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@WithRitesh

Full Time Trader. Stocks | Economy. Modi + Yogi era. Past: Bank of America. Select Posts in Highlights!

Katılım Ekim 2009
1.2K Takip Edilen6K Takipçiler
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RS@WithRitesh·
India Inc has shrugged off a turbulent quarter better than many expected. Money Control based Ravindra Sonavane's analysis of 115 companies reporting so far, excluding JSW Steel and oil and gas firms, shows they delivered the fastest revenue growth in 14 quarters in the three months ended June 30, with aggregate revenue rising 15.6% from a year earlier. It was also the second consecutive quarter of double-digit growth, although margins remained under pressure. #Nifty #Sensex
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Things that are socially acceptable but probably shouldn't be: • Working through lunch and bragging about it. • Checking email at 11pm and calling it "dedication." • Not taking a vacation in two years. • Saying "I'm so busy" as a greeting. • Sleeping 5 hours and acting like it's a competitive advantage. • Ignoring your body until it sends you a bill you can't afford.
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RS@WithRitesh·
Happy to see proactive responses on social media, round the day from @DelhiPolice to quell concerns and false rumours. Since the protests involves large number of youth, Delhi Police are resorting to communication mediums that is best understood by the youngsters.
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RS@WithRitesh·
Folks were preparing for HDFC Bank. Axis Bank came out of syllabus.
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Spain has been dominant so far in the soccer finale. Stats: Argentina in the knockout stage: Goals before the 79th minute: 2 Goals after the 79th minute: 9
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RS@WithRitesh·
It starts in one hour. 🏆 Argentina 🇦🇷 vs Spain 🇪🇸
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Irrespective of today’s result between India vs England, Rohit Sharma and Virat Kohli have once again emphasised that they are the ADULTS in Indian Cricket. बाक़ी सब अभी बच्चे हैं, सीख रहे हैं
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RS@WithRitesh·
Bank’s results review by Motilal Oswal.
Nigel D'Souza@Nigel__DSouza

Motilal review of banking results over the weekend @MotilalOswalLtd @CNBCTV18Live 1QFY27 banking earnings: 🔹 ICICI Bank 🏦 Another solid quarter; best-in-class RoA at 2.49%. Earnings estimates raised by 4–5%. BUY | TP: ₹1,750 🔹 HDFC Bank 🏦 Loan growth gaining traction, but NIMs softened. BUY | TP: ₹1,050 🔹 Axis Bank 🏦 Margin pressure persists; lower opex & LLP supported earnings. NEUTRAL | TP: ₹1,500 🔹 Kotak Mahindra Bank 🏦 Steady performance; other income & lower provisions drive beat. BUY | TP: ₹470 🔹 Federal Bank 🏦 Strong quarter with healthy NII growth and improving asset quality. BUY | TP: ₹400 🔹 Punjab National bank 🏦 Lower provisioning boosts earnings; asset quality continues to improve. BUY | TP: ₹135 🔹 RBL Bank 🏦 Weak NII offset by lower costs; margins expected to recover. BUY | TP: ₹425 📊 Top sector pick: ICICI Bank for its consistent growth, superior profitability, and best-in-class return ratios.

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RS@WithRitesh·
Press: The third ODI cricket match at Lords will be the last match for Rohit Sharma Rohit sharma @ImRo45
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RS@WithRitesh·
The Living Legends vs The Rising Legends. Lionel Messi vs Lamine Yamal Tonight! World Cup Finale! Argentina vs Spain
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RS@WithRitesh·
Best way to decode Reliance earnings is to watch the video. So much of data compressed and made meaningful in 5 minutes. Record Quarterly Revenue of ₹3.09 Lakh Crore O2C: EBITDA hits 4-year high of ₹17,010 Cr (+17.2% YoY) EBITDA decline in Retail is on account of massive scaling up of Digital (Fast) Commerce business which costed 80 bps of margins as per company. Adjusted for that, the margins have expanded by 30 bps YoY on a revenue growth of 12% which is a big outperformance by any measure. Jio EBITDA +15% YoY, ARPU at ₹215.60 Vs ₹214.00 (QoQ) Vs ₹208.80 (YoY) Verdict: Overall good numbers by Reliance. Thanks to CNBC team of @blitzkreigm @sonalbhutra and @Reematendulkar
CNBC-TV18@CNBCTV18News

💼 RELIANCE Q1: BIG NUMBERS UNPACKED Record Quarterly Revenue of ₹3.09 Lakh Crore Retail and Oil-to-Chemicals lead from the front Jio holds steady with ARPU crossing ₹215/month @sonalbhutra, @blitzkreigm and @Reematendulkar decode the numbers #Reliance #RILEarnings #Jio #Earnings #RILnumbers #RelianceQ1

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RS@WithRitesh·
@bsheth17 @businessupturn Yes, part of consolidated numbers. Reliance Consumer is reported as a segment. Reliance Retail reported revenue of 90,408 crore iwgich is up 7.4% year-on-year. (Adjusted for the demerger of the Consumer Brands business, gross revenue growth is 11.6% year-on-year)
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@nikitabier Shouldn’t the algorithm be also tuned to suspend pay out for pure “rage bait” posts which have no standing in factual real world and are just posted to invite and promote rage/hate. A clear example attached. What’s the point and context of the lady’s post?
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Nikita Bier
Nikita Bier@nikitabier·
Some updates on the creator rev share program: 1. Soliciting engagements (“I’ll follow everyone who replies”) 3 or more times will results in removal from the program and your account will be forwarded to the policy team for suspension. Grok now catches all of these. Nearly 4000 accounts were removed from the program today. 2. Our new model now detects duplicated content at 3x the rate of the previous model. Adding watermarks, intros and other edits will send monetized impressions to the original uploader. This also includes copying viral text posts (most common one: “Twitter is like the smoking section of the internet”). We detected 1.5 million posts that were stolen this cycle. Repeated or intentional circumvention will lead to removal from the program. With these changes, over $1 million will be given back to original content creators.
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RS@WithRitesh·
Marriott Hotels has launched targeted offers today. Received “Earn double Elite Night Credits on your eligible nights” •    Register today. •    Stay at any of our hotels and resorts worldwide participating in Marriott Bonvoy now through 31/10/26. •    Get double Elite Night Credits — that’s one Elite Night Credit plus one additional Elite Night Credit for all your eligible nights. #Marriott #Bonvoy
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