Category: Short term trend

Short term trend

Pre pandemic level on shipping costs

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Pre pandemic level on shipping costs
FT : Moneycontrol

With inflation still high and central bank rates set to rise further, demand is expected to remain weak for the rest of the year.

Shipping group Maersk predicts that demand for containers — a proxy for trade — will fall by 2.5 per cent this year.

The S&P monthly survey of purchasing managers indicated that new export orders contracted across the world throughout the second half of last year and in January. Last month, the IMF forecast that global trade growth would decline to 2.4 per cent this year, from 5.4 per cent in 2022.

Real estate · Short term trend · Wealth creation

REAL ESTATE : Is wait worth?

Its real ALPHA

Looking at Knight Frank report and few article here and here , it seems best to wait for a quarter or half year to get the best deal out of real estate.

Real estate sales for residential units at low and office units vacancy at high

Residential pricing is impacted and sharp fall witnesses in first half of 2020
Source : Business Standard
Inida office vacancy goes to high level of 14% after 4 years almost
Source Business standard
Short term trend · Stocks

CEMENT COMPANIES : Is Cost Reduction Sustainable?

Its real ALPHA
Power and fuel cost reduced for cement companies
Raw material cost reduced due to reduction in rates of fly and gypsum

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Economy · Medium Term trend · Short term trend · Stocks

SBI Cards : Sign of Future!!

Its real ALPHA

Looking at HDFC Bank Q4 confcall transcript analyses. One key point was discretionary spending on cards is effecting total spending. This do not bode well for companies like SBI cards where not only spending goes down but it will hit the profit as well due to late payment and increase of NPA in certain cases.

Discretionary spending on decline : Trouble times ahead for banks and especially listed SBI cards
Source tip: Analyst mohalla

Also Read : SWOT analysis : SBI Cards

In case you have any questions/ queries, please feel free to reach me through Contact Form

Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.

Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.