@vishan_khadke Vishan Khadke
Vishan Khadke posts on X about india, stocks, ai, investment the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
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Social Influence
Social category influence finance countries currencies technology brands stocks premier league automotive brands travel destinations social networks luxury brands
Social topic influence india, stocks #5625, ai, investment, efc #111, strong, gold #5070, solar, key, debt
Top accounts mentioned or mentioned by @dhawaldoshi5 @dynamicinvstr @akash17971 @vishankhadke @deepak4748 @anvith @trendspark420 @equityinsightss @ashishmeher7 @tsatwork @investmentveda @indiantechguide @rohantantia @suryachaudhary1 @disguisedtrader @thealpha10x @sharmaaniket03 @gargaditya @vishpradp @investingt20
Top assets mentioned Microsoft Corp. (MSFT) GE Vernova Inc. (GEV) Alphabet Inc Class A (GOOGL) Flex Ltd. Ordinary Shares (FLEX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ShwetaKukreja_ Social media is itself an illusion"
X Link 2024-01-13T05:04Z [---] followers, [---] engagements
"Jai Shree Ram 🙏🙏 #PranPratishthaCeremony #ShreeRamMandir"
X Link 2024-01-22T09:41Z [---] followers, [--] engagements
"@Ravisutanjani Since [--] years the interest rate is more or less same. While cost of living has been increasing aggressively. I don't think although EPF is tax exempt is a good advice in current scenario when health inflation is 10% education is 12% and so on"
X Link 2024-02-10T12:50Z [---] followers, [---] engagements
"@PRSundar64 Anti Modi"
X Link 2024-04-20T08:43Z [---] followers, [--] engagements
"The Modi we need The unafraid and brave. Speaking it openly"
X Link 2024-04-21T16:37Z [---] followers, [--] engagements
"@NIKHILLJHA Best health insurance for parents manipal senior vs HDFC ergo"
X Link 2024-05-04T13:01Z [---] followers, [--] engagements
"Voted NaMo NaMo 😃 #ModiOnceMore2024 #ModiJarooriHai #BJP"
X Link 2024-05-07T10:52Z [---] followers, [--] engagements
"Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile railways aerospace etc. They offer end to end services from - design to manufacturing to services. Sectors [--]. Railway [--]. Aerospace [--]. Industrial & EV (1/n)"
X Link 2024-05-16T17:19Z [---] followers, [----] engagements
"4. Automobile [--]. Medical [--]. IoT/ IT - The comp has [--] adv manufacturing facilities Revenue - 90% revenue from India followed by 5% from Europe with 69% rev from top [--] players. Industrial and EV contribute 48% to rev. followed by 29% from the automobile sector"
X Link 2024-05-16T17:24Z [---] followers, [---] engagements
"- The comp has a long relationship of 7+ years across sectors with top [--] clients - Order book - 4.1K Cr as of Q4 FY24 Market Opportunity Indian ESDM market size FY [--] - [----] L Cr FY [--] - 9L Cr CAGR - 34% With the highest CAGR of IT (63%) and Medical (44%) resp"
X Link 2024-05-16T17:31Z [---] followers, [---] engagements
"Shakti Pumps - Leading manufacturer of pump with mkt. share in solar pump under PM KUSUM scheme - 1200+ product variants 500+ dealers in India - Backward integration for manufacturing key components reqd. for pump & motors - 5L pump & 2L VFD manufacturing capacity (1/n)"
X Link 2024-05-17T10:44Z [---] followers, [----] engagements
"USP - 30-40% less energy consumption - Rust and corrosion free - Inbuilt remote monitoring - Indigenously built - 40% more output compared to cast iron pumps Revenue mix FY [--] Govt - 69% Export - 21% Others - 10% (2/n)"
X Link 2024-05-17T10:44Z [---] followers, [--] engagements
"Market Opportunity PM Kusum scheme - 48K Cr subsidy scheme for [--] years setup in FY19 to replace electric or diesel pumps with solar pumps. [--]. 14L solar pump off-grid [--]. 35L pumps on-grid Avg price - 3L per pump Mkt. Size - 1.47L crore Share - 26% Good opp. (3/n)"
X Link 2024-05-17T10:44Z [---] followers, [---] engagements
"Venturing into a new business - EV - EV Industry is expected to grow at CAGR 49% from 2022-30 - Manufacture EV motors charging stations battery mgmt. systems VFD etc. - Approved investment of [---] Cr and invested [--] Cr till FY [--] (4/n)"
X Link 2024-05-17T10:44Z [---] followers, [---] engagements
"Order book - [----] Cr as of FY24 to be executed in [--] mon Guidance - Stable op. margins of 14-15% in coming years and revenue growth of 25-30% Raised [---] Cr through QIP for doubling capacity in next [--] years In coming years solar pump will dominate and post that EV (5/n)"
X Link 2024-05-17T10:44Z [---] followers, [--] engagements
"While the overall pump industry CAGR is 14% from FY [--] to FY [--] it's 32.2% CAGR for solar pumps. Huge huge opportunity in coming years. (6/n)"
X Link 2024-05-17T10:45Z [---] followers, [--] engagements
"KPI Green - One of the popular stocks in the renewable energy sector - Company is both an IPP (Independent Power Producer) and CPP (Captive Power Producer) based in Gujarat - Presence in [--] sites across Gujarat - IPP + CPP in FY 24- [---] MW - [--] MW IPP and 111+ MW CPP (1/n)"
X Link 2024-05-17T17:20Z [---] followers, 10.8K engagements
"Salzer USP - Among few players to offer complete customized electrical solutions - Preferred supplier to GE Schneider Electric Nuclear Power corp. - Tieup with LnT and access to 350+ dealers across India - Largest supplier of rotary switch to Indian Railways (3/n)"
X Link 2024-05-18T08:13Z [---] followers, [---] engagements
"New Foray - Acquired Kaycee industries - Formed JVs with Kostad Steuerungsbau GmbH & EMarch LLP to enter EV market for DC fast charger - Building fully integrated smart meter manufacturing facility with capacity of [--] Mn meters and can be increased to [--] Mn later (4/n)"
X Link 2024-05-18T08:14Z [---] followers, [---] engagements
"Market Opportunity Smart meter - Demand of [---] Mn units and can be increased to [---] Mn. Market to reach $3.3 Bn by [----] with CAGR 34.5% DC Fast chargers - Market size 2L units in 3-4 years amounting to 14K crores Switchgear - Poised to grow at 15-20% in next few years (5/n)"
X Link 2024-05-18T08:14Z [---] followers, [---] engagements
"Guidance - 18-20% revenue growth at least for next year (excluding smart meters) Need to watchout for updated guidance in Q4 FY [--] concall. (6/n)"
X Link 2024-05-18T08:14Z [---] followers, [---] engagements
"Financials Mcap- [----] Cr PE - [----] Forward PE - [----] ROCE - 12% ROE - 9.7% Debt - [---] Cr D/E - [----] Rev - 1k Cr FY [--] NP - [--] Cr FY [--] Promoter SH increasing 🔥 Cash flow positive #salzer #salzerelectronics Not a buy/sell reco"
X Link 2024-05-18T08:14Z [---] followers, [---] engagements
"E2E Networks It is a AI focused hyperscaler offering advanced cloud GPUs ecosystem for development of Al/ ML applications It is on a mission to provide scalable accessible and affordable AI/ML platform for all Read the complete thread 👇 (1/n) #e2enetworks"
X Link 2024-05-18T18:32Z [---] followers, [---] engagements
"Product suite [--]. Cloud GPUs [--]. Linux Cloud [--]. Windows Cloud [--]. Cloud solutions [--]. Storage Cloud [--]. ML platform More about E2E - Led by a highly experienced management - Rated among the top IAAS (Infra as a Service) - Partnered with Nvidia AMD Intel Microsoft (2/n)"
X Link 2024-05-18T18:32Z [---] followers, [---] engagements
"Market Opportunity Cloud computing to grow rapidly in India with CAGR of 24.1% by [----] & mkt. size would be 86.4K Cr by [----] Global cloud market to grow from $235 Bn in '21 to $3269 Bn by '30 Public cloud computing to overtake traditional expenses in [----] (3/n)"
X Link 2024-05-18T18:32Z [---] followers, [--] engagements
"GenAI to grow at 42% CAGR from $137 Bn in [----] to $1.3 Tn in [----] As compared to competitors E2E is cheapest with 1/3rd cost in C3 series compared to AWS and Azure. While in GPU A100 cost is 50% lower than GCP making it highly lucrative (4/n)"
X Link 2024-05-18T18:33Z [---] followers, [---] engagements
"Guidance basis Q2 FY [--] concall - Will grow at 40-50% over next couple of years - Deploy Rs 150-200 Cr to buy hardware in next [--] months and orders of 30-35% had already been placed and should have been delivered in Q4 FY [--] (7/n)"
X Link 2024-05-18T18:33Z [---] followers, [--] engagements
"Financials Mcap - [----] Cr PE - [--] ROCE - 28.6% ROE - 22.6% Debt - [--] Cr TTM Rev - [--] Cr TTM NP - [--] Cr Op Margin - 50% Positive cash flow Promoter Holding - 59.71% Public - 32.65% This is not a buy sell reco. Watch out for Q4 FY [--] results #e2enetworks @e2enetworks"
X Link 2024-05-18T18:33Z [---] followers, [---] engagements
"I have covered [--] futuristic and huge growth potential companies in the last [--] days 👇 [--]. #Netweb [--]. #Kaynes [--]. #ShaktiPumps [--]. #KPIGreen [--]. #Salzer Electronics [--]. #E2ENetworks Follow like and repost for more🔥"
X Link 2024-05-18T18:49Z [----] followers, [----] engagements
"My prediction BJP - 290-310 NDA - 340- [---] What's yours #bjp #BJP4India #narendramodi My prediction for June 4: BJP - 320-330 NDA - 380-390 What's yours My prediction for June 4: BJP - 320-330 NDA - 380-390 What's yours"
X Link 2024-05-19T08:58Z [---] followers, [---] engagements
"India imports 98% of it's requirement and will reach $100 Bn by [----] Locally sourced semicon market is forecasted to reach $34 Bn by [----] Handset share will rise from 49% in [----] to 56% by [----] while for telecom will drop from 14% to 4% (2/n)"
X Link 2024-05-19T14:24Z [---] followers, [---] engagements
"Govt. incentives Semicon India Program - Outlay of Rs 76k Cr providing capital subsidy of 50% on silicon fabs OSAT etc. Design Linked Incentive - To support design comp with 50% subsidy Tata Electronics Micron CG Power Kaynes are setting up Foundry or OSAT (3/n)"
X Link 2024-05-19T14:24Z [---] followers, [---] engagements
"Impressive numbers in the Modi era. NDA [--] + [--] vs UPA [--] + [--] GDP growth 7% Capex 3.5x Tax rev 3x Inflation 0.5x Unemployment reduced #namo #bjp"
