n jayakumar @jakesprime Twitter profile

Last Seen Profiles

@hubbywife2000

@Boy646464

@dopizderzhka

@IAMDJREMINISCE

@Kym_F

@bokeplokalmalam

@AKQCXPHjwX0Po8k

@apvarthalu

@PSRC_KSA

@nightmare358152

@bokeplokalmalam

@rukan1010

@iluvmelony

@kasi_e24579

@FlutterItDev

@c6lino

@Bref_je_tweet

@HomeRepairTutor

@Uranus7_7

@jamisonhensley

@DawsonJAMES903

@kani_kakkoT

@sassymara7

@KwokkongDavidC2

@cfjparis

@CJZHANGBPO

@nayak_sohini

@oropotyudoku_7

@papadaqueen

@Fuwafivego_go

@PhilGarrigan

@hasilva

@rhian_lawrence

@jfrlrkby1

@o6_9x

@_PiotrMichalik_

n jayakumar

@jakesprime

2 years

Legends - they don't come better than the two here - and suddenly, tragically, one of them isn't there any more. Possibly one of the last photos of his, Rakesh Jhunjhunwala, seen here with RK Damani, the investor-entreprenur nonpareil, on August 9, a few days ago.

24

160

2K

n jayakumar

@jakesprime

2 years

No company is ordained to be valued higher over time, not PayTM for sure - where a clear path to destroy value has been laid out, where businesses are happily bleeding, where focus is non-existent and where the management is hell bent on transforming from

Ashneer Grover

@Ashneer_Grover

2 years

@Paytm stock is a screaming BUY ! It’s valued at $7B ; Funds raised itself is $4.6B ; Cash in Hand should be $1.5 B. So at CMP of ₹600, the market is saying value created is $5.5B after having spent $3.1B over last 10 years. That’s less than Bank FD rate. BUY !!

1K

260

3K

60

384

2K

n jayakumar

@jakesprime

4 years

You've raised the bar on incisive, investigative journalism in India, @sardesairajdeep - pointed questions, asked in a civil manner(in stark contrast to your competitors) and answered in a forthright manner, as well - each of us can decide what to believe or not

120

32

613

n jayakumar

@jakesprime

3 years

Global warming and climate change are grim harbingers of strange occurrences - the latest being Bangladesh beating Australia 3-0 in a home T20 series! @bhogleharsha @cricketwallah @CricketAus @BCBtigers

8

17

404

n jayakumar

@jakesprime

5 years

Do I believe in miracles? #LIVBAR

9

15

359

n jayakumar

@jakesprime

1 year

The current gst proposal on Online Gaming can be best summarized as under: Post this rule change, lets say A and B were both dumb enough to want to invest 100 rupees each in a real money head to head game. Like the modern Indian rope trick - the moment you invest 100,

21

45

338

n jayakumar

@jakesprime

4 years

@kedianomics Absolutely delighted to see some truly out-of-the-box predictions of yours, not so long ago, prove to be so prescient! The eloquence of your statements this afternoon on @CNBCTV18Live was unmistakable-an analogy with the iconic Virginia Slims ad - ""You've come a long way, baby!"

1

30

48

n jayakumar

@jakesprime

1 year

It's clear there are massive bubbles in the small and mid-cap space; It's across sectors and none more obvious than the PSU space. The common thread across the bubbles is - promoter holding! The famed railway stocks, where announcement of an order win and execution may be

10

35

314

n jayakumar

@jakesprime

4 years

The extremely low level of a. Single stock futures rollovers - open interest in terms of stock fut at multi month lows b. Carry forward charges on rollovers - NIFTY premium of 30 to 40 points on a 14000 base, translating into a less than 4 percent annualized yield

17

59

279

n jayakumar

@jakesprime

2 years

(hold your breath!!) 2.7 Crore warrants to employees at Rs 9/ share, a small matter of a 99.67 percent discount to the IPO price of 2100/ share!! Vijay Shekhar Sharma got approx 75 percent of this as a significant employee, since promoters aren't eligible for ESOPs!!

