Financial Markets

Joined November 2020
TCS analyst estimate revisions vs. stock price. Price action since Jan 2026 is way worse than earnings estimate revisions i.e. fall almost entirely driven by de-rating. Value or value trap ? Can argue for both sides. Time will tell. @Reematendulkar
117
Abhimanshree road seeing massive jams. Pashan road continues to be dug up. Aundh road is also dug up in several places with shoddy cover jobs done. All causing MAJOR traffic jams in this part of town making it unliveable @SidShirole @PuneCityTraffic
1
243
VBL is now worth almost as much as Dabur and Marico *combined*. What am I missing here? @_ThirdSide_
1
254
Now that we have a very prominent magazine cover story, safe to say the worst is already behind and things should improve on this front 😅? @_ThirdSide_ @contrarianEPS
There may be a heatwave in Europe at present, but winter is coming. It promises to be brutal and divisive: the energy crisis is rapidly worsening as Vladimir Putin strangles gas supplies econ.st/3APoqoQ
1
4
E2W and EV are way too easy for you sir. You should aim for electric spacecraft 🚀 which can give you a multi trillion dollar mkt cap.
Hi @theTIKR , II am unable to sign in. Down for maintenance?
This is potentially big news for Kirloskar Electric. Market cap ~INR 160 cr. EV ~INR 290 cr. Deal to sell 32 acres of land for INR 100 cr. Lets see. Disc : No recos.
1
Replying to @WealthEnrich
How exactly have they ventured successfully in the EV space ? Which tremendous EV capacities does Hero have *currently* ? How exactly is it 'far ahead' of Bajaj ? Do enlighten. Disc : Long Hero. Good risk : reward. But under no fancy illusions.
1
4
@_ThirdSide_ you should do this kind of analysis man. Don't know why you waste time digging up details, analyzing trends, estimating whr nos might come in vs sell side & buyside, etc. 🙃
2
2
hope they consult experts before imposing Lockdown Thyrocare Technologies: Recent Covid-19 surge not as threatening as the first wave: Dr A Velumani, Thyrocare Technologies - The Economic Times - m.economictimes.com/industry…
9
7
2
69
Mandatory RTPCR tests every 15 days in Mah for industry, trade and services is completely untenable and without scientific basis . We don’t have the lab capacity and this will delay tests for those with symptoms. Also result in frauds . For half the cost, we can vaccinate all. – at Pune, India
54
296
45
1,278
Thank you @narendramodi ji & @mohfw_india for making #Vaccination available for everyone above 45 yrs I also urge you to consider our request to increase #Pune's quota & open-up vaccinations for above 30 yrs to help control pandemic in the worst #COVID19 hit city. @ChDadaPatil
Starting 1st of April 2021, everyone above the age of 45 years (with or without comorbities) will be eligible for #COVID19 #vaccination. All those who qualify should register and schedule their appointments for thier closest #vaccination center.
7
23
136
#LockDown is not the solution, Vigilance & strict enforcement of protocols is. With the surge in #COVID19 cases there might be an appeal to find the easy way out & implement a strict lock-down across #Pune; which I believe serves no purpose & hurts both the economy & morale (1/3)
24
108
8
715
Replying to @darshanvmehta1
@darshanvmehta1 anything up in Honeywell Automation? Big jump in price + volumes at the open.
1
I guess this is driving flows today.
@3MIndia Would appreciate it if you could at least add a press release along with your quarterly results giving at least some color on the qualitative aspects such as demand conditions, Co specific actions taken, etc. during the Q.
1
1
@3MIndia while a quarterly conf call would be the most ideal, a simple one pager summarizing the qualitative aspects of the Q gone by with some big picture outlook comments is surely not too much to ask.
🎁 Ready for great start of 2021 in your investing journey? Here is an ultimate TechnoFunda Excel Screener Template (worth INR 4,999) GIFT for 2021 Just retweet🔁and register below: FREE for only for first 1000 action takers Register: technofunda.co/excel #TechnoFunda
Bector +100%. BRIT -1%. Difficult to justify but it is what it is @blitzkreigm
Replying to @blitzkreigm
Agreed. But 54x not necessarily comparable. If u annualize 1HFY21 for Bector, its offered at 24x or so. Brit trading at 42x on 1HFY21. BK vs Westlife was much more comparable in terms of product PF overlap too. Would love to be wrong and see BRIT rally but dont see that happening