@LearningEleven Sekhar

Several Indian companies across various sectors have garnered attention from analysts and financial institutions. Laurus Labs, Divis Labs, and other players in the Indian CRDMO (Contract Research and Development and Manufacturing Organization) space are being evaluated for their growth prospects, with some expected to benefit from novel modalities and technologies. Additionally, companies like Oriana Power, Kfin Technologies, and Radico Khaitan have received coverage from firms like Systematix, Elara Securities, and Jefferies, highlighting their potential for growth in renewable energy, financial services, and spirits, respectively.

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Social Influence

Social category influence finance 27.5% countries 16.25% stocks 7.5% currencies 3.13% financial services 2.5% technology brands 1.88% automotive brands 1.25% luxury brands 0.63% celebrities 0.63% social networks 0.63%

Social topic influence india #3476, growth #2014, in the 6.88%, business #2207, if you 5.63%, bank 5%, market 5%, stocks 4.38%, company 4.38%, products #645

Top accounts mentioned or mentioned by @lakshyasha37199 @grok @iassummit @arpitshah380068 @vismaya9999 @liverserjun @imicrocap @btcusdt1000000 @abshekkolli @soicfinance @deshpremi151 @deb00711 @binayku85013279 @drtjjk @sudhiarya @bruce_1525 @gogopals @hariniv2505 @rwkanade @waste_investor

Top assets mentioned Goldman Sachs (GS) Honeywell International Inc (HON)

Top Social Posts

Top posts by engagements in the last [--] hours

"5. Oral GLP-1 is finally here Earlier this year when news broke that oral GLP-1 Phase-3 trials were going well Shaily Engineering Plastics crashed from the 1900s to the 1300s in just [--] weeks. Soon after reports suggested the trials were not as effective as initially expected and the stock bounced back. Something similar played out in Novo Nordisk as well. Fast forward to today oral Wegovy is FDA-approved. Predictably Novos stock is rising again while Shaily is under pressure again. Now forget stock prices for a moment and focus on the structural takeaway. Oral GLP-1s will likely require"
X Link 2025-12-28T04:38Z 86.8K followers, [----] engagements

"6. Bio Secure Act is here The Biosecure Act in its roundabout form is now effectively here. A while ago U.S. lawmakers proposed the Biosecure Act with a very explicit approach-it named specific Chinese biotech and CDMO companies such as WuXi AppTec WuXi Biologics BGI Group MGI Tech and Complete Genomics as companies of concern-meaning the U.S. government would avoid giving them federal contracts funding or access to sensitive technology. However when this language was folded into the FY2026 National Defense Authorization Act (NDAA) the final version dropped company-specific naming. Instead it"
X Link 2025-12-28T04:38Z 86.8K followers, [----] engagements

"Some interesting points from Ruchir Sharma and Prannoy Roy's video Top [--] Global Trends of [----] 📌The Revenue-GDP Disconnect: While India reported headline GDP growth of around 8% the overall stock market's revenue growth was only 4%. 📌Negative Growth for Small Caps: Specifically for small-cap companies both revenue and profit growth turned negative in [----]. Ruchir says that their poor performance is a "realistic" reflection of underlying economic pain and a slowdown that isn't always visible in headline GDP figures My interpretation - With the Exports pain that's expected to continue for"
X Link 2026-01-10T07:54Z 86.7K followers, 15.3K engagements

"Paytm: Karo ya Na-Karo On one hand Investec Initiates Buy On @Paytm and expect EBITDA Margin to expand to 24% by FY28 And on the other hand RBI has other plans. RBI has discontinued the Payment Infrastructure Development Fund The Payment Infrastructure Development Fund (PIDF) is a subsidy fund established by the Reserve Bank of India (RBI) to make digital payments accessible in rural and semi-urban parts of the country The PIDF subsidizes the cost of: 📌Physical Devices: Point-of-Sale (PoS) machines mPoS (mobile PoS) and GPRS terminals. 📌Digital Points: QR code stickers (UPI QR Bharat QR)."
X Link 2026-01-23T06:53Z 86.7K followers, 22.6K engagements

"Couple of hours ago Gold Silver and Copper were flying high. Copper was in fact in it's own league. Suddenly.falling.something is happening somewhere. Too much melodrama around us"
X Link 2026-01-29T15:38Z 86.7K followers, 53.6K engagements

"Sentiment shifted [---] degrees in less than [--] hours"
X Link 2026-01-30T09:30Z 86.7K followers, 42K engagements

"Thank you Madam Finance Minister Your service to the capital markets community and ecosystem is unmatched"
X Link 2026-02-01T06:52Z 86.7K followers, 22.4K engagements

"Good time to invest and SIP in MOCAPITAL ETF"
X Link 2026-02-01T06:58Z 86.7K followers, 96.3K engagements

"Defence budget went up by 20% plus why are defence stocks falling"
X Link 2026-02-01T10:05Z 86.7K followers, 132.4K engagements

"UBS on Gold We recently raised our price forecasts following strong demand reported by the World Gold Council. So while we anticipate consolidation between USD [----] and 4800/oz in the coming days due to volatility from margin calls we believe gold will rise thereafter toward our mid-year forecast of USD [----] and continue to rate it as an Attractive hedge. https://twitter.com/i/web/status/2018206087502258250 https://twitter.com/i/web/status/2018206087502258250"
X Link 2026-02-02T06:13Z 86.8K followers, 201.6K engagements

"South Korean stock market was one of the best performing in last year or so. Today however is a different story"
X Link 2026-02-02T09:26Z 86.7K followers, 11.8K engagements

"Added GoldBees over the last couple of days. Yes gold (along with other metals) saw a euphoric move followed by a sharp pullback driven by multiple factors. That said I strongly believe gold is here to stay. With global trade dynamics shifting gold is likely to remain at the center of the evolving world order. If my thesis is wrong Ill book the loss someday. Still its hard for me to imagine a new global order without gold playing a central role. https://twitter.com/i/web/status/2018345964818649402 https://twitter.com/i/web/status/2018345964818649402"
X Link 2026-02-02T15:29Z 86.7K followers, 49.7K engagements

"Rossell Techsys - Good set but already expensive Revenue: 129.93Cr (+71.5% YoY +3.2% QoQ) EBITDA: 17.19Cr (+19.4% YoY +9.0% QoQ) EBITDA Margin (%): [----] (-578 bps YoY +71 bps QoQ) PAT: 5.41Cr (+4.0% YoY -4.7% QoQ) EPS (INR): [----] (+3.6% YoY -4.7% QoQ) Margins are in the range would get better over the next few quarters. Apparently not all of the export data translated into revenues https://twitter.com/i/web/status/2018598448522781030 https://twitter.com/i/web/status/2018598448522781030"
X Link 2026-02-03T08:12Z 86.7K followers, 11K engagements

"Interarch Building Solutions - Q3FY26 Pre-Engineered Buildings (PEB): PEB continues to be the core growth driver across manufacturing renewables and specialized industrial projects including a large order from JSW JFE for steelmaking facilities. Capacity utilization is currently very high. To meet future demand and support long-term growth the company is expanding PEB capacity through two new plants in Gujarat each with [-----] MTPA capacity. The first Gujarat plant (5th overall) is under construction while the second (6th plant) will be expedited using QIP proceeds. Heavy Steel Structures"
X Link 2026-02-03T13:16Z 86.7K followers, 22.5K engagements

"Interarch Management is as conservative as one can get. They are like in a [---] meter race i am running the first [--] meters in [---] seconds but the rest [--] meters will take [---] seconds. Bhai Log - Please don't shy away from some meaningful guidance Don't be so conservative"
X Link 2026-02-03T13:29Z 86.7K followers, 30K engagements

"Interarch gives good results and EPack PEB hits UC Hum Aapke Hain Kaun"
X Link 2026-02-04T04:49Z 86.7K followers, 21.4K engagements

"Underselling and low float is a bad combination for a good business"
X Link 2026-02-04T05:18Z 86.7K followers, 12.6K engagements

"Exports names will give a pullback at some stage dont chase in FOMO"
X Link 2026-02-04T09:55Z 86.7K followers, 11.5K engagements

