#  @SunitXing Sunit | Stock market kid Sunit | Stock market kid posts on X about solar, stocks, business, stepn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::287892212/interactions)  - [--] Week [-----] -46% - [--] Month [------] +37% - [--] Months [-------] -15% - [--] Year [-------] -82% ### Mentions: [--] [#](/creator/twitter::287892212/posts_active)  - [--] Week [--] +150% - [--] Month [--] +450% - [--] Months [--] +50% - [--] Year [--] -84% ### Followers: [-----] [#](/creator/twitter::287892212/followers)  - [--] Week [-----] +0.03% - [--] Month [-----] +0.15% - [--] Months [-----] +3.20% - [--] Year [-----] +12% ### CreatorRank: [---------] [#](/creator/twitter::287892212/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 57.69% [premier league](/list/premier-league) 8.65% [stocks](/list/stocks) 2.88% [technology brands](/list/technology-brands) 2.88% [countries](/list/countries) 1.92% [cryptocurrencies](/list/cryptocurrencies) 1.92% [social networks](/list/social-networks) 1.92% [fashion brands](/list/fashion-brands) 0.96% [exchanges](/list/exchanges) 0.96% **Social topic influence** [solar](/topic/solar) #2335, [stocks](/topic/stocks) 10.58%, [business](/topic/business) 9.62%, [stepn](/topic/stepn) 8.65%, [level](/topic/level) 8.65%, [efc](/topic/efc) 8.65%, [growth](/topic/growth) 6.73%, [gst](/topic/gst) 6.73%, [space](/topic/space) 5.77%, [if you](/topic/if-you) 4.81% **Top accounts mentioned or mentioned by** [@ishmohit1](/creator/undefined) [@stepnofficial](/creator/undefined) [@ktrainusastepn](/creator/undefined) [@anirbanmanna10](/creator/undefined) [@vismaya9999](/creator/undefined) [@alchemist1320](/creator/undefined) [@874](/creator/undefined) [@morningstarvc](/creator/undefined) [@yawnrong](/creator/undefined) [@bnbethsolvax](/creator/undefined) [@nikhils59260562](/creator/undefined) [@fiherce](/creator/undefined) [@stepnofficial24](/creator/undefined) [@therichardxiii](/creator/undefined) [@stepnsuports](/creator/undefined) [@stepnofficial56](/creator/undefined) [@stepnupdate](/creator/undefined) [@fastepn](/creator/undefined) [@defitofficial](/creator/undefined) [@solana](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "🪙Portfolio Update: October '2025 (Mainboard 16% SME 84%) - [--]. *Oriana Power - 34.00% [--]. GSM Foils - 12.25% [--]. Viviana Power - 11.00% [--]. Quality Power - 10.25% - [--]. Felix Industries - 7.30% [--]. Akiko Global - 5.80% [--]. Aegis Vopak (MTF)- 4.95% [--]. Rajesh Power - 4.10% [--]. Alpex Solar - 3.25% - [--]. Creative Graphics - 2.30% [--]. Star Imaging - 2.00% [--]. Cosmic CRF - 1.50% [--]. Sunita Tools - 1.30% - *Regarding Oriana- I have taken a risk of overallocation. However my buying average is 35% less than the CMP. High liquidity (among SMEs) current valuation comfort product mix change mainboard migration-" [X Link](https://x.com/SunitXing/status/1985937795966202057) 2025-11-05T05:10Z [----] followers, 28.2K engagements "🍕Portfolio Update: December'25 (Mainboard 13% SME 87%) - 1Oriana Power - 38.80% 2GSM Foils - 15.35% 3Quality Power - 9.90% - [--]. Felix Industries - 8.77% [--]. Viviana Power - 7.50% [--]. Akiko Global - 6.90% [--]. Kalyani Cast- 4.05% - [--]. Cosmic CRF - 1.90% [--]. Tembo Global - 1.70% [--]. Sunita Tools - 1.50% [--]. Alpex Solar - 1.35% [--]. Apollo Micro- 1.05% - [--]. Nephrocare - 0.75% [--]. WaareeIndo- 0.40% - 🔸Took a 'risk' of overallocation in Oriana deliberately. Seems worth taking the 'risk' looking at its forward valuation. 🔹Want to add more Tembo Global next week. Sold Rajesh Power temporarily. Will" [X Link](https://x.com/anyuser/status/2007794813668631014) 2026-01-04T12:42Z [----] followers, 19.8K engagements "Don't ignore Aegis Vopak Terminal just seeing its crazy PE. This is probably the only MOATed business having 80% EBITDA margin. Massive debt reduction post IPO. Must read if you haven't. - (Dis: not invested yet. Closely tracking since its IPO). https://twitter.com/i/web/status/1957671391450276074 https://twitter.com/i/web/status/1957671391450276074" [X Link](https://x.com/SunitXing/status/1957671391450276074) 2025-08-19T05:10Z [----] followers, [----] engagements "📊 Portfolio Update: September '2025 (Mainboard 25% SME 75%) - [--]. Oriana Power - 17.00% [--]. Quality Power - 13.00% [--]. GSM Foils - 12.00% [--]. Viviana Power - 11.50% - [--]. Felix Industries - 7.80% [--]. Transrail Lightings (MTF)- 7.10% [--]. Akiko Global - 5.40% [--]. Aegis Vopak (MTF)- 4.90% [--]. Rajesh Power - 3.90% [--]. Desco Infratech - 3.35% [--]. Alpex Solar - 3.15% - [--]. Parth Electrical - 2.40% [--]. Creative Graphics - 2.30% [--]. Star Imaging - 1.80% [--]. Telge Projects - 1.75% [--]. Cosmic CRF - 1.55% [--]. Sunita Tools - 1.50% - *Have tracking positions in Tembo Global and Aarvee Denims (will increase)." [X Link](https://x.com/SunitXing/status/1975129480130670754) 2025-10-06T09:22Z [----] followers, 19.9K engagements "📊 Portfolio Update: January'2026 (Mainboard 12% SME 88%) - [--] Oriana Power - 35.30% (avg.2225) [--] GSM Foils - 16.35% (79) [--] Felix Industries - 10.50% (185) - [--]. Quality Power - 9.90% (596) [--]. Viviana Power - 7.80% (420) [--]. Cosmic CRF - 7.70% (1150) [--]. Akiko Global - 5.84% (117) [--]. Aimtron Electronics- 3.00% (727) [--]. Parth Electricals-1.60% (198) [--]. Tembo Global - 1.10% (579) - 🌱Have tracking positions in- Apollo Microsystems WaareeIndo and Varvee Global. 👀If I had cash in hand I would have bought/added these at CMP- RNFI Rajesh Power WaareeIndo Kalyani Cast-tech Tembo SJ logistics Alpex" [X Link](https://x.com/anyuser/status/2018728460663792037) 2026-02-03T16:49Z [----] followers, [----] engagements "One must endure the pain of a harsh fall to truly enjoy this kind of upmove🙏🏻" [X Link](https://x.com/SunitXing/status/2018581968880050283) 2026-02-03T07:06Z [----] followers, [----] engagements "Encouraging stats 👍🏻 Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells an interesting story: Large caps: +8.7% Midcaps: +17.8% Small caps: +39.9% Our ground checks across steel cement auto anc OEMs pipe Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells an interesting story: Large caps: +8.7% Midcaps: +17.8% Small caps: +39.9% Our ground checks across steel cement auto anc OEMs pipe" [X Link](https://x.com/SunitXing/status/2018787139388101104) 2026-02-03T20:42Z [----] followers, [---] engagements "Power T&D Defence Railways- stayed in focus this year too. Not surprised though as these capex take a long time to implement. - Power sector is dancing to the tune of China's solar cell export policy. Thus derated badly. Defence sector is already in focus for last few years quite overvalued. Railways too kind of priced in. - T&D has become a bottleneck for the power sector. Plus the valuations are very attractive. Businesses in this sector should do well. Budget is actually pretty decent if you read the main document & analyse sector/scheme wise spends They are able to do this much while" [X Link](https://x.com/SunitXing/status/2017906208603086883) 2026-02-01T10:21Z [----] followers, [----] engagements ""Quality" 🙏🏻 Quality Power Q3 FY26 Results And Investor PPT Blockbuster Set 🔥 Hits Out of the Park 🤩 Continues to Deliver Robust Growth Rev : 79.7➡284.3 (257%) EBITDA : 24.6➡79.3 Cr PAT : 19.6➡62.8 Cr (221%) EBITDA Margin : 27.9% PAT Margin : 22.1% Orderbook : 775➡895 Crores https://t.co/i6HvJccaSu Quality Power Q3 FY26 Results And Investor PPT Blockbuster Set 🔥 Hits Out of the Park 🤩 Continues to Deliver Robust Growth Rev : 79.7➡284.3 (257%) EBITDA : 24.6➡79.3 Cr PAT : 19.6➡62.8 Cr (221%) EBITDA Margin : 27.9% PAT Margin : 22.1% Orderbook : 775➡895 Crores https://t.co/i6HvJccaSu" [X Link](https://x.com/SunitXing/status/2019161406566736284) 2026-02-04T21:29Z [----] followers, [----] engagements "RT @ishmohit1: Thus Making money in US has been far easier vs India.it shouldnt be this easy given how good the us markets were. Thi" [X Link](https://x.com/SunitXing/status/2015306868554416337) 2026-01-25T06:12Z [----] followers, [--] engagements "PF is 8.8% up today. This is the biggest ever gain for me and I am sure I won't be able to break this in future as well. - *Not bragging🙏🏻" [X Link](https://x.com/SunitXing/status/2018629767776374836) 2026-02-03T10:16Z [----] followers, [----] engagements "Sometimes the "falling knife" eventually becomes a "flying knife" and people get afraid to catch it in both the scenarios 😬" [X Link](https://x.com/SunitXing/status/2019327639367155834) 2026-02-05T08:30Z [----] followers, [---] engagements "Thoughts on Rainbow 🌈👟 system: Quantity vs value- having 100% allocation for general shoes U might earn more GMT but what about the GMT price Right now U earn a lot of GST- why aren't U happy about it A user needs to burn [--] sneakers to get a chance of getting 🌈 Sneaker 🧵👇" [X Link](https://x.com/anyuser/status/1557101018680279041) 2022-08-09T20:26Z [----] followers, [--] engagements "The @Morningstar_vc host asked @yawn_rong about possiblity of partnership of #STEPN with top shoes brands like Adidas Nike and Yawn's answer was "I don't want to leak too much alpha but people will see something like this in this quarter"🤫 @bnBeth_solvax @ktrainUSA_STEPN" [X Link](https://x.com/anyuser/status/1558036676131180544) 2022-08-12T10:24Z [----] followers, [--] engagements "Look what I got from today's level [--] mystery box 😍 #STEPN #STEPNfan #Move2Earn #solana #GMT #GST @Stepnofficial" [X Link](https://x.com/anyuser/status/1559293274753474560) 2022-08-15T21:37Z [----] followers, [--] engagements "There were (are) many opportunities to make money in #STEPN- 📈Trading in #GMT 👟Buying Shoe when it was dead low. 💎Buying Level 2-3 Gem when it was dead low. 😶#GST isn't the only way to make ROI. ⚡I missed many opportunities too but here r my shoes and gems buy [--] weeks back-" [X Link](https://x.com/anyuser/status/1559641242975223818) 2022-08-16T20:40Z [----] followers, [--] engagements "Dear #STEPN friends let's report these scammer accounts- [--]. @NikhilS59260562 [--]. @fiherce [--]. @Stepnofficial24 [--]. @TheRichardXIII [--]. @stepnsuports [--]. @Stepnofficial56 [--]. @StepN_update [--]. @FaSTEPN ⚠Let's keep our community safe from these frauds 🤝" [X Link](https://x.com/anyuser/status/1560998715157934082) 2022-08-20T14:34Z [----] followers, [--] engagements "Dear #STEPN friends this chart shows why you should keep your account password at least [--] character long and use uppercase+lowercase+number +special character. (Also 2FA is a must) ⚠Stay safe from scammers hackers. #STEPNverse #GMT #GST #SOL" [X Link](https://x.com/anyuser/status/1561412195438714883) 2022-08-21T17:57Z [----] followers, [---] engagements "My last [--] days Level [--] mystery boxes opening results. #STEPN #STEPNEMBER #GST #GMT #Move2Earn #SolanaNFT @Stepnofficial" [X Link](https://x.com/anyuser/status/1563538638931038214) 2022-08-27T14:47Z [----] followers, [--] engagements "Sold a trainer and bought [--] common with that #SOL. I'm finally having [--] 👟 Yay 🥳. 🤔If I use 125% energy in a day wouldn't I get level [--] MB I have luck [--]. #STEPNstats #STEPN #GMT #GST" [X Link](https://x.com/anyuser/status/1564036526333362177) 2022-08-28T23:45Z [----] followers, [--] engagements "Last [--] days Level [--] mystery boxes opening results.