https://twitter.com/LesEchos/status/1663405540876201990

https://twitter.com/LesEchos/status/1663405540876201990

https://twitter.com/VDNLens/status/1612440775689703424?s=20

@clivismusic

@clivismusic

@clivismusic

Ravi Prasad (RSP) 🇮🇳

@Stockstudy8

🧵 Thread on Adani Group Valuation

⚡️Despite 50-60% Correction in #Adani Group
lets look at Valuation of all Adani stocks

1. #AdaniEnt :
Stock PE : 150 Vs 10yr Avg PE : 14
PriceToBook : 5.73 Vs 10Yr Avg PB : 0.7
McapToSales : 1.47 Vs 10Yr Avg 0.3
Current Ratio :0.89

A current ratio pertains to the liquidity ratio that measures a company's ability to pay off its short-term dues and debts with its current assets in a span of 12 months or less.
A good current ratio is typically anywhere between 1.5 and 2, but it can sometimes depend on the ind

2. #AdaniPorts
Stock PE : 20 Vs 10yr Avg PE : 21.4
PriceToBook : 2.43 Vs 10Yr Avg PB : 4.2
McapToSales : 6 Vs 10Yr Avg 8.3

Current Ratio : 1.60

Conclusion : Undervalued

Read 13 tweets

Fact Finder, The 🇮🇳

@TheFactFindr

#ACC #ACEM Both Fallen 15-20% .... Are they Cheap? You Decide. Here is the data.
#ACC Cmp Rs1840... TTM PE as of yday. 49.50x... So after 15% Fall, its TTM PE would be 42.5x .... Ultratech 32x and has been reporting better REV & PAT growth. So #ACC enjoys a 30% #AdaniPremium.

#AMBUJA Cmp Rs368... TTM PE as of yday 50.2x... So after 20% Fall, its TTM PE would be 40.7x .... Ultratech 32x and has been reporting better REV & PAT growth. So #AMBUJA enjoys a 27% #AdaniPremium.

Here is the Chart for Ultratech Cement just for reference. One More thing is that both ACC & AMBUJA were LEVERAGED buy-outs as per media reports. Basically, the entire $6.5bn Shares of ACC and AMBUJA has been pledged. In Addition, $4bn Allocated for Open Offer.

Read 6 tweets

Medi-Facts!

@Doc_MediFacts

#Influenza #Grippeimpfung #NAC #ACC
1/n Dieses Jahr beginnt die Grippesaison früher als üblich & z.T. wird mit einem heftigen Verlauf gerechnet - u.a. wg. fehlender Immunität nach >2 Jahren Masken & Social distancing & Lockdowns. Aktuell steigen die Zahlen von Woche zu Woche:

2/n Wie sich schützen? Da wäre zum einen die Grippeimpfung. Dieses schützt nachweislich vor Ansteckung und schwerem Verlauf. Der Effekt ist jedoch leider eher als gering anzusehen - zumindest wenn man frühere Jahre zugrunde legt und sich die Altersgruppe Ü60 ansieht (Vgl. CIDM):

3/n Von den heute eingesetzten tetravalenten Impfstoffen. erwartet man einen besseren Schutz als in den zuvor gezeigten Daten mit älteren Impfstoffen. Doch auch hier ist die Datenlage eher schwach. Eine aktuelle Metaanalyse schlussfolgert:

Read 8 tweets

cardio-met

@cardiomet_CE

@GiuseppeGalati_

1) Welcome to a new #accredited #tweetorial, Update on New HFrEF Data from ESC 2022 with a Focus on Vericiguat. Our expert author is Giuseppe Galati MD, MMSc in Heart Failure, FHFA, @GiuseppeGalati_ , Consultant #Cardiologist #HeartFailure & #Cardiomyopathies

@GiuseppeGalati_

2) @GiuseppeGalati_ is at San Raffaele Research Hospital, Milan 🇮🇹 @SanRaffaeleMI. This program is intended for #healthcare professionals & is accredited for 0.75h CE/#CME credit for #physicians #physicianassistants #nurses #nursepractitioners #pharmacists.

3) This program is supported by an educational grant from Bayer. See archived programs still open for credit at cardiometabolic-ce.com. Statement of accreditation & faculty disclosures at cardiometabolic-ce.com/disclosures/.🙏 FOLLOW US !

