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
Shubham Gupta Profile picture
Shubham Gupta
@ShubhamGupta54
Associate at Avendus Capital; Investor in Indian public and private equity market;IIT Roorkee and FMS Delhi Graduate; Cricket enthusiast
Sep 26, 2020 • 20 tweets • 4 min read
A thread dedicated to Mr. Shripal Morakhia, the great organization built by him and importance of timing in success of an Organisation.
Working closely with Mr. Morakhia in the rescue efforts of Smaash I am deeply saddened seeing the death of this great indian Startup. #Smaash Shripal started his career as EA to president at New York stock exchange. Post which he came back to India and started SSKI in late 90s. He was the entrepreneur who set up the first home grown investment bank franchise and sold it to IDFC in 2007 to IDFC at around INR 6500 Mn.
May 30, 2020 • 13 tweets • 4 min read
Max India Healthcare Demerger and a creation of new Entity.

Currently the listed max India entity has 3 businesses
1) 100% holding of Antara Business
2) 510 crores cash from stake sale of max bupa to Truenorth
3) 49.7% stake in max healthcare india limited.... 1/n Image As per the Demerger transaction max india business will be divided into two new businesses.
1) Advaita (510 cr cash+ antara business)
2) Max Healtcare Business (Max+Radiant Hospitals)

Currently the max india business is listed at market cap of 1500 crores. 2/n
May 25, 2020 • 5 tweets • 2 min read
Did a channel check on #ITC by talking to state ASM of Cig. division
1)Ciggerate sales: First one and a half month was a total lockdown and the company did total around 4% sales of the total monthly sales. In the last month they have seen a significant uptick in sales.@dmuthuk In the last one month the company has seen strong uptick and sales in South India is around 60% of original levels with a national average of around 50%.
The two states where the sales are pretty bad are Maharashtra lagging at 20% and MP at 35%.
Apr 25, 2020 • 4 tweets • 2 min read
The next mutual fund which will take complete write off and join the forces with Franklin Templeton will be BOI AXA.
All the transactions in the fund are the investee companies of KKR where those companies has defaulted with KKR.
#FranklinTempleton Image The fund is run by Alok Singh who is very close to KKR and the entire portfolio of BOI AXA is overlap of the transactions where KKR has financed the majority portion and taken write-off.