Discover and read the best of Twitter Threads about #tcs

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Alert: 1. long 🧵 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
I have worked with Infosys and other IT companies for 10 years, let me explain why the mess up with tax portal happened and how #TCS attacked #Infosys indirectly through this ₹4200 crore IT portal project in this 🧵
When it comes to handling government projects TCS is the real king, not only in India they run government projects for many countries, TCS have decades of experience and expertise in handling various govt projects successfully.
TCS handles major project like Passport Seva Kendra, India Post and IRCTC. We all know how flawless these portals are. Infosys won the Tax project through a bidding process. The Income Tax portal was previously run by TCS. Once TCS lost its project to Infy, problem started.
Read 8 tweets
A thread of now tech is changing gears in banking & financial domain.

The banking is undergoing a tremendous change with the adoption of the technology. The business that's mainly run by legacy systems is now digitally transforming.
However, there is a catch. There are companies that offer digital transformation solutions to the legacy systems. Companies such as #IntellectDesign

Then there are digitally native banks such as #Kakaobank that's fully digital since inception.
In fact, #kakaobank was build based on "technology to process" approach. While traditional banks struggle with "process to technology".
Read 17 tweets
Real story of American Dollar v/s Indian Rupee
(Very Interesting Thread)

An Advice to all who are worrying about fall of Indian Rupee.

Throughout the country, please stop using cars except for emergency for only seven days (Just 7 days)

1/n
Definitely Dollar rate will come down. This is true.

The value to dollar is given by petrol only. This is called Derivative Trading. America has stopped valuing its Dollar with Gold 70 years ago.

2/n
Americans understood that Petrol is equally valuable as Gold so they made Agreement with all the Middle East countries to sell petrol in Dollars only.

That is why Americans print their Dollar as legal tender for debts.

3/n
Read 20 tweets
How you can filter stocks for Intraday trades - 🧵

As a kid, we would do homework before school the next day - you have to do homework here too. A specific sector performs on a particular day and studying things a day before will help you spot that particular sector. (1/11)
To prepare for the next trading day, you got to check the Index charts of all sectors. You got to keep an eye on a specific Index if you see a few factors:

- If any Index closed exactly at the resistance, you can get a trade on either side on the next day. (2/11)
- If it gave a rejection candle at resistance.

- If any Index closed exactly at support, you can get a trade on either side the following day.

- If there was a bullish signal at the support.

- If any Index gave a breakout or breakdown and then gave a good closing. (3/11)
Read 12 tweets
This was a tricky one.
And as per our herd mentality,the answer is wrong.
Interestingly and inversely, the company is #TCS 🤔.
Let's have a short discussion on #tataconsultancy .
Tata Consultancy Services is the flagship company and a part of Tata group.
#tatasons (1/n)
It is an #IT services, consulting and business solutions organization that has been partnering with many of the world's largest businesses in their transformation journeys for over 50 years. #TCS offers a consulting-led,
#niftyit (2/n)
cognitive powered, integrated portfolio of business, technology and engineering services and solutions.
#TCS
Based on Industry classification, company operates in 5 key verticals i.e. Banking, finance services & insurance #BFSI which accounts for 39% of revenues,
(3/n)
Read 5 tweets
#TCS as promised :)

- Attached Daily Price + Daily RS Chart
- there are other reasons as well apart from just these 2 charts that give me conviction for TCS Long for August series but nonetheless these 2 Charts are enough for those who know how to read Charts ImageImage
3370 is minimum conservative target, playing for 3400 is reasonable. can surprise on upside as above 3400 is blue sky zone !
#NiftyIT index placed at an interesting juncture. even though near channel top, the PA or Candlesticks do not look weak to me

Anyways its best to be Stock Specific irrespective of whether you are bullish or bearish on a sector.

