Nitish
242 posts

Nitish
@24nitishh
MBBS & BUY THE DIP INVESTOR 📉📈


#GRSE Management anticipates consistent upward revenue movement through FY26 and FY27. What will drive it ? Two facilities expected to be operationalized within a year in West Bengal. A new shipyard is planned on the West Coast (Greenfield exp). Few more dots 👇

Added one microcap SME — inflection-point story: • Growth phase just started • Mainboard migration expected within the next 3 months • Still attractively valued at current levels . Marquee investors


Jefferies on steel 🔍 1. China’s output cuts (-8% YoY) are shrinking exports (-13% YoY in Mar), tightening supply and lifting Asian spreads 2. Conversion spreads are rebounding from ~15-year lows, with more upside as China balance improves 3. India steel prices +20% CYTD (helped by 12% safeguard duty) and could rise further to ~₹65.8K vs ₹58K spot if global spreads normalize. 4. Earnings upgrades likely for JSW Steel & Tata Steel with strong EPS sensitivity to price gains. JSW Steel remains the top Buy! @CNBCTV18News @CNBCTV18Live





corporate governance red flags in #GNGElectronics. Promoter running TWO related businesses




















