SWFguy

SWFguy Aug 9

Idea ( 20 years) One picture which tells the Indian story of greed, investor apathy, political corruption, bureaucratic ineptness and rampant foolish behaviour by all kinds of investors. This company has no future.

SWFguy Aug 1

Indus Towers Earnings Flatish PER 9 (lowest of 2 years) Channel Support 350

SWFguy Jul 30

The Board as and when they reconstitute should first do proper branding of the cokpany. People are still confused about (SONA) Comstar / BLW / Steering. The stock is trading at 46 times its ttm earnings. Definitely high by all standards. Moreover the drama that is being played out would leave Ekta Kapoor to shame.

SWFguy Jul 13

Nazara PER 141 Rising Channel Insiders selling Volumes falling Momentum Indicators overbought Target 3 figures !!

SWFguy Jul 12

H&S Money Flow in full force BTC supported by CBs YTD 26% 1 Year 70% Now Target 150,000 by Dcc 25

SWFguy Jul 5

3 months 50% Technically Facing a resistance. Sikka, Data , Taneja ate up 70%+ Idea / Techra / Apollo/ astra / Nibe / High /Rossel / more than 50% Caution warranted.

SWFguy Jul 5

Mcap Rs 220,000 cr Growth: What Growth !! EPS peaked in March 24, ( 5 quarters back) PER 150 ( on latest ann EPS) Only 3 out of 24 analysts on the Dalal Street are Bearish, more would realise the mistake very soon.

SWFguy Jul 2

Fire, Fire, Fire get Out. Get out, Get out Mcap : 20,000 cr Mcap Lost in 9 months: 60,000 cr Results: Unreliable High time Investment bankers and Auditors are hauled for Capital Market Losses.

SWFguy Jul 1

Adani Port , 27X, CAGR 25% 16 years, consistently chugging along Hindenburg Hamas Haifa Nothing could stop this Titan. India-Middle East-Europe Economic Corridor (IMEC) when operational will make this into a 5 lakh crore company.

SWFguy Jun 27

EPS Rs 10 ( ttm) Mcap 4800 cr Growth Flat PER 50 Seriously, why should one buy this !!

SWFguy Updated  Jun 27

Highest Losses Reduction in Borrowings has not brought down the interest burden as rates have shot up.

SWFguy Jun 25

CMP Mcap 58,000 cr Sales: 8000 cr (ttm) Growth Negative Profits: Max 160 cr ( ttm) FII constantly SElling !!

SWFguy Jun 22

One month 13% drop Not too much by BIT CON standard Its going to 86000 now

SWFguy Jun 7

Rs 2000 cr Sales, Market cap 10,000 cr, Growth in yoy Sales 5% The investors must be Smoking something amazing

SWFguy Jun 4

Is the financial engineering dead ? Have a look at most of the demergers, they are short term euphoria. ABFRL is no less. The Consultants take their million dollar fees for their MBA jargon / useless and non practical solutions and billions of dollars of losses for the shareholders. Technically ABFRL could have a bounce back at Rs 77 but could consolidate here...

SWFguy May 29

Most stable Adani Stock devout of any drama. has a low beta of 1.5 PER of 21 DY of 0.5% Highest qtr Revenue of Rs 14200 cr Qtr results were the worst in 3 years ! Annual income of Rs 10,000 cr Technically in a 45% degree upslope since 2020 At CMP of Rs 550, it could just burst out to another level. Has been on a consolidating mode for one year now.

SWFguy May 27

IN a rising Channel. the 1800 cr cash from sale of road assets would increase the Profits by 150 cr CMP of Rs 295 very crucial.

SWFguy May 20

A Good Short at 275 PER 108 EPS 2024 levels Technically weak