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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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ShridhantS's profile picture.
microcap investors
 @ShridhantS
24.10.

GLP -1 theme 💯💯💯 Acutaas chemical/ Ami organic #Acutaas

Tijori1's profile picture. Alternate Data on Companies and their Supply Chains
Tijori
@Tijori1
24.10.

GLP-1 theme Companies with marketcap < 25000Crs who have exposure to this theme

Tijori1's tweet image. GLP-1 theme Companies with marketcap &amp;lt; 25000Crs who have exposure to this theme
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Chart_Wallah108's profile picture.
Chart Wallah
@Chart_Wallah108
18.10.

𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 Diwali Picks of top 20 brokerage houses 🔥 Save it for later 🔖 A Mega [ Thread ] 🧵

Chart_Wallah108's tweet image. 𝟭𝟬𝟬+ 𝗗𝗶𝘄𝗮𝗹𝗶 𝗣𝗶𝗰𝗸𝘀 🪔 Diwali Picks of top 20 brokerage houses 🔥 Save it for later 🔖 A Mega [ Thread ] 🧵
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varinder_bansal's profile picture.
Varinder Bansal 🇮🇳
@varinder_bansal
17.10.

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

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NDTVProfitIndia's profile picture.
NDTV Profit
@NDTVProfitIndia
16.10.

#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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RakJhun's profile picture.
RJ Stocks
 @RakJhun
10.10.

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 &amp;amp; 20% in Small-Caps. Cash is 13%. Top 10 holdings are Bajaj Finance, PayTM, Airtel, HDFC, Fortis Health, Radico Khaitan, Maruti, InterGlobe, ICICI Bank &amp;amp; Gillette
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selvaprathee's profile picture.
Investors Compass
@selvaprathee
07.10.

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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suryachaudhary1's profile picture.
Sachin Chaudhari
@suryachaudhary1
07.10.

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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EquityInsightss's profile picture.
Equity Insights Elite
@EquityInsightss
02.10.

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
12.08.

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 &amp;amp; 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 &amp;amp; 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 &amp;amp; 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 &amp;amp; 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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Chart_Wallah108's profile picture.
Chart Wallah
@Chart_Wallah108
24.09.

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% -&amp;gt; 25% 🔥 Themes : Premiumisation, Import substitution &amp;amp; EV 💹
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darshanvmehta1's profile picture.
Darshan Mehta
@darshanvmehta1
22.09.

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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varinder_bansal's profile picture.
Varinder Bansal 🇮🇳
@varinder_bansal
21.09.

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...

youtube.com

YouTube

DHANDHA: Northern Arc Capital Business Analysis | The Sutradhaar of...

Quelle: youtube.com
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NiveshwithRG's profile picture.
Rohan Gupta, CFP®
@NiveshwithRG
17.09.

🚨 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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ShridhantS's profile picture.
microcap investors
 @ShridhantS
18.09.

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&amp;amp; Cloud service -Auto ancillary - semiconductor &amp;amp; many more
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suryachaudhary1's profile picture.
Sachin Chaudhari
@suryachaudhary1
13.09.

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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Chart_Wallah108's profile picture.
Chart Wallah
@Chart_Wallah108
07.09.

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
21.08.

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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Anvith_'s profile picture.
The Indian Investor
@Anvith_
05.09.

📲 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 &amp;amp; infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark &amp;amp; Repost 🧵 🔹 Capex Heavyweights – Fab &amp;amp; OSAT ▪️ CG Power – ₹7,600 Cr…
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punitbansal14's profile picture.
Punit
@punitbansal14
07.09.

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 &amp;amp; has been approved by multiple customers &amp;amp; maintains a healthy innovation pipeline with ~10 products under development Semiconductor Chemicals - These chemicals demand ultra-high…
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ShridhantS's profile picture.
microcap investors
 @ShridhantS
07.09.

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 &amp;amp; has been approved by multiple customer . ~10 products in Pipe line
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ShepJoel's profile picture.
Joel Shepherd Author
@ShepJoel
06.09.

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
06.09.

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: &quot;I will always be friends with Modi, he is a great Prime Minister” &quot;India and the United States have a special relationship. There is nothing to worry about&quot;…
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Dr. Chandrashekhar Karpoor

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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

United States Trends

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