BC TATASTEEL

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Nigel D'Souza
@Nigel__DSouza 3 years, 10 months ago 471 views

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Tatasteel Q2FY22 is likely to be 💪

👍India price is +3k/tn vs Q1FY22
👍Europe EBITA/tn will see a surge in spreads from Q2FY22 onwards
👍Guides for significant debt reduction

#StockMarket #Nifty #TataSteel

More from Nigel D'Souza

Nigel D'Souza
@Nigel__DSouza

In Past 1 year various Commodities & Chemicals have spiked & fired up quite a few stocks 🔥

Let’s look at how the stocks have performed vs the commodity / chemical price move from May 2020 - May 2021 🚀

Listing down a few points on each in the below thread 👇

Steel +80%

JSPL +303%
Tata Steel +300%
JSW Steel +334%
SAIL +340%

✔️Strong Chinese demand & focus on reduction in carbon emissions.
✔️Domestic Steel prices still at a 15% discount vs imported
✔️Top 5 Cos increased market share
✔️Cos continue to deleverage their balance sheets

Gold 12%

Muthoot Finance & Manappuram Finance +50%

✔️Increased loan book growth as they lend more & get operating leverage
✔️Reduced auctions of pledged Gold = less NPAs
✔️RBI relaxed LTV for gold financiers to 90% from 75% = level playing field for Banks & NBFCs

Silver & Zinc +50%
Lead +35%

Hindustan Zinc +120% [only silver play in 🇮🇳]

✔️Silver contribution EBITDA likely to hold above 25% vs historic 15% to 20%
✔️Silver gets a higher multiple (10x EV/EBITDA) vs Zinc-Lead (7x EV/EBITDA)
✔️Healthy cash balance & solid dividend paying

Copper +80%

Hindustan Copper +700%

✔️Only direct beneficiary of rising Copper prices
✔️Hindalco & Vedanta exposure is limited to ‘TcRc margins’
👉TcRc: Treatment Charge and Refining Charge

👉Need to note that: GOI + LIC + Institutions hold 90% in co so float is limited

Nigel D'Souza
@Nigel__DSouza

Presentation on Easy Trip Planners – EaseMyTrip ✈️

✈️ Big winner since listing, Mcap now 💵 1 billion
✈️ New age theme but a profitable one
✈️ Making money & paying dividends
✈️ Continuously gaining market share

#StockMarket #Nifty

@EaseMyTrip

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Nigel D'Souza
@Nigel__DSouza

Have explained “Indian Energy Exchange” tat is IEX 👇

Have explained the prospects , the valuation picture & also the risks up 👇

Do have a look 👀

#StockMarket #Nifty

Nigel D'Souza
@Nigel__DSouza

Expleo Solutions stock on 🔥

Highlights of interaction with management 👇

💻Expect merged co revenues to touch $100m by FY23

💻 Guides for high teens growth for next 18-24 months

💻 Margin band of 20% to 22%

#StockMarket #Nifty

Nigel D'Souza
@Nigel__DSouza

🚨Markets for You🚨

1. Dalmia Bharat bought 20% in IEX 4 yrs back for 500cr. Street questioned asset allocation😵

2. In May 2021
Dalmia sold 4.5%, recovers 500cr. Street happy with unlocking💰

3. Today Dalmia has 15.5% stake value=2600cr
Skeptics 👉should have held full 20%

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VVikas Kumaarr
@flyingvikas129

#TATASTEEL - Price Chart.

now we have a active Bullish Abc .

#nse #trading #stockmarket #flyingvikas https://t.co/eYru3BKYlq

#TATASTEEL - Price chart is still waiting for the Breakout !! pic.twitter.com/Cer4oQg2na
— VVikas Kumaarr (@flyingvikas129) June 28, 2021

Techno Prince
@Trader_souradep

#tatasteel has been 1 of the most bullish steel stocks
RSI & MACD shows strong upwards momentum
Stock undergoing flag pattern consolidation after swift upmove
If the stock is able to sustain above 1480, it may rally towards 1700-1720 region
#Nifty
Not trading call, academic post

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NISHSHKUMAR JAANI
@NishshkumarJaan

#Tatasteel
demand supply zone-Turning points
last time halted before 1500 as marked now close abv 1500 next 1750
#AhmedabadNest #Relativestrength #outperformance #investing #india

MaRkET WaVES (DINESH P...
@idineshptl

#TATASTEEL -1307

Now above 1 272% (1247)

Next probability towards 1.618%(Pink color mark)

#Perspective

NISHSHKUMAR JAANI
@NishshkumarJaan

#tatasteel -update
clean rounding bottom breakout
all the way towards 1700 soon
small risk for bigger upside
#AhmedabadNest #relativestrength #outpeformance #investing #India

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Anshul Pandey
@Anshulspiritual

THE IMPORTANCE OF DEVI BEEJ / BIJA MANTRA.

