Discover and read the best of Twitter Threads about #reliance

Most recents (24)

#Nifty at all time high & investors are in dilemma whether to buy the Stocks or not.
The fear factor is if I buy at current levels & if markets fall,then the capital would be blocked in losses & will lose Bank FD interest also!
Here’s is a solution.
A 🧵Thread
For Learning!
Assume u have 6.5lacs & wish to Buy #Reliance but it’s trading at 2722.U find it costlier & wait for the stock to come down to 2600.
It’s a good approach but while u wait for ur desired 127 pts fall in this stock;
Here we go.
One may SELL PE of 2600 Strike(Jan Series) of Reliance which is quoting at 29.
Margin Required is 95000.
Qty is 250.
You have sold 2600 Strike PE at 29.
So, most imp is to understand it’s Break-even.
Let me explain ( for learning Purposes only)
Read 9 tweets
Why we liked Amara Raja Batteries but never recommended it?

✅ India's 2nd largest mfg. of lead-acid batteries, mostly used in vehicles; but...

❌ No usage in electric 2w & 3w and rising env. concerns regarding lead batteries

More reasons in this thread ⤵️
✅ With $1Bn capex, expanding to Li-ion batteries that are preferred for EVs

❌ Li-ion batteries require much more techno-chemical expertise and new ways of mfg., unclear if Amara can imbibe

#ElectricVehicles #vehicles
❌ Li-ion batteries amount to > 50% of the cost of EVs, so auto cos. may produce it in-house (Tata, M&M, Ola already exploring)

Read 8 tweets
#MustRead #NIFTY #CostOfCapital
How Does #Rising #InterestRates/ #CostOfCapital/#DiscountingRate Impact Stock #Valuations. A STUDY of large Cap INDIAN Stocks
A long THEAD, pls stay with me...Exercise Shows a #StockWise Impact of Higher Discounting Rates & Implied Long Term Growth
Exercise based on Div Discounting Model (DDM) for Current GSEC vs 8.5% GSEC (Every Justification for it to be 9%).
Starting with #Reliance
Tab 1: Stk px implies 14% CAGR LT Growth (8yr + 8yr) @ 7.45% GSEC
Tab 2: Same Growth (14% CAGR) @ 8.55% GSEC
=>18% Lower Fair Value(Rs2062)
Higher Global Interest Rates to counter Inflation => lower Growth. Past 11yrs, High Growth & Low Interest Rate Environment, RIL growth: Revenues ($ linked) at 9.2% CAGR & EPS at 9% CAGR over FY11-22... So Assuming EPS growth @ 14% CAGR in prev tweet is AGGRESSIVE
Read 9 tweets
1/n रिलायंस इंडस्ट्रीज लिमिटेड (आरआईएल) की 45वीं वार्षिक आम सभा (AGM) के मुख्य बिंदु
2/n रिलायंस इंडस्ट्रीज लिमिटेड के चेयरमैन एवं प्रबंध निदेशक श्री मुकेश अंबानी ने कंपनी की 45वीं वार्षिक आम सभा (AGM) में सभी शेयरधारकों का स्वागत किया
3/n मुझे, हमारी व्यक्तिगत बातचीत और हमारा गर्मजोशी से मिलना याद आता है। मुझे पूरी उम्मीद है कि अगले साल हम एक हाइब्रिड मोड पर मिलेंगे, जो भौतिक और डिजिटल दोनों तरीकों का एक संयोजन होगा: मुकेश अंबानी
Read 73 tweets
1/n 45th Annual General Meeting (Post-IPO) of Reliance Industries Limited (RIL) begins…
2/n Shri Mukesh Ambani, Chairman and Managing Director, Reliance Industries Limited, welcomes all the shareholders to the company’s 45th Annual General Meeting
3/n I miss the warmth and bonhomie of our personal interactions. I sincerely hope that next year, we will be able to switch to a hybrid mode, which will combine the best of both physical and digital modes: Mukesh Ambani
Read 80 tweets
10 Trade Ideas for August 2022 🧵🧵

Started this new Monthly Thread

Re-Tweet and like for Max Reach 🙏

#investing #stocks
1) #AmbujaCement

- Looks prime setup for pump in short term
- 400+ expected in short term

Disc - Invested
2) #YesBank

As already posted above 15 Yes Bank can pump well in short term.