Read 43 tweets

Adam McClintock

@cfb_professor

We are roughly 2 months away from the start of #CFB season! Lets talk expectations. Ill go through each team & give what my model predicts as the % chance each team gets to bowl eligbility, and also the % chance each team gets 10+ Ws given their respective schedules. Lets go!🧵

#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws)

#Alabama #RTR 99.9%/89.5%
#Arkansas #WPS 55.3%/11.0%
#Auburn #WarEagle 36.9%/1.8%
#Florida #Gators 81.0%/17.4%
#Georgia #UGA 99.9%/93.3%
#Kentucky #BBN 66.7%/7.3%
#LSU #GeauxTigers 81.8%/29.1%
#HailState 47.8%/2.6%

#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws) (cont)
#Mizzou 69.2%/11.6%
#OleMiss 96.9%/41.4%
#SouthCarolina 31.2%/0.8%
#Tennessee #Vols 95.3%/35.6%
#TAMU #GigEm 99.0%/75.1%
#Vanderbilt #AnchorDown 2.3%/ <0.1%

Read 12 tweets

Varad

@Itz_Varad

In financial transaction specially in Merger & Acquisitions, sellers are often concerned about assurance for receiving the payment, whereas the buyer is concerned about their investment.
Have you ever thought how this problem is tackled. Let's dive right into the topic.

This problem is solved using Escrow account.
The Escrow account is a 3rd party who holds assets or money behalf of two parties that are in the process of completing a transaction. They continue to hold the funds until both parties have fulfilled their contractual requirements.

How it works:
The buyer places the funds in escrow account with an agent/firm with instructions to disburse them to the seller once the transactions gets fulfilled. This way, both buyers and seller are safe, and the transaction can proceed.

Read 9 tweets

Moneycontrol

@moneycontrolcom

@AdaniOnline

Adani Group is making its largest acquisition by value ever. It will be spending $10.5 billion to buy Ambuja and ACC.

Read more about it 👇
moneycontrol.com/news/business/…

@AdaniOnline #ACC #Ambuja #AdaniGroup

Did Adani Group pay too much for Ambuja-ACC?

Read 👇
moneycontrol.com/news/business/…

#ACC #Ambuja #AdaniGroup

What does Adani's Ambuja-ACC buy tell about the future of the cement industry?

Read 👇
moneycontrol.com/news/business/…

#ACC #Ambuja #AdaniGroup

Read 5 tweets

“Riseyourself” - A to Ω

@rlnarayanan

#Adani #cement
As I was heading institutional business with lot of constraints of budget (a good research analyst would come at a cost of ₹60-1.5 cr )which my company then was not able to afford. Although I had team of analysts I picked them from print media & industry other

than broking, I started networking with industry experts, c-level executives retired CEO’s research experts, domain experts especially for IT, Banking, Pharma, FMCG & infrastructure

One such area was cement I went very deep into it with a help of top executives & high level geologists who was an IIT & senior person with complete knowledge & expertise.
With him I figured that
Clinker is available cheap in Middle East & is in plenty with good logistics

Read 23 tweets

Beat The Street

@BeatTheStreet10

https://twitter.com/BeatTheStreet10/status/1517519302827552768

Adani To Acquire Holcim’s Stake In Ambuja Cements And ACC Limited

adani.com/Newsroom/Media…

Finally its official, Adani bought this stake via offshore SPV which belongs to Adani Promoters (not related to Adani Enterprises)

#adani #holcim
#ambuja #acc

https://twitter.com/BeatTheStreet10/status/1517519302827552768

Adani ACC Ambuja deal valued at

Ambuja 385 per share vs CMP 358
ACC 2300 per share vs CMP 2100

#adani #acc #ambuja #Holcim

At $10.5 bn
largest ever acquisition by Adani, and India’s largest ever M&A transaction in the infrastructure and materials space.

Read 10 tweets

Adam McClintock

@cfb_professor

Ready for the #CFB Analytics Spring Top 40? Here we go. This Power Ranking is derived from a model which utilizes full Coach Staff efficiency metrics, roster talent, & returning production among other metrics. No opinion here, I just regurgitate the numbers. #NoOpinionJustNumbers

40 #Kentucky #BBN #SEC Power Rating: 61.726
Returning Production for the Wildcats may be a problem. At 39.72%, it puts them at 113th in the country. The schedule is manageable tho drawing Ole Miss & Miss State out the West. #CFB

39 #Washington #PurpleReign #Pac12
Power Rating: 62.271
Really like the new coaching staff in Seattle. Should put them in a better position to win. Roster talent purge from the prev regime will have an early effect (last 2 classes were 39th, 86th) but the ship has been righted.

Read 42 tweets

Vishant Pai 🔺

@vishantpai

A Thread on Ratio analysis and respective charts
No need to grab a coffee,Chai will do😄

The idea is to identify relatively stronger sectors & stocks when breadth is weak

Breadth=DT 1% (No of stocks in Double top buy on 1% PnF chart)

Breadth started falling from 14th Jan 2022

So we need to identify sectors which remained resilient when market breadth was falling.

We will look back 8 trading sessions and any score above or equal to 5 is bullish (63% of times Sector outperformed benchmark)

Mean reversals are best suited for current market breadth scenario. Once we have identified the sector the next step is to identify stocks in same fashion.

