Seema Sandip Sabharwal

[sandip sabharwal @sandipsabharwal]

Always be careful about companies that suddenly improve margins before IPO

While
Most most companies are facing margin pressures due tomimput cost pressures.

[sandip sabharwal @sandipsabharwal]

Yes having to take Visas for most countries is the biggest pain for the Indian Passport

[sandip sabharwal @sandipsabharwal]

Your single statement has somany dichotomies
Please go and study the average mobile tariff is usa and what starlink is charging

No one can match Indian Telecom tariffs at average $ 3 per month.

[sandip sabharwal @sandipsabharwal]

Too.many unregistered influencers are pushing IPOs to retail investors.
Just for a few thousand
Crazy

[sandip sabharwal @sandipsabharwal]

Shutting borders won't help now
Whoever has to come in is already in
Crazy amount of Syrian, African etc refugees were taken in by these countries
Chickens are coming home to roost now

[sandip sabharwal @sandipsabharwal]

Police in Paris say they had detained 855 people over protest violence in the capital.

But Western Left Liberal Media is putting out fake news of thousands been detained in India.

[sandip sabharwal @sandipsabharwal]

Haha
Yes
Quote publications like The Hindu or The Wire
Very authentic

[sandip sabharwal @sandipsabharwal]

Happy Ashtami to everyone

For the first time today, I completed the full Durga Stuti Path. A deeply fulfilling and peaceful experience. 🙏

May Maa Durga bless everyone with strength, wisdom, good health and happiness.

Jai Mata Di! 🙏

[sandip sabharwal @sandipsabharwal]

The Jokers dont realize what happens when the Far Left takes over
God has blessed India and will continue to bless India
Jai Mata Di

[sandip sabharwal @sandipsabharwal]

What exactly am i supposed to see?
What you have put out is in line with what i wrote

[sandip sabharwal @sandipsabharwal]

If the grey market premium of #JioPlatforms sustains at around 20%
Then given the better profitability and ROE profile #BhartiAirtel should rise by atleast 25% for parity

Lets see

[sandip sabharwal @sandipsabharwal]

As usual Madam has no idea of what's going on
Wait for the belligerent Budget Speech in January where she will claim "All is Well"

[sandip sabharwal @sandipsabharwal]

Madam doesn't even know that

If there is excess liquidity in the #StockMarket's then

It leads to Inflows not Outflows...

[sandip sabharwal @sandipsabharwal]

There is a new Candlestick Pattern

Whenever Madam speaks the #Nifty forms

"Madam Red Candlestick Pattern"

[sandip sabharwal @sandipsabharwal]

Look at the knowledge and understanding of our Finance Minister.

“Excess liquidity in India's equity market has contributed to underperformance. Capital outflows are one of the biggest risks for India in 2027"

I suggest that RBI can open a special window for FPI exists. That way it will be even easier to exit.

[sandip sabharwal @sandipsabharwal]

#USA stock markets are the most liquid in the world
So shouldn't investors be selling more in that market?
#JustAsking

[sandip sabharwal @sandipsabharwal]

Strong results as usual from #ICICIBank
#HDFCBank results average but factored into the stock price
#AxisBank also strong

Overall financials are doing well with low sustained NPAs. Positive for credit flow to the economy and overall growth Outlook.

[sandip sabharwal @sandipsabharwal]

Unko BAAP investors hazar crore dene wale hain
They are least bothered

[sandip sabharwal @sandipsabharwal]

The overhang of the merger and its impact which i pointed out more than 4 years back still persists. However the impact should be bottoming out now

[sandip sabharwal @sandipsabharwal]

I was reading the IPO notes of some IPOs on currently
The most ridiculously valued seems to be #Zetwerk manufacturing businesses
1. Consistently loss making
2. Lot of turnover is just trading i.e. buying and supplying products to
customers
3. Out of Rs 2830 Cr IPO Rs 2182 Cr is offering for sale. Company also has huge debt
4. Valuation at Rs 25000 Cr+ is crazy as profits are seen nowhere soon and it's just a 7-8 yr old company

Let's see which BAAP Fund Managers are Anchor Investors here.