Ashish Gupta

Equity, Stocks, Long term investor, tracking market regularly. Market = my passion. All views are personal & for educational purposes.

[Nimesh Shah @nimeshscnbc]

Investec on Varun Beverages
Buy, TP Rs 609
VBL's franchise alliance with Asahi marks its first non-PepsiCo mandate in India as VBL continues to diversify its beverages portfolio with dairy-based
beverages under the Calpis brand
More importantly, VBL's MoA amendment (alcobev addition) & removal of SPV restriction open door to a far broader partnership – Asahi's global alcobev portfolio (Super
Dry, Peroni, RTD brands) could be channelled into India or VBL's international markets through same playbook
While at a reported level this partnership does not go beyond current scope, larger optionality cannot be denied which could potentially open a large white
space for VBL in India
@CNBCTV18News @blitzkreigm

[Ashish Gupta @ashish1367]

@BaluGorade Tabhi toh woh Meta hai ☝🏻

[Vijay Kedia @VijayKedia1]

One problem gets solved. Another starts knocking at the door.

The war may be over, but the monsoon challenge is now demanding attention. Markets are never free from uncertainty , and that's exactly why investors must remain disciplined.

That's how markets work. That's how life works.

Don't try to eliminate fear. Learn to manage it with discipline.

Because the market punishes overconfidence, but rewards disciplined conviction.

[Nimesh Shah @nimeshscnbc]

CLSA on Varun Beverages
High Conviction O-P, TP Rs 654
Varun Beverages has entered into a partnership with Asahi Group Holdings to manufacture, distribute and sell the CALPIS brand—a fermented milk-based beverage with over a century of presence in Japan.
Asahi will be responsible for product development and technical support and its Indian subsidiary will handle marketing and brand management.
The alliance is strategically positive as it adds a differentiated fermented dairy-based RTD offering (akin to a premium lassi sub-segment) to VBL’s existing portfolio.
Importantly, it underscores VBL’s ability to leverage its strong manufacturing base and extensive distribution network—including its existing cold-chain infrastructure (visi-coolers/fridges)

@CNBCTV18News @blitzkreigm

[Ashish Gupta @ashish1367]

@REDBOXINDIA After hitting 311.70 all of sudden back to 304. Everything is rigged 🤷🏻‍♂️

[Ashish Gupta @ashish1367]

@Nithin0dha @zerodha @BaluGorade Best user interface #zerodha

[Ashish Gupta @ashish1367]

🔥🔥🔥❤️❤️❤️

[Sachin Tendulkar @sachin_rt]

Altitude jo bhi ho, attitude change nahi hona chahiye. 😄

[Ashish Gupta @ashish1367]

Gift nifty ke movement ko dekh kar lag raha Trump ne deal sign kar diya hai.

#nifty

[*Walter Bloomberg @DeItaone]

U.S. S&P 500 E-MINI FUTURES ADD 0.65%, NASDAQ 100 FUTURES UP 1.21%, DOW FUTURES UP 0.2%

[Ashish Gupta @ashish1367]

@SarangSood Call shoot karenge, Trump koi na koi tikarm karega.

[Ashish Gupta @ashish1367]

@Ashish_4vedi Koi nahi sunega Kyuki yeh khud hi sab raayta failaya hai.

[Ashish Gupta @ashish1367]

@REDBOXINDIA Yeh sab news market closing time par hi kyu post karte hai ?

[Ashish Gupta @ashish1367]

@REDBOXINDIA Kaun trust karega Trump par, 3 mahine ho gaye yeh sun sun ke. Very close very close. Idiot Trump

[Ashish Gupta @ashish1367]

@GBX_Press Cut it and let’s get into the real business. These idiots are nothing just making money in the name of war.

[Ashish Gupta @ashish1367]

@CNBCTV18News @blitzkreigm Market me koi expert nahi hota. Bas prediction aur assumption par market me kaam kiya jaata hai. Survival is more important than profit.

[Ashish Gupta @ashish1367]

Trading is tough.

[Ashish Gupta @ashish1367]

@FirstSquawk He is trading the market and manipulating through his tweets.

[Ashish Gupta @ashish1367]

Gift nifty recovers well from the lows.

[Ashish Gupta @ashish1367]

@REDBOXINDIA Yeh Netanyahu aur Trump dono milkar duniya ke naak me dum kar ke rakh diye hai. Aur naahi koi bhi desh inke against me kuch bolne ki himmat kar raha. Sab bas baate badi badi kar rahe lekin kar koi kuch bhi nahi raha. Shame on these people.