😶 #STEPNstats #STEPNEMBER #GST #GMT #Move2Earn #SolanaNFT @Stepnofficial" [X Link](https://x.com/anyuser/status/1566649609845460992) 2022-09-05T04:49Z [----] followers, [--] engagements "Very excited to use #DEFIT along with #STEPN. Let's see how it goes😁. Gonna get club membership soon. #Move2Earn" [X Link](https://x.com/anyuser/status/1586430455913492481) 2022-10-29T18:51Z [----] followers, [--] engagements "My first run being a Club Member of @DEFITofficial #defit #Move2Earn #M2E" [X Link](https://x.com/anyuser/status/1587179796546682880) 2022-10-31T20:28Z [----] followers, [--] engagements "Why I use #DEFIT I run/walk daily about 1hr. Then Y not use #STEPN & #DEFIT both DEFIT is not listed coin yet that's Y it is less volatile isolated from market hypes. #Move2Earn has a sea of potential. DEFIT is doing great. It can hv it's place with't competing with STEPN" [X Link](https://x.com/anyuser/status/1588862950764576768) 2022-11-05T11:57Z [----] followers, [--] engagements "@ktrainUSA_STEPN @solana @phantom Staked SOL in Binance for 7.99%" [X Link](https://x.com/SunitXing/status/1626621772295548928) 2023-02-17T16:37Z [----] followers, [--] engagements "@Saudi_Gazette Wow this is the first time I am seeing HH MBS in such outfit 😄" [X Link](https://x.com/SunitXing/status/1672307984494370835) 2023-06-23T18:17Z [----] followers, [----] engagements "@maveinlux That's a burning reply but knowing his thick skin l am sure he will tweet this same thing again in a month" [X Link](https://x.com/anyuser/status/1693351608686346334) 2023-08-20T19:57Z [----] followers, [----] engagements "@bushra_siddiki @AdityaRajKaul @smritiirani @nirupamakotru @KSAembassyIND Living in KSA I can confirm Saudi citizen are proud of HH MBS. They wholeheartedly welcomed the progressive steps he has taken last many years" [X Link](https://x.com/anyuser/status/1744645782051930319) 2024-01-09T09:02Z [----] followers, [----] engagements "@metrorailwaykol That looks like some kind of huge Vegetables cold storage with ventilation on the top of it" [X Link](https://x.com/anyuser/status/1756401281306886614) 2024-02-10T19:34Z [----] followers, [----] engagements "@mr_mayank @mrsinha What "truth"" [X Link](https://x.com/anyuser/status/1759963416276381783) 2024-02-20T15:29Z [----] followers, [----] engagements "If any of your friends learning how to start investing in stock market share this life changing YT playlist with him/her: .@soicfinance has changed thousands of lives by helping us with our financial journeys. Thank you brother 🙏 @ishmohit1 https://youtube.com/playlistlist=PLRjY9yywmkT1T4gzSrKfCMi1H5hrI_H0W&si=S1l_DRVcaSxyzWmm https://youtube.com/playlistlist=PLRjY9yywmkT1T4gzSrKfCMi1H5hrI_H0W&si=S1l_DRVcaSxyzWmm" [X Link](https://x.com/anyuser/status/1775118623276745179) 2024-04-02T11:10Z [----] followers, [----] engagements "@CNBCTV18News @Santia_Gora .@CMOMaharashtra @HMOIndia @DefenceMinIndia please take action. Don't let the family of our bravehearts suffer . They have suffered enough" [X Link](https://x.com/anyuser/status/1778856365567496550) 2024-04-12T18:43Z [----] followers, [----] engagements "KP Green Engineering - 300% topline and bottomline growth 🔥 #kpgel #kpgreen #stockmarkets #SME" [X Link](https://x.com/SunitXing/status/1781250878734791096) 2024-04-19T09:17Z [----] followers, 14.7K engagements "KP Green Engineering will continue UC for next many days 🔥. Lucky to get in at [---] range. Huge future potential. Next Bondada. #KPGEL #SME" [X Link](https://x.com/SunitXing/status/1782287598968295571) 2024-04-22T05:57Z [----] followers, 23.2K engagements "🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted (Waaree+RRP 4SE) 6% Skipper 5.8% Shilchar 5.2% Neuland 4% TinnaRubber 4% ShaktiPump 3.25% E2E 3.2% TechnoE 2% BankaBio 0.5% EMS 0.5% End of March'24 PF Update: WaareeRtl 22% Praveg 14% VBL 6% Waaree Energies 6% (unlisted) Skipper 6% Neuland 5.5% Mish 5% Gravita 4.5% Shilchar 4% VOEPL 4% RACL 4% Tinna 3.8% NH 3.7% SWSolar 3% Moldtek 2.9% Armanfin 2.3% Kamathotel 1.6% Bankabio 0.9% RIR 0.9% End of March'24 PF Update: WaareeRtl 22% Praveg 14% VBL 6% Waaree Energies 6% (unlisted) Skipper 6% Neuland 5.5%" [X Link](https://x.com/anyuser/status/1786384521744581087) 2024-05-03T13:17Z [----] followers, 32.3K engagements "#KPIGreen these aren't small hands 👀" [X Link](https://x.com/anyuser/status/1787396606397927929) 2024-05-06T08:18Z [----] followers, [----] engagements "😑Hard to digest. #Waaree management guided for 450cr Q4 topline but achieved 55% of it. Big lesson for me for keeping the highest allocation. ☘+Ve: 2.3GW unexecuted order book 📢Concall will be interesting to listen" [X Link](https://x.com/anyuser/status/1788995800187703456) 2024-05-10T18:13Z [----] followers, 25.7K engagements "My stock picking dilemmas- I like #Skipper: but is has tiny margin #Gravita: but Red Sea crisis eating up cost commodity products #Pakka: No moat scale up questionable #Neuland: great future but headwind now #Arman fin: sector tailwind #Voepl: great sector but fully valued" [X Link](https://x.com/anyuser/status/1791747574862352579) 2024-05-18T08:28Z [----] followers, 27.8K engagements "#Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆" [X Link](https://x.com/anyuser/status/1791801239581200476) 2024-05-18T12:01Z [----] followers, 15.5K engagements "#Waaree Renewables: 🏷 Quick valuation calculation of FY25 PE (if) following FY24 trends and optimistic concall guidance. ⚠Points to note: *PAT margin likely to go lower than FY24. *Execution could go south like what happened in Q4. (Disclosure: holding 30% of PF) #stockmarket" [X Link](https://x.com/anyuser/status/1792929006033015295) 2024-05-21T14:42Z [----] followers, 23.4K engagements "@surya_prakash10 @dmuthuk Read-" [X Link](https://x.com/anyuser/status/1794706241463456072) 2024-05-26T12:24Z [----] followers, 12.9K engagements "#Waaree Renewable has got another project worth 65cr. Good news 😀 (Dis: Invested 30% of PF) #Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆 https://t.co/lynUjd08xq #Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆 https://t.co/lynUjd08xq" [X Link](https://x.com/anyuser/status/1796476040455561511) 2024-05-31T09:37Z [----] followers, [----] engagements "🪙Portfolio May'24 update: [--]. #WaareeRtl 27% [--]. KPGEL [--] [--]. RRP 4SE 10% (unlisted) [--]. #Praveg [---] [--]. SWSolar [---] [--]. INA [---] [--]. TinnaRubber [---] [--]. #Waaree Energies 4.1(unlist) [--]. ShaktiPump [---] [--]. Kontor [---] [--]. TechnoE [---] [--]. E2E [---] [--]. EMS [---] [--]. EFC [---] [--]. #Shilchar [---] 🤞 🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted (Waaree+RRP 4SE) 6% Skipper 5.8% Shilchar 5.2% Neuland 4% TinnaRubber 4% ShaktiPump 3.25% E2E 3.2% TechnoE 2% BankaBio 0.5% EMS 0.5% 🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted" [X Link](https://x.com/SunitXing/status/1796779398097473551) 2024-06-01T05:42Z [----] followers, 90.3K engagements "🔻Reduced th position in #Waaree RTL last week. 🤝Bought #Gensol Engineering today. 👀 Waiting for an entry- All E Tech #Kotyark AwFis ➕ Will be adding more to existing position- E2E Tinna Rubber RRP 4SE (unlisted) EMS Ltd Praveg Shakti Pump Shilchar" [X Link](https://x.com/anyuser/status/1803740186347778534) 2024-06-20T10:42Z [----] followers, [----] engagements "@rajendray Advait Infratech All E Tech Waaree Technologies Supreme power Krishca Viviana SJ Logistics" [X Link](https://x.com/anyuser/status/1806275643929223494) 2024-06-27T10:37Z [----] followers, [----] engagements "#Gensol Good sign of a possible up move 😃 I have high hope. Market is giving bullish on BESS and Gensol has [----] cr of pending order with [----] market cap. ☀My buying of #Gensol Engineering is very late but I see a huge potential ahead from here as well. 💡Management guidance is extremely positive: *2X Topline FY25- 2000cr *EBITDA - 600cr *PAT- 120cr *FY25 PE- [--] (not including the equity dilution) 👀At a CNBC interview management https://t.co/MPpMcCFy1B ☀My buying of #Gensol Engineering is very late but I see a huge potential ahead from here as well. 💡Management guidance is extremely" [X Link](https://x.com/anyuser/status/1806580492264706224) 2024-06-28T06:48Z [----] followers, [----] engagements "#EFC Ltd. Two bulk deal today. A buy and a sell. (Dis: invested with high expectation). #EFC Ltd. looks great on Weekly chart. ---- 🏣 Overall looking at it's demand the co-working space sector should do well. 📖 Study this business (useful information in the thread) along with [--] more listed players from the same sector- #AwFis and #Kontor space. (Holding both https://t.co/Z6T2jlvt1a #EFC Ltd. looks great on Weekly chart. ---- 🏣 Overall looking at it's demand the co-working space sector should do well. 📖 Study this business (useful information in the thread) along with [--] more listed players" [X Link](https://x.com/SunitXing/status/1807809869996601628) 2024-07-01T16:13Z [----] followers, 10.4K engagements "🌾Nirman Agri Genetics- a potential multibagger available at a low valuation. *MCap: 178cr *Stock PE: [----] *Last [--] years sales growth: 150% *Last [--] years profit growth: 100% *Debt: negligible *Promoter's holding: 66% 👍Guidance: [--]. Explosive growth of 250% for FY25 [--]. Advanced order book 120cr for Rabi season (notably whole FY24 sales was 63cr). 🤝Quick thesis: the PE is at [--] only by doubling it's PAT the PE drops to [---] (not even considering 250% guidance). It's a no brainer multibagger. ⚗Business: *Company is producing high yield high quality genetically modified seeds with it's strong" [X Link](https://x.com/anyuser/status/1808037971439804750) 2024-07-02T07:20Z [----] followers, 26K engagements "🪙 Portfolio update June'2024 [--]. #WaareeRtl 17% [--]. KP Green Engineering 17% [--]. #Praveg 8.2% [--]. Insolation 8.1% [--]. #SWSolar 7.7% [--]. RRP 4SE 7.3% (unlisted) [--]. Tinna Rubber 6.8% [--]. #ShaktiPump 5.65% [--]. Nirman Agri 5.25% [--]. Waaree Energies 3.8% (unlisted) [--]. EMS 3.6% [--]. Kontor Space 3.3% [--]. EFC Ltd 3.15% [--]. E2E 2.5% [--]. TechnoE 1.9% [--]. #Shilchar 0.9% [--]. Gensol 0.8% [--]. Banka Bioloo 0.5% 📍I will keep buying more Gensol TechnoE E2E EFC Ltd and Banka. So the percentage of allocation for all of these will go beyond 4% each and the top holdings % will reduce as a result. Waiting to buy" [X Link](https://x.com/SunitXing/status/1808513010584911882) 2024-07-03T14:47Z [----] followers, 177K engagements "🏢#EFC Ltd: Undervalued Stock in a high growth sector. Let me explain with elementary math- EFC's co-working segment's seat capacity target by FY25 is 65000+. Out of that 50000-55000 target in H1 and [-----] seats by the end of H2. --- FY24 Occupancy rate was 90% New capacity gets occupied 80-85% in first [--] months. With the existing capacity we can assume 85% average occupancy in H1. Average revenue per seat is Rs6250/month So H1 revenue from this segment of business= (5000085%)62506 =159cr H2 revenue= (6500085%)62506= 207cr FY25 revenue from this business alone= 366cr --- Interior design and" [X Link](https://x.com/anyuser/status/1810186875685999088) 2024-07-08T05:39Z [----] followers, 12.2K engagements "☀KP Green Engineering Ltd. has collaborated with Nextracker for the solar trackers. #KPGEL Big news for KP Green Engineering Ltd. #KPGEL https://t.co/ztZt2L5p5Z Big news for KP Green Engineering Ltd. #KPGEL https://t.co/ztZt2L5p5Z" [X Link](https://x.com/SunitXing/status/1810664217747615962) 2024-07-09T13:16Z [----] followers, 52.7K engagements "#SME IPO mania 🤦Recent IPO of #Macobs Technologies Ltd. subscribed by 183x. - Well here is their product's reality in one picture. Just a brand logo change on a Chinese product selling 7-10$ in AliExpress. - The question is are we aware of this reality before applying for the IPO - Nothing against the 'entrepreneurs' but telling untrue tales in the interview about "R&D Hardwork building from scratch etc." don't do well in the long term. Although the product page says "Made in PRC". - The strategy here is- create an unique tagline such as "below the belt grooming" hire Instagram influencers" [X Link](https://x.com/SunitXing/status/1814590917346476478) 2024-07-20T09:19Z [----] followers, 115K engagements "🗼KP Green Engineering gone out of the limelight. Now available at a good forward valuation. For reminder- if you are bullish on K.P. Energy #KPIGreen Energy #Bondada #Konstelec and overall energy theme #KPGEL is the best proxy to look at. - Months back KPGEL got an order worth more than FY24 topline. It has to be completed this FY. - Company is doing [--] capacity expansion part of which is getting live soon. - 30-50% business come from the group companies. Here is the (past) projects and clients list to give the big picture of their capabilities- (Dis: invested biased) ☀KP Green Engineering" [X Link](https://x.com/SunitXing/status/1818924231201022348) 2024-08-01T08:18Z [----] followers, 54.4K engagements "💼 Portfolio update July'2024 - [--]. KP Green Engineering 13.2% [--]. Insolation Energy 7.6% [--]. #ShaktiPump 7.1% [--]. SJ Logistics 7.0% [--]. #Praveg Ltd 7.0% [--]. #WaareeRTL 6.7% [--]. Tinna Rubber 6.4% [--]. Nirman Agri Genetics 5.40% [--]. Kontor Space 4.35% [--]. EMS Ltd 4.2% [--]. #SWSolar 4.0% [--]. Kernex Microsystems 4.0% [--]. EFC Ltd 4.0% [--]. E2E Networks 3.0% [--]. Techno Electric 3.0% [--]. Zen Technologies 2.5% [--]. #Shilchar Technologies 1.5% [--]. Banka Bioloo 1.0% [--]. Gensol Engineering 0.7% [--]. Tejas Networks 0.1% - 💵 Cash Position: 7.8% - Waiting for deployment of the cash position on one/two of these stocks" [X Link](https://x.com/SunitXing/status/1819666149908373730) 2024-08-03T09:26Z [----] followers, 185.6K engagements "☀#Gensol Engineering Ltd. 