Nobody is bullish which is why I think that we could have a unexpected Rally baring a black swan event
And investors are most bearish on US.
Global Central Bank LIQUIDITY is on the rise... this next 6 months is called #GOLDILOCKS..... Falling Inflation, Bond Markets expecting Fed to Pivot, Very tight Labor Markets in the US ...
Check this chart

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More from @TheFactFindr

Jan 23
1/n Why should you #ElectricityBill witness 30% #Inflation ?. Per Media reports, Private power utilities seek up to 30% hike in tariff in Mumbai/ Here are the details. Image
2/n In Short @ADani Electricity has proposed a 2-7% hike in tariffs (more expensive vs Tata Power to start with) across consumption buckets and Tata Power 10-30% hike for low-end consumers and 6-7% drop for high-end customers in petitions filed before Maharashtra Regulator MERC Image
3/n "The proposed hike of 30% for consumers living in slums and chawls in 0-100 units category may sound alarming. .this is rationalization of tariff. Our tariff was very low in this category and over Rs1/unit less than the rival (Adani)" @TataPower Image
Read 7 tweets
Jan 23
During this spaces I was making a point that when one focusses on Govt Capex Numbers & Bitumen consumption, one does not see so called Big Growth vs Past.
Road data point which i wld like @CaGhanshamJoshi
Ji to share his views. Road Orders in FY22 is same as FY12
So What explains the Buoyancy of LISTED companies ? In the past, usually 10 to 15 bidders for every project. So the PIE was divided amongst many players. Many of these companies have disappeared (so have jobs).
Now Only 5-6 bidders & same PIE being shared Image
The COST per Kilometer has increased by 300% since 2014... See the Road Orders and See the Road Budget.

Am not able to understand how the INPUT or RAW materials (Rock Jelly, Cement, Bitumen, Labor, Energy) has increased by 300% since 2014 Image
Read 5 tweets
Jan 22
What #RishiSunak NEVER SAID

“I don’t agree with the Investigation of the BRITISH foreign Office (Part of British Govt)”

“The #BBCDocumentary was poorly Researched”

“That he disagrees with the Characterisation of Modi”
(He said, “am NOT sure I agree with ALL” what the MP said)
Basically #RishiSunak never took a Stand.

He said something like “am NOT sure if I agree a 100% if the glass is Half Empty” …. That could mean I might agree 75%, but that’s Not a 💯%

Link to what Rishi said: LISTEN CAREFULLY. He is a smart politician.
Happy to hear your comments….
Read 5 tweets
Jan 19
#Daylight #Robery of Govt Money for the Benefit of Anil Agarwal owned Vedanta. How can the Board of Directors of Indian Govt Owned (29% Shareholder) agree to this Purchase ?

As a shareholder of Vedanta Am happy. BUT as a citizen of India, am Unhappy.

So why am I Angry ? Image
Anil Agarwal led Vedanta Ltd on Thursday informed Exchanges that Vedanta Ltd will sell its Zinc International assets to its 65% owned Sub Hindustan Zinc Limited for cash consideration $2,981 million (~$3bn or 25000 Crores) Image
So what does Hindustan Zinc Get for $3bn ? They get THL Zinc Ltd (Mauritius) whose financials in the previous years are follows
Net Income; $1.31mn …. It’s NOT a typo…. It’s 1.31Mn

Amount of net worth contributed by THLZ = (USD 408mn) Image
Read 5 tweets
Jan 19
#SuperImportant #Retweet
Will #IndianRetail flows to #Equity TOP OUT?

#Modinomics characterized by Record #Unemployment of the #Unorganised Sector & "unreported" #Inflation has ensured that Net Financial Savings of Indian Household is at a 30 YEAR LOW
What Does this Actually Mean?
🚩In FY22, NET FINANCIAL SAVINGS of households was 7.3% of GDP (17.2 Lac Crores).
🚩In 6 months of FY23, NET FINANCIAL SAVINGS of households was 4% of GDP (Rs 5.2 Lac Crores)
What Drove his Change? 2 Factors
(1) Rising LIABILITIES of households which increased to 5% of GDP in H1 FY23
(2) Sharp Fall in TOTAL SAVINGS. Past 5 odd years, TOTAL SAVING of households was ~20% of GDP. However, in H1 FY23, TOTAL SAVING of households has fallen to 15.7% of GDP
Read 8 tweets
Jan 19
#AdaniEnterprises #FPO - ALL YOU WANTED TO KNOW

1) July-22, VenturaSec Valued AEL at Rs2821/share on a 12 mth view.
2) Global Rates Triple.
3) Jan-23, Valuation Doubles to Rs5999/sh
#genius... #mamaearth IPO Needs this dude!
#VenturaSecurities Analyst should join @CathieDWood
Just like that the #AirportBusiness Valuation increases by a Whooping Rs116k Crores (94000 cr => 211,000 Cr)
Does this post by @RohanSoares explain the Massive Jump ?…
Just like that the Valuation of FMCG business (44% stake) Doubled from Rs23,700cr to Rs46,136cr ....
Essentially the Genius at #VenturaSec is valuing @AdaniWilmar at a whopping Rs122,700 cr (Current MCAP is Rs73500cr)
At Rs122,700cr, this is Indias 2nd Most Valuable FMCG Co
Read 7 tweets

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