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May 15, 2021 โ€ข 14 tweets โ€ข 8 min read โ€ข Read on X
We are starting our Q4 and FY21 results coverage starting today. Updates will be added in this thread.

๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 1-12)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 13-24)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 25-36)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 37-48)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have seen minimum 10% debt reduction in H2 FY21 till now.
#Q4withMultipie

Please RT if this helps.
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 49-60)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 61-72)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 73-84)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 85-96)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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Published third batch of ๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ:
60 names are being added based on a study of results declared in last week.
S. No. 97-108 ๐Ÿ‘‡
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 109-120)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 121-132)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 133-144)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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๐‚๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ƒ๐ž๐›๐ญ: List of companies that have been reducing total debt between Sep' 19 & Mar' 21 (S. No. 145-156)
Note: Figures represent outstanding debt (INR crores)
#Q4withMultipie
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Nov 28, 2022
๐Ÿ”ŠSelected top insights for you. A thread๐Ÿงต

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Check out which company will benefit from this:
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Read 5 tweets
Jul 12, 2022
We looked at every company with promoter buying for the period from April 1st to June 30th (Q1 FY23).

A thread.

Please like and retweet to help more investors

1/n Total 178 names - Part 1 of top 64 here ๐Ÿ‘‡
2/n
Total 178 names - Part 2 of top 64 buying here ๐Ÿ‘‡

Note: Top promoter selling at the end of the thread
3/n
Sectors that saw the highest level of promoter buying:
1. Cements (mainly) and metals
2. Chemicals and API
3. Auto and auto components
4. Capital Goods
5. Financials
Read 15 tweets
Jul 2, 2022
As Philip Fisher said: Getting a reality check directly from people associated with co. gives us "much deeper" insightsโ˜๏ธv/s just reading reports & financials

Here's a๐Ÿงตon Scuttlebutt insights on 6 key industries:
FMCG (ITC, Emami), Cigarette, Cement, BFSI, Textile & Paint

1/n
Industry 1) FMCG
โ†ช๏ธ ITC is making new highs & now everyoneโ€™s fav stock๐Ÿ™‚Wondering what changed? This:

Packaged food seg. doing well:
- Aashirvaad saw healthy growth with ~4% price hike
- Yippee gained market share from Maggi๐Ÿ†
- Biscuit & bingo: Decent performance

2/n
@dmuthuk
โ†ช๏ธ Emami & Zydus wellness:

- Rural demand remains weak
- Poor traction in summer products & Balm portfolio

Still, there's a sign of relief among dealers in this segment till the time Jiomart doesnโ€™t enter this space

3/n
Read 15 tweets
Mar 23, 2022
Stock charts performing Yoga asanas. A thread ๐Ÿงต
1. Tata Teleservices is doing Parvatasana โ›ฐ๏ธ
2. Yes Bank is doing Halasana.
Read 17 tweets
Mar 13, 2022
Russia controls ~17% of Nickelโ€™s total supply & obviously with that amount of supply going out of system, one would assume prices to rise

But someone expected prices to fall!

A๐Ÿงตon how the 2.3x surge in Nickel prices was triggered by a short trade & not due to supply crunch
What happened exactly?

A Chinese tycoon "Xiang Guangda" who owns the Tsingshan Group, the largest nickel mining group in China had placed huge short bets on London Metal Exchange (LME), expecting the nickel prices would fall.

We wonder why he held that view๐Ÿ‘€

1/n
This bet went horribly wrong when Russia banned commodity exports & Nickel prices started surging
To cover a big short position, someone had to buy equivalent long positions.

This created a short squeeze & Nickel reached $1lakh/ton & inturn led to notional loss of $8 Bn+!๐Ÿ˜ฑ
2/n
Read 8 tweets

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