Jainam Shah

Certified Financial Planner.
Views are personal!

[Amit Arora 🇮🇳 @GuruShareMarket]

Premier Energies

1. Asset-light mfg model
2. Net Debt/EBITDA <1x
3. FY26 RoE ~42%
4. Moat: solar panel to ingot integration and first local company to set up solar cell plant
5. Sustainable RoCE of 20–25%
6. Superior growth and capital efficiency
7. ⁠Top notch promoter quality

Acme Solar
1. Asset-heavy utility model
2. Net Debt/EBITDA ~7x
3. FY26 RoE ~12%
4. Utility-like business with limited moat
5. Returns likely to remain in the mid-teens
6. Lower capital efficiency and higher leverage
7. ⁠most important cost is cost of capital which is much higher than peers ( NTPC RE, Adani Green etc )
8. ⁠”Delhi Wala” promoter

Valuation

- Both trade at ~10x FY28 EV/EBITDA

In Premier block, no MFs participated in big way and Acme has seen huge demand by all top MFs for the reasons best known to them and promoters only

That’s why
म्यूच्यूअल फंड् सही नहीं है

[ET Money @ETMONEY]

Five friends started a ₹5,000 monthly SIP in Large Caps in January 2017.

Each made a different choice:

-A put the entire ₹5,000 in the biggest fund.
-B split it across the top 2 funds.
-C across 3.
-D across 4.
-E across 5.

Which friend ended with the highest returns?

A🧵

[Dhirendra Kumar @dhirendra_vr]

Breaking News: China is contemplating significant reforms in its mutual fund industry, valued at approximately 33 trillion yuan ($4.6 trillion). The China Securities Regulatory Commission (CSRC) has proposed that fund managers who underperform their benchmarks could face salary reductions of up to 50%. Specifically, managers whose funds incur losses or underperform their benchmarks by 10% may be subjected to these pay cuts.

This initiative aligns with China’s broader “common prosperity” campaign, which aims to address income inequality and promote equitable wealth distribution. As part of this drive, several state-backed financial institutions have already implemented annual salary caps for their senior executives. For instance, China Merchants Fund Management and Bosera Asset Management have capped annual incomes at 3 million yuan and 2.9 million yuan, respectively, and have requested employees to return any excess pay received in previous years.

Additionally, China has imposed a 1 million yuan ($137,309) annual income cap on employees at central government-owned financial institutions. This measure primarily affects middle and senior managers, with reductions in bonuses being a key component of the pay cuts.

These reforms reflect the government’s efforts to promote fairness and accountability within the financial sector, ensuring that compensation is closely tied to performance and that excessive incomes are curtailed.

[Rishi Bagree @rishibagree]

No mughals were harmed in this video 🔥

[Mukul Dekhane @dekhane_mukul]

My friend Suhas donated Rs.5000 to PM/ CM Relief Fund.
On the other hand, I bought two bottles whisky worth Rs 5000/-.

The question is who contributed more to the growth of our country ?

01. On the Rs 5000 Suhas donated, he got a 30% tax rebate. Therefore, he actually landed up earning back Rs 1500/-. In other words, by donating Rs 5000 he made a net contribution of just Rs 3500/- to the country.

02. On Alcohol, the total taxes (excise and GST) added up to approximately 72% of the MRP. So when I paid Rs 5000,/-, Rs 3600/- went to the state exchequer... Against 3500 rs from Suhas

...and 48 pegs of pleasure from two bottles 750 ml whisky bottle 🍷🍷. And the tandoori chicken , peanuts, soda and other bites he consumed worth Rs 5000 along with whisky contributed about 1000 Rs more to government. That makes it 4600 vs 3500.

Therefore, not only did I contribute more, I created jobs at the Distillery, their suppliers of labels, bottles, caps, machinery , Poultry farms , Snack companies, jobs at the Marketing Company, jobs at the Wine Shop , Retail shops selling chicken, snacks and moreover I was in high spirits doing so,

.... while Suhas doesn't even know where his money went !!

