Discover and read the best of Twitter Threads about #stockstowatch

Most recents (24)

Consolidated financial data
Large deal signings- $7.13 bn
Digital CC growth - 31.3%
CC Growth - 6.6% yoy
Operating margin - 25.4%
Increase in EPS - 16.5% in Rupee terms

Q3 fy20 / Q3fy21 in $ mn
Digital - 1761/1318
Core - 1755/ 3243
Revenue in % Q3 fy21/fy20
Financial 33.1 /31.5
Hi tech 8.2/ 7.6
Life sciences 7.1 /6.7

By client geography
USA 61.6 /61.3
Europe 24 /24.4
ROW 11.8/11.5
India 2.6/2.8

Number of clients added -139
Number of mn $ clients
1mn $ - 761
10 mn $ 246
50mn $ 60
100 mn $ 29
Voluntary attrition down from 15.8% in Q3fy20 to 10% in Q3fy21

FCF in crs
Q3fy20 - 4759
Q3fy21 - 5683

Q3 revenue up yoy by 8.4% in $ ,up 6.6% in constant currency
Digital revenues cross 50% of total revenue
Q3 margin 25.4% ,yoy up 350 bps
Opg margin 24.5%
Read 5 tweets
$ROKU crushed👊2020 and has been flying high✈️ in 2021.

1) Here's a quick look under the hood:
#Investing #stocks #StocksToWatch #stockpicks2021
2) Basics:
➡️Listing: NASDAQ
➡️Segment: TV streaming platform and hardware provider
➡️Mkt Cap: $50.7B
3) Elevator 🛗 Pitch: ‘Roku has won the streaming war, now the leading TV streaming platform in the US. Roku allows you to watch paid & free content such as Netflix, Amazon, Hulu, YouTube, etc. All Roku devices & TV need is an internet connection to get going’
Read 21 tweets
#MCPro: Saudi Arabia’s voluntary production cut may temporarily stabilise oil prices, but the cracks in OPEC+ seem to have deepened.

#OilPrice #SaudiArabia #OilPrices…
#MCPro: The sparkle is back on Titan. Its business update for the Dec 2020 quarter has come ahead of Street expectations.

#Titan #Business #DStreet…
#MCPro: The @WorldBank’s estimate of India’s real GDP growth in 2020-21 is much worse than the @RBI. Why is it so cautious?

#WorldBanks #RBI #Economy…
Read 6 tweets
Mkt leader telecom tower space in India, 95801 towers ~16% industry ,post merger 1,70,000 towers ,29% mkt share
Rev up 5.4% QoQ 37 bn,Rental up 3.4% QoQ 23.3 bn post rise in tenancy rates ,tenancy addition, energy rev up 9% 13.8 bn ,Ebidta margin down 130bps
PAT up 4% 7.3 bn
Net tenancy up 2116 vs decrease 365 in Q1 to 176332
5g infra rollout require dense network, however 5g more asset light, faster rollout,increase profitability
WFH ,Digitization,increased data consumption will sustain growth going fwd
@airtelindia @reliancejio
Tenancy addition 2116 location is highest past 13 quarters
Post merger shareholding- Airtel 36.7 ,VIL 28.2 ,Providence 3.25 ,remaining public
Energy Ebidta loss due to operator shift from fixed energy to pass through model
Tenancy addtn to remain steady post Agr case
Read 7 tweets
CTFN's #ICYMI weekend edition: #Merger and deal activity are expected to be robust in 2021, and regulator scrutiny is expected to be rigorous.

(thread) #antitrust #investming #stocks
In the meantime, key changes will occur under the new #Biden administration at the U.S. Federal Trade Commission that is anticipated to weigh heavily on big pharma deals, @dalter28 wrote

#FTC #antitrust #MnA
Further for one big pharma deal, Surani Fernando wrote that while @AstraZeneca's $39 billion bid for @AlexionPharma has drawn a number of critics, a strategic build-out of immunology may prove an important rationale for the deal

#mergers #healthcare $ALXN $AZN
Read 9 tweets
#amberenterprises Q2fy21 concall transcript

Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
GOI banned import of refrigerant fill ACs, approx 30% of fully built RACs were imported mkt size 4000 crs , atmanirbhar bharat initiative,oppurtunity for domestic RAC players
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
#amberenterprises completed QIP 400 cr in Q2fy21, money used for debt repayment,capex,WC ,acquire additional 20% stake in Sidwal,company ready to grab mkt share in RAC
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
Read 16 tweets
@subex concall transcript Q2fy21

Revenue 933 vs 857 mn yoy, growth 9%
Ebidta up 23%, 254 vs 207 mn yoy
PAT 123 vs 63 mn yoy
Capital reduction exercise complete, shares relisted with FV 5
Project delivery delays due to challenges of remote working
#subex #telecom #IOT #nifty
Business front,telcos in Africa,EU tightening their purses,however longterm investment & exploration in 5G,Iot progressing well
IoT security side resumption of business talks stuck post March
Focus on Digital trust,Suresh Chintada new CTO
Digital trust lab to look at new tech like post quantum cryptography, homomorphic encryption, Blockchain

Tech mahindra deal to cooperate in Blockchain,to cover used spaces around digital trust area with our blocking solutions around their platform
Read 14 tweets


@dmuthuk @RBI @FinKrypt @Rishikesh_ADX @DividendGrowth Image
The banking sector, in India, has been under stress for several years now.

