India Equity Research Profile picture
Jun 25, 2020 15 tweets 6 min read Read on X
World's biggest banks by asset size

top 4 are Chinese

Indias biggest SBI is ranked 54

India's biggets by market cap- HDFC bank and ICICI bank are not even in top 100!

#SBI #HDFCBank #ICICIBank Image
Ruchi Soya is a 100 bagger
Market Cap (Rs Cr.)42,469.46

India's 2nd and 3rd largest PSU banks:
Punjab National Bank,
Market Cap (Rs Cr.)34,960.49

Bank of Baroda
Market Cap (Rs Cr.)24,050.05

PSU banks are valued poorly or Ruchi Soya investors are crazy? Image
Who made this!!
🤣🤣 Image
Patanjali should change name of
Ruchi "Soya" to
Ruchi "Bhaga" after seeing it's dream run
🤣
Ruchi Soya
results Image
After 8,818% rally in 103 days, Ruchi Soya faces red flag; analysts want a Sebi probe
The company on Friday posted a net loss of Rs 41.24 crore for the quarter ended March 31.

Read more at:
economictimes.indiatimes.com/markets/stocks…
The perils of an illquid counter
when it falls... or begins to fall
buyers disappear
and value will vanish before you know it.. with no option to sell

BEWARE!

#ruchisoya Image
The perils of an illquid counter part 2
Omaxe

The bears hit harder than the bulls!
2 months of gains may be wiped off in 2 days!

BEWARE

#Omaxe Image
The descent has started and may continue

When fundamentals are not present
and its more likely operator driven

in a crash and 5% down circuits
you may not get a change to even sell
as there will be ZERO buyers

BEWARE of such stocks! Image
BEWARE!

Stay away from fundametally weak stocks that have been hititng upper circuit
like Ruchi Soya, Omaxe, borosil or Alok,
onc ethey start falling

you may get wiped off with no change to sell in illquid counters ImageImage
🙏🏾🤣
Investors
and
Ruchi Soya!

Seeing value in .... Image

• • •

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More from @IndiaER

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
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
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
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
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
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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