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Nooresh Merani

@nooreshtech • 103,428 subscribers

Research Analyst/Trader/Investor. Blogging on Indian Equity Markets for 20 yrs. SEBI- RA INH000008075.

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Funny Concall highlights Jeena Seekho Health Care Q4 FY26

Funny Concall highlights Jeena Seekho Health Care Q4 FY26

78,457 просмотров • 10 дней назад

A Structural Change in Indian Textiles !! 1) Cotton supply is becoming tighter 2) India's spinning industry has become structurally tighter 3) China is surprisingly the biggest near-term demand driver 4) Yarn spreads are improving 5) Margins have structurally bottomed 6) Capacity utilisation is already very high 7) Garmenting — the recovery is more H2FY27 8) India is benefiting from "China + 1" 9) UK FTA could become a meaningful 10) Capex is becoming an important earnings trigger

A Structural Change in Indian Textiles !! 1) Cotton supply is becoming tighter 2) India's spinning industry has become structurally tighter 3) China is surprisingly the biggest near-term demand driver 4) Yarn spreads are improving 5) Margins have structurally bottomed 6) Capacity utilisation is already very high 7) Garmenting — the recovery is more H2FY27 8) India is benefiting from "China + 1" 9) UK FTA could become a meaningful 10) Capex is becoming an important earnings trigger

15,461 просмотров • 1 день назад

QSR Same-Store Sales: What Changed in Q1 FY27?

QSR Same-Store Sales: What Changed in Q1 FY27?

15,678 просмотров • 5 дней назад

HT Media’s Preferential Issue @ 24.7 vs book value of 70 : Fair, Legal — But Is It Ethical? A Shareholder Raises a Question Worth listening !!

HT Media’s Preferential Issue @ 24.7 vs book value of 70 : Fair, Legal — But Is It Ethical? A Shareholder Raises a Question Worth listening !!

12,134 просмотров • 6 дней назад

Why did Nifty fall by 300 points in the last 30 minutes? Lets understand MSCI Rejig !!

Why did Nifty fall by 300 points in the last 30 minutes? Lets understand MSCI Rejig !!

99,037 просмотров • 2 месяцев назад

Why does the stock go down on a good result and up on a bad result? Lets find out.. #earningsseason

Why does the stock go down on a good result and up on a bad result? Lets find out.. #earningsseason

28,547 просмотров • 1 месяц назад

Kicking off a new “How To” series for investors and traders in Indian equity markets. First up: How and where to analyse bulk deals !! All the links Nse Bse Stockedge Trendlyne Manish Mall Mayank Patwardhan #bulkdeals

Kicking off a new “How To” series for investors and traders in Indian equity markets. First up: How and where to analyse bulk deals !! All the links Nse Bse Stockedge Trendlyne Manish Mall Mayank Patwardhan #bulkdeals

22,503 просмотров • 4 месяцев назад

Kitne saal main paisa double hota hai ? Should we actually try to time the market ? A free youtube series with Upsurge.club on Why When and How to Invest in Smallcaps and Midcaps using Technical Analysis Part 1 is out...Watch it here:

Kitne saal main paisa double hota hai ? Should we actually try to time the market ? A free youtube series with Upsurge.club on Why When and How to Invest in Smallcaps and Midcaps using Technical Analysis Part 1 is out...Watch it here:

20,811 просмотров • 3 лет назад

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