Both the NBFCs and banking institutions (predominantly, public sector banks) have seen substantial deterioration in their asset quality.

#banknifty #nifty50 #nifty #NASDAQ #writerslife #writing
Over the past two years, we have seen many well-known names within these sectors.

The latest in the series being is the 93-year old #LakshmiVilasBank

#StockMarket #stockstowatch #sharemarket #Zomato
Read 12 tweets
Weekly Financial Recap (Part 1)

~@PaytmBank launches Credit Card 💳
~🔬 @intel sells Nand to SK Hynix
~@PayPal launches Trading in @Bitcoin 💹
~Jio launches web browser (@JioBrowser)🌐
~Adidas to sell @Reebok 👟

@dmuthuk @FinKrypt @FI_InvestIndia #StockMarket #scamdemic2020
~Jio & Qualcomm start trials for 5G.📱
~@altbalaji acquires 17.5% stake in Tring📺
~GoodGamer Raises $2.5 million 💰
~Micromax Launches new mobiles📱
~Signzy raises $ 5.4 million 💰

@VidyaG88 @trdessai @FinMedium @ipo_mantra @latha_venkatesh #Scam1992 #market #Investment #jio
Read 10 tweets
SELL #RELIANCE below 2145 & Sell more below 2000!
T1-2000, T2-1798, T3-1622

I hope i am wrong!🤞
1) This run-up is over extended, either recent high needs to further break on upside soon, else all the move will do a good retracement!
(1/n) Image
2) Trendline support on Daily chart touched, tested, not sustained & broken downside!
(2/n) Image
Read 9 tweets
#SeQuentScientific AR notes: A brief thread
- Transitioning from Lift-off phase to Cruise phase.
- Revenue: APIs (35%) and Formulations (65%). Formulations have higher margins than API.
- Vizag site- only USFDA authorised site in India for vet APIs
- Among ‘Top 3’ USFDA Veterinary Master File (VMF) filers with 18 filings in 3 years.
- Has sole filing for 6 molecules. For 6 other filings, there are < 3 competitors; #moat
Company manufactures APIs for top 4 global players; is intending to be the one stop shop for all their needs. thereby targeting higher wallet share.
Read 5 tweets
#CIGNITITEC Global leader in independent quality engineering & software testing co.

Fastest growing Indian co. In UK

Presence in 21 countries

50+ clients from fortune 500 co.

#StockMarket #stock #nifty #investment #stockstowatch Image
Major portion of revenue comes from travel & hospitality, banking, healthcare, Ecommerce

Sales growth is consistent, profit too looks good with currently flat due to covid

#StockMarket #stocks #Nifty #investment #stockstowatch
Opportunities are there as world is slowly shifting towards touch free Software demand will be there & it will increase

Threat is major portion comes from travel industry which is badly hit, will take time to recover

Overall fundamentals strong

#StockMarket #Nifty #investment
Read 4 tweets
SELL #BHARTIAIRTEL CMP 525.55, Might be a Go-Goa-Gone case!
T1-454, T2-396

Views negated above 600!
I hope i am wrong!🤞
#BhartiAirtel: 454, Target 1 done
#Bharti #Airtel
Read 3 tweets
16/07/2020 Thursday
#BULLISH #Watchlist #stockstowatch #DayTrading #nsefno

excellent up move in #indigo, MnM
strong pullback in tvsmot and exide
upl and ramco failed
#indigo >4%
#M_M >3%
excellent move in #tvsmotors from DL Image
Read 3 tweets
15/07/2020 wednesday
#BULLISH #Watchlist #stockstowatch #DayTrading #nsefno

jublfood >3% up
rest r flat
jubl >4% up
Read 4 tweets
Introducing the #T20list

This list covers #CNX500 stocks but excludes F&O stocks from the study

stocks at new 20Day highs or lows suggest range #breakout

20Day volume gainers indicate #action

top 20Day % gainers & losers suggests #momentum Image
#Locustsattack could lead to a #bounty for #agrochemical companies

Smaller #cement stocks are gaining interest. Watch out.

