MVS_98
49 posts
@M_V_S_98 We hear your concern and we’re here to help you with this. Please share your folio number and PAN number so we can review the details and resolve this promptly.
We regret the inconvenience that you may have experienced.
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@CoinByZerodha @AxisMutualFund I am unable to redeem the units for axis global equity Alpha FoF, and receive the message that “Redemption orders for this fund are disabled for the day from the exchange,” which seems wrong as Indian markets are open? Pls help
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PN Gadgil : Slowly regaining its ground - up 40% from the lows, but still has a lot to cover
Valuations had become an absolute no-brainer at sub 15x, with visibility of 25% growth
A lot of people gave up hope here⏬
Equity Insights Elite@EquityInsightss
PN Gadgil🔻6% after fab results👊 • FY26 REV earlier guidance 9,000-9,500 Cr, now revised towards ~10,000 Cr • EBITDA margin ~7-7.25%, PAT ~4% • Will close FY26 approx at 400 Cr PAT (<20x on ttm) • Store expansion : ~105 by Mar’27 with ~25 additions in FY27 • 50:50 mix between PNG & lifestyle stores • Studded share continues to improve, over the next years, management aims to increase mix to 13-14% • FY27 growth outlook ~20%+ implying ~12,000+ Cr REV • May end FY27E on approx 480 Cr PAT Valuations : 16x on FY27E🫡
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@EquityInsightss The problem is that peers are growing faster, at cheaper forward valuations, and this turns the segment negative on png
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PN Gadgil🔻6% after fab results👊
• FY26 REV earlier guidance 9,000-9,500 Cr, now revised towards ~10,000 Cr
• EBITDA margin ~7-7.25%, PAT ~4%
• Will close FY26 approx at 400 Cr PAT (<20x on ttm)
• Store expansion : ~105 by Mar’27 with ~25 additions in FY27
• 50:50 mix between PNG & lifestyle stores
• Studded share continues to improve, over the next years, management aims to increase mix to 13-14%
• FY27 growth outlook ~20%+ implying ~12,000+ Cr REV
• May end FY27E on approx 480 Cr PAT
Valuations : 16x on FY27E🫡
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@contrarianEPS @Sudh_Luv4Equity On a seperate point, who here is valuing hospitals via pe ratio? It is irrelevant for the sector
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At one point Rainbow hospitals was trading above 70 pe. Caught my eye yesterday when it was down in such a green mkt. Was super expensive. Been in watchlist for years now. Liked it at ipo times.
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@KobeissiLetter @grok If true, what would be the likely new ex-showroom price of a BMW x1 in INR?
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BREAKING: India has reportedly reached a new trade deal with the EU and will cut tariffs on cars from 110% to 40%, with tariffs eventually falling to 10%.
India is making trade deals with the EU and Canada is making trade deals with China.
Global trade is shifting.
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@InvestRepeat @grok what is the current PE ratio for the Nasdaq 100 index, and what have the rolling 5 year average PE ratio for the index been
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⚡️ ICICI Prudential Mutual Fund reopens overseas schemes for fresh investment.
+ Nasdaq 100 Index Fund
+ US Bluechip Equity Fund
+ Strategic Metal & Energy Equity FoF
Schemes reopens on Jan 27th.
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#WATCH | Delhi | On air pollution in Delhi, Punjab CM Bhagwant Mann says, "...The smoke from Punjab doesn't even reach Delhi. For smoke to travel from Punjab to Delhi in 10 days, it requires wind blowing from North to South at 30 kmph, which never happens...The smoke that travels to Delhi stays over Connaught Place! What a joke!.. There are Haryana, Rajasthan and UP neighbouring Delhi, plus Delhi's own pollution...Even before paddy harvesting began in Punjab, Delhi's AQI reached 400... 99% of the paddy harvested in Punjab is sent across the country, rice is not even a staple food for people of Punjab..."
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Big Bang Reforms in NPS!
1) Annuity for pvt sector from 40% to 20%. Govt at 40%.
2) Part withdrawals from 3 to 6. 'Incremental' word gone. Can take most money before 60.