However the idea is to pick only stocks which are taking support near 50 or 200 EMA

Let us begin with first sector 👇

Read 16 tweets

Martin White II

@MartinWhite78

The #UConn Huskies is an anamoly in college athletics. They love basketball more than anything in a world where it’s FBS football or nothing. While schools look to get into P5 leagues or position themselves into an expanded playoff, Huskies fans just want “don’t be meme bad”

Their old home the AAC says that they could have had a chance to get shitloads of money, and a chance to be a big boy and a potential CFP contender, only to now be adrift and left to either die or drop to FCS for an inferior product.

To many, #UConn has now doomed themselves to a life of obscurity where the #AAC or #ACC could have given them a platform. But Huskies fans are fine since it means more games against Villanova, Providence, St. John’s, and Seton Hall. While 49 other states say that the league is…

Read 19 tweets

إبراهيم الحربي Ibrahim Alharbi

@Dr_I3rahimSaleh

2021 #ACC/AHA/SCAI Guideline for Coronary Artery Revascularization
jacc.org/doi/10.1016/j.…
#ACCFIT #CardioTwitter #medtwitter #ACCIC
10 Take-home messages:

1. Coronary revascularization should be based on clinical indications, regardless of sex, race, or ethnicity.

2. In patients being considered for coronary revascularization for whom the optimal treatment strategy is unclear, a multidisciplinary Heart Team approach is recommended.

3. For significant LM disease, CABG is indicated to improve survival relative to that likely to be achieved with medical therapy. PCI is a reasonable compared with medical therapy, in low to medium complex CAD and LM disease that is equally suitable for CABG or PCI

Read 10 tweets

🇮🇳🇮🇳RM (Risk Management)

@ca_mehtaravi

Nifty 50(w) structure

At RSI front Index given continue some weakness but still we respected 17700 and Monday if some panic same can move towards 17570-17600..

Next weekly closing below 17570 will put more pressure of consolidation.

If we try to observe Nifty 50 stock wise charts most of counters give comfort that we should hold & respect the 17600-17700 zone once as solid support.

Further looking on same chart clear visible that same consolidation may take more time till we not break 18300 towards high.

Bank Nifty Structure...

Index almost correct 4000 point one way,hence same is also near 38K psycological as well as technical support zone,hence same also indicative that a bounce back is clearly due in BN as well,hence don't panic if some pressure as Hap down etc in monday.

So far everything Ive commented on in the realm of conference expansion has been make believe. Just day dreams. I did a little reading tho & wanted to go thru what is reality & most importantly, why? Ill be going thru all remaining P5 confs to shed light on their situation. #CFB

First, lets take a look at the #ACC. You can ignore anything you read regarding #NotreDame or any of the the #ACC schools leaving. Just keep right on scrolling, bc it isn’t happening. Why not? The #ACC has a grant of rights agreement which extends until 2036. (continued)

No school is going to be putting their TV revenue on the line for the next 15 yrs. Just wont happen. By the end of this grant of rights agreement tho, the #ACC will be making nearly half of what the #BigTen & #SEC will be in TV revenue (only $34 Million per team in ’19). (cont)

Read 16 tweets

WVU to ACC

@WVUtoACC

Now that #Oklahoma and #Texas have officially withdrawn from the #Big12-2-2-2, several academic institutions in the league have started the process of backchanneling (while of course remaining committed to the Big12-2-2-2) for a new home.

Not wanting my own beloved college cast aside to a G5 league that is more aligned with our aspirations and history, I’ve taken it upon myself to produce a similar piece, so that another elite league may choose to add us and carry us on their financial shoulders.

I of course, am speaking of University of #West #Virginia. There are several things that set #WVU apart from your average D1 entity. These unique qualities define us, and should give us immediate consideration for our admission into either the #ACC, #BIG16, #PACnumber, or #SEC.

Read 32 tweets

Tony Vo

@tonyhvo

@summitmd_cvrf

Awesome first day of presentations.

Some of the key slides below from Chapter 1 - Left Main PCI

#TCTAP2021 #APVALVES2021 #COMPLEXPCI2021 @summitmd_cvrf @aayshacader @mirvatalasnag @AmitSinghMD @YongcheolKim2
#CardioTwitter #CardioEd #RadialFirst #ACCFIT #ACC @BotPci @APSIC6

1/4 Left Main bifurcation and PCI by Dr Mario Gaudino

Read 24 tweets

Financial Monk

@financial_monk

@gvkreddi

#Cement Sector: Rural & Govt are driving the demand!

@gvkreddi @SandipGhose @nid_rockz @nakulvibhor @saketreddy

🧵

1/ Demand Drivers

-The fundamentals in the cement industry are strong.

-Demand outlook is positive, supported by the underlying demand in rural housing and government focus on infrastructure.

-Prices are a function of market dynamics

-Lower interest rates will aid infrastructure and real estate demand in the medium to long term.

-Post severe disruption during lockdown, there have been healthy volumes supported by government measures.

Read 6 tweets

Apurva Sheth, CMT

@apurvansheth

Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.

Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.

In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.

Read 22 tweets

Aditya A Joshi

@AdiAJoshi