📊Very good Q1 - YOY very strong numbers. QOQ drop due to seasonal effect which is visible in Waaree and SWSolar as well. - Big asset growth in EV leasing business rev grew as well. However it is still making losses. Finance cost has increased as expected. PE is reduced to [--] from [--] - Huge orderbook of over 5k cr pending from Solar EPC and BESS - (Disclosure: holding only a tracking position) #Gensol Good sign of a possible up move 😃 I have high hope. Market is giving bullish on BESS and Gensol has [----] cr of pending order with [----] market cap." [X Link](https://x.com/anyuser/status/1823039001529598242) 2024-08-12T16:49Z [----] followers, 11K engagements "💊GSM Foils Ltd. last [--] months total sales 30crores. Notably whole FY24 topline was 27cr. - When a company provides monthly sales updates the stock price often adjusts to reflect the new information before the official financial results are even announced. - Lucky timing I bought [--] lot today at UC. I was hesitant to buy because of lack of information. However financial numbers and borrowed conviction helped 🙏" [X Link](https://x.com/anyuser/status/1824414819690131525) 2024-08-16T11:56Z [----] followers, 29.6K engagements "@equialpha Hindustan Unilever and HDFC Bank for sure" [X Link](https://x.com/anyuser/status/1824726723298021743) 2024-08-17T08:35Z [----] followers, 12.6K engagements "#AngelOne accumulation happening at the current level. Could see a turnaround. Today's upmove broke the 50DMA. It's a good business for long-term investment. - Those who missed CDSL CAMS KFintech MCX - this could be a good one to consider (studying). - (Dis: tracking only)" [X Link](https://x.com/SunitXing/status/1825517891812249841) 2024-08-19T12:59Z [----] followers, [----] engagements "🛠KP Green Engineering #KPGEL stock price has corrected by 30% from the top. CMP [---] PE [--] PEG [----] - Is it available at a decent valuation❓ What could be the valuation outlook in FY25❓ - Let's discuss in layman way.a🧵" [X Link](https://x.com/SunitXing/status/1826286188489244845) 2024-08-21T15:52Z [----] followers, 58K engagements "🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a vendor of Govt. PSU execution and invoicing delays are so normal in such businesses. - For those who haven't watched the management interview yet- (🎥Credit @NDTVProfit) 📊#Kernex the daily/weekly volumes speak what's coming Keep eyeing.👀 - (Dis: invested with big expectations) https://t.co/K5ti9Q3BcT 📊#Kernex the daily/weekly volumes speak what's coming Keep eyeing.👀 - (Dis: invested with big expectations) https://t.co/K5ti9Q3BcT" [X Link](https://x.com/anyuser/status/1826657715458023552) 2024-08-22T16:28Z [----] followers, [----] engagements "📊Director of #Kernex is buying shares from open market. *Mr. Janardhana has bought [-----] shares @874 worth [-----] lakhs. - (Dis: invested) 🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a vendor of Govt. PSU execution and invoicing delays are so normal in such businesses. - For those who haven't watched https://t.co/N94HvycCx0 🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a" [X Link](https://x.com/SunitXing/status/1827295255147782190) 2024-08-24T10:41Z [----] followers, [----] engagements "☀April -June [----] market share data of Solar Module manufacturers in India. *🫡#Waaree @waareegroup is no.1 *#Adani at no. [--] *Premier Energies(IPO coming) at no.8 *Vikram Solar at no. [--] *#Insolation Energy at no. [--] - Credit: JMK Research" [X Link](https://x.com/anyuser/status/1827317827625247082) 2024-08-24T12:11Z [----] followers, 13.4K engagements "Sometimes I see many people ask around where to find stock names to study. I want to share my sources for the stocks I currently hold. This tweet is also to pay my sincere gratitude to those people mentioned below 🙏 #Praveg Ltd - invested last year after watching YouTube video from @ValueEducator. Also I learnt about Tinna Rubber watching his YT video. Shakti Pump- tracking since last [--] years and bought [--] months back. I learnt from YouTube video by @amitabhvatsya #E2E Networks- first saw the name from a tweet of @Finstor85. Read it after that and took position. Also he encouraged me to read" [X Link](https://x.com/anyuser/status/1828373875496775698) 2024-08-27T10:07Z [----] followers, 34K engagements "💼 Portfolio Update August '24 - [--]. Cosmic CRF 8.9% [--]. #Insolation Energy 8.2% [--]. #Praveg Ltd 7.4% [--]. #Oriana Power 7.05% [--]. GSM Foils 6.7% [--]. SJ Logistics 6.5% [--]. Kernex Microsystems 6.45% [--]. Shakti Pump 6.3% [--]. #WaareeRTL 6.2% [--]. Nirman Agri Genetics 5.85% [--]. Tinna Rubber & Infra 5.7% [--]. Kontor Space 4.82% [--]. EMS Ltd 4.05% [--]. #E2E Networks 3.86% [--]. Waaree Technologies 3.45% [--]. #Websol Energy 3.2% [--]. Techno Electric 2.6% [--]. Zen Technologies 2.6% - Very small position/closely tracking to invest: Tejas Networks Loyal Equipments SWSolar EFC Ltd. Premier Roadlines Blue Pebble DigiKore" [X Link](https://x.com/SunitXing/status/1830186584416645454) 2024-09-01T10:10Z [----] followers, 114.3K engagements "Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications-" [X Link](https://x.com/SunitXing/status/1830534187067040124) 2024-09-02T09:12Z [----] followers, 11.6K engagements "🙏My investment via Zerodha Demat (which I have been using since May'2021) has given a XIRR return of 63.16% - Very simple calculation. Incase you don't know yet here's how I calculated it🧵- First you need to open a 'Google sheet' and Zerodha console (dashboard) 1/n" [X Link](https://x.com/anyuser/status/1830667503405834545) 2024-09-02T18:01Z [----] followers, 14.9K engagements "Finally #Waaree Technologies has found it's bottom I assume. Big volume today.🙏 Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications- https://t.co/aBycT8boKC Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications- https://t.co/aBycT8boKC" [X Link](https://x.com/SunitXing/status/1831293369743503424) 2024-09-04T11:28Z [----] followers, [----] engagements "Sudheep ji you could be right at your analysis. But what surprises me is the seer confidence and audacity of yours calling an entrepreneur "fraud" - They put lot of blood and sweat sacrifice big part of their lives wealth health to build a business. And people like you (or me) whose job is to click on either 'buy' or 'sell' should be more reasonable before giving such allegation. - Surely if you have evidence to back your claim you are welcome to be judgemental. Based on empty words I can call you a fraud too but surely that isn't evidence based right Best wishes 🤞" [X Link](https://x.com/SunitXing/status/1834535322924830893) 2024-09-13T10:11Z [----] followers, 11.5K engagements "#Nirman Agri Genetics - investors meeting on 24th of September. There have been a lot of doubts raised about the business on social media. Hope the management will clear those things. - Dis: invested (lost some confidence but waiting to hear from the other side) 🌾#Nirman Agri Genetics- what an amazing Q1. Wow YOY topline growth 350% YOY PAT growth 171% QOQ topline grew 146% QOQ PAT grew 51% - Company is adding more workforce Depreciation is low due to asset light business model. - (Disclaimer: invested from a lower https://t.co/bUcNavDKUO 🌾#Nirman Agri Genetics- what an amazing Q1. Wow YOY" [X Link](https://x.com/anyuser/status/1836733921829986315) 2024-09-19T11:47Z [----] followers, 17.8K engagements "🌾Nirman Agri Genetics- zoom meeting was a big confidence booster. Thank you @NirmanAgri. Here are few random notes from the meeting 👇 - Nirman is currently having [---] acres of leased land for seed production. Company is aiming for [----] acres of land next year. And 3X the production capacity. Current order book is about 120cr of Ravi season. Company is very confident in achieving 250% of last years sales growth (around 200cr) in FY25. And 2X of that in FY26. - 🌽Nirman is going to launch a all-in-one place scheme called "Khusi Dham" where farmers can avail Seeds Fertilizers Pesticides" [X Link](https://x.com/SunitXing/status/1838539816876564840) 2024-09-24T11:23Z [----] followers, 25K engagements "Got some Screener notification last few days you might find interesting- #Exicom is below [---] DMA #Aimtron is below [---] National Plastic below [---] DMA Bajel Project is below [---] DMA Data Pattern is below [---] DMA Shakti Pump is below [--] DMA Oriental Rail is below [---] DMA - 😉 BCG is below [----] DMA" [X Link](https://x.com/anyuser/status/1838807031748178031) 2024-09-25T05:05Z [----] followers, 19.3K engagements "💰Portfolio Update September'24 - [--]. Nirman Agri Genetics 9.05% [--]. #Insolation Energy 7.40% [--]. Waaree Renewables 7.20% [--]. #Oriana Power 6.90% [--]. #Waaree Technologies 6.85% [--]. Cosmic CRF 6.80% [--]. GSM Foils 6.60% [--]. SJ Logistics 6.20% [--]. Praveg Ltd 5.90% [--]. Shakti Pump 5.90% [--]. Kernex Infosystem 5.85% [--]. Tinna Rubber & Infra 4.60% [--]. #E2E Networks 4.20% [--]. Kontor Space 4.00% [--]. #Websol Energy 3.90% [--]. EMS Ltd 3.15% [--]. Digikore 1.75% [--]. Techno Electric 1.60% [--]. Nibe 1.00% [--]. Zen Technologies 0.80% [--]. EFC Ltd 0.50% - 🪙 Very small position/closely tracking to invest: Tejas Networks" [X Link](https://x.com/SunitXing/status/1841500793721024931) 2024-10-02T15:29Z [----] followers, 73.7K engagements "I never understood the logic of chart patterns in SME stocks. For example Cosmic CRF has only about [----] shareholders. A single business event can easily push the stock to either LC or UC. So where does the significance of chart patterns come into play with such stocks - The very purpose of chart patterns is to reflect the average investor sentiment towards a companys current value among a large number of shareholders. When the number of shareholders is so low the chart patterns are bound to be misleading. - My humble suggestion- please don't give much emphasis on chart pattern in SMEs🙏" [X Link](https://x.com/anyuser/status/1841530472536445197) 2024-10-02T17:27Z [----] followers, [----] engagements "🚆#Cosmic CRF at 'no brainer pick' level. - (Dis: Invested biased pro max)" [X Link](https://x.com/SunitXing/status/1850792178085237198) 2024-10-28T06:50Z [----] followers, [----] engagements "I am so 'Waareed'. Have so much trust in their ability honesty integrity🙏" [X Link](https://x.com/anyuser/status/1851873801950093521) 2024-10-31T06:28Z [----] followers, 18.8K engagements "🪔Added #SJLogistics and #Websol Energy to my existing holdings. Sold part of #Praveg to arrange funds. - What did you buy today" [X Link](https://x.com/anyuser/status/1852343963811742146) 