The Big Picture

SEPTEMBER 10, 2024

Mike Wilson has been with Morgan Stanley since 1989, rising up through the ranks of institutional sales, trading, investing, banking to eventually becoming Chief Investment Officer and Chief US Equity Strategist. And then I went into really more of a sales role in the nineties. We were dealing with clients from a sales standpoint.

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Valuation Clients Investing Investments 162

Cornerstone Financial Advisory

DECEMBER 4, 2023

Market sentiment remained positive as the Fed’s preferred measure of inflation showed ongoing signs of softening inflation pressures, boosting hopes that the Fed may be able to end its rate hikes and consider rate cuts sometime next year. Investors also welcomed news of solid spending in early holiday sales reports.

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Marketing Marketing Taxes Economics 105

Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. Elecon has 10 sales offices helping it to fulfil demand in 75+ countries across the world. crore in this small cap auto components company with a market value of Rs 2,273 crore. Market Cap (Cr.)

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Portfolio Engineering Manufacturing Sales 97

Trade Brains

SEPTEMBER 26, 2024

National Stock Exchange of India Limited is set to launch an IPO through an offer for sale of 11,14,11,970 equity shares, each with a face value of ₹1. The market valuation of NSE might be between ₹2.1 lakh crore based on the valuations of unlisted shares. The IPO will constitute 22.5% lakh crore and ₹3.1 Comment below.

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Compliance Banking Management Risk Management 90

Trade Brains

SEPTEMBER 17, 2024

These companies may choose to remain unlisted to avoid regulatory requirements or the public market. While investing in unlisted shares involves higher risks due to limited liquidity and transparency, they often provide more stable valuations. Cr, driven by a 58% increase in revenue from traded goods sales. to ₹4179 Cr in FY23.

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. Concern about future economic growth undermines valuations.

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Valuation Economy Banking Economics 52

Validea

AUGUST 7, 2024

The financial markets have been experiencing significant turbulence recently. stock market saw steep losses, with the Nasdaq and S&P 500 each falling by over 3% and the Dow Jones Industrial Average dropping by 2.6%. Key strengths include: Large market capitalization of $295.7 On Monday, the U.S.

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Marketing Marketing Financial Advisor Manufacturing 52

Trade Brains

JANUARY 21, 2024

It should be noted that Jupiter Wagons remained a standalone company from FY19-21, hence its financials & metrics are reported in Standalone numbers. Fiscal Year Net Sales (In Crores) Net Profit (In Crores) 2023 ₹2,073.33 ₹120.67 Now would you bet on Jupiter Wagons at this valuation? 2022 ₹1,181.74 ₹49.65 2021 ₹364.54 ₹12.30

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Manufacturing Transportation Budgeting Government 105

Trade Brains

NOVEMBER 13, 2023

So now, looking at the Company’s financials we see that revenue took a 23% fall in FY21, but ever since then, Gensol has performed very aggressively in both revenue as well as profits. Fiscal Year Net Sales Net Profit 2023 ₹397.35 ₹24.91 But what is not so good about the Company are its valuations. 2022 ₹162.40 ₹11.09

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Engineering Valuation Government Manufacturing 69

Trade Brains

MAY 26, 2024

As the nation aims to become the third largest automotive market by 2030, the two wheeler segment has been the frontrunner, catering to the aspirations of the burgeoning middle class. The current industry valuation stands at $222 billion, the EV market is poised for exponential growth, with an expected net worth of $7.09

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Engineering Manufacturing Sales Valuation 64

Trade Brains

FEBRUARY 20, 2024

With an increasingly large workforce and a growing middle- and lower-income demographic, the need for financial services is set to rise sharply. The Indian electric vehicle market is forecasted to reach USD 113.99 Taking a five-year time horizon, the revenues and net profits have grown at a CAGR of 84.81% and 27.79%, respectively.

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Valuation Banking Investing Investments 59

Trade Brains

DECEMBER 26, 2022

Their valuations trail behind larger companies because of business size and derived demand. For the financial year ended 2022, the denim producer clocked a net profit of Rs 22 crore on sales of Rs 293 crore. On a yearly basis, its sales rose by 65.12% to Rs 426 crore in FY22 from Rs 258 crore a year earlier.