X Link 2024-05-20T11:25Z [---] followers, [---] engagements
"Va Tech Wabag Complete water treatment solution provider globally Ranked among top [--] desalination players 125+ IP rights developed inhouse Focuses on Adv. Tech value added and high margin products Read complete thread 👇 (1/n) #vatech #wabag"
X Link 2024-05-21T17:46Z [---] followers, [----] engagements
"Mgmt. with 30+ yrs experience Expert in EPC business Business Model EPC O&M Design Build Operate Hybrid Annuity Model Provide services for industries and municipality Drinking water treatment Sludge treatment Desalination Recycling (2/n)"
X Link 2024-05-21T17:46Z [---] followers, [---] engagements
"New initiatives Biogas to CBG - Tied up with Peak Sustainability Ventures for [---] CBG plants. Potential of $200 Mn AI (Digitalization) - Partnered with Pani Energy to implement AI for water treatment. Launched Blue seed initiative for empowering waterpreneurs (4/n)"
X Link 2024-05-21T17:46Z [---] followers, [---] engagements
"Future opportunities H2O to Green H2 - In talks with H2 developers and working on getting orders for green H2 desalination plants Semiconductor - Supply ultra pure water to Semiconductor industry (5/n)"
X Link 2024-05-21T17:46Z [---] followers, [---] engagements
"Capacity expansion Capacity to reach 5L+ MT by FY [--] from 3L MT in FY [--] [---] Cr Capex in existing verticals in next [--] years [---] Cr Capex in new vertical in next [--] years 75% Lead recycling to shift to formal sectors by FY [--] against 35% in FY [--] (6/n) #gravita"
X Link 2024-05-22T17:14Z [---] followers, [--] engagements
"Financials FY [--] Mcap - [----] Cr PE - [--] ROCE - 27.6% ROE - 33.5% Revenue - 3.2K Cr (12% up yoy) NP - [---] Cr OPM - 9% D/E - [----] Debt - [---] Cr Net cash flow positive Promoter Holding - 66.48% Public - 20.56% #gravita Follow like and repost for more such content 🔥"
X Link 2024-05-22T17:14Z [---] followers, [--] engagements
"Nifty ATH 1.6% up Modi [---] loading 😃"
X Link 2024-05-23T10:19Z [---] followers, [--] engagements
"Order book as of FY [--] - [----] Cr FY [--] - [---] Cr known as of now Market Opportunity over the decade 3L+ km transmission line to be built with 6L Cr + investment 20K Cr to be spent on electrification in Smart City projects 1.5L Cr outlay in RDSS (4/n)"
X Link 2024-05-23T16:42Z [---] followers, [---] engagements
"Excellent results post-demerger FY [--] Rev - [----] Cr NP - [--] Cr Q4 FY [--] Rev - [---] Cr ( 147% up YoY) NP - [----] Cr (1767% up YoY) Net cash flow positive Other parameters Mcap - 3.2K Cr PE - [---] D/E - [----] Promoter Holding - 62.75% Public - 28.67% (5/n)"
X Link 2024-05-23T16:42Z [---] followers, [---] engagements
"(Contd.) Would only do 0.5-1 Cr capex every yr. As of now utilisation is 250-275kg FY25 - 450-475 kg and then 750kg Exports to 200-300 corporate stores and small distributors supplying to retailers in Gulf country Increasing debt 240-250 Cr and will use GML (9/n)"
X Link 2024-05-24T17:35Z [---] followers, [--] engagements
"(Contd.) Moving from Cash credit to GML will help reduce finance cost by 0.3-0.4 basis points Current interest rate - 9.5% will reduce to 4.5% Lead to increase in PAT and WC days would be [--] (currently 55) Targeting [---] Cr in Q4 ( result yet to come) (10/n)"
X Link 2024-05-24T17:35Z [---] followers, [--] engagements
"(Contd.) Increase Ebitda from 3.9% to 4.5% PAT from 1.9% in Q3 FY [--] to 3% in 1.5-2 years Had started a subsidiary for USA to do online B2C business but not focusing on it due to huge opportunity in B2B segment and they didn't do any expenses in it (11/n)"
X Link 2024-05-24T17:35Z [---] followers, [---] engagements
"Financials Mcap- [----] Cr PE - [--] ROCE - 17.5% ROE - 21.3% Rev - 1.5K Cr TTM NP - [--] Cr TTM Debt - [---] Cr D/E - [----] Net cash flow positive. Promoter Holding - 61.32% Public - 38.64% Follow like and repost for more such content 🔥 No buy or sell reco. #skygold"
X Link 2024-05-24T17:35Z [---] followers, [---] engagements
"@padakantivenu Yes but that's a seperate problem altogether to be solved for. And government intervention is required with stringent laws"
X Link 2024-05-25T18:23Z [---] followers, [--] engagements
"Some of their noteworthy clients include Delhi Jal Board UP Jal Nigam Noida Gaziabad Development Authority They got listed on NSE on Sept'23. Projects undertaken: Wastewater treatment plants Water transmission and distribution system Irrigation (2/n)"
X Link 2024-05-27T14:18Z [---] followers, [---] engagements
"Market Opportunity Water requirement in [----] would be [---] Bn cubic metre while in [----] it would rise to [----] Bn cu. meter Sewage treatment capacity gap in [----] was atleast 70% or more in diff. tiers and should be the same now as well. (3/n)"
X Link 2024-05-27T14:18Z [---] followers, [--] engagements
"Management Guidance Revenue growth - 35-40% FY [--] PAT - 21-22% for FY [--] Order book - [----] Cr in Feb'24 to be completed in [--] years Bid submitted - 4k Cr with conversion 10-15% Tentative outlay for water sector - 70k Cr They are 70% into sewage (4/n)"
X Link 2024-05-27T14:18Z [---] followers, [--] engagements
"None of the brokerages predicting that the Modi govt won't be formed. 4th June. Market would reward this if BJP comes with good majority ⚡ #modi #elections2024 Brokerages on #Elections : A synopsis https://t.co/5XHgCmL4mO Brokerages on #Elections : A synopsis https://t.co/5XHgCmL4mO"
X Link 2024-05-28T11:56Z [---] followers, [--] engagements
"Market Opportunity Optical fibre - Current global mkt - $ [-----] Mn - CAGR 2024-32 - 4.8% - Govt. Plan to invest Rs. 2.4Tn by [----] would provide a boost to this ERS - used in elec. Transmission defence etc. towers - Total mkt size - [---] Cr Advait share - 7% (3/n)"
X Link 2024-06-03T07:51Z [---] followers, [----] engagements
"GH2 Electrolyser - Global mkt [----] - 17.6K Cr In [----] - 23.8K Cr In [----] - 1.53L Cr CAGR of 36% - [---] MW order received - [---] MW current manufacturing facility and expanding to [---] MW by [----] - Adv plug and play Electrolyser - 0.3/0.5/1 MW stacks (4/n)"
X Link 2024-06-03T07:51Z [---] followers, [----] engagements
"Salzer Electronics Q4 FY [--] Concall Updates EV charger could pass [--] of [--] tests of ARAI and approval will be delayed Planning expansion in Aus NZ Middle East for switchgear business Trials of smart meter underway although the Market has slowed down (1/n) #salzer Salzer - Leading player offering customized electrical solutions - Presence in industrial switchgear energy mgmt.cables etc - [--] manufacturing units across TN - Exports to 50+ countries - Largest manufacturer & market leader in CAM operated rotary switches (1/n) #salzer https://t.co/55Y7fXIXuC Salzer - Leading player offering"
X Link 2024-06-03T19:05Z [---] followers, [---] engagements
"Single phase - BIS approved and [--] phase to be approved by June Rev guidance - 18-23% excluding smart meter EBITDA guidance - 10.5-11% Smart meter plant is 80% complete and 20% in [--] month Expecting 50% + utilisation or [---] Cr + rev from meters (2/n)"
X Link 2024-06-03T19:05Z [---] followers, [---] engagements
"Will they still say "EVM has been hacked" 🙂 #modi #nda #inc #india"
X Link 2024-06-04T11:17Z [---] followers, [---] engagements
"@nikeshyadva India alliance I feel doesn't have integrity and trust amongst each other nd they are bound to separate now or later"
X Link 2024-06-04T15:55Z [---] followers, [---] engagements
"@Nyctophilic___ Indi alliance always would"
X Link 2024-06-04T15:59Z [---] followers, [--] engagements
"(Contd) - Data center space per Mn internet users is just [---] compared to [-----] in Singapore - Drivers - availability of space global connectivity low land & power costs Digital India - As of Aug'23 DC capacity stands at 819MW in top [--] cities in India spread on [--] msf (2/n)"
X Link 2024-06-08T16:43Z [----] followers, [----] engagements
"Indian Data Center Geographic Location - 50% existing & 47% upcoming is in Mumbai - Ranking Mumbai Chennai Delhi NCR Bengaluru Pune Hyderabad Kolkata - 61% of the new additions in Mumbai were post-pandemic & Chennai saw 3x (6/n)"
X Link 2024-06-08T16:43Z [----] followers, [----] engagements
"India is in a nascent stage of DC - Mumbai is a mature market while Chennai Bengaluru Delhi NCR are established markets & Tier [--] cities are quantum growth markets with immense potential (7/n)"
X Link 2024-06-08T16:43Z [----] followers, [----] engagements
"Tier [--] Cities to witness growth - Only 4% of total DC capacity is located in Tier [--] cities - As demand for proximity to cust. increases DC demand would accelerate - Offer valuable disaster recovery advantages - Edge DC are seeing traction due to AI IOT cloud etc. (9/n)"
X Link 2024-06-08T16:43Z [----] followers, [----] engagements
"DC Development Cost Total cost - 7-7.5 Mn USD per MW Real Estate & construction costs - 30-40% Major cost header is Mech & Electrical cost - 60-65% 16-17% Yields from DC outperform leased offices residential warehouses etc. where maximum yield is 10% (10/n)"
X Link 2024-06-08T16:43Z [----] followers, [----] engagements
"⚡⚡ The post covers the following: ESS Market Potential and Current Capacity ESS Tender Designs Challenges with ESS ESS tender issuance trends Key policies PHS Capacity trends PHS vs BESS comparison Key companies (2/n)"
X Link 2024-06-11T06:23Z [----] followers, [----] engagements
"RTC - Supplied from RE sources with availability as high as 70% on monthly level. This was a huge success as prices were lucrative for buying entities. FDRE - It is latest dev. in this space with a new demand driven capacity model and is poised to spark the boom of ESS (6/n)"
X Link 2024-06-11T06:23Z [----] followers, [----] engagements
