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Mar 4 • 5 tweets • 2 min read
Concall snippets with Janak ! #VGuard

Consumption demand is bit muted with slowness in market.

Cont..
🧵
High Interest and Inflation sucks liquidity out of the market.

Larger takeaway for us as investors. Muted in current scenario. What about 2-3 Quarters away ?
t
Consumer confidence is definitely inching back up. More a thing of metros, but seems past the bottom.
Even according to RBI, future expectation is at 2 year high.. Next quarter commentary will be interesting

Obviously, please don't take this as a recommendation. Personal blog and trying to connect dots. Can go wrong

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More from @janak_lotwala

Janak Lotwala Profile picture
Mar 5
Bullish or Bearish on small cap banks ? IDFC First vs Federal vs CSB.

Let's do quick comparison. Let's go 🧵

Discl: Please don't take this as recommendation in any form. Kindly consult your financial advisor. Views can be biased and may go wrong

Follow:@janak_lotwala for more Image
(1/N) - Advances Q3 FY'23

Funded Assets or Advances grew by following % this Quarter
IDFC First:25%
Federal: 19%
CSB: 26%

Pretty healthy numbers growing well around 20%+ for IDFC First & CSB. Banking is a structural story. Interesting to see for how many quarters this one goes
(2/N) Profitability Metrics

ROE of IDFC First has improved from 5.4% to 10.7%, CSB is highest at 23% & Federal from 11.6% to 16%

ROA of IDFC First has improved from 0.6% to 1.1%. ROA of CSB is best at 2%, but has stagnated & Federal has increased from 1% to 1.33% ImageImageImage
Read 13 tweets
Janak Lotwala Profile picture
Oct 31, 2022
15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect

Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)

2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
3. #Olectra Greentech: Net profit at Rs 7.4 cr Vs Rs 3.6 cr (YoY) Revenue at Rs 177.3 cr Vs Rs 71.4 cr (YoY) (Positive)

4. #HFCL: Received order worth Rs 115 cr from Reliance Projects & Property Management for supply of Optical Fiber Cables. (Positive)
Read 9 tweets
Janak Lotwala Profile picture
Oct 30, 2022
Sunday Stocks catch up with Janak.. Let's go 🧵

Disc: Not a reco
(1/N) Auto industries focused, #KPIT Technologies’ Q2 profits surged 28%. The Company has guided for yearly profits to be higher by around 32%.
(2/N) #RIL’s Q2 profit was flat despite a 32% rise in revenue. Jio business going strong thought
Read 14 tweets
Janak Lotwala Profile picture
Aug 2, 2022
M&M - Will this Juggernaut Continue ? Let's look at growth engines from their Annual Report FY 22

7 Key Takeaways !!! Thread🧵Let's go...

Don't Forget to ReTweet !

Disclaimer: Personal blog and not a reco. Kindly consult your financial advisor before any investment decisions
(1/N) - Reigniting value creation:
The company’s financial performance had taken a hit in the last few years because of the losses in the international subsidiaries resulting in the ROE of the consolidated entity going down to 4.4% in F21. THEY EXITED These BUSINESSES.
Now ROE in FY-22 is around 14%. ROE for last 3 consecutive quarter ~18%
Read 18 tweets
Janak Lotwala Profile picture
Jul 2, 2022
5 kind of stocks that I avoid, Indian adaptation from "One up on wall street" - Peter Lynch. Thread🧵 Let's go...
(1/n) - Stock is in hot industry. While I am a believer in thematic investing. I prefer pick and shovel strategy. Not doubt EV is a hot theme. But rather than buying EV Car makers, I'll rather go for component makers

fortuneindia.com/enterprise/can…
(2/n) - Next big thing... Really ? We have seen so many articles of next hdfc bank, next infosys... while no doubt companies can replicate that performance, but these stories can lead to unnecessary hype around stocks & valuation. Rings a bell ?
Read 10 tweets
Janak Lotwala Profile picture
Jul 2, 2022
#tatapower - Technical Analysis thread🧵3 Takeaways ?
#1. Price Action - This stock is making lower high and lower lows and will be in bearish territory till the time the diagonal trend line is broken
#2. Static support of 213 is broken which has stood multiple times. Now it will act as resistance
Read 8 tweets

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