Think of it...
Next time, Buy a Bottle of Whisky ‘you’ serve your Nation !!!

Be a responsible citizen!! Have a lovely day and also be in high spirits !!!🥃🥂

#Sarcasm

[The Night Warrior @WarriorNight007]

@TimesAlgebraIND Some Muslim Women have reached Congress office in Lucknow demanding 'guarantee cards'.

Congress party had promised during campaigning that it will give ₹1 lakh per year money Khatakhat

[Manan Mankad @mananmankad]

AMC’s / KRA’s / MFU / IFAs all are suffering due to KYC issues in mutual funds.

Clients are not getting onboard and existing sips suffers as validation issues are climbing up.

Request to please allow mutual funds to do aadhar otp based KYC.

This will open new window of opportunity for new investors to get onboard 🙏

@nsitharamanoffc @nsitharaman @amfiindia @NileshShah68 @iRadhikaGupta @AashishPS @vijaimantrimf

[Manan Mankad @mananmankad]

KYC & KRA in mutual funds is having huge issues,

-No one is replying on this
-CAMS/KARVY - are not able to provide correct data

-Transaction are getting rejected

-Sips are bouncing

-email id and phone updated but no emails on otp received

-they fetch old data

-aadhar pan bank all is linked

- why cant we just have simple aadhar based kyc like telecom people???

@narendramodi @Camsonline @UIDAI @iRadhikaGupta @AashishPS

[Jainam Shah @jainam85]

@Investor_Mohit @UditSharma_IH @Rishikesh_ADX @ash_lodha Congratulations bhai

[Zee Business @ZeeBusiness]

🔴DEBT MUTUAL FUND के निवेशकों को बड़ा झटका !

इससे जुड़े हर सवाल के लिए देखिए ये वीडियो👇

@vijaimantrimf @JrlMoney @AnilSinghvi_ #MutualFunds

[Rishi Bagree @rishibagree]

Modi Vs Rahul

Average Likes per tweet
RaGa 34000
Modi 19000

Average Retweets per tweet
RaGa 9000
Modi 4000

Average Seats per General elections

RaGa 46
Modi 292

[Rishi Bagree @rishibagree]

Poverty has decreased from 124 million people in 2016 to 15 million in 2022.

This is the fastest poverty reduction in last 75 years

[Rishi Bagree @rishibagree]

Total Infrastructure Spending in India to date

1947-2014 $ 7 Trillion
2014-2023 $ 7 Trillion
--------------
Total $ 14 Trillion

[Rishi Bagree @rishibagree]

Money Recovered by ED from Raids during ;

UPA (2004-2014) - ₹ 4,156 Crores
NDA (2014-2022) - ₹1,04,845 Crores

This is the difference .....

[Aviral Bhatnagar @aviralbhat]

Rental yields for top Indian cities:

Mumbai: 2.44%
Delhi: 2.79%
Pune: 3.09%
Chennai: 3.10%
Hyderabad3.16%
Ahmedabad 3.22%
Bangalore: 3.45%
Kolkata: 3.96%

40 years for rent to buy in Mumbai, 25 years in Kolkata

Indian love for real estate investing shows in poor yield

[Mahua Moitra @MahuaMoitra]

Greatest respect for ace lawyer Cyril Shroff but his daughter is married to Gautam Adani’s son. Shroff serves on SEBI’s Committee on Corporate Governance &amp; Insider Trading. If at all @SEBI_India is examining Adani issue, Shroff should recuse himself.
Perceptions are Reality.

[Jainam Shah @jainam85]

@mikhilinnani You will succeed or succeed with impoliteness.

[My Value Picks @myvaluepicks]

Passive funds have a higher exposure towards Adani Group @passivefool

[Alok Jain ⚡ @WeekendInvestng]

suddenly most peoples income that was below 5L will become 7L here on.

[Jainam Shah @jainam85]

@TheMFGuy1 Atleast they should prolong the category of mid cap selection criteria of Market cap form 101 to 250 companies to go further. Its too narrow range for out perform.@SEBI_India