SimplyFinCon

Simplifying finance & economics for smart investors. News analysis, key concepts & personal finance ideas.
YouTube: @SimplyFinCon

[SimplyFinCon @SimplyFinCon]

Din't expect that rate cut impact will be just 1 day.

[SimplyFinCon @SimplyFinCon]

This is real Utda Punjab.

https://t.co/rMaBQfbn9H

[SimplyFinCon @SimplyFinCon]

One rate hike is done and one more to come this year or next.

[SimplyFinCon @SimplyFinCon]

@WeekendInvestng Let's worry about INR.

[SimplyFinCon @SimplyFinCon]

@Kapil_Jyani_ Did he break any law? If not then it is the system faulty not him.

[SimplyFinCon @SimplyFinCon]

@A_K_Mandhan @grok Not sure what you want to say? Just saw Q2 results on Screener. Operating profit is 5k cr. Interest and depreciation both are 10.5k cr.
Big Loss as of now. When the operating profit will be double to breakeven?

[SimplyFinCon @SimplyFinCon]

Sometimes it just needs trigger to do reversals

#BalrampurChini #EIDParry #DalmiaBharatSugar #SugarStocks

[SimplyFinCon @SimplyFinCon]

@REDBOXINDIA So now time for Indian sugar stocks to rock not due to sugar but due to Ethanol???
@grok what do you say?

[SimplyFinCon @SimplyFinCon]

Paying well now.
#BalrampurChini #EIDParry #DalmiaBharatSugar #SugarStocks

[SimplyFinCon @SimplyFinCon]

Keeping an eye on sugar stocks lately.
They usually stay dull for long periods and then move suddenly when things start turning. Not the easiest space to track, but worth watching closely.
#fundaiq #LearnInvesting

[SimplyFinCon @SimplyFinCon]

Track the underlying reasons not the stocks...
#BalrampurChini #EIDParry #DalmiaBharatSugar #SugarStocks

[SimplyFinCon @SimplyFinCon]

There is a reason that sugar stocks are rising. Look at international sugar prices hike in March.
The push is supply driven due to higher logistics cost, and also, this year is El Nino and may impact harvesting season.
Keep a watch on the sugar basket.

[SimplyFinCon @SimplyFinCon]

#sugarstocks #BalrampurChini #DalmiaBharatSugar #EIDParry

[SimplyFinCon @SimplyFinCon]

Was not wrong.

[SimplyFinCon @SimplyFinCon]

Was not wrong.

[SimplyFinCon @SimplyFinCon]

@AshishMeher7 Sugar stocks, are almost at the bottom of the cycle.
There’s a 1.7x to 2x potential when the cycle turns upward.

[SimplyFinCon @SimplyFinCon]

@AshishMeher7 Sugar stocks, are almost at the bottom of the cycle.
There’s a 1.7x to 2x potential when the cycle turns upward.

[SimplyFinCon @SimplyFinCon]

There is a reason that sugar stocks are rising. Look at international sugar prices hike in March.
The push is supply driven due to higher logistics cost, and also, this year is El Nino and may impact harvesting season.
Keep a watch on the sugar basket.

[SimplyFinCon @SimplyFinCon]

Everyone is now bearish on HDFC bank and talking about its under performance. Best contra indicator. Intelligent people will start doing opposite.

[SimplyFinCon @SimplyFinCon]

Offended by abusive language in the Gen Z protest, but made Dhurandhar a blockbuster!!!!

[SimplyFinCon @SimplyFinCon]

@5WavesOfficial @BillAckman @real_bill_gross 💯 Spot on, impeccable analysis and forecast!!!

[SimplyFinCon @SimplyFinCon]

@anuragsingh_as This is a strong fundamental point. But too early to conclude on IT. IT Index is almost at same place where it was in April.