Discover and read the best of Twitter Threads about #macquarie

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Thread for Macquarie Island and Kermadec Islands thread RE: #earthquake There was a 6.8 - 6.9 yesterday - New Zealand and other earthquakes + plate shifts recently. More happening as we speak, 4 magnitude range. Ongoing. #macquarie #kermadec twitter.com/i/web/status/1…
analyst analyzing and trying to predict what should not be predicted
In case this helps anyone if videos circulate in the future.
Read 3 tweets
#Currenta 6 getötete Arbeiter, 1 Vermisster und 31 zum Teil schwer Verletzte. Unsere Anfrage vom 28.07.21 ist unbeantwortet. Wer sind die Toten? Was taten sie zum Zeitpunkt der Explosion? arbeitsunrecht.de/wp-content/upl…
Warum das wichtig ist? Hier unter Quellen: arbeitsunrecht.de/arbeitsunrecht…
Read 8 tweets
#UPL #Basics
-5th largest agrochem. company in the world (Mark. Cap: 34,699 Cr.)
-ROCE: 10.36 %
-ROE: 14.87 %
-D/E: 1.52
-Trading at a discounted price based on both P/S ratio (0.97) and Trailing P/E

@saketreddy @unseenvalue @caniravkaria @nid_rockz @ThetaVegaCap @DhanValue
-Profit growth 5Years: 12.18
-MF increased their holding last month
-Wider footprint and extensive product portfolio to drive growth
-Arysta merger synergies to improve margins
-Long term revenue based on the company’s robust R&D initiatives on several new products
#Macquarie
++Some inputs from the #Macquarie research regarding the UPL debt concerns.

-UPL is expected to generate healthy cumulative FCF of Rs72bn over the next 3 years.
-Leverage to decline. Healthy FCF generation to support deleveraging for UPL.
Read 4 tweets

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