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Manufacturing Sales Retail Marketing 64

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Federal Open Market Committee (FOMC) Meeting Minutes. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Stocks Start Strongly.

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Marketing Marketing Taxes Economics 59

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. And so that then led to the sale of that business in the late 1990s to Credit Suisse.

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Assets Management Portfolio Taxes 173

Trade Brains

AUGUST 31, 2023

It earned a net profit of Rs 24 crore on sales of Rs 876 crore in FY23. Winsome stock currently trades at a price of Rs 64 per share giving it a market capitalisation of Rs 127 crore. lakh on the sales of Rs 37.28 DU Digital Global is debt-free and currently has a micro-cap valuation of Rs 316 crore. crore in FY23.

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Banking Manufacturing Sales Financial Services 59

Trade Brains

MAY 22, 2023

As of the present date, VBL is the second largest franchisee (outside the US) of PepsiCo engaged in the process of manufacturing, distribution, and sale of carbonated soft drinks, fruit juice-based beverages, bottled drinking water, and sports & energy drinks. of its total revenues from sales within India. of the total income.

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Sales Manufacturing Distribution License 52

Trade Brains

NOVEMBER 24, 2023

It holds a market share of around 95% in the in-dash navigation market and serves services to clients such as BMW, Jaguar, Land Rover, Daimler, Mahindra, Hyundai, Mitsubishi, Ford, and Toyota in the B2B segment. Segment Analysis The company has recognized revenue earnings as a segment known as Map Data and Map Data-related services.

Planning 69

Planning B2C B2B Pharmaceutical 69

Trade Brains

MAY 24, 2023

Swaraj Engines – Financials Revenue & Net Profit Growth There is consistent growth in sales of 63.07 % from Rs 871 crore in FY19 to Rs 1,422 crore in FY23. appears to be a fundamentally strong company with consistent revenue and growth, healthy profitability, and a reasonable valuation.

Engineering 59

Engineering Planning Manufacturing Accounting 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, declined 3.05%. Last week’s meeting of the Federal Open Market Committee (FOMC) proved unsettling for the financial markets. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

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Marketing Marketing Education Taxes 59

Trade Brains

NOVEMBER 26, 2023

The Company grew its Net Sales by 7%, from Rs. This is due to the asset-light nature and high growth prospects of their business, which leads to higher valuations. Think Analytics India: It is a full-stack data science & AI-focused firm, focused on creative innovative solutions using AI/ML & mobile cloud computing.

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Recruitment Startup Engineering Education 102

Brown Advisory

JUNE 2, 2016

Indeed, a slump in retail sales in Europe suggests that negative rates are crimping spending. They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view.

Banking 52

Banking Economics Communication Assets 52

Cornerstone Financial Advisory

FEBRUARY 6, 2023

Another Rate Hike The Federal Reserve raised interest rates by 0.25%, signaling to the financial markets that it would likely hike rates by another 25 basis points at its next meeting in late March. It should not be considered a solicitation for the purchase or sale of the securities. EXPE), O’Reilly Automotive, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 7, 2022

Presented by Cornerstone Financial Advisory, LLC. Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower. Cornerstone Financial Advisory, LLC. Copyright 2022 FMG Suite.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

JULY 13, 2023

CPL) is engaged in the manufacturing and sales of different types of printing machines, associated spare parts, consumables (fluids & inks) and allied services. Control Print is debt-free micro cap stock with a market valuation of Rs 1,053 crore. .) ₹1,053 EPS 32.20 Stock P/E 20 RoCE 23.1% Promoter Holding 51.8%

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Pharmaceutical Manufacturing Transportation Distribution 52

Trade Brains

JULY 8, 2023

The plant is envisaged to provide 440 MTPD steam to the complex to reduce the load on NG-fired boilers, Install 400 MTPD Ammonium Sulphate plant at Vadodara to capture the rapidly expanding market, and many more. Even though the sales have declined from Rs 952 Crs to Rs 790 Crs. Market Cap (in Rs Crs) 12,161 Stock P/E 7.15

Manufacturing 52

Manufacturing Government Engineering Financial Services 52

Trade Brains

JULY 18, 2022

Top 5 Sectors with the highest return: In the financial markets, there are hundreds of stocks that are trading, and the companies are engaged in different types of business. The FMCG sector is India’s fourth-largest sector with household and personal care accounting for 50% of FMCG sales in India. Constituents of Nifty IT.

