Farshad B
629 posts
Farshad B
@FBAB55
Just a curious sponge. Love reading about and doing business analysis. Naive investor. Tech and FSI enthusiast. Liverpool fan.
Dubai, United Arab Emirates 가입일 Ocak 2022
378 팔로잉334 팔로워
Nifty 19600 loading or 24000 loading in one month ?
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Mumbai Indians broke the tag after 13 years
Decimated KKR in 1st match
Rohit on roll and LORD SHARDUL is back
alphaaffairsf2f@alphaaffairsf2f
Mumbai Indians have not won their 1st match of IPL since 2012 Thats whole 13 ..cking years And they would like to change that tag desperately Match is with 2024 IPL winner KKR 🏆 🏆 🏆 🏆 #ipl
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Mo, just a BIG BIG BIG thank you from the bottom of my heart. Grateful for all the happiness you brought in to the lives of LFC fans for so long. You will always be our KING. And YOU WILL NEVER WALK ALONE @LFC @MoSalah
Mohamed Salah@MoSalah
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KMEW
Worked out well
alphaaffairsf2f@alphaaffairsf2f
KMEW Exit Can go wrong but money saved is money earned as well
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Nvidia to invest $2 billion each in coherent and Lumentum ✅
ishmohit@ishmohit1
Grateful that team @ResearchSOIC identified Optics theme at the right time.. Sharing our work on both Lumentum and Coherent :) Examples of how tailwinds can be spotted globally!! drive.google.com/file/d/1AzBWVd… drive.google.com/file/d/10GmaIw…
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Grateful that team @ResearchSOIC identified Optics theme at the right time..
Sharing our work on both Lumentum and Coherent :)
Examples of how tailwinds can be spotted globally!!
drive.google.com/file/d/1AzBWVd…
drive.google.com/file/d/10GmaIw…
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@alphaaffairsf2f 🔥. Last week hi khareed daari hui hai yahan. Kaafi time se ise pe nazar thi
हिन्दी
Axiscades
Excellent numbers QoQ and YoY
Ab kya karna hai !!
You know right
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@alphaaffairsf2f BEL - My first ever multi bagger. Fond memories. Such a smooth Rolls Royce company
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Bharat Electronics Limited (BEL), has secured additional orders worth Rs.581 Cr. since the last disclosure on 23rd Jan 2026.
Major orders received include communication equipment, radar warning receivers,tank sub systems,radar, software solutions, upgrades, spares, services etc
alphaaffairsf2f@alphaaffairsf2f
Bharat Electronics Limited (BEL), has secured additional orders worth Rs.610 Crore since the last disclosure on 8th Jan 2026. Major orders received include communication equipment, medical electronics, thermal imagers, jammers, spares, services etc
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@alphaaffairsf2f Missed an absolutely golden opp at a home WC. No doubt Ishan jumped ahead of him (kudos to him for crazy comeback in SMAT and then T20Is)…..feel for Sanju but he missed out on his own
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Did he earned his cap
May be not
The way he got 5 chances recently and what happened
Zilch
Mahi Patel@Mahi_Patel_07
Sanju Samson has been part of a total of 10 T20 World Cup matches combined across 2024 and 2026, so let’s take a look at his contributions: T20 WC 2024 – Match 1: Water Boy T20 WC 2024 – Match 2: Water Boy T20 WC 2024 – Match 3: Water Boy T20 WC 2024 – Match 4: Water Boy T20 WC 2024 – Match 5: Water Boy T20 WC 2024 – Match 6: Water Boy T20 WC 2024 – Match 7: Water Boy T20 WC 2024 – Semi-final: Water Boy T20 WC 2024 – Final: Water Boy T20 WC 2026 – Match 1: Water Boy At least give him one match, man 😭
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KRN heat
One more good results in Q3FY26 after good Q2 FY26
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@alphaaffairsf2f I remember ICT under Dada also had a long streak of losing in finals.
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What is a Heartbreak!!
DC-W in the WPL finals
Lost by 7 wkts vs MI, 2023
Lost by 8 wkts vs RCB, 2024
Lost by 8 runs vs MI, 2025
Lost by 6 wkts vs RCB, 2026
DC-W is the second team to lose four finals in Women’s franchise cricket after Brisbane Heat.
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@alphaaffairsf2f Actually I am surprised that people are only quoting 8-10%. Generally the actual to quoted factors are much higher 😂
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X par sabka PF 8 10% upar hai aaj
What crime I did man 👨 MINE IS TOO LESS
May be they belong to Jupiter planet
And
I belong to Earth 🌎
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@alphaaffairsf2f Very good capture. Kalyani might be the dark horse coming out of this budget. Syrma and Anant Raj are in sweet spot. “Lifts / Elevator” was also mentioned clearly in infra - maybe LT Elevators in SME can be looked at.
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Budget 2026
#budget
#budget2026
Infrastructure, Capital Goods, and Cement:
Proxies or smaller peers of L&T, ABB, Siemens
Manufacturing and Export-Oriented Sectors:
Bharat Forge, Balu forge, Syrma, Kaynes, and Dixon Technologies could gain
High speed Railways -- HBL, Kernex, Kalyani Cast tech
Technology IT, AI, Data center, Semiconductors:
MTAR, Infobean, E2E, Anant Raj, Techno electric, Netweb, Izmo--many other names
Nuclear -- MTAR, TD Power, Azad
Defence:
It's still the sector to play ---Krishna, CFF, Avantel, BEL, HAL, Zen tech, Azad engineering many others
Energy Oil & Gas, LNG, Renewables
Time technoplast, Cryogenic OGS and Few others
Financials (Banks, NBFCs, Bond Markets
Focus on midcap major banks
Tunnels, Mining, containers --
Focus on crane suppliers, Tool suppliers
will share more as more clarity emerges
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@alphaaffairsf2f Want Djoker to win but Alcaraz is crazy talented and fit
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@alphaaffairsf2f Off late, This one is honestly keeping my head just above water 😂
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As soon as mkt became a bit better
it hit 1090 (~1100)
see
Krishna Defense
alphaaffairsf2f@alphaaffairsf2f
Krishna def May have crossed 1000 if mkt was not so bad
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