Correspondens

2.3K posts

Correspondens

@correspondens

Ancora imparo. Small cap investor.

انضم Mayıs 2019

330 يتبع257 المتابعون

Correspondens أُعيد تغريده

Investindia@Investindia6·19h

people do not realize what vmarc is building it has highest growth of pat and revenue among all cable cos by a big margin. its already the 6th biggest cable co in india and next year should become the 5th. either polycab will buy it out or vmarc in 4-5 years will seriously start challenging the top 3 cable cos.

English

7.5K

Correspondens@correspondens·17h

Dhabriya Polywood excellent set 55% PAT growth in Q4

Correspondens@correspondens

Dhabriya Polywood results today. Very interesting housing proxy microcap company with in house brands delivering 20%+ growth coupled with steady margin expansion and healthy cash flows. Trades at 15x FY26 pe. Strong re-rating candidate if they continue to perform

English

Correspondens@correspondens·21h

@tushar9590 It's a 10-15 year bet and MDA has spent the last decade neatly arranged the 3 business (Oil, Jio, Retail) for his three heirs. May not have the fire to bet so big at this stage?

English

131

tushar@tushar9590·21h

When TATAs are doing it and doing it seriously with huge govt incentives on their side. What's stopping Reliance from doing it? It's not like there is no business sense for them in this.

tushar@tushar9590

When will Reliance (Jio) enter in semiconductor manufacturing?

English

5.5K

Correspondens@correspondens·21h

Classic Peter Lynch stock. Small, boring name, boring industry

English

Correspondens@correspondens·21h

English

181

Correspondens أُعيد تغريده

ANI@ANI·23h

Adani Green Energy Ltd (AGEL) has commissioned a cumulative 3.37 Gigawatt-hour (GWh) Battery Energy Storage System (BESS), the world’s largest single-location battery storage deployment outside China and among the fastest executed globally, says the company. (Photo source: Adani Green Energy Ltd)

English

710

4.2K

166.3K

Correspondens@correspondens·22h

Grand Continent Hotels 🚀🚀

Correspondens@correspondens

Grand Continent Hotels Up 19% today after a solid FY26 result, but still available at IPO price. Good management, healthy cashflows, and decent growth outlook (target 50%+ increase in keys in the near term). I like their business + leisure + spiritual customer segmentation. Looks like a reasonably priced mid value hotel play!

English

Correspondens@correspondens·22h

In the FT today - higher oil prices are here to stay, even if the Strait of Hormuz is reopened

English

Correspondens@correspondens·22h

Premier Energies promoters sell stake worth Rs 2,289 crore in bulk deal. Quant, Nomura among the buyers economictimes.indiatimes.com/markets/stocks…

English

133

Correspondens أُعيد تغريده

Aditya Mehta@aditya942000·1d

Sigma Advanced System Bumper Set!! 💥💥 Rev. up 6x🚀🚀🚀 Ebitda up 145.88 vs 29.18 5x🚀🚀 Ebitda margin 35% vs 42% PA up 7x🚀🚀 Cash flows NEGATIVE -224crs👎

English

131

11.2K

Correspondens@correspondens·1d

@manishlalwani9 If you don’t get allocation, study 3B BlackBio in the same segment

Correspondens@correspondens

3B BlackBio - india's only listed pure-play molecular diagnostics company - market cap ₹1150 crore, 19 p/e for 20%+ growth - molbio an unlisted peer valued at ₹15000 cr by temasek is going for IPO - genuinely differentiated R&D driven company, mgmt has been quietly building

English

235

Manish Lalwani@manishlalwani9·1d

102x subscribed. Biggest SME IPO till date #Qline. QIB 123x BHNI 62x SHNI 75x Individual 71x Total 2.35L applications. Personally didn't expect these many applications.

Manish Lalwani@manishlalwani9

Qline BioTech SME IPO closing today.

English

104

11.5K

Correspondens@correspondens·1d

Polymed 😨

English

111

Correspondens@correspondens·1d

IRCTC is an instructive example of what happens when you buy a good company at outrageous valuations - Stock was bid up to 250 p/e in 2021 Since then, PAT is up 8x but the stock is still down 50% A classic case of PE decompression. Why won't this happen in names like MTAR, Cupid, Eternal, Nykaa which are trading above 150 p/e?

English

383

Correspondens@correspondens·1d

@PTI_News @gupta_rekha Remember when ministers played Sweeper-Sweeper for a few days in 2014 and the country remains filthy 12 years later?

English

1.1K

Press Trust of India@PTI_News·1d

VIDEO | Delhi CM Rekha Gupta (@gupta_rekha) arrives at the Secretariat by DTC bus. Under the Delhi government's 'Metro Monday' initiative, the Chief Minister travelled by metro and DTC bus to reach the Secretariat. (Full video available on PTI Videos - ptivideos.com)

English

597

70.8K

Correspondens@correspondens·1d

@tushar9590 Average up, not down

English

tushar@tushar9590·1d

What has been your biggest learning from markets? Having been in markets for over 6 years now, my biggest takeaway is you always come out stronger after a rough period. Staying invested is the key.

English

2.9K

Correspondens@correspondens·1d

@chiragbarjatya You don't see this behavior in real life. So it's likely just organized propaganda on SM

English

2.5K

Chirag Barjatya@chiragbarjatya·1d

> Someone posts about wrong paper checking - he is pakistani > Someone posts about Jaisalmer cows death - he is deep state agent > Someone posts about on going petrol price hike - he is anti national What’s going on? I have a strong feeling there is a cult out there trying to discredit everything and every-time you raise a question. For reasons unknown to me. But this is very concerning. How can every question is related to deep state pakistan etc.

English

170

1.2K

6.7K

112.8K

Correspondens@correspondens·1d

Good result from Sacheerome. Margins have expanded from 13% to 25% in the last 3 years by sweating existing capacities. Now they have a 3x expansion coming online in a few months in response to strong demand visibility Good quality mgmt for a microcap

रिमी@amurfalcon1

Sacheerome Result

English

339

Correspondens@correspondens·1d

@ImHydro45 That’s a feature, not a bug

English

345