Anirban Roy

[Ishan Tanna 🇮🇳 @IshanTanna1]

When the stock market corrects (okay, crashes), how long does it take to recover?

Historically, the recovery has taken longer than the fall.

See the last column - the green bar is the number of months it takes for recovery - it's longer than the red bar, the number of months it took to fall.

Just like life, and health, and building anything worthwhile, na?

[Nigel D'Souza @Nigel__DSouza]

Solar Industries shares details on the proposed Omnia Holdings acquisition

💰 Funding via internal accruals + debt; no equity raise

📈 FY28 guidance: EBITDA: ₹7,000 cr, PAT: ₹3,500 cr

[Alpha Defense™🇮🇳 @alpha_defense]

L&T : Zorawar Saga in less than 1 minute

[Anirban Roy @anirroy83]

@kothariabhishek Nitin Chugh or Pralay Mondal may be?

[NDTV Profit News @NDTVProfit]

Maharashtra’s proposed DELTA Act could be introduced within the next 4-5 months, CM Devendra Fadnavis told NDTV Profit.

@nizzgeneration @tiwary_tanmay

https://t.co/FbGhXPutPX

[KeiBee @KuntalB83]

@UberIN_Support @prabhjeet_s @Uber_India A great resolution by Uber ! Customer faced a loss and Uber's best resolution was to suspend the rider's account ? You do not of the address of the rider ? Do they not have KYC submitted ? Uber says I am allowed to go legal... Wow !!

[PiQ @PiQMarkets]

S&P Global Ratings warns of risks from China's generous credit ratings

S&P Global Ratings' Asia-Pacific ratings chief, Christopher Lee, warned that generous credit ratings in China's booming bond market are introducing risk, particularly as foreign issuers are rated much higher domestically than globally. He noted that nearly 90% of Chinese bond issuers are rated AA or higher, compared to 4.4% in the U.S. https://t.co/QTsMVfpkvZ

[KeiBee @KuntalB83]

@Uber @Uber_India @UberIN_Support Uber Parcel booked, money paid and the rider vanishes.. Support center says that they are trying to contact but rider not reachable. I tried contacting and the rider is not picking. Shall we complain Whitefield Police Station ? I lost 5K !!

[Yatin Mota @yatinmota]

SBI Results Today

Let's check out the preview in the video

Loan Growth 17-18%

Deposit growth 10%

Profit growth will be muted

Slippage ratio expected to be 1.1%

Asset quality is likely to remain stable

#SBI #Q1Preview

[Yash Jain @YashJain88]

A decade of India's listed life insurers: Bigger businesses, richer embedded value—but lower valuations

Data for HDFC Life, LIC, SBI Life, Max Financial (Axis Max Life), ICICI Pru Life

Read this detailed piece
https://t.co/3dEpIkepeA

@CNBCTV18Live @CNBCTV18News

[Nithin Kamath @Nithin0dha]

My biggest nightmare as a broker is what’s happening in the Korean markets right now. The source of my nightmare is the way our MTF book has been growing along with the industry as a whole. In terms of pure risk, MTF is by far the biggest risk we have taken since we started in 2010.

More specifically, the risk lies in our ₹9,000-crore book: at least half of it is in non-F&O stocks, which can hit lower circuits every day without offering an exit.

The problem with Korea is the one-way rally. When markets go up so sharply, leverage builds up because collateral values increase, leading to more borrowing and so on. The second layer of risk comes from the derivatives complex and leveraged ETFs, which further exacerbate moves on both the upside and downside.

When the markets fall, things get really ugly. The first leg of selling tends to be small, but as collateral and margin values drop, margin calls increase, leading to forced selling. Forced unwinding from leveraged ETFs makes this worse, and this downside move becomes a self-reinforcing loop until things stabilize.

Btw, MTF became popular only in the last 3–4 years, and we really haven’t seen a sharp market crash similar to the KOSPI since COVID. Even though MTF as a percentage of market cap is small, if the Indian markets were to fall sharply, it would cause severe sell-offs across many small- and mid-cap stocks. Brokers today typically provide MTF on ~1,500 stocks. 😬

Luckily, thanks to SEBI, we've avoided the worst excesses that typically arise from unchecked leverage.

Btw, my colleague @prayagverma maintains a site with really good market stats, including MTF, here: https://t.co/uRJrvOvbHK

[NDTV Profit Alpha @NDTVProfitAlpha]

Ray Dalio Reveals How He Handles Economic, Geopolitical Shocks

https://t.co/yOwehL2tAc

[RJ Stocks @RakJhun]

Divi's Lab is top Pharma pick. It is trading at discount to other CDMOs despite offering superior long-term pipeline visibility. GLP-1, Enlicitide & Icotrokinra represent sizable long-term opportunities & contribute $400-600 M in revenue at peak over next 3 to 5 years. TP ₹9450.

[Ira Dugal @dugalira]

BRICS alternatives to dollar no longer a 'fantasy,' economist O'Neill says https://t.co/yVCeQ5Bn8d

[Tar ⚡ @itsTarH]

A good place to hunt for ideas before the start of an earnings season is to look at insider trade activity

Below are the companies above 1000cr market cap, where promoters bought their own stock in Q1FY27 ⤵️

Data via https://t.co/HiKrYMMzl8

[ET NOW @ETNOWlive]

ET Now Exclusive | Kotak CEO exit vs HDFC relief; RBI decision could change everything, biggest re-rating trigger - Decoding governance overhang
https://t.co/HMZ08KvbGI

[Ishan Tanna 🇮🇳 @IshanTanna1]

Worth reading

[Simply Padmaja @Padmaja_Yatra]

🧵 1/4
What Are Jamun Fruits Trying to Tell Us?

This year, I am seeing more jamun (Indian blackberry) fruits in the markets than I have ever seen in the last thirty years.

The fruits are literally raining down from the trees. Even trees that bore only a few fruits last year are heavily laden this season. Trees that usually produce well are dropping an even more abundant harvest.

Why is this happening?

My grandmother used to say:

“If jamun trees shed unusually large quantities of fruit during summer, there is a higher chance of drought that year.”

Interestingly, modern science lends

[Niraj Shah @niraj_shah]

This likely is the big event everyone is watching out for ahead of the Q1 results... Imminent!