Thoughts on Stocks, Investing, Personal Finance, Motivation and Economy. Screen reading. Hindu College and DSE alumni. No tips!
Ather’s valuation could rise to $4B in few months #HeroMoto stake would be worth $1.5B #HeroMoroCorp is debt free and has investments of over 10000 cr Something like Tata Motors can happen in Hero over next few months on management’s future vision!
Around ~5000 crore to corner over 50% share in India’s DTH industry will be a win-win for #BhartiAirtel #Dishtv
Correction offering good opportunities to look into names like Navin, Deepak Nitrite, Hero Moto, Reliance, India Cements, NTPC.. #Investment #investing #personalfinance
Jio price hike finally marks the end of subsidy era in Indian telecom markets. Needless to say: This is BIG! Thanks to the revolutionary Jio entry, it brought the data to masses! #Jio #jiopricehike #bhartiairtel #RelianceJio #Reliance
Meanwhile..😀 #RelianceIndustries #Reliance #Adani
Huge run up in #Reliance today. Is #Jio tariff hikes coming over weekend? #bhartiairtel #Jio
#Nykaa hits 1 lakh crore market cap: 46x Sales, 1600 on P/E Unitech once was touted as the most big realty stock in 2007 and everyone bought..those didn’t buy looked idiots! Nahinnnnn…. 🙅
Biscuits major Britannia calling out inflation LOUD and clear. So did ITC and HUL.
Muthoot Finance up 10% today. #Muthootfinance
Gold!! $GLD Getting interesting. Weekly close above $1800 There is a backdrop of no one believing in the breakout A close above $1835: Its a RUNWAY. It will be fun to watch when no one else is in it. Most hated asset class about to surprise? #Gold
A BIG move is due in #Gold $GLD as inflation builds up in US. #Inflation #MarketswithRS
Fact: #MuthootFinance holds 178 tons of gold, higher than the official reserves of Singapore and Sweden. #MarketswithRS #Gold
Airtel Payments Bank now has a customer base of around 115 million Monthly user base: 31 million Now Profitable at operating and net basis Network base 2x of ATM’s+Bank branches in country Take rate highest in industry #Bhartiairtel
This Diwali buy some Gold too! In stocks, Muthoot Finance! #MuhuratTrading #Samvat2078
Nil Bank debt status for India business bodes very well for valuations that street will apply should Airtel think of value unlocking. CEO hints about how Payments bank, Data centres and Digital is shaping up for future. #bhartiairtel
Slight correction: Margins at 49.5% 4G customers up 40M YoY, total 192M, 60% of overall customers ARPU: 153 Highest addition in home business Digital TV customer: 18M Airtel Payments Bank turns profitable #Bhartiairtel
Super results by #bhartiairtel EBITDA: 144B with margins at astonishing 50.87% Net Profit: 1134 crore vs estimates of ~700 odd crores
#Bhartiairtel rallying today.
Jio Phone was supposed to disrupt #BhartiAirtel and the stock had corrected in past on every news associated with it. Disruption is not happening.