Source: WhatsApp Forward
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Hammam mein sab NPA hai
Source: WhatsApp Forward
Source: Kotak Institutional Research Report
The Indian market (Nifty-50 Index basis) is trading at 21X FY2018E ‘EPS’ (free-float basis) and 17X FY2019E ‘EPS’.
Note that we project a very strong recovery in earnings in FY2019 after flat net profits in FY2018.
However, we have limited confidence in our FY2019E estimates given (1) little evidence of a strong turnaround in the economy, which can drive volume growth and (2) high margin and profitability assumptions in several sectors, which may be at risk.
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Suzlon presents Charts in Urdu Style
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Portfolio of Atim Kabra
This post is in continuation of my coat tailing series (see here)
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Atim Kabra is a well known investor in the Indian equity markets.
His significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | % | Value (In Crores) |
| Alfa Transformers Ltd | 517546 | ATIM KABRA | 2.88 | 0.62 |
| Astra Microwave Products Ltd | ASTRAMICRO | ATIM KABRA | 3.89 | 42.41 |
| Emmsons International Ltd | 532038 | ATIM KABRA | 1 | 0.06 |
| Premier Explosives Ltd | PREMEXPLN | ATIM KABRA | 3.5 | 17.36 |
| SB T International Ltd | 532038 | ATIM KABRA | 1.36 | 0.04 |
| United Interactive Ltd | 502893 | ATIM KABRA | 2.06 | 0.09 |
| Zicom Electronic Security Systems Ltd | ZICOM | ATIM KABRA | 2.52 | 2.08 |
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Linkfest: August 17, 2017
Some stuff I am reading today morning:
Turnaround strategy at Tata Motors turns around (ET)
How NJ India Invest became India’s biggest MF distributor (Mint)
Infosys: Reboot or booted? (Andy)
Defaulting on debt & disclosures (IIAS Advisory)
From Zero to Wealthy in 2 years with AirBnB (Money Mustache)
For Crypto Currencies, the Future is Now (DR)
Real Estate company replaces agents with robots (NewsDay)
Stocks are pricey, lets buy more (Deal Breaker)
CEOs organize a mass defection from Trump’s councils (NYTimes)
The definition of an Uptrend (Dragonfly Cap)