Discover and read the best of Twitter Threads about #StockMarketindia

Most recents (24)

#Inflation will always be one of the prime reason of making #investments in #Equities. Rest depends up on #investors behavior, asset allocation & the #goals. Focus on 'Real Return' not marketing gimmicks. #SaarthiZarooriHai
& #PlanZarooriHai with #MasterMindFinnAsset (1/n)
#Investment decisions contribute in a big way to inflation-proofing your #mutualfund portfolio. Frequent churning, performance chasing & exiting at the first sign of volatility lead to sub-optimal gains. (2/n) #MutualFundsSahiHai #investing #investors #StockMarketIndia
Avoid making impulsive #investing decisions based on predicted short-term changes in the #economy. Make sure any strategies you use to hedge against #inflation align with your overall #FinancialFreedom plan & assists to meet your #financial #goals. (3/n) #goalsetting #investing
Read 6 tweets
Banks offering 6.75% interest on tax-saving FDs 🤑

1. AU
2. Suryoday
3. IndusInd
4. Ujjivan
5. RBL
6. Deutsche
7. DCB
8. IDFC
9. Yes
10. Equitas

⤵️⤵️⤵️

#nifty50 #StockMarket
▣ AU Small Finance Bank & Suryoday Small Finance Bank 🏦

--> Offers interest rates of up to 6.75%

--> A sum of Rs 1.5 lakh invested grows to Rs 2.10 lakh in 5 years.
▣ IndusInd bank 🏦

--> Offers interest rates of up to 6.5%

--> A sum of Rs 1.5 lakh invested grows to Rs 2.07 lakh in 5 years.
Read 9 tweets
Share analysis article: socinvest.app/post/l-t-techn…
Share analysis video:
Read 4 tweets
Q&A Insights: Sanjay Shah of KSA Securities asked about opportunities for HFCL in FY23, FY24. Mahendra MD replied that FY23 comes up with multiple opportunities in India. With 5G coming probably in June, there will be large demand for fiberoptic cable and wideband backhaul radios
Q&A Insights: Sanjay Shah of KSA Securities asked about the progress on defense equipment side. Mahendra MD said that whatever design HFCL has finished, it’s undergoing trial. Also govt.’s plan to indigenously procure defense equipment would help HFCL a great deal in its business
Read 8 tweets
LAURUSLABS said that based on its healthy product pipeline, it continues to invest in FDF infrastructure. And brownfield expansion at Unit 2 is progressing as per expectation and is expected to add significant capacity to FDF operations, taking the capacity to 10 billion units.
Q&A Insights: Tushar Manudhane of @MotilalOswalLtd asked about the selling prices of ARV, its fall over last 6 months and drivers of it. Satyanarayana Chava CEO said that ARV sales in FY22 for most companies were significantly lower. API and ARV prices both were down around 10%.
Read 8 tweets
WIPRO stated that for FY23, it expects to grow in double digits and margins for the medium term is expected to hold in the 17-17.5% band. However, for the next 2-3 quarters, WIPRO expects to see slightly lower margins.
Q&A Insights: Kumar Rakesh from @BNPParibas asked about the operations of Rizing. Rajan Kohli MP said that Rizing will operate under Application and Data business, adjacent to SAP business. The idea is to drive synergies between Rizing and Wipro’s SAP business and go to market.
Read 8 tweets
🧵 Mega Thread, for the Mega IPO of #LIC 💰

Let us dive 👇

Please Like, Share, Retweet if you find it useful 😄 Image
IPO details:

IPO Opens: 4th May,2022
IPO Closes: 9th May,2022
Face Value: ₹10 per equity share
Price Band: ₹902 to ₹949 per share
Min lot: 15 shares
Issue Size: ₹21,008.48 crs
OFS: 221,374,920 Shares
(1/n)
The IPO will be purely OFS where Government of India will be offloading 3.5% stake in LIC