3) 15 yr schemes for pvt sector.
4) Max age from 75 to 85. Can defer annuity to 85.
pfrda.org.in/en/web/pfrda/w…
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@MadAboutStocks_ The issue with AC companies (imo), is that there is no player that I can look at and say, yep, that’s gonna win. Product differentiation is low in the category, but otherwise, yes, given how the environment is, this is a good long term trend
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@myvaluepicks All of fintwit gets this wrong (not sure why). PE valuation for hospitals does not make sense, enterprise valuation does.
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Promoter Suneetha Reddy sold 18.97 lakh shares of Apollo Hospitals at ₹7,850 per share. It is trading at 72x P/E.
Contrarian EPS@contrarianEPS
Cashing in at elevated valuation is quite tempting. at 60-80x pe , you are essentially getting next 7-10y return in advance. (assuming 12-15% pat cagr and 20x terminal pe)
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@MadAboutStocks_ From the wisdom of your tweets and threads, I genuinely thought you were older! Pleasantly surprised!
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Some of you guessed it right .
Had an absolute pleasure of meeting & talking exclusively with The AMAN GUPTA .🤩
I rarely take & share my pics . This one is special & hence sharing . Thank You 2025 😊
I will write a thread soon about his story , it’s so inspiring & worth sharing for an Middle Class to DREAM & make it BIG 🍀
Ron || Mad About Stocks@MadAboutStocks_
Met the second SHARK 🦈 of Shark Tank India . But getting to spend some quality time for a private chat will be one of the highlights of 2025 . Guess who ? 🚤 #Bengaluru
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I built this Excel dashboard to track your emergency fund.
Under 5 mins, you'll know:
How many months you're covered
How far you are from 3, 6, or 12 months
How long it'll take to reach full safety
Like & reply “Free” — I’ll DM you the Excel file.
(Follow so I can reach you)
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That front 3 at Manchester United can kill any club on their given day
Top 4 season coming up
Fabrizio Romano@FabrizioRomano
🚨💣 BREAKING: Benjamin Šeško to Manchester United, here we go! 🔴 Agreement club to club reached with RB Leipzig for €76.5m plus €8.5m add-ons. Šeško agreed terms until 2030. Šeško made clear on Tuesday that he wanted #MUFC, deal now reality. New striker for Amorim 🇸🇮
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@money_theory Did you need to set up a business and get GST details for it to set this up?
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I turned my 5 years of spreadsheet skills into a digital product.
Earned ₹89,698 in 3 days 🤯
No ads. No team. No courses.
If you’ve got a laptop and one skill, steal my blueprint 👇
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@AdeptMarket The “Grandmaster of Stocks” / “AdeptMarket” (looking at the name of the page and the name of the handle) is valuing a finance company/NBFC using the PE ratio 🤡🤡🤡
Better rename the page to “Beginner of Stocks” 😂
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#PFC POWER FINANCE CORPORATION - Available at Value Zone
Largest Power Finance Company
Available at a PE of just 5
4% Dividend yield
Screener.in shows the intrinsic value of the stock as 816
Market Cap 1.3 Lakh Crores
Massive Loan Book — 11.8 Lakh Crores
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@1PageFinance Bro, did you even read my response, or did you just want to be ‘right’? I said that it depends on the user. It may not be good for you, but it may be the good for another. Videography was just an example.
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@M_V_S_98 Awarding it as best just because it works for video editing is absolutely right…
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This is actually bullshit, macbook can't properly run autocad and it does not have support for many engineering software which are widely used industry.
Shine V S@ShineTechie
Once you Switch to Mac, there's no going back to Windows. MacOS Experience is ❤️
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@M_V_S_98 Majority people will give 50k or 1 Lakh to book a flat then might pay 3-5 Lakhs down payment and sign papers for 15 years without having zero investments . Invest at least 25 Lakhs in MF (might take time ) then go for loan . So you will have a appreciating asset on one side
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I have a friend who dedicated himself in MF . He invested 25 Lakhs and then he bought a home finally on family pressure . Although he pay EMI he won’t touch those MF and they do their work for him . I liked his approach and following myself
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