"RTC has lowest tariff even though RTC tenders ensure higher availability and supply of RE. This is due to high utilisation of ESS FDRE is marginally higher than RTC Standalone ESS tariff is dependent on project tenure. Long tenure leads to lower costs. (7/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"Challenges with ESS High Capex - In BESS Li-ion battery price although decreasing keep fluctuating due to supply chain issues Lack of domestic manu. - India has Li-ion battery cap. of [---] GWh against reqmt. of [--] GWh & is poised to cross [---] GWh by [----]. (8/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"(Contd.) Indian govt has awarded PLI to [--] companies for Li-ion battery manu. - Ola Hyundai Rajesh Export and Reliance New Energy but Hyundai pulled out of this scheme. Sub-optimal Infrastructure - CEA issued National Transmission plan of [-----] GW RE & outlay [---] Tn (9/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"Some Key Policy For ESS Energy Storage Obligations (ESO) National Transmission System plan [----] Pumped Hydro Policy FDRE Guidelines National Energy Storage Policy Viability gap funding for BESS (11/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"Energy Storage Obligations Power ministry has introduced energy storage obligations starting from 1% in FY [--] to 4% in FY [--] National Transmission Plan Total outlay - INR [---] Tn [-----] km new Xmn lines 4.3L MVA new substation capacity (12/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"PHS Policy Policy recognises that PHS is an important ESS and also is low cost and long duration storage Provides bidding framework for fulfilling [---] GW PHS potential National ESS Policy It includes Xmn waivers for ESS projects ESO and PLI for ACC (13/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"Viability gap funding for BESS Initial outlay of INR [--] Bn It aims to achieve a levellised cost of storage (LCoS) ranging between 5.5-6.3 INR/kWh thereby making ESS a viable option for managing peak power in India (14/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"PHS vs BESS Cost - PHS has Capex of USD 1700-2500/kW vs USD 1400-2000/kW for BESS Duration - PHS can store energy for [--] hrs vs [--] hrs for BESS Lifetime - PHS [--] yrs vs 10-20 yrs for BESS Operating Cost - Low for PHS vs BESS (16/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"Key Companies in Indian Grid Scale ESS Market 🔥 @larsentoubro @ntpclimited Greenko @JSWEnergy etc. Greenko is the grid scale ESS market leader based on capacity awarded till Nov'23 and is followed by Renew Acme and JSW Energy (17/n)"
X Link 2024-06-11T06:24Z [----] followers, [----] engagements
"National Green H2 Mission 🔥 Mission will help achieve Net Zero emissions and become energy independent PLI being offered for manufacturing electrolysers and [--] companies awarded contract of [---] GW. [--] companies awarded contract for producing GH2 (4.1L MT) (15/n)"
X Link 2024-06-15T17:49Z [----] followers, [----] engagements
"(Contd.) [--] ports in Gujarat Orissa and TN respectively have been identified as GH2 hubs Initial outlay of INR 19.7k Cr including 17.5k Cr for SIGHT 8L Cr investment till [----] Abatement of [--] MMT GHG emissions (16/n)"
X Link 2024-06-15T17:49Z [----] followers, [----] engagements
"Requirements for Building GH2 Ecosystem 🔥 Minimise cost of RE which should be lower than INR 2/ kWh Rapid decline in Electrolyser cost Reduce transport n storage cost Creating demand in the sectors supported by GH2 Capitalise on export potential (17/n)"
X Link 2024-06-15T17:49Z [----] followers, [----] engagements
"🎯 Increase in cell Efficiency by [----] Cells put together into modules which further form a battery - In [----] cells had energy of [---] Wh which is poised to increase to [----] Wh by '25 due to improvement in chemistry design and packaging 2x increase in cell packs (12/n)"
X Link 2024-06-17T09:30Z [----] followers, [---] engagements
"🎯 Fuel cells vs Li-ion battery 🔥 H2 has specific energy of 40k Wh/kg compared to just 160-280 Wh/kg of Li-ion In terms of wheel efficiency the battery has an edge over the fuel cell because it's 3x more efficient than Hydrogen (as seen in the pic shown below) (13/n)"
X Link 2024-06-17T09:30Z [----] followers, [---] engagements
"@ShridhantS Detailed thread on EV https://x.com/vishan_khadke/status/1802634813062652014t=H9BHtp4mKvEGUDE4T9ROlw&s=19 Electric Vehicles (EV) - Futuristic 🔥🔥 EV is highly intuitive and has fewer parts. [--] moving parts with battery to wheel efficiency of 80-90% compared to [---] moving parts in ICE with tank to wheel efficiency of 25% Read complete 🧵 👇 (1/n) #ev #electricvehicles https://t.co/AKB3D2RsPP https://x.com/vishan_khadke/status/1802634813062652014t=H9BHtp4mKvEGUDE4T9ROlw&s=19 Electric Vehicles (EV) - Futuristic 🔥🔥 EV is highly intuitive and has fewer parts. [--] moving parts with"
X Link 2024-06-17T10:35Z [----] followers, [---] engagements
"Netweb unveils new AMD based Made in India servers for Datacenter AI systems 🔥 Datacenter futuristic sector and with new servers coming in it would be great for Netweb in long term 🎯 #datacenter #netweb #amd #ai Netweb Netweb is an Indian full stack service provider of computing services. Offerings [--]. High Performance Computing - 36% [--]. Private Cloud - 37% [--]. AI systems - 11% [--]. High performance storage solutions - 5% [--]. Datacenter servers - 5% [--]. Others - 6% (1/n) https://t.co/19LSUr1Kfd Netweb Netweb is an Indian full stack service provider of computing services. Offerings [--]. High"
X Link 2024-06-18T16:42Z [----] followers, [----] engagements
"HDFC bank started 👏👏 Firing all cylinders 🔥 #hdfc"
X Link 2024-06-19T10:44Z [----] followers, [---] engagements
"Kaynes has incorporated a subsidiary Kaynes Holding Pte. Ltd. (Kaynes Singapore) 🔥🔥 The main object is to expand the business presence. #kaynes #osat #semiconductor Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile railways aerospace etc. They offer end to end services from - design to manufacturing to services. Sectors [--]. Railway [--]. Aerospace [--]. Industrial & EV (1/n) https://t.co/o6UecyIZlE Kaynes Tech It is a leading integrated IoT solutions provider with presence in multiple sectors such as automobile railways aerospace"
X Link 2024-06-19T13:32Z [----] followers, [----] engagements
"This post covers the following ⚡ Indian Warehousing market Market Drivers National Logistics Policy Other Govt Policies Warehouse Absorption Vacancy Rent Sector wise share in Warehousing Top [--] cities Stock Distribution and Vacancy (2/n)"
X Link 2024-06-21T16:30Z [----] followers, [----] engagements
"🎯 Indian Warehousing market The Market (Top [--] cities) is poised to grow at a CAGR of 12% from 2023-2027 from [---] to [---] Mn sq ft. Top [--] cities are Mumbai Ahmedabad Bengaluru Chennai Hyderabad Kolkata Delhi NCR Pune (3/n)"
X Link 2024-06-21T16:30Z [----] followers, [----] engagements
"🎯 Market Drivers Global manufacturing shift - PLI and other schemes are boosting manufacturing in India thereby leading to demand of Warehousing Tech - Warehousing is being implemented using IoT AI Robotics etc therefore making it more advanced (4/n)"
X Link 2024-06-21T16:30Z [----] followers, [----] engagements
"🎯 Warehouse Vacancy As the demand is increasing the overall vacancy is expected to reduce to 8% in [----] from 15% in [----]. Grade A space is expected to reduce to below 5% from 5% in [----] (10/n)"
X Link 2024-06-21T16:30Z [----] followers, [----] engagements
"🎯 Rent of warehouse The rents have been on an increasing trend from [----] to [----] at a rate of 6% and are expected to increase in future as well due to increase in land price and construction costs Highest rents in Pune and Chennai Rents in INR per sq ft per mon (11/n)"
X Link 2024-06-21T16:30Z [----] followers, [----] engagements
"@deepak4748 Yes working on it. Will share in sometime"
X Link 2024-06-22T04:20Z [----] followers, [---] engagements
"@deepak4748 @deepak4748 I am attaching a tweet where someone has named stocks related to this industry 😀 Hope it helps. https://x.com/BNuthan/status/1804305540958536173t=pa1KxcsLeW1nYU6nqdQM0A&s=19 @Vismaya9999 Yes ma'am warehousing business is growing at a good phase . The listed players are Container corp Tvs supply chain Mahindra logistics Delhivery Gateway Distriparks ALL cargo Transport corporation of India https://x.com/BNuthan/status/1804305540958536173t=pa1KxcsLeW1nYU6nqdQM0A&s=19 @Vismaya9999 Yes ma'am warehousing business is growing at a good phase . The listed players are"
X Link 2024-06-22T04:40Z [----] followers, [---] engagements
"Data center industry poised to reach [--] GW by [----] from [---] GW in 2024🔥🔥🔥🔥 10x increase in capacity expected in the next [--] years. 15x investment of [----] USD Bn expected in next [--] years Big opportunity 😀 Credits: @GanatraNandan #datacenter Indian Data Center Industry Research 🔥🔥 - One of the fastest growing markets & ranked 14th globally - [---] datacenters in India with US ranked #1 with [----] - India has [---] Mn internet users (2x US & 12x UK) Read thread below (1/n) Source: Colliers-CII #datacenter https://t.co/ukrLomjwcV Indian Data Center Industry Research 🔥🔥 - One of the fastest"
X Link 2024-06-23T04:46Z [----] followers, 10.2K engagements
"Sky Gold has completed acquisition of Starmangalsutra and Sparkling Chains for [--] Cr. 🔥 Mangesh said that this perfectly aligns with their growth objectives. This move would increase their EBITDA margins by 50-75 bps from current 4.4% in FY24. Also they are in line with revenue target.of [----] Cr in FY27. 🔥 3.5x revenue in [--] years CAGR of 53% from FY24 - FY27 😃 They also expect economies of scale and reduce overall borrowing costs post-acquisition of the [--] companies. #skygold Sky Gold ⚡ The company is in B2B business of designing manufacturing and marketing of gold jewellery Has [-----] sq."