"HDFC Securities on Aether Industries We expect revenue/EBITDA/PAT CAGRs of 28/31/30% over FY25-29E while the RoE will double to 14.2% in FY29 compared to FY25. I personally believe Aether could grow better than 28% CAGR for next 3-4 years if they can convert even 15-20% of their CRAMS projects to CEM. But yes valuations arent cheap. Comfort on valuations for me is market has given a [--] EV/EBITDA at its extreme low and its currently trading below [--] FY27 EV/EBITDA. Rest is luck and market kindness https://twitter.com/i/web/status/2019222732232356095"
X Link 2026-02-05T01:33Z 86.8K followers, 11.1K engagements

"Quality Power Concall - Primary concern is shortage of insulators. Due to a lack of availability from China for critical projects and high demand the company is sourcing from Indian vendors and also importing from China at higher prices to ensure project timelines are not affected"
X Link 2026-02-05T06:18Z 86.8K followers, [----] engagements

"Aerospace ancillaries is no doubt a 5-7 year theme to play. What it means is there would be times when the stock prices wouldn't do much and then there will be times they would give a 40-50% run just in a few weeks. It is a good theme but one needs to have patience to add at reasonable prices. Chasing at any price won't help. There are many names such as Dynamatic Azad Aequs Sansera Rossell Techsys Raymond Unimech etc. Step 1: Shortlist your top 2-3 bets Step 2: Based on the future earnings arrive at a price (valuation) range that makes sense for accumulation Step 3: Have patience and wait"
X Link 2026-02-05T08:32Z 86.7K followers, 44K engagements

"Opposition in 2025: Govt failed because it couldnt negotiate tariffs. Opposition in 2026: Govt failed because it negotiated a trade deal"
X Link 2026-02-05T08:49Z 86.7K followers, 14.5K engagements

"Hindustan Copper QoQ looks odd"
X Link 2026-02-05T13:27Z 86.7K followers, 22.6K engagements

"I think the semiconductor activity is picking up for Indian companies. Aether Sansera Rossell and another update from Avalon. Obviously each of these are working on different parts of semiconductor opportunity but its a good sign Avalon - Semiconductor Equipment Opportunity: The company has completed the project readiness phase for a key global customer in the semiconductor equipment space with volume production expected to contribute meaningfully to revenue in FY27. https://twitter.com/i/web/status/2019408304993382844 https://twitter.com/i/web/status/2019408304993382844"
X Link 2026-02-05T13:50Z 86.8K followers, 31K engagements

"If you are picking up stock ideas from any handle most important thing is to see if that handles investing mindset matches with yours. If not you will end up in losses. For example Sekhars mindset is to always look for next best idea. The moment he finds one he will unconditionally exit least preferred name from his portfolio in a fraction of second. You wouldnt even know it. Likewise if another handles investing process is to look for good value names and is willing to wait for 3-4 years before seeing any returns you should have similar patience if not you will end up selling that stock in"
X Link 2026-02-06T10:13Z 86.7K followers, 16.6K engagements

"JM Financial - The Profitability paradigm. 📌Profitability is hurt due to the aggressive investing (talent branches and technology) in its Wealth and Asset Management vertical. 📌Sales and RM strength in wealth management increased by 41% YoY and branches grew from [--] to [--]. 📌These investments may continue for couple of more quarters and that could mean depressed PAT 📌But if those investments start translating into higher growth from H2FY27 it could augur well for long term. 📌However the anti-thesis is if the sentiment around capital markets remains bearish for longer duration these"
X Link 2026-02-06T17:48Z 86.7K followers, 16.3K engagements

"Karthik confirmed. Trade deal with US is hopeless for our country. We all should stand behind the opposition and save our country. @LearningEleven Itni bhakti mat karo sir its totally one sided deal its looking like a order rather than a deal. Farmers will suffer huge they wont be able to compete to US Farmer coz of there scale. @LearningEleven Itni bhakti mat karo sir its totally one sided deal its looking like a order rather than a deal. Farmers will suffer huge they wont be able to compete to US Farmer coz of there scale"
X Link 2026-02-07T09:39Z 86.6K followers, [---] engagements

"Kartik confirmed. Trade deal with US is hopeless for our country. We all should stand behind the opposition and save our country. @LearningEleven Itni bhakti mat karo sir its totally one sided deal its looking like a order rather than a deal. Farmers will suffer huge they wont be able to compete to US Farmer coz of there scale. @LearningEleven Itni bhakti mat karo sir its totally one sided deal its looking like a order rather than a deal. Farmers will suffer huge they wont be able to compete to US Farmer coz of there scale"
X Link 2026-02-07T09:42Z 86.7K followers, 28.6K engagements

"Timepass talk on Sunday [--]. Navin Fluorine Lowest number of retail shareholders since [----] Darolutamide (brand Nubeqa) is a next-generation androgen-receptor inhibitor used to treat prostate cancer. It is considered best-in-class due to lower CNS penetration meaning fewer side effects (fatigue seizures) compared with peers like Xtandi/Erleada. The drug is jointly developed and marketed by Bayer AG and Orion Corporation. Orion discovered the molecule; Bayer handles global commercialization and large-scale clinical development. Launched in [----] Nubeqa did 600700m in [----] and has already crossed"
X Link 2026-02-08T06:39Z 86.8K followers, 42.5K engagements

"Amitabh Bachchan - Hum jahan khade ho jate hai line wahi se shuru ho jaati hai. Hikal - Hum jahan se shuru hote hain wapas wahi aate hain"
X Link 2026-02-08T08:17Z 86.9K followers, 23.3K engagements

"@btcusdt1000000 One was there few hours ago few were there on budget day. Many were there last year criticising commerce ministry. Thank you for your attention"
X Link 2026-02-08T11:04Z 86.7K followers, [---] engagements

"Kabhi Haan Kabhi Naa - Fords teenage love story continues with India 🚨 Ford is set to revive its Chennai manufacturing facility from June [----]. https://t.co/mSzb14m5dr 🚨 Ford is set to revive its Chennai manufacturing facility from June [----]. https://t.co/mSzb14m5dr"
X Link 2026-02-08T11:16Z 86.8K followers, 10.8K engagements

"This T20 WC started on an interesting note. Yesterday Pakistan and India got saved because of one good innings each from different saviours and today England pretty much was in similar state batting first"
X Link 2026-02-08T12:19Z 86.8K followers, [----] engagements

"Welcome to AI particularly ChatGPT"
X Link 2026-02-08T17:28Z 86.8K followers, 16K engagements

"Navin Fluorine - What kind of ridiculous numbers are these. Revenue: [---] (+47.2% YoY +17.7% QoQ) EBITDA: [---] (+108.8% YoY +24.9% QoQ) EBITDA Margin (%): [----] (+1017 bps YoY +201 bps QoQ) PAT: [---] (+121.8% YoY +25.0% QoQ) EPS (INR): [----] (+114.5% YoY +24.5% QoQ) Credits: myAlerts https://twitter.com/i/web/status/2020820573346267346 https://twitter.com/i/web/status/2020820573346267346"
X Link 2026-02-09T11:22Z 86.8K followers, 52.8K engagements

"Why tracking CDMO is such a difficult thing. About an year ago there was consensus all around that H2FY26 onwards would be very good for Neuland. Another example of "listen to the market". But I would be keenly listing to the concall. Maybe this is that bottom part of the lumpiness. Lets see"
X Link 2026-02-09T11:25Z 86.8K followers, 18.8K engagements

"Sansera - Good Numbers waiting for deck to see ADS revenue Growth"
X Link 2026-02-09T13:40Z 86.8K followers, [----] engagements

"No country for bright minds. I would love to see a mandate that says all Indian MPs must be operated by only these future doctors. I do believe in giving a helping hand to underprivileged but this shit has gone beyond recovery point. [--] out of [---] [--] out of [---] [--] out of [---] [--] out of [---] [--] out of [---] and the academy award winner [---] out of [---]. In a few months these guys would be treating real patients or assisting in key procedures"
X Link 2026-02-10T02:47Z 86.8K followers, 26.2K engagements

"Make a note of companies that posted bumper results and have given strong guidance for near term. Some of them ran away before the results and some ran away after the results. Ms. Volatility and Mr. Market are no longer just friends they have become divine lovers So market will throw multiple opportunities every now and then. Just focus on these names and plan for the right range (technically and funda-wise) and add them CDMO Aerospace Ancillaries AI Proxies Specialty Chemicals Financials Selective Auto Ancillaries Multiple names from these spaces were mentioned in my Sunday Timepass"
X Link 2026-02-10T12:38Z 86.9K followers, 21.6K engagements