Financial Services 52

Financial Services Banking Insurance Economy 52

Cornerstone Financial Advisory

OCTOBER 3, 2022

Global bond and currency markets have been volatile recently due to global central bankers raising interest rates to combat inflation. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. government bonds.

Marketing 59

Marketing Marketing Taxes Economics 59

Trade Brains

JULY 2, 2023

Headquartered in Delhi, India, Yamini Investments Company is a micro-cap company with a market valuation of Rs 34.2 Proceeds from the sale of shares & other securities and interest earned make up the income of the company. Stock P/E 163 RoE 0.31% RoCE 0.42% Promoter Holding 1.78% Book Value ₹0.13 Debt to Equity 0.00

Financial Services 59

Financial Services Education Investments Investing 59

Trade Brains

FEBRUARY 2, 2024

In FY23, the company earned 42.21% of its revenue from website services and fees, 55.75% from commission and related income (which includes parking and registration fees), and the remaining 2.04% from the sale of used vehicles and other operating income. Market Cap (Cr.) ₹ 3,306.5 The company’s revenue was Rs. crore in FY22.

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Healthcare Wealth Management Insurance Financial Services 59

Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Gifts or sales of family business interests. Midyear Planning Tools for 2016.

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Planning Taxes Assets Clients 52

James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges.

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Marketing Marketing Economy Economics 52

Trade Brains

SEPTEMBER 27, 2023

This Fin-Tech Company began its journey as a prepaid mobile and DTH recharge platform however, it later ventured into multiple other financial services. Today, the Company offers Mobile payment services to customers via UPI, Payment soundboxes, Point-of-sale machines (POS), and online payment gateway services among multiple others.

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Healthcare Banking Communication Government 59

Brown Advisory

JANUARY 4, 2016

What is behind this sudden surge in the unicorn population, and are some of these valuations “spiraling” out of control? Bull market for public equities: Certainly, the run-up in public market valuations over the past few years has spurred gains in private market values over the same period. Lee coined the term.

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Investing Investments Numbers Valuation 52

Trade Brains

MARCH 1, 2024

Fiscal Year Net Sales Net Profit 2023 ₹822.10 ₹28.97 Do you think this amount of optimism is justified for a Company with such high valuations? Having such a high exposure shows that the Company is generating greater revenue from other sources (Other Investments like FDs, Mutual Funds, etc…) than from its core business activities.

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Planning Manufacturing Distribution Government 59

Trade Brains

NOVEMBER 20, 2022

After a sixfold jump in two-and-a-half years, it has got a lofty valuation! We’ll take a look at its business, its clients, its financials, and more. The company has a 3-year CAGR sales growth of 89.32% and a 3-year CAGR net profit growth of 73.35%, indicating that they grew well. Let’s begin, shall we?

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Electronics Manufacturing Medical Clients 52

Trade Brains

FEBRUARY 12, 2024

We will look at when were these Companies established, and what markets they cater to. Then let us look at their recent Annual earnings and what valuation are they currently at. Vishnu Chemicals has 30+ years of Market experience, building a customer base of 100+ customers. The Company’s revenue increased by 31%, from Rs.

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Manufacturing Pharmaceutical Marketing Marketing 59

Brown Advisory

JULY 1, 2015

At times, it seems like this is the only issue on the minds of market prognosticators and TV’s talking heads. As shown in the chart on page 2, even the slightest hint of a possible move from the Fed can trigger a financial market reaction. bond and stock markets have been relatively stable. Higher rates in the U.S.

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Investing Investments Banking Economy 52