Nigel D'Souza(@Nigel__DSouza) 's Twitter Profileg
Nigel D'Souza

@Nigel__DSouza

Editor - Metals, Mining, Midcaps at CNBCTV18
@CNBCTV18Live @CNBCTV18News

ID:188994965

linkhttps://www.cnbctv18.com/anchor-hub/75/ calendar_today10-09-2010 02:48:24

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215,0K Followers

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vodafone Idea was the stock of the week ๐Ÿ”ฅ

Why was there soo much interest in the FPO ๐Ÿค”

How much of talk time have they bought โ˜Ž๏ธ

They will survive but will they revive and then thrive ๐Ÿ“ž



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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vodafone Idea was the stock of the week ๐Ÿ”ฅ

Why was there soo much interest in the FPO ๐Ÿค”

How much of talk time have they bought โ˜Ž๏ธ

They will survive but will they revive and then thrive ๐Ÿ“ž



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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Jai Balaji is +20x in past 1 year ๐Ÿ”ฅ

Management spoke to us & have big plans ahead

๐Ÿ‘ Focus is on expansion & VAP
๐Ÿคฉ In FY27 revenue potential will be Rs.10000cr with margins of 18%
๐ŸคฉWill be net debt free in 15 months



youtube.com/watch?v=EJopREโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vedanta ๐Ÿš€

Q4FY24 was solid ๐Ÿ’ช

FY25 outlook looks good on solid commodity prices & focus on cost reduction ๐Ÿ”ฅ

Brokerages are ๐Ÿ‘

Anil Agarwal CNBC-TV18
CNBC-TV18

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CNBC-TV18(@CNBCTV18News) 's Twitter Profile Photo

flat, uptrend intact!

Yesterday we witnessed the power of short covering.

In April, domestic strength defied global ripples.

History suggests May series is good for bulls.

Nigel D'Souza with all the cues.

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vedanta
Q4FY24: A little better vs estimates as key verticals like Aluminum & Oil did better
Net debt reduced 10% QoQ

FY25 numbers could look up
Higher Commodity prices
Further reduction in COP for aluminum
Split of businesses

Nuvama says ๐Ÿ‘‡
Reiterate โ€˜BUYโ€™
๐ŸคฉTP to Rs.542 vsโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

SANDUR MANGANESE & IRON ORES announces inorganic growth ๐Ÿ‘

Deal๐Ÿ‘‰ Buys 80% equity share capital of Arjas Steel Private Limited , remaining to be bought by Promoter entity
Expected to complete within seven months

Financials of Arjas Steel Private Limited (ASPL)
FY23 Turnover isโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

US StockMarkets on Thursday
-1%
-0.6%
S&P500 -0.5%

Weighed down by results & economic data!

Big Movers
๐Ÿ‘Ž Meta -10.5% after the social media giant issued light revenue guidance
๐Ÿ‘Ž IBM (International Business Machines) -8.3% after missing consensus estimatesโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

US StockMarkets on Thursday
-1%
-0.6%
S&P500 -0.5%

Weighed down by results & economic data!

Big Movers
๐Ÿ‘Ž Meta -10.5% after the social media giant issued light revenue guidance
๐Ÿ‘Ž IBM (International Business Machines) -8.3% after missing consensus estimatesโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

SANDUR MANGANESE & IRON ORES announces inorganic growth ๐Ÿ‘

Deal๐Ÿ‘‰ Buys 80% equity share capital of Arjas Steel Private Limited , remaining to be bought by Promoter entity
Expected to complete within seven months

Financials of Arjas Steel Private Limited (ASPL)
FY23 Turnover isโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vedanta
Q4FY24: A little better vs estimates as key verticals like Aluminum & Oil did better
Net debt reduced 10% QoQ

FY25 numbers could look up
Higher Commodity prices
Further reduction in COP for aluminum
Split of businesses

Nuvama says ๐Ÿ‘‡
Reiterate โ€˜BUYโ€™
๐ŸคฉTP to Rs.542 vsโ€ฆ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

A mother's love knows no bounds, it's the purest form of affection that lights up our world โ™ฅ๏ธ

๐Ÿ“ธ: ChessBase India

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Nifty took support around support mentioned of 22320 & bounced ๐Ÿš€

was Dalmia Bharat as numbers were a Big Miss & weak commentary compounded their problems

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Hitachi Energy +10% ๐Ÿš€

Recap an interview with management in Sep 2023 on CNBC-TV18 CNBC-TV18 on โ€œInside Outโ€

Stock was less than half CMP back then.



youtu.be/DbhKLrffiiQ

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Vodafone Idea in focus post the listing of the FPO shares

๐Ÿ“ž Difference between high & low today is 20%

๐Ÿ“ž Trading was stopped on NSE around 10 am for a few minutes: Pending orders were cancelled & trading resumed as normal

NSE Volumes 2x averages ๐Ÿ˜ฒ

youtu.be/Ye3ZyUzPvsA

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

Macrotech Developers says

For FY25
๐Ÿก20% growth in terms of pre-sales
๐ŸกVolumes +14% with prices +5%

'Want to be present evert 2- 4 kms in markets they are present'

Lodha


youtu.be/JVzQqbDJnz4

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

DCB Bank says
Asset book will double in around 3 years

Guidance for FY25
NIMs ๐Ÿ‘‰3.65-3.75%
Credit cost ๐Ÿ‘‰0.30%
RoA on a steady state basis should be 1%

DCB Bank

youtube.com/watch?v=xCBK3cโ€ฆ

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CNBC-TV18(@CNBCTV18News) 's Twitter Profile Photo

down 60 points as global cues are muddled, band 22,200-22,500.

Rollovers a little lower getting into monthly expiry.

FII net shorts at highest in 5 months.



Nigel D'Souza with all the cues.

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Nigel D'Souza(@Nigel__DSouza) 's Twitter Profile Photo

๐Ÿ‡บ๐Ÿ‡ธ StockMarkets
DowJones -0.11%
Nasdaq +0.1%
S&P500 +0.02%

Higher bond yields dampen earnings enthusiasm ๐Ÿ˜ข

Treasury yields rose, pressuring stocks
๐Ÿ‘‰ 10-year yield topped 4.67%
๐Ÿ‘‰ 2-year note surpassed 4.95%

Moves came ahead of the release of key ๐Ÿ‡บ๐Ÿ‡ธ eco dataโ€ฆ

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