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Dr AK Gupta

@optionurol

Apr 22

@TheKenWeb

ADANI GROUP of Companies - Absurd Valuations ??

Let us read in this thread , compiled from an article from @TheKenWeb

#investing #AdaniGroup #Nifty50

@CNBCTV18News @moneycontrolcom @ZeeBusiness

Right now Adani group has a combined market cap of $ 280 Billion

LIC increased their stake by 2%

International Investment in the offing - $2 Billion

Gautam Adani is world’s 6th richest person (Net Worth - $120 Billion)

Adani Group Debt over 6 Years - Increase by 66% (~$ 20.4 Billion )

Could these factors in itself be considered over valuation and lead to it being a big bubble which can burst ??

Read 13 tweets

Dr AK Gupta

@optionurol

Apr 15

Understanding Lifestyle Creep - A Thread 🧵

Lifestyle inflation, is overspending after your income increases.
It can occur over years and difficult to spot unless
you are on top of your budget

#personalfinance #FinancialFreedom #financialplanning #lifestyle

Basically increase in spending after receiving a raise instead of saving the additional income.

Or if monthly loan payment got over & extra cash now not saved but spent on non essential items

Once this takes over, new cash gets spent as fast as — or faster than — it comes in.

It's normal for lifestyle spending to increase when we get a better income. We want to treat yourself after working hard to make that money. Where it becomes problematic is when the increase in lifestyle outpaces the increase in income.

Read 7 tweets

Dr AK Gupta

@optionurol

Apr 14

@dugalira

Have a look at India Bond Yield.

Sharp reaction to MPC Review, 10Y yield rising 20 basis points to 7.12%. Shorter-term yields also rose, as did rates on CP and CD.

Article by @dugalira
Read at: tinyurl.com/mr3ve2se

@bloombergquint

@NeerajGambhir

@NeerajGambhir says India's MPC may raise rates by as much as 100-150 basis points in the current cycle

Even if we take the repo rate to 5-5.25% over 12 months, the real yield will continue to be neutral to -ve. MPC stance of 100 -150 points would be somewhat accommodative.

10-year bond yield may settle between 7.25% and 7.50% assuming the rate hikes play out as expected

And RBI Support in first half of FY 22 - 23 by bond buying of Rs 1-1.5 lakh crore

Excellent RBI MPC Review:

Read 4 tweets

Dr AK Gupta

@optionurol

Apr 14

@sahilkapoor

A Thread on Debt to GDP Ratio 🧵

The debt-to-GDP ratio compares a country's debt to its total economic output measure by GDP for the year.

This ratio tells how the economy is doing and allows comparison.

Lets Look at where the world stands

@sahilkapoor @dugalira

What does % Mean

>100 : Country not producing enough to pay debt

100 : Just enough to pay off debt

<100: Enough economic output to make debt payments

If The % > 100: Higher risk of default and country will get loan at higher interest rate.

That further perpetuates the cycle by increasing debt —> looming financial crisis

Like the Hedonic Treadmill

Read 11 tweets

Dr AK Gupta

@optionurol

Apr 14

@rbsabnis

Uro Teaser 6

Going to Put easy one.

@rbsabnis @docdilipmishra @drkamaljeet @laxman_gg @AnilElhence @raggy_k @docrishigrover @niteshkuro @optionurol @so_uro @YouthUSI @eau_yuo @UKYurology @AmerUrological @Uroweb @BAUSurology @usioffice

#BrainTeaser
#urology

Reply in DM only

Time for a Hint...

Only 68 Impressions of the tweet

The Graph for impressions is going down, from First one which had 500 interactions, to today which is 13% of that.

From tomorrow I will not post.

Can give Hint if anyone wants.

@optionurol

Hint : Which Brand of Chips does the Person in second photo represent?

@optionurol

Read 4 tweets

Dr AK Gupta

@optionurol

Apr 13

Infosys disappoints in Q4, big miss on Rev and margins
$ Rev growth at 0.7%, CC Rev growth at 1.2% (Est 2.5% - 3%)
EBIT margins are at 21.5% vs 23.5% (est at 23.3%)

FY23 guidance
+Ve: CC Rev growth seen at 13-15%
-Ve: EBIT % seen between 21-23%

#InfosysQ4Results

@Infosys

@Infosys, Attrition > 25%

One of the key Metrics of a stable company is how many employees it can retain...

I wonder what are the reasons for such high attrition.

#Techjobs
#Infosys

Read 4 tweets

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