X Link 2024-06-23T08:03Z [----] followers, [----] engagements
"Premiumization 💯💥 Top [--] retail sectors with high growth in consumption in FY24 [--]. Media and Entertainment [--]. FMCG [--]. Railway [--]. Aviation [--]. Durables A thread on different sectors. Follow like and repost for more. 🔥🔥 (1/n) #consumerism #Premiumization"
X Link 2024-06-24T16:33Z [----] followers, [----] engagements
"% Growth in ATM withdrawals or consumer spending in FY24 vs FY23. [--]. Delhi 22.3% [--]. Tamilnadu 17% [--]. Uttar Pradesh 11.5% [--]. West Bengal 6.94% [--]. Karnataka 6.28% (8/n) #spends #consumerism #ATM #India"
X Link 2024-06-24T16:33Z [----] followers, [---] engagements
"Follow like and repost for more such content. 🔥🔥🔥🔥 #Premiumization #consumerism"
X Link 2024-06-24T16:33Z [----] followers, [---] engagements
"@GurpreetTalwar2 I have mentioned the sectors and their scope. I feel you can search the stocks as there are many and if the potential is high for a sector all the stocks would get the share of a pie and would perform well"
X Link 2024-06-25T03:07Z [----] followers, [--] engagements
"Indian auto companies have started exporting 2W EVs fuelled by PLI schemes. 🔥🔥 Prominent names are - Maruti Suzuki Hero Motocorp TVS Motors etc. 68% of EVs produced in the world in [----] were Chinese and it exported USD [--] Bn worth of EVs. India has the potential to become EV hub of the world in future if all goes well and beat China. 😀 #toyota #hero #tvsmotors #maruti #honda"
X Link 2024-06-25T03:29Z [----] followers, [----] engagements
"🔴🔴 Water Crisis - A big problem 🎯 Industrial sectors such as coal power generators and steel makers would be most affected due to water stress. 🎯 Agriculture sector would also be hampered which would lead to increase in inflation of food and decline in the incomes 🎯 India's avg annual wayer availability stood at [----] cubic meters and is expected to go down by 8% to [----] in FY31. A level below [----] cubic meter is a sign of water stress and [----] cu. m is a sign of water scarcity. 🎯 Acc to UN India's population would increase to [----] Bn by [----] from [----] in [----] Water theme stocks should"
X Link 2024-06-26T04:31Z [----] followers, 14.9K engagements
"♻ Recycling - Plastic e-waste and Battery 🚀🚀 A thread 🧵 👇 Recycling is process of recovery by which waste materials are processed to base materials to be used for manufacturing of original or any other product. Follow like and repost for more 🔥 (1/n) #recycling"
X Link 2024-06-27T16:01Z [----] followers, 31.2K engagements
"♻ E-waste recycling The rapid growth of technology has resulted in electronics being a very essential part of our daily lives. India is 3rd largest generator of e-waste after USA & China & only a small portion of the e-waste generated is recycled formally (10%). (11/n)"
X Link 2024-06-27T16:01Z [----] followers, [----] engagements
"🎯 Constituents of e-waste [--]. Ferrous metals such as Iron & Steel (35%) [--]. Non-ferrous metals such as Copper and Aluminum (20%) [--]. Plastics (35%) [--]. Precious metals (5%) [--]. Other materials such as glass rubber ceramic(5%) [--]. Hazardous substances (1%) (12/n)"
X Link 2024-06-27T16:01Z [----] followers, [----] engagements
"Drone Delivery: The Future 🔥 By [----] 30% of all the quick commerce deliveries in major cities would be by drones. This would lead to 40-70% lower operating costs 50-75% faster delivery and [---] kg carbon emission saved with every drone delivery. Faster deliveries would slash costs by 30-40% for the companies Many logistics players such as Ecom Express Shiprocket are experimenting in this space Process of drone delivery - Drones set up sky pods in societies where a drone carrying parcels up to [--] kg can land. And then the delivery executive stationed at the society would deliver it to the"
X Link 2024-07-06T06:02Z [----] followers, 17K engagements
"@snskritinaruka This depends on your risk profile and also on the definition of "decent returns""
X Link 2024-07-07T06:15Z [----] followers, 55.6K engagements
"1. Advait has incorporated a wholly owned subsdiary in Norway. [--]. It has also called Board meeting on 11th July for considering fund raise up to [--] Cr. #advait Advait Infra - Futuristic 🔥 The company is into power transmission green hydrogen and carbon consultancy services Product Portfolio Power Transmission -Optical fibres - ACS wire - Stringing tools - Emergency restoration system Read the complete🧵👇 (1/n) #advait https://t.co/ZcvWWHmnHU Advait Infra - Futuristic 🔥 The company is into power transmission green hydrogen and carbon consultancy services Product Portfolio Power Transmission"
X Link 2024-07-08T13:21Z [----] followers, [----] engagements
"Infrastructure is one of the top priorities of Modi govt. for making India a developed nation by 2047👌 The highway construction stood at 12.3K Km in 2023-24 against 10.3k in 22-23. Expectations from the budget are - [--]. It should focus on enhancing capex [--]. Opening alternate avenues for financing [--]. Incentivising private sector for participating in infra dev [--]. Subsidize green tech #india #india2047 #viksitbharat #infra #highways"
X Link 2024-07-11T04:52Z [----] followers, [---] engagements
"@EquityInsightss [--] in [---] Bn USD may have been spent in Anant's wedding"
X Link 2024-07-12T18:32Z [----] followers, [---] engagements
"@vikskukreja Exciting is the x which is already built took more than [--] years to be built. And companies are coming up with datacenters seeing the demand. And I am sure it will be built in next 2-3 years itself seeing the demand"
X Link 2024-07-13T04:46Z [----] followers, [---] engagements
"@radhika_bajaj Ab to Orry ka haath lag gya Orry [---] incoming 🤣"
X Link 2024-07-13T15:41Z [----] followers, [--] engagements
"Renewable Energy - Opportunity At present clean energy consitutes 1.5-2% of GDP and would constitute 5% of [--] Tn USD GDP in [----]. RE has potential worth 350-400 Bn USD annually from [----] and is poised to increase further. 🔥🔥 #re #cleanenergy #kpigreen #waaree #oriana"
X Link 2024-07-18T06:39Z [----] followers, [----] engagements
"India FY25 growth forecast - Very positive Outlook 👏👏 Fitch and RBI project growth of 7.2% IMF and ADB - 7% World bank and S&P Global - 6.6% & 6.8% INDIA'S decade 🔥🔥😀 #rbi #moody #s&p #worldbank #adb #india #growthforecast"
X Link 2024-07-18T08:29Z [----] followers, [---] engagements
"E2E Networks - Key Points Qtrly ARPU of top [---] customers has increased to 7.5L from 5L 50% increase in a qtr 🔥 Monthly recurring revenue 2x in [--] months. 🔥 EBITDA margin 66% vs 51% in FY24 On track for [---] Cr rev. in FY25. #e2enetworks #ai #datacenter Good results of Q1 FY24 for E2E Networks.🔥 Revenues- [----] Cr vs [-----] Cr (110% up yoy) Net profits - [-----] Cr vs [----] Cr (46% up yoy) EPS - [--] vs [----] (45% up yoy) All together good to great results 😀🔥 #e2enetworks #cloud #ai https://t.co/bscquZNdAH Good results of Q1 FY24 for E2E Networks.🔥 Revenues- [----] Cr vs [-----] Cr (110% up yoy) Net"
X Link 2024-07-19T15:58Z [----] followers, [----] engagements
"Gen AI market to 10x in [--] years from $137 Bn to $1.3 Tn in [----]. CAGR of 42% 👏 And GenAI requires adv GPUs and hence E2E comes into play. E2E has India's most advanced cloud GPU with best price to performance. 🔥🔥 #e2enetworks"
X Link 2024-07-19T15:58Z [----] followers, [---] engagements
"Shakti Pumps - Potential ⚡⚡ Comp B - 9.57L pumps remaining Comp C - 35L pumps So total - 44.57L pumps and cost of each pump is 3L. Total mkt size - 1.33L Cr Shakti mkt share - 25% of 44L - 11L pumps in 5-6 yrs - 33K Cr Rev potential. 🔥 #ShaktiPumps Shakti Pumps - Q1 FY25 results Excellent YOY & Good QOQ 🔥 Revenues- [---] Cr vs [---] Cr (400% yoy) Net profits - [--] Cr vs [--] Cr (9300% yoy) Revenues- [---] Cr vs [---] Cr (7% 🔻 qoq) Net profits - [--] Cr vs [--] Cr (4.5% qoq) PE slashed to [----] from [--] 🔥🔥 #shaktipumps https://t.co/In8QDuJcyd Shakti Pumps - Q1 FY25 results Excellent YOY & Good QOQ 🔥"
X Link 2024-07-20T16:47Z [----] followers, 19.6K engagements
"3 High growth sectors for 5-10 years 👇 🎯 Power - $340-385 Bn investments in next [--] years. 4-5L Cr per yr capex for RE and T&D. #kpigreen #kpenergy #waaree #oriana #bondada #bajel #advait #technoelectric #shakti #silchar #voltamp #inoxwind #sanghvi #energy #RenewableEnergy"
X Link 2024-07-21T07:02Z [----] followers, 18.3K engagements
