Discover and read the best of Twitter Threads about #MindTree

Most recents (12)

📊MAJOR IT STOCKS AND HIGH LEVEL DETAILS

A Thread 🧵
📊TATA CONSULTANCY (#TCS)

💥Fundamentals: very good

💥Valuation: Expensive

💥Q1 FY23 result:

🏷Net Sales up 4.28% QoQ, Up 16.18% YoY

🏷Net profit down 4.51% QoQ, Up 5.22% YoY

💥Attrition Rate: 19.7%

💥Technicals: Slightly Bearish.

💥Below 50 day, 200 day moving average
📊INFOSYS LTD (#INFOSYS)

💥Fundamentals: very good

💥Valuation: Expensive

💥Q1 FY23 result:

🏷Net Sales up 6.8% QoQ, Up 23.57% YoY

🏷Net profit down 5.73% QoQ, Up 3.18% YoY

💥Attrition Rate: 28.4%

💥Technicals: Slightly Bearish.

💥Below 50 day, 200 day moving average
Read 13 tweets
Losing money trading on news ?
Here is how they TRAP you ! ❌

An eye - opening thread 🧵

We all know how these new channels trap innocent retail in their news spiral and provide exit to select entities.

Its widely spread but no-one speaks about it. So i decided to track these channels and their calls from past 4-5 days.

Some examples below :
#FSL AT 9:39 WAS GIVEN AS SELL WITH SL 122 (INTRA)

IT MADE A BOTTOM AT 9:40 AND BY EOD TOOK AWAY SLs ON ITS WAY
Read 13 tweets
MINDTREE reported that it is increasing investments in Metaverse Solutions and capabilities to extend its technology and design thinking leadership into an integrated consulting led Metaverse offering.
MINDTREE’s net headcount addition in FY22 was over 11,200, more than six times the headcount addition in FY21. Through FY23, MINDTREE expects its hiring of fresh graduates to increase significantly.
Read 9 tweets
So the next co we are going to look at is Mindtree. It is now an L&T group co & L&T is already sitting on a hefty gain since taking it over. The #mindtree business positioning still gives you Mr. Soota's touch.
* Industries & Domains
Mindtree operates into many industries & domains but they have broadly categorized industries into 4 segments.
- RCPG
- BFSI
- Travel & Health
- Communication & Media

Very clear segmentation but this has happened after L&T took it over.
* Services
4 Service Lines
- Customer Success
- Data & Intelligence
- Cloud
- Enterprise

Once again, very clear segmentation of services. No overload of information & not trying to convey that they do everything.
Read 32 tweets
“Last Diwali to this Diwali: Summary of Momentum Investments/ Trades taken (#MostlyMomentum)!!”:

Introduction of my journey so far:
I started my #StockMarket journey Jul- 2016:

•During 2016-17, as a typical new investor, started with TV Tips, and IPOs,
this (IPOs) helped in a way, best #DMART has still been the best of IPOs I applied for, got allotment, and kept for couple of months and captured fastest 282% of my #StockMarket journey.

• During 2017-18, decided not to go after TV Tips,
and started doing something on my own including a little Option “BUYING” 12, lost some funds in Option Buying, but gained a lot of experience regarding not to so something you don’t know. Alongside this, also started exploring cash market strategies of buying what is going up and
Read 25 tweets
A Thread on #VWAP - for #Intraday

With #Zerodha Charts that most of us use.

Kindly RT if you like it. 🙏

@kuttrapali26 @Mitesh_Engr @vivbajaj @caniravkaria @nakulvibhor @ST_PYI @PRSundar64
VWAP - One of the most trusted indicator is volume-weighted average price (VWAP). Simply average the price and volume and indicate a price point of the trading of day. Works in #intraday Only.
How to use #vwap -

First 15 minutes - #ASIANPAINT on a 5 min TF explained in pic below

- Entry based on #VWAP in morning gives max gains.
- In a bull chart it won't touch VWAP again in day.
Read 7 tweets
How you can filter stocks for Intraday trades - 🧵

As a kid, we would do homework before school the next day - you have to do homework here too. A specific sector performs on a particular day and studying things a day before will help you spot that particular sector. (1/11)
To prepare for the next trading day, you got to check the Index charts of all sectors. You got to keep an eye on a specific Index if you see a few factors:

- If any Index closed exactly at the resistance, you can get a trade on either side on the next day. (2/11)
- If it gave a rejection candle at resistance.

