Dakchona
@AkushBakush
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Investment mindset in markets, on a continuous lookout for growth & momentum stocks.
Joined March 2021
Record breaking numbers from the #urbancompany . Following the footsteps of their peers.
URBAN COMPANY: Q2 CONS NET LOSS RUPEES 593.3M VS LOSS 18.2M (YOY) URBAN COMPANY: Q2 REVENUE RUPEES 3.8B VS 2.77B (YOY)
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P/E of Top Banks HDFC - P/E 22.6 ICICI - P/E 18.0 Kotak - P/E 23.1 JPMorgan - P/E 15.5 Citigroup - P/E 14.2 Wells Fargo - P/E 14.7 HSBC - P/E 9.4 Barclays - P/E 10 BNP Paribas - P/E 7.2 Decide for yourself, where is the real value? @arabicatrader
@GoldenEye_6
@TheClubJunto
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SBI, HDFC, ICICI, Kotak, Axis, Mirae, DSP, Motilal Oswal, Franklin India, HSBC, Edelweiss, Bandhan, Canara Robeco, Baroda BNP Paribas, PGIM and JM Financial. These MFs have participated in the #Lenskart anchor book. Remember the names. @arabicatrader
@GoldenEye_6
@TheClubJunto
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@AkushBakush @GoldenEye_6 @arabicatrader Mutual Funds have a mandate to buy. But they don’t have a mandate to buy garbage. Most Indian MF managers will not hesitate to ruin the lives of lakhs of small investors just to make one person rich: themselves.
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This is how MF houses deploy your precious SIP money - to invest in IPOs with absurd valuations. Beware of who you give your money to and don't blindly follow - Mutual Fund sahi hai mantra. @GoldenEye_6
@TheClubJunto
@arabicatrader
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This is the precise reason i didn't ever waste my time in exploring your products. I already knew it was not worth it.
Parents should take this analysis seriously. I believe there is increasing evidence that we are giving way too many vaccines to very young children. This is spreading in India too and we are seeing a rapid increase in autism in India.
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@GoldenEye_6 @BellamSwathi If LIC suffers or goes down, it will lead to systematic risk across the financial system, the same will apply to blackrock too. But we Indian should worry about the financial health of our system and not talk about the world.
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Why are the people who gave us joy going away? Having just said good bye to Piyush Pandey, comes the news of the passing of Satish Shah who was brilliant in Yeh Jo Hai Zindagi and Jaane Bhi Do Yaaro and so many many more.
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RoKo bye bye.. disappointing start to the comeback series. #INDvsAUS
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Any logic of FM and other cabinet ministers doing a PC to showcase the success of GST bachat utsav and record sales all around? Haven't ever seen this happen before, weird to say the least. Why such desperation? @GoldenEye_6
@TheClubJunto
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Almost in every country, markets are closed for 1 week or more during their festive season. We are the only nation that has nothing to do with celebrations, we are only bothered about exchange volumes and lust for money. Trade 24x7. @arabicatrader
@GoldenEye_6
@TheClubJunto
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To be honest, i witnessed the slump in consumption on my visit to the Smart bazaar during the Dusshera sale. I expected a stampede as was the case earlier on these days. To my utter shock, the number of people were even less than a normal weekend crowd in that store @GoldenEye_6
DMart Results: Profitability Dumped Q2FY26 vs. Q2FY25 Per Store Sales UP: 0.76% YoY Per Store Profit DOWN: Negative (-) 9.14% YoY Net Margin: DOWN 0.45% Margin 1 yr ago: 4.56p in ₹1 Now: 4.11p Q2FY26: With Navratri Q2FY25: No Navratri Consumption is gone. @arabicatrader
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Whereas, NVIDIA at forward PE of 27 is super expensive as per our esteemed business channels and market experts. @GoldenEye_6
@TheClubJunto
Avenue Supermarts reported a 3.9% increase in net profits for Q2 FY26, reaching ₹684.8 crore, up from ₹659.4 crore year-on-year. 3.9% profit increase ke badle 104 ka PE mil raha hai sahab ko. Big salute to Indian investors. 🫡 @GoldenEye_6
@TheClubJunto
#DMART
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Avenue Supermarts reported a 3.9% increase in net profits for Q2 FY26, reaching ₹684.8 crore, up from ₹659.4 crore year-on-year. 3.9% profit increase ke badle 104 ka PE mil raha hai sahab ko. Big salute to Indian investors. 🫡 @GoldenEye_6
@TheClubJunto
#DMART
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Jubilant FoodWorks vs. Domino's Pizza, Inc. (U.S.) P/E RATIO: Domino’s: 24 Jubilant: 165 DIVIDEND YIELD: Domino’s: 1.63% Jubilant: 0.19% MARKET CAP: Jubilant: Rs. 41,000 cr Domino's: Rs. 1.3 lakh cr (just 3 times) India’s “Growth Story” Valuations – A Global Comparison:
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