Discover and read the best of Twitter Threads about #finance

Most recents (24)

Q&A Insights: Nitin Gandhi of @KifsTrade asked about reason for volatility in EBITDA margin. Udit S Director said it's because of demand supply imbalance due to COVID for last couple of qtrs. The volatility is expected to continue for a while, though a bit of moderation is seen.
Q&A Insights: Nitin Gandhi of @KifsTrade also asked about nature of huge loans extended in 2022. Udit Sethia Director said that these are loans given by INTLCONV under the respective approvals and are given under market ICD rate, which will give market rate return to the company.
Read 9 tweets
Q&A Insights: Vivek Subbaraman of Ambit Capital asked if company's current balance sheet allows it to bid for IPL at all. Punit Goenka MD replied that it does and ZEEL can participate on its own. ZEEL has zero debt and has qualification to participate in the tender.
Q&A Insights: Vivek Subbaraman of Ambit Capital also enquired if ZEEL is contemplating taking on debt to bid for IPL rights. Punit Goenka MD said it's currently studying all options. There is no need to pay a large sum upfront. Only when the rights start, it will have to pay.
Read 8 tweets
Q&A Insights: Harsh Shah of @lntmutualfund asked about full year revenue growth breakdown in terms of volume and value. Pratik Bora CFO said most of the growth came from volume. For BHA, the most margin-accretive product in portfolio, witnessed around 50% volume growth.
Q&A Insights: Harsh Shah of @lntmutualfund enquired about overall client additions. Siddharth Sikchi ED said it first added 2 new products; para benzoquinone and TBHQ. In products like BHA, added some new customers in LatAm.
Read 8 tweets
Q&A Insights: Gagan Thareja of @ASK_WM asked if growth would get constrained due to lack of capacity for first 3 qtrs of FY23. Rohan D Director said it is currently at 80% utilization and is constantly debottlenecking plants to increase capacity. Expects to reach 90-92% in FY23.
Q&A Insights: Gagan Thareja of @ASK_WM enquired about breakdown of sales growth into volume growth and price of sales mix for FY22. Rohan Desai Director replied that price increased by only 1.5-2% on an avg. overall, therefore whole growth in FY22 was due to volume.
Read 8 tweets
The Bucket Strategy for your Investments:

Bucket 1: Emergency Funds

Put some money aside in liquid funds, FDs, and debt funds that can be foreclosed without penalty. The aim is to ensure that the money is readily available when needed.
.
#finance #personalgrowth #investments
Bucket 2: Short-term Goals

Your focus should be on protecting investments, not returns.
If you want to withdraw money in another 12-24 months, then don't invest in stocks or volatile funds;
look for short-term debt and dynamic bond funds.
Bucket 3: Medium-term Goals

For goals coming your way in 3-4 years-
the best practice is to invest 20-25% in equities and 75% in debt instruments.
At this stage, never try to invest in high-risk assets
Read 4 tweets
TWL said the company backed the highest ever wagon order placed in the history of Indian Railways for a basic value of about INR7800 crore and a total value of INR9000 crore plus, taking the order backlog to INR10,00 crore for the Indian operation.
Q&A Insights: Abhijeet Dey of Equentis enquired about the avg. blended margins over 3 years for the Indian Railways order. Umesh Chowdhary MD said that avg. blended margin at EBITDA level in TWL’s business is 8-10%. And with the Indian Railways order, it expects the same guidance
Read 10 tweets
Despite two COVID waves, AFL grew revenues 32%, and reduced net debt by more than INR525 crores in the year. Expects retail and online channels to continue to drive growth and account for 60% to 65% of overall sales.
Q&A Insights: Nishit Rathi of CWC asked if US Polo, Tommy, Arrow, and Flying Machine, those will reach double-digit. Shailesh Chaturvedi MD said AFL’s guidance is that it should hit total portfolio double-digit pre-IndAS EBITDA in 12 to 18 months.
Read 9 tweets
Our paper "Covid-19 and herding in global equity markets" (with @GersonJunior__) is now published in the Journal of Behavioral and Experimental Finance and freely available for 30 days using the link below.

