Notes from Vijay Gaba's Diary

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Showing posts with label Nifty EPS. Show all posts
Showing posts with label Nifty EPS. Show all posts
Friday, November 18, 2022

Earnings growth trajectory flattening

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The latest earnings season (2QFY23) ended, leaving the markets with “glass half full or glass empty” feelings. The aggregate results were mo...
Wednesday, June 15, 2022

Guide for portfolio review

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As I suggested yesterday ( see A perfect storm ), “the best strategy under the present circumstances would be to (a) hold nerves and not pan...
Tuesday, February 22, 2022

So far so good

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  The latest result season (3QFY22) has ended on a mixed note. While aggregate numbers look on expected lines, the internals however show a ...
Thursday, January 13, 2022

Happy Earning Season

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  Wishing all readers on the auspicious occasion of Lohri, Makar Sankranti, Maghi, Poush Sankranti, Pongal, Surya Uttarayan, Bhogi, Tusu, Bi...
Wednesday, April 28, 2021

Avoid treading on narrow, dark and stinking street

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The stock price of few top IT services companies in the country recently corrected sharply after declaration of 4QFY21 results. The explanat...
Thursday, April 15, 2021

For meek shall inherit the earth

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In the context of India stock markets, I found the following two things worth noting on Tuesday: (i)     A number of brokerages wrote stra...
Thursday, February 25, 2021

Enthusiastic earnings upgrades may require a relook

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The latest earning season (3QFY21) has been one of the best in recent times. Companies across sectors reported encouraging revenue growth. T...
Friday, January 15, 2021

Disregarding the aggregate numbers and ratios

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The latest earnings season has started on a very buoyant note, led by some IT companies. In line with the high speed macro indicators, most ...
Wednesday, December 23, 2020

Indian Equities: Year 2020 in retrospect

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The year 2020 has been a period of extremes for markets. During past 12months, the equity markets have kept swinging between extreme fear an...
Tuesday, March 31, 2020

Nifty Scenario for March 2021

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FY20 is the worst financial year since FY09 in terms of year on year Nifty returns. Nifty lost ~25% of its value during the year. Most o...