From IT space, I like #TCS and #HCLTECH the best Image
Read 6 tweets
#DIVISLAB #Wealth Creation journey

#IPO at Rs.140/share in 2003

If had got 100 shares (Rs.14000 #investment)
&
10:2 stock split in 2007
1:1 bonus in 2009
1:1 bonus in 2015

Total shares as of today 2000

Value today: 2000 Sh @ Rs. 4823 = 96.4 Lakhs

REAL Power of LT #Investing
@ipo_mantra : A Re-tweet would have been better than a Copy Paste I believe.
Anyways, am glad that the data & information is getting spread and #investors can benefit from the knowledge.
#IPO in good companies with loads of patience is the way to go.
#TCS is another GREAT example of long term #wealth creation. @ipo_mantra
Read 4 tweets
#TCS
#Earnings

Resistance : 3340-50
Crucial level : 3240-3250
Support : 3150-60

Structure : bullish sideways

Highest CE : 3400
Highest PE : 3200
PCR : 0.65 ImageImage
Current IV : 27-28
Normal IV : 22-23

last year where general market IVs were high

IVP doesn't give clarity as last whole year IV was on higher side for whole market.

Before 2020 on results TCS general IV trades near 28-30 zone.

Expected IV crush after numbers 10-15% average. ImageImage
Straddle premium : 165-70 (5%)

TCS never looked very attractive to me from IT pack for VOL crush trades.

Can give quick 15-20 bucks on vol crush.

Avoid selling straddle/strangle naked if you are new into earnings trades.

Iron condor/fly can be good.
Read 4 tweets
Big news this week on economic front has been,inclusion of Healthcare sector under @narendramodi govt's ECLGS scheme,which gives collateral free loans to MSMEs

India reporting $20bn Trade surplus with USA,in goods&$8bn in Services,bodes well too

RBI had 25000Cr auction of GSAP
Excellent move by RBI to refuse to sell securities to PDs or even allow devolution--result was,10yr bond yield that shot up to 6.13% on Thursday,on day of GSAP auction,quickly cooled off to 6.07%,by Friday

Short sellers were trapped by RBI,preventing any hardening of yield curve
Fact that economy is on track, endorsed by solid Q4 results from #HDFCBank,with Profit up 18% at Rs 8186Cr&NII up 12% YoY,at 17120Cr

Deposits up 16%
Advances up 14%;Wholesale Loans up 22%

NIM came at a good 4.2%

GrossNPA down to 1.32% from 1.38% QoQ,while NetNPA steady at 0.4%
Read 6 tweets
Tata kehte hain TCS bada naam karega!

#Tata Sons is one of the biggest #business conglomerates in India and around the world. Its reliance on the IT-specialisation wing, TCS has only increased.

[1/4]
In FY19, TCS’ contribution to Tata’s revenue increased from 70% the year before to 90%. Contribution of non-@TCS companies shrunk by 23%.

#TCS is among the top three most valued #IT brands, but Tata’s reliance on the subsidiary may be risky.

[2/4]
It has been solely responsible for the consolidation of all its digital businesses. Ratan Tata’s decision to not go public with the company may have been another factor for TCS’ operations.

Over one week, TCS lost its top place to @reliancegroup in terms of market cap.

[3/4]
Read 4 tweets
Indian government wants its IT hardware industry to be as globally successful as #TCS, #HCLTech and #Infosys — announces PLI scheme worth ₹7,250 crore

#PLI_ITHardware

businessinsider.in/tech/enterpris…

By @pabsgill Image
@pabsgill The Indian government announced a new production-linked incentive (PLI) scheme for IT hardware today. It includes products like laptops, tablets, all-in-one personal computers (PCs) and servers.

#PLI_ITHardware
@pabsgill “This completes the triangle of electronic manufacturing in India,” said Union Minister Ravi Shankar Prasad during today’s #UnionCabinet briefing.

