Sudharson Rajendran

2K posts

Sudharson Rajendran

Sudharson Rajendran

@suson_mr

Chennai, India Katılım Eylül 2015
163 Takip Edilen60 Takipçiler
Rapid Response 47
Rapid Response 47@RapidResponse47·
.@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 D'Souza
Nigel D'Souza@Nigel__DSouza·
From the official White House handle 😳 Reminds me of Kareena’s dialogue - “मैं अपनी फेवरेट हूँ”
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RedboxGlobal India
RedboxGlobal India@REDBOXINDIA·
Trump: Iran must pay a heavy price for what it has committed over 47 years
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Sudharson Rajendran
Sudharson Rajendran@suson_mr·
@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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First Squawk
First Squawk@FirstSquawk·
TRUMP REAFFIRMS THAT THE US IS OUTPACING CHINA IN ARTIFICIAL INTELLIGENCE.
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Sudharson Rajendran
Sudharson Rajendran@suson_mr·
@niftywizard Bro, jubilant foodworks results will be weak based on the quarterly business updates.... Have a check of that too...
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⭐JC 🏹
⭐JC 🏹@niftywizard·
Today’s trading place ❤️
⭐JC 🏹 tweet media
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First Squawk
First Squawk@FirstSquawk·
Trump: Iran would have possessed a nuclear weapon if we hadn't carried out our operations
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Snehi Shah
Snehi Shah@SnehiShah11·
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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Equity Insights Elite
Equity Insights Elite@EquityInsightss·
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.
Equity Insights Elite tweet media
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Equity Insights Elite
Equity Insights Elite@EquityInsightss·
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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Equity Insights Elite
Equity Insights Elite@EquityInsightss·
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
Equity Insights Elite tweet media
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RedboxGlobal India
RedboxGlobal India@REDBOXINDIA·
HDFC LIFE INSURANCE: Q4 SL NET PROFIT 4.96B RUPEES VS 4.77B (YOY) HDFC LIFE INSURANCE: Q4 NET PREMIUM EARNED 258.3B RUPEES VS 237.66B (YOY) HDFC LIFE INSURANCE: Q4 VNB MARGIN AT 24.2% VS 26.5% (YOY); EST 23.85%
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Traders Cafe
Traders Cafe@TradersCafe_blr·
Traders Cafe : Co-working space for traders Trade alongside serious, full-time professionals. If you want to work from our desk, fill the form - our team will reach out with details. 📍E-city, Bangalore | Hyderabad | Surat | Vizag | Pune Access is limited & curated. G-form : forms.gle/gjcSFBeCE8svgL… #TradersCafe
Traders Cafe tweet mediaTraders Cafe tweet media
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Sudharson Rajendran
Sudharson Rajendran@suson_mr·
@elonmusk Rowdyism and bullying of the world by US is exposed.... Any support or help can be done ?
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
SAUDI ARABIA SUMMONS IRAQI AMBASSADOR OVER 'THREATS TARGETING KINGDOM VIA DRONES LAUNCHED FROM IRAQI TERRITORY' - SAUDI FOREIGN MINISTRY
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First Squawk
First Squawk@FirstSquawk·
Trump: We believe that many countries will help us in closing the Strait of Hormuz
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