"🎯 Datacenters - Exp. to reach [--] GW in [----] from [---] GW in '24. Investments to rise 15x from 15.2K Cr in '24 to 2.24L Cr in '30 #technoelectric #anantraj #blackbox #netweb #e2enetworks #dlink #abb #schneider #siemens #ncc #bluesta #lt #tril #datacenters"
X Link 2024-07-21T07:03Z [----] followers, [----] engagements
"Like every other budget this one was no different for taxpayers and middle class 🙃 Government doesn't want the taxpayers to save so they are leaving behind pennies in their hands 😀 Either earn less or forego the income in form of taxes. 😀 #nirmala #budget"
X Link 2024-07-23T14:16Z [----] followers, [---] engagements
"@deepak4748 Hot stocks 👌"
X Link 2024-08-10T10:14Z [----] followers, [---] engagements
"EMS Ltd - Q1 FY25 Results Great result YOY & avg QoQ 💥 Last year also June was down QoQ. H1 H2 Revenues- [---] Cr vs [---] Cr (50% yoy) Profits - [--] Cr vs [--] Cr (61% yoy) Revenues- [---] Cr vs [---] Cr (-15% 🔻 qoq) Profits - [--] Cr vs [--] Cr (22% 🔻qoq) #ems EMS Limited - Water theme ⚡ A multi-disciplinary EPC company which specialises in providing services in water and wastewater collection. They have completed 50+ projects laid 1000+ km sewage pipeline [---] Bn+ L water treated Read complete 🧵 👇 #ems #wastewater (1/n) EMS Limited - Water theme ⚡ A multi-disciplinary EPC company which specialises in"
X Link 2024-08-10T10:29Z [----] followers, [----] engagements
"@_Sandeep09 Happy birthday to her 🎉"
X Link 2024-08-11T04:49Z [----] followers, [---] engagements
"Datacenters - Update AI led DC to add [---] MW capacity over [--] years as AI workloads are continuously on a rise and will outpace cloud computing eventually. Developers can generate upto 25% IRR in build and sell model 🔥 #anantraj #technoelectric #e2e #datacenters Datacenter Theme ⚡⚡ Anant Raj stands out with almost 3x EBITDA from FY24 to FY26 and FY26 forward PE of just [--]. 🔥🔥 Good bet on datacenter comparing growth of different companies in the sector. 🎯 Technoelectric and Netweb are expected to 2-2.5x their EBITDA with FY26 https://t.co/VNFHfUkrYE Datacenter Theme ⚡⚡ Anant Raj stands out"
X Link 2024-08-22T12:37Z [----] followers, [----] engagements
"Happy Saturday folks Which stock according to you will be multibagger in next 1-2 years timeframe Let's learn from each other and grow.😀 🙌 #investing #stockmarket #india"
X Link 2024-08-24T06:52Z [----] followers, [----] engagements
"Government betting big on Infra - Roads Railways Ports and Aviation 3L Cr approved in the 1st [---] days. More to follow in next [---] years ahead 🔥 #modi #india2047"
X Link 2024-09-14T04:58Z [----] followers, 22.6K engagements
"Kaynes - Update Kaynes has acquired Iskraemeco India Private Limited which is engaged in supply installation O&M of smart meters.👌 Turnover of target in last [--] yrs. FY22: INR [-----] Cr FY23: INR [-----] Cr FY24: INR [-----] Cr #kaynes #ems Kaynes - Update Kaynes acquired land in Gujarat for advanced OSAT project worth 5K Cr while Telangana plant being made with 3k Cr will have couple of chip assembly lines. Aiming for [--] lines with [--] Bn chips/yr in [--] years 🔥🔥 Expect 3.5K Cr rev by [----] from OSAT🔥 #kaynes https://t.co/ZRvXpRuaQo Kaynes - Update Kaynes acquired land in Gujarat for advanced OSAT"
X Link 2024-09-28T16:27Z [----] followers, [----] engagements
"E2E Networks - 1st company to procure Nvidia H200 GPUs. #e2enetworks https://m.economictimes.com/tech/technology/e2e-networks-becomes-first-company-in-india-to-procure-256-nvidia-h200-gpus/articleshow/114550426.cms E2E Networks - Q2 Results 🔥🔥 Revenues- [----] Cr vs [----] Cr (120% yoy) Profits - [----] Cr vs [----] Cr (110% yoy) Revenues- [----] Cr vs [----] Cr (15% qoq) Profits - [----] Cr vs [----] Cr (21% qoq) #e2enetworks https://t.co/jEPwbXL1JA https://m.economictimes.com/tech/technology/e2e-networks-becomes-first-company-in-india-to-procure-256-nvidia-h200-gpus/articleshow/114550426.cms E2E Networks"
X Link 2024-10-25T12:45Z [----] followers, [----] engagements
"@realhyderabad86 Hi wanted to connect with you to know more about your investments and learn. Unable to DM you"
X Link 2024-11-14T05:54Z [----] followers, [---] engagements
"Kavach - Railway plans to cover 90% of network by [----] 🔥 The most advanced Kavach v4.0 is being deployed. 🔴 [----] km Deployed 🔴 [----] km WIP 🔴 [-----] km bid invited 🔴 17k km bids in FY25-26 🔴 30k km bids in FY26-28 #kavach #railway #india"
X Link 2024-11-14T09:58Z [----] followers, [---] engagements
"Renewable Energy - Capacity Growth 🔥 [--]. India would add [---] GW RE from 2024-30 compared to [---] GW in USA and [---] GW by EU in same time period [--]. India's share in global RE generation in [----] will be more than 2x of [----] #re #renewables #kpigreen #waaree #premierenergies"
X Link 2024-11-14T17:18Z [----] followers, [----] engagements
"Green Hydrogen would take another [--] years to be commercially viable. This should ramp up GH2 use in coming years 🔥 #greenhydrogen"
X Link 2024-11-16T12:43Z [----] followers, [---] engagements
"@abhiksark @Tennistetris Is it due to population that prices of flights rent of houses dining etc is so high Demand supply issue Or is it just price inflation to loot the public"
X Link 2024-11-16T15:49Z [----] followers, [--] engagements
"Jobs on X - Interesting I was exploring the app and found Jobs section on X. This is something interesting. 👌👌 Turning X to a hiring platform like @LinkedIn. It already has Grok AI to top it all. @elonmusk is really creating a super app X and the day is not far when it will also cater to travel shopping and ecommerce. Competing with all the market leaders in there spaces out there.🔥 #x #elonmusk #india #jobs #grokai"
X Link 2024-11-17T04:39Z [----] followers, [---] engagements
"@darshitpatel84 Long way to go for Equity. Next [--] decades should be the gamechanger"
X Link 2024-11-17T07:12Z [----] followers, [---] engagements
"Huge opportunity in financial wealth space 🔥🔥👌 🔴 Share of financial wealth is 25% in India compared to 75% global. (Reason - Good chunk of Indian wealth lies in real estate and gold) 🔴 Out of 25% financial wealthonly 15% is professionally managed meaning only 4% of the total wealth which is concerning (Reason - Majority of Indians don't invest in equity ie MFs and Stocks) Source: @Nuvama_Wealth PPT #india #wealth"
X Link 2024-11-19T14:48Z [----] followers, [----] engagements
"India's GDP to rise from $3 Tn to $30 Tn in [----] while savongs would rise 12x from $1.2 Tn to $12.5 Tn in the same period. Huge potential ahead for wealth management companies 🙌 👏 #equity #debt #india #ViksitBharat2047 #sensex #nifty"
X Link 2024-11-19T14:51Z [----] followers, [---] engagements
"37% increase in weddings this quarter compared to last year. Total weddings estimated - [---] Mn Jewellery consitutes 15% of total expenditure. Total spending - [--] L Cr 🔥🔥 Total jewellery expenditure - [--] L Cr 👌 Good for all jewellery companies- PNG Jewellers Sky Gold Tanishq Kalyan Senco Gold etc. Let's see how they perform in Q3 FY25. #jewellery #wedding #india #skygold #sencogold #titan #tanishq #png #kalyan"
X Link 2024-11-20T06:22Z [----] followers, 16.2K engagements
"Average is not the right metric to look at When 50-60% of the people work for TCS Wipro Infosys etc with salary starting 3.5L per annum. Most of the engineers who are highly paid are distorting the avg figure Median should be the metric used here to understand where the industry stands"
X Link 2024-11-20T14:15Z [----] followers, [----] engagements
"@Akshat_World What do you mean by diversify Equity is the best instrument out there for gains. Even if I diversify into real estate gold etc. The returns would be subpar compared to equity. Instead the focus should be to maximize returns to reduce dependency on anything"
X Link 2024-11-21T06:32Z [----] followers, [----] engagements
"Points to note for successful investing 👌 #investing #sensex #nifty If you want to be a really successful investor you need to follow these donts strictly. [--]. Dont invest in a company which is being constantly shilled. [--]. Dont take a stock if PE is too high (more than 50x). This is a thumb rule. Of course there are exceptions. But generally If you want to be a really successful investor you need to follow these donts strictly. [--]. Dont invest in a company which is being constantly shilled. [--]. Dont take a stock if PE is too high (more than 50x). This is a thumb rule. Of course there are"
X Link 2024-11-22T13:31Z [----] followers, [---] engagements
"@Investindia6 Its a [----] Cr opportunity if [--] L pumps are to be installed and each pump costing 3L INR. And of which 25% share will.come to [---] Cr. Yes incremental revenue but not that high"
