Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
kumar saurabh Profile picture
@suru27
Feb 1, 2023 • 5 tweets • 2 min read • Read on X
Scrolly
#SouthIndianBank Bank101: How security receipts and NPA pool selling transactions with ARCs work. Gold learning for me on the detailing and thanks to Tushar Sarda for asking 1/n

#Q3FY23 #ConcallInsights with Scientific Investing. Give us a shoutout if our work helps🙏
More on same
More..
More..
The last bit..

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with kumar saurabh

kumar saurabh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @suru27

kumar saurabh Profile picture
Nov 22
Healthcare Sector, Q2FY25 result:
❓Best performing healthcare companies?
The list we shared

● Healthcare Global Enterprises
● Indraprastha Medical
● Kovai Medical
● Krsnaa Diagnostics
● 3B Blackbio
● Prevest Denpro

Let us explore some of these companies
⚫️Healthcare Global Enterprises
Company is largest PAN India oncology player Image
Company has been continuously improving its margin along with double digit sales and profit growth for last 3 quarters Image
Read 15 tweets
kumar saurabh Profile picture
Nov 5
#IEX Fundamentals, Technical and the other data, a🧵:

IEX has been coming up with great results but market is anticipating coupling fear and hence stock is falling. This is the common perception.
Is this the case, let us deep dive? Image
Was curious to check which institutions are selling because if I blindly look at charts - then all we see is stoploss. Something very interesting came out. First thing, looking at screener, looks like FIIs and DIIs are buying and retail is selling. Also, evident in falling count of retail investors. So, who is moving the prices down?Image
Such a market cap stock can be moved up or down only by institutions. Given FII data is quarterly available but mutual fund data is monthly available, looked at the mutual fund data and here is the interesting stuff Image
Read 9 tweets
kumar saurabh Profile picture
Oct 24
#Onwardtechnology #Q2FY25 #ConcallInsights

An 18–20-page conference call the beginning of the year getting compressed to 10 page at the end of the year with growth stagnating and a 50 PE valuation biting the dust - ER&D is also not secular.

If last 3 cycles of Tata Elxsi did not teach it, let Onward technology 1st cycle teach it #ScientificInvesting

Is it end of new beginning?

Some positives and some negatives from the concall covered in this thread

Why business took a hit?Image
Are things turning around?Image
Hiring is on and capabilities are being builtImage
Read 8 tweets
kumar saurabh Profile picture
Sep 2
Chemical Sector

For Chemicals Sector, based on Q1FY25 result:
❓Best performing chemical companies?
❓Attractively valued chemical companies?
❓Both attractively valued and best performing?

🧵to answer all such questions to help to filter interesting ideas for research

1/6 Image
💡 Companies delivering > 15% Sales growth

2/6 Image
💡 Companies delivering > 15% PAT growth

3/6 Image
Read 6 tweets
kumar saurabh Profile picture
Jun 20
#tatamotars had its investor day.

💰Sharing key industry insights from its investor presentation which every investor tracking automotive sector must go through

➡️CV volumes expected to grow at 4-5% CAGR Image
➡️What drives CV industry: DFC and fuel prices should be tracked from risk perspective for CV industry Image
➡️Leading Megatrends: ADAS, Connected, Electrification, Software, Technologies - NG,BEV, FCEV, H2 ICE Image
Read 15 tweets
kumar saurabh Profile picture
Jan 17
#HDFC A thread on history

Current price performance:
Last 5 year numbers say it all - a mere 5.5% annualized returns failing to beat FD.

Ask guys 5 years back, how was HDFC treated in market thenImage
Given stock has not given good returns, it is important to understand if stock performed badly earnings wise in last 5 years. Nothing changed in last 5, 3, 1 year. Image
Is the future going to be different and is stock going to underperform big time on growth?
HDFC Bank (keeping merger aside) has added employes and branches at 22-24% growth rate in FY23 vs FY22. Image
Read 14 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(