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India Equity Research Profile picture
@IndiaER
Jun 21, 2020 • 5 tweets • 4 min read • Read on X
Scrolly
Economist on #China's #YogaDay

How China sees a world distracted by #COVID19
and too economically weak to
hold it back from attacking #Tibet #HongKong #Taiwan & #India

#FreeTibet #IndiaChinaFaceOff Image
Economist on How China became India's neighbour
by "grabbing Tibet"

#FreeTibet #Tibet Image
Well put by the Economist

China refues to show its version of the boundary
and continues to grab Indian territory
in spite of India's aim to talk and handle with peace!

#indiachinastandoff #ChinaLiedPeopleDied Image
Thank you Mike Pompeo for calling a spade a spade

China is a "rouge actor" Image
China's view on peace:: Financial Express Image

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More from @IndiaER

India Equity Research Profile picture
Apr 23, 2023
Large volumes, week ended 21 April
Zee Entertainment Enterprises
Axita Cotton
Paisalo Digital
Varun Beverages
Aarti Pharmalabs
Sindhu Trade Links Limited
Bikaji Foods International
ITI
Eureka Forbes
Capri Global Capital Limited
key global economic data points to watch out for next week: Image
key corporate actions taking place in the coming week:

ABB India, HCL Technologies, Jindal Stainless, KSB, Sanofi India, and Vesuvius India will turn ex-dividend next week. Image
Read 8 tweets
India Equity Research Profile picture
May 6, 2022
Lets talk inflation!

Inflation is "not" bad!

A low amount of inflation is considered healthy! Image
Negative inflation or deflation is negative!

why would you buy non-essentials/stock supplies today if it would be cheaper tomorrow? Image
Problem is hyperinflation

when inflation increases a lot!

This leads to hoarding and impacts the economically weak Image
Read 8 tweets
India Equity Research Profile picture
Mar 12, 2022
Reading Bikaji DRHP..

some notes

India's GDP expected to slow to 6% range
Packaged food market, India to grow at 9%
Indian Savoury Snacks Market in India to grow at 13%
Read 16 tweets
India Equity Research Profile picture
Mar 5, 2022
Tamil Nadu Investor Association (TIA) 2022 Ideas Speaker Summit

1. G Maran, Unify Capital : IIFL Wealth Management

2. Naveen Chandramohan, ITUS Capital : Nykaa

3. Aveek Mitra, Aveek Advisory : Alicon Castalloys

4. Digant Haria, GreenEdge Wealth Mgmt : Bector Foods

1/
5. Nimisha Pandit, Multi Act Trade & Investment : Nesco

6. Sriram Sekhar, investor : Sonata Software

7. Aravind Kothari, Niveshaay : Gokaldas Exports and SP Apparels

8. Jiten Parmar, Aurum Capital : Voltamp Transformers

2/
9. Varinder Bansal, Omkara Capital : MM Forgings

10. Tariq Hussain, Invest karo India : Borosil Renewables

11. Viraj Mehta, Equirus Wealth : Prataap Snacks

12. Aniket Gore, investor : Burger King India

3/
Read 5 tweets
India Equity Research Profile picture
Feb 24, 2022
LIC may be part of Nifty 50 after 1 month of IPO!

moneycontrol.com/news/business/…
PayTM, Zomato and Nykaa
are part of Nifty Next 50!!
Nifty 50 changes
Read 12 tweets
India Equity Research Profile picture
Jul 31, 2021
#BSE #Sensex 280 month (23+ yr) update!

Sensex trailing PE was 31.6x for July vs 32.2x for June
vs low of 15.67x on 23 Mar 2020
9th consecutive 30+PE month
after 0 instances of 30+ PE till FY20!

Highest earlier PE for July has been 28.5x in Fy01
#NSE #DII #FII #Nifty #nifty50
#BSE #Sensex 280 month (23+ yr) update!
Sensex trailing PB was 3.4x for July vs 3.3x for June
P/B is in line with 23 year avg of 3.3x.

Lowest ever is 1.7x in Oct 1998
#NSE #DII #FII #Nifty #nifty50
#BSE #Sensex 280 month (23+ yr) update!

Sensex trailing Dividend Yield was 1.03% in July vs. 0.97% in June
vs 23 year avg for 1.4%

Lower div yld means high valuation.
Finally crossed 1% after 8 consecutive months div yld less than 1%

#NSE #DII #FII #Nifty #nifty50
Read 8 tweets

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