"Any suggestions about non-Zerodha brokerage accounts that doesnt need OTPs Rather a TOTP can be setup on Authenticator on anyone elses mobile"
X Link 2026-02-10T16:17Z 86.8K followers, 24.5K engagements

"Shree Ganesh Remedies (SGRL): Insiders buying from open market improved the price action. Is that a visibility into near term recovery or just a spare cash being spent time will tell"
X Link 2026-02-11T06:20Z 86.8K followers, [----] engagements

"Interarch studied about First World War this morning. If and when it does meet and greet with Rani of Jhansi I would be interested"
X Link 2026-02-11T06:26Z 86.8K followers, 22.9K engagements

"Market is telling Privi mgmt I dont care how bullish you sounded about the business prospects but I wasnt convinced about your stake sale"
X Link 2026-02-11T07:04Z 86.8K followers, 16.3K engagements

"Need help. Please report @FritsMonca for impersonation"
X Link 2026-02-12T07:18Z 86.9K followers, [----] engagements

"Yatra - Essentially management sorted out all questions Bottom is done I guess"
X Link 2026-02-12T08:01Z 86.9K followers, 14.1K engagements

"@abshekkolli They have huge land bank At one time they had the highest land bank than some of the real estate firm There used to be a joke that Infosys is more of Real estate company than an IT company"
X Link 2026-02-13T13:06Z 86.9K followers, [---] engagements

"The reason we may never become a true superpower is not just due to political corruption but because of intellectual corruption as well. I retweeted a Moneycontrol post about freebies in Tamil Nadu and nearly half the responses werent about the issue at all they were what about Bihar or UP or would you say the same if Modi/BJP did it This mindset is the real problem. It shifts every discussion from right vs wrong to my side vs your side. For the record I have consistently opposed freebies irrespective of which party implements them. But this isnt about me or my views. Essentially we are"
X Link 2026-02-13T13:05Z 86.9K followers, 56.8K engagements

"Interns of stock performance old oncology player (Beta) giving way to new oncology players (Sakar KPL)"
X Link 2026-02-16T08:17Z 86.9K followers, 12.1K engagements

"Factories commissioned. Valuations decommissioned. Innova Captab: Hoping for Jammu ramp-up; sitting at it's lowest (almost) lowest valuations. Gufic BioSciences: Hoping for Indore ramp-up; sitting at it's lowest lowest valuations. https://twitter.com/i/web/status/2023383618182381601 https://twitter.com/i/web/status/2023383618182381601"
X Link 2026-02-16T13:07Z 86.9K followers, [----] engagements

"DAM Capital gets good chunk of their revenues from Merchant Banking and the fact that they are a small entity their business can be highly volatile between quarters. For example Q1 was weak Q2 was bumper but now again Q3 looking like average (of course a lot can happen in next [--] weeks). Thus if you are tracking or invested in such small businesses you need to track how they are performing in each segment. Not saying its a good or bad business but could have high quarterly earnings volatility and you need to play it accordingly. https://twitter.com/i/web/status/1988272008954868156"
X Link 2025-11-11T15:46Z 86.9K followers, 24.8K engagements

"Aequs - Operates in [--] Business segments - Aerospace & Consumer. 90% Exports and 10% Domestic. The Bright Picture - Aerospace Revenue share - 86% Key Customers - Airbus Boeing Safran Collins Aerospace SAAB GKN Aero Honeywell Eaton Mubea Bombardier Product Range - [----] Products (SKUs) in aerospace segment Product Segments - Structures (4093) Interiors & Cargo (670) Landing Systems (124) Actuation Systems (79) Engine Systems (39) Turnings (17) and Assemblies (4) Airbus - A220 A320 A330 and A350 Boeing - B737 B767 B777 and B787 EBITDA Margins - 14.24% (FY23) -- 23.04% (FY24) -- 19.38% (FY25) --"
X Link 2026-01-30T07:16Z 86.8K followers, 16.1K engagements

"Finally completed this wonderful podcast. Back in the time when I was in college NIIT used to have this caption "If you are not studying at NIIT you are missing something". Likewise if you are not watching this video you will be missing out future multi-baggers @soicfinance @XponentTribe https://www.youtube.com/watchv=YsMadW-b3aw https://www.youtube.com/watchv=YsMadW-b3aw"
X Link 2026-02-07T14:04Z 86.9K followers, 68.4K engagements

"Sansera Engineering [--]. ADS Revenues: [----] Cr (Q1) to [----] Cr (Q2) to [-----] Cr (Q3) [--]. Exports to other countries saw an upsurge of 3x (YoY). Largely driven by Semiconductor business [--]. Exports to the USA recorded growth of 50.5% YoY primarily driven by stronger execution of Aerospace orders [--]. Entered to regular production of semi-conductor parts manufacturing ramp-up in 2026-Q3 & Q4 is the stable period [--]. Entering into more complex and large structural parts supported with inhouse surface treatment facility [--]. Non-Auto contribution from 13% in Q2 to 20% in Q3"
X Link 2026-02-09T15:59Z 86.9K followers, 12.6K engagements

"The problem with FY29 and FY30 stories is no matter how much conviction you may have on the promoters a lot can happen and not-happen between now and then. Focus on FY27 visibility and at the most FY28 visibility. Beyond that it's all luck. If you are still not convinced play such hope stories with no more than 5-7%"
X Link 2026-02-10T12:31Z 86.9K followers, 13.1K engagements

"RateLoss just following Newtons third law"
X Link 2026-02-13T07:45Z 86.9K followers, 13K engagements

"Goldman Sachs: Potential Midcap Multibaggers basket Container Corp of India Aditya Birla Capital Gujarat Fluorochemicals NYKAA Bharat Forge Honeywell Automation Solar Industries Oberoi Realty Jubilant Foodworks Sona Blw Precision UNO Minda Vedant Fashions Syngene International KPIT Technologies 3M India Phoenix Mills Metro Brands Motherson Sumi Wiring Timken India JK Cement Navin Fluorine Devyani Intl Sundram Fasteners Kansai Nerolac Carborundum Universal Bata India Kajaria Ceramics Sumitomo Chemical Bharat Dynamics Vinati Organics Rajesh Exports Blue Dart Express Triveni Turbine Westlife"
X Link 2023-06-03T17:47Z 86.9K followers, 272K engagements

"Waaree Energies vs Premier Energies vs Websol Energy : Peer Comparison Source: SBI Securities IPO note on Waaree Energies"
X Link 2024-10-17T12:09Z 86.9K followers, 102.3K engagements

"Indian CDMO Peer group comparison Syngene - 100% innovator Sai Life Sciences - 95% innovator Divi's Labs - 53% innovator products Piramal Pharma - 50% innovator Suven Pharma (incl. Cohance) - 50% innovator Neuland Labs - 49% innovator Laurus Labs - 20% innovator One Source - Not disclosed but skew towards generics Source: Jefferies report on Sai Life Sciences"
X Link 2025-03-18T10:59Z 86.9K followers, 63.9K engagements

"Hospitals: A quick valuation comparison of some investor-favorite names Indraprastha Medical Asarfi Hospital Jupiter Life Line Yatharth Artemis Medicare Max Healthcare Narayana Hrudayalaya Healthcare Global So which ones your pick As for me if youve been following my recent tweets you already know which one Ive got my eyes on https://twitter.com/i/web/status/1999135732368359438 https://twitter.com/i/web/status/1999135732368359438"
X Link 2025-12-11T15:14Z 86.9K followers, 52.2K engagements

"Every time you think NDAs performance is slowing down you come across such crap from Congress and opposition and realise I would rather stick with NDA. Ridiculing PM of the country calling ours dead economy insulting the country in every foreign visit focus on caste based division insulting the Army you are not helping yourself when someone wants to look at you as an alternative. Weak performance from NDA is far better than best performance of Congress (first hand witness in Telangana - I actually opted for Congress in last state elections due to the local reasons). - Epstein Files "
X Link 2026-02-08T10:17Z 86.9K followers, 16.5K engagements

