Top Tweets for #QuarterBytes
We want to DOUBLE every key metric EVERY 4 Years. ~ Vibha Padalkar
// Vibha Padalkar in the #Q2FY24 ConCall
#HDFCLife #QuarterBytes
No Recommendation
P.S : 18% annual compounding I will take it any day !
#Shalby reports a robust #Q3FY23 set of numbers . Some key observations .
#Shalby #Hospitals #FMF13 #QuarterBytes
Letโs go๐๐ป( Mini ๐งต)
1/5
โQ2 for us is a Stocking Quarter, not a Sales Quarterโ ~ Amit Syngle
#AsianPaints #Q2FY23 #QuarterBytes
Yet they managed to have a 10% Growth YoY in spite of High Base โ
If you are invested in Real Estate plays - Builders, Sub Contractors or any Ancillary Real Estate play . My 2 cents ๐๐ป
Ignore Q2 Results! Why ?
India sees the peak of MONSOONS in this Quarter + Indians Avoid buying houses in SHRADDH .
#RealEstate #MadAboutStocks
Industry First : #HDFCLife launches Home Medical for their overseas customers in over 20 countries . ~ Vibha Padalkar
WoW ! #Q2FY23 #QuarterBytes
From a Infrastructure business we would like to change to Consumer Driven business . Itโs a 3 year Journey.
#QuarterBytes #Q1FY23 #GMR #Airports
INDIA Growth ๐ฉ
The world is our playground ( read 100+ Countries)๐ฉ
#CCLProducts #Coffee #MadAboutStocks #QuarterBytes
One of my favorite stocks released a SMASHING #Q1FY23
Updates/Notes from the ConCall :
This Coffee giant gets aggressive!
#CCLProducts #Coffee #QuarterBytes #MadAboutStocks
#IDFCFirstBank You beauty!
#Q1F23 Con call starts with V Vaidhyanathan's these words - "You have been a patient Investor and we tested you hard".
Sir with this kind of result, it was worth it !!
@IDFCFIRSTBank #QuarterBytes #MadAboutStocks
Disc- Biased as invested.
Start your Sunday with a stellar #CDSL set of numbers!
~Highest Ever Quarterly Revenue - 157 Cr.
~ Net Profit for #Q1FY23 - 89 Cr.
~ Demat Accounts at 6.75 Cr !!
@CdslIndia keep them coming.
#QuarterBytes
Bharat Electronics #BEL continues to smash it up . Stellar Q1 Performance, which has traditionally been the weakest .
#Q1FY23 #QuarterBytes #Defence
One of my invested companies mentioned this in their Q4 Investor call.
โRussia is NOT a problem. Infact we see an OPPORTUNITY as their other vendors have defaulted on their delivery in Russiaโ.
#Q4FY22 #QuarterBytes #FMF10 #Russia #Opportunity
The ONLY listed Depository of India has bought 6.78% into the upcoming ONDC - Govt. of Indiaโs next smart move for Tech Stack of India .
CDSL has paid a measly 10 Cr. to acquire this stake . Smart move @CdslIndia ( Via #Q4FY22 Investor Call)
#QuarterBytes #CDSL #Tech
"The 4 Vectors that we will use for unlocking of Value - Dividends, Buybacks , DeMerger & IPOs"
~ Rashesh Shah @EdelweissFin
P.S : Dividend declared 1.20( Final)+
.25 ( Interim ) : 1.45/ Share
CMP : 54.75
Dividend Yield : 2.64%
#Edelweiss #Q4FY22 #QuarterBytes
In Q4 Fy22 , IDFC added 42 branches, thus now it has 641 branches .
Here's the kicker : 70% of the branches were opened in Semi Urban & Rural areas.
#QuarterBytes #Q4FY22
CDSL has silently acquired 6.78% in ONDC (Open Network for Digital Commerce).
The ONDC platform will allow buyers and sellers to connect and transact with each other online.Guess who is enabling this : Govt. Of India !
Move over Amazon & Flipkart :)
#QuarterBytes #CDSL #Q4FY22
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