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svnraju7's profile picture. I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

Venkat

@svnraju7

I work at an investment bank, specializing in equities and fundamental analysis. All views expressed are my own.

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varinder_bansal's profile picture.
Varinder Bansal 🇮🇳
@varinder_bansal
Oct 17

Acutaas (AMI) ♥️ D: Own, Advised & Biased since many years

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NDTV Profit
@NDTVProfitIndia
Oct 16

#Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit Read here: tinyurl.com/ye26jfs9

NDTVProfitIndia's tweet image. #Eternal Zomato revenue beats estimates. #Q2WithNDTVProfit Read here: tinyurl.com/ye26jfs9
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RJ Stocks
 @RakJhun
Oct 10

Portfolio of Capitalmind Flexi Cap Fund. AUM is ₹132.4 Cr. NAV is ₹9.64. 32% is held in Large-Caps, 33% in Mid-Caps & 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank & Gillette

RakJhun's tweet image. Portfolio of Capitalmind Flexi Cap Fund. AUM is ₹132.4 Cr. NAV is ₹9.64. 32% is held in Large-Caps, 33% in Mid-Caps & 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank & Gillette
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Venkat reposted
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Investors Compass
@selvaprathee
Oct 7

Belrise Industries – Structural Rerating Roadmap - From a 2W component maker to a multi-segment system supplier, - Belrise is engineering a structural rerating cycle built on execution, diversification, and capital efficiency - Let’s decode the 4 year transformation playbook…

selvaprathee's tweet image. Belrise Industries – Structural Rerating Roadmap - From a 2W component maker to a multi-segment system supplier, - Belrise is engineering a structural rerating cycle built on execution, diversification, and capital efficiency - Let’s decode the 4 year transformation playbook…
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Sachin Chaudhari
@suryachaudhary1
Oct 7

PG Electroplast Latest update from the management; 👉In 3Y company to get doubled 👉From Q3 on-wards will bounce back 👉New plant for refrigeration (1000cr) investment, starting from Dec26 👉Order booking already coming very strong from AC brands 👉Long term story very…

suryachaudhary1's tweet image. PG Electroplast Latest update from the management; 👉In 3Y company to get doubled 👉From Q3 on-wards will bounce back 👉New plant for refrigeration (1000cr) investment, starting from Dec26 👉Order booking already coming very strong from AC brands 👉Long term story very…
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Venkat reposted
EquityInsightss's profile picture.
Equity Insights Elite
@EquityInsightss
Oct 2

PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November⏬

EquityInsightss's tweet image. PG Electroplast (PGEL) : Latest Management Commentary Expecting Inventory normalisation by Mid November⏬
EquityInsightss's profile picture. Growth + Value Investor | SEBI Registered Research Analyst INH000021261 | Fundamental Analysis | SRCC Alum | Contact : https://t.co/6yXVi6mOff
Equity Insights Elite
@EquityInsightss
Aug 12

PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…

EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
EquityInsightss's tweet image. PGEL Q1FY26 - Concall Insights This Quarter reflected a sharp mismatch between seasonal demand expectations & actual offtake, leading to high inventory build up and a strain on cash flows April delivered strong momentum (+70% YoY), May grew ~18%, but June-July saw ~70% YoY…
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Venkat reposted
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Chart Wallah
@Chart_Wallah108
Sep 24

Minda Corp 🚘 High Potential High Growth Company 🔥 Vision 2030 • Revenue : 28% CAGR 🔥 • EBITDA : 30% CAGR 🔥 • ROCE : 20% -> 25% 🔥 Themes : Premiumisation, Import substitution & EV 💹

Chart_Wallah108's tweet image. Minda Corp 🚘 High Potential High Growth Company 🔥 Vision 2030 • Revenue : 28% CAGR 🔥 • EBITDA : 30% CAGR 🔥 • ROCE : 20% -> 25% 🔥 Themes : Premiumisation, Import substitution & EV 💹
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Venkat reposted
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Darshan Mehta
@darshanvmehta1
Sep 22

Big news for Gujarat Fluorochemicals Gujarat Fluorochemicals – Beneficiary of likely ADD on PTFE… ▪️The DGTR has recommended an anti-dumping duty in the range of USD 2,884/ton to USD 5,933/ton on imports of PTFE from China and Russia. Gujarat Fluorochemicals, India’s largest…

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Venkat reposted
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Varinder Bansal 🇮🇳
@varinder_bansal
Sep 21

DHANDHA Episode OUT! Northern Arc Capital: The Sutradhaar of India’s NBFC Full video: youtube.com/watch?v=9wpPzl… Invest 1 hour to learn and cut through the noise. Hamesha Padh Likh Kar Invest Karein. D: Biased, Owned, Advised @omkaracap @_NorthernArc @AshishMehrotra_…

varinder_bansal's tweet card. DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...

