Abhishek Murarka πΉπ
Current: Building @angelonewealth | Lead Content and Equity research | Past: Led growth at Multiple (acquired by I-Sec) CA | IIML | ex- IBD
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Edited @akshat96jain's notes from the @TIA_Investors Summit and sharing with some of my highlights: Speaker 1: S Naren (ICICI Pru) Highlights: - Current bull markets resemble 1...
India Pharma - Shifting towards innovation and quest for new molecules. Good report by B&K Securities today. Some of my key takeaways: 1. Pharma cos are shifting from tradition...
Reading on this company:π¦π¦π§₯ Feel it's a good business with good management and outlook. Growth and margins should improve over next 2-3 years. Also building own brand that can chan...
RBI released a 163 page Financial Stability Report this week. It's the most exhaustive database and commentary on Banking Will share my key highlights in this thread. 1/n
ISRO has started Technology Transfer to Private sector - a significant point in time. The first recipient is a leading pvt co. Alpha Design Tech, one of the 2 selected players for...
Yesterday, India announced it is "restricting" the import of laptops, tablets, all-in-one personal computers and servers with immediate effect. Big, right? This thread tries to ex...
From ITC Annual Report: 1/ On illegal cigarettes: India is the worldβs 2nd largest tobacco consumer, but legal cigarettes are only 8% of tobacco consumed vs global avg of 90%....
Some interesting insights from Dabur Annual Report: 1. Dabur has been reducing added Sugar content across 90% of its beverage brands like Real and Ayurvedic products. It has cut d...
The GST council today announced levying 28% taxes on online gaming at full face value. This is expected to causes ripples in India's rapidly growing market. Recent Deloitte study...
Starting a series "Kya karenge aap itni Dhanrashi ka" on cash rich companies #1 Greaves Cotton πΈMarket cap: ~3000 cr πΈCash: 1300 cr 160 year old company in transition. Traditiona...
Jain Irrigation results declared yesterday: Q3 Standalone rev up 53% yoy; EBITDA up 79% yoy Their domestic PVC Pipe business grew 79% yoy while EBITDA margins expanded from 5.2%...
Two days before results, founder talks of own business profitability. Stock also jumps 14% in anticipation Result day: Reports 5x jump in quarterly losses..from 67 cr to 347 cror...