"Navin Fluorine did [---] Cr CDMO revenues in 9MFY26 which was up from [---] Cr in 9MFY25. They could end up FY26 with 490-510 Cr CDMO revenue. Their target is to hit 850-880 Cr ($100 mn) CDMO revenue by FY27. Thus FY27 should see 70% growth in CDMO obviously with solid margins. But yes stock is not cheap"
X Link 2026-02-10T06:39Z 86.9K followers, 13.1K engagements

"For the benefit of new friends who have connected with me here over the last few weeks I do have a Telegram channel which is absolutely FREE where I post daily updates and brokerage reports. If the URL doesn't work search for "Research Reports" on Telegram & you will find a channel with 22000+ members https://t.me/researchreportss https://t.me/researchreportss"
X Link 2023-10-16T14:56Z 86.9K followers, 639K engagements

"Enviro Infra Engineers vs EMS Limited vs ION Exchange vs Va Tech Wabag vs Vishnu Prakash R Punglia Credits: Deven Choksey Research"
X Link 2024-11-21T17:17Z 86.9K followers, 126.8K engagements

"Horses for the courses from The Boss @ishmohit1 Aarti Pharmalabs Intellect Design Arena Entero Healthcare JM Financial Astra Microwave Products Disc: Shared in the public interest not a buy or sell recommendation"
X Link 2025-08-30T11:51Z 86.9K followers, 71.2K engagements

"IAS Summit Day [--] Aditya Khemka - Indraprastha Medical Arvind Kothari - Vinyas Innovative and Centum Electronics Ishmohit Arora - Entero Healthcare Niteen Dharmawat - Bank of India Sahil Bhadviya - Medi Assist Healthcare Saurabh Kumar - PNGS Gargi Fashion Prakash Diwan - Sundrop Brands @ias_summit"
X Link 2025-08-30T12:51Z 86.9K followers, 49.1K engagements

"Neuland Labs [--]. Unfavorable product mix didn't help Q3 [--]. Peptides: The company is seeing significant traction in its peptide business. The goal is to secure at least one commercial manufacturing arrangement for a peptide NCE in FY27. [--]. CMS: Impacted by the absence of shipments for a key high margin product. Newly commercialized molecule began contributing to revenues and significant shipments expected in Q4 and beyond [--]. Dip in gross margin was an outlier [--]. The company is in a significant ramp-up phase with new capacities coming online and new products being commercialized. This ramp-up is"
X Link 2026-02-09T14:23Z 86.9K followers, 12.8K engagements

"If you are worried about AI hurting Infosyss IT business they can always convert themselves into a real estate company"
X Link 2026-02-13T03:13Z 86.9K followers, 51.4K engagements

"A little more effort Blue Jet can complete investor wealth destruction Phase-III clinical trial. On a serious note based on how the concall goes could be a bottom fishing candidate. Only problem I personally think mgmt hasnt been completely honest about the competition"
X Link 2026-02-13T08:19Z 86.9K followers, 26.3K engagements

"One state at a time Indias progress towards bankruptcy is continuing without any hurdles. 🚨 M. K. Stalin announces [----] assistance for women beneficiaries across Tamil Nadu with enhanced monthly entitlement promised under the Dravidian Model [---] welfare push.💸👩 #MKStalin #WomenBonanza #Schemeforwomen @mkstalin https://t.co/XKVmzzziAf 🚨 M. K. Stalin announces [----] assistance for women beneficiaries across Tamil Nadu with enhanced monthly entitlement promised under the Dravidian Model [---] welfare push.💸👩 #MKStalin #WomenBonanza #Schemeforwomen @mkstalin https://t.co/XKVmzzziAf"
X Link 2026-02-13T08:25Z 86.9K followers, 48.7K engagements

"Blue Jet Healthcare and Bempedoic Acid 📌Volumes fell due to customer channel destocking and supply-chain realignment for the flagship molecule. 📌End-molecule demand remains healthy (mid-double-digit growth) and is expanding into new markets like Japan. 📌Blue Jet expects to retain primary-supplier status given its quality track record and scale. 📌There is a [---] month lag between intermediate supply and final drug sales so current weakness reflects inventory normalization not demand destruction. 📌Management guides normalization within the next [--] quarters"
X Link 2026-02-14T16:34Z 86.9K followers, 27.6K engagements

"Azad Engineering and Indigenous Gas Turbine Engine Development The company is in the final stages of developing India's first 100% indigenous gas turbine engine in collaboration with GTRE. The project is approximately 75% complete and management is hopeful of delivering the first engine within a couple of months. https://twitter.com/i/web/status/2022713047010406653 https://twitter.com/i/web/status/2022713047010406653"
X Link 2026-02-14T16:42Z 86.9K followers, 43K engagements

"The beauty of a highly populous nation is that you never have to look far to find a dumbass idiot"
X Link 2026-02-14T16:57Z 86.9K followers, 11.4K engagements

"Om Namah Shivaya.Om Namo Bhagavate Rudraya.Om Arunachaleshwaraya Namah Timepass talk on Sunday [--]. Rafale 114: Indias Aerospace Y2K Moment One of the more fascinating recent headlines is: "India will purchase [---] Rafale jets with [--] supplied by manufacturer Dassault and the remaining [--] manufactured domestically". This could well become the single biggest "Make in India" moment since the Y2K era. Back in the late 1990s the Y2K problem unintentionally accelerated the creation of Indias IT services ecosystem after which the industry never really looked back (even though IT capabilities had"
X Link 2026-02-15T04:44Z 86.9K followers, 25.8K engagements

"One of the reasons FPIs are staying away. You wouldnt invest billion dollars when policies change every year or so. Whether it is STT vs Capital gains or KYC norms or applicability of business versus investing for Mauritius/Dubai type locations rules keep changing. I think the regulator should do one rule change and then let the markets be. Daily one rule change just adds to the noise and volatility. Why make daily changes I think the regulator should do one rule change and then let the markets be. Daily one rule change just adds to the noise and volatility. Why make daily changes"
X Link 2026-02-16T08:34Z 86.9K followers, 12.2K engagements

"@Deshpremi151 I still have it but not holding my breadth anymore. It may become zero also or maybe the company will get sold off to someone else. As long as AA is there i don't see any future for this stock price"
X Link 2026-02-16T11:23Z 86.9K followers, [---] engagements

"RACL Geartech could be a textbook illustration of two different schools of investing: 1) Opportunity-cost view The stock touched [----] in July [----] fell to [---] by March [----] and within a year climbed back to [----]. An investor who simply held through this entire period ended up roughly at the same price after two and half years effectively losing valuable compounding time despite no permanent capital loss. 2) Buying fear in quality At its worst phase the stock traded below 30x P/E and stayed there for nearly nine months giving ample opportunity for anyone willing to accumulate a fundamentally"
X Link 2026-02-16T12:02Z 86.9K followers, 16.5K engagements

"Too much of Ray Dalio on my timeline"
X Link 2026-02-16T12:03Z 86.9K followers, [----] engagements

"Raymond Ltd 85% of its aerospace revenue is derived from engine components rather than structural components. Raymond is currently part of [--] engine programs across [--] product families and manufactures nearly [----] distinct products. It is the largest engine component supplier in India with annual aerospace revenue of Rs 380-400 Cr significantly ahead of the next domestic competitor. The company processes complex materials such as titanium Inconel and other super alloys and manufactures highly sophisticated products like engine vanes which sit at the heart of aircraft engines. Credits:"
X Link 2026-02-16T12:36Z 86.9K followers, 26.2K engagements

"@Deb00711 Depends on your conviction and understanding of the earnings visibility"
X Link 2026-02-16T13:22Z 86.9K followers, [---] engagements

"@BinayKu85013279 I am not holding. I am more focused on innovating CDMO. Maybe Barney is waiting for the signs of Jammu plant ramp up"
X Link 2026-02-16T14:27Z 86.9K followers, [---] engagements

"Since Amar-Akbar-Anthony are posting their [----] picks I also thought I will draft few names. Here are my list of [--] names for [--] months. Some of these might peak well before [--] months in which case exit should be considered D: Hold almost all these are not recommendations"
X Link 2022-12-30T13:59Z 86.9K followers, 103.9K engagements

"Small Cap Funds - Analysis and Insights of last one years' Performance Nifty Small Cap [---] index has given a return of -18% hence can't expect bumper results from any funds. Let's look at top performing funds some duds popular sectors and stocks PLUS some contra bets 1/n"
X Link 2023-01-15T09:48Z 86.9K followers, 203.1K engagements

