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Here is this Week’s Market Wrap

'Prepare With Patience' written by @shyamsek

A thread! (1/n)

#globalmarkets #investors #marketwrap
The last week has caused a significant reset in our investing. We are once again worried about how global factors will come to hurt. Banking, which is the bed rock of every economy looks like the most rattled space in the west. (2/n)

#banking #economy #investments
When smaller banks look weak, they create a systematic scare which needs to be urgently addressed. What we are seeing in the US is a rush to douse the fire that can damage far more than we can imagine. (3/n)

#bankingsector #globaleconomy
Read 11 tweets
1/7 This was a FASCINATING article from @FortuneMagazine

Overconfident #tech #CEOs have overpaid for ‘box tickers’ and ‘taskmasters.’ Here’s why the real ‘creators’ will survive the mass #layoffs

yahoo.com/entertainment/…
2/7 "$CRM CEO Marc #Benioff and $META CEO Mark #Zuckerberg have admitted that they hired too many employees under the assumption that the growth their #sector experienced during the pandemic would continue."
3/7 "In periods of growth, the errors made by overconfident #CEOs are often buffered by the upswing of the economic cycle. In contrast, during upswings, underconfident CEOs lose out because they stay hamstrung with #risk aversion."
Read 7 tweets
1/14 This piece from @latimes @hiltzikm about the #southwest meltdown is a must-read ⬇

Southwest’s meltdown was born in America’s cheapskate corporate culture

loom.ly/wzy4k30
2/14 "The short answer is their underinvestment in preparation and planning. For decades, Big Business has been squandering its resources…instead of spending on workers and infrastructure. There’s not enough give in the system, so when crisis comes, it doesn’t bend, but breaks."
3/14 $LUV gross profit for the twelve months ending September 30, 2022 was $5.928B, a 53.81% increase year-over-year.
Read 14 tweets
Bad enough that @SensyneHealth has cost NHS Trusts nearly £15 million - Lord Drayson's claim to be 'giving something back to the NHS' lies in tatters - but what people should *really* be asking about is the MILLIONS of #patients' data the company claims to be processing...
...because, as our letter to the Trusts in April pointed out, at least some of their patients' data that they handed over is #linkable #pseudonymised data - i.e. it is #identifiable, thus #PersonalData in UK law:

medconfidential.org/wp-content/upl… Pseudonymised Data  On the matter of the data itself, whethe
So while @SensyneHealth's #shareholders might want to check the company's claims about the #amount of NHS patients' data it actually has, those Trusts that HAVE passed #identifiable data to #Sensyne should terminate their agreements asap - and demand certified #deletion, too...
Read 7 tweets
You requested and we delivered!🙌

Presenting you, StockEdge Version 7 with 10 of the most demanded features!

Now available on web.stockedge.com and will soon be available on #Android & #ios.

@mystockedge @vivbajaj @vinaypagaria

🧵Here's a thread on what's new-
You can now download all scans, strategies and my combination scans data in EXCEL Sheet for your #research.

Check here: web.stockedge.com/whats-new-deta… Image
Now you can check 7 day historical data of scans and #strategies.

Check here: web.stockedge.com/whats-new-deta… Image
Read 13 tweets
#THREAD MEDIA RELEASE: New report by @theACIJ @JusticeMyanmar exposes Adani Ports' commercial ties to #Myanmar military company #MEC, led by Senior General Min Aung Hlaing- accused war criminal & coup leader. We call on investors to #divest #StopAdani acij.org.au/joint-media-re…
Yadanar Maung, @JusticeMyanmar:"We therefore call on Adani Ports' #shareholders and #creditors to uphold their human rights responsibilities by cutting ties with #AdaniPorts for its continued business with the criminal junta. Stand with the people of #Myanmar." #StopAdani #Divest
Ahsan Haque from @BRCA_Australia: "It's time to hold such businesses accountable in the same light. We call on investors to immediately divest from #AdaniPorts."
Read 9 tweets
CTFN's #ICYMI weekend edition: #Merger and deal activity are expected to be robust in 2021, and regulator scrutiny is expected to be rigorous.

(thread) #antitrust #investming #stocks
In the meantime, key changes will occur under the new #Biden administration at the U.S. Federal Trade Commission that is anticipated to weigh heavily on big pharma deals, @dalter28 wrote

#FTC #antitrust #MnA
Further for one big pharma deal, Surani Fernando wrote that while @AstraZeneca's $39 billion bid for @AlexionPharma has drawn a number of critics, a strategic build-out of immunology may prove an important rationale for the deal

