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Jun 28 • 4 tweets • 4 min read
Retailers are on expansion mode

~16.7 mn space addtion expected in FY21-24E vs. ~8 mn added in FY18-21 (~2x)

Dmart, Trent, ABFRL to double their retail space additions in next 3 yrs as comapred to last 3 yrs

#dmart #relianceretail #vmart #abfrl #trent #tcns
Revenue recovery rate surpasses pre-Covid levels from Q3FY22 onwards
indiatoday.in/cities/bengalu…
Retail Giants Analysis

Reliance Retail : King of Retail


Dmart: Desi Walmart
1.
2.

#reliance #dmart

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More from @BeatTheStreet10

Beat The Street Profile picture
Jun 21
Currently we are in Capitulation where everybody wants to exit thats biggest mistake investor can do now.

"time you spend in the market is more important than timing the market"

Staying invested is painful in short-term but joyous in long term

#investing #stockmarket ImageImage
Just examplify above

Many investors left markets Covid Crash, mostly are leveraged or short term investors.
But that was best time to invest or remain invested.

This holds true for now...!!
motilaloswal.com/blog-details/W…
Read 4 tweets
Beat The Street Profile picture
May 15
Adani To Acquire Holcim’s Stake In Ambuja Cements And ACC Limited

adani.com/Newsroom/Media…

Finally its official, Adani bought this stake via offshore SPV which belongs to Adani Promoters (not related to Adani Enterprises)

#adani #holcim
#ambuja #acc
Adani ACC Ambuja deal valued at

Ambuja 385 per share vs CMP 358
ACC 2300 per share vs CMP 2100

#adani #acc #ambuja #Holcim Image
At $10.5 bn
largest ever acquisition by Adani, and India’s largest ever M&A transaction in the infrastructure and materials space.
Read 10 tweets
Beat The Street Profile picture
Apr 17
CGD companies are facing huge problems which are affecting their profitability

~ Higher domestic gas prices from producers ( $2.9 to $6.1)

~ Not getting fully from domestic supplier, have to import which are 6X costly

#GAIL #ONGC #GUJRATAGAS #ADANITOTAL #ADANIGAS #ATGL #RIL
~ Govt has not allocated supplies from domestic supplier to CGD since April-21

Companies which will affect Adani Total Gas, Mahanagar Gas, Indraprasth Gas, Gujarat Gas

google.com/amp/s/energy.e…
While producer like RIL & ONGC will benefit from recent gas price increase

Natural Gas price increased from $2.9 mBtu to $6.10 mBtu

This will increase earings of ONGC by ₹23000cr & of RIL by ₹15000cr

m.economictimes.com/industry/energ…
Read 20 tweets
Beat The Street Profile picture
Apr 16
Elon Musk is considering Hostile Takeover of Twitter

So let's understand Hostile Takeover
- Indian cases
- defence against it

A thread 🧵

Like Retweet Share Follow if you find it valuable

#investing #Twitter #ElonMuskBuyTwitter
#ElonMusk #ElonMuskTwitter #StockMarket
What is Hostile Takeover?
The difference b/w a hostile and a friendly takeover is that the target company does not approve the transaction in a hostile takeover. In M&A, a hostile takeover is when a firm (acquirer) buys a target company by buying shares from targeted company's SH
Two commonly used hostile takeover strategies:

1. Tender Offer
A tender offer is an offer to buy shares from a shareholder of an acquirer business at a higher price than the market price.
Read 26 tweets
Beat The Street Profile picture
Apr 15
Can this happen in India: a market participant having strong influence can share his views illegally about the stock he owns?

The answer is BIG NO

here is why
In India we should thank SEBI which is one of the best security regulator in the world and take actions most of the times where they find public is loosing
Sebi is so strong, you never find anybody like HDFC MF or Rakesh Jhunjhunwala sharing his views openly about stock prices as Elon did about Tesla

I mean Ambani telling media Reliance is undervalued...!

This don't happen
Read 6 tweets
Beat The Street Profile picture
Apr 14
Fascinating facts about Tesla : A Technology Co. , Not Just a Car Co.

"Our competition is not non-Tesla EVs but are fossil fuel cars"

@elonmusk @Tesla
#Tesla #elonmusk #investing #StockMarket

Like Retweet Share Follow if u find it valuable Image
Tesla Model S is considered to be best which won most prestigious car award - Ultimate Car of The Year in 2019band Car if The Year in 2013 by Motor Trend. The 1st EV to get this.
Tesla Cars like Model X is the safest car , it got 5 star rating (Superior) from Nation Highway Traffic Safety Administration.

Read 16 tweets

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