BC IPO

ContrarianEPS
@contrarianEPS 4 years, 11 months ago 981 views

zomato reports larger loss than previous quarter

analyst prepping for concall: sir, what is the reason for the loss with rebound in sales and expected operating leverage.

zomato: sorry we don’t hold concall

More from ContrarianEPS

@SunDudez @Iamsamirarora Even if one had invested when Infosys valuations' were at its peak, one would have still made index-par returns in hindsight

ContrarianEPS
@contrarianEPS

all investors must honestly compute their last 3 & 5 y return.
if it is less than even fd return, hire an advisor or sip in index/ mf.

Losing money on free tips is okay.

But buying an investment book worth Rs. 500/- is a waste of money.

Random observation \U0001f937\u200d\u2640\ufe0f
— Vivek (@Vivek_Investor) June 10, 2021

https://t.co/6FLAcqgKzc

ContrarianEPS
@contrarianEPS

@Bapu__Mishra hardly. 30-40 stocks is fine

ContrarianEPS
@contrarianEPS

when a stock you own becomes expensive, you rationalize holding on by calling it a compounder. base rate says v v few stocks are real compounders , rest are just pigs with lipstick.

ContrarianEPS
@contrarianEPS

earning growth -skill
re rating - luck

those who don’t believe this, haven’t been in the market long enough to understand this.

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Napoleon_in_rags
@am_says

@kunalb11 Over-startupting

Amit Mantri
@amitmantri

Bull markets are a great time for fraudster promoters to make money. If you are a fraudster and also want to benefit from this bull market, here's a thread that explains how you can defraud shareholders and get rich.

1. Have a good story to catch investor's attention. Something like "only listed XYZ company" will help. Has zero value in terms of improving long-term cash flows of the business but is excellent branding for a stock. Change the name of the company to what's booming in the market

2. Draw analogies to D-Mart or other businesses that investors love (next Page Industries maybe?). Doesn't matter if your business is nothing like the ones you are comparing it with.

3. Give aggressive guidance. 15% growth is pedestrian. Talk stuff like 1 lakh cr sales/loan book or 50% growth for next 10 years. Your stock should be a potential multi-multi-bagger. Claim that there is no limit to how large you can be.

4. Start making up the numbers. Only Revenue and PAT matters. So don't worry if the Balance Sheet has all sorts of large unexplained scary stuff. No one looks at the BS in a bull market.

Deepak Shenoy
@deepakshenoy

This is a very weird market. Some of the recent IPOs doing well. Old gen stocks not so much. This doesn't augur that well really - needs a trigger to take it back up

One look at the FII data, and god, they are selling like crazy, you would think. But THEY ARE NOT.

FPI data from NSDL (This is the accurate source, not the exchanges) shows that FIIs have put in a whopping 27,000 cr. into IPOs, while taking money out of other stocks.

In fact FII investments in total have been very very high in 2021 with over 95,000 cr. invested. Biggest year for Debt since 2017.

Here's a look at how the Foreign Investors have been investing:

$\u1d00\u0274\u026as\u029c \u1d0d\u1d0f\u1d0f\u0274\u1d0b\u1d00$

ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ...
@AnishA_Moonka

Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.

2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.

3/ Trends that the company is betting on & what works for them

China+1: India API market growth (10% cagr projected from FY21-26) will outpace the industry: Driven by specialty API+ Strong domestic market

Highest no. of USFDA approved API facilities & % of DMFs filled

4/ Interesting facts

- 120 molecules: $142B market size
- Targetting 8 to 10 new molecules every yr (Key differentiator over time)
- 66% of sales from regulated markets
- Works with 16 of the top 20 generic cos.
- Top 7 customers: 5 to 15yrs old

Deepak Kapur
@tapak7

#nykaa reported H1 FY22 EPS of Rs. 0.1/-

If we annualise H1 EPS, the PE multiple we get is onlyyy 11500

#timepassfact

#ஆதித்தியஹ்ருதயம் ஸ்தோத்திரம்
இது சூரிய குலத்தில் உதித்த இராமபிரானுக்கு தமிழ் முனிவர் அகத்தியர் உபதேசித்ததாக வால்மீகி இராமாயணத்தில் வருகிறது. ஆதித்ய ஹ்ருதயத்தைத் தினமும் ஓதினால் பெரும் பயன் பெறலாம் என மகான்களும் ஞானிகளும் காலம் காலமாகக் கூறி வருகின்றனர். ராம-ராவண யுத்தத்தை

