sandip sabharwal
@sandipsabharwal
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RESEARCH ANALYST EQUITY INVESTING https://t.co/Hi7hnetI8R IIT Delhi & IIM Bangalore Ex Head of Equity SBI MF, CIO JM Financial Stock Market Investing
Mumbai
Joined October 2009
Feels great to be felicitated by SBI Chairman Mr. Khara for my contribution towards the growth of @SBIMF during my stint as Head of Equities many years back. Thank you @dpsingh_sbimf for the recognition. It was a great tenure at SBI Mutual Fund of nearly 11 years
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Wow. Huge inflows. AMFI Data.Inflow into Equity Funds ₹42,672 .Inflows last month were 23,568 Cr. Net Inflows at an all time high on a monthly basis. (Hopefully MF managers will not miss this opportunity by investing in BAAP Stocks and crazily priced IPO's).
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"A girl in a flowing white dress floating gracefully into a dreamy sky filled with stars and colorful clouds at sunset.". Try Grok Imagine, free for a limited time:.
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The IPO Market is ideally supposed to give entry to investors into businesses at valuations cheaper than similar listed companies. However in India its the reverse. IPO's of companies with no public history come at the premium to listed peers, get crazily surprised, ramped up.
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This is ridiculous order.In India we don't have shelters for homeless humans how do they think that animals will be provided proper shelters, fed and taken care of .Anti Animal Rights.
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Many "Social Media" "Experts" and many in the Media are negative on #ICICIBank as they increased minimum balance requirements for #SavingsAccounts. They must have done their maths on what makes economic sense for them. Must be a considered move I guess.
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So today #Amber is falling post #PGElectroplast and #Voltas commentary. Interesting. Always use your brains and simple logic while investing.
The question that Begets .Which all of you who invest in that company should ask is .Company after company in consumer durables and now even PG Electroplast reported below expected results due to late summer/early monsoons. However Amber Enterprises (who reportedly wants to do a.
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From current levels pessimism on Indian Equities is justified only if you believe that the #TrumpPutinMeeting will fail to achieve a ceasefire resolution. Short positions and negativity is just too high. .
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WoW.#PGElectroplast again on 15% downfreeze.See how it was ramped up from Rs 150 in April 2024 to Rs 1050 just a few months back.This kind of drastic fall reflects clearly trapped "Operators"
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Too much is being made of the drop in #Forex reserves this week. A major part of it was just because the RBI did not roll.over the Buy Sell USD Swap done a few months back.
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Consumer demand will keep on improving through this year. Corrections give opportunities to pick up good stocks cheaper.
economictimes.indiatimes.com
Sales of daily essentials, household items and lifestyle products rebounded in July, fueled by a good monsoon and early festive season demand. FMCG orders at kiranas rose, mobile phone sales climbed,...
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Read this. VOLTAS: Q1 CONS NET PROFIT 1.4B RUPEES VS 3.34B (YOY); EST 2.43B . Q1 REVENUE 39.38B RUPEES VS 49.2B (YOY); EST 43.55B. Q1 EBITDA 1.78B RUPEES VS 4.24B (YOY) . Q1 EBITDA MARGIN 4.53% VS 8.61% (YOY). Always use your brains. Not the Managements commentary.
@sandipsabharwal Don't try to spread panic when there is already panic in markets. Every negative sentiment is hurting all stocks ,.
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The day when you are happy that you.Own boring non volatile stocks. .
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Remember a stock that trades at a PE Ratio of 120X. Is still expensive even after it falls 50%. And Not Cheap even if it falls 75%. Never lose sight of valuations blindly following BAAP Fund Managers.
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The question that Begets .Which all of you who invest in that company should ask is .Company after company in consumer durables and now even PG Electroplast reported below expected results due to late summer/early monsoons. However Amber Enterprises (who reportedly wants to do a.
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#PGElectroplast .QIP done in December at Rs 699.After that stock ramped upto Rs 1050 levels.Then comes into F&O, gives exit to many. Now disastrous results at lower freeze below QIP rate
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Hmmm Interesting.Petrol Price in India average that year was Rs 51.So 40% reduction in prices possible. .
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Crude Prices back at 2 month lows and same as what they were in 2021 and Pre Covid. However they are not low enough for the Government to give relief to the public by cutting Petrol and Diesel Prices. ( PS We also get discount on the Russian Oil which makes actual purchase rates
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What's the use of coming out and giving extremely bullish forecasts .And then dumping huge amount of equity just 2 days later. Promoter Stake #BhartiAirtel.
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CORRECTIONS = OPPORTUNITIES . RESEARCH ANALYST SERVICES . PLATINUM PLAN- Smallcaps+Largecaps. TARGET MIDCAP PORTFOLIO- Pure Midcap. TARGET BLUECHIP PORTFOLIO- Pure Large cap. WINNERS PLAN-Smallcaps. CONTRA STRATEGY- Contrarian focused. 9-15 Stock portfolios. SHORT TERM Regular.
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There is just too much dumping of Equity by.Promoters/Old Investors/Private Equity Funds.
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We very wary of recently listed companies (2-3 yrs) .Giving aggressive growth prospects based on crazily high capital expenditure numbers relative to their current size.And.More so if it's into totally unconnected areas to their current business ( getting to them as Markets like.
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