#herding #finance #IESEGResearch #COVID19

authors.elsevier.com/a/1fFGk7tZBboo…
In the paper, we investigate the presence of herding in 10 equity markets, with a particular focus on analyzing the Covid-19 period and comparing it with previous crisis period such as the 2007-2008 GFC.
The countries in the study (Australia, Belgium, Brazil, China, France, Italy, Japan, Sweden, the UK, and the US) were chosen because they show a remarkable diversity in terms of governments’ responses to pandemic as well as its impact and the timing of Covid-19 waves.
Read 25 tweets
#Crypto Investment can be simpler with these tools.

1. Portfolio Management
2. Social Sentiment
3. Bridges

/THREAD
Portfolio Management.

These tools allow you to better manage your cryptocurrency portfolio. You have access to all your tokens and #DeFi applications from one place.



/1
Read 9 tweets
🧵on all IBC connected chains in Cosmos and how we came from no #IBC to around 48 active IBC chains and 70%+ in developer growth in 2021. We explore all #Cosmos IBC chains in an easy to digest thread. Or through Medium medium.com/@cosmonautcuri… #IBCGang #ATOM @cosmos
2) #Cosmos has been having rapid growth over the last couple of years. To give a little context Inter‐Blockchain Communication protocol (#IBC) was only approved on March 29th, 2021 from governance proposal #41.
3) According to a report by Electric Capital Cosmos had a 70% growth in developers in the #Cosmos ecosystem in 2021. This will only continue to grow as Cosmos technology improves and more tools come such as EVM-based chains.
Read 131 tweets
Breakout (BO) is a very popular technique among traders and investors who like to make their living out of stock market

If you love to trade momentum then here is everything you need to know about breakout trading, through live examples

A Thread

#trading #investing #finance
1/ Pre-Breakout Talk

We know that stocks do not move up/down in a straight line. They often pause to regain energy before resuming for a next strong move. During this phase many buyers and sellers exchange hands.
The price often squeezes in a range with declining volatility and low trading volumes
Read 59 tweets
Q&A Insights: Gaurav Jogani with @AXIS_Capital asked if the company took any price increase beyond the price increase announced in Dec. VS Ganesh CEO replied that the company didn’t have any further price increase other than the one it had in Dec.
Q&A Insights: Gaurav J of @AXIS_Capital asked that given the raw material stock PAGEIND has, if further price increase will be needed given the higher cotton prices. VS Ganesh CEO said it is closely monitoring the situation. If there is a need, PAGEIND will be touching the prices
Read 8 tweets
MUTHOOTFIN said it expects borrowing costs to go up gradually during FY23. Gold AUM grew by 11% in FY22 and the company expects a growth of 12-15% for FY23.
Q&A Insights: Abhijit Tibrewal of @MotilalOswalLtd asked about weak gold loan demand in core customer segments of 40,000-60,000 ticket size. George Muthoot MD replied that that ticket size has gone up to much higher levels due to economic growth. People now are borrowing more.
Read 10 tweets
KOLTEPATIL said that further from a new business development perspective, the company is focusing on newer micro markets in Pune.
Q&A Insights: Prithvi R of @unificapital asked what kind of price hikes was taken across projects and geographies. Rahul Talele CEO said wherever it got the opportunity of price rise, it has taken it. KOLTEPATIL has hiked price in range of 5-8% in Pune, Mumbai and Bangalore areas
Read 8 tweets
Q&A Insights: Anubhav A of @CreditSuisse asked about Brazil market, how much the 5 launches the company did in 4Q22 contributed as a percentage of sales. Sanjay Gupta ED said it showed a growth of about 21% and roughly about 13-14% of that is the contribution from new launches.
Q&A Insights: Anubhav A of @CreditSuisse asked how Brazil sales growth is expected in FY23. Sanjay Gupta ED replied that Brazilian GDP growth was about 4-4.5% and next year forecast is less than 1%. So assuming market grows at 8-10%, the company should be well above that.
Read 10 tweets
INDIGO said it swung from a profitable 3Q22 to a loss-making 4Q22 because of about 15% higher fuel prices and on 11% lower capacity due to Omicron and a lower RASK of 2.9%.
In 1Q23, INDIGO expects the capacity to rebound at almost 2.5 times the capacity deployed in 1Q22.
Read 11 tweets
1/ This past weekend was the 12-year anniversary of Bitcoin Pizza Day, which marked the first time that Bitcoin was exchanged for physical goods.