"Vertical breakdown of LTTS Tata Elxsi and KPIT LTTS Transportation: 34% Telecom & Hi-Tech: 19% Industrial Products: 19% Plant Engineering: 16% Medical Devices; 10% Tata Elxsi Media & Comms: 42% Transportation: 41% Healthcare & Medical Devices: 16% KPIT Transportation - 100%"
X Link 2023-01-21T18:34Z 86.9K followers, 97.9K engagements

"List of recycling companies Ganesha Ecosphere: PET waste recycling Gravita: Lead Aluminum & Plastic recycling Pondy Oxides: Lead Recycling Nile Limited: Lead recycling Eco Recycling: E-waste recycling Cerebra Integrated: E-waste recycling 1/2"
X Link 2023-01-28T17:49Z 86.9K followers, 145.5K engagements

"Investors Should Sell All Mid Caps In India Says JPMorgan's Sanjay Mookim "When the RBI flows liquidity mid caps do well whereas when the RBI pulls back liquidity mid caps start to underperform." Src: BQ Prime"
X Link 2023-02-16T06:50Z 86.9K followers, 122.8K engagements

"This is how the global banking crisis may affect Indian software giants BFSI Revenue Contribution (As of Q3FY23) TCS [----] percent Infosys [----] percent Wipro [----] percent HCL Tech [----] percent Tech Mahindra [----] percent LTIM [----] percent Mphasis [----] percent LTT [----] percent Persistent [----] percent Coforge [----] percent As per CLSA there are two possible scenarios. The first scenario is a contained crisis with quick interventions by central banks which may affect decision making in the BFSI vertical in the near-term but should have minimal impact on other verticals. The second scenario is a"
X Link 2023-03-20T06:34Z 86.9K followers, 171.4K engagements

"To me it more and more feel likes Govt is focusing only on that 3-4% folks instead of getting others into the mix and spreading the taxes. It just doesn't make sense for "white" me to go thru the pinch when I earn spend invest travel and even if just keep in bank bloody I just don't understand why I have to pay taxes again and again and again especially when many of my "black" friends hardly pay 1/3 of taxes but are actually making 5x of what I do. There is a reason why I pay taxes on even my RE investments as well (to a large extent) even though I could "skip" but I am losing that love for"
X Link 2023-03-24T09:02Z 86.9K followers, 171.8K engagements

"Jio Cinema offering an experience that no other channel was able to offer in the history of IPL Automatic pause with a caption "Something went wrong. Click to refresh" Am I the privileged one or you are also experiencing such Technological brilliance"
X Link 2023-03-31T13:54Z 86.9K followers, 295.1K engagements

"List of recycling companies Ganesha Ecosphere: PET waste recycling Gravita: Lead Aluminum & Plastic recycling Pondy Oxides: Lead Recycling Nile Limited: Lead recycling Eco Recycling: E-waste recycling Cerebra Integrated: E-waste recycling Antony Waste: Integrated waste management Ion Exchange: Water treatment Va Tech Wabag: Water treatment Felix Industries: Water treatment Tinna Rubber: Tyre recycling GRP Ltd: Tyre recycling Elgi Rubber Company: Rubber recycling Indag Rubber: Tyre Retreading MSTC: Auto shredding Metal Scrap and ship recycling Nupur Recyclers: Metal scrap processing &"
X Link 2023-04-15T12:12Z 86.9K followers, 193.7K engagements

"Chemicals - Worst seems over some green shoots visible Anupam Rasayan - SELL - [---] (TP) SRF - BUY - [----] (TP) UPL - BUY - [----] (TP) Aarti - BUY - [---] (TP) Atul Ltd. - BUY - [----] (TP) PI Industries - BUY - [----] (TP) Deepak Nitrite - BUY - [----] (TP) Navin Fluorine - BUY - [----] (TP) Dhanuka Agritech - BUY - [---] (TP) Vinati Organics - BUY - [----] (TP) Galaxy Surfactants - BUY - [----] (TP) Gujarat Fluorochemicals - BUY - [----] (TP) Source: Centrum on Chemicals Q4FY23 Results Review and Concall Highlights"
X Link 2023-06-04T14:29Z 86.9K followers, 245.3K engagements

"Some of the companies talking about strong growth over the next few years Onward Technologies - Revenue to be up by 70% by FY26 RACL Geartech - Revenue to double by FY26 Pricol - Revenue to double by FY26 Avalon - Revenue to double by FY26 Menon bearings - Revenue to double by FY26 MapMyIndia - 35-40% CAGR for next [--] years; Revenue target of 1000cr by FY27/FY28 Shivalik Bimetal - Revenue target of 4X in 6-7 years Disc: Not a recommendation. Doesn't mean all of them will be able to execute and that's essentially what we need to study and build the conviction on"
X Link 2023-06-25T13:30Z 86.9K followers, 181.6K engagements

"JM Financial on Chemicals : Slowdown is real Navin Fluorines EBITDA likely to fall 22% sequentially SRF is likely to report 11% QoQ contraction in EBITDA Robust growth for PI Decent one for UPL Fine Organics EBITDA to fall by 13% sequentially Tatvas EBITDA is likely to contract by 1% QoQ (up 6% YoY) Anupam Rasayan/India Pesticides EBITDA to fall by 11%/19% QoQ Clean Sciences EBITDA to fall by 13% QoQ Galaxys EBITDA to decline by 12% QoQ: Sequentially Deepaks EBITDA to fall 6% Archeans EBITDA to decline 17% Aethers EBITDA also to fall 17% QoQ:"
X Link 2023-07-06T13:35Z 86.9K followers, 146K engagements

"Keep some cash handy.good doors may open up in next 4-6 weeks"
X Link 2023-07-12T18:48Z 86.9K followers, 216.4K engagements

"Receiving many messages.Just trying to answer at once Fine Organics: No I am not adding right now. Will wait Apcotex: No I am not adding right now. Will wait SRF: Have some quantity and will continue to add via SIP Navin: Not adding any time soon. Too expensive for me GFL: Have some quantity not adding at the moment. Deepak Nitrite: Adding via occasional SIPs but will add more if it goes thru some more correction. Laurus: It's my SIP stock and I will continue to add. FDC: It's my SIP stock and I will continue to add Note: I am not an expert has very basic knowledge. From what I read and what"
X Link 2023-07-28T10:01Z 86.9K followers, 193.6K engagements

"HDFC Bank @HDFC_Bank did it's technological marvels once again Your Fastag recharging process is simply awesome. 1) Even after logging in to recharge I still need to enter my vehicle number and mobile number even though those are already available in the system 2) After initiating the UPI payment mode for making the payment I made the payment within first [--] seconds and yet clocks continues for full [--] minutes and recharge amount doesn't get reflected 3) Then I am forced to login a few times to validate and finally after getting tired have to call your toll free number 4) Customer service rep"
X Link 2023-08-06T06:02Z 86.9K followers, 216.7K engagements

"Income tax data for FY 2022-23: Number of tax filers in each bracket Up to [--] lakh [---] Lakh [--] [---] lakh [---] Lakh [--] [---] lakh [--] lakh [--] [---] lakh [--] lakh 50L [---] crore [---] lakh [--] crore above [----] lakh ---------------- --------- Total ITR filed [----] crore Essentially only [--] crore out of [---] crore are earning meaningful money in our country (supposedly). There are supposed to be more than [--] crore accounts with EPF. Even if we assume some of them are inactive/senior citizens etc.Math is not adding up properly. Hardly any businessmen are filing returns it looks like. No wonder salaried folks are"
X Link 2023-08-06T13:05Z 86.9K followers, 251.3K engagements

"IAS Summit @ias_summit Session [--] - Arvind Kothari Niveshaay - Key message remove biases that low valuations are better or renewables is just a fancy story isnt here to stay or digitals stories will replace everything etc. [--]. Stocks that gave huge returns usually are under owned by fund houses [--]. Attractive valuation multiple tempt us to buy but usually results in low returns. Make investing simple. Look for promoters skin in the game [--]. Why Business Predictability over Investing Observations - if industrial turnaround is happening would you invest in industrials or would you invest in banks"
X Link 2023-08-18T05:51Z 86.9K followers, 172.7K engagements

