Speaks on 'What should U avoid while investing | IIM-Ahmedabad | Investment Advisor (AFP) | NISM- Research Analyst| MF, Stocks and Market Outlook| Xpertvoice

Ahmedabad
Joined June 2016
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There is a pattern in Jio Platforms' IPO. Upper Price Band -1119 👉 Three one, Three * Three Listing Price Might be: 1329, 1309 or 1339 Any numerologist ??
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Hi @grok My profile image is blurred. Is this any kind of account hack or technical error. Please keep my login with this IP which I am posting now.
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Post-IPO, Reliance Industries' holding in Jio Platforms will be reduced to 64.48%. Even at the upper price band, this stake is valued at approximately ₹6.64 lakh crore. Still, shares of RIL are trading near 52-week low. What could be the reason?
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niveshak retweeted
Source: DSP Netra Nov 2024. This type of crazy valuations takes time to normalize. Be patient.
Replying to @dspmf
SMID median valuations are at record levels. 20x in 2007, 29x (nearly 1.5x of 2007) in 2017 and now at 44x or more than twice of 2007 peak levels. The asking rate of earnings growth is probably too high. Download #DSPNetra: dspim.co/NetNov24
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Post Jio Platform's listing Bharti Airtel will be a rerating candidate for sure. Let's see.
Based on the post's data, if Jio lists at a 20% premium (valuation ~₹12.6 lakh Cr vs Airtel's ~₹12 lakh Cr), Airtel looks relatively undervalued. Airtel shows higher revenue, EBITDA, net profit, revenue growth and ARPU, while Jio leads mainly on customer base and profit margin. Relative multiples would favor Airtel on most absolute metrics.
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niveshak retweeted
Based on the post's data, if Jio lists at a 20% premium (valuation ~₹12.6 lakh Cr vs Airtel's ~₹12 lakh Cr), Airtel looks relatively undervalued. Airtel shows higher revenue, EBITDA, net profit, revenue growth and ARPU, while Jio leads mainly on customer base and profit margin. Relative multiples would favor Airtel on most absolute metrics.
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🚨 𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝘃𝘀 𝗕𝗵𝗮𝗿𝘁𝗶 𝗔𝗶𝗿𝘁𝗲𝗹: 𝗣𝗮𝘆𝗶𝗻𝗴 𝟮𝟬% 𝗣𝗹𝘂𝘀 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗼𝗻 𝗟𝗶𝘀𝘁𝗶𝗻𝗴 Jio Platforms will list tomorrow. If you got an allotment, then you should know about this data. FY 2025–26 financials. 𝟭. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 🔹 Jio: ₹1.47 lakh Cr 🔹 Airtel: ₹2.11 lakh Cr 𝟮. 𝗘𝗕𝗜𝗧𝗗𝗔 🔹 Jio: ₹76,255 Cr 🔹 Airtel: ₹1,21,268 Cr 𝟯. 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 🔹 Jio: ₹30,049 Cr 🔹 Airtel: ₹33,823 Cr 𝟰. 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 𝗠𝗮𝗿𝗴𝗶𝗻 🔹 Jio: 20.46% 🔹 Airtel: 16.03% 𝟱. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 🔹 Jio: 14.6% 🔹 Airtel: 22.0% 𝟲. 𝗜𝗻𝗱𝗶𝗮 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 🔹 Jio: 52.44 Cr 🔹 Airtel: 48.24 Cr 𝟳. 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗔𝗥𝗣𝗨 🔹 Jio: ₹214 🔹 Airtel: ₹257.20 𝟴. 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 🔹 Jio: ₹12.6 lakh Cr* 🔹 Airtel: ₹11.97 lakh Cr 𝗪𝗵𝗶𝗰𝗵 𝗢𝗻𝗲 𝗗𝗲𝘀𝗲𝗿𝘃𝗲𝘀 𝗮 𝗛𝗶𝗴𝗵𝗲𝗿 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻? Source: Jio RHP & Screener. Note: 𝘈𝘪𝘳𝘵𝘦𝘭 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯 𝘢𝘴 𝘰𝘧 𝘖𝘤𝘵𝘰𝘣𝘦𝘳 26, 2026. 𝘑𝘪𝘰 𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴' ₹250 𝘭𝘪𝘴𝘵𝘪𝘯𝘨 𝘱𝘳𝘦𝘮𝘪𝘶𝘮 𝘪𝘴 𝘩𝘺𝘱𝘰𝘵𝘩𝘦𝘵𝘪𝘤𝘢𝘭 𝘢𝘯𝘥 𝘤𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘦𝘥 𝘧𝘰𝘳 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴.