Once Suutji in his discourse with King Janmajeya repeated the words of Vyasji regarding the pronounciation of the word ऐ. Vyasji had heard the importance of this word in a meeting of all important saints at Naimisharanya.

There this story was discussed.

In that gathering of such great sages, Rishi Jamdagni asked a question to all the eminent luminaries. He wanted to know which diety is the most revered and gets satisfied easily with our prayers. So Lomash rishi replied that Devi

Bhagwati was one such diety. She will be satisfied and is ready to grant you a boon even if you just say the first letter of her beej mantra. In this context he narrated the story of Satyavrat. The story is as follows.

There lived a Brahmin named Devdutt in Kosal.

He was childless. He arranged for an elaborate yagya for a intelligent son to be born. He invited all the eminent rishi's to conduct this Yagya. Rishi Suhotra, Pael, Brahaspati Yagyavalka were assigned different tasks. Rishi Gobhil was asked to sing the Saamved.

He sang the verses very well, but he had to take respite in order to breathe between two verses. This angered devdutt. He spoke his thoughts to Gobhil rishi.

The rishi got very angry as devdutt did not realise the practicalities of singing. He cursed devdutt that

History Of Rajputana
@KshatriyaItihas

**Thread on Bravery of Sikhs**
(I am forced to do this due to continuous hounding of Sikh Extremists since yesterday)

Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI

Tomorrow again same thing happens bcoz fudus like you are creating a narrative oh Khalistan. when farmers are asking MSP. (RSS ki tatti khane wale Kerni sena ke kutte).
U kill sikhs in 1984 just politics. To BC low IQ fudu Saale entire history was politics.
— Ancient Economist (@_stock_tips) December 5, 2020

Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.

The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.

In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.

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John Papa
@John_Papa

Choosing the Right JavaScript Framework

Thanks for joining me @pluralsight to talk about javascript frameworks. We had 150+ awesome questions, so I'll try to answer the ones I couldn't get to online right here in a tweet stream

Watch the video -->
https://t.co/G7zeiKhXme

Q. Do arrow functions really make dealing with JavaScript's "this" keywords easier?

A. Yes! When using arrow functions, the scope of "this" is effectively passed in from the outer scope. See here in this REPL

1/n

Q. Where does Polymer fit in? Is it considered a framework like the others?

A. @Polymer is an excellent way to create web components, which are ideal for creating sets of interactivity that can be shared in web apps.

2/n

Q. Have we gone framework crazy?

A. At one time, quite possibly. A few years back we literally had framework overload. I feel it really has solidified into a few very strong choices.

3/n

Q. [Is] there no more need for @polymer?

A. See my previous question on this ... but in general, I think there is a lot of room for Web Components with frameworks.

4/n

Jaya_Upadhyaya
@Jayalko1

GHATI SUBRAMANYA, DODDABALLAPURA (KAR)
#bharatmandir

One of the most important place for snake worship.
The murtis of Kartikeya and Narasimha are self-manifested.
There is an anthill which is opposite the shrine. Bhaktas pour milk on it as part of rituals.

Here Subramanya performed penance in the form of snake. He sought protection from Narsimha for Nagas from Sri Vishnu’s vehicle Garuda, known for his dislike towards serpents.
The Pushya Suddha Shasti is one of the biggest festivals here believed to be appearance day of Subramanya

It was in this region where Subramanya vanquished Ghatikasura, the demon. Hence called Ghati Subramanya.
Childless couples visit here to seek blessings for getting a child.
The installation of snake murtis near the shrine is believed to be an auspicious act.

The murti of Karthikeya with a seven headed cobra faces eastwards while Narasimha faces westwards.
To ensure that both are visible to bhaktas at the same time, a huge mirror is placed in the rear in the sanctum sanctorum.

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Yoga Ramar Temple
#Nedungunam
#TamilNaduTemples 🚩

Yoga Ramar Temple is located near Thiruvannamalai. Shri Rama is seated with eyes closed, without any weapons. Mata Sita pointing to the feet of Rama telling that everyone is safe at his feet. Lakshmana standing near Shri Rama

Hanuman is seen chanting Vedas obediently sitting before Shri Rama.

Sthala Puranam says that, Sukabrahma Maharishi had been doing Tapasya here, for the darshan of Sri Rama. Prabhu Shri Ram, pleased with his tapasya, came here after Rama Ravana yudham. Since Rama was returning

after the war, he did not have any weapons with him.

Another gopuram called Kili Gopuram is there for Sukabrahma Maharishi. There is a hill nearby called Dheergachala. According to Sthala puranam, Sri Padham of Prabhu Rama are found on the top of the hill

It is said that this is the place where Shri Rama gave darshan to Suka Maharishi. Nedumgunam means which shows all qualities of Shri Rama who is Maryadha purushottam. Shri Ramanavami is very famous here.

Jai Sri Ram
🙏🕉🙏