"Day [--] IAS Summit @ias_summit Session [--] - Puneet Khurana Stoic Investing - Insights Evidences & Multibaggers [--]. Number of companies that did 25% CAGR in a [--] year period in their trading history Most of us would guess it would be a single digit or single number percentage but Correct answer is [----] (47%) [---] companies gives such 25% cagr every year for the previous [--] year period Message: opportunities are in front of us we are just not looking [--]. How to improve Reduce mistakes errors and uncertainty PLUS increase insights [--]. How to generate insights Knowledge funnel - market wisdom strategy of"
X Link 2023-08-19T06:08Z 86.9K followers, 227.8K engagements

"Motilal Oswal MANAGEMENT SAYS Polycab India - Big is gonna Bigger Cable and Wire: Polycab is focusing on capturing the unorganized market in Wire segment (improve market share in Tier 3-5 cities). Wires total market size is INR200-230b of which 30% is unorganized. Demand in cable and wire is not a concern. Management estimates industry demand to grow 2x of GDP growth in FY24 given higher push towards infrastructure. The company is estimated to do better than the industry. Growth opportunities in international markets: Global cable and wire industry is valued at USD250b and the US is almost"
X Link 2023-08-25T14:41Z 86.9K followers, 191K engagements

"Motilal Oswal MANAGEMENT SAYS Kaynes Technology India Massive Opportunities: Currently India imports electronics worth INR2.14t. There is an import replacement opportunity for products worth INR1t which offers a huge market for companies like Kaynes which can scale multifold. New projects: Kaynes plans to announce a project for bare PCB assemblies next month (investment of INR0.7-1b). It also expects to enter the semi-conductor business (low-end 16/19 nm semiconductors) with investment of INR10-20b. Aerospace: Kaynes is among the 8-9 vendors approved by ISRO for procurement of electronics"
X Link 2023-08-25T15:10Z 86.9K followers, 120.3K engagements

"Why Chemical stocks up today [--]. This is what Kotak said yesterday "In the chemical markets prices of several basic chemicals have risen in recent weeks amid rising crude prices and stimulus announcements in China but concerns around overcapacity linger on." [--]. Attached is the pricing sheet shared by IDBI Capital where MoM has shown improvement in many segments. But mind you YoY is still miles away so lets not get carried away [--]. Which segments shown MoM progress Toluene Phenol Acetic Acid Acetone [--]. What didn't improve yet Benzene Caustic Soda Lye [--]. Second chart gives you names of Chemical"
X Link 2023-08-29T13:10Z 86.9K followers, 278.1K engagements

"Genus and HPL are two best friends No matter who wins the order both celebrate with [--] star chocolate"
X Link 2023-09-01T04:08Z 86.9K followers, 83.3K engagements

"In a 'family next door' sort of a family younger daughter who is no good at studies drops out of engineering falls in love with a guy and they both decide to run away and marry even though neither of them are earning. Elder daughter is working as a S/W engineer. One of the nights their parents are away and the younger one calls her BF so they can steal all the cash and jewellery and run away to another state. As they start implementing their plan middle of the night elder sister wakes up and shouts. Then younger sister and her BF kill her take the money/jewellery and run away Thankfully Cops"
X Link 2023-09-02T13:39Z 86.9K followers, 191.5K engagements

"I am honestly tired of this I want everything from day [--] philosophy. When I am joining an offshore firm I should be ready to work in shifts. Period. You dont like Tech M or TCS or Infy dont even attend study well and apply at Google or Amazon and make 4x. No one is stopping you. Or you could do MBA from top school and take 10x as starting salary. Its becoming a fashion to keep criticising the services companies. I cant even commit to work for 2-3 years at my first job but I need all the luxury. Its not charity. There are tens of thousands for whom this starting salary is a luxury in our"
X Link 2023-09-12T06:51Z 86.9K followers, 442.9K engagements

"A thread for Diwali Picks: If you come across any Diwali Picks feel free to add to this thread for the benefit of everyone [--]. SBI Securities Diwali Picks 📌ICICI Bank CMP: [---] Target: [----] Upside: 18% 📌Maruti Suzuki CMP: [-----] Target: [-----] Upside: 15% 📌UltraTech Cement CMP: [----] Target: [----] Upside: 16% 📌Polycab India CMP: [----] Target: [----] Upside: 19% 📌Kalyan Jewellers CMP: [---] Target: [---] Upside: 26% 📌Praj Industries CMP: [---] Target: [---] Upside: 18% 📌Titagarh Rail CMP: [---] Target: [---] Upside: 30% 📌Mrs Bectors CMP: [----] Target: [----] Upside: 21% 📌Kolte Patil CMP: [---] Target: 570"
X Link 2023-11-01T09:26Z 86.9K followers, 256K engagements

"Received many messages about my Diwali Picks. Let me say this. India will have a magnificent run in the coming years (it has already started). Not because we are anything special but it's the law of universe and economy cycles. Each economy has its run. Japan had China probably at the fag end of it's own cycle Germany and many other Europa nations having their own economical challenges and as we speak US is in debt crisis. The power of $ is perhaps saving the US for now but we don't know for how long. [--] years from now the list of developed nations could be entirely different from the current"
X Link 2023-11-12T07:35Z 86.9K followers, 128.1K engagements

"Few names worth studying if there is any correction in next couple of weeks 📌Divgi Torqtransfer (Looks expensive but a perfect proxy for M&M and Tata EVs) 📌Jindal Saw (Solid growth ahead for next couple of quarters) 📌Kilburn Engineering (Well diversified process equipment company with good growth ahead) 📌XPRO India (If all goes well FY25 could be electrifying) 📌Nucleus Software (Another 10% correction could make it a very decent buy) 📌Pricol (Another 10% correction will be very interesting) 📌Shivalik Bimetal Controls (Might have another quarter or two dull) 📌 Aarti Industries and"
X Link 2023-11-22T18:15Z 86.9K followers, 90.2K engagements

"A Saturday morning flight from Hyderabad to Chennai for a mid February date is costing me 6300+ and that is before adding the per seat charges and all that extra post-covid invented nonsense Lesser we talk about the hotel prices the better it is One thing seems clear even if a middle class or above middle class family improves their earnings ability most likely may still remain in the same class. Even if I improve my earnings thru equities or some other means more than 1/3 govt takes away and the rest thru GSTs and increased pricing. But inflation is still supposedly "reasonable""
X Link 2023-12-25T08:05Z 86.9K followers, 201.5K engagements

"If you have some spare time this weekend study Jagsonpal Pharma Bilcare and Thirumalai Chemicals. You know what you might like"
X Link 2024-01-12T15:58Z 86.9K followers, 67.6K engagements

"Eight companies worth a look that are still at reasonable valuations in this heated market with potential growth stories still intact. [--]. Bharat Bijlee [--]. Monarch Networth Capital [--]. International Combustion [--]. Eimco Elecon [--]. Roto Pumps [--]. Time Technoplast [--]. Ramky Infrastructure [--]. TAAL Enterprises Disc: Not a recommendation to buy or sell. Please do your due diligence"
X Link 2024-01-28T15:14Z 86.9K followers, 92.6K engagements

"TIA 20-20 IDEAS SUMMIT Session [--] - G Maran Govindasamy Unifi - Eicher Motors [--]. 17% our economy is exports 83% is domestic [--]. Upper mid population will be 44% by [----] (from 21% in 2018) [--]. Eicher has reinvented itself [--]. 8-9 years of tailwinds are visible"
X Link 2024-02-17T03:50Z 86.9K followers, 514.5K engagements

"An estimate says that by [----] Indias water demand will exceed its supply by nearly 50%. On the top of it India treats only 28% of the total sewage it generates per day from the urban centers. When we combine these data points water treatment stocks run by good management (at decent valuations) are a no brainer long term story"
X Link 2024-04-09T08:16Z 86.9K followers, 170.3K engagements

"INR 100/- on Indias energy transition capex includes: INR 41/- going into Solar INR 32/- going into Tranmission INR 11/- going into Wind INR 6/- going into Battery Storage INR 6/- going into Pumped Storage INR 4/- going into Electrolyser Now you figure out where you want to play. Source: Goldman Sachs"
X Link 2024-04-18T10:12Z 86.9K followers, 107K engagements