X Link 2024-11-23T06:51Z [----] followers, [----] engagements
"Which Sector according to you will boom (grow 10x-50x) in next [--] years You can comment as well if there's some other sector which you think will grow exponentially. #renewableenergy #water #waste #ai #datacenter #ems #defence #railways RE & Transmission Data Centers and AI EMS Defence Railways Water and Waste Recycling RE & Transmission Data Centers and AI EMS Defence Railways Water and Waste Recycling"
X Link 2024-11-23T11:24Z [----] followers, [---] engagements
"@Kismat_hai Then what's the purpose of life If everything is temporary then one has no motivation"
X Link 2024-11-24T13:37Z [----] followers, [---] engagements
"@contliving By next decade or so people would be comfortable with equity and MFs but the way inflation is rising and people are spending left and right. I don't think the people would be able to save much and would be like West"
X Link 2024-11-25T09:39Z [----] followers, [---] engagements
"@Karanbd1 Sky gold E2E Networks Nuvama Shakti Pumps"
X Link 2024-11-25T14:45Z [----] followers, [----] engagements
"@EquityInsightss Do you think the PE ratio is calculated correctly Because if mcap is [----] cr and NP is 71/150/295 Cr resp. It would give PE as 75.5/36/18"
X Link 2024-11-29T06:49Z [----] followers, [---] engagements
"@EquityInsightss Yea. I feel EFC is a good bet compared to Awfus considering the margins and the earnings/valuations because anyways both are expected to grow at similar rates considering the industry as a whole and EFC is into furnitures too so a diversified business"
X Link 2024-11-29T07:11Z [----] followers, [---] engagements
"@tsatwork Very good stock compared to Aefis with regards to margins valuations and diversification. And thr industry as a whole is growing rapidly which will lead to supporting EFCs growth"
X Link 2024-11-29T07:13Z [----] followers, [---] engagements
"Office Space Leasing - EFCIL vs AWFIS EFCIL is better compared to the AWFIS in terms of margins valuations and diversification into furnitures. Considering the office space leasing industry is growing rapidly both will see growth but EFCIL is a safe bet in all respects. #efcil #awfis"
X Link 2024-11-29T07:32Z [----] followers, [----] engagements
"Kaynes - Semiconductor subsidiary IPO plan in [--] years #kaynes"
X Link 2024-11-29T08:16Z [----] followers, [---] engagements
"E2E Networks - Update 🚀🚀 E2E is expanding its capacity from current [---] MW to [----] MW in next [--] years to cater to demand 🔥 Current capacity utilization is 40-60% which means [--] MW means huge scope ahead. #e2enetworks #datacenters E2E Networks- Big Update 💥🔥🔥 LnT has acquired 15% of share capital (30L shares) via preferential worth [----] Cr and also acquiring 12L shares as well from Tarun dua raising its stake to 17.6%. More bullish on E2E now 🔥🔥🔥🔥 #e2enetworks https://t.co/WsaHaJhzXL E2E Networks- Big Update 💥🔥🔥 LnT has acquired 15% of share capital (30L shares) via preferential"
X Link 2024-12-02T15:33Z [----] followers, [----] engagements
"Kaynes - Update Kaynes has acquired 54% controlling stake in Sensonic Austria. It brings capability in railway safety and efficiency through its applications. #kaynes Kaynes - Update Kaynes inaugurated Electronic Manufacturing facility in Hyderabad. 🔥🔥 This will cater to various sectors such as industrial automotive medical electronics aerospace and telecommunications. Way to go #kaynes https://t.co/fI52hfugjJ Kaynes - Update Kaynes inaugurated Electronic Manufacturing facility in Hyderabad. 🔥🔥 This will cater to various sectors such as industrial automotive medical electronics aerospace"
X Link 2024-12-03T15:13Z [----] followers, [----] engagements
"EMS Ltd - FII DII Stake decreasing trend Rationale - FII & DII offloaded their stakes post-lockin end date. Is anyone aware of continuous selling by FII/DII in the last two quarters Do share the reason. #emsltd EMS Ltd. - Q2 Results - Flat Revenues- [---] Cr vs [---] Cr (8% yoy) Profits - [----] Cr vs [----] Cr (9.5% yoy) Revenues- [---] Cr vs [---] Cr (13% qoq) Profits - [----] Cr vs [--] Cr (34% qoq) #emsltd #ems EMS Ltd. - Q2 Results - Flat Revenues- [---] Cr vs [---] Cr (8% yoy) Profits - [----] Cr vs [----] Cr (9.5% yoy) Revenues- [---] Cr vs [---] Cr (13% qoq) Profits - [----] Cr vs [--] Cr (34% qoq) #emsltd #ems"
X Link 2024-12-08T14:13Z [----] followers, [----] engagements
"AI - Growing leaps and bounds 🚀🚀 🟩 US AI spending increased from USD [---] Bn in [----] to [----] Bn in [----] a 6x jump in an year 🔥🔥 🟩 Major use cases include code copilot support chatbots enterprise search 🟩 All the tech majors including Google Salesforce SAP etc have started deploying AI wherever feasible 🚀 While it's just the beginning it should grow exponentially in India too 👌 A major theme to look for in this decade. Comment the listed players/enablers which can help expedite the process and grow exponentially. 😀 #ai #india"
X Link 2024-12-10T12:52Z [----] followers, [----] engagements
"Indian Jewellery Market 🚀🚀 The Jewellery market is expected to grow from [--] Bn USD in [----] to [---] Bn USD in [----] at an impressive CAGR of 16% 🔥 Motilal Oswal's report covered [--] major stocks (Titan Kalyan Senco & PNG) in this sector. Below are the findings : [--]. Sales growth is expected to remain between 17% to 38% across these companies from FY25 to FY27 [--]. PAT Margin is highest for Titan at 7% while others are in the range of 2-4% [--]. PNG & Kalyan are expected to grow their stores more than 2x in the next [--] years indicating strong demand [--]. The studded mix would be highest for Kalyan &"
X Link 2024-12-10T15:08Z [----] followers, [----] engagements
"Indian Financial (Equity & MF) Stats. [--]. Only 3% of the total population invests in MF & are active clients on NSE. [--]. 12% of the Indians have demat accounts while it's 62% in the US. Huge potential ahead🔥. At 10% CAGR we will have [---] Mn accounts with 20% penetration in [----]. [--]. MF penetration in India stands at 17% while it's 123% in the USA & more than 60% in Germany the UK etc. Here also we have a huge gap to fill. 🚀 [--]. India's market-to-GDP ratio stands at [---] % compared to 61% for China 146% for Japan and 209% for the USA. #equity #mf #india #sensex"
X Link 2024-12-10T15:19Z [----] followers, [---] engagements
"Anant Raj - Ambitious Plan - Multibagger in Making 🚀🚀🚀🚀 PAT to 4x over next [--] years 🔥🔥 🟩The Indian Cloud market is expected to grow from [--] billion USD to [--] billion USD at 25% CAGR from [----] to [----]. 🟩IaaS to grow fastest with 27% CAGR from 2023-29 DAM Capital forecasted the revenues & profits for their data centre business for the next [--] years 🟩They have taken the capacity to be [---] MW by [----] on a conservative basis. The revenues & profits should grow multifold if the capacity reaches [---] MW as claimed by the company. Phase [--] - 21MW Manesar Phase [--] - [--] MW Manesar Phase [--] - [--] MW"
X Link 2024-12-12T06:00Z [----] followers, [----] engagements
"Key Stats 🔶63% of the Indian population uses the internet whereas DC capacity in India is just [--] MW/Mn users compared to [--] MW/ Mn in the USA and [--] MW/Mn in China. 🔶While the data consumption is almost 2.5X that of the USA & similar to China. This shows the huge potential of data centres. 🔥🔥 (2/2) #ai #cloud #datacenters #india #anantraj #technoelectric #reliance #adani #jio #blackbox #apar #lnt"
X Link 2024-12-12T14:30Z [----] followers, [---] engagements
"🔶Occupancy Levels of DC capacity Mumbai - 84% Delhi NCR - 78% Chennai - 63% Bengaluru - 76% 🔶Major capacity occupiers Hyperscalers BFSI companies PSUs Tech firm Social Media OTT (3/3) #ai #cloud #datacenters #india #anantraj #technoelectric #reliance #adani #jio #blackbox #apar #lnt"
X Link 2024-12-12T14:30Z [----] followers, [---] engagements
"EFC - 15% up 🔥🔥🔥🔥 #efc Office Space Leasing - EFCIL vs AWFIS EFCIL is better compared to the AWFIS in terms of margins valuations and diversification into furnitures. Considering the office space leasing industry is growing rapidly both will see growth but EFCIL is a safe bet in all respects. https://t.co/DtQ9shAv32 Office Space Leasing - EFCIL vs AWFIS EFCIL is better compared to the AWFIS in terms of margins valuations and diversification into furnitures. Considering the office space leasing industry is growing rapidly both will see growth but EFCIL is a safe bet in all respects."