4

43

255

n jayakumar

@jakesprime

3 years

It's interesting that analysts and brokerages, when it comes to commodities, tend to focus only on prices- profits and cash flows are a function of volumes × margins. For most steel companies, this is a fabulous market because they are able to operate at

12

47

250

n jayakumar

@jakesprime

2 years

a supposedly "tech-heavy, blue-skies opportunity, unlimited potential for growth" kind of business to a decidedly commoditized, crowded NBFC space, attempting to make money through lending - without the trappings of experience, collection specialists, recovery folks

1

17

221

n jayakumar

@jakesprime

5 years

Back to our roots, St. Columba's High School, Delhi, with @Iamsamirarora The smile betrays the upcoming Chole Bhatures in the school canteen! We are missing our junior @iamsrk !

9

6

213

n jayakumar

@jakesprime

3 years

It seems quite reassuring that most portfolio recommendations of most market experts / fund houses, over the last few weeks, DOES NOT contain Tata Steel / SAIL / NMDC / Vedanta / The bull run in these stocks and the structural change in metals are both solidly intact.

17

16

221

n jayakumar

@jakesprime

2 years

educational, if not financially memorable; unlikely to see that changing, as markets have decidedly moved on to respecting cash-flows and value!

20

12

213

n jayakumar

@jakesprime

3 years

It's been a frequent refrain that China's intentions are unpredictable, especially in the financial markets. However, a very good metric that has explained many of their actions, has been their Foreign Exchange Policy. Between 2014 and 2019, to the exasperation of the US,

11

42

193

n jayakumar

@jakesprime

6 years

Another day in the office for Andre Russel - captaining Jamaica in the Caribbean Prem League, he took a hat-trick as Trinbago scored 223 in 20 overs; came in at 41/5 in the 7th over and scored 121 in 49 balls, 13 sixes to boot, to help overhaul 223!! @bhogleharsha @cricketwallah

3

21

175

n jayakumar

@jakesprime

2 years

the company takes an ESOP charge in it's P/L of about 300 Cr / quarter for the next 20 quarters - effectively snuffing out every vestige of hope of the company ever making money. Little wonder that in the race to the bottom as far as brokerage predictions are concerned,

3

27

179

n jayakumar

@jakesprime

2 years

and never having seen a down cycle in the economy; further, instead of enjoying the Price/Fantasy Ratio of Tech heavyweights, opting to be weighed on the Price/Book scale of NBFCs. Just before the IPO, in a move showcasing Governance masterclass, the board approved and issued

1

12

179

n jayakumar

@jakesprime

2 years

we have a (rather generous) price target of 400, by one of the foreign brokerages, just 4 months after the IPO. Regarding that transient item called cash on the balance sheet that @Ashneer_Grover so glowingly refers to, don't worry my friend, they'll blow it up faster than

4

16

178

n jayakumar

@jakesprime

5 years

Cannot remember this level of prominent insider selling in HDFC Bank! Are we heading for a prolonged period of underperformance, now that retail NPAs are also spiking ? @deepakshenoy @_anujsinghal @latha_venkatesh

24

51

173

n jayakumar

@jakesprime

4 years

Being an institution that deals with NBFCs and MSMEs, we at @PrimeSecurities feel that these measures will substantially aid liquidity - these are thought through, detailed and feasible. The perpetual naysayers and critics be damned. Fabulous steps @nsitharaman ! @CNBCTV18Live

6

23

171

n jayakumar

@jakesprime

3 years

Jackson Hole out of the way, Steel and Aluminium stocks shone in the US markets on Friday, this morning making new highs in Asia! Given the dichotomy that the US / Europe / India and China are seeking reflation through refurbishing infra, yet have stricter carbon emission norms,

17

40

173

n jayakumar

@jakesprime

2 years

If someone thought they were creating value of about 5500 Cr, at the expense of suckers (aka IPO investors and lay public), the market has had other ideas - with the stock at 70 percent plus below IPO price, but even now at 70x of the ESOP pricing - under new accounting rules

1

17

167

n jayakumar

@jakesprime

2 years

you can see. Any company that's been dependent on cash / equity infusion for carrying on its operations, with profitability as ephemeral as a Putin-Biden (bff) comradeship, market's have already pronounced their verdict - stay unlisted so that VCs can keep funding "up-rounds"

1

14

163

n jayakumar

@jakesprime

5 years

An absolute must-read! Thanks @KannanSharma

9

63

158

n jayakumar

@jakesprime

4 years

A huge shout out to @_anujsinghal - stuck his neck out about the SGX Nifty. Great reading of the tea leaves, Anuj! @CNBCTV18Live

11

9

153

n jayakumar

@jakesprime

4 years

What a wonderfully transparent, disarming, almost disrobing one pager of Airtel's privacy policy! Still trying to figure out if something has escaped their clutches.....