- If any Index closed exactly at support, you can get a trade on either side the following day.

- If there was a bullish signal at the support.

- If any Index gave a breakout or breakdown and then gave a good closing. (3/11)
Read 12 tweets
A lot of you requested me to post a thread on #LTTS. I did not find time, neither had motivation to do since it is a complex business to cover via something like Twitter thread or even a newsletter. Here I am posting only some abridged views.
I hold Both #LTI & #LTTS from IPO. I am an ex-LT/LTI so have a bit of sneak peak into company as well. Last 2+ years have been terribly bad for LTTS. Not because they did something wrong, but because of external factors.
ER&D space is a bit different than traditional IT. The revenue realization cycles are longer. Contracts are stickier but hard to come by as well. Unlike IT, ER&D is close to sectoral automation at frontline. IT plays role via software, but ER&D is much close to real automation
Read 25 tweets
Big news this week on economic front has been,inclusion of Healthcare sector under @narendramodi govt's ECLGS scheme,which gives collateral free loans to MSMEs

India reporting $20bn Trade surplus with USA,in goods&$8bn in Services,bodes well too

RBI had 25000Cr auction of GSAP
Excellent move by RBI to refuse to sell securities to PDs or even allow devolution--result was,10yr bond yield that shot up to 6.13% on Thursday,on day of GSAP auction,quickly cooled off to 6.07%,by Friday

Short sellers were trapped by RBI,preventing any hardening of yield curve
Fact that economy is on track, endorsed by solid Q4 results from #HDFCBank,with Profit up 18% at Rs 8186Cr&NII up 12% YoY,at 17120Cr

Deposits up 16%
Advances up 14%;Wholesale Loans up 22%

NIM came at a good 4.2%

GrossNPA down to 1.32% from 1.38% QoQ,while NetNPA steady at 0.4%
Read 6 tweets
Stocks for 06/08/20 Intraday

#BPCL
#HDFC
#CHOLAFIN
#CIPLA
#UJJIVAN
#APOLLOHOSP
#IOLCP
#MINDTREE
#BAJAJ_AUTO
#SIEMENS
#AMARAJABAT

Based on NR7, Volume and Volatility
3/11 Stocks gave tradeable moves today. A/D was Bullish at 2:1 which defined the bias for the day.

1/3 : #BPCL

Bullish start defined by wicks and presence of Wide range Buy candles, which broke the previous resistance

+1.5R booked till the next level of resistance. Image
2/3 : #CHOLAFIN

Start of day saw bearish moves but formed Double bottom at Support. Entry was taken when
- price formed wide range Bullish candle
- with Volume and
- closed above VWAP

+1R profits booked because of wicks at High Volume at resistance. Check Pinned Tip #1 ! Image
Read 4 tweets
Software Stocks Monthly Charts
.
Sonata 233.25
Sasken 465.35
Mphasis 919.15
Nuclues 273.30
Majesco 360.05
L&T Tech 1411.70
L&T Infotech 2109.65
Tata Elxsi 928.50
.
Which could Top the List 2 years from now on Investing Returns?
.
11July20 7:33
#Software #Stocks Monthly Charts
.
#Mastek 384.20
#Hinduja Global 676.95
#Intellect Design 110.95
#Kellton 15.00
#Cyient 250.30
#TakeSolutions 43.95
#Zensar Tech 126.80
#Ducon Infratechnologies 4.00
.
Stocks to avoid totally.
Which could they be?
.
11July20 7:44
Software Stocks Monthly Chart
.
#TCS 2222.35
#HCL Tech 582.25
#NIIT Tech 1592.90
#Wipro 222.10
#Oracle #OFSS 2769.00
#MindTree 1007.95
#TechMah 569.00
#Infosys 781.85
.
Which stock could fall back behind in the Race?
.
11July20 7:51
Read 4 tweets

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