2024-11-01T13:36Z [----] followers, [----] engagements "💰Portfolio Update October'24 - [--]. Cosmic CRF 11.60% [--]. SJ Logistics 9.10% [--]. Nirman Agri Genetics 8.50% [--]. #Insolation Energy 7.80% [--]. #Oriana Power 7.0% [--]. GSM Foils 6.65% [--]. #Websol Energy 6.42% [--]. Waaree Technologies 6.10% [--]. #E2E Networks 5.90% [--]. Waaree Renewables 5.75% [--]. Kernex Microsystems 5.70% [--]. Shakti Pumps 5.55% [--]. Kontor Space 3.90% [--]. EMS Ltd 3.25% [--]. EFC Ltd 2.40% [--]. Praveg Ltd 1.85% [--]. #Waaree Energies 1.0% [--]. Zen Technologies 0.80% [--]. Nibe Ltd 0.70% [--]. Loyal Equipments 0.50% - 👀 Closely tracking and wish to invest: KP Green Engineering Premier Roadlines" [X Link](https://x.com/SunitXing/status/1852613693252526162) 2024-11-02T07:28Z [----] followers, 65.2K engagements "📊 Portfolio Update November [----] - [--]. Cosmic CRF - 15.00% [--]. #Oriana Power - 13.00% [--]. SJ Logistics - 9.50% [--]. Nirman Agri Genetics - 9.00% [--]. Insolation Energy - 8.10% [--]. #Kernex Microsystems- 8.00% [--]. GSM Foils - 7.70% [--]. #E2E Networks - 5.70% [--]. Shakti Pump - 5.65% [--]. #Websol Energy - 5.60% - [--]. EMS Ltd - 3.34% [--]. #Waaree Technologies - 2.50% [--]. EFC Ltd - 2.35% - [--]. Waaree Renewables - 1.50% [--]. Loyal Equipments - 1.10% [--]. Zen Technologies - 0.80% [--]. Nibe Ltd - 0.50% - 💰Cash only 0.5% - Tracking these stocks to add- *Sunita Tools *Picturepost Studio *KPGEL - ❗Disclaimer: my" [X Link](https://x.com/SunitXing/status/1863644034872328652) 2024-12-02T17:58Z [----] followers, 53.3K engagements "*Oriana's topline conservative target is 1000cr+. *Keeping the H1 margin PAT would be 136cr. *Forward PE at CMP- [--] (if no positive surprises). - At CMP if you go wrong your downside is limited. If you get it right you get 60%-100% gain after H2 results. - (Dis: added more #Oriana today biased max pro)" [X Link](https://x.com/anyuser/status/1864644269136339445) 2024-12-05T12:13Z [----] followers, [----] engagements "Eternal dilemma" [X Link](https://x.com/anyuser/status/1872576705875087617) 2024-12-27T09:34Z [----] followers, [----] engagements "Few mainboard stocks where Q3 Q4 could be big- Praveg Ltd. PN Gadgil. EFC Ltd. Samhi Hotels. SMEs at good level- RBM Infra. Premier Roadlines. Kotyark. (Dis: not invested in any of these except for EFC)" [X Link](https://x.com/anyuser/status/1874512959004901420) 2025-01-01T17:48Z [----] followers, 21.5K engagements "📊Portfolio Update for December'24: - [--]. #Oriana Power - 12.00% [--]. Cosmic CRF - 11.60% [--]. #Kernex Microsystems- 9.85% [--]. #Websol Energy - 8.70% [--]. GSM Foils - 8.55% [--]. Nirman Agri Genetics - 8.55% [--]. SJ Logistics - 8.50% [--]. Shakti Pump - 7.50% [--]. Sonu Infratech - 6.64% [--]. E2E Networks - 3.75% [--]. #Insolation Energy - 3.25% - [--]. Kalyani Cast- 2.20% [--]. EFC Ltd - 2.10% [--]. Aarvee Denims- 2.10% [--]. Picturepost Studios- 1.90% - 🤏Tracking position: [--]. Zen Technologies - 1.00% [--]. Loyal Equipments - 0.50% - 💰Cash position: 1.75% - 👀Looking forward to investing in: Sunita Tools. Viviana. - ⚠My" [X Link](https://x.com/SunitXing/status/1874891067507499383) 2025-01-02T18:50Z [----] followers, 50.4K engagements "😑Stocks I regret not buying despite having 'strong' conviction- [--]. Sunita Tools. [--]. Trident Techlabs. [--]. Nisus Finance. - What're yours" [X Link](https://x.com/anyuser/status/1876190503299092931) 2025-01-06T08:54Z [----] followers, 19.5K engagements "PF is down 13% from ATH. Cosmic CRF and some ESM2 saved me 🧘 - Good sign of recovery today ✌" [X Link](https://x.com/anyuser/status/1884169068980388061) 2025-01-28T09:18Z [----] followers, [----] engagements "💼 Portfolio Update- end of Jan'25 - [--]. Cosmic CRF - 12.70% [--]. GSM Foils - 10.50% [--]. Kernex Microsystems - 9.30% [--]. SJ Logistics - 9.25% [--]. Sonu Infratech - 7.60% [--]. Websol Energy - 6.60% [--]. Saj Hotels- 6.35% [--]. Shakti Pump - 5.90% [--]. Oriana Power - 5.00% - [--]. Viviana Power- 4.70% [--]. Kalyani Cast- 4.25% [--]. Quest Lab - 3.70% [--]. Trident Techlabs- 3.00% [--]. Aarvee Denims- 2.80% [--]. Apollo Microsystems- 2.40% - [--]. Swaraj Suiting- 1.8% [--]. E2E Networks - 1.75% [--]. Felix Industries- 1.75% [--]. Tiger Logistics - 0.50% - 🔎 Tracking to add among the following- *Sunita Tools *Supreme Power *Gargi" [X Link](https://x.com/SunitXing/status/1886995681946038437) 2025-02-05T04:30Z [----] followers, 37K engagements "🤐Oriana 1380/- People who are selling at this stage too will regret it" [X Link](https://x.com/anyuser/status/1891339717884436614) 2025-02-17T04:11Z [----] followers, [----] engagements "Few good businesses at reasonable/lucrative valuations- Tejas Networks Tinna Rubber Zen Technologies Transrail EMS Apollo Microsystems Kernex Websol CDSL Arman Finance Shakti Pumps Kamat Hotels EFCIL Techno Electric Denta Water (If I had fresh cash to deploy I would have invested in most of these stocks)" [X Link](https://x.com/SunitXing/status/1891504247503573320) 2025-02-17T15:05Z [----] followers, 48.6K engagements "Wo bhi ek zamana tha.💀" [X Link](https://x.com/anyuser/status/1895390652311142603) 2025-02-28T08:28Z [----] followers, [----] engagements "🩸(-28%) Portfolio update Feb'25: - Cosmic CRF - 14.50% GSM Foils - 11.00% SJ Logistics - 8.10% Gargi - 7.70% Oriana Power - 6.50% Sonu Infratech - 6.50% - Trident Techlabs - 4.30% Aarvee Denims - 4.20% Shakti Pump - 4.15% Quest Lab - 3.65% Landmark Immigration- 3.25% MRP Agro - 3.15% Saj Hotels - 3.00% Beezaasan - 2.85% Apollo Microsystems - 2.75% Rikhav - 2.55% Transrail (MTF) - 2.45% Kalyani Cast - 2.10% - Viviana Power - 1.90% Effwa - 1.45% Felix Industries - 1.30% - 🤏Have a tracking position 1%: Kamat Hotel EMS Ltd (MTF) Kernex Microsystems Websol Energy - Might invest in the coming" [X Link](https://x.com/SunitXing/status/1896780354725245118) 2025-03-04T04:30Z [----] followers, 18.2K engagements "I asked Grok about the significance of Gensol's new credit rating downgrade. The answer is so insightful. Here- Based on the information available the downgrade was from CARE BB+ (not BBB-) to CARE D as reported widely on March 3-4 [----]. Let me clarify what this means and its implications. # What Does a "CARE D" Rating Mean A "CARE D" rating from CareEdge indicates **default** or a very high likelihood of default on financial obligations. Specifically it suggests that the company has either already failed to meet its debt repayment commitments (e.g. missed loan payments) or is in such severe" [X Link](https://x.com/SunitXing/status/1896890297147166929) 2025-03-04T11:47Z [----] followers, 10.6K engagements "Never seen a promoter with such confidence clarity and well spoken like Mr. Aditya of Cosmic CRF. India's SME segment needs more such promoters. Must-watch if you haven't already - https://youtu.be/9CnPHxODor0si=uVuhVDfLRDDI9fQw https://youtu.be/9CnPHxODor0si=uVuhVDfLRDDI9fQw" [X Link](https://x.com/anyuser/status/1928492677684731922) 2025-05-30T16:44Z [----] followers, 11K engagements "👜 Portfolio Update for the month of May 2025: GSM Foils - 10.85% Oriana Power - 10.40% SJ Logistics - 9.25% Transrail Lightings (MTF)- 7.10% PNGS Gargi- 6.26% Kabra Jewels- 5.15% Cosmic CRF - 5.10% Kalyani Cast- 4.25% Desco Infratech- 4.15% - Quest Lab - 3.80% Beta Drugs - 3.65% Kore Digital - 3.45% Beezaasan - 3.30% Landmark Immigration - 3.30% Felix Industries - 3.00% Quality Power (MTF) - 3.00% Saj Hotels- 2.50% Kay Cee Energy- 2.50% Viviana Power - 2.05% - Jaybee- 1.90% Effwa Infra- 1.70% Kernex Microsystems - 1.50% Aarveeden- 0.5% - 🌱US Market portfolio - 1.00% - ⚠Disclaimer: My" [X Link](https://x.com/SunitXing/status/1929647257097478294) 2025-06-02T21:12Z [----] followers, 29.5K engagements "🚀Kore Digital - Great results for FY25 🧨Rev. is up by 210% 💰PAT is up by 185% - Cash flow jumped from -8cr to 13cr PE is dropped to [--] - Dis: invested and biased. #KDL #koredigital" [X Link](https://x.com/SunitXing/status/1930632555939733833) 2025-06-05T14:27Z [----] followers, [----] engagements "📝 Portfolio Update for the month of June 2025: [--]. GSM Foils- 11.40% [--]. Oriana Power- 11.15% [--]. Quality Power- 10.25% [--]. Transrail Lightings (MTF)- 7.00% [--]. Tembo Global- 6.70% [--]. SJ Logistics - 6.00% [--]. Cosmic CRF- 5.15% - [--]. Desco Infratech- 3.90% [--]. Alpex Solar- 3.85% [--]. Landmark Immigration- 3.70% [--]. Beezaasan Explosive- 3.40% [--]. Beta Drugs- 3.10% [--]. Felix Industries- 3.00% [--]. Kay Cee Energy- 3.00% - [--]. Danish Power- 2.75% [--]. Viviana Power- 2.60% [--]. Kalyani Cast- 2.20% [--]. Quest Lab- 2.00% [--]. PNGS Gargi- 1.90% - [--]. Aarveeden- 1.80% [--]. Effwa- 1.60% [--]. Kore Digital- 1.60% 23." [X Link](https://x.com/SunitXing/status/1940015848078348404) 2025-07-01T11:53Z [----] followers, 52.6K engagements "📝Portfolio Update: This time many changes. [--]. Oriana Power - 15.15% [--]. GSM Foils - 13.65% [--]. Quality Power - 11.40% - [--]. Transrail Lightings (MTF)- 9.30% [--]. Aarvee Denims - 7.35% [--]. Viviana Power - 4.65% [--]. Desco Infratech - 4.25% [--]. Alpex Solar- 4.20% [--]. Felix Industries - 4.15% - [--]. Akiko Global - 3.10% [--]. M&B Engineering - 2.70% [--]. Parth Electrical - 2.70% [--]. Creative Graphics- 2.70% [--]. Kay Cee Energy - 2.65% - [--]. Supreme Power - 1.70% [--]. Tembo Global - 1.40% [--]. Kernex - 1.20% - US Portfolio - 2.30% 💰Cash position: 5.40% - *Sold some non-moving stocks to catch FlySBS since IPO" [X Link](https://x.com/SunitXing/status/1956749126495859065) 2025-08-16T16:05Z [----] followers, 44.4K engagements "💼Portfolio Update: August'2025 (Mainboard companies 35.05% SME 64.95%). - [--]. #Oriana Power - 16.15% [--]. GSM Foils - 13.70% [--]. Quality Power - 12.20% - [--]. #Transrail Lightings (MTF) - 8.40% [--]. Aarvee Denims - 7.00% [--]. #Viviana Power - 6.85% - [--]. Akiko Global - 4.20% [--]. Felix Industries - 3.95% [--]. #Alpex Solar - 3.65% [--]. Desco Infratech - 3.65% [--]. Afcom Holdings - 3.35% [--]. Parth Electrical - 3.05% [--]. Creative Graphics - 3.00% - [--]. #Websol Energy (MTF) - 2.95% [--]. #Tembo Global - 2.60% [--]. Kay Cee Energy - 2.00% [--]. Sunita Tools - 1.30% - 💰US Portfolio - 1.90% - *Going to buy Kalyani" [X Link](https://x.com/SunitXing/status/1963501865116876858) 2025-09-04T07:18Z [----] followers, 21.8K engagements "Keep an eye on Cosmic CRF's stock price. [----] would be a great level to buy. Cosmic CRF might do 60cr PAT this year. Based on that it is available at below [--] PE. - We can ignore Amzen deal for now. Knowing Aditya ji's willpower he will not let his visions down just because of NCLT" [X Link](https://x.com/SunitXing/status/1965057498227835131) 2025-09-08T14:19Z [----] followers, 13.6K engagements "Oriana Power shouldn't be considered a SME company anymore. Mcap 5000cr 1000cr Rev. 160cr PAT and most importantly the vision execution capabilities credit worthiness of Oriana make it a class apart from all other SMEs. In today's AGM Oriana Power have reiterated their 2X guidance for FY26 and 2X in FY27 as well. Show me a single other listed company of this size which has such ambitious guidance with a Crisil A2+ credit rating. Yet Oriana is available around [--] PE for FY26. Optimistically below [--] PE in FY27. - Dis: Holding 16% of MY Pf hence Biased Pro Max" [X Link](https://x.com/SunitXing/status/1972254838072197416) 2025-09-28T10:59Z [----] followers, 12.4K engagements "Wo bhi ek din tha🙏🏻 Oriana has now at [----] and made it's new peak 🚀. 🤐Oriana 1380/- People who are selling at this stage too will regret it. 