Discover and read the best of Twitter Threads about #itc

Most recents (24)

Someone asked me :

Why am I still bullish on ITC ?

You have made money , shouldn’t you just cash out ?

Also it’s too BIG now , can you get the same returns that you got in last 3 yrs ?

Good Questions 😎Let’s Deepdive.🧵

#ITC in 2023 #PF2

No Recommendation . Biased .
*Dividend Aristocrat*

The DIVIDEND Investor in me loves the Dividend it pays . At 80-85% Payout Ratio, we know the Future Dividend will continue to get Bigger .

I have goals set for PASSIVE INCOME > ACTIVE INCOME . 🎯

ITC sits very well for that Target
*Value Unlock*

This MEGA Group is holding onto many CHAMPION brands and it’s a matter of TIME - When VALUE UNLOCK will Begin .

My bets : ITC HOTELS & then ITC INFOTECH .🎯

Valuations will get Re-Rated post that ⚡️
Read 12 tweets
1/15 📢 BREAKING: The Calcutta High Court just issued a landmark judgment impacting GST claimants nationwide. Case: Gargo Traders v. State Tax, West Bengal. Judgment delivered on June 12, 2023. #CalcuttaHighCourt #GSTJustice #GargoTraders
2/15 ⚖️ Gargo Traders, a registered taxable person, contested an order that rejected their Input Tax Credit (ITC) claim, a decision that was based on the retrospective cancellation of their supplier's GST registration. #ITC #GST
3/15 🚫 The Tax Department dismissed their ITC claim, alleging that Global Bitumen, Gargo Traders' supplier, was fake and non-existent, leading to the retrospective cancellation of its GST registration. #GlobalBitumen
Read 15 tweets
The Darvas Box Trading Strategy
A Detailed Thread 🔖 + 1 Book Give Away !

Rules For Giveaway :
Follow @JayneshKasliwal
🔄Retweet and
♥️ Like this Tweet
One Lucky Winner will be Selected
#StockMarket #darvasbox Image
About Darvas :
In the late 1950s, Nicolas Darvas was one half of the highest paid dance team in show business.
Darvas turned a $36,000 investment into more than $2.25 million in a three-year period.
It was on a two-year tour of the world that he initially developed his ‘Darvas Box’ method of screening stocks – a method of picking stocks based on the stock’s price and volume .

Read more About his life :…
Read 20 tweets
1/ Why #RahulGandhi, #CONgress ecosystem, Lutiyens & Libtards are against Indian Brands but endorse all foreign brands & their #toolkits to build opinion, from #ShaheenBagh to #FarmersAgitation to #BBC to #Adani?
2/Do you know #CocaCola entered India in the 1980s, taking over 11 other Indian soft drink brands, while #Pepsi took over others.
#Amazon hasn't left out any city nor BlueDart, DHL & FedEx.
3/ #Chinese & #Korean mobiles dominate India.
#Nestlé, #Maggi, #ITC, #HUL, #Pepsi etc entered the #FarmSector!
In 4-wheeler industry, #Suzuki, #MG, #Hyundai etc. #Honda dominates the two-wheeler industry,
Read 6 tweets
What pre-tax returns, ITC stockholders of each holding timeframe are making (ex-dividend) - A thread 🧵
1. 15 yr holding period (12.8%)

#ITC Image
2. 10 yr holding period (6.9%) Image
3. 5 yr holding period (10.2%) Image
Read 9 tweets
WILL #ITC Hive off the Non-Tobacco FMCG ?
During Q4 & FY23, Operating PAT Growth delivered by #ITCs non-tobacco #FMCG business has been No1 amongst Peers.
Revenue (+19% YoY) but EBITDA (+76% YoY) & margins a respectable 13.3%
Will Investors Attach Super High PE to Non-Tobac FMCH biz ?
I was looking at DABUR, its Consold Op Profit and PAT declined in FY23 vs FY22... its 3 yr CAGR is just 6% (that's way lower than inflation). Its Fwd PE and EV/EBITDA is 47 & 34 respectively ( ImageImage
Now lets look at ITC Non-Tobacco FMCG business. Q4 Segment EBITDA up 76% YoY against Q4 Segment Revenue up 19.4% YoY Image
Read 4 tweets
As a business owner, it's important to understand the process of claiming Input Tax Credit (ITC) in Indian GST.

Here's a step-by-step guide to help you claim ITC correctly and in compliance with the latest laws. 🧵👇
1/ Maintaining accurate records is key to claiming ITC. Ensure that all invoices and receipts are properly filed and organized. Any discrepancy in the details provided can lead to rejection of ITC.
2/ Check if the supplier has filed their GSTR-1 and GSTR-3B returns correctly. This is important because if the supplier has not filed the returns properly, the ITC claimed by you will not be allowed.
Read 10 tweets
@shyamsek The ithought Way - Our Investment Philosophy

#TruBluPMS #theITHOUGHTway #ithought #investing
@shyamsek The #TruBluPMS Portfolio - Capturing Mega-Trends!
Read 22 tweets
Sharing my views on all #adanigroup stocks

In this video interview


#adanienterprises volatility has played out. Invest for decent upside
#adaniports deep value stock. Growth is linked to India’s #eximtrade ambitions.
Adani ports controls 33% market share of current merchandise trade of $400 Bn.
If you believe that India can scale exports to $1 trillion then this is the stock to buy.
#adaniwilmar is a better play in food supply chain compared to #ITC and other aspirants. Huge runway of growth as India moves from loose commodity to packaged foods.
Read 4 tweets
This is an interesting perspective on the #AdaniSyndrome Don't miss.

#cocacola entered India, taking over 11 other Indian soft drink brands, the rest being taken over by Pepsi!

No objection! No shouting

#AMAZON hasn't left out any city!

No resistance! No shouting!

Courier services like #BlueDart #DHL & #FEDEX came & brought their planes too. Now the whole business is occupied!

No resistance.. No shouting..

#Chinese & #Korean mobiles dominate India.

No resistance, no noise! No shouting..
#Nestlé #Maggi #ITC #HUL #PEPSI etc entered the farm sector!

No resistance, no noise

In the 4-wheeler industry, #SUZUKI #MG #Hyundai etc.
#Honda dominates the two-wheeler industry,

No resistance, no noise, no shouting..
Read 7 tweets
1/ Here’s all you need to know about the #Budget2023: Finance Minister Nirmala Sitharaman’s final Budget before General Elections 2024

A thread 🧵 #BudgetSession2023
2/ Economy

FM Sitharam lowered the fiscal deficit target to 5.9% in FY25 (vs 6.4% currently). This is positive for the Indian economy as it would strengthen the Govt’s finances and increase private sector investment.
3/ Capex
FM raised capital investment outlay by 33% to Rs 10 lakh cr in FY24, representing 3.3% of the GDP. This is positive for a host of sectors like capital goods, engineering, cement, and metal.
Read 12 tweets
We're breaking #Budget2023 down for you.

Sit back, relax, and have a great read! 👇

Infra gets boost:

- Highest ever capital outlay of Rs. 2.40 lakh crores for Railways

- 50-year interest-free loans to states one more year for infra spends

Agri & Fisheries to benefit:

- Agricultural accelerator fund to promote agri-startups

- 10,000 bio-input resource centres in next 3 yrs to promote natural farming

- 6000 Cr outlay for Animal husbandry, dairy, and fisheries
Read 28 tweets
Time for some fun.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.
#HDFC. The mother of all boring stocks. Soon to be #hdfcbank.
Should do better simply because the expectations have never run so low.
#COALINDIA. No less boring. Much hated. Much bitched on WhatsApp. Everybody loves to abuse." Dividend play that's a widow stock" is what #BAAP Moghuls will call it on TV.
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10
Read 13 tweets
Grab a cup of coffee☕️

Today, we’ll learn one of the simplest valuation models for a publicly traded stock which can also blend in with your financial goals.

I’m talking about the Dividend Discount Model (DDM)

A detailed thread 🧵with HCL Tech as example & bonus giveaway
The Dividend Discount Model (DDM) calculates the fair value of a stock based upon the sum of all future dividends discounted to their present value

Stock Price = D/(r-g)

D = est. next year dividend
r = cost of equity capital
g = growth rate of dividends, in perpetuity

How to simplify the DDM Formula?

“D” – You can use latest FY dividend vs est. of next yr

“r” – You can use 10yr G-sec yield as cost of equity capital or refer to next tweet

• AAA Rated Cos - G-Sec
• AA - G-Sec +1-2%
• A & below - G-Sec + 3-5%

Read 12 tweets
PPFAS agm2022

A thread

*Views are personal. Retweet if you like. Mute if you don't like. ;)

#onefund #ppfas
Neil, talks about value of cash and how fund is absolutely fine holding cash. Had 28% cash almost in 2018.

The returns would be lumpy. Minimum 5 years if not more

Underperformance is guaranteed in short term, so is volatility.

Over long term, the returns are satisfactory
Do you have a process or plan to invest. The fund prefers to follow their own plan. Circle of competence about 500 stocks.

Can't Chase / pick up all opportunity.

I recall, last few years their were question on some Spanish companies like Zara or Chinese companies.
Read 68 tweets
In last 4 Months I have suggested 40 Stocks. Here, I am trying to figure out how much money💸💸 would have become by Investing Rs 1 lakh in each of the 40 stocks.
@StocksTreasures @itsqfa @farirf07 @kuttrapali26 @nakulvibhor @JakeraChoudhury
➡️Recommendation Date of #FMCG Stocks is 3 July
➡️#vbl #ITC #RadicoKhaitan #unitedspirits #ubl #emami #hindustanunilever #nestle #tataconsumer
➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
Read 7 tweets
ITC is releasing its results on 20th Oct 😬

Its top-line is expected to grow by 24.2% YoY🤩

But expected to contract by 8.6% QoQ🥵

What to do🤔❓ Read on 👇 #ITC
1. Expectations are what Analysts' believe, the company will report in its Quarterly results 🔢

The expectations are already factored in the share price 🫣

If results > expectations, share price goes up 🚀

and vice-versa 🔻
2. Motilal Oswal (MOSFL)'s about ITC's results👇:

a. Revenue to go up by 24.2% YoY🚀; -8.6% QoQ🔻

b. EBITDA to go up by 16.5% YoY🚀; -5.1% QoQ🔻

c. PAT to go up by 14.1% YoY🚀; 1.2% QoQ🚀

(Let me know if you wanna understand what these terms mean)
Read 6 tweets
Input Credit Availment Criteria #GSTR3B Return

1) There is appropriate documentary evidence of such supplies on which input credit is availed i.e., Invoice or Debit note

2) Goods or service or both are received on such supplies for which the credit is claimed

3) Credit claimed in the GSTR 3B Return is reflected on your GSTR 2B

4) The supplier of such supplies has paid tax on such credit availed by you

5) The supplier of such supplies has filed the return on such credit availed by you

6) The credit availed is not a Restricted credit as per Sec 38 (Additional condition applicable from 01.10.22)

Read 3 tweets
आयटीसी ऍन्यूअल जनरल मिटिंग - काय महत्वाचे?
आयटीसची ऍन्यूअल जनरल मिटिंग बुधवारी २० जुलै २०२२ ला पार पडली. या मिटिंगमधील काही महत्वाच्या मुद्द्यांचा घेतलेला परामर्श.. 
#म #मराठी #ITC #itcagm
१. कंपनी लवकरच ५ नव्या मॅन्युफॅक्चरिंग फॅसिलिटीज सुरु करणार आहे. यामध्ये ऍग्री, फूड प्रोसेसिंग आणि पॅकेजिंग बिझनेसचा समावेश आहे.

२. आयटीसीने नव्याने लाँच झालेल्या एफएमसीजी बिझनेसेसवर ग्राहकांनी गेल्या वर्षात २४,००० कोटी रुपये खर्च केले आहेत.
#म #मराठी #ITC #itcagm
२०३० पर्यंत ह्या बिझनेसचे पोटेन्शियल ५ लाख कोटींचे असेल असा कंपनीला विश्वास आहे. गेल्या दोन वर्षात आयटीसीच्या या नव्या एफएमसीजी बिझनेसने २५% वाढ नोंदवली आहे. कंपनीचे प्रॉडक्टस ७० हून अधिक वेगवेगळ्या आउट्लेट्समधून विकले जातात. #म #मराठी #ITC #itcagm
Read 9 tweets
Best Buying Levels for all #Nifty50 #Stocks as per Demand Zone:

1️⃣ #ADANIPORTS: ₹562
2️⃣ #ASIANPAINT: ₹2,552
3️⃣ #AXISBANK: ₹620
4️⃣ #BAJAJFINSV: ₹10,445
5️⃣ #BAJAJAUTO: ₹3,280

Save it for later ✅
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket

Best Buying Levels for all #Nifty50 #Stocks as per Demand Zone:

6️⃣ #BAJFINANCE: ₹4,668
7️⃣ #BHARTIARTL: ₹552
8️⃣ #BPCL: ₹255
9️⃣ #BRITANNIA: ₹2,534
🔟 #CIPLA: ₹850

Save it for later ✅
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket #Trader #OI

Best Buying Levels for all #Nifty50 #Stocks as per Demand Zone:

1️⃣ #COALINDIA: ₹163
2️⃣ #DIVISLAB: ₹3,154
3️⃣ #DRREDDY: ₹3,365
4️⃣ #EICHERMOT: ₹2,431
5️⃣ #GRASIM: ₹1,221

Save it for later ✅
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket #BSE

Thread 🧵(3/11)
Read 11 tweets

Can we export #wheat

There is 10~15% #wheat yield loss in Punjab, Haryana, UP & MP, due to weather anomalies; wheat to mustard acreage shift & farmers holding back crop & exports; Seems, Govt procurement target of 44 million tons will fall short by around 10 million tons
#Haryana has set a target of 85 lakh ton #wheat procurement, but in the first 17 days, State mandis have witnessed nearly 20% less wheat arrival compared to last year. #Punjab has a target of 130 lakh ton, but reliable sources say procurement would likely be around 100 lakh tons.
Govt position is that "India's new season #wheat harvest is underway, with this year's production at a record 111.32 million tons-making it the 6'th season in a row that India has produced a surplus. But, it seems nobody factored yield loss of 10~15% i.e. at least 11 million tons
Read 9 tweets
Investing for long term is always projected as a complex task, reading about the nature of company business, balance sheets, Profit and loss statements etc. Is there any easy way to find the best stocks to invest for long term? That's what this thread is all about.
Many recommend companies like #ITC, #HDFC, #Reliance, #AsianPaints etc. Even people outside the stock market know that these are market leaders in their respective category. ITC controls 77% market share of Cigarettes and more than 85% of their revenue comes from Tobacco.
But when we are investing for long term we are looking for time period of 15 to 20 years. Will these stocks continue to be a market leader even after so many years? What if their competitor catch up? In order to find an answer for that, let's consider the below example.
Read 15 tweets
The most important question now on the mind of all analysts and traders. Is this a bear market rally or is this the start of a bull move. Retweeting this as I will need a few tweets to explain my view
Everyone knows the HH-HL or LH-LL as per Dow theory. This can be a bit confusing on how one marks the Highs and Lows. Long back, I picked up this trick from one of the neo-Dow theorists on what to do in scenarios like this
Simply plot a 5 period exponential moving average on a different panel. A 5-EMA simply shows you a running weekly perspective and kind of smoothens the price where a single spike high/low is not of that much importance
Read 9 tweets

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