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[@Bytes_Equity](/creator/twitter/Bytes_Equity)
"Adani Enterprise has a moated business just like Adani ports.also doing several big things in defence and data centre. I also hold Adani ports since lower levels.but the issue here is holding X Adani group companies in a portfolio can be risky.i face this issue few years back.almost every year there is one political allegation on the company and all its stock tanks and portfolio suffers for no reason.whats ur view on this .infact other than adani enterprise adani power and adani green are also doing good but again holding soo many adani companies in a portfolio of 20-25 stocks can be risky"  
[X Link](https://x.com/Bytes_Equity/status/1978657293781856538) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-10-16T03:00Z XXX followers, XXX engagements


"Hospital sector outlook steady compounding to continue Outlook for next X years (FY2528 EPS CAGR FY28 EV/EBITDA FY28 ROE): Aster DM: XX% 18x XX% Artemis: XX% 9x XX% Yatharth: XX% 13x XX% Max Healthcare: XX% 23x XX% Rainbow Childrens: XX% 17x XX% Medanta: XX% 23x XX% Takeaways: Fastest earnings growth: Aster DM Artemis Attractive valuations: Artemis Yatharth Superior profitability (ROE): Rainbow Aster DM Source- Centrum"  
[X Link](https://x.com/Bytes_Equity/status/1975956113746001965) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-10-08T16:07Z XXX followers, XXX engagements


"Canara Bank -The Silent Winner 🏦 Both Canara Robeco AMC and Canara HSBC Life IPOs look fundamentally descent with valuations being the major attraction for investors. However the biggest winner from both these listings may not be the IPO subscribers its #canarabank and its shareholders. In this X part thread i will deep dive into the X companies(2 IPOs and then Canara bank itself). Here are my thoughts on both the IPOs and their potential impact on Canara Bank 👇 Part 1- Canara Robeco AMC -A High-Quality Play at a Reasonable Valuation #canararobecoamc is a 51:49 JV between Canara Bank and"  
[X Link](https://x.com/Bytes_Equity/status/1977571637101826271) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-10-13T03:06Z XXX followers, 8530 engagements


"Canara Bank- The Silent Winner 🏦 Part 3(Conclusion) - This is the final part and conclusion of the X post series on Canara Robeco and Canara HSBC. While both upcoming IPOs Canara Robeco AMC and Canara HSBC Life look decent individually the ultimate winner will likely be #canarabank and its shareholders. Heres why 👇 🔹 Value Unlock without Dilution- In 2020 and 2021 Canara Bank raised 2000 crore and 2500 crore respectively through QIPs. The problem with QIPs is dilution the number of shares rises which pressures EPS and other per-share metrics. Now through the two IPOs Canara Bank will raise"  
[X Link](https://x.com/Bytes_Equity/status/1978857776534483139) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-10-16T16:17Z XXX followers, 1216 engagements


"When i first entered #Aptus Value housing finance i knew it would be a patience testing affair as this PE investor- westbridge cross over fund was owning the company and holding around XX% in the company. Whenever shares would rise it would keep selling and thus preventing any meaningful rise. First signs of PE exit came in june when it exited around XX% of the company. Now yesterday it has completely exited Aptus. I couldnt be more happy. Now we have a NBFC majority of which is owned by promoters and several reputed FIIs(like Malabar) and DIIs(all major mutual funds). Since the PE investor"  
[X Link](https://x.com/Bytes_Equity/status/1963977706980446544) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-09-05T14:49Z XXX followers, 9730 engagements


"@soicfinance Waiting for the video. In the video please include JSW Energy also. The company has among the highest BESS Capacity plans by 2030 and has recently won SCI tenders also"  
[X Link](https://x.com/Bytes_Equity/status/1978861945072525496) [@Bytes_Equity](/creator/x/Bytes_Equity) 2025-10-16T16:33Z XXX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Bytes_Equity "Adani Enterprise has a moated business just like Adani ports.also doing several big things in defence and data centre. I also hold Adani ports since lower levels.but the issue here is holding X Adani group companies in a portfolio can be risky.i face this issue few years back.almost every year there is one political allegation on the company and all its stock tanks and portfolio suffers for no reason.whats ur view on this .infact other than adani enterprise adani power and adani green are also doing good but again holding soo many adani companies in a portfolio of 20-25 stocks can be risky"
X Link @Bytes_Equity 2025-10-16T03:00Z XXX followers, XXX engagements

"Hospital sector outlook steady compounding to continue Outlook for next X years (FY2528 EPS CAGR FY28 EV/EBITDA FY28 ROE): Aster DM: XX% 18x XX% Artemis: XX% 9x XX% Yatharth: XX% 13x XX% Max Healthcare: XX% 23x XX% Rainbow Childrens: XX% 17x XX% Medanta: XX% 23x XX% Takeaways: Fastest earnings growth: Aster DM Artemis Attractive valuations: Artemis Yatharth Superior profitability (ROE): Rainbow Aster DM Source- Centrum"
X Link @Bytes_Equity 2025-10-08T16:07Z XXX followers, XXX engagements

"Canara Bank -The Silent Winner 🏦 Both Canara Robeco AMC and Canara HSBC Life IPOs look fundamentally descent with valuations being the major attraction for investors. However the biggest winner from both these listings may not be the IPO subscribers its #canarabank and its shareholders. In this X part thread i will deep dive into the X companies(2 IPOs and then Canara bank itself). Here are my thoughts on both the IPOs and their potential impact on Canara Bank 👇 Part 1- Canara Robeco AMC -A High-Quality Play at a Reasonable Valuation #canararobecoamc is a 51:49 JV between Canara Bank and"
X Link @Bytes_Equity 2025-10-13T03:06Z XXX followers, 8530 engagements

"Canara Bank- The Silent Winner 🏦 Part 3(Conclusion) - This is the final part and conclusion of the X post series on Canara Robeco and Canara HSBC. While both upcoming IPOs Canara Robeco AMC and Canara HSBC Life look decent individually the ultimate winner will likely be #canarabank and its shareholders. Heres why 👇 🔹 Value Unlock without Dilution- In 2020 and 2021 Canara Bank raised 2000 crore and 2500 crore respectively through QIPs. The problem with QIPs is dilution the number of shares rises which pressures EPS and other per-share metrics. Now through the two IPOs Canara Bank will raise"
X Link @Bytes_Equity 2025-10-16T16:17Z XXX followers, 1216 engagements

"When i first entered #Aptus Value housing finance i knew it would be a patience testing affair as this PE investor- westbridge cross over fund was owning the company and holding around XX% in the company. Whenever shares would rise it would keep selling and thus preventing any meaningful rise. First signs of PE exit came in june when it exited around XX% of the company. Now yesterday it has completely exited Aptus. I couldnt be more happy. Now we have a NBFC majority of which is owned by promoters and several reputed FIIs(like Malabar) and DIIs(all major mutual funds). Since the PE investor"
X Link @Bytes_Equity 2025-09-05T14:49Z XXX followers, 9730 engagements

"@soicfinance Waiting for the video. In the video please include JSW Energy also. The company has among the highest BESS Capacity plans by 2030 and has recently won SCI tenders also"
X Link @Bytes_Equity 2025-10-16T16:33Z XXX followers, XXX engagements

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/creator/twitter::138833832/posts