🤐Oriana 1380/- People who are selling at this stage too will regret it" [X Link](https://x.com/anyuser/status/1975199024648188228) 2025-10-06T13:58Z [----] followers, [----] engagements "🗂Portfolio Update: November'25 (Mainboard 9% SME 91%) - 1⚡Oriana Power - 34.50% [--]. GSM Foils - 15.05% [--]. Quality Power - 8.40% [--]. Viviana Power - 8.15% - [--]. Felix Industries - 7.80% [--]. Akiko Global - 7.45% [--]. Rajesh Power - 4.00% [--]. Kalyani Cast- 3.90% [--]. Alpex Solar - 3.50% - [--]. Creative Graphics - 2.55% [--]. Cosmic CRF - 2.00% [--]. Sunita Tools - 1.75% [--]. Nephrocare - 0.80% [--]. WaareeIndo- 0.70% - *Want to buy SJ logistics. *Want to add more Nephrocare and Indo Solar. - ⚠Disclaimer: Please don't buy/sell any stock based on my portfolio. My portfolio churning rate is very high. Allocation" [X Link](https://x.com/SunitXing/status/1996184921270825153) 2025-12-03T11:49Z [----] followers, 29.2K engagements "@DesFanner Still -20% from the peak. - With that said ATH shouldn't be a benchmark to evaluate pf's performance graph. Comparing a portfolio to its peak performance would always bring pessimistic views only" [X Link](https://x.com/SunitXing/status/2018639705953419319) 2026-02-03T10:56Z [----] followers, [---] engagements "RT @Prakashplutus: I survived and recovered from followings in my career & did well & happy . I survived 56% fall in my portfolio in 2008" [X Link](https://x.com/SunitXing/status/2015484952754667591) 2026-01-25T18:00Z [----] followers, [--] engagements "RT @Alchemist1320: While market participants often evaluate deals through a very narrow lens of timelines winners and losers or the view" [X Link](https://x.com/SunitXing/status/2016137608183562606) 2026-01-27T13:13Z [----] followers, [--] engagements "It only feels bad because I don't have fresh cash to invest. Still Portfolio has outperformed all the major indices and MFs. All of my current holdings are available at heavily discounted valuation. EPS growth plus a little bit of PE expansion could reverse the blue chart massively🤞🏻. - Jai Trump chacha ki jai ho🙏🏻 Evolution of my Portfolio (in performance and investing style)- Pf +305.27% Nifty Smallcap [---] +108.44% Nifty +57.09% https://t.co/fOaJJicUSB Evolution of my Portfolio (in performance and investing style)- Pf +305.27% Nifty Smallcap [---] +108.44% Nifty +57.09%" [X Link](https://x.com/anyuser/status/2018070010963398796) 2026-02-01T21:12Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SunitXing Sunit | Stock market kidSunit | Stock market kid posts on X about solar, stocks, business, stepn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 57.69% premier league 8.65% stocks 2.88% technology brands 2.88% countries 1.92% cryptocurrencies 1.92% social networks 1.92% fashion brands 0.96% exchanges 0.96%
Social topic influence solar #2335, stocks 10.58%, business 9.62%, stepn 8.65%, level 8.65%, efc 8.65%, growth 6.73%, gst 6.73%, space 5.77%, if you 4.81%
Top accounts mentioned or mentioned by @ishmohit1 @stepnofficial @ktrainusastepn @anirbanmanna10 @vismaya9999 @alchemist1320 @874 @morningstarvc @yawnrong @bnbethsolvax @nikhils59260562 @fiherce @stepnofficial24 @therichardxiii @stepnsuports @stepnofficial56 @stepnupdate @fastepn @defitofficial @solana
Top assets mentioned Solana (SOL) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"🪙Portfolio Update: October '2025 (Mainboard 16% SME 84%) - [--]. *Oriana Power - 34.00% [--]. GSM Foils - 12.25% [--]. Viviana Power - 11.00% [--]. Quality Power - 10.25% - [--]. Felix Industries - 7.30% [--]. Akiko Global - 5.80% [--]. Aegis Vopak (MTF)- 4.95% [--]. Rajesh Power - 4.10% [--]. Alpex Solar - 3.25% - [--]. Creative Graphics - 2.30% [--]. Star Imaging - 2.00% [--]. Cosmic CRF - 1.50% [--]. Sunita Tools - 1.30% - *Regarding Oriana- I have taken a risk of overallocation. However my buying average is 35% less than the CMP. High liquidity (among SMEs) current valuation comfort product mix change mainboard migration-"
X Link 2025-11-05T05:10Z [----] followers, 28.2K engagements
"🍕Portfolio Update: December'25 (Mainboard 13% SME 87%) - 1Oriana Power - 38.80% 2GSM Foils - 15.35% 3Quality Power - 9.90% - [--]. Felix Industries - 8.77% [--]. Viviana Power - 7.50% [--]. Akiko Global - 6.90% [--]. Kalyani Cast- 4.05% - [--]. Cosmic CRF - 1.90% [--]. Tembo Global - 1.70% [--]. Sunita Tools - 1.50% [--]. Alpex Solar - 1.35% [--]. Apollo Micro- 1.05% - [--]. Nephrocare - 0.75% [--]. WaareeIndo- 0.40% - 🔸Took a 'risk' of overallocation in Oriana deliberately. Seems worth taking the 'risk' looking at its forward valuation. 🔹Want to add more Tembo Global next week. Sold Rajesh Power temporarily. Will"
X Link 2026-01-04T12:42Z [----] followers, 19.8K engagements
"Don't ignore Aegis Vopak Terminal just seeing its crazy PE. This is probably the only MOATed business having 80% EBITDA margin. Massive debt reduction post IPO. Must read if you haven't. - (Dis: not invested yet. Closely tracking since its IPO). https://twitter.com/i/web/status/1957671391450276074 https://twitter.com/i/web/status/1957671391450276074"
X Link 2025-08-19T05:10Z [----] followers, [----] engagements
"📊 Portfolio Update: September '2025 (Mainboard 25% SME 75%) - [--]. Oriana Power - 17.00% [--]. Quality Power - 13.00% [--]. GSM Foils - 12.00% [--]. Viviana Power - 11.50% - [--]. Felix Industries - 7.80% [--]. Transrail Lightings (MTF)- 7.10% [--]. Akiko Global - 5.40% [--]. Aegis Vopak (MTF)- 4.90% [--]. Rajesh Power - 3.90% [--]. Desco Infratech - 3.35% [--]. Alpex Solar - 3.15% - [--]. Parth Electrical - 2.40% [--]. Creative Graphics - 2.30% [--]. Star Imaging - 1.80% [--]. Telge Projects - 1.75% [--]. Cosmic CRF - 1.55% [--]. Sunita Tools - 1.50% - *Have tracking positions in Tembo Global and Aarvee Denims (will increase)."
X Link 2025-10-06T09:22Z [----] followers, 19.9K engagements
"📊 Portfolio Update: January'2026 (Mainboard 12% SME 88%) - [--] Oriana Power - 35.30% (avg.2225) [--] GSM Foils - 16.35% (79) [--] Felix Industries - 10.50% (185) - [--]. Quality Power - 9.90% (596) [--]. Viviana Power - 7.80% (420) [--]. Cosmic CRF - 7.70% (1150) [--]. Akiko Global - 5.84% (117) [--]. Aimtron Electronics- 3.00% (727) [--]. Parth Electricals-1.60% (198) [--]. Tembo Global - 1.10% (579) - 🌱Have tracking positions in- Apollo Microsystems WaareeIndo and Varvee Global. 👀If I had cash in hand I would have bought/added these at CMP- RNFI Rajesh Power WaareeIndo Kalyani Cast-tech Tembo SJ logistics Alpex"
X Link 2026-02-03T16:49Z [----] followers, [----] engagements
"One must endure the pain of a harsh fall to truly enjoy this kind of upmove🙏🏻"
X Link 2026-02-03T07:06Z [----] followers, [----] engagements
"Encouraging stats 👍🏻 Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells an interesting story: Large caps: +8.7% Midcaps: +17.8% Small caps: +39.9% Our ground checks across steel cement auto anc OEMs pipe Halfway through earnings season: 263/500 companies reported. Revenue: +12.1% YoY Adj PAT: +12.2% YoY PAT growth by market cap tells an interesting story: Large caps: +8.7% Midcaps: +17.8% Small caps: +39.9% Our ground checks across steel cement auto anc OEMs pipe"
X Link 2026-02-03T20:42Z [----] followers, [---] engagements
"Power T&D Defence Railways- stayed in focus this year too. Not surprised though as these capex take a long time to implement. - Power sector is dancing to the tune of China's solar cell export policy. Thus derated badly. Defence sector is already in focus for last few years quite overvalued. Railways too kind of priced in. - T&D has become a bottleneck for the power sector. Plus the valuations are very attractive. Businesses in this sector should do well. Budget is actually pretty decent if you read the main document & analyse sector/scheme wise spends They are able to do this much while"
X Link 2026-02-01T10:21Z [----] followers, [----] engagements
""Quality" 🙏🏻 Quality Power Q3 FY26 Results And Investor PPT Blockbuster Set 🔥 Hits Out of the Park 🤩 Continues to Deliver Robust Growth Rev : 79.7➡284.3 (257%) EBITDA : 24.6➡79.3 Cr PAT : 19.6➡62.8 Cr (221%) EBITDA Margin : 27.9% PAT Margin : 22.1% Orderbook : 775➡895 Crores https://t.co/i6HvJccaSu Quality Power Q3 FY26 Results And Investor PPT Blockbuster Set 🔥 Hits Out of the Park 🤩 Continues to Deliver Robust Growth Rev : 79.7➡284.3 (257%) EBITDA : 24.6➡79.3 Cr PAT : 19.6➡62.8 Cr (221%) EBITDA Margin : 27.9% PAT Margin : 22.1% Orderbook : 775➡895 Crores https://t.co/i6HvJccaSu"
X Link 2026-02-04T21:29Z [----] followers, [----] engagements
"RT @ishmohit1: Thus Making money in US has been far easier vs India.it shouldnt be this easy given how good the us markets were. Thi"
X Link 2026-01-25T06:12Z [----] followers, [--] engagements
"PF is 8.8% up today. This is the biggest ever gain for me and I am sure I won't be able to break this in future as well. - *Not bragging🙏🏻"
X Link 2026-02-03T10:16Z [----] followers, [----] engagements
"Sometimes the "falling knife" eventually becomes a "flying knife" and people get afraid to catch it in both the scenarios 😬"
X Link 2026-02-05T08:30Z [----] followers, [---] engagements
"Thoughts on Rainbow 🌈👟 system: Quantity vs value- having 100% allocation for general shoes U might earn more GMT but what about the GMT price Right now U earn a lot of GST- why aren't U happy about it A user needs to burn [--] sneakers to get a chance of getting 🌈 Sneaker 🧵👇"
X Link 2022-08-09T20:26Z [----] followers, [--] engagements
"The @Morningstar_vc host asked @yawn_rong about possiblity of partnership of #STEPN with top shoes brands like Adidas Nike and Yawn's answer was "I don't want to leak too much alpha but people will see something like this in this quarter"🤫 @bnBeth_solvax @ktrainUSA_STEPN"
X Link 2022-08-12T10:24Z [----] followers, [--] engagements
"Look what I got from today's level [--] mystery box 😍 #STEPN #STEPNfan #Move2Earn #solana #GMT #GST @Stepnofficial"
X Link 2022-08-15T21:37Z [----] followers, [--] engagements
"There were (are) many opportunities to make money in #STEPN- 📈Trading in #GMT 👟Buying Shoe when it was dead low. 💎Buying Level 2-3 Gem when it was dead low. 😶#GST isn't the only way to make ROI. ⚡I missed many opportunities too but here r my shoes and gems buy [--] weeks back-"
X Link 2022-08-16T20:40Z [----] followers, [--] engagements
"Dear #STEPN friends let's report these scammer accounts- [--]. @NikhilS59260562 [--]. @fiherce [--]. @Stepnofficial24 [--]. @TheRichardXIII [--]. @stepnsuports [--]. @Stepnofficial56 [--]. @StepN_update [--]. @FaSTEPN ⚠Let's keep our community safe from these frauds 🤝"
X Link 2022-08-20T14:34Z [----] followers, [--] engagements
"Dear #STEPN friends this chart shows why you should keep your account password at least [--] character long and use uppercase+lowercase+number +special character. (Also 2FA is a must) ⚠Stay safe from scammers hackers. #STEPNverse #GMT #GST #SOL"
X Link 2022-08-21T17:57Z [----] followers, [---] engagements
"My last [--] days Level [--] mystery boxes opening results. #STEPN #STEPNEMBER #GST #GMT #Move2Earn #SolanaNFT @Stepnofficial"
X Link 2022-08-27T14:47Z [----] followers, [--] engagements
"Sold a trainer and bought [--] common with that #SOL. I'm finally having [--] 👟 Yay 🥳. 🤔If I use 125% energy in a day wouldn't I get level [--] MB I have luck [--]. #STEPNstats #STEPN #GMT #GST"
X Link 2022-08-28T23:45Z [----] followers, [--] engagements
"Last [--] days Level [--] mystery boxes opening results.😶 #STEPNstats #STEPNEMBER #GST #GMT #Move2Earn #SolanaNFT @Stepnofficial"
X Link 2022-09-05T04:49Z [----] followers, [--] engagements
"Very excited to use #DEFIT along with #STEPN. Let's see how it goes😁. Gonna get club membership soon. #Move2Earn"
X Link 2022-10-29T18:51Z [----] followers, [--] engagements
"My first run being a Club Member of @DEFITofficial #defit #Move2Earn #M2E"
X Link 2022-10-31T20:28Z [----] followers, [--] engagements
"Why I use #DEFIT I run/walk daily about 1hr. Then Y not use #STEPN & #DEFIT both DEFIT is not listed coin yet that's Y it is less volatile isolated from market hypes. #Move2Earn has a sea of potential. DEFIT is doing great. It can hv it's place with't competing with STEPN"