"If MODI comes back we should focus on TRUMP TRUMP - Telecom Renewables Urban Consumption Manufacturing and Pharma Discussed at Hyderabad Investing Enthusiast meet today"
X Link 2024-06-01T14:56Z 86.9K followers, 39.9K engagements

"BJP losing in Ayodhya is akin to Chandra Babu Naidu losing in Hyderabad after he developed it leaps and bounds back in [----] Some times parties just don't know "What voter wants""
X Link 2024-06-04T11:48Z 86.9K followers, 52.9K engagements

"Data Centers - Listed stocks in the value chain. 📌Anant Raj (targeting 300MW capacity) 📌Techno Electric (setting up a 40MW data center in Chennai) 📌Cummins (diesel gensets 6% of consolidated sales is Data Centers) 📌NetWeb (end-to-end high computing solutions) 📌AurionPro (Data Center building services) 📌Black Box (comprehensive support for Data Centers) 📌E2E Networks (AI-focused Hyperscale cloud platform) 📌Bluestar (Data Center cooling) Source: DAM Capital"
X Link 2024-07-04T17:54Z 86.9K followers, 126.7K engagements

"Sholay: soja beta warna gabbar aa jaayega Middle class: mat kamao beta warna govt aa jaayega Year after Year for the last 20-25 years Governments are saying only one thing: Dont work hard. Because if you work hard we will take away the fruits of your hard work and distribute it freely to the slackers and loafers. Political Bastardism continues to shine year after year and there is absolutely nothing the honest tax payers can do about it. Two more things will happen in next few years. LTCG and STCG will become 30% and Inheritance tax will be introduced effectively killing whatever the little"
X Link 2024-07-23T12:50Z 86.9K followers, 62.3K engagements

"Goldman Sachs Mutual Fund White Oak Capital Birla Mutual Fund and SBI Mutual Fund are meeting a 1000cr market cap company. This is just a trailer #SGRL"
X Link 2024-09-03T09:16Z 86.9K followers, 150.1K engagements

"Titan vs Senco vs Thangamayil vs Kalyan vs TBZ vs PNG"
X Link 2024-09-19T17:07Z 86.9K followers, 193.5K engagements

"Most are directly or indirectly worried about deep correction in the markets. Vikas Khemani shares wonderful insights on why it may not be the case with data points Credits: @SunriseFinanci2"
X Link 2024-09-26T17:04Z 86.9K followers, 323.6K engagements

"Sugar Jewellery and Hotels should have good time for next couple of quarters"
X Link 2024-09-30T15:19Z 86.9K followers, 69.3K engagements

"In Equities difference between poor and rich is quality of analysis & difference between rich and wealthy is allocation. Quality of analysis can be self learnt or learn from a network of smart investors. But getting allocation right comes from own courage. You cant replicate this from others it has to come from within. Once you develop the courage one bull cycle is enough to create financial independence forever"
X Link 2024-10-01T10:34Z 86.9K followers, 87.6K engagements

"Water Names: Order Book and Order Book to Sales Ratio. Welspun Enterprises leading the way combined"
X Link 2024-10-08T13:10Z 86.9K followers, 128.5K engagements

"How did Stree [--] collect [---] crores Dragged a 30-40 minute story to [---] minutes thru force-fit scenes and songs"
X Link 2024-10-11T14:41Z 86.9K followers, 107.9K engagements

"A thread for all [----] Diwali Picks JM Financial Diwali Picks [----] Reliance Industries - 28% UPSIDE Power Grid - 17% UPSIDE Bajaj Finance - 18% UPSIDE ICICI Lombard General Insurance - 17% UPSIDE Jindal Steel & Power - 19% UPSIDE National Aluminium Company - 17% UPSIDE Gravita India - 21% UPSIDE Macrotech Developers - 23% UPSIDE Olectra Greentech - 27% Ashoka Buildcon - 15%"
X Link 2024-10-18T11:42Z 86.9K followers, 383.4K engagements

"FIIs have been selling left right and center in October. So what are they selling and in spite of such selling are they still buying anything Here is wat NDTV Profit is tracking"
X Link 2024-10-19T07:01Z 86.9K followers, 114.8K engagements

"Battery Energy Storage Systems (BESS) and Pumped Storage Projects (PSP) emerge as a dynamic duo being two key and complementary technologies. BESS will see an astronomical surge of 375x to [--] GW PSP too wont be far behind growing 4x to [--] GW by FY32 from FY24 levels"
X Link 2024-11-07T06:27Z 86.9K followers, 93.5K engagements

"For last 4-5 months market has been in sideways. It may continue for another 5-6 months or even more. Its better to acknowledge the fact that growth and margins have been a challenge for many businesses. India's urban consumption story is getting tired (not dead mind you) Trump has irrational views Europe has slowed down and China's stimulus packages don't seem to be helping yet. But again lets be honest. What were we thinking YoY and QoQ results would be great quarter after quarter Any sane businessman can tell us that's now how businesses operate. If it was that simple every business would"
X Link 2024-11-12T15:38Z 86.9K followers, 45.1K engagements

"Alpha Ideas [--] [--] Meet - [----] Edition [--]. Indostar Capital - Danesh Mistry [--]. Hawkins India - Prajesh Maroo [--]. NSE India (Unlisted) - Pritesh Vora [--]. Cantabil Retail - Anshul Saigal [--]. JM Financial - Jatin khemani [--]. HIL Limited - Jiten Parmar [--]. Greaves Cotton - Tushar Bohra [--]. Sunteck Realty - Rushmik Oza [--]. KRN Heat Exchanger - Abhisar Jain [--]. Shankara Building Products - Abhinav & Raghav Aggarwal [--]. Sai Silks Kalamandir - Ashwini Agrawal [--]. Welspun Corp - Rakesh Laroia [--]. Arvind Smartspaces - Ishmohit Arora [--]. India Shelter Finance - Darshan Deora [--]. E2E Networks - Sivaramakrishnan R"
X Link 2024-11-16T13:57Z 86.9K followers, 111.8K engagements

"For next few months if we shift our focus from "How are my PF returns" to "How well am I accumulating (good companies at good valuations)" we can enjoy next leg of bull run. Some of the names I am adding/on watchlist are AVP Infra HBL Engineering Freshara Indo Tech KRN Heat Time Techno TD Power Jubilant Pharmova Nuvama WPIL UDS Kitex Polycab Apar Wockhardt Jash Engineering Manorama Interarch etc. While everyone has his/her own way of buying strategy for this market i personally feel staggered buying in tranches might offer better comfort"
X Link 2025-01-15T14:27Z 86.9K followers, 105.4K engagements

"Controversial statement: Tomorrows budget will determine if we have NDA govt or UPA govt"
X Link 2025-01-31T13:36Z 86.9K followers, 73.4K engagements

"Good summary of water sector names valuations order book and margins profile Courtesy: Minerva Capital"
X Link 2025-02-13T06:55Z 86.9K followers, 100.8K engagements

"Trumps wants to kill Pharma Auto Metals & other exports US interest rates & economy slowdown is killing IT Ultra Tech is killing cables & wires Ind govt possibly lowering the duties on EVs alcohol etc are killing our EV stock prices & potentially liquor names Bacha kya hain"
X Link 2025-02-27T04:36Z 86.9K followers, 60.6K engagements

"Tamil Nadu Investors Association (TIA) - March 1st [----] [--]. Alivus Life Sciences / Glenmark Life - Maran Govindasamy - [-----] [--]. Neuland Laboratories - Madanagopal Ramu - [--------] [--]. Hitachi Energy - Balaji Vaidyanath - [--------] [--]. JM Financial - Jatin Khemani - [-----] [--]. Nuvama Wealth - Bhavin shah - [-------] [--]. Kotak Mahindra Bank - Subash R - [-------] [--]. Venkys India - Viraj Mehta - [------] [--]. Piramal Pharma - Naveen chandramohan [------] [--]. Timken India - Kunal Shah - [------] [--]. Healthcare Global Enterprises - Aditya Khemka - [------] [--]. Mayur Uniquoters - Lalit Rathi - [------] [--]. Kitex Garments -"
X Link 2025-03-01T12:38Z 86.9K followers, 102.8K engagements

"When Motilal Oswal launched Defence Fund that created the peak there when they launched Capital Markets Index Fund that created the peak in those stocks and now they are launching Active Momentum fund across large mid and small caps"
X Link 2025-03-08T12:09Z 86.9K followers, 61.8K engagements

