Intrinsic Equity
@rishithegreat41
I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.
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A 70 PE stock has already discounted approx 50% CAGR growth depending uponmargins. So a good result e.g. a 40% rise in profits would actually be a bad result for the stock. And if the result is bad e.g. 5% then SWAHA for the stock. This is going to be the norm till a correction.
Nice thread
✈️Indian Aerospace Industry: On a High-Growth Trajectory ✈️India’s Aerospace and Defence (A&D) sector is on a rapid growth path, projected to reach $70 billion by 2030. Know more about the sector and companies involved.....🧵👇
nykaa had a similar overvalued IPO like lenskart. Price 400 se 120 aya. Platform platform kake mega valuation hua retail platform pe agaye. Even now it is at 900 PE can you believe it. Dunno what people smoke.
Give money to beggars and take blessings instead of subscribing to LENSKART ipo😊 WA FWD
Aerospace Components and MRO and ship building will be an industries which will zoom in the next decade. Air and Water
BREAKING 🚨 HAL & Russia’s United Aircraft Corp. sign MoU for production of Sukhoi SuperJet SJ-100 passenger jets. Aimed at UDAN Scheme in India, HAL now has rights to manufacture SJ-100 aircraft for domestic customers.
Indians are the most hypocritical people in this matter. They go 'dharti mata' , 'ganga maiya' and then spit on their own mother.
Whyyyyyy!! Simply asking Whyyyyyyyy!!!! Can we do a scan of such brains and research as to why do they do this?? May be parents of toddlers can use the research in future and better train our future generations!! @iPradeepSangwan @rishithegreat41
Sitting tight on Techera engineering. Not gonna repeat same mistake of zen techologies of losing patience n not riding a 5 year industry transformation.
🚨 BIG! India’s aerospace sourcing has SURGED from $250 million to $2 billion a year — a defining leap for India's aerospace sector 🇮🇳
Those who read the AR would have realized that the massive surge in profits is not due to ethanol but due to a 540 MW coal fired plant and 60000 MT aluminium plant bought in NCLT. That investor would have got a 50x bagger. Thats why its important to read AR than troll on SM😄
OBSC perfection Ltd. has an order book of 1200 cr with current sales of 142 crores. This gives it revenue visibility for next 3 to 5 years. Shifting gradually from a purely auto component stock to increasing share of defence and aeropace.
GTT data is having big ambitions : Consultancy in AI and data analytics to corporates. Right now its a basket of acquisitions in AI and data analytics led by a veteran software guru (Ex Zensar) and big names on board. Let see if they can pull it off.
This handle missed out techera engineering in earlier thread on aerospace. in this shipbuilding it forgot rappid valves.
India’s shipbuilding value chain - who does what, in order > Integrators (Yards): final assembly, hull blocks, outfitting, trials. Examples: MDL, Cochin Shipyard, GRSE, Goa Shipyard, L&T Defence. > Hull & Structural Steel: marine plates, sections, bulb flats, superstructure…
Ashish Kacholia has bought out Maharashtra defence fund and taken a 8% stake here on Friday.
India’s shipbuilding value chain - who does what, in order > Integrators (Yards): final assembly, hull blocks, outfitting, trials. Examples: MDL, Cochin Shipyard, GRSE, Goa Shipyard, L&T Defence. > Hull & Structural Steel: marine plates, sections, bulb flats, superstructure…
How i wish to get into the brains of these people and understand their thought process. Many would be buying it on EMI at that.🤪 Instead of being taught rubbish in school two subjects should be made compulsory 1. Personal financial management 2. Social hygiene and discipline
Standing in a long queue to shell 1.5 lakh rupees to get something that's not much different from what you already have in your pocket 🤦♂️
i see it all the time during treks on forts. They say Jai Bhavani Jai Shivaji and then throw plastic trash beer and alcohol bottles all over. Even condoms. Hypocrisy at its peak.
Majority of educated and rich people in India have zero civic sense, This is how they litter every public place and think its someone else duty to clean it. Can someone coin a name for Urban educated rich people with zero civic sense?
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