Anytime, day or night, policymaking via Twitter – which has been rebranded as X – became the norm, hacked out in staccato bursts to his millions of followers. These musings would often trigger sudden market swings, upending in the process the work and sleep schedules of traders and investors across financial markets.
Posts in category All News
Can Trump remove Fed Chair Powell? Here’s what the law says (08-11-2024)
Trump will have future opportunities to appoint or replace at least one Fed governor and possibly impact other key leadership roles, but the central bank’s independence remains a core principle
Sovereign green bonds now eligible under FAR (08-11-2024)
This inclusion of green bonds in the FAR category is expected to increase investor appetite for the paper, experts said. The RBI has issued a total of ₹36,000 crore in green bonds since 2022-23.
D-Street likely to see $2.5 billion inflows as MSCI increases India weights (08-11-2024)
In an announcement on Thursday, MSCI said it has added five stocks – BSE, Voltas, Alkem Laboratories, Kalyan Jewellers, and Oberoi Realty – to its Global Standard Index; while reducing the weights of Adani Green, RIL, ICICI Bank, Infosys, GMR Airports, and Adani Power.
Oil & gas witness highest FPI selling; healthcare, power top on buying list (07-11-2024)
Foreign investors renewed buying interest in the healthcare and power sectors, purchasing ₹2,321 crore and ₹1,168 crore in the second half of the month, after selling over ₹2,000 crore in both sectors in the first half of the month.
Fed cuts rates; Powell declares he won’t resign if Trump asks (07-11-2024)
The Federal Open Market Committee, acknowledging the uncertain economic outlook, unanimously cut the federal funds rate to a range of 4.5% to 4.75%.
Clean Science and Technology Limited (CSTL) – A clean and green future ahead (07-11-2024)
Anybody that gone through concall? It was information heavy call.
Company is heavily doing capex for growth. After HALS we have 380 cr of further capex from now to next 2 years. we already had 300 cr capex on HALS. so pretty aggressive here.
It is imp for us to see HALS start to gain traction and contribute meaningfully. next 3 Qtrs are very important for HALS. we reached to 135 tons per month from 100 ton and aspire 200 ton per month in FY25. Consolidated Margin will be under pressure until HALS picks up fully. Thats what we saw in result.
standalone wise we are doing very decent and growth is coming back but now it is time for HALS to deliver.
there are three more capex as below.
The company is on track to commercialize the production of the pharma intermediate during Q3
FY25. The capital expenditure for the same was ~₹30 crore. The total revenue potential is ~₹80-₹90
crore.
• Under performance chemicals, the company is incurring capital expenditure of ₹150 crore. The
plant is expected to commercialize in June-July 2025. The total revenue potential would be ~₹350
crore. The end user industries for these new products are polymer and pharma.
• The capital expenditure of ₹150 crore for new products under performance chemicals (water
treatment chemicals) is expected to commercialize in December 2025. The total revenue potential would be ~₹300-₹320 crore.
so apart from HALS, this 3 major growth drivers. I sometime gets very bullish on cleanscience but just need to closely watch how new products picks up the pace. overall I do feel this is giant in making. I dont see any red flag just wishing all these capex and new products gets it due.
Very bullish!!
Advait Infratech: A detailed analysis (07-11-2024)
Does anyone know the reason for QoQ decline in revenues for Q4FY24 and Q1FY25, essentially stagnating now?
Washington Post Employees Ordered Back to Office 5 Days a Week (07-11-2024)
All employees at The Post will be expected to return to the office by June 2. Managers must be back in the office full time by Feb. 3.
Antithesis for my portfolio (07-11-2024)
I am invested into V2 retail and ecoreco heavily!!!
Looking for antithesis – especially something related to business model , management, scalability stuff like this as for valuations I am very well aware about the hyped up pe for both the companies.
My centre for investing into these companies was that they have very high growth with a small market cap.