Top Tweets for #DeLeveraging
An OI structure overloaded with max size leverage is like legs weighed down by heavy chains. The chains must be removed before it can move up.
#CryptoTrading
#OpenInterest
#LeverageUnwind
#Deleveraging
#MarketStructure
#CryptoLiquidation
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#CryptoMarket
Over $700M in long liquidations flushed the crypto market as total cap slid 3%. Higher bond yields and dollar strength triggered forced deleveraging, testing key support levels across BTC and alts. #CryptoMarket #Bitcoin #Deleveraging
Future (LSE: FUTR) falls sharply as buyback pause turns debt into the new valuation question https://t.co/us2Nxx3T5K #FUTR #FuturePLC #LSE #UKStocks #MediaStocks #DigitalMedia #Deleveraging #InvestorWatch
🎙️ Laser Power & Infra (LASERPOWER) call was streaming live on EquiSense, it just ended. Please find the summary below ⬇️
#ConcallInsights #StrongOutlook #Deleveraging #StrategicPivot
How does a cable manufacturer protect its margins when interest costs eat half its operating profit?
The Q1 FY27 numbers for Laser Power & Infra earned management the right to be asked. Revenue grew 15% to ₹521.5 crore, and EBITDA jumped 26% to ₹65.9 crore.
But the tension was in the P&L: finance costs were ₹36.2 crore, swallowing 55% of the operating profit.
Management says the July IPO changed the game. They used ₹490 crore to slash debt, which the CFO expects will save ₹40 crore in interest annually. That is a massive tailwind for net profit starting next quarter.
The real story, however, is the pivot. High-voltage cables now make up 29% of revenue, up from just 9% two years ago. And they are doubling down on advanced conductors through a US partnership, already bidding for ₹1,250 crore in high-tech tenders.
Do the math: Management is guiding for 15-16% growth, which implies FY27 revenue of roughly ₹2,500 crore. With a ₹2,788 crore order book already in hand, the target looks conservative. The real upside depends on winning those ₹1,250 crore in advanced conductor bids, which carry 2-3% higher margins than the base business.
The interest savings are a certainty, but the tech-pivot is the growth engine. Execution over the next two quarters—specifically order wins in the HTLS segment—will decide if this is a re-rating story.
That's the scoreboard to watch.
Full concall breakdown → https://t.co/zcv8inbjgY
Public NSE/BSE filings · Not Investment Advice
#LASERPOWER #ConCall #Earnings
🎙️ DEE Development Engineers (DEEDEV) call was streaming live on EquiSense, it just ended. Please find the summary below ⬇️
#ConcallInsights #GuidanceMaintained #OrderBookStrong #Deleveraging
How does a company with 294 crore in quarterly revenue promise 1500 crore by the end of the year?
Dee Development Engineers just reported Q1 FY2027 numbers that earned management the right to be ambitious. Revenue grew 31.6% to 294.5 crore and margins expanded to 16.9%. But the real math was hidden: management says 25 crore in exports got pushed into next quarter due to Middle East tensions.
Most companies would use that delay to lower the bar. This one did the opposite. Management reiterated their 1500 crore revenue floor and 19% margin target for the full year.
The tension is clear: H1 usually carries the weight for H2. To hit 1500 crore from here, they need to execute significantly faster in the coming months.
Management’s answer lies in the 300 crore they just raised. They are using 225 crore of that to slash debt, which should significantly reduce interest costs. Backing the growth is a massive 2428 crore order book—roughly 8 times their current quarterly run rate.
Operating evidence is picking up. The Anjar plant is at 60-65% utilization, and the newly commissioned seamless pipe plant is expected to add 20% EBITDA margins to the mix by capturing more value in-house.
Do the math: 1500 crore minus the 294 crore already booked leaves 1206 crore for the next nine months. That requires an average of 402 crore per quarter—a 37% jump from current levels. That is a heavy execution lift, even with a strong order book.
Execution is now the only metric that matters. Watch the Q2 export catch-up, the Siemens order flow, and the promised nuclear partnership to see if this story holds.
That's the scoreboard to watch.
Full concall breakdown → https://t.co/Kkt9SBN2ab
Public NSE/BSE filings · Not Investment Advice
#DEEDEV #ConCall #Earnings
@buckle_tf_up #KOSPI #SKHynix #MarginCall #ForcedLiquidation #Deleveraging #AsiaMarkets #GlobalMarkets
https://t.co/781a6RhZ6W
Πώς ένα reverse carry trade, ένα funding shock ή ένα πραγματικό credit event μπορεί να μετατραπεί από τοπική ιαπωνική αναταραχή σε παγκόσμιο κύμα απομόχλευσης;
Αναλύση για τα Durman Premium μέλη στο site και στο Discord.
$JPY #carrytrade #deleveraging #creditevent
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Playboy just sold half of China to save the other half of its balance sheet. A $122M JV, debt cut nearly in half by 2028, but China was 48% of licensing revenue. Worth it?
Learn more https://t.co/mI4kxnQ0UR
$PLBY #Playboy #Deleveraging #ConsumerStocks #MicroCapDesk
RBL Bank #ConcallInsights
#StrategicPivot #Deleveraging #AssetQualityStable
The earnings call kept circling back to one question: How do you handle a ₹26,000 crore cash problem?
