20+ Yrs in Stock Markets. 30+ Yrs Building: Now, AI Powered Solutions. 3 x Ex-CTO, IIMB, IIMK, Kellogg’s, AWS - Security Specialist, Architect. Not an RIA.
Hyderabad, India
Joined January 2015
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Chat GPT is the new google minus the ad revenue. I have a feeling the free versions of AI will soon display ads.
Yesterday's earnings call with Reddit's CEO will be referenced for years to come.
Reddit, $RDDT, is now down -42% in 8 trading days.
AI has disrupted search, and the internet more broadly, forever.
Our thoughts on this are included below.
A 13,000 Cr company publishes scan of low quality printout for its quarterly results instead of a machine generated PDF in 2026?
I immediately put the company in my "Do not consider for investing" list - doesn't move a leaf I know but somewhere these un-friendly moves do point at some issue they are hiding.
Vedanta Power
Asian Paints simply has to suffer if crude is high. And higher product prices impact the descretionary paint industry.
Asian Paints Q2 FY27 results: Net profit up 7.5% YoY to ₹1,068 Cr; revenue up 16.9% to ₹9,977 Cr. EPS ₹11.13, operating margin 15.6%. #ASIANPAINT #Q2FY27 #Results
The threat is not over till crude goes back to 70-80 levels.
Laurus Labs - The "juggernaut" continues to justify the 90 PE.
Laurus Labs Q2 FY27 results: Net profit up 126.4% YoY to ₹441 Cr; revenue up 33.4% to ₹2,206 Cr. EPS ₹8.18, operating margin 34.0%. #LAURUSLABS #Q2FY27 #Results
Laurus Labs makes the medicine, not the brand on the box.
It manufactures active pharmaceutical ingredients — the chemical that actually treats the patient — and the tablets built from them, and it develops and manufactures under contract for global drug innovators. Its origin, and still its largest single line, is antiretrovirals, the drugs that hold HIV in check, sold to the programmes treating the developing world. Nearly two-thirds of sales are exports. Hyderabad-run, Visakhapatnam-built, founded 2005.
It has been 10 years in Hyderabad and the south indian food, clothing and lifestyle is far better suited for me personally now compared to my lifestyle in Delhi for nearly 70% of my earlier life.
Still like visiting Delhi to meet old friends and family, but Hyderabad is my home now.
22nd Oct: South Korea was hit hardest -3.52%, Hong Kong -3.03% and Japan -2.65% led the selloff on AI jitters + Gulf tensions + Brent spiking to $111. India held up relatively better at -0.57% Sensex / -1.10% Nifty. MSCI Asia-Pacific hit a 3-month low
The trade route for winters:
a) India imports crude from Russia
b) RIL refines it
c) Diesel is exported to US
d) On the way back the ships carry Ethanol and Venezuela thick crude back to India
e) The ships carry some exports to Russia
f) Go to a)
Indian middle class with some surplus is so much in love with Equity and Gold that they literally hate debt, and most assume FD and AAA 6-7% are the only form.
Union Bank: The street is in the mood of cheering PSU BAnks right now and the results seem to align with the mood.
Union Bank of India is a government-owned commercial bank — the ordinary kind, with a branch on the high street.
Union Bank of India Q1 FY27 results: Net profit up 27.4% YoY to ₹5,642 Cr; revenue up 1.2% to ₹27,427 Cr. EPS ₹7.39, operating margin 69.4%. #UNIONBANK #Q1FY27 #Results
PSU Banks and Private banks on the opposite ends of the sector heatmap !
Three major private sector bank results over the weekend was the best possible revival pill available for now for private banks.
Now we wait for external factors ?
Axis bank has low contribution of other income and hence results look better then HDFC and ICICI on a cursory glance (read : not as much impacted)
The headline YOY numbers look good.
Axis Bank Q2 FY27 results: Net profit up 39.4% YoY to ₹7,705 Cr; revenue up 17.9% to ₹38,087 Cr. EPS ₹24.74, operating margin 64.8%. #AXISBANK #Q2FY27 #Results
Just like the case of ICICI Bank, HDFC too shows a crack in other income, primarily this is not a quarter where there is lot of dividend income from investments in other companies.
The street may like the revenue uptick.
HDFC Bank Q2 FY27 results: Net profit up 5.6% YoY to ₹20,700 Cr; revenue up 9.4% to ₹95,132 Cr. EPS ₹13.43, operating margin 47.4%. #HDFCBANK #Q2FY27 #Results
Headline numbers look fine for the rough quarter we have witnessed, but the wild swings in OPM are bit hard to comprehend for investors. Need to investigate more here if this is general Other income driven swing or the analytics need some improvement.
ICICI Bank Q1 FY27 results: Net profit up 13.9% YoY to ₹15,440 Cr; revenue up 6.4% to ₹52,241 Cr. EPS ₹21.53, operating margin 32.4%. #ICICIBANK #Q1FY27 #Results
Le Travenues Technology sells travel tickets online as ixigo, Confirmtkt and AbhiBus.
JAS is a slower quarter for tourism. IXIGO result highlights are the "exceptional" net profit numbers.
Otherwise a second continuous ordinary quarter.
Le Travenues Technology Q2 FY27 results: Back in profit at ₹61.25 Cr (loss ₹3.17 Cr a year ago), helped by a one-off gain of ₹40.66 Cr; revenue up 12.9% to ₹321 Cr. EPS ₹1.39, operating margin 4.8%. #IXIGO #Q2FY27 #Results
Manish Jain retweeted
You’re not gonna believe this.
5,000 stocks are down 20%+ from their 52-week highs.
And it gets crazier…
Nearly 4,000 are down 40%+.
Think about what that actually means.
While the major indices have held together, underneath the surface thousands of stocks have already been living through their own bear markets.
The index looking fine while individual stocks are getting absolutely destroyed underneath it.
Some seriously messed up shit when you actually look under the hood.
You need good budgets for using AI. Else it will be a budgeting nightmare. Don't think of making anything substantial on a hard and low budget plan.
@ClaudeDevs @claudeai
This event could be an opportunity for India in some ways in the short term
This also sounds the risk bells for india for getting de-rated leading to further outflows.
Not sure if anyone is watching or controlling.
🚨 INDONESIA'S STOCK MARKET IS ON THE BRINK OF DISASTER
MSCI has warned that Indonesia's stock market may no longer qualify for its global indexes due to concerns about suspicious trading, possible stock manipulation and poor transparency.
The announcement triggered a massive selloff, with Indonesian stocks plunging as much as 11.5%, their biggest daily crash since 1998.
The damage is already huge.
• The stock market has crashed more than 30% this year.
• Foreign investors have pulled out nearly $5 BILLION.
• The rupiah has weakened past 18,000 per U.S. dollar.
MSCI is now considering removing Indonesia from both emerging and frontier market indexes.
If that happens, major global funds tracking these indexes could be forced to sell Indonesian stocks, triggering another wave of selling.
With billions already leaving the country, Indonesia could face even more pressure on its stock market and currency.
TechM has been perhaps the outperformer in Large Cap IT space for quite some time.
Tech Mahindra is an Indian information-technology services company: it writes, runs and maintains software and computer systems for large companies abroad, and also runs their back offices.
Tech Mahindra Q2 FY27 results: Net profit up 32.7% YoY to ₹1,586 Cr; revenue up 15.6% to ₹16,180 Cr. EPS ₹16.19, operating margin 17.8%. #TECHM #Q2FY27 #Results