14

52

141

n jayakumar

@jakesprime

2 years

I unabashedly adored him and will certainly miss him! Travel well, dear friend, keep the other world enthralled and captivated, as only you can 🙏 🙏 🙏

8

3

147

n jayakumar

@jakesprime

3 years

@BMTheEquityDesk That our fetish to monitor Gora inflows, is just that, a fetish - local inflows are creating a far more solid, stable base for economic growth and index movements, something not entirely undimensioned but for sure underestimated

7

1

149

n jayakumar

@jakesprime

5 years

Virtually every aspect, as suggested a couple of weeks ago, addressed! This government is seriously responsive and intentions are crystal clear - it's the economy, the economy, the economy! @nsitharaman @PMOIndia

n jayakumar

@jakesprime

5 years

Some thoughts on breaking the impasse in the Real Estate space. @nsitharaman A.Slash stamp duty by fifty percent and compensate state governments appropriately. B. Encourage banks to take possession of near complete projects / NPAs, provide last mile financing to NBCC/L&T

2

4

27

7

32

141

n jayakumar

@jakesprime

2 years

for cash and cash flows, not by founders and enterprises pampered by the largesses of VCs and PEs, with fictional valuation metrics that are usually brought to earth in the listed space. The last few months' tryst with new listings of new generation companies has been

2

12

144

n jayakumar

@jakesprime

4 years

The eviction of racial yobs from an Australian ground, is an important marker in the rising Indian influence on the game -Aussies have been preeminent sledgers, often racially inappropriate - the @IPL has been responsible for changing a lot of that! @bhogleharsha @cricketwallah

5

8

140

n jayakumar

@jakesprime

4 years

Received via WA!

7

25

136

n jayakumar

@jakesprime

2 years

comparisons are made on straight numerical metrics! In PayTM's case the management has helped to commoditize the business faster than a "higher GMV, sharply lower EBITDA" would have achieved in natural course! Great businesses are built by thrifty founders, with respect

1

15

132

n jayakumar

@jakesprime

3 years

Felt good reading this!

3

18

137

n jayakumar

@jakesprime

4 years

In a marked departure from the run-of-the-mill practice of rights issues being priced "close to market price", the M&M Financial management has chosen to price the issue substantially below the ruling market - at the outset, three cheers and more! @anandmahindra

10

13

133

n jayakumar

@jakesprime

3 years

@FantasyAkhada making its debut on Star Sports - solid strides @purohita87 @bhogleharsha

1

7

125

n jayakumar

@jakesprime

2 years

I was fortunate to spend over an hour with Rakesh, as sharp as ever despite being a pale shadow of his ebullient self. Perspicacity, intuition, unparalleled trading instincts, innate reading of businesses and entrepreneurs, ability to pyramid big when the trade went in his

2

4

130

n jayakumar

@jakesprime

2 years

and marking up their holdings, attempting in many cases to brute force valuations, because once you become listed, the "closed group valuation syndrome" is consigned to the bin! Once listed, the halo is all gone and progressively higher disclosures ensure that

1

10

125

n jayakumar

@jakesprime

4 years

Not the first company to announce this- certainly not the last @PMOIndia @nsitharaman @CNBCTV18Live @ETNOWlive India to be Whirlpool’s global hub for sourcing

6

16

128

n jayakumar

@jakesprime

2 years

Nykaa's bonus issue has been at the centre of recent market chatter - quite inexplicably! Certain sections of the media have focused on the timing of the announcement, others have described it as a "management sleight of hand" and some have gone to the extent of ascribing

7

15

124

n jayakumar

@jakesprime

4 years

Arun Mishra's language in the AGR hearing is totally unbecoming of the position he occupies - it sounds more like a vicious rant, interspersed by threats, rather than considered observations of a man holding high office, trying to interpret nuances in law.