But what exactly happened on that date 12 years ago? And how did the transaction take place?

Time for a thread 🧵 👇
2/ On May 22, 2010, Bitcoin enthusiast Laszlo Hanyecz posted online a receipt of the first documented purchase of goods in Bitcoin: two pizzas for 10,000 Bitcoin, the equivalent of US$41 at the time.

But 12 years later, those 10,000 Bitcoins are worth over $304 million!
3/ His original message said: Image
Read 11 tweets
Q&A Insights: Rohit Ohri of @progressiveshar asked about any growth capex plan related to property at Bangladesh. Vikash President said that due to COVID in last 2, 3 years, it was unable to take off, but RUPA is hopeful it will be able to start some business activity in FY22.
Q&A Insights: Rohit Ohri from @progressiveshar also asked about the turnover expectation from the Bangladesh property. Vikash Agarwal President answered that it’s difficult to comment but anywhere between INR50-100 crores is quite achievable. RUPA is looking for some partners.
Read 10 tweets
SAIL said it clocked its best ever production and sales during FY22. The sales have been the highest ever at 16.15 million tonnes as compared to 14.94 million tonnes in FY21. For the first time in history of SAIL, the company crossed revenues from operation of INR1 lakh crores.
Q&A Insights: Amit Dixit of @EdelweissFin asked about coking coal cost in 4Q22 in dollar terms and how it’s expected to change in 1Q23. Anil Tulsiani ED said it is likely to go up substantially. In Q4 it was in range of INR28,000-29,000 and it is expected to be up 10-12% in 1Q23.
Read 10 tweets
Q&A Insights: Chirag Shah of @CLSAInsights asked what proportion of incremental customer acquisition is organic. Akshant Goyal CFO replied that more than 50% of new users every quarter are still organic, which means CAC is lower vs. standalone food delivery players.
Q&A Insights: Chirag Shah of @CLSAInsights enquired that as ZOMATO looks for adding adjacencies to its core food delivery business, what are the thoughts on the super app structure. Deepinder Goyal MD answered that ZOMATO haven't seen the super app work in India so far.
Read 10 tweets
LALPATHLAB said it saw significant shift towards direct-to-home business, with home collections now contributing nearly 12%, which used to be in the range of 5-6% during pre-COVID days. Also the company saw bundled packages continuing to rise.
Q&A Insights: Prakash Kapadia of Anived asked why the growth was lower in organic non-COVID revenue that was only up 4% in 4Q YonY. Arvind Lal EC said that in month of Jan. non-COVID was fairly low, mainly due to Omicron wave, however, the company exited on a good note in 4Q.
Read 9 tweets
In the first world, you can do a lot with this kind of degree.
Many political science graduates can find work as a journalist/editor/ reporter with the newspapers, or work as a consultant with the electronic and social media groups,
or as a social-cultural and /or political experts with the advertising firms, or get work at some media campaign advisory and publicity firm!
Read 13 tweets
Record Numbers of Americans Dying of Overdoses. Instead of Justice, We Get Theater👨‍⚖️

"Whole thing is kabuki theater, It ought to be about money" said Ausness. "About who pays what & instead they want to make Sacklers listen to people complain about them"
newsweek.com/record-numbers…
Guggenheim joined several other museums last week w/an announcement they are removing the Sackler nameplate from their arts center,

Once again victims are being offered busy work as though it were meaningful reform.
#opioids #medtwitter #sacklers #HarmReduction @praddenkeefe
We are in the midst of the opioid crisis, an addiction & overdose crisis fed by the ubiquity of illicit & deadly fentanyl in the black market,

over 108k people died from an opioid overdose in 2021,
npr.org/sections/healt… #opioids #addiction #news #twitter #CrimesAgainstHumanity
Read 27 tweets
1/ Ever wonder how the invention of coinage gave rise to two of humanity's biggest vices?

Time for a thread! 🧵👇
2/ Based on texts from the Greek writer Herodotus, it is now commonly accepted that the Lydians, who ruled over a vast kingdom located in what is today western Turkey, minted the first coins sometime around 630 BC.
3/ Many of the most innovative concepts in today's digital assets space - like fractionalization and tokenization - were actually introduced by the Lydians, who would mint their coins in various weights.
Read 12 tweets

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