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4 Jul, 5 tweets, 3 min read
Large volumes, week of 2 July

Iifl Finance
Hdfc Life Insurance Company
Godrej Industries
Nelco
Godrej Agrovet
Sadbhav Infrastructure Project
Star Cement
Radico Khaitan
Genus Power Infrastructures
Gic Housing Finance

#FII #DII #BSE #NSE
trading volumes, week of 2 July

FII sell, DII buy...

#FII #DII #BSE #NSE
smart investment mag:
DURING THE WEEK of 2 July
DIVIDEND
ANNOUNCEMENTS CAME IN FROM
FORTHCOMING EVENTS :SMC
SMC:
news flow
&
Economic gauge for the next week

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More from @IndiaER

India Equity Research Profile picture
5 Nov 20
Joe Biden needs to win one state to become POTUS

while Trump needs to win all the 4 major ones to avoid being an one-term president

my initial thoughts:
1) Pollsters got it MASSIVELY wrong - 2nd time in a row
While the verdict is as many predicted
the scale of #Trump support was massively underestimated
Almost everyone could not read/did not see the widespread support he has in the US...

2) Markets are emotionless
As long as there s majority, markets go up- as we say yesterday and today's futures
even in India, a majority for either NDA or UPA will lead to share markets rising
the only things markets detest is uncertainty... and a hung Parliament will lead to a crash

Unpopular opinion: Modi or Rahul- markets don;t worry as much

remember May 2019? when MMS won- UP!
Read 4 tweets
India Equity Research Profile picture
5 Nov 20
State Bank of India |
A "Call Option" – Move to OW :: MORGAN STANLEY

Price Target Rs 280
State Bank of India
Earnings Review: 2Q operational beat with more confidence on balance sheet; Reiterate Buy: Goldman Sachs

Price Target Rs 301
State Bank of India
CLSA -- Price Target Rs 330
Read 7 tweets
India Equity Research Profile picture
4 Nov 20
HPCL announces ₹2,500-cr share buyback at ₹250 per share livemint.com/companies/comp…
HPCL promoters (ONGC/President) not to take part in buyback
public shareholding to reduce post buyback Image
The valuation difference

Reliance: Ambani premium -- Its a private co!!
31x P/E

BPCL: govt looking to privatise
12x P/E

IOCL, HPCL: PSU discount- Sarkar is worst owner
4-5 P/E

best way to unlock value for Sarkar is to divest? Image
Read 4 tweets
India Equity Research Profile picture
31 Oct 20
FORTHCOMING EVENTS :: SMC
News flow & Economic gauge for the next week
:SMC
SMC: IPO tracker
Read 11 tweets
India Equity Research Profile picture
31 Oct 20
Diwali Picks 2020
-- IDBI Capital Markets & Securities Image
Diwali Picks 2020
-- Progressive Shares Image
Diwali Picks 2020
-- GEPL Capital Image
Read 9 tweets
India Equity Research Profile picture
31 Oct 20
#BSE #Sensex 271 month (22+ yr) update!

Sensex trailing PE was 29.1x in Oct vs 28.1x in Sep
vs 19.5x in May 2020. Bottom of 15.67x on 23rd March

Trailing PE 23 year avg is 19.3x

Highest PE for any year in Oct and in FY21! valuations not cheap!

#NSE #DII #FII #Nifty #nifty50
#BSE #Sensex 271 month (22+ yr) update!

Sensex trailing PB was 3.0x in Oct vs 2.9x in Sep& Aug vs 2.4x in May 2020; highest P/B in FY21

P/B is below 23 year avg of 3.3x.

Lowest ever is 1.7x in Oct 1998

#NSE #DII #FII #Nifty #nifty50
#BSE #Sensex 271 month (22+ yr) update!

Sensex trailing Dividend Yield was 1.0% in Oct, same as in Sep, Aug & July

Dividend Yield lower than 23 year avg for 1.5%. Higher div yld means low valuation.

Highest ever was 2.5% in Aug 2004

#NSE #DII #FII #Nifty #nifty50
Read 7 tweets

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