Top Tweets for #Intelsense
Quant investing is a mainstay on Wall Street and is increasingly getting more popular.
#quantamental #intelsense
YouTube video on Pharma Patent Cliff
#Intelsense
#Pharma
#Opdivo
#Keytruda
#Symbicort
#Prolia
#Victoza
Exploring the huge market opportunity opening up in Pharma due to the impending patent cliff.
https://t.co/BI50QEVU1Y
With inflation cooling off, the clamour for lower rates in the April RBI meet is going to increase.
The markets could be in for better times.
#inflation #ratecut
#intelsense
Reliance is privately pitching advertising agencies with "brain mapping" research that it says analysed the brain cells, or neurons, of participants to show its streaming ads have a higher engagement rate than Google.
#RIL #intelsense.in
https://t.co/G0VnCJ2bzU
“Do not spoil what you have by desiring what you have not; remember that what you now have was once among the things you only hoped for.” - Epicurus
#thoughtoftheday #intelsense.in
Interesting Fact:
For 2024, FPIs sold equities heavily for ₹121,210 crs. But they bought equity for 121,637 crores through the primary market, leading to a net investment of ₹427 crs.
https://t.co/WG49iUmTbI
#investment #intelsense
Finally, I could get around to uploading the video for last week's investor meeting.
#intelsense
https://t.co/odwPmWyZRl
Railways continue to be at the forefront of government capex policy.
#followthemoney #railways #intelsense.in
HPL receives a 2100 crs smart meters order.
Just to understand the scale of this:
Mcap ~ 3620 crs
FY24 Revenues ~ 1461 crs
Existing order book ~ 2000 crs
At PE of 83 and PEG of 14, qs is how much of it is priced in?
Note: NOT a recommendation.
#power #smartmeters #intelsense
GRSE signed an agreement with Carsten Rehder Schiffsmakler and Reederei GmbH and Co. KG, a Germany-based shipping company for the construction of four multi-purpose cargo vessels.
#manufacturing #intelsense
https://t.co/g0TWtifhsg
Over time, there is going to have to be large investments in IT systems to adopt AI.
IT services cos are not to be written off.
#ITSERVICES #AI #intelsense
Brookfield is looking to triple its investment in the renewables space in India from $3bn to about $10bn in the next 3-4 yrs.
#renewables #intelsense
https://t.co/5Arl4RHBrj
A very interesting and novel concept of loan structuring.
The interest rate margin of the loan will be adjusted up or down by the progress that Tata Comm will achieve on its carbon emission reduction targets.
#sustainability #tatacomm #intelsense
https://t.co/uZhDJ97r9X
#TIMETECHNO becomes the first company to get approval for high-pressure composite cylinders for Hydrogen.
#renewables #intelsense
China's solar module producing capacity is around 1000GW.
It is 5x of the rest of the world combined.
And has tripled since 2021.
China produces 2x modules than the world installs.
And prices of modules have collapsed.
#solar #energy #intelsense
All-India residential sales rose to a LIFETIME HIGH of 1.1 bn sq. ft (20% yoy) in
FY2024, with avg realization of Rs7,575/sqft.
4QFY24 saw the highest ever quarterly sales of 295 mn sqft with avg realization rising to Rs7,944/sqft.
#intelsense #realestate #sectorinfocus
Indian railways carry 185 mn people in first & second AC.
Indian aviation is now about 144 mn.
Cagr growth in railways is 5.6% and 10.2% in aviation.
Very soon airlines will carry more passengers than first and second AC trains.
#railways #airlines #investing
#intelsense.in
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