Kannan Babu

Tygo Investment Advisers LLP | SEBI Registered Investment Adviser (INA000019868).

[Kannan Babu @stockbabu]

IT stocks look insanely cheap
TCS: peak 42.5 → now 16.7 P/E
Infosys: 38.2 → 15.7
HCL: 32.9 → 18.7
Wipro: 32.7 → 15.2
AI killing their core business. Old services model is dying. Contracts slashed 50%.
This isn’t 2008; Cheap can stay cheap
Value trap? ⚠️

[Kannan Babu @stockbabu]

Sell in March and Go Away?
Record FII exodus of ₹1.9L Cr in 4 months + rupee at all-time low ~₹96 amid war & inflation. Market ran on ₹3L Cr DII inflows, but retail won’t sustain at lower levels. Time for caution.
#IndianMarkets #FII #Rupee #Nifty

[Kannan Babu @stockbabu]

IFCI rockets over 6% today! 🔥
NSE IPO buzz doing exactly what I said in yesterday’s post. Indirect stake via SHCIL = clear winner. Momentum is strong!
#IFCI #NSEIPO

[Kannan Babu @stockbabu]

🚨 IFCI in action! Up 1.5% today in a weak market! 🔥
NSE likely filing DRHP earlier than expected — CNBC-TV18 sources.
SHCIL offers 0.44% stake in NSE IPO
IFCI holds 52.66% in SHCIL → major indirect play!
NSE IPO momentum just got real. 👀
#NSEIPO #IFCI #Markets

[Kannan Babu @stockbabu]

@creatorpascal @XBuildersSpace Send

[Kannan Babu @stockbabu]

@IAmPascio @XBuildersSpace Link

[Kannan Babu @stockbabu]

https://t.co/joXYeSWvvI

[Kannan Babu @stockbabu]

Indian Hotel & Restaurant Association has launched a new food delivery app 'Waayu' that offers restaurants a zero-commission platform. More than 1000 brands have joined. Restaurants to receive their dues instantly. It delivers orders via Grab, Dunzo.

Will it affect Zomato?

[Kannan Babu @stockbabu]

RVNL has given 100% return since we discussed about it.

[Kannan Babu @stockbabu]

Bulls restart their game in RVNL

[Kannan Babu @stockbabu]

IDFC first bank posted a good result. It’s looking good to accumulate for medium term gains. Currently trading at ₹63

[Kannan Babu @stockbabu]

Kotak vs Axis: I’m biased towards Axis as Uday Kotak is retiring. It’s advantage Axis Bank as the market cap is trading at least 35% discount to Kotak’s market cap and having attractive comparable valuations.

[Kannan Babu @stockbabu]

Very interesting results from Chennai petro stock zoomed up ⬆️

[Kannan Babu @stockbabu]

RVNL is now Navrathna. Expecting some correction after steep moves

[Kannan Babu @stockbabu]

Bulls restart their game in RVNL

[Kannan Babu @stockbabu]

SIP is to buy good stocks at lower as well as higher levels as long as the valuation is good enough.

[Kannan Babu @stockbabu]

Sensible article on gold: https://t.co/CfGoz1TrNJ

[Kannan Babu @stockbabu]

Bulls restart their game in RVNL

[Kannan Babu @stockbabu]

RVNL may move down after the ex-date of dividend. Today is the ex date

[Kannan Babu @stockbabu]

There are some lose balls that can be hit for a safe 6’r. Unfortunately, nobody has the guts to lift the bat.

[Kannan Babu @stockbabu]

@connectgurmeet Yes Elon Musk is simple. That’s why he has bought a luxurious private jet that has 5 living areas, 20 windows and cost him just Rs 640 Crore. Most wealthy are simple and casual and own private jet and few multi million apartments.