Price action may change completely.

Chart will be posted in telegram

Read 12 tweets
2 Scenarios likely.
In ST, both point towards a min. rise to 50DSma, 16200-250
c = a = 16255
2 Scenarios likely.
In ST, both point towards a min. rise to 50DSma, 34450
c = a = 34915
2 Scenarios likely.
In ST, both point towards a min. rise to 50DSma, 2615

50% - 61.8% #retracement of last fall from 2817 to 2365 @ 2591-2645
Read 5 tweets
Yesterday, most of the Oil Explorer and Producing Companies Like #Reliance, #Ongc, #MRPL were down by 10%.

There were multiple reasons for this. So let's discuss each reason one by one.

Before going ahead, Like and Retweet this tweet for wider reach.
First Reason:

#Government imposed taxes on the export of petrol, diesel, and jet fuel shipped overseas by Indian firms.
A tax of ₹6/L on exports of petrol and aviation turbine fuel and ₹13/L on exports of diesel will be levied.
The step is aimed at meeting the demand of the domestic market.

The taxes on exports come after oil refiners, particularly from the private sector, attracted huge gains from exporting fuel to markets such as Europe and the US amid a surge in international oil prices.
Read 8 tweets
Why Mukesh Ambani is dividing the Reliance empire again?

A thread 🧵 - 1/16

#Reliance #MukeshAmbani #jio #RelianceRetail
It took Dhirubhai Ambani and the Ambani family 40 years to make Reliance the biggest private company in India. Just 1 year after his death, the biggest business in India was divided among the next generation of the Ambani family.

Dhirubhai Ambani did not leave behind a will and proper succession plan for Reliance. It was probably an error of Dhirubhai which led to this division.

Read 16 tweets
#RelianceIndustries down 8%, ONGC down 12%

Here’s why 👇
Reliance and ONGC have faced a bloodbath since morning with their share prices taking a huge fall 📉

And it’s all because of one of their main products: Oil 🛢️
#Reliance saw a fall in their share price because the government imposed an export duty of ₹6 per litre on petrol & aviation fuel and ₹13 per litre on diesel 💸

This is so that the government can benefit from the rising exports 💰
Read 6 tweets
#Reliance - Biggest Heavyweight of the market.. Tanking today.. What happened.. Shall we find out ?
🧵 Image
(1/n) Govt today announced an increase in taxes on the export of petrol, diesel, and aviation turbine fuel (ATF).
It introduced 6/L tax on petrol exports, 13/L on diesel exports. This will dent Reliance profits, of which the Oil refining business was roughly 40% in Q4.
(2/n) The government has also announced taxes on windfall gains made by crude oil producers.
Read 9 tweets
Akash Ambani appointed chairman as #MukeshAmbani steps down 🪜

Planned succession move or impulsive decision?

A thread🧵
Akash Ambani has been appointed as the chairman of the board at #RelianceJio, following the resignation of Mukesh Ambani, signalling a transition in leadership 🫡

According to report, Isha Ambani is also set to become the chairman of the #Reliance conglomerate’s retail unit 🛒
Succession plan?

Mukesh Ambani has studied the ways in which billionaire families pass on the baton to the next generation 🔑

He is finally taking the steps necessary to bring new and fresh perspectives into India’s largest conglomerate 🇮🇳
Read 7 tweets
Retailers are on expansion mode

~16.7 mn space addtion expected in FY21-24E vs. ~8 mn added in FY18-21 (~2x)

Dmart, Trent, ABFRL to double their retail space additions in next 3 yrs as comapred to last 3 yrs

#dmart #relianceretail #vmart #abfrl #trent #tcns
Revenue recovery rate surpasses pre-Covid levels from Q3FY22 onwards
Read 4 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
A thread🧵 on Why gross refining margins (GRM) are at multi year high & what it means for refining stocks

"Exxon made more money than God this year," said Biden

GRM is difference between value of crude based products & value of crude oil.