#mergers #healthcare $ALXN $AZN
Read 9 tweets
This #TweetStorm is just an itch to write about ITC Limited which everyone has spoken about :). Pardon me if its totally useless. 1) FII shareholding in December 2016 Peaked at 20.89%. Reducing Every Quarter since then !! Down to 14.6% in June 2020.
2) Mutual Funds have gone from 2.65% to 9.45%. Insurance Companies mainly - LIC,GIC etc continue to own 20-22% in the same period. Even SUUTI has gone down from 11.13% to 7.94%.
3) #Retail below 2 lakh capital has gone from 8.73% to 9.2% to 9.47% in last 2 qtrs and no of #shareholders from 10.57 lakhs to 12.7 lakhs to 14.61 lakhs between Dec 2019 to June 2020. Should be more higher in Sept 2020 !!
Read 5 tweets
SPECIAL REPORT:Despite leaving nearly every other sector of the economy in ruins, the #COVID19 pandemic has been a windfall for the for-profit #healthcare industry, which is expecting to make dazzling profits off of the crisis.
By: @AlanRMacLeod
#GOT7
mintpressnews.com/covid-19-crisi…
United #healthcare the country’s largest insurer, controlling over 50,000 #Doctors will announce yearly profits of over $21 billion. Former healthcare industry director @wendellpotter, has accused the conglomerate of unethical practices.
#coronavirus
mintpressnews.com/new-research-s…
"Patients are getting crushed financially because of UnitedHealth’s actions. And, some doctors may as well,” Potter says, concluding that, “As ER docs & other #Physicians risk their lives treating #COVID19 patients, @UnitedHealth is playing games to rake in profits.
#TrumpVirus Image
Read 6 tweets
@RBI 1/n
The sad story of Indian banks, ministries, Court
Send email to Supreme Court regarding irregularities but it seems they are least concerned
The banks have disbursed loans which they themselves know that they will become NPAs and no recovery possible
@RBI 2/n
The modus operation in #realestate newspapers full of advertisements with ponzi schemes in convince with banks who approved these ghost projects trapping #CheatedHomeBuyers
@RBI 3/n
SEBI failed to penalize listed banks and loan companies for non compliance with regulations
They are doing fraud with #depositors #shareholders which will impact future trust on Indian companies by FIIs
Read 11 tweets
😂😂😂
#Germany #Berlin

#BER is to open its doors at the end of October next year. According to a report, the cost of the new capital city #airport will once again #rise by 300 million euros. Because of the long construction time, it probably also changes to the offered routes.
According to a media report, the costs for the capital's airport #BER are even higher than planned. As the "@BILDamSONNTAG" cites a confidential report to the shareholders #Berlin, #Brandenburg and the federal government reports,
the #airport company for the #financing plan 2021 to 2024 requires almost 300 million euros more than previously estimated.
Read 10 tweets
At same period the UK Authorities, banks & state owned companies all converged with their plans to take our home, our car & our money, my mother's #DWP welfare benefit was also targeted on several occasions, the worst being what happened at #Adecco #Guardian #TheTimes #GMB
My mother was seeking #employment & arranged an appointment with #OfficeAngels who she was already registered with & had worked for, for years. However, the time & date of the appointment was at a similar time to that of her sign on with the #DWP. #Jobseekersallowance #Jobseekers
Read 21 tweets
Despite having a monopolistic situation in many businesses, many #PSUcompanies haven't generated attractive #returns for their #shareholders. More than for #investors, the govt. is likely to benefit by the provision of allowing 80C deduction on #investments. #Budget2019
PSU #ETFs have a high portfolio concentration & single sectoral exposure. For eg. CPSE ETF holds over 60% of portfolio in energy sector & top 4 stocks constitutes over 75% of portfolio. Similarly, Bharat-22 holds 55% of portfolio in top 5 stocks. #Budget2019 @TheEconomist
#Investors having primary objective to #savetax, cannot ignore the performance of #ELSS #mutualfunds. Fund manager, considers number of factors like macroeconomic indicators, financial strength of a company & its competitive advantage etc. while constructing portfolio.#Budget2019
Read 5 tweets
This all started because the #MetPolice & #LBRUT couldn't do their jobs properly & then decided to take the law into their own hands. The result of this decision has led to events stranger than fiction

#BBCNews #Skynews #Itvnews #Channel4News #ThisMorning #TheresaMay #UKGov #LBC
My company was raided. It should have been a straightforward matter. But the #MetPolice & #LBRUT forgot to seize my computer & came back to do a 2nd raid. The search warrant didn't permit a second entry, however, #LBRUT entered unlawfully

#Guardian #Telegraph #DailyMail #GMB #UK
Complaints were then made to my MP #VinceCable. He liaised with the #Metpolice & #LBRUT. And then weeks later, the search warrant was completely changed & was passed off as the search warrant executed on the day of the raids.

#DailyPolitics #Libdems #Conservatives #labour #bbcdp
Read 145 tweets
It's a criminal offence to falsifying a legal instrument. But if the #MetPolice / #LBRUT do it, then there is not even an investigation. 12 years of silence. Evidence to prove it - ukcoverup.com/search-warrant-

#skynews #lbc #theresamay #uk #bbcnews #coverup #c4news #worldnews #ukgov
Welcome to the #Metpolice who also changed & falsified my arrest details. Have a look at the evidence here ukcoverup.com/arrest-details as it's all easy to prove & that's why it's never addressed

#R4today #corruption #coverup #leadership #values #corevalues #bbcnews #skynews #itvnews
Read 97 tweets
Oh the geezers are hard at it grafting media, it's always great to have easy scapegoats "North Korean cyber gangs.." a.msn.com/01/en-ie/AAt9g…
2/"Mr Murphy’s firm was the first in the world to liaise with computer giant IBM over the use of the super-computer ‘Watson’ for real-time--
3/artificial intelligence-based defence against cyber criminals." Bear with me, I'm about to post a few more links in #THREAD #CyberSecurity
Read 71 tweets

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