32

20

122

n jayakumar

@jakesprime

5 years

A mellifluous voice, knowledgeable to the core, longevity in a brutally competitive industry, a global achiever, a batchmate to be proud of, humble to a fault, above all, a true friend - aka @bhogleharsha Wishing you a fabulous birthday!

3

113

n jayakumar

@jakesprime

5 years

Hats off to @_anujsinghal - an amazing call, saying "Aurobindo Pharma will be the stock of the day, by a mile" - this was no ordinary re rating, this was a mega shift in paradigm, with this EIR/ VAI! Great stuff, in recognizing this Anuj!

9

2

118

n jayakumar

@jakesprime

14 years

2011, a prime year, has a great property. It is the sum of 11 CONSECUTIVE prime numbers: 2011=157+163+167+173+179+181+191+193+197+199+211

0

812

111

n jayakumar

@jakesprime

4 years

My article in the Bus Std today - how government can generate an income of about INR 1.75 Lak Cr WITHOUT any stake sale in PSUs, without affecting the fiscal deficit - low hanging fruit of an opportunity - a Corp Fin solution @PMOIndia @nsitharaman @ETNOWlive @CNBCTV18Live

7

21

118

n jayakumar

@jakesprime

3 years

How can something which moves 30 percent up or down, in a few weeks, masquerade as a currency? Where 80 to 90 ownership lies in a few hands; which moves on the strength of some car manufacturer's whimsical assurances that his products can be transacted using this item.

7

15

114

n jayakumar

@jakesprime

5 years

That's one heck of a rendition! Some Indians would remember him dismissing @sachin_rt way in the late 90s, I remember him as an ambassador of Zimbabwean cricket, a self-effacing gentleman @henryolonga Take a bow! @bhogleharsha

Derek Alberts

@derekalberts1

5 years

Incredible. Former Zimbabwe Test cricketer @henryolonga blew away the judges in The Voice Australia.

458

3K

7K

5

27

105

n jayakumar

@jakesprime

3 years

Just received this morning... Yama Dharmaraj to Chitragupta: You went to the Earth, what happened? Maharaj: People are wearing masks. I couldn't recognize many of them. So, I brought only those who weren't wearing a mask. Can't help but over-emphasize this aspect...

2

20

104

n jayakumar

@jakesprime

5 years

Longer the speech goes on, shorter the traders are getting!

5

13

101

n jayakumar

@jakesprime

6 years

The NBFC space, created as a para banking sector, cannot be wished away by the RBI. NBFCs have hugely aided the consumption boom in durables and housing, while also helping the SME growth. A space vacated by the beleaguered PSU banks, in full view of the RBI @PiyushGoyal

9

35

105

n jayakumar

@jakesprime

3 years

The next madness that will ease dramatically is the incorrigible obduracy of PE / VCs to keep ratcheting up valuations across funding rounds - as it's a closed club of investors in unlisted companies, it is easy to keep "marking up" your investments by continuously

2

18

104

n jayakumar

@jakesprime

2 years

favour and most importantly, the willingness to take hits when the trade went south, all packaged in a persona that was helpful as no other, witty, gregarious, candid to a fault - clearly, a Rakesh Jhunjhunwala is a generational phenomenon, if that! And like all multidimensional

1

2

104

n jayakumar

@jakesprime

5 years

For those who were expecting the moon from the budget, @ShekharGupta presents a perspective that's compelling.

Why Narendra Modi has taken the big and the bang out of the Budget

Modi likes the Budget to be a low-key, routine, annual statement of accounts. Big bang announcements can be made through the year, when it suits his politics.

theprint.in

10

20

92

n jayakumar

@jakesprime

3 years

@narendramodi If ever a combined statement was made, underscoring the importance of the Indian Capital Markets and the contributions of one individual, you don't need to look beyond this!

