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
Rajarshi Shome Profile picture
Rajarshi Shome
@shome_rajarshi
Registration Link for the Workshops: https://t.co/NLYAiIvS2W
May 24, 2023 • 7 tweets • 3 min read
Bharat Wire Ropes Ltd:-

The company is one of the largest manufacturers of Steel Wire Ropes in India. The company is one of the leading manufacturers of speciality steel wires, steel wire ropes, slings and strands, with over thousands of varieties of products.

Industry… twitter.com/i/web/status/1… ImageImage The company has turned around from posting losses of Rs 61 CR in FY20 to posting profits of Rs 62 CR in FY23.

Strong balance sheet with no ALM mismatch. Negligible debt on the books.

Improving cash conversion cycle. Image
Feb 5, 2023 • 19 tweets • 5 min read
Inflame Appliances:-

1. The company is incorporated in 2017 and is in the business of manufacturing various kitchen appliances such as Kitchen Hoods, Gas Hobs and LPG Stoves.

2. The company is among the top 3 manufacturers of electric Kitchen Hoods (chimneys) in India Image 3. The market for Kitchen Hoods is almost 2 mil a year and growing at 15% CAGR.

4. The penetration for electric chimneys is less and the growth potential is immense.

5. The company manufactures hoods for Indian marketer companies in their own brand.
Jan 14, 2023 • 7 tweets • 2 min read
Stock allocation matter more than stock name.

A short thread!

Questions:-
1. What is the percentage of your net worth in stocks?

Most people have 90% of their net worth in debt instruments so the amount of time you give to analyse stocks become meaningless.

Contd.. 2. What is the percentage allocation of individual stocks in the equity portfolio?

Any allocation less than 5% would mean that the stock movement in either direction would not make any difference to the portfolio. So why have such allocations?

Contd…
Jan 13, 2023 • 5 tweets • 4 min read
We track businesses by writing threads. The threads containing the Investor Presentations and Con Call highlights. It helps us to validate management guidance.

Sharing the thread on the banking space. It will be be great refresher before the Q3 earnings season. 1. HDFC Bank:

2. AU Small Finance Bank:


3. Axis Bank:


4. Bandhan Bank:


5. CSB Bank:


6. CUB Bank:
Oct 28, 2022 • 30 tweets • 10 min read
South India Bank Q2FY23 Earnings Update:-

1. PAT up 100% QOQ to Rs 223 CR. The bank posted losses of Rs 187 CR in Q2FY22.

2. Highest NII at Rs 726 CR vs Rs 527 CR YOY

3. Advances up 17% YOY to Rs 58309 CR (New book of Rs 33768 CR has NIM 3.6%, GNPA 0.03% and SMA2 0.3%) Image 4. CAR at 16.04% as at Sep 2022 vs 13.94% YOY

5. Asset Quality is improving for the bank:
NNPA 2.41%

6. Disbursals have gone up 200% YOY to Rs 26089 CR in HIFY23

7. The bank is getting aggressive on unsecured retail (on a small base) Image
Sep 18, 2022 • 4 tweets • 1 min read
Sanghvi Movers Q1FY23 Update:-

1. Revenue down 23% QOQ and up 42% YOY to Rs 100 CR

2. PAT down 22% QOQ to Rs 14.5 CR

3. The company suffered a loss of Rs 2.5 CR in Q1FY22 Business Model:

Sanghvi Movers is the largest crane rental company in India.

CAPEX (FY23): Rs 130 CR Image
Sep 17, 2022 • 4 tweets • 1 min read
Gokaldas Exports:-

1. Revenue up 5% QOQ and up 154% YOY to Rs 612 CR

2. PAT down 35% QOQ to Rs 39 CR.

3. The company suffered a loss of Rs 2.5 CR in Q1FY22 Business Model: Image
Aug 26, 2022 • 21 tweets • 4 min read
Banking Sector Q1FY23 Update:-

1. Credit Growth has picked up across the spectrum. Both Private and PSU banks have been lending aggressive.

The QOQ and YOY growth in the Loan Book of the Banks:

HDFC Bank 1.6%, 21.6%
Kotak Mahindra Bank 3.32%, 29%
(1/N) ICICI Bank 4.1%, 21.2%
Axis Bank -0.8%, 14%
IndusInd Bank 4%, 18%
Federal Bank 4.6%, 16%
AU SFB 6%, 37%
Equitas SFB 6%, 22%
RBL Bank 0%, 7%
CSB Bank 2%, 16.8%
IDFC First Bank 6.4%, 22%
DCB Bank -13%, 17.8%
SBI 3.5%, 14.9%
Bandhan Bank -3%, 20%
Ujjivan SFB 7%, 38%
(2/N)
May 5, 2020 • 17 tweets • 3 min read
Bajaj Finance has a Cash/AUM of 12.5%
Cash Rs 18000 CR
AUM Rs 1,47,000 CR

It means that they lose 12.5% of their book and yet could survive with ease. Irrational fear has engulfed everybody.

Possibility of 12.5% is next to impossible.Their NPA have to rise by 900% The average Cash/AUM book of the NBFC sector is at 6.5%.