India, Markets & Politics. Fundamentals & Screen reading. Firm believer in India story. Modi Era is Golden Era. DSE & Hindu College (DU) alumni.
50,922 crore loss? That’s greater then m-cap of majority of companies 🤣 I heard, if you are a billionaire, open an airline and become a millionaire. Now you can trust telecom for the same. #Vodafone #VodafoneIndia #Idea #VodafoneIdea #Airtel #AGR #Jio
A Mountain of Airtel’s Debt via Bloomberg Quint. #Airtel #AGR #Vodafone #vodafoneidea #Jio #Reliance
If #VodafoneIdea exits/sells stake, it’s positive for: Bharti Airtel (370) #Reliance (1445) Airtel could show more fiery moves. #Jio #Airtel #Telecom #Idea #Vodafone
Travel & Tourism is a $1.7T industry. 1.4 billion people travelled in 2018. Occupancy levels in India were 65.3% in 2018, highest in last 10 years. India earned ~$28B inForex in 2018. #IndianHotels (@TajHotels) #EIH (@OberoiHotels) @hemant_ghai @dmuthuk @AnyBodyCanFly
#IndianHotels back in profits NP: 69cr vs 5.6cr loss YoY Revenue: 1007 cr EBITDA: 182 cr (Highest in last 10 years) Meanwhile #Sinclairs also delivers good results @nooreshtech @unseenvalue @varinder_bansal @AshVerma111 @porinju @_anujsinghal
If you take care of the employees, they will take care of company Gender Parity 5 days week Flexible shifts Maternity & Paternity leaves We are talking about coffee shop above in India Well done @sumitro_g @StarbucksIndia #TataGlobal #Starbucks @porinju @varinder_bansal
#DHFL loans continue to be listed as standard by banks. #SBI #UBI
323 to 631. #TataSteel upgraded by Icici. A 100% stance change 🙂
A 10% hike in tariff of Indian Telcos can earn them 11,000 cr per year Current ARPU: 130 10% Hike: 141 #VodafoneIdea #Airtel #Jio
ITC Maratha and ITC Grand Central, ITC Rajputana in Jaipur, ITC Grand Chola in Chennai, #ITC Windsor and ITC Gardenia in Bengaluru meet their total electrical energy demand through renewable sources. 100 percent powered by wind turbines through our own wind farms. @ITCHotels
#ABCapital PAT up 37% to 256 crore Revenue up 8% to 4299 crore 2100 cr raised at 100 per share Lending book: 60477 crore NIM: 5.34% GNPA: 1.39% Credit Cost: 0.9% RoE: 15% AUM: 2.7L crore @dugalira @varinder_bansal @VijayKedia1
For records, trailing P/E of richly valued stocks. Lots of discussions for and against holding “Quality” recently. #HUL #Maruti #AsianPaints #Nestle #Titan @dmuthuk @SunilBSinghania
N. Nilekani: “Even God can’t change the numbers of the Company” is iconic like When Super Mario said: “Whatever it takes” I believe him 100% #Infosys #Infy #Whistleblower
CDSL is adding ~150-200 unlisted companies per month vs. ~350-400 by NSDL. The pace of addition has reduced but the opportunity remains huge.
#CDSL has an asset light and a well-diversified business model where in 35% of revenue is fixed (annuity based) which cushions it from volatility. CDSL which was listed in June 2017, has surged 59% from its issue price of ₹149 a share. As of Sep19, #BSE held 24% stake in CDSL
#Titan opens 10% down. India’s most expensive stocks via Bloomberg and @darshanvmehta1. If they miss, your return gets hit. Though all earnings miss have been “Buy” opportunities historically be it #Dmart, #HDFCAMC, #HDFCLife etc @dmuthuk @iancassel
Tata Motors was also close.
Travel & Tourism is a $1.7T industry. 1.4 billion people travelled in 2018. Occupancy levels in India were 65.3% in 2018, highest in last 10 years. India earned ~$28B inForex in 2018. #IndianHotels (@TajHotels) #EIH (@OberoiHotels) @porinju @hemant_ghai @dmuthuk
Arora ji ka sach bhi ek pal ke liye mazak lagta hain 🤣 #BajajFinance
Companies including Swedish fashion retailer Hennes & Mauritz (H&M), Coca-Cola, KFC and Dabur, are either asking their staff to work out of home or are offering flexible timings as part of their contingency plans amid severe pollution in #Delhi NCR. #DelhiPollution