SWFguy

SWFguy

Mcap: Rs 30,000 cr Losses as Capex still growing Rumours of splitting the company. Technically, in a downturn but has posted 26% for the year and outperformed Nifty. Target 190 !! timeline: Mid May 25.

SWFguy

Vodafone Idea shares can crash up to 70% to just Rs 2.4 The company is a basket case.

SWFguy

Vodafone Idea shares can crash up to 70% to just Rs 2.4 The company is a basket case.

SWFguy

40% jump in last 3 months Losses for straight 2 quarters Rs 1700 levels should be a hard SELL

SWFguy

EPS Growth Gold Duty Reduction Share Price All Time High Channel...chugging YTD 65% Target: +75% in next 12 months !!

SWFguy

A new IPO PE backed Half baked leveraged idea Asset Rich but long term ROI Should be minimum Rs 160 to even look at it.

SWFguy

One year return of 90% Indicators crying out SELL TTM EPS RS 54 PER 34 Slowdown coming !!

SWFguy

It has gone through the worst a bank can go through Still its victorioius. It reported its best quarter in Mar 24. Actually it has given 16 quarters of sequential growth. the PER has dropped to 18 from 16x 5 years back.

SWFguy

10 year yield at 4.26% DXY at 104 Corelation lately 0.5 Overall interest rates should head lower ( though not below 4%) , hence the demise of Dollar is over hyped.

SWFguy

In the past 10 years, one pharma company which has been in the midst of right wing discussion has been Gurgaon based Morepen Labs. It is into API, diagnostoc products and pain and acid reflux OTC medicines. But its known by its small revenue contributor - Burnol. Morepen is has become MorePain for the Left Liberals. Technically speaking it has shown higher...

SWFguy

A hot jobs report Friday sent shivers through the bond market, prompted yet another repricing of rate-cut expectations and may have ruined Federal Reserve Chair Jerome Powell’s weekend. Treasurys sold off, sending yields (which move opposite to price) jumping Friday. The yield on the 2-year Treasury note BX:TMUBMUSD02Y, the most sensitive to policy expectations,...

SWFguy

Markets are at all time hgh. We endured the 4 days of volatility. Coming months/years wont be smooth given the new found false sense of victory and enthusiasm that the opposition has got. As seen from the Nifty Chart, markets are on track, defitely is expensive in many sectors. So sector otaion will play out and asset alocation would be key going forward.

SWFguy

Markets overall are in a Upswing Still 5 trading days to go before Ext Polls & 6 trading days before results Markets might book profits next Friday after the run.

SWFguy

Break out FII Flow Modi 3.0 Amazing combination Company has delivered good profit growth of 44.3% CAGR over last 5 years Debtor days have improved from 47.5 to 37.1 days.

SWFguy

Trading in a band A high might be made around 23000 on 31st May 1st sat 2nd sun 3rd: Exit Polls Out 4th Results ! Namo Namo

SWFguy

Infra Infra Infra New Projects worth Rs 5000 Cr in Maharashtra Thats nerly 500 crore of Profits in 2 years Q$ 24 earnings realeases on Friday 24th May TTM earnings 660 cr Expecting New TTM to be in 710 CR range That woudl lead to 18.7 PER, still cheaper than many peers like IRB.

SWFguy

Diamond patter Continutaion of the Uptrend Confirmed on breakout at 500

SWFguy

Buy on Rumour Sell on News Indian Markets are poised very interestingly for the June 4th Results.