X Link 2024-12-13T09:52Z [----] followers, [----] engagements
"People are slowly shifting to equity but still majority still sre into MFs due to risk averse nature. A decade more until People start investing directly into stocks and find it as the best option to grow wealth and enjoy life. RE is a good investment when people want to convert black to white and which is the case currently in good chunk of cases. I feel it would continue until corruption is eliminated from grassroots level chances of which are bleak"
X Link 2024-12-14T06:19Z [----] followers, [----] engagements
"Bajaj Finance - BFL [---] - Transform to a FINAI Company The expected growth by FY29 is mind blowing. Once the financial sector stocks get back on track Bajaj Finance should outperform.🔥🔥🚀🚀 Customer Franchise - [--] Mn to [---] Mn - 2x in [--] years 🚀🚀 Share of total credit - [----] % to 3.2-3.5% - 60% increase Location presence- 4.2k to 5.2k - 25% increase ROE - 19.4% to 22% 🔥👌 PAT per cross sell franchise - 1.3k to 4k - 3x 👌👌 Growing at such a high rate with a huge base already shows unprecedented demand for credit 🙌 I also went through the BFL strategy and found it quite interesting. Here"
X Link 2024-12-14T08:23Z [----] followers, [----] engagements
"@DealsDhamaka There's a difference between earning and buying. Not necessary to earn [---] Cr to buy [---] Cr flat People can buy houses may be on loan ancestral wealth or funds accumulated via savings"
X Link 2024-12-14T12:40Z [----] followers, [----] engagements
"Indian Housing Market Boom 🔥🔥 The housing market is in one of the best phases and is expected to grow aggressively in the coming years. Currently the Indian housing market situation compared to the peaks of other major markets (US China Japan) is good. Analysis 🟩Household leverage (debt/GDP) - 42% vs 60-90% 🟩House price to income ratio - 6-9x vs 18x 🟩Urbanization Rate - 36% vs 65-80% 🟩Residential property investment contri. to GDP - 7% vs 6-17% 🟩Duration of downcycles in those countries - 6-14 years #housing #india #prestige #dlf #oberoi #macrotech #phoenixmills"
X Link 2024-12-14T14:02Z [----] followers, [---] engagements
"Indian Electronics Component manufacturing to get a boost via new initiatives with an outlay worth 40k Crores 🔥🔥 🟩 As of now majority of the components are imported from China (62%) South Korea (10%) and other countries. 🟩 The electronics Components market is projected to 5x from currently [--] Bn USD to [---] Bn USD by [----] to cater to USD [---] Bn EMS Industry in [----]. Huge opportunity 🔥🔥 🟩 The disability cost is 14-18% out of which tariffs and materials account for 4-5% logistics is 3% and finance costs are 4%. 🟩 The govt is targeting domestic value add to the tune of 80% in lithium ion"
X Link 2024-12-15T09:04Z [----] followers, [----] engagements
"Make in India - USD [---] Trn opportunity by [----] 🔥🔥 The manufacturing GVA is expected to rise 3.4x in the next [--] years from [---] Bn USD to [---] tn USD. 🚀🚀 Factors responsible for this. 🟩Large domestic market driven by strong consumption patterns 🟩PLI schemes across [--] sectors 🟩Global manufacturing hub and boosting exports 🟩Infra spending boost (1/5) #pli #india #manufacturing #MakeInIndia #semiconductors #ev #defence #kaynes #dixon #nibe #oriana #ola #kpigreen #waaree #hal #pricol #olectra #mnm #jsw #adani #reliance"
X Link 2024-12-15T14:38Z [----] followers, [----] engagements
"EFC - 5% up 🔥🔥 #efc EFC - 15% up 🔥🔥🔥🔥 #efc https://t.co/JuTT3osBFQ EFC - 15% up 🔥🔥🔥🔥 #efc https://t.co/JuTT3osBFQ"
X Link 2024-12-16T05:42Z [----] followers, [---] engagements
"EFC - 5% up 🔥🔥 #efc EFC - 15% up 🔥🔥🔥🔥 #efc https://t.co/JuTT3osBFQ EFC - 15% up 🔥🔥🔥🔥 #efc https://t.co/JuTT3osBFQ"
X Link 2024-12-16T05:42Z [----] followers, [---] engagements
"Higher-risk investments offer potentially greater rewards (multibaggers) provided thorough due diligence and conviction in the chosen stock.🚀🚀🚀🔥 #investing #equity #sensex"
X Link 2024-12-16T09:40Z [----] followers, [---] engagements
"Renewable Energy - Increase in financing on the cards 🚀🚀 🟩 30L Cr investment is needed in next [--] years. 🔥 🟩 Green Energy financing obligation to be imposed on banks to increase investments 🚀 🟩 Plan to have [---] GW RE by [----] and [----] GW by [----] 🔥🔥 #renewableenergy #adani #lnt #kpigreen #waaree #oriana #advait Renewable Energy - 9.15L Cr investments in power transmission by [----] for meeting peak power demand of [---] GW by [----] up from [---] GW in [----]. #re #india #renewableenergy #nep https://t.co/2qcwwzXAoR Renewable Energy - 9.15L Cr investments in power transmission by [----] for meeting"
X Link 2024-12-18T05:34Z [----] followers, [----] engagements
"E2E Networks - Partners with Dell to boost AI ML capability in India 🔥 🟩 E2E recognised a significant market opportunity in GenAI solutions but faced challenges in scaling due to limitations in its existing infrastructure. 🟩 To address this they partnered with Dell Technologies leveraging Dells cutting-edge hardware and scalable solutions to overcome these hurdles. 🟩 Dells AI Factory powered by NVIDIA GPUs now supports E2Es efforts to meet the growing demand for AI-driven innovation across enterprises startups and research institutions. #e2enetworks #dell #ai #cloud #data"
X Link 2024-12-18T09:09Z [----] followers, [----] engagements
"Sky Gold - Gold jewellery consumption to grow 14-18% in FY25 🔥 Big positive for Sky Gold Titan Kalyan PNG Senco 🚀🚀 As per the report it is due to [---] bps import duty rate cut consequent correction in gold prices and festive led demand which are driving this growth. #skygold #senco #png #titan #kalyan #rbz #utsav"
X Link 2024-12-18T13:12Z [----] followers, [----] engagements
"Capital Expenditure - YTD FY25 - Power tenders highest growth while Water supply negative growth YOY 🟩 Tendering for FY25 of [---] Trn has surpased FY24 of [---] Trn. 9% growth 🟩 While awarding has slowed down compared to FY24 where it was [---] Trn and currently it is [---] Trn. A degrowth of 8% 🔻🔻 🟩 Power supply tendering grew 51% YoY while Railways and Water supply experienced degrowth of 12% 🔻 and 48% 🔻 resp. Enough potential in Water supply and railways which would boost the sector in next 2-3 months🔥🔥🔥🔥 #watersupply #power #tnd #pigl #ems #wabag #ionexchange #vprpl #bajel #advait"
X Link 2024-12-19T13:27Z [----] followers, [----] engagements
"Office Space Leasing- GCCs to lease 40-50% of grade A office space in [----] 🔥 Huge growth potential for EFC and AWFIS 🚀 🟩 Their share rose from 31% in [----] to 39% in [----] 🟩 70% of GCC deals are large sized (1L sq. Ft.) 🟩 Tech and BFSI sectors lead in GCC space leasing. 🟩 Bengaluru and Hyderabad account for 60% of total GCC leasing. #efc #awfis Office Space Leasing 🚀 🟩 The gross leasing volume is projected to reach [--] Mn sqft 13% yoy increase 🔥🔥 🟩 GLV is expected at [--] Mn sqft in [----] as most of the demand for return to office has been captured in 2022-24 🟩 Supply is unable to meet"
X Link 2024-12-20T02:03Z [----] followers, [----] engagements
"Medical Devices Market - To grow to USD [--] Bn by [----] 👌🚀 Currently the market is at [--] Bn USD. It will more than double in next [--] years. Huge potential ahead. #medicaldevices #india"
X Link 2024-12-20T04:00Z [----] followers, [----] engagements
"@EquityInsightss It's permanent as OTT continue to evolve. Cinemas need to Undergo a complete transformation and bring more lucrative offers and ways to lure public. Else it would have a tough time ahead given people are preferring comfort (like qcom) over anything"
X Link 2025-01-05T01:04Z [----] followers, [---] engagements
"Jobs are no more reliable and one needs to foresee next [--] years while financial planning due to layoffs and sudden events. Earlier one could easily rely on jobs and devote their heart and soul to it. Also the inflation has been either rising or stayed higher compared to prev years and the interest rates have remained the same for FDs or Savings account etc. which is leading to erosion of purchasing power. The lifestyle led inflation (show off desires and wants getting converted to needs because of wasy access to credit) has also been a huge destroyer of wealth"
X Link 2025-01-05T05:04Z [----] followers, [---] engagements
"Defence stocks in focus as govt declares [----] as the Year of Reforms 🚀 ✅ [----] saw 1.26L Cr defence production with 21K Cr worth exports. 🔥 ✅ Defence ministry accorded 4.2L Cr worth AoN for [--] proposals with 94% earmarked for Indian vendors 🔥 Nibe HAL Parag Defence Zen Technologies Apollo Microsystems C2C Advanced Ideaforge And many more 🔥🔥 Long term play ✅ #defence #india"
X Link 2025-01-05T13:20Z [----] followers, 29.1K engagements
"EMS - 25K Cr scheme Cabinet approval likely this month for local manufacturing of Electronic Components 🟩 Electronics Components worth 50-60 Bn USD or 4-5L Cr will be produced in next 5-6 year scheme's tenure. 🟩 Demand for Components to rise to [---] Bn USD in [----] from [--] Bn USD in [----] (5x in [--] years) 🟩 Aiming for 30-40% local production of Components EMS stocks in focus 🔥🔥 Kaynes Dixon RIR Power electronics Epack Cellecor PGEL Syrma #ems #kaynes #dixon #pgel #EpackDurables"
X Link 2025-01-06T05:47Z [----] followers, [----] engagements
"🟩 Big Positive for office space leasing companies 🚀🚀 Companies in focus AWFIS 🔥 EFC 🔥 Some stats around leasing. 🟩 Gross leasing in [----] stood at [--] MSF up 22.6% YoY 🔥🔥 🟩 Net absorption stood at [----] MSF up 18% YoY 🚀 🟩 Vacancy rate dropped to [--] yr low of 16.3% 🟩 Bengaluru led with 41% YoY growth 🟩 Flex spaces registered 50% yoy growth 🚀 #office #lease #awfis #efc"
X Link 2025-01-06T16:58Z [----] followers, 18.4K engagements
"Govt CapEx FY25 - Expected INR [---] Trillion vs budgeted INR [----] Trillion Government would fall short of expenditure by INR [---] Trillion or 14% 🔻🔻 And this while govt has relied heavily on the capex for fueling growth post pandemic. Photo Credits: @EquityInsightss #government #capex"