"Just looking at Parag Parikh Flexi Cap Fund - They didn't seem to have deployed any fresh cash in Feb They switched the allocation from the likes of MCX IPCA to Dr. Reddy's Zydus Cipla etc.but otherwise they haven't spent any from their Cash/Debt instruments. In fact Cash/Debt levels have actually gone up from Jan' [--] to Feb' [--] So even that 20-30% levels of correction didn't excite them yet Are they giving any hints"
X Link 2025-03-09T08:46Z 86.9K followers, 122K engagements

"According to our Collegium corruption in judiciary is not a serious issue. Transferring the judge from one place to another makes him honest again. Our bloody judiciary is broken beyond repair. Its just sad and helpless situation"
X Link 2025-03-21T09:52Z 86.9K followers, 22.6K engagements

"Imagine two scenarios. [--]. A $35bn company with $8bn revenue that has [----] active patents works with [----] suppliers worldwide carries the highest market share (18-20%) in it's segment in the world sets up JV with a $1bn company with $232m revenue and even before operations got into full scale for that JV requests an expansion of the facility Yes I am talking about Givaudan and Privi. [--]. And in their latest concall Privi said this ".As part of our business expansion strategy we have initiated dialogue with some of our competitors to work with them as coproducers" You don't come across these"
X Link 2025-03-30T13:21Z 86.9K followers, 126.6K engagements

"Infosys: Revenue growth guidance for FY26 is 0-3%. Last time we saw numbers like this was probably during GFC"
X Link 2025-04-17T11:19Z 86.9K followers, 103.4K engagements

"45% of Indias gold demand comes from South and within South 35% of demand comes from Tamil Nadu. Within TN Chennai contributes to 40% of Tamil Nadus jewellery demand Kalyan has [--] stores in Chennai Tanishq has [--] stores GRT has [--] and rest of the players like Malabar Joyalukkas etc.have less than [--] each. Thangamayil opened it's first store in Chennai back in Feb (Flagship store) and opened [--] more stores about a week ago. In next couple of quarters Thangamayil may have 4th highest store count in Chennai. Why Thangamayil's Chennai stores may affect the other three high store players Because"
X Link 2025-04-19T15:12Z 86.9K followers, 85.7K engagements

"WoW Times of India says - India controlled Kashmir. I just feel sad. Hindu says - Pakistan snaps trade relations with India and even worse Islamabad ups the ante Isn't this the other way round I know Hindu has been a hopelessly worst for last many years but even then difficult to digest that they can fall to this level. Too much damage has been done for far too long by the ruling parties including BJP allowing these morons to get away with writing anything and saying anything"
X Link 2025-04-25T11:15Z 86.9K followers, 46.2K engagements

"Lets boycott Azerbaijan [------] Indians visited Azerbaijan in [----] This number was [------] in [----] Boycott such places which support filth against our country [------] Indians visited Azerbaijan in [----] This number was [------] in [----] Boycott such places which support filth against our country"
X Link 2025-05-07T23:54Z 86.9K followers, 80K engagements

"The cancer industry is growing at a CAGR of 17% and HCG is outpacing this growth. Shareholders gain but humanitarian pain"
X Link 2025-05-28T17:54Z 86.9K followers, 101.3K engagements

"When you are packing and unpacking some of the forgotten memories come back alive My first corporate ID card My daughters instant reaction - How did you loose all that hair"
X Link 2025-06-02T07:57Z 86.9K followers, 158.9K engagements

"A happy happy day Son completed his CFA level [--]. Results out today"
X Link 2025-07-01T14:20Z 86.9K followers, 72.3K engagements

"Bandhan Small Cap Fund (in institutions) and Ajay Upadhyaya (in individual investors) are two names that I track for their PF changes. They do have good timing most of the times"
X Link 2025-07-15T00:16Z 86.9K followers, 135.8K engagements

"Power Infrastructure Defence EV proxy BESS - All in one"
X Link 2025-07-16T14:14Z 86.9K followers, 176.4K engagements

"JM Financial Annual Report is a must read"
X Link 2025-07-19T04:07Z 86.9K followers, 106.2K engagements

"Nothing triggers a bloodbath faster than a low float stock missing expectations its a jet-speed crash into red"
X Link 2025-07-22T07:29Z 86.9K followers, 85.4K engagements

"Rahul Gandhi is more dangerous to our country than Shehbaz Sharif or ISI"
X Link 2025-08-01T00:42Z 86.9K followers, 259K engagements

"Super thought clarity on US and India trade deal"
X Link 2025-08-05T10:25Z 86.9K followers, 104K engagements

"If this is really true such a wonderful gesture Keep taxing and screwing the set of population who actually pay taxes and aspire for better life. Those who avoid taxes they keep avoiding (including the rich farmers). Only reason this govt might get votes next time from some of us is because opposition is even worse. Centre proposes #GSThike on business and premium #airtravel to 18%: Sources @TimsyJaipuria https://t.co/DdpaD4Uvwz Centre proposes #GSThike on business and premium #airtravel to 18%: Sources @TimsyJaipuria https://t.co/DdpaD4Uvwz"
X Link 2025-08-28T14:58Z 86.9K followers, 71K engagements

"Hospitals is the only sector where a seller/vendor sets the price and customer/buyer says Yes sir please sir - Aditya Khemka @ias_summit"
X Link 2025-08-30T05:58Z 86.9K followers, 54.3K engagements

"Aerospace & Defence: Players across the value chain"
X Link 2025-09-11T10:01Z 86.9K followers, 55.5K engagements

"Incred Equities on Aerospace & Defence - Analyzing next [--] years of defence demand TPCR-2025 lists [---] items (vs. [---] in TPCR 2018) shifts 50% to electronics EW & space; prioritizes sub-systems vs. platforms and boosts indigenization. Sudarshan Chakra project to be completed by [----] needs an investment of at least 4tr across air defence systems radars HAPS DEW and space. HAL BEL BDL Astra Microwave & Data Patterns to be main beneficiaries of TPCR electronics push & Sudarshan Chakra project"
X Link 2025-09-17T01:58Z 86.9K followers, 56.1K engagements

"Indian CRDMO space - Nice one stop shop lot of relevant info Credits: JP Morgan"
X Link 2025-09-25T09:52Z 86.9K followers, 47.5K engagements

"Bounce is due in small caps I guess. Some of the names worth checking: Windlas Intellect Design Astra Micro ABDL Interarch Beta Drugs Kalamandir and Transrail are stuck on oversupply In PSU Banks many are looking good. My favourites are Indian Bank and Bank of India. In capitals markets space DAM Capital Nuvama (overhang of PE exit at discounted price) and KFin are worth tracking SGRL and PGEL are teasing at 500/- Another 10% might create MoS"
X Link 2025-09-30T09:22Z 86.9K followers, 51.2K engagements

"Was talking to a friend over lunch. He bought [--] kgs of Gold when the price was around 25-30K he is closing all his loans and some next week"
X Link 2025-10-18T11:17Z 86.9K followers, 120.5K engagements

"Some names to keep an eye on this season [--]. Dynamic Cables - Sectoral tailwinds Streaky stock Gong thru consolidation Capex expected to come live in H2FY26. Currently at good levels. [--]. HBL Engineering - Expected to do [---] cr PAT in FY26. Its current PE is [--] even if we assume it will normalize to [--] FY26 expected market cap is [-----] (current MC is 26000). Plus more updates are expected to come on many exciting high margin products. Any pullback is an opportunity here IMO. Obviously valuations won't offer any comfort if I am a value investor. [--]. Transrail Lighting - Strong order book offering"
X Link 2025-10-19T09:07Z 86.9K followers, 86.7K engagements

"A simple hack to boost your PF returns by 10% (or more): [--]. Every time you buy a stock write down 2-3 clear reasons why you are buying [--]. Every time you sell a stock write down the main reason why you decided to sell [--]. More importantly note down which stock you are buying next from these sale proceeds. If you can religiously follow these simple rules you will start noticing few mistakes (such as buying in FOMO or selling in FEAR or switching from right names to wrong names etc). You would realise that invariably 20-30% of BUY/SELL decisions have no meaningful reasons. Give it a few months"
X Link 2025-11-08T04:03Z 86.9K followers, 104.5K engagements

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