V-dhpcta

kush katakia
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@kushkatakia

May 1st, 2009 20:49

Importance of the random: keep brushing up against people, books, experiences we don't yet know what to do with. Agnostic. Beanstalk advisory.


V-dhpcta

kush katakia

 Verified-icon

@kushkatakia

May 1st, 2009 20:49

Importance of the random: keep brushing up against people, books, experiences we don't yet know what to do with. Agnostic. Beanstalk advisory.






 

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Abkjh_tr_bigger
kushkatakia @kushkatakia February 26th, 2020 09:49
CNBC TV 18's Latha Venkatesh "Who would you consider as your biggest competitor? Is it HDFC Bank or even a Bajaj Fi… https://t.co/D6YPt07O1F

Abkjh_tr_bigger
kushkatakia @kushkatakia
February 26th, 2020 09:49
CNBC TV 18's Latha Venkatesh "Who would you consider as your biggest competitor? Is it HDFC Bank or even a Bajaj Fi… https://t.co/D6YPt07O1F



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kushkatakia @kushkatakia February 22nd, 2020 18:36
With the latest trend of most money chasing few high-quality businesses, SBI card is a prime candidate for exponent… https://t.co/AsotekMbjh

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
With the latest trend of most money chasing few high-quality businesses, SBI card is a prime candidate for exponent… https://t.co/AsotekMbjh



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kushkatakia @kushkatakia February 22nd, 2020 18:36
To conclude, SBI Cards could well be the Superstar IPO of 2020 but at 19X BV (on listing) one has to consider the r… https://t.co/lXat3BC7ak

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
To conclude, SBI Cards could well be the Superstar IPO of 2020 but at 19X BV (on listing) one has to consider the r… https://t.co/lXat3BC7ak



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kushkatakia @kushkatakia February 22nd, 2020 18:36
As per data, 86% of SBI card issuance is to the salaried class. With a slowing economy and thus a slowing job/salar… https://t.co/ZvlbsZHb9B

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
As per data, 86% of SBI card issuance is to the salaried class. With a slowing economy and thus a slowing job/salar… https://t.co/ZvlbsZHb9B



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kushkatakia @kushkatakia February 22nd, 2020 18:36
Most people are convinced of an IRCTC like listing for SBI Cards. Of course, they are apples and oranges as far as… https://t.co/PkM3R0j8I7

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
Most people are convinced of an IRCTC like listing for SBI Cards. Of course, they are apples and oranges as far as… https://t.co/PkM3R0j8I7



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kushkatakia @kushkatakia February 22nd, 2020 18:36
There are multiple triggers to suggest that this valuation can sustain but an IRCTC like performance post listing (… https://t.co/KMzIRNsQ5E

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
There are multiple triggers to suggest that this valuation can sustain but an IRCTC like performance post listing (… https://t.co/KMzIRNsQ5E



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kushkatakia @kushkatakia February 22nd, 2020 18:36
Going by the GMP of roughly Rs.350 and an indicative Issue price of Rs.750 SBI Cards is likely to list at a market… https://t.co/bnLCWK7xcw

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kushkatakia @kushkatakia
February 22nd, 2020 18:36
Going by the GMP of roughly Rs.350 and an indicative Issue price of Rs.750 SBI Cards is likely to list at a market… https://t.co/bnLCWK7xcw



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kushkatakia @kushkatakia February 22nd, 2020 09:07
ONGC is now the cheapest oil and gas company in the world. Earlier this week, the company’s stock price fell below… https://t.co/DIoYANpZcO

Abkjh_tr_bigger
kushkatakia @kushkatakia
February 22nd, 2020 09:07
ONGC is now the cheapest oil and gas company in the world. Earlier this week, the company’s stock price fell below… https://t.co/DIoYANpZcO



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kushkatakia @kushkatakia February 20th, 2020 22:04
@Darshan_shah It should do Rs.50 EPS in FY21. Very rarely you see a PSU getting valuations of 15/20 X. At CMP IRCTC… https://t.co/CcteVtxPAf

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kushkatakia @kushkatakia
February 20th, 2020 22:04
@Darshan_shah It should do Rs.50 EPS in FY21. Very rarely you see a PSU getting valuations of 15/20 X. At CMP IRCTC… https://t.co/CcteVtxPAf



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kushkatakia @kushkatakia February 19th, 2020 20:36
@sarvdeep123 The rise and rise of Prestige Estates: How the realty firm bucked the trend https://t.co/rtU9wDkBFh

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kushkatakia @kushkatakia
February 19th, 2020 20:36
@sarvdeep123 The rise and rise of Prestige Estates: How the realty firm bucked the trend https://t.co/rtU9wDkBFh