Spain playing absolute poor football today makes me remind the 2018 KO loss on penalties.
Absolute master class for Cape Verde, this should be considered a win for them!
What a grand entry to the tournament ⚽
#WORLDCUP#SPAIN#FIFA
Stock is down ~20% from highs. I added at ₹445.
Not because the near-term is clean. Because the market is pricing a short-term headwind like a structural break.
Full thesis on the link below.
https://t.co/AsLk8AOmln
#SkyGold#Gold
Dubai office opened November 2025. Exports doubled to ₹150 cr in one quarter.
Promoters moving to dividend-only compensation from FY27. Big 4 auditor coming in.
540,000 sq ft integrated jewelry park under construction.
This is management building, not talking.
#SkyGold
@kirubaakaran Hi @kirubaakaran , I really like this.
It would be great if you could add a feature of rolling returns since that gives much better idea.
Most MFI investors watch GNPA.
That's the wrong number.
By the time GNPA turns bad, the damage is already 2-3 quarters old.
The number that actually matters: DPD buckets.
Thread on what they are, and what they revealed about 4 Indian MFIs in FY25.
#Microfinance#Investing
The #MFI sector is buzzing today.
CreditAccess Grameen up 10%.
Spandana Sphoorty up 7.9%.
Both outperforming a market that is down 0.7% today.
The recovery that the DPD bucket data was signaling is now showing up in price.
#Microfinance#NBFC#IndianStockMarket
@EquityInsightss How do you plan to play this, actively picking the stocks or passively via ETFs?
I couldn't find anything scrip which tracks the sector.
Would love your thoughts on this!
Full breakdown with all four companies, the mechanics, and what the data was signaling in real time.
Read below:
https://t.co/jOkzGA7msz
#Microfinance#IndianStockMarket#NBFC#MFI
Most MFI investors watch GNPA.
That's the wrong number.
By the time GNPA turns bad, the damage is already 2-3 quarters old.
The number that actually matters: DPD buckets.
Thread on what they are, and what they revealed about 4 Indian MFIs in FY25.
#Microfinance#Investing
The takeaway is simple.
GNPA is a verdict. DPD buckets are the trial.
Watch X-bucket collection efficiency in monthly business updates. Watch flow rates across early buckets. Watch PAR 30+ versus PAR 90+.
These tell you where the book will be in six months.
#Investing