Xylem Investment Managers

Challenging market conditions, such as a bear market, can be tough, but they also present a unique opportunity to invest in undervalued stocks.💼📉 Remember, great companies often trade at discounts in bear market.💡✨ . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #nseindia #bseindia #zerodha #sensex #banknifty #marketresearch #indiatoday #stockmarketindia #investingwisdom #indianentrepreneur #sharemarket #news18india #Nifty50 #warrembuffet #Dalalstreet

Hefty valuations for these Sleepy MNCs? Forget Nifty50 growth, these MNCs have underperformed India's nominal GDP growth in a goldilocks period. Last 5 years sales CAGR: Siemens - 7% ABB - 9% Cummins - 10% Scheinder - 10% Timken - 12% Hefty valuations are just on account of institutional herding on account of perceived higher quality. Which I believe is misplaced given many related party transactions including royalty payments, services charges etc paid by India listed subsidiaries to parent. Given heavy ownership across these names, domestic institutions should atleast be more demanding wrt corporate governance and growth by these MNCs.

Management plays a crucial role in the success of any business💼. Competence, integrity, and a growth mindset are rare qualities that define great management.🌟 . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #nseindia #bseindia #zerodha #sensex #banknifty #marketresearch #indiatoday #stockmarketindia #investingwisdom #indianentrepreneur #sharemarket #news18india #Nifty50 #warrembuffet #RaamdeoAgrawal

"Indian MNCs are experiencing a surge in valuations that significantly outpace those of their parent companies.📈 This disparity is particularly notable, especially since many parent firms are trading at much lower P/E ratios." . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #zerodha #sensex #marketresearch #indiatoday #indianentrepreneur #sharemarket #news18india #Nifty50 #IPO #MNC #Industry

🌟 Reliance Retail reported a revenue of ₹2.1L crores, and its valuation is estimated at a whopping ₹10L crores! 📈 📱 Jio is set to be listed at around ₹9L crores, as per Jefferies, (combined value Retail+Jio = ₹19L crores! )💰 🤔 However, the current market cap of ₹18.5L crores, suggests that the legacy refining and new energy businesses is not valued at all 😮 💡 Demerger of retail and Jio will unlock value for legacy business🌍 🔍Disc: For educational purpose. Do your own research #Reliance #RelianceRetail #Jio #MarketValuation #InvestmentStrategy #Demerger #ValueCreation #StockMarket #InvestmentOpportunities #FinancialAnalysis #GrowthPotential #NewEnergy #RefiningBusiness #MarketCap #ShareholderValue

"Hyundai is set to launch India's largest IPO ever. However, its high valuation raises several questions among investors. Will it live up to expectations? 🤔" . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #zerodha #sensex #marketresearch #indiatoday #indianentrepreneur #sharemarket #news18india #Nifty50 #IPO #HyundaiIPO #HyundaiMotorIpo

"Understanding what you invest in is crucial for success in the stock market. 📈 Stick to your Circle of Competence to make smarter investment decisions!" . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #zerodha #sensex #marketresearch #indiatoday #indianentrepreneur #sharemarket #news18india #Nifty50 #WarrenBuffet #Rakeshjhunjhunwala #MohnishPabrai

Biggest catalyst for re-rating is change in earnings trajectory 🚀Value fashion emerges with supercharged growth on back of aspirational India story 📈 With SSSG growth of 30% + and supersonic rate of store expansion, this segment is on a tear Bazaar style -61% sales growth with 41% SSSG V2 retail - 64% sales growth with 34% SSSG 🌟 Entire segment itself has 10x potential for store expansion 📊 Valuation has already moved, but this is a megatrend at play 🚀 🔍Disc: For educational purpose. Do your own research #RetailGrowth #ValueFashion #InvestmentOpportunities #Xylem Vineet Gala Amogh Bhatnagar

"Learn about Vijay Kedia's investment strategy, the 'Smile' strategy, which focuses on small companies with medium experience and large market potential."📈 . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #zerodha #sensex #marketresearch #indiatoday #indianentrepreneur #sharemarket #news18india #Nifty50 #WarrenBuffet #RakeshJhunjhunwala #VijayKedia

The quick commerce industry is experiencing rapid growth, with competition intensifying as new players like JioMart, Flipkart Minutes, Amazon, and Ola prepare to enter the market. Who do you think will win the quick commerce race? . . . #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #cnbc #banknifty #zerodha #sensex #marketresearch #indiatoday #indianentrepreneur #sharemarket #news18india #Nifty50 #Quickcommerce #Ecommerce #Blinkit #SwiggyIPO #Zomato