Sharad Dubey
@Sharad9Dubey
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Tracking Startups+Markets @ETNowSwadesh, @ETNOWLive| Views are personal | Not Buy/Sell recommendations | RTs not endorsement | Plz Consult Registered Advisors
Mumbai
Joined December 2018
SOURCES TO @ETNOWlive Maharashtra aims to ban petrol and diesel vehicles in public transport within 5 years Maharashtra Govt exploring measures to discourage petrol and diesel vehicle use among private owners Maharashtra Govt likely to introduce policy restricting new vehicle purchases without designated parking space +VE FOR MGL, EV SEGMENT-BUS+3-WHEELERS
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RT @ETNowSwadesh: आज आऐंगे Eicher Motors के Q3 नतीजे, कैसे रहेंगे नतीजे, क्या है उम्मीद? जानिए @Sharad9Dubey से #StockMarket #EicherMoto…
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RT @ETNowSwadesh: कमोडिटी मार्केट की सबसे बड़ी शुरुआती कवरेज एग्री मार्केट की कैसी हुई है शुरुआत? 10 बजे तक कमोडिटी की 10 बड़ी खबरें इं…
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Divergence in rupee weakening despite dollar index cooling off maybe due to actions taken by RBI. Maybe a purposeful move in current scenario.
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RT @ETNowSwadesh: 9 के नवरत्न शेयर: सैंकड़ों शेयर में चुनकर स्वदेश लाया है 9 शेयर @Sharad9Dubey से जानिए कौन से हैं वो 9 शेयर जिनमें तमाम…
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DELHI RESULTS OVER IGL, Liquor, Real Estate, Waste Management , Water and Air Infra-Keep these themes under radar
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Hitachi Energy Received LoI om Rajasthan Part I Power Transmisison Limited For Establishment of HVDC LCC terminal station of 6000 MW at Bhadla (Rajasthan) and Fatehpur (UP), + 800 kV HVDC
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RattanIndia Enterprises (-ve) Jayant Khosla has resigned from the post of CEO
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Tejas Networks: signs collaboration agreement with NEC corp
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RVNL: L1 bidder for 210 cr order from South eastern railway BHEL: LoA for 2x660 MW BTG package of Koradi Thermal Power Station
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EARNINGS Q3 Good- Fortis Health, Zaggle, Firstsource Solutions Inline/Mixed-VA Tech Wabag, Amara Raja, Borosil, Chemplast Sanmar, Advanced Enzyme, Affle India Weak-Delhivery, LIC, Gujarat State Petronet, Sun TV, Oil India, Shipping Corporation of India
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GOLDMAN SACHS ON LIC Maintain Neutral, TP 900 Q3FY25 below-growth impacted by new product regulations Topline miss due to weakness in individual par business Management expects focus on non-par products to continue May lead to margin improvement in near term ULIP category was strong
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GOLDMAN SACHS ON M&M Maintain Buy, TP 3800 (FROM 3700) Tractor guidance raised Management expects ongoing strength in tractor volumes in Q4FY25/FY26 EV contract margins to make margins range bound for standalone business Like demand visibility on M&M's core SUV and tractor business
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GOLDMAN SACHS ON OLA ELECTRIC Maintain Buy, TP 101 Revenue above expectations-impact of post festive discounts lower than expectation Upcoming Gen 3 portfolio will use more inhouse components Lower average selling products would be in focus
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L&T Finance (+ve) To acquire into gold loan business of Paul Merchants Finance for 537 cr Deal at price to book of 1.9x-(As on September 2024)-Cheaper than industry levels for gold co Expected to close by the second quarter of the financial year 2025-26.
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