels so good to see Infosys doing a physical press conference! #GoCoronaGo
Markets in the Hakuna Ma-*Tata* mode! #StockMarket #stockstowatch #tatachemicals #tatapower #Nifty
Tata Chemicals up 15% now!
Tata Chemicals up 7% Co has been planning to set up a lithium ion battery plant to supply to EV segment. Still in works but with Tata motors deal coming in, this could just happen!
SRF goes ex bonus today
Suddenly every real estate company is coming out with quarterly updates. Earlier only Sobha and Sunteck would do that. Others would do that very intermittently.
Woot woot! Nifty at 18000!
Insecticides India says Have cut down inventory by 15% qoq vs targetted 25% reduction 70% of imports come from China for the company There is heavy inventory in the market Price hikes in the Branded segment are still to happen
Thirumalai chemicals says positive impact on Chemicals industry, products in caustic chain seeing sharp increases, some raw material inflation for intermediates. India has missed this bus in the past, should not do it this time #poweroutage #chinacrisis
Dhanuka Agri on China factor
Conversation with Bodal Chemicals, dye industry
(3/n) Conversation with Aarti Ind and Deepak Nitrite cont
(2/n) Conversation with Aarti Ind and Deepak Nitrite