Kaushal (@kaushal_sengar7) 's Twitter Profile
Kaushal

@kaushal_sengar7

In markets for more than a Decade. Retweets & likes are not endorsement. Do your own due diligence. #FIdone

ID: 789517339859427328

linkhttps://youtube.com/@kaushalsingh0592?si=6vRPapP2W7aieiXG calendar_today21-10-2016 17:22:57

8,8K Tweet

191 Followers

270 Following

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

#Groww outstanding numbers, have outperformed on majority of the parameters. Gaining mkt share in the ADTO segment from competitors valuations are a concern but if it keeps gaining mkt share at this pace will augur very well for the stock price

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

Both HDFC and ICICI bank loan book growth is slower than system credit growth and till it remains so It wont make much money for its shareholders Mutual funds can sustain but buying pressure wont be there till pace of growth increases.

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

very good update from Muthoot microfin Overachieved on several fronts AUM growth 13% (guidance 5-10%) Asset quality Collection efficiency Cost of funds Credit cost P/B of 1.1 so undervalued. can easily do topline of 20% and bottom line could grow exponential due to asset

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

PNB Housing mixed results, Q4 FY26 Sustained the retail loan growth is a positive but on the other hand seeing pressure in the high yielding affordable segment which was the story playing out 2 qtrs. back In terms of loan growth as well doing at the bottom end of the guidance

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

360 one WAM average numbers ARR growth has slowed down whereas brokerage segment has done remarkably well as expected. Overall, on track of their target of doubling AUM in next 3-4 yrs. for me deal doesn't look that attractive in terms of valuation vs growth it offers, better

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

Better than expected numbers from Tata Elxsi in Q4 FY26 Signs of growth after several qtrs., still a long way to go as it is overvalued at current levels

Kaushal (@kaushal_sengar7) 's Twitter Profile Photo

SBFC Finance One more quarter of steady 8% growth against the guided range of 5-7% quarterly. Credit cost needs to be tracked as it has been inching up over the past few quarters, as expected by management in previous conference calls, but in the upcoming conference call.