X Link 2022-11-05T11:57Z [----] followers, [--] engagements
"@ktrainUSA_STEPN @solana @phantom Staked SOL in Binance for 7.99%"
X Link 2023-02-17T16:37Z [----] followers, [--] engagements
"@Saudi_Gazette Wow this is the first time I am seeing HH MBS in such outfit 😄"
X Link 2023-06-23T18:17Z [----] followers, [----] engagements
"@maveinlux That's a burning reply but knowing his thick skin l am sure he will tweet this same thing again in a month"
X Link 2023-08-20T19:57Z [----] followers, [----] engagements
"@bushra_siddiki @AdityaRajKaul @smritiirani @nirupamakotru @KSAembassyIND Living in KSA I can confirm Saudi citizen are proud of HH MBS. They wholeheartedly welcomed the progressive steps he has taken last many years"
X Link 2024-01-09T09:02Z [----] followers, [----] engagements
"@metrorailwaykol That looks like some kind of huge Vegetables cold storage with ventilation on the top of it"
X Link 2024-02-10T19:34Z [----] followers, [----] engagements
"@mr_mayank @mrsinha What "truth""
X Link 2024-02-20T15:29Z [----] followers, [----] engagements
"If any of your friends learning how to start investing in stock market share this life changing YT playlist with him/her: .@soicfinance has changed thousands of lives by helping us with our financial journeys. Thank you brother 🙏 @ishmohit1 https://youtube.com/playlistlist=PLRjY9yywmkT1T4gzSrKfCMi1H5hrI_H0W&si=S1l_DRVcaSxyzWmm https://youtube.com/playlistlist=PLRjY9yywmkT1T4gzSrKfCMi1H5hrI_H0W&si=S1l_DRVcaSxyzWmm"
X Link 2024-04-02T11:10Z [----] followers, [----] engagements
"@CNBCTV18News @Santia_Gora .@CMOMaharashtra @HMOIndia @DefenceMinIndia please take action. Don't let the family of our bravehearts suffer . They have suffered enough"
X Link 2024-04-12T18:43Z [----] followers, [----] engagements
"KP Green Engineering - 300% topline and bottomline growth 🔥 #kpgel #kpgreen #stockmarkets #SME"
X Link 2024-04-19T09:17Z [----] followers, 14.7K engagements
"KP Green Engineering will continue UC for next many days 🔥. Lucky to get in at [---] range. Huge future potential. Next Bondada. #KPGEL #SME"
X Link 2024-04-22T05:57Z [----] followers, 23.2K engagements
"🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted (Waaree+RRP 4SE) 6% Skipper 5.8% Shilchar 5.2% Neuland 4% TinnaRubber 4% ShaktiPump 3.25% E2E 3.2% TechnoE 2% BankaBio 0.5% EMS 0.5% End of March'24 PF Update: WaareeRtl 22% Praveg 14% VBL 6% Waaree Energies 6% (unlisted) Skipper 6% Neuland 5.5% Mish 5% Gravita 4.5% Shilchar 4% VOEPL 4% RACL 4% Tinna 3.8% NH 3.7% SWSolar 3% Moldtek 2.9% Armanfin 2.3% Kamathotel 1.6% Bankabio 0.9% RIR 0.9% End of March'24 PF Update: WaareeRtl 22% Praveg 14% VBL 6% Waaree Energies 6% (unlisted) Skipper 6% Neuland 5.5%"
X Link 2024-05-03T13:17Z [----] followers, 32.3K engagements
"#KPIGreen these aren't small hands 👀"
X Link 2024-05-06T08:18Z [----] followers, [----] engagements
"😑Hard to digest. #Waaree management guided for 450cr Q4 topline but achieved 55% of it. Big lesson for me for keeping the highest allocation. ☘+Ve: 2.3GW unexecuted order book 📢Concall will be interesting to listen"
X Link 2024-05-10T18:13Z [----] followers, 25.7K engagements
"My stock picking dilemmas- I like #Skipper: but is has tiny margin #Gravita: but Red Sea crisis eating up cost commodity products #Pakka: No moat scale up questionable #Neuland: great future but headwind now #Arman fin: sector tailwind #Voepl: great sector but fully valued"
X Link 2024-05-18T08:28Z [----] followers, 27.8K engagements
"#Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆"
X Link 2024-05-18T12:01Z [----] followers, 15.5K engagements
"#Waaree Renewables: 🏷 Quick valuation calculation of FY25 PE (if) following FY24 trends and optimistic concall guidance. ⚠Points to note: *PAT margin likely to go lower than FY24. *Execution could go south like what happened in Q4. (Disclosure: holding 30% of PF) #stockmarket"
X Link 2024-05-21T14:42Z [----] followers, 23.4K engagements
"@surya_prakash10 @dmuthuk Read-"
X Link 2024-05-26T12:24Z [----] followers, 12.9K engagements
"#Waaree Renewable has got another project worth 65cr. Good news 😀 (Dis: Invested 30% of PF) #Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆 https://t.co/lynUjd08xq #Waaree has bagged a 700kW order worth 5cr only. Feels like - when you wanted heavy rain after a long hot summer but got just a sprinkle 😆 https://t.co/lynUjd08xq"
X Link 2024-05-31T09:37Z [----] followers, [----] engagements
"🪙Portfolio May'24 update: [--]. #WaareeRtl 27% [--]. KPGEL [--] [--]. RRP 4SE 10% (unlisted) [--]. #Praveg [---] [--]. SWSolar [---] [--]. INA [---] [--]. TinnaRubber [---] [--]. #Waaree Energies 4.1(unlist) [--]. ShaktiPump [---] [--]. Kontor [---] [--]. TechnoE [---] [--]. E2E [---] [--]. EMS [---] [--]. EFC [---] [--]. #Shilchar [---] 🤞 🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted (Waaree+RRP 4SE) 6% Skipper 5.8% Shilchar 5.2% Neuland 4% TinnaRubber 4% ShaktiPump 3.25% E2E 3.2% TechnoE 2% BankaBio 0.5% EMS 0.5% 🪙End of April'24 PF update: WaareeRTL 31.5% KPGEL 16.7% Praveg 9.8% SWSolar 8.5% Unlisted"
X Link 2024-06-01T05:42Z [----] followers, 90.3K engagements
"🔻Reduced th position in #Waaree RTL last week. 🤝Bought #Gensol Engineering today. 👀 Waiting for an entry- All E Tech #Kotyark AwFis ➕ Will be adding more to existing position- E2E Tinna Rubber RRP 4SE (unlisted) EMS Ltd Praveg Shakti Pump Shilchar"
X Link 2024-06-20T10:42Z [----] followers, [----] engagements
"@rajendray Advait Infratech All E Tech Waaree Technologies Supreme power Krishca Viviana SJ Logistics"
X Link 2024-06-27T10:37Z [----] followers, [----] engagements
"#Gensol Good sign of a possible up move 😃 I have high hope. Market is giving bullish on BESS and Gensol has [----] cr of pending order with [----] market cap. ☀My buying of #Gensol Engineering is very late but I see a huge potential ahead from here as well. 💡Management guidance is extremely positive: *2X Topline FY25- 2000cr *EBITDA - 600cr *PAT- 120cr *FY25 PE- [--] (not including the equity dilution) 👀At a CNBC interview management https://t.co/MPpMcCFy1B ☀My buying of #Gensol Engineering is very late but I see a huge potential ahead from here as well. 💡Management guidance is extremely"
X Link 2024-06-28T06:48Z [----] followers, [----] engagements
"#EFC Ltd. Two bulk deal today. A buy and a sell. (Dis: invested with high expectation). #EFC Ltd. looks great on Weekly chart. ---- 🏣 Overall looking at it's demand the co-working space sector should do well. 📖 Study this business (useful information in the thread) along with [--] more listed players from the same sector- #AwFis and #Kontor space. (Holding both https://t.co/Z6T2jlvt1a #EFC Ltd. looks great on Weekly chart. ---- 🏣 Overall looking at it's demand the co-working space sector should do well. 📖 Study this business (useful information in the thread) along with [--] more listed players"
X Link 2024-07-01T16:13Z [----] followers, 10.4K engagements
"🌾Nirman Agri Genetics- a potential multibagger available at a low valuation. *MCap: 178cr *Stock PE: [----] *Last [--] years sales growth: 150% *Last [--] years profit growth: 100% *Debt: negligible *Promoter's holding: 66% 👍Guidance: [--]. Explosive growth of 250% for FY25 [--]. Advanced order book 120cr for Rabi season (notably whole FY24 sales was 63cr). 🤝Quick thesis: the PE is at [--] only by doubling it's PAT the PE drops to [---] (not even considering 250% guidance). It's a no brainer multibagger. ⚗Business: *Company is producing high yield high quality genetically modified seeds with it's strong"
X Link 2024-07-02T07:20Z [----] followers, 26K engagements
"🪙 Portfolio update June'2024 [--]. #WaareeRtl 17% [--]. KP Green Engineering 17% [--]. #Praveg 8.2% [--]. Insolation 8.1% [--]. #SWSolar 7.7% [--]. RRP 4SE 7.3% (unlisted) [--]. Tinna Rubber 6.8% [--]. #ShaktiPump 5.65% [--]. Nirman Agri 5.25% [--]. Waaree Energies 3.8% (unlisted) [--]. EMS 3.6% [--]. Kontor Space 3.3% [--]. EFC Ltd 3.15% [--]. E2E 2.5% [--]. TechnoE 1.9% [--]. #Shilchar 0.9% [--]. Gensol 0.8% [--]. Banka Bioloo 0.5% 📍I will keep buying more Gensol TechnoE E2E EFC Ltd and Banka. So the percentage of allocation for all of these will go beyond 4% each and the top holdings % will reduce as a result. Waiting to buy"
X Link 2024-07-03T14:47Z [----] followers, 177K engagements
"🏢#EFC Ltd: Undervalued Stock in a high growth sector. Let me explain with elementary math- EFC's co-working segment's seat capacity target by FY25 is 65000+. Out of that 50000-55000 target in H1 and [-----] seats by the end of H2. --- FY24 Occupancy rate was 90% New capacity gets occupied 80-85% in first [--] months. With the existing capacity we can assume 85% average occupancy in H1. Average revenue per seat is Rs6250/month So H1 revenue from this segment of business= (5000085%)62506 =159cr H2 revenue= (6500085%)62506= 207cr FY25 revenue from this business alone= 366cr --- Interior design and"
X Link 2024-07-08T05:39Z [----] followers, 12.2K engagements
"☀KP Green Engineering Ltd. has collaborated with Nextracker for the solar trackers. #KPGEL Big news for KP Green Engineering Ltd. #KPGEL https://t.co/ztZt2L5p5Z Big news for KP Green Engineering Ltd. #KPGEL https://t.co/ztZt2L5p5Z"
X Link 2024-07-09T13:16Z [----] followers, 52.7K engagements
"#SME IPO mania 🤦Recent IPO of #Macobs Technologies Ltd. subscribed by 183x. - Well here is their product's reality in one picture. Just a brand logo change on a Chinese product selling 7-10$ in AliExpress. - The question is are we aware of this reality before applying for the IPO - Nothing against the 'entrepreneurs' but telling untrue tales in the interview about "R&D Hardwork building from scratch etc." don't do well in the long term. Although the product page says "Made in PRC". - The strategy here is- create an unique tagline such as "below the belt grooming" hire Instagram influencers"
X Link 2024-07-20T09:19Z [----] followers, 115K engagements
"🗼KP Green Engineering gone out of the limelight. Now available at a good forward valuation. For reminder- if you are bullish on K.P. Energy #KPIGreen Energy #Bondada #Konstelec and overall energy theme #KPGEL is the best proxy to look at. - Months back KPGEL got an order worth more than FY24 topline. It has to be completed this FY. - Company is doing [--] capacity expansion part of which is getting live soon. - 30-50% business come from the group companies. Here is the (past) projects and clients list to give the big picture of their capabilities- (Dis: invested biased) ☀KP Green Engineering"
X Link 2024-08-01T08:18Z [----] followers, 54.4K engagements
"💼 Portfolio update July'2024 - [--]. KP Green Engineering 13.2% [--]. Insolation Energy 7.6% [--]. #ShaktiPump 7.1% [--]. SJ Logistics 7.0% [--]. #Praveg Ltd 7.0% [--]. #WaareeRTL 6.7% [--]. Tinna Rubber 6.4% [--]. Nirman Agri Genetics 5.40% [--]. Kontor Space 4.35% [--]. EMS Ltd 4.2% [--]. #SWSolar 4.0% [--]. Kernex Microsystems 4.0% [--]. EFC Ltd 4.0% [--]. E2E Networks 3.0% [--]. Techno Electric 3.0% [--]. Zen Technologies 2.5% [--]. #Shilchar Technologies 1.5% [--]. Banka Bioloo 1.0% [--]. Gensol Engineering 0.7% [--]. Tejas Networks 0.1% - 💵 Cash Position: 7.8% - Waiting for deployment of the cash position on one/two of these stocks"
X Link 2024-08-03T09:26Z [----] followers, 185.6K engagements
"☀#Gensol Engineering Ltd. 📊Very good Q1 - YOY very strong numbers. QOQ drop due to seasonal effect which is visible in Waaree and SWSolar as well. - Big asset growth in EV leasing business rev grew as well. However it is still making losses. Finance cost has increased as expected. PE is reduced to [--] from [--] - Huge orderbook of over 5k cr pending from Solar EPC and BESS - (Disclosure: holding only a tracking position) #Gensol Good sign of a possible up move 😃 I have high hope. Market is giving bullish on BESS and Gensol has [----] cr of pending order with [----] market cap."
