Dhiren Shah
@dhirenshah64
KAMAYAKYA ! investor with a focus on fundamental Research. all my views are personal.
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Happy to share that KamayaKya has crossed 2000 lifetime subscribers on smallcase.com. As we strive for another year of prosperity, we have launched a new smallcase for HNI’s (details in photo): 🚨 DISCOUNT: Use code HAPPYDIWALI for 25% off, valid only till 31st Oct,…
Last 9 month quality stock’s falling gives interesting entry for Dividend yield stocks plus growth potential. Recently bought 3.5 percent dividend stocks like RITES and MPS Ltd . Looking at 25 percent annual gains.
🏢 Jaykay Enterprises Ltd - Critical Analysis & Future Outlook 🏢 Overview of Jaykay Enterprises Jaykay Enterprises Ltd. (#JaykayEnterprises), part of the 140+ year-old JK Organisation (#JKOrganisation), has shifted gears from its legacy industries to a Digital & Technology…
🚨 “Spoke about #JaykayEnterprises & boom — stock starts dropping BIG good news! ₹139 Cr Ircon order lands right after the buzz!” 🚨 👉 Its JV JK Phillips LLP (with Phillips Machine Tools, USA) has bagged a ₹139.48 Cr order from Ircon International Ltd (a Govt. of India…
Much Awaited Summit of the Year is here around the Corner. 📊 Investing Accelerator Summit - GOA - 2025 @ias_summit @MashraniVivek @ishmohit1 @cautkarshpandey 👨✈️Seasoned Veterans ↗️ Upcoming Fund Managers 🏖️ Excotic Location 🍱 Sumptuous Food Dm for more info.
🎉 MAJOR MILESTONE UNLOCKED! 🎉 We're excited to share that we've officially crossed 1,000 lifetime subscribers on our smallcase! ✨ The Numbers That Matters: - 1,000+ Lifetime Subscribers - 701 Active Subscribers - ₹20+ Crores Assets Under Management This incredible journey…
🚨 Izmo Ltd | The Smallcap You’ll Regret Ignoring by FY26 Auto SaaS on one side. Photonics + SiP chips on the other. No listed company in India is doing both — profitably. Here’s a deep dive into the ₹200 Cr tech firm building India’s first commercial photonic chip 🧵 #Izmo…
🚀 Megasoft Ltd (MEGASOFT) — evolving from IT to a multi-vertical defence-tech & pharma platform. We’re tracking the Sigma–Indrajaal–Extrovis ecosystem. 👉 A full deep dive 🧵: (disclamer: personally holding it) #DefenseStocks #StockMarketIndia #Megasoft 1/10
🎉 Celebrating 2 incredible years of growth and success! We're thrilled to announce that our "KamayaKya - Value Buy Opportunities Fundamental" smallcase has climbed to 4th rank over the past year! This achievement marks two years of consistent performance through our meticulous…
Startup’s transform a nation’s economy. Not immediately perhaps - but over years and decades. The Indian business landscape has been radically transformed from when I began my working career forty years back. In hindsight it looks like a revolution but it has actually been an…
Behind the Brush: Real Insights from the Paint Industry! Recently, a leading dealer shared compelling views on competition in the paint sector. Discover firsthand experiences and trends shaping this vibrant industry. Don’t miss this engaging read! kamayakya.com/kamayakya-week…
Dive into China's bold $284 billion debt move, discover why India's box office is struggling, and see how the steel industry is navigating intense pricing pressure from rising imports. kamayakya.com/economic-shift…
Infoedge : Consumer internet company crosses market cap 1 lac cr ATH . Its digital brands bigger than fmcg brands , digital transactions,e-commerce and India quality infrastructure, the ecosystem is ready to double its market cap in next 2 to 3 years.
We've been bullish on Amber for a while, but how does it stack up against other players in the industry? Our analysis suggests that Amber has a significant edge over Epack Durable. Amber's diversified portfolio, including electronics and semiconductors, offers greater growth…
We spotted a lucrative opportunity in IG Petrochemicals due to the widening spread in phthalic anhydride and orthoxylene. By leveraging CMIE data, we identified a potential for significant margin expansion. The company's strong financials and diversification plans further…
Hosting the Olympics often promises economic gains but frequently delivers financial burdens. While tourism and infrastructure improvements can be positive outcomes, the reality includes substantial costs, long-term debt, and even abandoned facilities. The economic impact of…
Celebrating Success & Smart Picks! After a stellar subscriber call and a Top 10 smallcase ranking, we had a team lunch at a restaurant run by one of our recommended companies (Speciality Restaurants Ltd.)! SEBI Research Analyst Registration No: INH000009843 Disclosures:…
Join Us In Empowering Transformation: Driving 10x Growth in BFSI L&D with Our Expert Speaker Arindam Ghosh Co-Founder at Alphaniti At Torus SkillForce Presents BFSI L&D Strategy Knowledge Series. On 11th July 2024, In Ginger Mumbai Airport. Register Now: lnkd.in/gb7U2HWi
We're happy to share that our KamayaKya Smallcase is performing well, ranking among the Top 10 for smallcases under 1 month! Stay tuned as we continue to refine and develop our approach to help you reach your investment goals! SEBI Research Analyst Registration No:…
Have a fun weekend read! #smallcap #pharma KamayaKya’s stock picking philosophy, Case Study: Gufic Bioscience Ltd. link.medium.com/P0rTgpTq6Ib
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