Sumit Kedia

@cards_wizard Is it necessary to purchase or through payzapp or it will also work through smartbuy desktop website and using hdfc cc?

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@sandipsabharwal Hey @grok explain this further

#Gold and #Silver have a 1.2% weightage in the Indian Consumer Price Index Prices are up 40% over the last 12 months Which means nearly 0.5% of the entire 3.6% increase in CPI is due to Gold & Silver Prices Monetary Policy can do nothing to these prices that are globally driven More importantly No other country includes precious metals in CPI calculations. Interest rates in India are too high @RBI @FinMinIndia

@Alchemist1320 Kalyani - whats your view on the selling by one of the promoter entities?

Purely on corporate governance parameters and softer aspects , I consider below as top class in my PF Effwa Gargi Kalyani Cast Also as per my good faith assessment, no concern in most other PF companies as well.

@unseenvalue How to assess the segments of the value chain to best play this theme?

#BioSecure will secure many investors. Timeline—3 years for 3x and more. Stocks will rerate ahead of the earnings. Markets are forward looking.

We just received an in-principle approval from SEBI to launch a mutual fund! This coincides with us turning 10, and we're grateful for the opportunity. The work to build an AMC for a final approval begins. It's going to involve a lot of hard work, love the challenge!

😃

@VishalBhargava5 Interesting view. Any views on the new launch by Godrej in Vikhroli - Vistas?

The massive Mumbai housing supply strikes. The signals are visible that many builders are feeling the pinch. This will be the year that home prices will fall. Buyers will get good deals BUT they shouldn’t get carried away. moneycontrol.com/news/business/…

@deepakshenoy aweomse Deepak, many congratulations!

1500 cr. If we close where we are right now. Such an incredible ride it's been. I know it's ephemeral, and markets taketh away what they giveth etc. More formally, when it happens, but I'm kinda sorta holding breath.

👉 National Investment and Infrastructure Fund #NIIF launches $600 million India-Japan Fund #IJF with Government of India and Japan Bank for International Cooperation #JBIC as anchor investors 👉 India-Japan Fund will focus on investing in environmental sustainability and low carbon emission strategies besides further enhancing Japanese investments into India 👉 The setting up of India Japan Fund represents a key milestone in the strategic and economic partnership between the Government of Japan and Government of India Read more ➡️ pib.gov.in/PressReleaseIf…

@itsTarH yeah big overhang. just to highlight - co hasnt paid much dividend in LTM (i think only 1 rs with yield of ~0%).

Risk played out in #CMSInfo today Promoter sold further ~20% stake This when the CEO mentioned PE Fund has no further intention to sell any more stake in latest concall😅 This is a good growing high dividend paying business but I doubt share price will do much if after every 20% move PE fund is ready to sell more investkaroindia.co.in/p/cmsinfosyste…

@_ThirdSide_ @Moneylifers I think your assumption of a 20% holding company discount is quite low; most of the other holding companies (Godrej, Bajaj, Kama, etc) are trading at a 50-60% discount. What do you think?

181,000 Cr. less current market value of various subsidiary/associate equity stakes (55,000Cr) implies only 126,000Cr value for M&M's domestic auto & farm business. Usually market applies a "Holding Company discount" on value of stakes held. So, after this discount, implied value of auto & farm biz is market cap of 181,000 less 55,000*80% = 138,000 Now, what I am saying is that 138,000Cr for a business generating 13,500 Cr of EBITDA in this year is too less. This implies a Value-to-EBITDA ratio of only around 10x while Maruti or Leyland or Tata Motors trade at 15-18x. Hence, M&M is very undervalued.

M&M: With 280K existing bookings + 48K new ones every month vs. billing of only 33K & another 20% rise in capacity, earnings will continue to blowout even if CVs & tractors don't perform. Currently at 1-y fwd EV/EBITDA of 8.8x - mind numbingly cheap. This is a silly shakeout! SoTP revised post-results after factoring in 1Q update

Yesterday, India announced it is "restricting" the import of laptops, tablets, all-in-one personal computers and servers with immediate effect. Big, right? This thread tries to explain the background, impact, the laptop value chain and stocks to play the shift. 1/n

@Investindia6 this is extremely interesting. can you pls help let me know from where you get the import data?

While Solex energy imports were only 1 cr.Not only this for the month of May 23- the imports for Insolation group was 17 cr and Solex energy was 4.5 cr. Remember, no co in this set has a solar cell mfg yet- they are all dependent on imports.

People are talking of Solex energy, Waaree as the biggest themes in solar panel mfg. To me, Insolation enery is most undervald. So, i got the Jun month solar cell import data for India wich confirmed my bias. Insolation grp imported 17 cr worth of solar cells(check screeshot)

To enhance the listening experience & make it more convenient for everyone, we hv included video chapters with timestamps. I hope this improvement enhances the user experience. H/t @InvestmentBook1 Appreciate retweet 🔁 Help spread the word.👇 youtu.be/25sZfFwoU_I

Over the last 8 years, I have interacted with more than 3000 Indian consumers with HHI greater than 5 LPA through a mix of POS interactions, home visits, pre-sales and service calls 12 observations/trends which could be relevant for founders building in consumer brands/tech👇👇

@itsTarH Quite comprehensive. Jupiter just looks slightly overpriced. Will provide a better picture if you add a column on yields; psu are throwing out cash.

Railway Related Stocks and Their Key Financials ⤵️ Easy to identify profit pools and outliers when everything is analyzed together

@itsTarH completely agree with the broad thesis. significant investments being made across the entire IR value chain. any names that you are tracking - apart from Jupiter? any views on the IR PSUs?

India has one of the highest cost of logistics in the world India also has one of the highest inland railway network of any country in the world To reduce logistics costs to govt target of 8% from current 12%+, we have to use more of railways along with inland waterways

Lot of promoter activity and strength in railway related stocks esp direct beneficiaries of freight corridor expansion projects and high speed passenger rail Just my speculation but Railway Budget this time could be very significant Good time to study the sector 🚂

We literally went through the annual reports of more than 150 companies over the last 3 years!🇮🇳 Here are 15 top insights on Business in Bharat from all of that analysis. I'm a bootstrapped small business owner trying to grow on Twitter. Please RT if this thread added value. ♻️

@CardMavenIn hi - does Axis Magnus give reward points for transactions towards insurance premium payments as well?

Axis Bank Magnus is the credit card to get today if you prefer to transfer your reward points to airlines and hotel loyalty programs. It beats Infinia hands-down with a better earn rate for points and has more transfer partners as well. cardmaven.in/axis-bank-magn…

Feeling elated to share @MultipieSocial has been acquired by @ICICI_Direct. Keeping the ethos of this message, we promise to keep adding value at a bigger scale. Also, I am joining ICICI Securities as Lead - Content and Community. We have good things in store!