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YouTube

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Rohan Gupta, CFP®
@NiveshwithRG
Sep 17

🚨 𝐓𝐡𝐞 𝐧𝐞𝐱𝐭 𝐦𝐮𝐥𝐭𝐢-𝐛𝐚𝐠𝐠𝐞𝐫 𝐦𝐢𝐠𝐡𝐭 𝐧𝐨𝐭 𝐛𝐞 𝐢𝐧 𝐈𝐓 𝐨𝐫 𝐏𝐒𝐔 𝐛𝐚𝐧𝐤𝐬 It could be hiding in 𝐚𝐮𝐭𝐨 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬. Meet 𝐁𝐞𝐥𝐫𝐢𝐬𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 → a company with 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬. Here is the…

NiveshwithRG's tweet image. 🚨 𝐓𝐡𝐞 𝐧𝐞𝐱𝐭 𝐦𝐮𝐥𝐭𝐢-𝐛𝐚𝐠𝐠𝐞𝐫 𝐦𝐢𝐠𝐡𝐭 𝐧𝐨𝐭 𝐛𝐞 𝐢𝐧 𝐈𝐓 𝐨𝐫 𝐏𝐒𝐔 𝐛𝐚𝐧𝐤𝐬 It could be hiding in 𝐚𝐮𝐭𝐨 𝐚𝐧𝐜𝐢𝐥𝐥𝐚𝐫𝐢𝐞𝐬. Meet 𝐁𝐞𝐥𝐫𝐢𝐬𝐞 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 → a company with 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐭𝐫𝐢𝐠𝐠𝐞𝐫𝐬. Here is the…
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Venkat reposted
ShridhantS's profile picture.
microcap investors
 @ShridhantS
Sep 18

India - New growth areas -10× potential by 2035 Opportunities area - next gen E-commerce -AI& Cloud service -Auto ancillary - semiconductor & many more

ShridhantS's tweet image. India - New growth areas -10× potential by 2035 Opportunities area - next gen E-commerce -AI& Cloud service -Auto ancillary - semiconductor & many more
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Venkat reposted
suryachaudhary1's profile picture.
Sachin Chaudhari
@suryachaudhary1
Sep 13

Jyoti CNC P/E (TTM) 🟰 60 (3Y median = 95) EV/EBITDA 🟰 40 (3Y median = 65+) M/Cap to sales 🟰 11 (3Y median = 16) Yearly sales 🟰 1820cr (Order book = 4346cr) Margins always in Going up 🆙 trajectory from past 3Y [EPS growth 3Y = 42% ⬆️ / 1Y = 110%] Still Expensive ??…

suryachaudhary1's tweet image. Jyoti CNC P/E (TTM) 🟰 60 (3Y median = 95) EV/EBITDA 🟰 40 (3Y median = 65+) M/Cap to sales 🟰 11 (3Y median = 16) Yearly sales 🟰 1820cr (Order book = 4346cr) Margins always in Going up 🆙 trajectory from past 3Y [EPS growth 3Y = 42% ⬆️ / 1Y = 110%] Still Expensive ??…
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Venkat reposted
Chart_Wallah108's profile picture.
Chart Wallah
@Chart_Wallah108
Sep 7

Top 4 Mega Multibagger Themes 🔥🔥🔥 1) Semiconductor 2) BESS 3) Transmission 4) Data Centre A Mega [ Thread ] 🧵 Decoding Industry + High Potential Smallcaps 👇🏻

Chart_Wallah108's tweet image. Top 4 Mega Multibagger Themes 🔥🔥🔥 1) Semiconductor 2) BESS 3) Transmission 4) Data Centre A Mega [ Thread ] 🧵 Decoding Industry + High Potential Smallcaps 👇🏻
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ayushmarda07's profile picture.
Ayush Marda - Research Desk
@ayushmarda07
Aug 21

8 Stocks On My Watch ( High Growth + Undervalued ?) 🔥 In This Video We Deep Dive Into 8 Stocks Where We Can See (Recovery Mode:On) We Discuss - Business Models , Growth Triggers , Valuations and My Outlook with P2P ( Q1 FY 26 ) > Vimta Labs > PG Electroplast > Epack…

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Venkat reposted
Anvith_'s profile picture.
The Indian Investor
@Anvith_
Sep 5

📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr…

Anvith_'s tweet image. 📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr…
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Venkat reposted
punitbansal14's profile picture.
Punit
@punitbansal14
Sep 7

Specialty Chemicals | CDMOs | Manufacturing Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development Semiconductor Chemicals - These chemicals demand ultra-high…

punitbansal14's tweet image. Specialty Chemicals | CDMOs | Manufacturing Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development Semiconductor Chemicals - These chemicals demand ultra-high…
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Venkat reposted
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microcap investors
 @ShridhantS
Sep 7

Acutaas chemical 😎 1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry. 2.Battery:-business vertical serves & has been approved by multiple customer . ~10 products in Pipe line

ShridhantS's tweet image. Acutaas chemical 😎 1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry. 2.Battery:-business vertical serves & has been approved by multiple customer . ~10 products in Pipe line
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Venkat reposted
ShepJoel's profile picture.
Joel Shepherd Author
@ShepJoel
Sep 6

Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to their…

ANI's profile picture. Asian News International. Multi-media news agency, content for information platforms: TV, Internet, broadband,newspapers, mobiles https://t.co/eEMPAbzEwU
ANI
@ANI
Sep 6

At the White House, US President Donald Trump made the following significant statements on the India-US relationship: "I will always be friends with Modi, he is a great Prime Minister” "India and the United States have a special relationship. There is nothing to worry about"…

ANI's tweet image. At the White House, US President Donald Trump made the following significant statements on the India-US relationship: "I will always be friends with Modi, he is a great Prime Minister” "India and the United States have a special relationship. There is nothing to worry about"…
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Venkat reposted
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Chart Wallah
@Chart_Wallah108
Sep 3

𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 ⚡️ 🎇 BONUS : Best Stocks with huge future potential 💥 Govt. Vision : India to be top 5 emerging semiconductor hubs globally 🔥🔥🔥 A Mega ( Thread ) 🧵 Below 👇

Chart_Wallah108's tweet image. 𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 ⚡️ 🎇 BONUS : Best Stocks with huge future potential 💥 Govt. Vision : India to be top 5 emerging semiconductor hubs globally 🔥🔥🔥 A Mega ( Thread ) 🧵 Below 👇
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Abhijit Chokshi | Investors का दोस्त
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Sep 3

How to build a ₹1 crore portfolio in 10 years—starting from ₹0 In 2024, over 15 lakh people searched “how to become a crorepati” every month. However, most of them were seeking trading tips or cryptocurrency bets. Truth: You need 3 things: Discipline, a plan, and…

stockifiabhijit's tweet image. How to build a ₹1 crore portfolio in 10 years—starting from ₹0 In 2024, over 15 lakh people searched “how to become a crorepati” every month. However, most of them were seeking trading tips or cryptocurrency bets. Truth: You need 3 things: Discipline, a plan, and…
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GingerInvest44's profile picture. Trader & Investor 🎯🚀, Stock Analysis 😍, Investing theories⌛, Daily trade analysis 💹, Not SEBI registered ❌. No reco ❗. Views are personal 👋

Ginger Investor

@GingerInvest44
Portfolio_Bull's profile picture. 22 years Old Investor 🥸 || Microcap/Smallcap Fundamental Analyst || No Bak-Bak || Not SEBI Registered || Don’t Forget To Check Highlights ||

Pratham khanna

@Portfolio_Bull
Stocki_zen's profile picture. 📊 Stock Charts | Earnings Plays | Sector Trends 🧠 Clarity Over Hype. Research Over Noise. 📘 SEBI RA – INH000017675 🔗 https://t.co/5EWy4RnywZ

Stockizen Research ll SEBI RA

@Stocki_zen
AlphaWealth000's profile picture. 20+ years in Indian Equities | Smart Research | Wealthbuilding | Alpha across market cycles | Keen Learner YT Channel- https://t.co/lHUd6ylIaf

Alphawealth Avenues

@AlphaWealth000
TheThevaluetrad's profile picture. Fundamental Analysis | Technical Analysis | 7+ years of Experience in Stock Market 💡💼No Buy / Sell Recommendation 📈 NISM Certified 📞Contact: +91 9450049279

The Value Trader

@TheThevaluetrad
selvaprathee's profile picture. Equity Research | Stock Market Insights | 10+ Yrs in SM | Not SEBI Registered | Edu & Learning Only | No Trade Recos | Views Personal | Investor & Swing trader

Investors Compass

@selvaprathee
anandmahindra's profile picture. Chairman & Team member, Mahindra Group

anand mahindra

@anandmahindra

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