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India Equity Research

18 Jul, 7 tweets, 4 min read

Large volumes, week ended 16 July
•United Spirits
•Kitex Garments
•Aster Dm Healthcare
•Tarc
•Dhani Services
•Equitas Holdings
•Nagarjuna Fertilizers And Chemicals
•Housing Development Finance Corp
•Multi Commodity Exchange Of India
•Voltas
#DII #FII #NSE #BSE

week ended 16 July

FII sell
DII buy

#DII #FII #NSE #BSE

Major corporate events
SMC

Economic gauge for the next week
& newsflow
:SMC

IPO Grey market premium: Smart investment mag

Upcoming corporate events: Moneycontrol

key global data points to watch out for next week:

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More from @IndiaER

India Equity Research

@IndiaER

4 Jul

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

Read 5 tweets

India Equity Research

@IndiaER

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

@IndiaER

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

@IndiaER

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

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?

Read 4 tweets