Employee reservation- Up to 1,581,249 Equity Shares
Policy Holder reservation- Up to 22,137,492 Equity Shares
Post that
QIB - 50%
Retail - 35%
NII - 15%
(2/n)
Read 23 tweets
Q&A Insights: Mahrukh Adajania from @EdelweissFin asked about transfer of standard assets to ARC. Puneet Sharma CEO said AXISBANK has not transferred standard assets to ARC. There was only one transfer, which was an NPA of INR 215.78 crores, that was sold to an ARC in 4Q.
Q&A Insights: Rohan Mandora from @EquirusGroup enquired about the segments where the bank will look to grow faster. Puneet Sharma CEO replied that the focus segments would be the mid-corporate segment and commercial banking segment.
Read 7 tweets
HINDUNILVR said it expects near-term operating environment to remain challenging. The company added that its margins will decline in short-term as price versus cost gap increases.
HINDUNILVR reported that the company crossed the INR50,000 crore turnover mark in FY22. The company remains confident of outpacing FMCG market growth and recovering margins in a phased manner.
Read 8 tweets
Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked about business going ahead with the merger between HDFC Limited and HDFC bank. Navneet Munot MD said this will facilitate more efficient cross-selling of banking and financial services products that includes insurance and MF.
Q&A Insights: Prayesh Jain of @MotilalOswalLtd asked how the company’s expenses are panning out. Navneet Munot MD replied that opex has been around 13 bp which has been the trend. However, despite business promotion, marketing, NFO etc. HDFCAMC has maintained the expenses.
Read 9 tweets
For FY23, KPIT said it’s looking at revenue growth in the range of 18-21% in constant currency, 18-19% EBITDA margin and about 25% volume growth.
Q&A Insights: Karan Uppal from @Phillip_Capital asked about the $125 million client wins in 4Q and if all were T21 clients. Kishor Patil CEO said KPIT’s focus has been on T21 and most of the wins were for T21.
Read 9 tweets
AUFI generated its higher ever operating profit in 4Q22. The company said 40% of its new customers acquired in 4Q were through the recently launched digital channels and products.
Q&A Insights: Aditya Jain of @Citi asked about steady reduction in cost of funds on liability side and share of floating rate loans on the book. Sanjay Agarwal MD said it was due to inflation and interest rate cycle being tough. The share of floating was 25% and 75% was fixed.
Read 8 tweets
Few industries that use Drones ✈

• Agriculture
• Energy & Utility
• Infrastructure
• Mining
• Media & Entertainment

But which are the major drone companies in India?

Let's Find Out ⤵
1️⃣Paras Defense & Space Technologies

The company has 40+ years of experience in the area of defence and space engineering.
2️⃣DCM Shriram Ltd.

DCM Shriram ltd. has bought a 30% stake in a Turkish drone-making company, Zyrone Dynamics with the intention of creating a worldwide UAV company for various applications in military & civilian fields.
Read 7 tweets
Q&A Insights: Suresh Ganapathy from @Macquarie asked about the details of the 80 bp change in operating assumptions impacting margin. Niraj Shah CFO said that it’s the seasonality assumptions the company had at the beginning of the period, given what’s seen in the portfolio.
Q&A Insights: Suresh Ganapathy of @Macquarie also asked about change in equation due to the merger of HDFC Limited and Bank. Vibha Padalkar MD replied that with this merger there will be a direct alignment and also will have cross-sell opportunities in a structured manner.
Read 9 tweets
Q&A Insights: Abhishek Murarka from @HSBC_IN asked about the NIM and cost to income outlook for FY23. Rajeev Jain MD said opex to NIM would remain elevated. Eventually it will lead to better OpEx to NIM ratio.
Q&A Insights: Apurva Deshmukh of @CRISILLimited enquired about percentage of consumer durable in stand-alone AUM of Bajaj Finance. Rajeev Jain MD said that it’s close to INR 20,000 crores in terms of balance sheet (BS) of consumer durable financing. On aggregate, it is 10% of BS.
Read 7 tweets
ICICIBANK said its employee expenses increased by 21% YonY. And the bank had about 105,800 employees at March 31, with employee count increasing by about 7,000 in the last 12 months.
Q&A Insights: Mahrukh Adajania of @EdelweissFin asked about margin outlook and if repo rate hike will gain margin. Rakesh CFO replied that it’s difficult to give an outlook. The target would be to try and see how margins can be maintained. But it will be a function of the market.
Read 9 tweets
MFL closed the year with highest ever revenue and PAT of INR1,551 crores and INR253 crores respectively, which is attributed to a volume growth of 20% and higher realization for all the products.
Q&A Insights: Manish Jain of @MoneylifeAdvice asked about the demand outlook for ECH in domestic industry. Maulik Patel MD said currently the ECH is in its peak demand due to the infrastructure projects. MFL said it expects this to remain the same for next one or two years.
Read 9 tweets
For the first time, TATVA said, it crossed the revenue mark of INR400 crores, profit before tax of more than INR100 crores and exports revenue of INR300 crores.
Q&A Insights: Sanjay Jain of @ICICI_Direct asked how FY23 looks like for SDA, if revenue will be same as FY22. Chintan Shah MD said TATVA expects more or less to maintain the revenues of FY22 in FY23. TATVA expects 1Q to be low, 2Q to improvement, and 3Q, 4Q to see strong demand.
Read 9 tweets
UPL Ltd Analysis!🇮🇳