2

7

98

n jayakumar

@jakesprime

5 years

One of the biggest takeaways of the NBFC apocalypse(you read right, it's no longer a mere garden variety crisis), is the onward lending freeze to the mid corporate space. Am seeing this space unravel (and how!), as names that epitomized mid cap success stories

7

36

97

n jayakumar

@jakesprime

4 years

Nostalgic for our generation, hopefully inspirational for the next!

Palak Zatakia

@palakzat

4 years

From selling detergent on a bicycle to $2 Billion in revenue in 2019. The story of - Nirma. A thread 🧵👇

148

2K

8K

4

11

94

n jayakumar

@jakesprime

10 years

India make history! A team archery gold! Huge, huge upset victory over world champions Korea!

4

154

88

n jayakumar

@jakesprime

6 years

Credit markets are freezing, in terms of NBFC debt. One stray, almost cavalier remark in the RBI policy on ALM mismatch of the NBFC space, has set the cat amongst the pigeons. As an analogy, to ask credit to be withheld to a sector growing at 20 percent plus,

20

40

88

n jayakumar

@jakesprime

6 years

@madhuvj @bhogleharsha @jayantsinha Delighted that Meenu Vadera led Sakha Cabs was one of the winners in this international forum!

Meet the two Indian startups that stole the show at Booking Booster at Amsterdam

Two Indian startups Global Himalayan Expedition and Sakha received grants of €400,000 and €325,000 respectively. The startups were a part of Booking’s 2018 Accelerator programme for startups in...

yourstory.com

0

7

88

n jayakumar

@jakesprime

5 years

These announcements are not big, they are MEGA! A change in direct taxes has, empirically, had the greatest impact, NOTWITHSTANDING, the size of the cuts, on stock markets because it indicates government thinking on taxes. @nsitharaman @PMOIndia

2

33

82

n jayakumar

@jakesprime

4 years

One of the most voracious readers, a market historian(almost), always an anecdote on his lips, wears his emotions on his sleeve, a media delight and a scathing wit to boot; a dear friend for over 4 decades - a birthday shout out for @Iamsamirarora @CNBCTV18Live

11

2

92

n jayakumar

@jakesprime

1 year

A. The government can make 56 + 12 as taxes, being 68. B. A gaming platform can make 22. And the individuals in question have a payoff profile that says, "I can win 10 but lose 100" !! Welcome to la-la land! Clearly this construct is unsustainable and will have to change

2

7

91

n jayakumar

@jakesprime

2 years

mavericks, he came with his assortment of faults. Idiosyncratic, irrepressible, irascible, intuitive, incorrigible, inveterate India bull (and the alliterative "I" is no coincidence!) - love him passionately or not, the markets and millions of his fans will miss him.

3

4

90

n jayakumar

@jakesprime

4 years

Absurd to see business news channels talk of a discount in the case of a rights issue - folks, it is a mere redistribution of wealth between old and new shares. By this logic, the same channels should be slamming every company announcing a bonus issue because

6

12

85

n jayakumar

@jakesprime

4 years

Touchè!

2

3

86

n jayakumar

@jakesprime

4 years

Very heartening to see an Industrial house stand up for another group - also, a sensible thought being publicly voiced! Hats off @sajjanjindal

Sajjan Jindal

@sajjanjindal

4 years

In telecom, consumers will be at a disadvantage with only two players left in the game if Vodafone-Idea were to close down. Government must in some way facilitate the survival of Vodafone-Idea as a third competitor. #VodafoneIdea @PMOIndia @FinMinIndia

246

383

2K

2

6

85

n jayakumar

@jakesprime

4 years

The Federal Reserve now ready to buy Corporate Bonds, High Yielding Bonds, through funding of an SPV! UNBELIEVABLE! The check is getting bigger and they're almost there, ready to do business, maybe as soon as mid May! @nsitharaman @RBI Our response is.....

13

20

86

n jayakumar

@jakesprime

3 years

Fabulous recognition - as the first Indian Chairman of the World Steel Association! Heartiest congratulations, here's to many more successes @sajjanjindal "Steel can be to India, what Oil was to the Middle East" - maybe there's much more to watch this space for!

4

8

86

n jayakumar

@jakesprime

6 years

In a bull market don't look for tops, in a bear market don't search for bottoms - the oil bubble has burst and it's not a fall explained by fundamentals, just like the up move was inexplicable. The bottom may still be a while and some distance away!