#PLI_ITHardware
Read 9 tweets
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
Read 17 tweets
@Infosys
#Q3marketupdates
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

Revenues
Q3 fy20 / Q3fy21 in $ mn
Digital - 1761/1318
Core - 1755/ 3243
#stocks
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
#TCS
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%
#Q3marketupdates
Read 5 tweets
Cloud & Digital – Multiple times bigger than Y2K for India…

Covid has accelerated cloud adoption in the world with more and more organization moving to cloud..Healthcare is shifting its data centers to cloud..patient records are getting moved to cloud..EHR software,
ERP software, HR and payroll software.. everyone is coming up wtih cloud enabled version..In next 10 years (and I am conservative here..), everything will be on cloud…Own data centers will be an obsolete concept…

Big pharma is using cloud for drug discovery.
Its both cost effective and much faster…Hospitals are dismantling their data centers and moving to cloud. It removes their non-core administration headache..Small,medium, big every organization is choosing cloud to cut their costs and improve the efficiency..cloud is the future
Read 22 tweets
As @narendramodi ji completes 20 remarkable yrs of being at the helm,it is time to re-plug my book #TruthandDare,which captures everything--from the #Gujarat model of development,which saw 15% growth in 2005-06,to new age #Modinomics,which has lifted over 75mn people from poverty
Price of #NaturalGas will be determined by market forces,to increase affordability👇

It will debottleneck E&P sector& make e-bidding,competitive &transparent

Will reduce demand-supply anomalies&imports

Bridge Trade deficit in Oil&gas

#CabinetDecisions by @narendramodi govt💪
Another decision by @narendramodi gov is the approval for 16.6km Kolkata East West rail corridor,that will connect Howrah on West Bank of Hoogly river,with Salt Lake City on East bank

Total project cost,8575Cr;will boost mass transit system&be ready by Dec2021
#CabinetDecisions
Read 8 tweets
Weekly NIFTY50 analysis thread.
September Week4.

All posts are for educational purposes.
1
#nifty50
#PriceAction
#ADANIENT
Adani enterprises
Read 53 tweets
Stocks for 11/09/20 Intraday

#ZEEL
#SUNPHARMA
#M&M
#UPL
#AUROPHARMA
#TCS
#HINDUNILVR
#INDIGO
#McDOWELL_N

Based on NR7, Volume and Volatility concepts
Results of the Day : 3/9 stocks gave tradeable moves

1/3 : #TCS : PROFIT : +2R

After suffering a loss as posted in the morning, it again gave a good entry. Closed it for 2R as I didn't want to hold it anymore Image
2/3 : #McDOWELL_N : PROFIT : +2R

Back to back in my watchlist and back to back profits.
It once again got rejected from the same resistance block as yesterday and gave a Entry as detailed.

Exited before EOD Image
Read 4 tweets
Will be posting TA of all #nifty50 stocks in this thread. Any comments, suggestions are welcome!
1
#NIFTY50 #ADANIENT
ADANI ENTERPRISES
2
#NIFTY50 #ASIANPAINTS
ASIAN PAINTS
Read 52 tweets
I believe #ratio #charts are one of the most underrated and underutilized tools in #technicalanalysis. Do you agree?
Ever wondered which stock to chose between the two?

#HDFC or #HDFCBank?
#TCS or #Infosys?
#HeroMoto or #BajajAuto?
#ACC or #Ambuja?
#BPCL or #HPCL?
#BajajFinserv or #Bajajfinance?

But don't know whats the best approach to pick one?
#Ratio #charts can help you identify the best stock for #trading and #investment. You can plot a #ratiochart by dividing the price on one stock with another. Its preferable to divide the high priced stock with low priced one to get ratios greater than 1.
Read 13 tweets
#Bollingerbands (Threads to understand & It's actual use)

( Practical use)

*We all know that #BB is give us volatility of stock.
* It works on standard deviation principle
* Price always wave between Upper and Lower band.
* It is always said that use #volatility contraction .
*After Volatility contraction price , move in quicker way.
* To identify this #volatility contraction, we use #BB

Examples show that round is volatility contraction. Price stuck in range and volatility is cooled off.
but , how to identify that volatility is really contracted?
many false signal will be generated.

So here is the secret.
Dont just trap in just #Bollingerbands

I am sharing secret to use it with #ketlner Channel
Read 10 tweets

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