X Link 2025-01-07T08:18Z [----] followers, [----] engagements
"Advait Infra - New Orders 🔥 [--]. [--] MW out of the project for setting up of [---] MW/1000 MWh Standalone Battery Energy Storage Systems in Gujarat. (18 months) [--]. Supply and Installation of HTLS Conductor (6 months) #advait Advait - New Order 🔥 The company has received new order for supply amd installation of [--] F OPGW to be executed in [--] mon. #advait https://t.co/uXyAEAb2jz Advait - New Order 🔥 The company has received new order for supply amd installation of [--] F OPGW to be executed in [--] mon. #advait https://t.co/uXyAEAb2jz"
X Link 2025-01-08T13:41Z [----] followers, [----] engagements
"Emerald Finance- Concall Q3 FY25 Highlights 🔥 🟩 Market size for EWA - [---] Bn USD or [--] L Cr of which Emerald is not even doing 0.01% 🚀🚀 🟩 Already tied up with [--] corporates in FY25 and will end FY with [--] 🔻 (earlier goal was [---] corporates) 🟩 Target [--] Cr per month disbursements by Mar'25 and have achieved 70L as of 7th Jan (On track) 🟩 Targeting [---] corporates by Mar'26 (6x) and [--] Cr disbursements (7.5x) 🟩 Targeting [--] Cr per monthly disbursements in 2- [--] years (3x of FY26) 🟩 EWA margins - 24% pa 🟩 Processing fee of 1.5-2% is the Revenue source from EWA 🟩 Revenues split - 48%"
X Link 2025-01-10T14:09Z [----] followers, [----] engagements
"Kavach news is already out there so I don't think it would lead to some rally. Power would again get good allocation and AI Cloud can get some incentives. Railways may see launch of new trains or may be fixing the things already present and expediting the progress. Infra may take backseat compared to railways due to the gigantic RE targets along with Transmission infra"
X Link 2025-01-11T12:13Z [----] followers, [---] engagements
"Clean Energy - 47% or [---] GW of total [---] GW installed capacity. ✅ Aim to increase RE to [---] GW or 2.3x in [--] years (50+ GW per year) 🔥🔥 Key challenges: 🔴 Capacity availability for rising demand 🔴 Land acquisition 🔴 Transmission supply chain 🔴 Grid stability bringing down costs 🔴 Strengthening transmission system Budget expectations: 🟩 Push for Energy storage 🟩 Incentivise carbon capture and utilization 🟩 Help in large scale transmission projects 🟩 Boosting local equipment production #cleanenergy #india"
X Link 2025-01-15T05:58Z [----] followers, [---] engagements
"Office Space Leasing - India to host [---] Forbes [----] companies by [----] 🔥 🟩 Talent base set to increase 45% to 19L employees. Huge demand for office spaces 🔥🔥 🟩 85% of these GCCs to focus on AI and Data 🟩 Bengaluru and Hyderabad account for [---] GCCs at present with 7.5L employees 🔥 Strong tailwinds in this space. Watch out EFCIL and AWFIS 🚀 No reco. DYDD #efcil #awfis #officespaceleasing #india 🟩 Big Positive for office space leasing companies 🚀🚀 Companies in focus AWFIS 🔥 EFC 🔥 Some stats around leasing. 🟩 Gross leasing in [----] stood at [--] MSF up 22.6% YoY 🔥🔥 🟩 Net absorption"
X Link 2025-01-15T06:15Z [----] followers, [----] engagements
"Sky Gold- Onboarded Aditya Burla Jewellery amd diversified into 18K Gold natural diamond Jewellery and LGD Jewellery 🔥 #skygold Sky Gold - Gold jewellery consumption to grow 14-18% in FY25 🔥 Big positive for Sky Gold Titan Kalyan PNG Senco 🚀🚀 As per the report it is due to [---] bps import duty rate cut consequent correction in gold prices and festive led demand which are driving this growth. https://t.co/iCl6mWC6tt Sky Gold - Gold jewellery consumption to grow 14-18% in FY25 🔥 Big positive for Sky Gold Titan Kalyan PNG Senco 🚀🚀 As per the report it is due to [---] bps import duty rate cut"
X Link 2025-01-15T07:35Z [----] followers, [----] engagements
"Citi upgrades India to 'overweight' sees Nifty hitting [-----] by December 🔥🔥 Factors for the rating: ✅ Tax Cuts and Rising Consumption ✅ Recovery in Public Capex ✅ Easing Monetary Policy (Rate cut by RBI) https://www.moneycontrol.com/news/business/markets/citi-upgrades-india-to-overweight-sees-nifty-hitting-26-000-by-year-end-12948957.html https://www.moneycontrol.com/news/business/markets/citi-upgrades-india-to-overweight-sees-nifty-hitting-26-000-by-year-end-12948957.html"
X Link 2025-02-24T11:50Z [----] followers, [----] engagements
"🔴🔴 Paytm is infamous for all sorts of violations from RBI regulations to FEMA. And it's no surprise they have been charged with yet another violation. I don't understand if it is so difficult to comply with the norms as I don't see other Indian company's name coming up with regards to violations si frequently. @Paytm has been in the negative news since last 2-3 years and has faced a lot of volatility in the stock price and still 60% down from its IPO price. #paytm #rbi #fema"
X Link 2025-03-01T15:14Z [----] followers, [----] engagements
"India should promote the religious events and hubs to regain it's lost glory like they promoted Mahakumbh. It would increase tourism improve infra and ultimately add to employment generation and GDP growth 🔥🚀 Also Government should start focusing on basics like education and healthcare at grassroots level. It would lead to holistic development of the country. Major reforms are needed in this sector to make quality education and healthcare affordable to all the citizens"
X Link 2025-03-01T15:28Z [----] followers, [----] engagements
"It is the government. And they say they are using thise taxes for infra development. On one hand they relaxed the tax slabs to inject liquidity into system and on one hand they keep the petrol prices as is. If they had reduced the petrol prices as well it would have affected a lot of people and increased liquidity. On top of it the equity markets are falling it will further hamper the liquidity in the system. Tough year ahead for growth"
X Link 2025-03-02T04:14Z [----] followers, [---] engagements
"@GingerInvest44 @Curious_Shubh Maruti is leader M&M 2nd Hyundai 3rd"
X Link 2025-03-02T08:45Z [----] followers, [---] engagements
"@Akshat_World All this is true but how will India develop if no one pays taxes. The government needs fund and they are trying to exploit us in whatever way they can. They are developing an infra for us using our own money which is also not good enough or is delayed due to corruption"
X Link 2025-03-05T09:28Z [----] followers, [----] engagements
"🔴 Another bubble in making India is already way behind US and China in AI and if the high pay is being given to increase the pace of execution let's see till when this sustains (sooner than later they will run out of cash). Indian startup are known for hiring and firing in few months/years if the idea doesn't execute. Startups need to be more realistic and stop burning PE VC money rather focus on value creation. @TurboML @smallest_AI #ai #startups #india"
X Link 2025-03-05T13:24Z [----] followers, [----] engagements
"@sriranganek But will this directly impact markets"
X Link 2025-03-06T02:43Z [----] followers, [---] engagements
"India Semiconductor Mission- Next set of proposals to be cleared 🚀 Semiconductor hub in making and will directly impact EMS players 🔥🔥 🟩 Some of the companies who have submitted proposals include HCL and Foxconn JV Tarq Semiconductors and 2-3 other companies 🟩 [----] Crores is yet to be utilised from the total outlay of [-----] Crores and will be used for this set of companies. ISM [---] will be launched post ISM [--] funds are over. 🟩 The govt has cleared [--] proposals and [--] are chip assembly units by Tata Micron etc. They will bring a total investments of [---] L Crores and produce [--] Crores chips"
X Link 2025-03-06T03:12Z [----] followers, [----] engagements
"@rahuja671 Do we imports compressor"
X Link 2025-03-06T12:15Z [----] followers, [---] engagements
"@kunalb11 Multi language models which Indian govt wants to make would make it easier to access AI in their own native language and not help the purpose of learning English"
X Link 2025-03-06T13:22Z [----] followers, [--] engagements
"@Dutta_Souravd Interest rate cut or hike"
X Link 2025-03-07T04:04Z [----] followers, [---] engagements
"4L to 10L Crores is just a number. It will be achieved by exorbitant charges of the private hospitals which is out of reach for poor and middle class roughly 70% of the population. Govt health insurance of 5L for family falling in lower income category is too meagre amount. Any hospitalization in a good private hospital for [--] days costs 70k to 1L minimum. And a family of [--] can't survive on that insurance for the whole year. And this is current scenario [--] years down the line the prices would double if not 3x. Low cost pharmacy has also quality issues as has been pointed by many and can have"
X Link 2025-03-07T04:46Z [----] followers, [---] engagements
"Invest in wealth growing assets.💰💰 Invest in assets that grow your wealth such as equities commercial real estate and gold. FDs bonds and savings accounts are for preserving wealth and emergencies. Understanding the difference is crucial. #thinkbeyond https://www.instagram.com/p/DG8FA_dTU2C/igsh=MWRhcjJheXBwNXQyeg== https://www.instagram.com/p/DG8FA_dTU2C/igsh=MWRhcjJheXBwNXQyeg=="
X Link 2025-03-08T12:43Z [----] followers, [----] engagements
"@gurjota @zomato @Swiggy This would add to more nuisance for the restaurants and they would have the basic version in place half fried and keep adding spices in the other [--] levels. May be it affects health"
X Link 2025-03-08T15:00Z [----] followers, [---] engagements
"What would you choose and why 😀 [--]. You get a $1 Mn lumpsum amount paid upfront. [--]. You get the $1 Mn paid over [--] years. [--]. You get $500K lumpsum and remaining paid over [--] years"
X Link 2025-03-09T04:19Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing