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Data Investor

@DataInvestor_

Devotee at the temple of Capital Allocation. Playing with data @Data4Investing

Dalal Street Katılım Kasım 2023
149 Takip Edilen771 Takipçiler
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Data Investor
Data Investor@DataInvestor_·
✨Built a new Chrome Extension for Screener: UNiFY-Screener : Valuations, Growth & TradingView 1️⃣Add TradingView Link → Especially for techno-funda investors screening 30+ stocks daily. Instantly jump from a stocks's fundamentals to it's TradingView Chart with a single click. 2️⃣Bull/Base/Bear Case | | Valuations → Just like analysts who give out bull base bear case. We can have quick sanity check on Valuation, calculate upside & forward PE and download it. 3️⃣ QOQ Growth: → Track Quarter-on-Quarter growth for Sales, EBITDA, Net Profit, and EPS (growth includes exceptional items). The extension should be live in 48 hours currently under review by Google. Also will open source code so you can run on your favourite browser. Thank You and Happy Investing ! #BuildInPublic
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Data Investor
Data Investor@DataInvestor_·
Va tech Wabag Decent Momentum in Earnings. Profit growing faster than Sales. 5 Rs Dividend declared. No buy/sell reco
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Data Investor
Data Investor@DataInvestor_·
Can’t wait for sme’s and microcaps to add Parle to their company names like they added Renewables and Solar.
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Data Investor
Data Investor@DataInvestor_·
Welspun Corp from 787 to 1320 Another Proxy play to Natural Gas Driven data centres
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Data Investor@DataInvestor_

Welspun Corp Valuations Snapshot Mngt Guidance :- Medium-Term Outlook (3 Years) Revenue CAGR: 10-12%. EBITDA CAGR: >15%. Capex: 5500 cr Bull case: 12% Cagr and 50 bps margin expansion Forward PE of 7.3 for fy28 on CMP ₹ 787 and no equity dilution. Triggers :- -> Capacity Expansion -> USA data center(gas powered) orders and demand -> Sintex 2000cr -> 5000cr brand with mid teen margin Key Risks :- -> USA (weakens of usa market if any in future due to ai/debt) -> JJM funding dry up (Self Note) No Buy/Sell reco.

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Data Investor retweetledi
NDTV Profit
NDTV Profit@NDTVProfitIndia·
#KnowYourCompany | TD Power Systems MD Nikhil Kumar on margin pressures, capex plans for large generators and more with @Sharad9Dubey.
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Data Investor
Data Investor@DataInvestor_·
How POCL has de- leveraged over it’s years
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Data Investor
Data Investor@DataInvestor_·
ROE breakdown of POCL vs Gravita. Interesting is Asset Turnover comparison. Pocl 2.8 Gravita 1.3 The higher the asset turnover the more efficient the business is in using it’s assets to generate sales. Also it is signals use of automation and efficient factory practices
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Data Investor
Data Investor@DataInvestor_·
Td Power has been truly an amazing bet. Customers like google fervo and now space X. Kudos to the team and Nikhil Kumar🙌🙏 Also mngt has asked approval on 1:2 split. No buy/sell reco
Data Investor@DataInvestor_

@stockastician Yes, unless new capacity plans. Also they are foraying into larger size generators. Awaiting concall

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Data Investor
Data Investor@DataInvestor_·
@stockastician Not very great user exp with BoB. Bad UI, frequent downtimes on app etc
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Market Mentor
Market Mentor@stockastician·
Which public sector bank has smooth online banking experience relatively? I am looking to open a savings account. I am interested in PNB, BOB, Canara banks currently, what is everyone's experience? #BankSystem
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Data Investor
Data Investor@DataInvestor_·
@faltoo @screener_in @ayushmitt Thank you for clearing the confusion, but won’t gain on investments come in other income? So Fy 25 revenue 2,231 and other income 290 making total 2520 ? As for FY26 we have done that way know?
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Pratyush Mittal
Pratyush Mittal@faltoo·
@DataInvestor_ @screener_in @ayushmitt We are showing revenue inclusive of income from "gain on investments" since it is related to primary business of the company. Our data team regroups certain line-items, if details are available, to make them comparable across companies and across years.
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Data Investor
Data Investor@DataInvestor_·
Some error in Annual Profit & Loss data of Nippon India in Screener Sum of 4 Quarters of Fy25 not matching with FY25 annual figure Have also attached Annual Figure comparison with other data source FY 25 revenue was 2231 but website shows 2518 @screener_in @faltoo @ayushmitt
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Data Investor
Data Investor@DataInvestor_·
Highest Quality business are those which does not require capital to grow. No buy/sell reco
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Data Investor
Data Investor@DataInvestor_·
AMC’s rare kind of businesses where we witness both GROWTH and DIVIDEND Nippon india sharing 90% of earnings with investors via dividend & also growing eps by 20%. Growth comes without the need of much Capital due to Monopoly and top notch twin engine asset light business model
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Data Investor@DataInvestor_

