Balaji Vaidyanath ⚡️
nbalajiv
Graphical representation of individual sectors’ share of market cap in aggregate market cap versus share of PAT in aggregate PAT . Realty (1/10): De-rating justified? Things to pick up now?
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Did you know - The unlisted Studds Accessories Ltd is the largest manufacturer of 2 wheeler helmets in the world? It manufactured 6.65 milion helmets and has a market share
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How’s the sector wise performance in the #covidquarter? Analysis of almost 1500 companies. Mostly ex-financials Telecom, IT, Healthcare and services managed to show +ve topline growth. (1/4) IT sector. Solid
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It's annual report season. A short thread on what India Inc has to say on the most anticipated narrative: The fall out of Covid and US-China trade war impacting/benefitting India.
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Indians love to consume POT. Hence India produces a lot of POT. The P-O-T I am referring to is Potato, Onion and Tomatoe. ;). From just 41% in 2003, POT
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Here’s a non exhaustive list of Indian MNCs along with their unlisted subsidiaries. Price to sales assumption marked in red to give a sense of what the ballpark valuation could’ve
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