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  Ritesh   

@WithRitesh

India, Markets & Politics. Fundamentals & Screen reading. Firm believer in India story. Modi Era is Golden Era. DSE & Hindu College (DU) alumni.

Followers: 1,751

  •   Ritesh   

    @WithRitesh

    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

    14/11/2019 08:10:50 PM     Share:    


      Ritesh   

    @WithRitesh

    A Mountain of Airtel’s Debt via Bloomberg Quint. #Airtel #AGR #Vodafone #vodafoneidea #Jio #Reliance

    14/11/2019 06:53:28 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    13/11/2019 10:12:52 AM     Share:    


      Ritesh   

    @WithRitesh

    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

    12/11/2019 06:43:37 PM     Share:    


      Ritesh   

    @WithRitesh

    #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

    12/11/2019 06:41:39 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    12/11/2019 10:39:32 AM     Share:    


      Ritesh   

    @WithRitesh

    #DHFL loans continue to be listed as standard by banks. #SBI #UBI

    11/11/2019 09:35:31 AM     Share:    


      Ritesh   

    @WithRitesh

    323 to 631. #TataSteel upgraded by Icici. A 100% stance change 🙂

    10/11/2019 12:24:05 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    09/11/2019 08:38:38 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    09/11/2019 05:30:12 PM     Share:    


      Ritesh   

    @WithRitesh

    #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

    07/11/2019 09:10:45 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    07/11/2019 10:11:08 AM     Share:    


      Ritesh   

    @WithRitesh

    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

    07/11/2019 10:02:21 AM     Share:    


      Ritesh   

    @WithRitesh

    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.

    06/11/2019 09:35:57 AM     Share:    


      Ritesh   

    @WithRitesh

    #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

    06/11/2019 09:35:41 AM     Share:    


      Ritesh   

    @WithRitesh

    #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

    06/11/2019 09:13:47 AM     Share:    


      Ritesh   

    @WithRitesh

    Tata Motors was also close.

    05/11/2019 08:30:52 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    05/11/2019 08:11:21 PM     Share:    


      Ritesh   

    @WithRitesh

    Arora ji ka sach bhi ek pal ke liye mazak lagta hain 🤣 #BajajFinance

    05/11/2019 05:51:55 PM     Share:    


      Ritesh   

    @WithRitesh

    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

    05/11/2019 09:05:14 AM     Share:    


  Ritesh   

@WithRitesh

India, Markets & Politics. Fundamentals & Screen reading. Firm believer in India story. Modi Era is Golden Era. DSE & Hindu College (DU) alumni.

Followers: 1,751

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