#stockstowatch #howtotrade #trading #T20list

My video on how the #T20list can help traders identify #stockstotrade
Read 9 tweets
Cup & Handle #breakout on 30 minute chart for a target of 740-760!
#Stockstowatch #LineChart Image
🎯 #ESCORTS Target 1 of 740 Hit in 1 day!
🎯Hit #Target 2 of 760 within few minutes!
All Shortterm targets hit in 1 #trading day!

#Escorts, If sustains above 740 for 1 week, We may see a 900 soon!
Read 3 tweets
1/n - Firstly, an apology. I should've been quicker to realise what was happening. The penny dropped yesterday when I looked at prices of physical gold and silver. They haven't been smashed. Not only that, but demand has sky-rocketed and suppliers can't keep up. The gap...
...between the quoted paper price and the actual metal is widening. Rather than me explain what's going on, I beg you to read this I have followed 'Plunger' for years, and I highly value his work. He nailed this 100%. In summary...
...avoid the paper ETFs. Invest in physical gold/silver or quality 'investment-grade' producers. Thanks to the recent manipulation they will be available at enormous discount. That will change though. They will be making handsome profits with the metals at these levels...
Read 5 tweets
#Budget2020 #sensex
Three themes of budget:

1) Aspirational Indian
2) Economic Development
3) Developing a Caring society
Not only trains, Krishi Udaan by ministry of civil aviation for logistics of perishable items
#budget2020 #budget #nbfc #cooperatives
Target for agriculture credit 15 lakh crores.
Read 69 tweets
so much buzz for NH

trading at all time high

-> Booked profit in long in opening, now have short position with strict stop after so much hype in news about it and price making lower high lower low.
-> lets see, not recommendation

#stockstowatch #stockmarkets Image
my target on downside for today is 365

now trailing stop loss is 383
took my trailing stop and reversed again

no worries, only price action matters
Read 3 tweets
Polycab CMP 1029
👉 Leader in the Wire & Cable Industry
👉 Domestic Mkt share ~12%
👉 Revenue (W&C 89%, FMEG 7%, EPC & Othr 4%)
👉 In the early stage of transition from a commodity cable manufacturer to a branded consumer durable player

#stockstowatch Image
𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻
👉 Consistent track record & has delivered a topline growth of >15% in last 4 yrs
👉 Earning growth has outpaced the topline due to richer product mix & an expansion in operating margins
👉 ROC has improved: 16% (FY16) 28% (FY19)
👉 Enjoys a cash-rich B/S & remains well positioned to navigate the cyclical downturn
👉 Strong distribution network (3300+ authorized dealers, ~30 warehouses) to cater >1lakh retail outlets
👉 High degree of backward integration helps to reduce RM price volatility

#polycab Image
Read 11 tweets
Mishra Dhatu Nigam CMP 150
👉 Engaged in Mfg., development & supply of critical alloys
👉 Only manufacturer of titanium alloys in India
👉 Strategic material partner to the Indian defence, space & power sectors
👉 Robust Financial performance
👉 Strong 💪 Order Book
👉Growth driving expansion strategies. The commercial production of Vehicle & Personnel Armouring products at company's plant at Rohtak is likely to commence by the end of FY20

👉 Successfully completed 1st commercial Bullet Proof Vehicles to the CAPF in Mar'19

👉MDNL entered into a JV with NALCO to establish an Aluminium Alloy Mfg. Plant in AP under "Make in India" approach of GOI

👉The company's Mfg. facility of Helical Compression Springs is being set up at the existing plant located in Hyderabad

Read 4 tweets
Did a 11 years #dataanalysis to find out what are some of the well known brands that has gone for #IPO and what would have been the returns if we have bought them on listing day instead of IPO, and hold onto it for a month. #IRCTC #ipoinvestment #investment #nifty #stockstowatch Image
And here's the list of IPOs and its monthly returns sorted based on recent listing period. #INDIGO #DMART #RBLBANK #INDIAMART #PNB #CDSL #THYROCARE Image
The detailed article can be accessed from this link…
Read 3 tweets
- Pharma MNCs riding on innovation & operating in niche therapies (less competition), focus on few brand & enjoy premium pricing, 100% focus on India market.
- Indian cos; struggle with regulatory hurdles (US FDA), 70% revenue from overseas biz, currency & geopolitical risks. Image
Indian pharma companies are facing a lot of compliance issues. If current situation continues, they might not get approval of pending products which ultimately impact on topline of these companies

@caniravkaria @_N_U_P_K_Y
Pfizer Q2 sales 567crs vs 519 crs, net profits up 60% at 154 crs vs 96

As mentioned, Pharma MNCs are exceedingly doing well compared to Indian pharma players!!

Read 10 tweets

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