13

8

85

n jayakumar

@jakesprime

4 years

Ivermectin - the giant-killer? Seems Australia is onto something! At least in the lab.

Anti-parasitic drug kills coronavirus in lab within 48 hours

Could this globally available drug help stem the tide of coronavirus infections while the world awaits a vaccine?

7news.com.au

4

26

83

n jayakumar

@jakesprime

3 years

Asian steel stocks on a tear!!

6

5

81

n jayakumar

@jakesprime

4 years

Supreme Court standing tall with another absurd order, mandating Covid testing for free by private labs - is this a point of legality or a legal nuance that they need to opine on? Significant judicial over-reach. @kiranshaw

11

16

77

n jayakumar

@jakesprime

6 years

India's Manasi Joshi wins Bronze in women's singles at Thailand Para-Badminton International 2018. *One leg is on a metal blade foot.* These achievements don't always get the media coverage they should!

2

33

81

n jayakumar

@jakesprime

4 years

A vibrant, active secondary market in equities, given the plethora of stocks that are listed in India, is a boon that India is blessed to have! Yet, the over regulation and needless intervention by SEBI, the introduction and persistence with bizarre policies

4

26

76

n jayakumar

@jakesprime

4 years

The Theatre of the Absurd just got more hysterical! With all kinds of pressing matters of intense legal complexities and nuances, waiting to be heard, over years of waiting, the SC is busy opining on whether contractually approved interest on loans must be waived!

9

8

78

n jayakumar

@jakesprime

1 year

@udaykotak China and India are now buying oil on a bilateral basis - whether from Russia or the ME - effectively, the two biggest buyers are today sourcing oil at sub 50; the market price is now bordering on the irrelevant. As oil is the biggest CAD determinant, it's advantage India!

4

7

82

n jayakumar

@jakesprime

5 years

A mere seven years ago, came this legendary tweet, from someone, who incredibly, still holds a mike, mouthing platitudes and pontificating! @BCCI @bhogleharsha @cricketwallah @gauravkapur

Sanjay Manjrekar

@sanjaymanjrekar

13 years

I would still drop VVS & get rohit in for next test.Makes long term sense. give virat 1 more test..just to be sure he does not belong here.

953

2K

3

39

72

n jayakumar

@jakesprime

5 years

As stunning as the election outcome, perhaps even more potent, was the oratory that was on display yesterday - truly, we have entered a golden period for Indian polity! @BJP4India @PMOIndia

3

15

70

n jayakumar

@jakesprime

1 year

Rubbing shoulders (almost!) with one of the greats! Coordinated in colour, if not height!

4

3

77

n jayakumar

@jakesprime

3 years

Which by the way, @Nigel__DSouza , is the fundamental reason why Chinese mills will never produce steel as per rated capacity; with a 3 child policy to boot, China is aggressively coming down on polluting industries and moving towards a consumption, rather than a prodn led econony

Nigel D'Souza

@Nigel__DSouza

3 years

Shocking! China’s CO2 consumption almost surpasses the total G7 consumption 🇨🇳

27

50

234

3

75

n jayakumar

@jakesprime

3 years

That's a cross-section of principally Steel stocks, from around the world - everyone free to draw their own conclusions.

6

8

70

n jayakumar

@jakesprime

4 years

The 3 lak Cr MSME funding was meant to be one of the key drivers in the stimulus - instead of being, as announced, a sovereign guarantee, here is the diluted version - which means the scheme could meet the same insipid response as an existing one @nsitharaman @latha_venkatesh

5

16

64

n jayakumar

@jakesprime

4 years

New cases at sub 50k, active cases at around 750k, these numbers are way below what they were a few weeks ago - and before I get trolled for citing Monday numbers that are usually lower - this trend is unmistakable! Now, bring it on folks!!

7

5

61

n jayakumar

@jakesprime

4 years

If optimism, conviction and solace about India needed to be served on a platter, try @JeffBezos

3

11

61

n jayakumar

@jakesprime

6 years

Raconteur, musicologist, grammar nazi, polymath, contemporary worldling, bibliophile, conversational aesthete, trivia addict, descriptors galore for dear friend @paritoshZero ! Wishing you a super birthday!

