#IEX A chronological history of all tweets on IEX for learning purposes and current stand in the end
1st caution (it is always probabilistic, sometimes works, sometimes does not)
2nd caution
Some rant..
Some more interaction rant
Data backed rant
Reminder rant
First fresh kiss but no a full-blown affair
Just a small affair
Affair ends without much love or pain.
The last stand
Currently stand:
As an investor: willing to look fundamentally. If you have views on why it has enough margin of safety to give 15%+ CAGR return if one invests with 2–3-year time horizon. If you have one, please provide comments backed by numbers and data.
Please avoid qualitative statements.🙏
As a trader: Charts are obvious. If do not understand, learn technical analysis. s of now, highly bearish unless some big hands control the supply led fall
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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 then
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.
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.
Conference calls r best way to understand business. 💡10 Key #ConcallInsights #Intellectdesign #Q2FY24
💡What excites: A software business with high growth prospects of 15-20% topline growth and higher PAT growth
💡 Some unique aspects of software business. The development to sales cycle of software business explained (we discussed this at length during our IT supersession).
💡 8 out of 12 products are in the leadership quadrant of global technology analysts like Gartner, Celent etc. Says about the strength of software business (software is a differentiated business compared to services, discussed at length in our supersession)
1⃣ Every 3rd tube produced in the oral category globally is an EPL tube.
2⃣EPL Ltd is the world’s largest specialty packaging company manufacturing laminated tubes, s in Beauty & Cosmetics, Food, Oral Care, Pharma & Healthcare and Home Care with 8 billion tubes production capacity
3⃣EPL aspires to be one of most sustainable packaging companies in the world when it comes to use of green and recycling products with significant improvement and leadership in industry sustainability ranking.