Discover and read the best of Twitter Threads about #tcs

Most recents (24)

Vendredi soir se déroulait une conférence-débat de Marc Dufumier intitulée "L'agroécologie peut nous sauver".

Cela mérite un #Thread afin de vous en faire un résumé et vous donner mon ressenti.
@Fragritwittos
@chambagri_hdf 
#FrAgTw
#agriculture
#agroecologie
Un grand thème, plein de promesse et un titre quelque peu racoleur, j'en conviens.
J'ai décidé d'y participer afin de prendre part au débat en tant que membre des @Fragritwittos une occasion de communiquer positivement et se confronter à un personnage assez controversé.
Une centaine de personnes étaient présentes pour l'événement organisée par une association : Les jardins d'insertion de l'Artois.
Quelques agriculteurs, en bio, beaucoup de consommateurs bio, quelques clichés, des fans de Monsieur Dufumier et moi, plutôt en opposition à
Read 38 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
➡️TOTAL INVESTMENT9,00,000
➡️TOTAL VALUE AS PER HIGH11,26,228
➡️%RETURN ON INVESTMENT25.13%
➡️PROFIT2,26,228
➡️Recommendation Date of #Financial Stocks is 9 July
➡️#sbin #ICICIBank #HDFCBank #shriramtransportfinance #mahindrafinance #BajajFinance #KOTAKBANK #AxisBank
➡️TOTAL INVESTMENT8,00,000
➡️TOTAL VALUE AS PER HIGH9,90,458
➡️%RETURN ON INVESTMENT23.80%➡️PROFIT1,90,458
Read 7 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
How are TCS result?
Will it go up or down?

Answered🧵

#TCS #Q2FY23 #Earnings #StockMarket #Stocks

Pls Like & Retweet, it motivates me🙏🤗

@KommawarSwapnil @kuttrapali26 @harrie007 @caniravkaria @kaushaldarshan_ @TheFactFindr @Ishan_Narayan_ @abhymurarka @anand1377

(1/11) Image
Before reading, kindly join our telegram where we post lots of information along with great technical charts everyday!

Use the link below👇
telegram.me/TheMarketLearn…
Contents :-

👉Numbers analysis
👉Management commentary
👉Segment wise analysis
👉Personal Opinion
Read 18 tweets
📊MAJOR IT STOCKS AND HIGH LEVEL DETAILS

A Thread 🧵
📊TATA CONSULTANCY (#TCS)

💥Fundamentals: very good

💥Valuation: Expensive

💥Q1 FY23 result:

🏷Net Sales up 4.28% QoQ, Up 16.18% YoY

🏷Net profit down 4.51% QoQ, Up 5.22% YoY

💥Attrition Rate: 19.7%

💥Technicals: Slightly Bearish.

💥Below 50 day, 200 day moving average
📊INFOSYS LTD (#INFOSYS)

💥Fundamentals: very good

💥Valuation: Expensive

💥Q1 FY23 result:

🏷Net Sales up 6.8% QoQ, Up 23.57% YoY

🏷Net profit down 5.73% QoQ, Up 3.18% YoY

💥Attrition Rate: 28.4%

💥Technicals: Slightly Bearish.

💥Below 50 day, 200 day moving average
Read 13 tweets
#Tata Technologies: 1/n
New IPO planned by #Tata Group after 18 years. Let`s analyze it together through this thread 🧵

Paid up equity: 41.8 Cr (FV 10) as of Mar 31, 22

0.112 Cr shares were bought back at 1982/sh in Apr, 2022

Paid up Equity: 4.05 Cr Share (after buy back)

1/n
#Tata Technology: 2/n

Marketcap at last buyback price: 8,039 Cr
FY22 performance YOY

#ROE 19.2% vs 11.2%
#ROCE 22 2% vs 12.2%
Sales: 3529 Cr (⬆️48%)
Net Profit: 436 Cr (⬆️83%)
EBITDA: 645 Cr (⬆️68%)
EBIT: 560 Cr (⬆️91%)
EBITDA Margin: 18.3% vs 16 2%

2/n
#Tata Technology: 3/n

EBIT Margin: 15.9% vs 12.3%
Net Profit Margin: 12.4% vs 10.1%
Total Equity: 2280 Cr (⬆️6%)
Total Assets: 4218 Cr (⬆️18%)
Asset Turnover Ratio: 0.84 vs 0.67✅
Current Ratio: 1.76 vs 2.02 (poor compared to last year)

Now let us see, what they do:
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 ✅
Tags:
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket

Thread🧵(1/11)
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 ✅
Tags:
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket #Trader #OI

Thread🧵(2/11)
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 ✅
Tags:
#StockMarket #NSE #Nifty #Trading #Investing #sharemarket #BSE