GRM trends
Q1FY23 GRM (in average basis)- $23
Q4FY22 GRM - $8.1
Q3FY22 GRM - $6.1
Q2FY22 GRM - $3.7
Q1FY22 GRM - $2
Q4FY21 GRM - $1.2 Image
Why GRMs are multi year high?
- refiners shut several unprofitable facilities after crude turns negative in pandemic
- refining capacity down to 17.2 Mn bpd in Mar-22 bpd from 19 Mn bpd in April-20 while Downstream products demand remain robust, (1st time in 30 yrs).
Read 21 tweets
Must Read #Thread 👇🏻

Few strategic destructions done by #ModiGovt to help two of his Corporate friends

#BSNL was not allowed to bid in for 4G so that Modi ji’s #JIO enjoys a free run

(1/8) Image
#AAI bids for the new airports were rejected with no reason so that Modi’s #Adani takes away all new airports

Note: Adani has no prior #aviation experience

#SBI was pushed to give $ 1 Bullion debt to Modi’s #Adani to purchase #CoalMines in Australia.

Takes money from Indians & makes money by selling it back with huge profits! Wah Modi Wah

Read 9 tweets
Refineries have potential with current situation to outperform index by least 100%. World 've crude oil boiling above 120$ but couldn't hv enough refining capacity to convert this crude oil into useful products like jet fuel, petrol & Diesel.

Thread - 1/6 🔽
As demand picking up suddenly post COVID, global refineries couldn't able to meet demand by Airlines & other domestic demand. Result to this last week American President given order to open closed oil refineries to meet demand.

Thread - 2/6🔽
Similar situation arising in African Continent also, where shortage of oil refineries shot up fuel prices. Due to this situation GRM (Gross Refining Margin) shot up like wild bull to all time high of 30.15$ BBL on Singapore exchange.

Thread - 3/6🔽
Read 7 tweets
Did you know that the US currently has $1.75 Trillion of Student Loan Debt!!

That is like ₹13,42,49,50,00,00,000.02 or simply put around ₹1.3 crore crores.
#studentloans #StudentDebtCrisis
This figure beats the GDP of Canada and would rank 10th in the world if compared in terms of the GDP size of different nations. This figure is significant because it accounts for 64% of our country's GDP!!
Coming to India, our country presently has a Student Loan Debt of ₹84,965 crores, or we can say around $11.08 Billion.

Compared to other countries, this seems very less. But it is indeed one prominent subject to ponder upon!
Read 20 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
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%
Read 23 tweets
Telecom companies in India earn the lowest per user📱

🇮🇳 India $1.9
🇮🇩 Indonesia $2.8
🇨🇳 China $6.8
🇹🇭 Thailand $6.9
🇲🇾 Malaysia $13.9
🇸🇬 Singapore $17.0
🇺🇸 USA $36.7
🇨🇦 Canada $42.7

Why is this so?⤵️
It is because the cost of internet, data and calling services in India is very low since the arrival of

It also means that in the coming years Telecom companies may increase this revenue 🚀

#Airtel #vodafoneidea #Jio
➡️To get the maximum benefit of this growth, find the best pick among telecom sector on…

Read 3 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
US markets have given a break-down from Head & Shoulders pattern

Most of the Indian sectors too look vulnerable

THREAD: Technical Analysis for US market & 10 Indian sectors🧵

Collaborated with @AdityaTodmal
Starting with the mother market

1. #DJIA : BD of H&S pattern

• Weekly: M pattern under formation, no BD yet

• Daily : Descending triangle BD
Read 22 tweets
Many people want to jump in to trading. Post 2021 was one kind of a market where #BuyTheDip was the basic theme of the market. That for sure is not working now when markets are tanking.

That is why in absolute basic, "Understanding Price Action" is must for traders. A Thread...
Price Action Trading is representation of Price in the forms of charts taking in values - Open, High, Low, Close referred to as OHLC Values in Candle or Bar Form. To gauge whether the price is going up or down, we plot the price wrt to time on x--y axis. For eg. #Reliance + Image
This chart tells you what the market is doing and not what you think it should do. Second, you need to understand the time frame on which you are trading. For the simplicity, I will refer to 1 day charts. But traders use charts from 1minute, 5m, 15m, 30m, 1 hour to 4hr...+
Read 17 tweets
The next big thing to watchout in #Reliance is its foraying into financial services

Let's deep dive into it 🧵🧵

#relianceretail #jio #Reliancejio #MukeshAmbani #investing
Reliance has multiple financial services entity but most notable are :

Jio Payments Banks
Reliance Retail Finance
Jio Information Solutions
Jio payments bank can be used to convert into Small Finance Bank which can be further used for lending business…
Read 11 tweets

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