6

1

61

n jayakumar

@jakesprime

3 years

A beat on every parameter - with structural B/sheet improvements! A market trivia - SAIL was the highest market cap company on the Indian bourses in 1995/96, highest, not just among PSUs (perhaps not a 'trivia')!! Time to regain its square foot in the sun!!

Nigel D'Souza

@Nigel__DSouza

3 years

SAIL Q4FY21 👉Revenue at 23285cr vs Poll of 22850cr 👉Adjusted EBITDA at Rs.7304cr vs Poll of 6488cr 👉Adjusted Margins at 31.4%% vs Poll of 25.2% 🚨 Employee costs included wage revision of 1150cr 👍Net debt down ₹16131 Cr in FY21 🚨Stock out of Ban today in futures 🚨

19

35

375

4

6

64

n jayakumar

@jakesprime

4 years

If only life was so predictable, as these luminaries indicated.....received on WA from a pal of mine!

7

14

61

n jayakumar

@jakesprime

4 years

For all those believing the world has nowhere to go but India, that China is a market folks are fleeing from - please read this and convince yourself that China, like the virus (sadly!) is here to stay!

Apple CEO Tim Cook: This Is the No. 1 Reason We Make iPhones in China (It's Not What You Think)

China is much more than a source of low-cost, low-skilled labor.

www.inc.com

3

19

61

n jayakumar

@jakesprime

7 years

A catch taken by Fabian Allen, a sub, in the Caribbean Premier League 2017 - takes more than a breath away !

2

16

58

n jayakumar

@jakesprime

4 years

I now believe in Santa Claus, in the Nifty hitting 20k this year, in pretty much anything really - all courtesy @RishabhPant17 and Team India - after this, what isn't possible? @bhogleharsha @cricketwallah @RaviShastriOfc

2

3

55

n jayakumar

@jakesprime

1 year

Else, an industry of multiple gaming options, whether real money / online / horse racing / casino - currently contributing over 25000 Cr as gst / taxes (not sure of the exact number but order of magnitude in that zip code) potentially can go to zero! @CNBCTV18News @deepakshenoy

2

9

57

n jayakumar

@jakesprime

5 years

Mumbaikar, Lancastrian, still packs his punches (as did his bat), epitomises joie de vivre, was a pleasure running into Farokh Engineer this morning!

4

0

55

n jayakumar

@jakesprime

5 years

Bucket list is lighter by one item! At Anfield for a Champion's League encounter #LIVBAR

7

0

57

n jayakumar

@jakesprime

3 years

Time for some nuances to be investigated. Stocks that are in the F&O segment and which declare dividends have a home grown peculiarity associated with how the exchanges / SEBI treat the dividend for holders of stock futures. Holders of the cash stock get dividends credited

5

11

54

n jayakumar

@jakesprime

3 years

Pointed questioning, key touch points addressed - superbly done @Nigel__DSouza

Nigel D'Souza

@Nigel__DSouza

3 years

Tatasteel Q2FY22 is likely to be 💪 👍India price is +3k/tn vs Q1FY22 👍Europe EBITA/tn will see a surge in spreads from Q2FY22 onwards 👍Guides for significant debt reduction #StockMarket #Nifty #TataSteel

9

15

109

4

7

55

n jayakumar

@jakesprime

4 years

MF managers have been thanking SEBI for the "clarifications" in terms of what all can be done - the reality is these options already existed with them. The one aspect not addressed adequately - COMPETITION - let the salesperson peddling MF-A stocks try telling investors

6

9

56

n jayakumar

@jakesprime

4 years

Time to think in terms of Strategic Petroleum Reserves(SPR) - storage etc may be issues, nothing that cannot be addressed. It's a 45 Bn usd saving annually @nsitharaman @PMOIndia Maybe oil heads lower, but a 6 month SPR is a must

9

10

48

n jayakumar

@jakesprime

4 years

@deepakshenoy The shares being taken up by Reliance in FEL, is meant as a valuation support to FEL - it is actually part of the overall consideration for the assets being bought in the slump sale - there is no logic for Reliance to take up a minority stake

4

9

56