Thread 🧵(3/11)
Read 11 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
(1/n)
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%
(2/n)
Read 23 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
2. #NIFTY

• Weekly: M pattern under formation, no BD yet

• Daily : Descending triangle BD
Read 22 tweets
Macd is the simplest & most reliable indicators available. Macd uses Moving Averages & turn them into momentum indicator by subtracting longer MA from shorter MA. The subtracted value when plotted forms a line that oscillates above & below zero, without any upper/ lower limits. Image
Using shorter Moving Average (5 & 10) will produce a quicker, more responsive indicator (fast macd), while using longer MA (12 & 26) will produce a slower indicator (Slow macd), less prone to whipsaws.

Macd measures the difference between two Exponential Moving Averages (EMAs). Image
A +ve Macd indicates that 5 or 12-day Ema is trading above 10 or 26-day Ema. A -ve Macd indicates that 5 or 12-day Ema is trading below 10 or 26-day Ema. If Macd is -ve & declining, then -ve gap between faster MA & slower MA is expanding & Downward momentum is accelerating.. Image
Read 7 tweets
𝐓𝐞𝐜𝐡 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐨𝐮𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐰𝐨𝐨𝐝𝐬 𝐲𝐞𝐭?

Read this 🧵to find out!

Covering US tech index NASDAQ & out own NIFTY IT with two leaders in the sector📈📉📊
#NASDAQ

Weekly structure weak, in a downtrend

currently 13k zones acting as an immediate support
#NASDAQ

However in 180 min TF bearish flag is under formation
BD confirmation only once it starts trading below 13300 decisively
Read 11 tweets
It's Time to Bargain Hunt 💯
24 Picks to Beat the Market!🚀

Kindly 'Like & retweet' for max reach 🙏

A major thread🧵

@kuttrapali26 @caniravkaria @Puretechnicals9 @ProdigalTrader @nakulvibhor
1/ RELIANCE INDUSTRIES LTD.

⚡Volatility Contraction Pattern (VCP) + Descending Channel Formation + Retracement
⚡All are indicating that stock might show a quick rally of 15-20% in upcoming weeks
⚡Timeframe - 3 months

#RelianceIndustries #nifty50
2/ TATA CONSULTANCY SERVICES

⚡Volatility contraction pattern + Double bottom formation + May form Inverted Head & Shoulder pattern
⚡As the company announced the buyback, this stock has a low chance of risk. One may add for 4-5 months for 20% from this IT giant.

#TCS
Read 26 tweets
Making money from #STOCKMARKET is a most BORING REPITITVE JOB..
One just need to keep it simple, Boring & need to repeat it every day, week, month, year.

And in this #Thread will try to explain how to do it in such way..

You can Start it with 3lk-30lk-3cr..
It's up to u.. 🤗🙏
Divide your Capital in 3 parts..
1-1-1 lakhs or 10-10-10 lakhs or 1-1-1 crore respectively..

Let's name them

Part 1 : Fix Income Source
Part 2 : Make money with market
Part 3 : Wealth creation by Compounding

Below is the description of all 3 parts.. 👇
Part 1 : FIX INCOME SOURCE

We all know that stock market is uncertain & beyond anyone's control. So if we enter in it as a Full Time Job then 1st thing we must do is to fix our earnings for our family's daily livelihood.
So for that we need to make our Fix Income Source from it.
Read 10 tweets
𝐓𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐟𝐨𝐫 𝐚𝐥𝐥 𝐒𝐞𝐜𝐭𝐨𝐫𝐬

Detailed 🧵on each sector covering index heavy weight stocks📊
#CNXIT #NIFTYIT

Profit booking has set in this sector and is undergoing a meaningful correction after lending a strong support to Nifty for many weeks & months.

Had shared a cautionary tweet regarding the same on Jan 2, 2022
Charts of few heavy weight stocks within the IT sector:

#INFY
Read 24 tweets
So the 1st co we are going to discuss today is one of the most technologically/foundationally strong company that's founder led, 1st generation promoter led IT company - Persistent #PersistentSystems
Industries & Domains Served:

Banking, Financials, Insurance, Healthcare, Lifesciences, Industrial, Hi-Tech, Telecom, Media. Banking & Financials being a steady driver, while Lifesciences has been the alpha generator.
Services:
Digital -Design & Consulting
Business Intelligence - AI/ML, Data Stack, Data Integration
Product Engineering - Product, platform design & engineering
IDA - Identity & Access services, privacy management
cont..
Read 31 tweets
🌟Looking forward to #MuhuratTrading?

🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁

🌟#InoxLeisure

💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries

💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 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
#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

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