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Jun 29, 2020 16 tweets 28 min read Read on X
Did analysis of #COVID when we crossed 1/2,1,2,3, 4,5,6,8 million cases
As we cross 10 million

Summary of findings from Johns Hopkins data
on global & #India trends
Stay home, stay safe!

#coronavirusindia #CoronaUpdatesInIndia #COVID19India #Covid_19

Global #COVID2019 cases has increased to over 10 million (1 crore): 1,01,45,791 as of 28 June

We see from log chart ie. rate of increase in confirmed cases is steady
but accelerating in June

#coronavirusindia #CoronaUpdatesInIndia #COVID19India #Covid_19 ImageImage
Global daily new cases seem to be range bound
around 80,000-100,000/day for the last 2 month
Spiked to 1.2-1.4 lakh/day & now almost 2 lakh/day-- 1.92L on 26 June

#coronavirusindia #CoronaUpdatesInIndia #COVID19India #Covid_19 #coronavirus #COVID2019india #coronaupdatesindia Image
We analyse that every 5 lakh cases
earlier took 6 days
now in only 3 days!!

Brazil, US adding 40K/day; India 29K/day!
combined adding over 50% of new cases

#coronavirusindia #CoronaUpdatesInIndia #Covid_19india #COVID__19 #coronavirus #COVID2019india #coronaupdatesindia Image
Deaths have also steadily increased
we have over 5 Lakh deaths due to COVID-19 globally! US has over 1.25L detahs (25% of total deaths)!

#coronavirusindia #CoronaUpdatesInIndia #Covid_19india #COVID__19 #coronavirus #COVID2019india #coronaupdatesindia ImageImage
Global Mortality rate defined as Deaths/confirmed cases

Was rising steadily from Jan- April
Now declining in May-June 👏🏾👍🏾🙏🏾!

Mortality rate is below 5% (4.9%)
vs peak 7.2% 30 April
vs 2.0% on 5 Feb
#coronavirusindiaupdateindia #CoronaUpdatesInIndia #COVID19India #COVID19 Image
How is #India? We compare with G7 and BRIC

India now at #4 in world with 5.5L cases!
USA 25 L, Brazil almost 13L, Russia 6.3L
Spain, Italy, UK, France, Peru over 2Lakhs
Germany, Iran, Canada over 1 Lakhs Image
#India vs G7 /BRIC
Deaths are huge in US over 1.25 lakh!
UK, Brazil over 40K
Italy,Spain, France, over 20K
16.5K for India

#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVIDIOTS #COVID19 #Covid_19 #lockdownindia Image
#India vs G7 /BRIC
Mortality rate in France, UK, Italy, Spain over 10%!
Canada, China, Japan over 5%, US 4.9%
India 3% 👏🏾👍🏾🙏🏾!

#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVIDIOTS #COVID19 #Covid_19 #lockdownindia #Unlock1 #unlockone #Unlock Image
#India vs G7 /BRIC
Confirmed per capita
Most developed country have over 2000-7000 infection/every million population
India 403/million! 👏🏾👍🏾👏🏾🙏🏾

#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVIDIOTS #COVID19 #Covid_19 #Unlock1 #unlockone #Unlock Image
#India vs #G7 /#BRIC
Deaths per capita
Most developed country have around 100-600 deaths/every million population
India 12/million!

#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVIDIOTS #COVID19 #Covid_19 #Unlock1 #unlockone #Unlock Image
Some points were #India & world NOT doing well

Confirmed cases globally and in India are going up as per
5/10/20 day Change!

as we #unlock
take care! stay safe!
#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVIDIOTS #COVID19 #Covid_19 ImageImage
#India vs G7/BRIC

Cases after 100 confirmed cases, India kept the curve low, and stretched the curve
Cases increasing now, after #lockdownindia eased
stay safe! 🙏🏾🙏🏾🙏🏾 in #Unlock

#coronavirusindiaupdateindia #coronavirus #COVID2019india #Covid_19india #COVID19 #Covid_19 Image
Mint on #Bangalore - the nwe hot spot for COVID19:
Since 19 June, there have been 2,470 covid-19 positive cases. By comparison, between 8 March, when the city had its first case, and 18 June, #Bengaluru had 844 cases Image
India's daily testing
India is testing over 2 Lakh people a day!
roughly 10% now are testing positive -20K/day 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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