தேவர்களுடன் சேர்ந்து பார்க்க வந்திருந்த அகத்தியர், அப்போது போரினால் களைத்து, கவலையுடன் காணப்பட்ட ராமபிரானை அணுகி, மனிதர்களிலேயே சிறந்தவனான ராமா போரில் எந்த மந்திரத்தைப் பாராயணம் செய்தால் எல்லா பகைவர்களையும் வெல்ல முடியுமோ அந்த ரகசிய மந்திரத்தை, வேதத்தில் சொல்லப்பட்டுள்ளதை உனக்கு

நான் உபதேசிக்கிறேன், கேள் என்று கூறி உபதேசித்தார். முதல் இரு சுலோகங்கள் சூழ்நிலையை விவரிக்கின்றன. மூன்றாவது சுலோகம் அகத்தியர் இராமபிரானை விளித்துக் கூறுவதாக அமைந்திருக்கிறது. நான்காவது சுலோகம் முதல் முப்பதாம் சுலோகம் வரை ஆதித்ய ஹ்ருதயம் என்னும் நூல். முப்பத்தி ஒன்றாம் சுலோகம்

இந்தத் துதியால் மகிழ்ந்த சூரியன் இராமனை வாழ்த்துவதைக் கூறுவதாக அமைந்திருக்கிறது.
ஐந்தாவது ஸ்லோகம்:
ஸர்வ மங்கள் மாங்கல்யம் ஸர்வ பாப ப்ரநாசனம்
சிந்தா சோக ப்ரசமனம் ஆயுர் வர்த்தனம் உத்தமம்
பொருள்: இந்த அதித்ய ஹ்ருதயம் என்ற துதி மங்களங்களில் சிறந்தது, பாவங்களையும் கவலைகளையும்

குழப்பங்களையும் நீக்குவது, வாழ்நாளை நீட்டிப்பது, மிகவும் சிறந்தது. இதயத்தில் வசிக்கும் பகவானுடைய அனுக்ரகத்தை அளிப்பதாகும்.
முழு ஸ்லோக லிங்க் பொருளுடன் இங்கே உள்ளது https://t.co/Q3qm1TfPmk
சூரியன் உலக இயக்கத்திற்கு மிக முக்கியமானவர். சூரிய சக்தியால்தான் ஜீவராசிகள், பயிர்கள்

Aditya Todmal
@AdityaTodmal

12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191
4. @DillikiBiili

Share for the benefit of everyone.

Here are the setups from @Pathik_Trader Sir first.

1. Open Drive (Intraday Setup explained)

#OpenDrive #intradaySetup

Sharing one high probability trending setup for intraday.

Few conditions needs to be met
1. Opening should be above/below previous day high/low for buy/sell setup.
2. Open=low (for buy)
Open=high (for sell)

(1/n)
— Pathik (@Pathik_Trader) April 16, 2019

Bactesting results of Open Drive

Already explained strategy of #opendrive

Backtested results in 30 stocks and nifty, banknifty.

Success ratio : approx 40-45%

RR average 1:2

Entry as per strategy
Stoploss = Open level
Exit 3:15 PM Or SL

39 months 14 months -ve, 25 +ve

Yearly all 4 years +ve performance. pic.twitter.com/nGqhzMKGVy
— Pathik (@Pathik_Trader) May 27, 2020

2. Two Price Action setups to get good long side trade for intraday.

1. PDC Acts as Support
2. PDH Acts as

So today we will discuss two more price action setups to get good long side trade for intraday.

1. PDC Acts as Support
2. PDH Acts as Support
— Pathik (@Pathik_Trader) June 20, 2020

Example of PDC/PDH Setup given

#nifty

This is how it created long setup by taking support at PDC.

hopefully shared setup on last weekend helped. pic.twitter.com/2mduSUpMn5
— Pathik (@Pathik_Trader) June 23, 2020