Jack of many, Master of some!
Stock Trader, Chesser, Engineer, Ex-Entrepreneur & Ex-Business Coach.
Wanderer, Epicure, Oneophile.
Sucker for new experiences!
“Another year, another feather in Indian chess’s cap, this time led by its ‘queens’.”
@akb287 ✍️ on record-breaking @chessvaishali’s Samarkand triumph and how India’s biggest chess stars in 2025 have been women. ♟️🇮��
https://t.co/bLZFRakxN9
ZOMATO
Falls 8% post results
Mgmnt Commentary spooks street
@deepigoyal and @albinder say:
- Food Delivery GOV growth slowed due to weak consumer sentiment
- Blinkit losses to continue in the near term as Co continues to invest
- Heightened Q comm competition has led to a temporary pause in margin expansion
Q3 KEY INTERNALS
- B2C GOV growth at 57%, 20206 Cr vs
- Food delivery GOV grew 17% YoY; +2% QoQ
- Quick commerce GOV grew 120% YoY; +27% QoQ
- Blinkit EBITDA Loss at 103 Cr vs loss of 89 Cr YoY, 8 Cr QoQ
CO SAYS:
- Will get to 2000 dark stores by Dec 2025 vs earlier guidance of Dec 2026
- 216 Blinkit stores added in Q3 vs 152 in Q2FY25
- Food Delivery EBITDA Margins will reach sustain around 5% in the next few quarters
ON DISTRICT PLATFORM:
District has crossed 6.5 million downloads
Going-Out business GOV can grow at >40% for atleast next couple of years
@zomato@letsblinkit@lifeindistrict@CNBCTV18Live #StockMarket #FMCGisLife
@RakJhun Why does @ZeeBusiness and @AnilSinghvi_ stay silent on front running by their experts.
They should have courage to be transparent and also warn their viewers.
Before global trade, there was the Silk Road.
A 4,000-mile route with no trucks, no internet—just one brilliant strategy.
Here’s the strategy that kept this ancient trade network running smoothly:🧵
#fertilizer#defense#Railway#Psubanks
finally some buying are coming.. 🟩🔰
If market sustain tomorrow then tomorrow will be PSU day..
Which stock will you trade tomorrow ?
PGEL update on EV manufacturing
Total investment in next 2-3 years for the project: 40-50Cr
Revenues level in next 2-3 years: 500-600Cr
Would not be their usual 6.5-8% PAT margin business, margins will be lower but asset turnover will be high (getting 500Cr revenue from an investment of 50cr haha)
Co looking at 4850Cr in revenues this year, so 10% revenue addition will be from here
Genesys International in focus 🎯
-Elara capital put out a note where they have a target price of INR 1,370 implies 81% upside.
-Sector that is growing at a fast clip is geospatial sector in India
-Indias geospatial market is expected to hit 1 lakh crores by 2030 and its growing at a 13.5% compounded growth rate
-The govt is taking a lot of initiatives to advance its geospatial technologies
-Company that is a dominant player in this sector is Genesys International
-It is a leader in 3D twin technology, AI mapping and real time data analytics
-Genesys has an 2400cr order pipeline currently with visibility in its revenue streams
CLSA has reversed its strategy, moving funds away from China and increasing exposure to India. They believe China’s growth outlook is weaker due to rising trade tensions and ineffective economic stimulus. In contrast, CLSA sees India as a stronger investment option, increasing their allocation by 20%. This shift could boost FII investments in India, supporting the Indian market in the short term and potentially driving a rally in Indian stocks.
@AngelOne
1. Sell orders not getting placed.
2. GTT orders had been placed in the morning. Not executed. But still showing 'No pending orders '.
#Angelone#SEBI#NSE
SEBI is conducting a front running enquiry on Quant Mutual Fund.
CFO has resigned.
Still @ZeeBusiness is calling them on the channel and @AnilSinghvi_ is talking to them about their funds. 🤔
@AnilSinghvi_@ZeeBusiness Should SEBI not impose a hefty penalty on the media company who reported irresponsibly regarding capital gains tax?
Please have a discussion and take this up in support of retail traders / investors!