X Link 2024-08-12T16:49Z [----] followers, 11K engagements
"💊GSM Foils Ltd. last [--] months total sales 30crores. Notably whole FY24 topline was 27cr. - When a company provides monthly sales updates the stock price often adjusts to reflect the new information before the official financial results are even announced. - Lucky timing I bought [--] lot today at UC. I was hesitant to buy because of lack of information. However financial numbers and borrowed conviction helped 🙏"
X Link 2024-08-16T11:56Z [----] followers, 29.6K engagements
"@equialpha Hindustan Unilever and HDFC Bank for sure"
X Link 2024-08-17T08:35Z [----] followers, 12.6K engagements
"#AngelOne accumulation happening at the current level. Could see a turnaround. Today's upmove broke the 50DMA. It's a good business for long-term investment. - Those who missed CDSL CAMS KFintech MCX - this could be a good one to consider (studying). - (Dis: tracking only)"
X Link 2024-08-19T12:59Z [----] followers, [----] engagements
"🛠KP Green Engineering #KPGEL stock price has corrected by 30% from the top. CMP [---] PE [--] PEG [----] - Is it available at a decent valuation❓ What could be the valuation outlook in FY25❓ - Let's discuss in layman way.a🧵"
X Link 2024-08-21T15:52Z [----] followers, 58K engagements
"🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a vendor of Govt. PSU execution and invoicing delays are so normal in such businesses. - For those who haven't watched the management interview yet- (🎥Credit @NDTVProfit) 📊#Kernex the daily/weekly volumes speak what's coming Keep eyeing.👀 - (Dis: invested with big expectations) https://t.co/K5ti9Q3BcT 📊#Kernex the daily/weekly volumes speak what's coming Keep eyeing.👀 - (Dis: invested with big expectations) https://t.co/K5ti9Q3BcT"
X Link 2024-08-22T16:28Z [----] followers, [----] engagements
"📊Director of #Kernex is buying shares from open market. *Mr. Janardhana has bought [-----] shares @874 worth [-----] lakhs. - (Dis: invested) 🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a vendor of Govt. PSU execution and invoicing delays are so normal in such businesses. - For those who haven't watched https://t.co/N94HvycCx0 🚇#Kernex good to see the stock price has started correcting today after a long run. Study this business and keep in your watchlist. Please mind that being a"
X Link 2024-08-24T10:41Z [----] followers, [----] engagements
"☀April -June [----] market share data of Solar Module manufacturers in India. *🫡#Waaree @waareegroup is no.1 *#Adani at no. [--] *Premier Energies(IPO coming) at no.8 *Vikram Solar at no. [--] *#Insolation Energy at no. [--] - Credit: JMK Research"
X Link 2024-08-24T12:11Z [----] followers, 13.4K engagements
"Sometimes I see many people ask around where to find stock names to study. I want to share my sources for the stocks I currently hold. This tweet is also to pay my sincere gratitude to those people mentioned below 🙏 #Praveg Ltd - invested last year after watching YouTube video from @ValueEducator. Also I learnt about Tinna Rubber watching his YT video. Shakti Pump- tracking since last [--] years and bought [--] months back. I learnt from YouTube video by @amitabhvatsya #E2E Networks- first saw the name from a tweet of @Finstor85. Read it after that and took position. Also he encouraged me to read"
X Link 2024-08-27T10:07Z [----] followers, 34K engagements
"💼 Portfolio Update August '24 - [--]. Cosmic CRF 8.9% [--]. #Insolation Energy 8.2% [--]. #Praveg Ltd 7.4% [--]. #Oriana Power 7.05% [--]. GSM Foils 6.7% [--]. SJ Logistics 6.5% [--]. Kernex Microsystems 6.45% [--]. Shakti Pump 6.3% [--]. #WaareeRTL 6.2% [--]. Nirman Agri Genetics 5.85% [--]. Tinna Rubber & Infra 5.7% [--]. Kontor Space 4.82% [--]. EMS Ltd 4.05% [--]. #E2E Networks 3.86% [--]. Waaree Technologies 3.45% [--]. #Websol Energy 3.2% [--]. Techno Electric 2.6% [--]. Zen Technologies 2.6% - Very small position/closely tracking to invest: Tejas Networks Loyal Equipments SWSolar EFC Ltd. Premier Roadlines Blue Pebble DigiKore"
X Link 2024-09-01T10:10Z [----] followers, 114.3K engagements
"Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications-"
X Link 2024-09-02T09:12Z [----] followers, 11.6K engagements
"🙏My investment via Zerodha Demat (which I have been using since May'2021) has given a XIRR return of 63.16% - Very simple calculation. Incase you don't know yet here's how I calculated it🧵- First you need to open a 'Google sheet' and Zerodha console (dashboard) 1/n"
X Link 2024-09-02T18:01Z [----] followers, 14.9K engagements
"Finally #Waaree Technologies has found it's bottom I assume. Big volume today.🙏 Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications- https://t.co/aBycT8boKC Not trying to extrapolate these generic statements however #Waaree Technologies annual report is giving some positive indications- https://t.co/aBycT8boKC"
X Link 2024-09-04T11:28Z [----] followers, [----] engagements
"Sudheep ji you could be right at your analysis. But what surprises me is the seer confidence and audacity of yours calling an entrepreneur "fraud" - They put lot of blood and sweat sacrifice big part of their lives wealth health to build a business. And people like you (or me) whose job is to click on either 'buy' or 'sell' should be more reasonable before giving such allegation. - Surely if you have evidence to back your claim you are welcome to be judgemental. Based on empty words I can call you a fraud too but surely that isn't evidence based right Best wishes 🤞"
X Link 2024-09-13T10:11Z [----] followers, 11.5K engagements
"#Nirman Agri Genetics - investors meeting on 24th of September. There have been a lot of doubts raised about the business on social media. Hope the management will clear those things. - Dis: invested (lost some confidence but waiting to hear from the other side) 🌾#Nirman Agri Genetics- what an amazing Q1. Wow YOY topline growth 350% YOY PAT growth 171% QOQ topline grew 146% QOQ PAT grew 51% - Company is adding more workforce Depreciation is low due to asset light business model. - (Disclaimer: invested from a lower https://t.co/bUcNavDKUO 🌾#Nirman Agri Genetics- what an amazing Q1. Wow YOY"
X Link 2024-09-19T11:47Z [----] followers, 17.8K engagements
"🌾Nirman Agri Genetics- zoom meeting was a big confidence booster. Thank you @NirmanAgri. Here are few random notes from the meeting 👇 - Nirman is currently having [---] acres of leased land for seed production. Company is aiming for [----] acres of land next year. And 3X the production capacity. Current order book is about 120cr of Ravi season. Company is very confident in achieving 250% of last years sales growth (around 200cr) in FY25. And 2X of that in FY26. - 🌽Nirman is going to launch a all-in-one place scheme called "Khusi Dham" where farmers can avail Seeds Fertilizers Pesticides"
X Link 2024-09-24T11:23Z [----] followers, 25K engagements
"Got some Screener notification last few days you might find interesting- #Exicom is below [---] DMA #Aimtron is below [---] National Plastic below [---] DMA Bajel Project is below [---] DMA Data Pattern is below [---] DMA Shakti Pump is below [--] DMA Oriental Rail is below [---] DMA - 😉 BCG is below [----] DMA"
X Link 2024-09-25T05:05Z [----] followers, 19.3K engagements
"💰Portfolio Update September'24 - [--]. Nirman Agri Genetics 9.05% [--]. #Insolation Energy 7.40% [--]. Waaree Renewables 7.20% [--]. #Oriana Power 6.90% [--]. #Waaree Technologies 6.85% [--]. Cosmic CRF 6.80% [--]. GSM Foils 6.60% [--]. SJ Logistics 6.20% [--]. Praveg Ltd 5.90% [--]. Shakti Pump 5.90% [--]. Kernex Infosystem 5.85% [--]. Tinna Rubber & Infra 4.60% [--]. #E2E Networks 4.20% [--]. Kontor Space 4.00% [--]. #Websol Energy 3.90% [--]. EMS Ltd 3.15% [--]. Digikore 1.75% [--]. Techno Electric 1.60% [--]. Nibe 1.00% [--]. Zen Technologies 0.80% [--]. EFC Ltd 0.50% - 🪙 Very small position/closely tracking to invest: Tejas Networks"
X Link 2024-10-02T15:29Z [----] followers, 73.7K engagements
"I never understood the logic of chart patterns in SME stocks. For example Cosmic CRF has only about [----] shareholders. A single business event can easily push the stock to either LC or UC. So where does the significance of chart patterns come into play with such stocks - The very purpose of chart patterns is to reflect the average investor sentiment towards a companys current value among a large number of shareholders. When the number of shareholders is so low the chart patterns are bound to be misleading. - My humble suggestion- please don't give much emphasis on chart pattern in SMEs🙏"
X Link 2024-10-02T17:27Z [----] followers, [----] engagements
"🚆#Cosmic CRF at 'no brainer pick' level. - (Dis: Invested biased pro max)"
X Link 2024-10-28T06:50Z [----] followers, [----] engagements
"I am so 'Waareed'. Have so much trust in their ability honesty integrity🙏"
X Link 2024-10-31T06:28Z [----] followers, 18.8K engagements
"🪔Added #SJLogistics and #Websol Energy to my existing holdings. Sold part of #Praveg to arrange funds. - What did you buy today"
X Link 2024-11-01T13:36Z [----] followers, [----] engagements
"💰Portfolio Update October'24 - [--]. Cosmic CRF 11.60% [--]. SJ Logistics 9.10% [--]. Nirman Agri Genetics 8.50% [--]. #Insolation Energy 7.80% [--]. #Oriana Power 7.0% [--]. GSM Foils 6.65% [--]. #Websol Energy 6.42% [--]. Waaree Technologies 6.10% [--]. #E2E Networks 5.90% [--]. Waaree Renewables 5.75% [--]. Kernex Microsystems 5.70% [--]. Shakti Pumps 5.55% [--]. Kontor Space 3.90% [--]. EMS Ltd 3.25% [--]. EFC Ltd 2.40% [--]. Praveg Ltd 1.85% [--]. #Waaree Energies 1.0% [--]. Zen Technologies 0.80% [--]. Nibe Ltd 0.70% [--]. Loyal Equipments 0.50% - 👀 Closely tracking and wish to invest: KP Green Engineering Premier Roadlines"
X Link 2024-11-02T07:28Z [----] followers, 65.2K engagements
"📊 Portfolio Update November [----] - [--]. Cosmic CRF - 15.00% [--]. #Oriana Power - 13.00% [--]. SJ Logistics - 9.50% [--]. Nirman Agri Genetics - 9.00% [--]. Insolation Energy - 8.10% [--]. #Kernex Microsystems- 8.00% [--]. GSM Foils - 7.70% [--]. #E2E Networks - 5.70% [--]. Shakti Pump - 5.65% [--]. #Websol Energy - 5.60% - [--]. EMS Ltd - 3.34% [--]. #Waaree Technologies - 2.50% [--]. EFC Ltd - 2.35% - [--]. Waaree Renewables - 1.50% [--]. Loyal Equipments - 1.10% [--]. Zen Technologies - 0.80% [--]. Nibe Ltd - 0.50% - 💰Cash only 0.5% - Tracking these stocks to add- *Sunita Tools *Picturepost Studio *KPGEL - ❗Disclaimer: my"
X Link 2024-12-02T17:58Z [----] followers, 53.3K engagements
"*Oriana's topline conservative target is 1000cr+. *Keeping the H1 margin PAT would be 136cr. *Forward PE at CMP- [--] (if no positive surprises). - At CMP if you go wrong your downside is limited. If you get it right you get 60%-100% gain after H2 results. - (Dis: added more #Oriana today biased max pro)"
