Discover and read the best of Twitter Threads about #q4fy21

Most recents (6)

Premier Polyfilm (#PremierPoly) - Bought now @ 64

Chart pattern - 3.8 yrs long ATH horizontal BO @ 65.60 (weekly closing required for confirmation)

Target - INR 131.20

Time frame - Within 1 year

Stop loss - INR 54.40 (WCB)

#TSGStocks Image
#PremierPoly

Investment Rationale - Good YoY & QoQ result, voluntary delisting not approved by board recently.

Fair Value based on #FY2021 result - INR 88.60

#Q4FY21 result link - bseindia.com/xml-data/corpf…

Voluntary delisting update - bseindia.com/xml-data/corpf… ImageImage
#PremierPolyfilm - Good weekly closing with highest volume since listing observed in the stock this week! Image
Read 3 tweets
Allied Digital (#ADSL) - Bought now between 59.10 to 61.50

Chart pattern - 12.2 yrs long sloping trendline BO @ 59.75 & 5.5 yrs long horizontal BO @ 64.80 (weekly closing required for confirmation)

Rationale - Probable turnaround

Note - Chart pattern exactly similar to #Subex Image
Stock name – Allied Digital Services Ltd. (#ADSL)

Bought today @ average price of INR 59.45

Technical target – INR 120

Time frame – Within 1 year

Stop loss – INR 50.50 (weekly closing basis)

#Q4FY21 result to be declared on 31st May 2021! 🤞

#TSGStocks
#ADSL - Press release dated 04/01/2021 - The 5th edition of The Economic Times ‘Most Promising Business Leaders of Asia’, has recognised Nitin Shah, CMD as the ‘Most Promising Business Leader' in Asia Pacific.

Mai paisa Ghode par nahi...Jockey par lagata hu! - Saif Ali Khan 😝 Image
Read 8 tweets
#TataConsumer Q4FY21 - Thread

#Q4FY21 Revenue: 3037cr, up 26% yoy
Contribution:
India Beverages:1205cr; Rev. growth: 60%; Vol growth: 23%
India Foods: 641cr; 22%; 18%
US Coffee: 313cr; 5%; -2%
Int. Tea: 515cr; 2%; -7%
Foodservice: 47cr; -34%; -18%
Tata Coffee: 280cr; 31%; 31%
Financials:
Revenue:⬆️26%, 3037cr
EBITDA:⬆️1%, 317cr
EBITDA Mar: 10.4%;⬇️260bps
PBT:⬆️6% at 262cr
PBT Mar: 8.6%;⬇️170bps
Cons.PAT:⬆️161% at 74cr; +750bps Margin
EPS:⬆️170bps, at Rs.0.58
Net cash: 2421cr
Dividend: 4.05/share
India business good, Intl biz soft, tea inflation high.
Portfolio:
India
Tata Salt: Largest salt brand
Tata Tea: 2nd Largest tea brand
Himalayan: #1 natural mineral water brand
Tata Sampann: Leading brand in pulses.

International
8oclock: 4th largest R&G coffee brand in USA
Tetley Tea: 4th largest tea brand in UK & largest in Canada.
Read 10 tweets
Quick thread on understanding buybacks.

1) Why is it done:
If a company is cash rich and has no foreseeable deployment opportunity in its own business it can go for big dividends or use that money to buy back its own shares (1/8)
#InfosysBuyback
#InfosysQ4
2) How does buyback help:
When a company purchases its own shares, its outstanding free float in the market reduces. So just assume if a company had 100 shares in the market and it takes back 10 from the market, the available base is now only 90 shares. (2/8)
#investing
#BuyBack
3) How does reduced equity base help:
Suddenly all the key ratios of the company will start looking better. EPS (Earnings/Outstanding shares) will rise as the denominator will decrease. PE (Price/EPS) ratio will look more attractive as the EPS no increases
#EPS #earnings #Q4FY21
Read 8 tweets
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet

See embedded thread for brief history of its turnaround.

#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”

I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018

Cash books are ringing at Subex with good visibility

So watch this space for M&A/BuyBack!!
Read 59 tweets
Thought of developing a bit more on comparisons being made between Route and Tanla

Both are in an undeniably hot sector and therefore attracting lot of attention

One needs to b careful while making any loose comparisons of Tanla & Route

(1/n)
#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front

Will list some of the reasons here below for everyone's consideration.

(2/n)
#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.

(1) Route is a recently listed company post IPO in September 2020...(contd..)

(3/n)
#TanlaPlatform #Tanla #RouteMobile
Read 23 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!