
Sudharson Rajendran
2K posts


@RapidResponse47 @WhiteHouse @POTUS America can't have nuclear weapons they can easily do it any place in the world similar to what to they did to Japan
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.@POTUS: "You cannot give Iran a nuclear weapon — because they would use it on a place called Israel very quickly, and they would use it in the Middle East, and they would use it in Europe, and we'd be next. And it's NOT going to happen."
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@Nigel__DSouza Seems the whole team of trump need to be admitted in mental hospital
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@REDBOXINDIA We demand #usa must Destroy all Nuclear weapons before #iran do ..
Bcz usa is the only country who used Nuclear weapons on #japan
@WhiteHouse
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@WeekendInvestng Phyco is trying to blackmail german, since german has made some comments on US Iran war ...
Physco is moving to Cuba...
Don't know when it will end...
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@niftywizard Bro, jubilant foodworks results will be weak based on the quarterly business updates.... Have a check of that too...
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@SnehiShah11 Good innings by Punjab....Karun nair will also be remembered....
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Punjab Kings are incredible, unbelievable, there’s nothing they can’t do.. successfully chased 264 with an over to spare!
Shout out also to my favourite KL Rahul, an innings to remember!
#IPL
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@ETMarkets Not due this news...this news was 3 hours before...
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#ETMarkets
US stocks: Dow Jones plummets over 500 points after Trump orders US Navy to kill any boat laying mines in Hormuz
economictimes.indiatimes.com/markets/us-sto…
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@ashwinravi99 Can we expect what doug Bolinger have done to csk?
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Bajaj Consumer buzzing for a reason
Stock is now at a 10 year high. The first question investors should ask is why.
The answer becomes clear once you go through the Income statement carefully
Reports 30% growth in H2FY26
For nearly a decade, the company struggled to cross the 1,000 Cr REV mark
FY26 is the first year where the company clearly moved beyond that level & reported 1,165 Cr REV
Even more importantly, the company delivered 21% REV growth in FY26 - the strongest growth seen in many years
Stock has seen re-rating over the last year as the market started pricing in a possible shift from a low growth FMCG profile to a higher growth trajectory
Valuation reflects this change clearly
earlier trading below 20x earnings
now trading closer to 32x earnings
Since this is an FMCG company, the base business quality was never in doubt
Strong operating cash flow generation, healthy return ratios, net debt free balance sheet
Because of this, once growth started improving, the market quickly re-rated the stock
The only important question investors now need to track going forward is
can this high double digit growth sustain over the coming years
If this kind of growth sustains, the re-rating can remain justified.

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@suson_mr this year has been weak, check past trends its in high mid teens
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Crazy de-rating in HDFC Life Insurance
Stock is currently trading near 2019 levels - nearly 7 years of consolidation
Once a market favourite, valuation multiple has sharply compressed over time
Embedded Value (EV)
FY20 - 20kCr
FY26 - 62k Cr
MCap / EV earlier - above 6x
MCap / EV now - 2x (66% derating)

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@EquityInsightss 6 size no growth, will it start to recover from here?
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Few key reasons behind this de-rating
- GST related margin pressure after withdrawal of input tax credit
- Surrender value regulation changes impacting near term profitability
- Slower Individual APE growth vs earlier expectations
- Competitive intensity in non par savings & banca channel
- Operating de-leverage impacting margins
High starting valuations was also a key factor, now see a lot of value

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@mayur_lohana @REDBOXINDIA It's mtm loss... On investment.... Same for ICICIPRULI
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@REDBOXINDIA Very bad results qoq and yoy. Sales down 32% and 18% respectively #HDFCLIFE
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@elonmusk Rowdyism and bullying of the world by US is exposed.... Any support or help can be done ?
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@DeItaone Drone from Iraq - causing blood
Drone from Saudi - only tomoto sauce
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