Royal Nandamuri

Took some position in Ashok Leyland . Kutumbarao thatha eppatinuncho chebutunnadu it will break out anytime ani . Same happened yesterday.
EV commercial vehicle sector lo one of the leading player orders kooda various state govts nunchi vastunnayi. Good chances of this doing well in coming quarters as well.

Took some position in Ashok Leyland . Kutumbarao thatha eppatinuncho chebutunnadu it will break out anytime ani . Same happened yesterday.
EV commercial vehicle sector lo one of the leading player orders kooda various state govts nunchi vastunnayi. Good chances of this doing well in coming quarters as well.

Best day of my investment journey so far. Portfolio ki dishti teesukunta ivala 😋
LTTS , Varun Beverages, HUL, Zomato , Sona BLW
 

Best day of my investment journey so far. Portfolio ki dishti teesukunta ivala 😋
LTTS , Varun Beverages, HUL, Zomato , Sona BLW
 

Understood brother 👍
I took your advice in the right sense 😊
Thats the reason why I’m posting here by not only believing in the above news 

Ila cheppinavi assalu invest cheyakandi,. on what basis 400 reach avutundo adigithe emi cheppaleru, endukante euphoria tho vache conviction ala untundi, same ilanti crazy targets yr Adani ki, laurus ki kooda chepparu chala mandi. 

Zomato/paytm ..even in tv interviews hindi/english....all said positive
Only vivekam uncle matrame...fair price 103 ..so expensive antunadu....becoz he always goes by Q no.s and future prospect ni less weightage istadu
Ya ashok leyland also gud..aa 190 range breakout aitje it can rally

Kutumbam - 
Goodluck india
Vishnuprakash r punglia- realestate
Paytm/suzlon/zomato - will double
Epl, 5star finance-(midcap)
United spirits,ashokleylnd,kotak-(largecap)

Ninna vachi di bro
Earnings are in line with estimates but the guidance cut for upcoming quarters. Hence the fall today.

But valuations or historical p/e wise....private large banks very attractive ....patience undali anukunta

Prasad uncle about TaMO share.
 

Pls follow this video once on how vedanta cheats it's shareholders and how promoter looks for his own personal interest than making the company profitable
 
 

Pls follow this video once on how vedanta cheats it's shareholders and how promoter looks for his own personal interest than making the company profitable
 
 

Yuvagalam nice edits
 
 

Yuvagalam nice edits
 
 

Asset Quality & Credit Cost
 NDA/Current Bucket collections back to pre-Covid level of around 100%.
 Slippages were Rs190mn and Upgradation and Recoveries were Rs590mn in Q4 FY23 - Slippages were Rs3.35bn and Upgradation and Recoveries were Rs5.1bn in FY23.
 Bad Debt recoveries will continue during FY24, but the quantum will be lower than FY23 – recoveries will come from current Rs10bn+ worth of technically written-off portfolio.
 Collection efficiency on NPLs at 40-45% and collections on Restructured assets was 111% in March - a good part of the currently held provisions on these loan pools could be writtenback in current year.
 Blended guidance of up to 100 bps credit cost for FY24 factors some write-back of existing provisions – bank not expecting any negative surprise on asset quality front.
 Not looking at reversing/utilizing the Floating Provisions.

Better late than never bro..

Anthakumundu chetilo cash ledu bro, monna quarterly earnings call tarvata konchem cash unte teesukunna longterm kosam