RBL Bank's Q1 FY27 results were overshadowed by the transformational entry of Emirates NBD as the new promoter. The ₹26,000 crore equity infusion has reset the bank's entire trajectory.
On the surface, the numbers look solid. PAT grew 27% YoY to ₹254 crore. Advances jumped 23% to ₹1,16,223 crore.
But the tension lies in the margins. Credit card slippages are still stinging, with provisions in that segment hitting ₹575 crore for the quarter. NIMs have compressed to 4.13%.
Management's answer is a balance sheet clean-up. According to the CFO, they've already used the new capital to retire ₹10,000 crore of high-cost wholesale debt that was costing them nearly 8%. By replacing that with equity, management says a 30-50 basis point margin expansion is a near-certainty in the coming quarters.
The strategic shift is clear: they are pivoting away from the risky unsecured growth that defined the old RBL. Secured retail grew 18%, while wholesale banking surged 38%. They are now chasing NRI deposits from the UAE and collection accounts for large corporates, using their new AAA rating as a door-opener.
Do the math: Retiring ₹10,000 crore of debt at an 8% cost saves ₹800 crore in interest annually. On a ₹1,16,000 crore loan book, that's nearly a 0.70% boost to margins before you even account for fresh lending. Reaching a 1% ROA seems less like a forecast and more like a mathematical inevitability if slippages just stop getting worse.
The real test will be Q3. Management is promising a sharp drop in card slippages by then. If they hit that, the 1% ROA target is a floor. If not, the capital cushion will just be masking an inefficient core.
That's the scoreboard to watch.
Full concall breakdown → https://t.co/U1Jtq22eaA
Public NSE/BSE filings · Not Investment Advice
#RBLBANK #ConCall #Earnings
BTC just dropped below $63K while ETH hits a triple bottom—welcome to the big deleverage purge! Volatility incoming. Are you ready to ride the storm or get wiped out? #Bitcoin #Ethereum #Crypto #Deleveraging #Volatility
https://t.co/yN2xh3r5Wx
Bitcoin’s dip below $80k has catalyzed a $640M leverage wash, resetting market funding rates. This volatility event clears speculative froth, providing a data-driven entry point for institutional observers. https://t.co/rBkEvavRIU #BTC #DeLeveraging #MarketData
$BELR Debt was reduced significantly:
Notes: $6.0M → $600K
Interest: $366K → $44K
A margin note adds: “The weight lifts.”
#BELR #Deleveraging #BalanceSheet
DCW Limited Q4 FY26 Concall: Specialty Chemicals Pivot Drives Key Margin Recovery to 10.6% #dcw #chemicalstocks #q4results #dividend #specialtychemicals #q4 #concall #deleveraging
https://t.co/A7Rgtkb0lT
Retail panics at the red charts, assuming human investors are dumping stocks over geopolitical fear. Smart money knows this is purely mechanical #Deleveraging.
Systematic funds and #CTAs don't read the news; they trade volatility. With the $VIX spiking from the Iran conflict, these algorithms are forced sellers. Having already dumped -$80B, the projected -$100B in upcoming sales is a mathematical certainty, not an emotional reaction. This algorithmic selling creates a temporary liquidity vacuum, dragging down $SPY and global equities.
The alpha? Once volatility peaks and stabilizes, these exact same systematic funds will be forced to mechanically buy back the billions they just sold. Don't fear the drop; front-run the algorithmic #Releveraging.
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🚨 CZ UNFOLLOWED CATHIE WOOD ON X ON JANUARY 26 🚨
WOOD SAID ON FOX BUSINESS THAT #BITCOIN’S RECENT PULLBACK WAS DUE TO A $28 BILLION DELEVERAGING EVENT CAUSED BY A BINANCE SOFTWARE MALFUNCTION ON OCTOBER 10!
#Crypto #BitcoinPullback #Binance #CZ #CathieWood #Deleveraging #Cryptocurrency
Bigger than FTX aftermath? A pricing exploit caused the LARGEST crypto deleveraging event in history. 2M+ accounts wrecked! Must-watch analysis. #Crypto #Deleveraging #Markets
8/15: But the REAL killer was hidden: Forced deleveraging. This is why "safe" assets like gold tanked too.
Enter the leverage nightmare... 💀 #Leverage #Deleveraging
Remember Market – Jan 2008?
Remember Market – March 2020?
Remember Adani – Jan 2023?
MCX metals locked in limit circuits.
Retail trapped.
RMS square-off pending.
Forced liquidation is loading...
Crash (Free Fall) never end without full #Deleveraging
✍️ @AlgoBoffin
...
@AlgoBoffin @Bijay_reborn Those who are seeing from outside, better smile from outside. Silver will rise soon. Meet next week
silver tanked from $121 to $107 last night—a brutal 12% drop.
trump says the dollar is "strong," but the silver crash smells like a leverage wipeout. dont listen to words, watch the liquidations.
#SilverCrash #Trump #Macro #DeLeveraging #Finance2026
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