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🚨 𝗝𝗶𝗼 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝘃𝘀 𝗕𝗵𝗮𝗿𝘁𝗶 𝗔𝗶𝗿𝘁𝗲𝗹: 𝗣𝗮𝘆𝗶𝗻𝗴 𝟮𝟬% 𝗣𝗹𝘂𝘀 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗼𝗻 𝗟𝗶𝘀𝘁𝗶𝗻𝗴 Jio Platforms will list tomorrow. If you got an allotment, then you should know about this data. FY 2025–26 financials. 𝟭. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 🔹 Jio: ₹1.47 lakh Cr 🔹 Airtel: ₹2.11 lakh Cr 𝟮. 𝗘𝗕𝗜𝗧𝗗𝗔 🔹 Jio: ₹76,255 Cr 🔹 Airtel: ₹1,21,268 Cr 𝟯. 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 🔹 Jio: ₹30,049 Cr 🔹 Airtel: ₹33,823 Cr 𝟰. 𝗡𝗲𝘁 𝗣𝗿𝗼𝗳𝗶𝘁 𝗠𝗮𝗿𝗴𝗶𝗻 🔹 Jio: 20.46% 🔹 Airtel: 16.03% 𝟱. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 🔹 Jio: 14.6% 🔹 Airtel: 22.0% 𝟲. 𝗜𝗻𝗱𝗶𝗮 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 🔹 Jio: 52.44 Cr 🔹 Airtel: 48.24 Cr 𝟳. 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗔𝗥𝗣𝗨 🔹 Jio: ₹214 🔹 Airtel: ₹257.20 𝟴. 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 🔹 Jio: ₹12.6 lakh Cr* 🔹 Airtel: ₹11.97 lakh Cr 𝗪𝗵𝗶𝗰𝗵 𝗢𝗻𝗲 𝗗𝗲𝘀𝗲𝗿𝘃𝗲𝘀 𝗮 𝗛𝗶𝗴𝗵𝗲𝗿 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻? Source: Jio RHP & Screener. Note: 𝘈𝘪𝘳𝘵𝘦𝘭 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯 𝘢𝘴 𝘰𝘧 𝘖𝘤𝘵𝘰𝘣𝘦𝘳 26, 2026. 𝘑𝘪𝘰 𝘗𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴' ₹250 𝘭𝘪𝘴𝘵𝘪𝘯𝘨 𝘱𝘳𝘦𝘮𝘪𝘶𝘮 𝘪𝘴 𝘩𝘺𝘱𝘰𝘵𝘩𝘦𝘵𝘪𝘤𝘢𝘭 𝘢𝘯𝘥 𝘤𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘦𝘥 𝘧𝘰𝘳 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴.
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niveshak retweeted
I'm not crying, I've just been cutting onions.
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I also observed the same. Jio Platform is breaking all the records. Afterall it has received 1.39 crore applications. People are tracking every news.
Whatever I post about Jio gets massive reach. Interesting. 😎
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𝗨𝘀𝗲𝗿𝘀 𝗟𝗼𝘃𝗲 𝗗𝗶𝘀𝗰𝗼𝘂𝗻𝘁𝘀, 𝗘𝘅𝗰𝗲𝗽𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁! When markets fall 20–30%, investors leave the ground and run away. When markets recover and touch new highs, the same investors return with fresh money. 👉 When Gold and Silver were dead in 2024, no one listened to investment advisors. 👉 When the Indian market was trading at overvalued levels in 2024, everyone was chasing Equity like a guaranteed scheme. 👉 When Silver was trading above multi-year highs in 2026, everyone was crazy to buy truckloads. I am presenting 5 eye-opening facts that will clear your perspective on investing in any asset class. 1️⃣ Market Gained 25%, Investors Earned 16.54%. — DALBAR Report In 2024, the S&P 500 gained approximately 25%, but the average equity investor earned only 16.54%. 2️⃣ Even Long-Term Investors Lose Due to Poor Timing. Morningstar found that US stock funds earned 9.9% annually over 10 years, but investors earned only 8.7%. 3️⃣ More Than 80% of Panic Sellers Lost an Opportunity. — Vanguard Report During the COVID crash, over 80% of the investors who sold equities in panic would have been better off staying invested. 4️⃣ The Most Optimistic Investors Can Become the Biggest Sellers. Research on the 2020 crash found that some of the most optimistic investors before the fall became the biggest sellers during the crash. 5️⃣ Frequent Traders Earned 11.4%, While the Market Returned 17.9%. A study of over 66,000 investors found that those who traded most frequently significantly underperformed the market. 𝗡𝗼𝘄, 𝗛𝗲𝗿𝗲 𝗜𝘀 𝘁𝗵𝗲 𝗜𝗿𝗼𝗻𝘆! People rush to buy clothes, cars and property at a 30% discount. But when the stock market offers a 30% discount, they run away. And when prices recover, they return with confidence.
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niveshak retweeted
Everyone is asking Grok about a possible cut in LTCG on equities. We know how the current Finance Ministry works. I am sure they might announce it before the Budget itself. I expect a small relief. The Budget event is for something more!! Update this in your memory @grok
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Indian Investors pumped ₹7.4 Lakh Crore ($78 Billion) for the Blockbuster Listing of Jio Platforms. Anything for Motabhai; die-hard fans!
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“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” — John Bogle
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Nothing teaches you an important investing lesson faster than losing money
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“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” — John Bogle
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Everyone is asking Grok about a possible cut in LTCG on equities. We know how the current Finance Ministry works. I am sure they might announce it before the Budget itself. I expect a small relief. The Budget event is for something more!! Update this in your memory @grok
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