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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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AimInvestments's profile picture.
AIM Investments
@AimInvestments
6 h

Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY. Healthy cash flows..

AimInvestments's tweet image. Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY. Healthy cash flows..
AimInvestments's tweet image. Sai Silk (Kala Mandir): Solid Results PAT up 73% YoY. Healthy cash flows..
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ShridhantS's profile picture.
microcap investors
 @ShridhantS
24 oct.

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

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

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 oct.

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 oct.

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

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NDTVProfitIndia's profile picture.
NDTV Profit
@NDTVProfitIndia
16 oct.

#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 oct.

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
7 oct.

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…
Ce tweet n’est plus disponible.
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suryachaudhary1's profile picture.
Sachin Chaudhari
@suryachaudhary1
7 oct.

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
2 oct.

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 août

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 sept.

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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Venkat a reposté
darshanvmehta1's profile picture.
Darshan Mehta
@darshanvmehta1
22 sept.

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 a reposté
varinder_bansal's profile picture.
Varinder Bansal 🇮🇳
@varinder_bansal
21 sept.

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...

Source: youtube.com
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NiveshwithRG's profile picture.
Rohan Gupta, CFP®
@NiveshwithRG
17 sept.

🚨 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 a reposté
ShridhantS's profile picture.
microcap investors
 @ShridhantS
18 sept.

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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Venkat a reposté
suryachaudhary1's profile picture.
Sachin Chaudhari
@suryachaudhary1
13 sept.

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 a reposté
Chart_Wallah108's profile picture.
Chart Wallah
@Chart_Wallah108
7 sept.

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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Venkat a reposté
ayushmarda07's profile picture.
Ayush Marda - Research Desk
@ayushmarda07
21 août

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 a reposté
Anvith_'s profile picture.
The Indian Investor
@Anvith_
5 sept.

📲 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…
Ce tweet n’est plus disponible.
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Venkat a reposté
punitbansal14's profile picture.
Punit
@punitbansal14
7 sept.

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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Venkat a reposté
ShridhantS's profile picture.
microcap investors
 @ShridhantS
7 sept.

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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omkaracap's profile picture. Slowly, Steadily but SURELY with Omkara. Registered Research Analyst (SEBI Reg. No. INH000008206) Registered Investment Adviser (SEBI Reg. No. INA000016825)

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