AMC’s Unique Twin Growth Engine Model — Explained with an Analogy When you order food on Zomato or buy an AC/TV in 2023, the value and profit are realised only in that financial year. That transaction has zero impact on FY26 earnings. But mutual fund SIPs work very differently. A SIP invested in 2023, if not redeemed, continues to sit in AUM in FY26. So: SIP done 3 years ago SIP done last month 👉 Both contribute to current AUM 👉 Both generate commission today Why this is powerful AMCs earn on: New inflows (fresh SIPs) Existing money compounding over time This creates a twin growth engine: Engine 1: Continuous SIP inflows Engine 2: Compounding AUM that never resets unless redeemed Unlike traditional businesses where revenue is one-time, AMCs benefit from cumulative and compounding value creation.

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Data Investor
Data Investor@DataInvestor_·
Also ROE Breakdown of it’s peers HDFC AMC & Nippon India respectively.
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Data Investor
Data Investor@DataInvestor_·
What’s driving ICICI AMC’s exceptionally high 85.8% ROE? Decomposition of ICICI AMC’s ROE 👇
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Data Investor@DataInvestor_

Different drivers of Return on Equity (ROE) using DuPont Analysis ➡DuPont Analysis = NPM × AT × EM ➡NPM → Net Profit Margin (Net Profit / Revenue) ➡AT → Asset Turnover (Revenue / Average Total Assets) The asset turnover ratio is a measure of how company uses its assets to generate revenue. ➡EM → Equity Multiplier (Average Total Assets / Average Shareholder's Equity) Indirect analysis of a company's use of debt to finance its assets. The formula after some cancellation is the commonly used ROE formula → (Net Profit / Average Shareholder's Equity) Will add Asset Turnover and Equity multiplier on chartscreener.pages.dev soon. Full read: investopedia.com/terms/d/dupont…

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Data Investor
Data Investor@DataInvestor_·
TD power hits all time high today Expensive stocks can keep getting more expensive 😅 Trailing at 70 PE.
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Normal Guy
Normal Guy@Normal_2610·
Deepak Kumar Sinha, who was recently appointed as the CEO of TD Power Served as the Chief Executive and Whole-time Director of L&T-MHI Power Turbine Generators Private Limited (LMTG) His career includes over 30 years in the power sector, with senior leadership positions at GE Power and earlier experience as a Graduate Engineer Trainee at Bharat Heavy Electricals Limited (BHEL
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Data Investor
Data Investor@DataInvestor_·
The Indigenous Akash Air defence system Src - r/IndianDefense
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Data Investor
Data Investor@DataInvestor_·
VSHORADS stands for Very Short Range Air Defense Systems, and Tejorup Sunmay Systems Private Limited are in the process of developing laser beam riding man-portable missiles. Diffusion Engineers(Listed) bought 10% stake in this company. Tejorup have been able to secure a project prototype sanction order under Make II category of DAP 2020. And they are only one of the two companies in India who have got this project sanction order. And they are in advanced stages of developing the solution which is needed for these man-portable missiles, which have become very, very critical for manning and for protecting our borderlines. And currently, there is no other Indian company or, in fact, in the world, there are only two companies who have this solution. And this Indian company is now trying to develop this under Atmanirbhar Bharat and make a full indigenous solution. [Concall Extract] This sounded very interesting so decided to investigate further. ➡But was disappointed when saw their website at first. There is 0 information about anything. tejorup-sunmay.in ➡Moved to linkedin to find some interns & engineers working nothing special and hiring posts for engineers for 4-7 LPA for 2 to 5 yrs of exp & unpaid intern for 6 months. Could not find any more information. If someone tracking this companies can help with more information and fact check, progress etc. Strictly no buy/sell reco @inv_vin8 @Manojeet_Das Thank you
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@itsTarH @SureshKBN @ishmohit1 @Normal_2610 @Sharad9Dubey @CNBC_Awaaz @contrarianEPS @soicfinance