X Link 2024-12-05T12:13Z [----] followers, [----] engagements
"Eternal dilemma"
X Link 2024-12-27T09:34Z [----] followers, [----] engagements
"Few mainboard stocks where Q3 Q4 could be big- Praveg Ltd. PN Gadgil. EFC Ltd. Samhi Hotels. SMEs at good level- RBM Infra. Premier Roadlines. Kotyark. (Dis: not invested in any of these except for EFC)"
X Link 2025-01-01T17:48Z [----] followers, 21.5K engagements
"📊Portfolio Update for December'24: - [--]. #Oriana Power - 12.00% [--]. Cosmic CRF - 11.60% [--]. #Kernex Microsystems- 9.85% [--]. #Websol Energy - 8.70% [--]. GSM Foils - 8.55% [--]. Nirman Agri Genetics - 8.55% [--]. SJ Logistics - 8.50% [--]. Shakti Pump - 7.50% [--]. Sonu Infratech - 6.64% [--]. E2E Networks - 3.75% [--]. #Insolation Energy - 3.25% - [--]. Kalyani Cast- 2.20% [--]. EFC Ltd - 2.10% [--]. Aarvee Denims- 2.10% [--]. Picturepost Studios- 1.90% - 🤏Tracking position: [--]. Zen Technologies - 1.00% [--]. Loyal Equipments - 0.50% - 💰Cash position: 1.75% - 👀Looking forward to investing in: Sunita Tools. Viviana. - ⚠My"
X Link 2025-01-02T18:50Z [----] followers, 50.4K engagements
"😑Stocks I regret not buying despite having 'strong' conviction- [--]. Sunita Tools. [--]. Trident Techlabs. [--]. Nisus Finance. - What're yours"
X Link 2025-01-06T08:54Z [----] followers, 19.5K engagements
"PF is down 13% from ATH. Cosmic CRF and some ESM2 saved me 🧘 - Good sign of recovery today ✌"
X Link 2025-01-28T09:18Z [----] followers, [----] engagements
"💼 Portfolio Update- end of Jan'25 - [--]. Cosmic CRF - 12.70% [--]. GSM Foils - 10.50% [--]. Kernex Microsystems - 9.30% [--]. SJ Logistics - 9.25% [--]. Sonu Infratech - 7.60% [--]. Websol Energy - 6.60% [--]. Saj Hotels- 6.35% [--]. Shakti Pump - 5.90% [--]. Oriana Power - 5.00% - [--]. Viviana Power- 4.70% [--]. Kalyani Cast- 4.25% [--]. Quest Lab - 3.70% [--]. Trident Techlabs- 3.00% [--]. Aarvee Denims- 2.80% [--]. Apollo Microsystems- 2.40% - [--]. Swaraj Suiting- 1.8% [--]. E2E Networks - 1.75% [--]. Felix Industries- 1.75% [--]. Tiger Logistics - 0.50% - 🔎 Tracking to add among the following- *Sunita Tools *Supreme Power *Gargi"
X Link 2025-02-05T04:30Z [----] followers, 37K engagements
"🤐Oriana 1380/- People who are selling at this stage too will regret it"
X Link 2025-02-17T04:11Z [----] followers, [----] engagements
"Few good businesses at reasonable/lucrative valuations- Tejas Networks Tinna Rubber Zen Technologies Transrail EMS Apollo Microsystems Kernex Websol CDSL Arman Finance Shakti Pumps Kamat Hotels EFCIL Techno Electric Denta Water (If I had fresh cash to deploy I would have invested in most of these stocks)"
X Link 2025-02-17T15:05Z [----] followers, 48.6K engagements
"Wo bhi ek zamana tha.💀"
X Link 2025-02-28T08:28Z [----] followers, [----] engagements
"🩸(-28%) Portfolio update Feb'25: - Cosmic CRF - 14.50% GSM Foils - 11.00% SJ Logistics - 8.10% Gargi - 7.70% Oriana Power - 6.50% Sonu Infratech - 6.50% - Trident Techlabs - 4.30% Aarvee Denims - 4.20% Shakti Pump - 4.15% Quest Lab - 3.65% Landmark Immigration- 3.25% MRP Agro - 3.15% Saj Hotels - 3.00% Beezaasan - 2.85% Apollo Microsystems - 2.75% Rikhav - 2.55% Transrail (MTF) - 2.45% Kalyani Cast - 2.10% - Viviana Power - 1.90% Effwa - 1.45% Felix Industries - 1.30% - 🤏Have a tracking position 1%: Kamat Hotel EMS Ltd (MTF) Kernex Microsystems Websol Energy - Might invest in the coming"
X Link 2025-03-04T04:30Z [----] followers, 18.2K engagements
"I asked Grok about the significance of Gensol's new credit rating downgrade. The answer is so insightful. Here- Based on the information available the downgrade was from CARE BB+ (not BBB-) to CARE D as reported widely on March 3-4 [----]. Let me clarify what this means and its implications. # What Does a "CARE D" Rating Mean A "CARE D" rating from CareEdge indicates default or a very high likelihood of default on financial obligations. Specifically it suggests that the company has either already failed to meet its debt repayment commitments (e.g. missed loan payments) or is in such severe"
X Link 2025-03-04T11:47Z [----] followers, 10.6K engagements
"Never seen a promoter with such confidence clarity and well spoken like Mr. Aditya of Cosmic CRF. India's SME segment needs more such promoters. Must-watch if you haven't already - https://youtu.be/9CnPHxODor0si=uVuhVDfLRDDI9fQw https://youtu.be/9CnPHxODor0si=uVuhVDfLRDDI9fQw"
X Link 2025-05-30T16:44Z [----] followers, 11K engagements
"👜 Portfolio Update for the month of May 2025: GSM Foils - 10.85% Oriana Power - 10.40% SJ Logistics - 9.25% Transrail Lightings (MTF)- 7.10% PNGS Gargi- 6.26% Kabra Jewels- 5.15% Cosmic CRF - 5.10% Kalyani Cast- 4.25% Desco Infratech- 4.15% - Quest Lab - 3.80% Beta Drugs - 3.65% Kore Digital - 3.45% Beezaasan - 3.30% Landmark Immigration - 3.30% Felix Industries - 3.00% Quality Power (MTF) - 3.00% Saj Hotels- 2.50% Kay Cee Energy- 2.50% Viviana Power - 2.05% - Jaybee- 1.90% Effwa Infra- 1.70% Kernex Microsystems - 1.50% Aarveeden- 0.5% - 🌱US Market portfolio - 1.00% - ⚠Disclaimer: My"
X Link 2025-06-02T21:12Z [----] followers, 29.5K engagements
"🚀Kore Digital - Great results for FY25 🧨Rev. is up by 210% 💰PAT is up by 185% - Cash flow jumped from -8cr to 13cr PE is dropped to [--] - Dis: invested and biased. #KDL #koredigital"
X Link 2025-06-05T14:27Z [----] followers, [----] engagements
"📝 Portfolio Update for the month of June 2025: [--]. GSM Foils- 11.40% [--]. Oriana Power- 11.15% [--]. Quality Power- 10.25% [--]. Transrail Lightings (MTF)- 7.00% [--]. Tembo Global- 6.70% [--]. SJ Logistics - 6.00% [--]. Cosmic CRF- 5.15% - [--]. Desco Infratech- 3.90% [--]. Alpex Solar- 3.85% [--]. Landmark Immigration- 3.70% [--]. Beezaasan Explosive- 3.40% [--]. Beta Drugs- 3.10% [--]. Felix Industries- 3.00% [--]. Kay Cee Energy- 3.00% - [--]. Danish Power- 2.75% [--]. Viviana Power- 2.60% [--]. Kalyani Cast- 2.20% [--]. Quest Lab- 2.00% [--]. PNGS Gargi- 1.90% - [--]. Aarveeden- 1.80% [--]. Effwa- 1.60% [--]. Kore Digital- 1.60% 23."
X Link 2025-07-01T11:53Z [----] followers, 52.6K engagements
"📝Portfolio Update: This time many changes. [--]. Oriana Power - 15.15% [--]. GSM Foils - 13.65% [--]. Quality Power - 11.40% - [--]. Transrail Lightings (MTF)- 9.30% [--]. Aarvee Denims - 7.35% [--]. Viviana Power - 4.65% [--]. Desco Infratech - 4.25% [--]. Alpex Solar- 4.20% [--]. Felix Industries - 4.15% - [--]. Akiko Global - 3.10% [--]. M&B Engineering - 2.70% [--]. Parth Electrical - 2.70% [--]. Creative Graphics- 2.70% [--]. Kay Cee Energy - 2.65% - [--]. Supreme Power - 1.70% [--]. Tembo Global - 1.40% [--]. Kernex - 1.20% - US Portfolio - 2.30% 💰Cash position: 5.40% - *Sold some non-moving stocks to catch FlySBS since IPO"
X Link 2025-08-16T16:05Z [----] followers, 44.4K engagements
"💼Portfolio Update: August'2025 (Mainboard companies 35.05% SME 64.95%). - [--]. #Oriana Power - 16.15% [--]. GSM Foils - 13.70% [--]. Quality Power - 12.20% - [--]. #Transrail Lightings (MTF) - 8.40% [--]. Aarvee Denims - 7.00% [--]. #Viviana Power - 6.85% - [--]. Akiko Global - 4.20% [--]. Felix Industries - 3.95% [--]. #Alpex Solar - 3.65% [--]. Desco Infratech - 3.65% [--]. Afcom Holdings - 3.35% [--]. Parth Electrical - 3.05% [--]. Creative Graphics - 3.00% - [--]. #Websol Energy (MTF) - 2.95% [--]. #Tembo Global - 2.60% [--]. Kay Cee Energy - 2.00% [--]. Sunita Tools - 1.30% - 💰US Portfolio - 1.90% - *Going to buy Kalyani"
X Link 2025-09-04T07:18Z [----] followers, 21.8K engagements
"Keep an eye on Cosmic CRF's stock price. [----] would be a great level to buy. Cosmic CRF might do 60cr PAT this year. Based on that it is available at below [--] PE. - We can ignore Amzen deal for now. Knowing Aditya ji's willpower he will not let his visions down just because of NCLT"
X Link 2025-09-08T14:19Z [----] followers, 13.6K engagements
"Oriana Power shouldn't be considered a SME company anymore. Mcap 5000cr 1000cr Rev. 160cr PAT and most importantly the vision execution capabilities credit worthiness of Oriana make it a class apart from all other SMEs. In today's AGM Oriana Power have reiterated their 2X guidance for FY26 and 2X in FY27 as well. Show me a single other listed company of this size which has such ambitious guidance with a Crisil A2+ credit rating. Yet Oriana is available around [--] PE for FY26. Optimistically below [--] PE in FY27. - Dis: Holding 16% of MY Pf hence Biased Pro Max"
X Link 2025-09-28T10:59Z [----] followers, 12.4K engagements
"Wo bhi ek din tha🙏🏻 Oriana has now at [----] and made it's new peak 🚀. 🤐Oriana 1380/- People who are selling at this stage too will regret it. 🤐Oriana 1380/- People who are selling at this stage too will regret it"
X Link 2025-10-06T13:58Z [----] followers, [----] engagements
"🗂Portfolio Update: November'25 (Mainboard 9% SME 91%) - 1⚡Oriana Power - 34.50% [--]. GSM Foils - 15.05% [--]. Quality Power - 8.40% [--]. Viviana Power - 8.15% - [--]. Felix Industries - 7.80% [--]. Akiko Global - 7.45% [--]. Rajesh Power - 4.00% [--]. Kalyani Cast- 3.90% [--]. Alpex Solar - 3.50% - [--]. Creative Graphics - 2.55% [--]. Cosmic CRF - 2.00% [--]. Sunita Tools - 1.75% [--]. Nephrocare - 0.80% [--]. WaareeIndo- 0.70% - *Want to buy SJ logistics. *Want to add more Nephrocare and Indo Solar. - ⚠Disclaimer: Please don't buy/sell any stock based on my portfolio. My portfolio churning rate is very high. Allocation"
X Link 2025-12-03T11:49Z [----] followers, 29.2K engagements
"@DesFanner Still -20% from the peak. - With that said ATH shouldn't be a benchmark to evaluate pf's performance graph. Comparing a portfolio to its peak performance would always bring pessimistic views only"
X Link 2026-02-03T10:56Z [----] followers, [---] engagements
"RT @Prakashplutus: I survived and recovered from followings in my career & did well & happy . I survived 56% fall in my portfolio in 2008"
X Link 2026-01-25T18:00Z [----] followers, [--] engagements
"RT @Alchemist1320: While market participants often evaluate deals through a very narrow lens of timelines winners and losers or the view"
X Link 2026-01-27T13:13Z [----] followers, [--] engagements
"It only feels bad because I don't have fresh cash to invest. Still Portfolio has outperformed all the major indices and MFs. All of my current holdings are available at heavily discounted valuation. EPS growth plus a little bit of PE expansion could reverse the blue chart massively🤞🏻. - Jai Trump chacha ki jai ho🙏🏻 Evolution of my Portfolio (in performance and investing style)- Pf +305.27% Nifty Smallcap [---] +108.44% Nifty +57.09% https://t.co/fOaJJicUSB Evolution of my Portfolio (in performance and investing style)- Pf +305.27% Nifty Smallcap [---] +108.44% Nifty +57.09%"
X Link 2026-02-01T21:12Z [----] followers, [----] engagements
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/creator/twitter::SunitXing