A detailed thread 🧵👇🏻
#investing #StockMarket #StockMarketindia #trading
#stockstowatch #adani #modi

On every retweet will share a surprise bundle with you in your dm..
@kuttrapali26 @Mitesh_Engr
(1/20)

About:

Incorporated in 1969, UPL manufactures, markets, & distributes crop protection products, intermediates, speciality chemicals & other industrial chemicals.

UPL ranks among the Top five generic agro-chemical companies in the world.
(2/20)

Crop Protection Market:

The crop protection market is directly correlated to agricultural production. India is the world’s 5th largest agrochemical market. With the market size of ~$3.3Billion. It also has the fastest growth rate amongst the top 20 markets (~9%)
Read 15 tweets
Coffee Can Investing 🥫☕️

Here’s a lazy way to become a billionaire 🤑

Let’s know how? ⤵️

-- A Thread 🧵 --

#invest #StockMarketindia
The idea rolls back to the USA before the banking system was established when people used to put their valuable things in a Coffee Can and would not touch it for a long time.
So, it’s a BUY and FORGET style of investing.

The rationale behind this methodology is to invest for a long run (10 years or more) in a sound business.
Read 5 tweets
Q&A Insights: Kashyap Javeri from @EmkayGlobal Investment asked about the spend of budgets that were 2x in FY22 vs. FY21. Harvinder CFO said that the 2x budget were for technology spend which has been growing and it was higher by 70% in FY22. And for FY23 it’s 2.5 times vs. FY22.
Q&A Insights: Prayesh from @MotilalOswalLtd asked about the share of the recurring segment on the corporate finance side and its outlook. Harvinder CFO said that ISEC has a 70% market share in the equity capital market. For outlook, on private equity M&A, ISEC is seeing traction.
Read 8 tweets
Q&A Insights: Dhaval Shah of Svan Investment asked about price increase scenario. Kaushik Roy MD said there is a sharp increase in crude price. However, PCBL said it doesn’t want to take advantage of the situation but also want to pass a reasonable portion of cost to the customer
Q&A Insights: Jain of @ICICI_Direct asked how large is Russia in terms of capacity. Kaushik MD replied that on capacity, the size is similar like India. In terms of capacity it is 1.1 million tonnes. The difference is that 30% is used domestically and 70% goes to Western Europe.
Read 8 tweets
Biggest Stock Market Myths! 🤯

⚠️ It’s Gambling
⚠️ Require Strong Knowledge
⚠️ Require large capital to invest
⚠️ Can time the market
⚠️ All stocks eventually fall in value
⚠️ High risks = high profits
⚠️ Experts/Advisory Required

#invest #stocks
▣ Stock market is like gambling 🎲♠️

While gambling is all about game of luck/chance, investing is driven by multiple factors as economic landscape, company performance, your stock purchase & sale timing etc & these factors can be studied & predicted to make pftble investments.
▣ Require Strong Knowledge 👨‍🎓

Investing requires an understanding of the market & identifying the right shares. But, this process of learning is continuous & develops over time.

Share market favors preparation & is, therefore, open to anyone with a keen interest in the market
Read 9 tweets
Larsen & Toubro Infotech Limited Q4 FY22 Earnings ConCall Summary

#LTI #LTIQ4 #LTInfotech #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
LTI said FY22 saw the company cross the $2 billion revenue milestone, by delivering its highest ever revenue growth this year. As for headcount, during Q4, LTI added 2,448 on a net basis and for FY22 it stood at 10,657. In 4Q22, attrition was 24% vs. 22.5% in 3Q on an LTM basis.
Q&A Insights: Vimal Gohil of @UnionBankTweets asked about weakness in cash flow generation in FY22 and outlook. Anil CFO said LTI had a strong cash flow conversion in 4Q22 at 97% vs. 70% in 3Q, mainly due to better working capital construct. LTI expects to continue in same range.
Read 11 tweets

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