Aakash Sharma
138 posts
Aakash Sharma
@Aakashh0113
Sincere student of Stock Market!
Katılım Ekim 2023
110 Takip Edilen23 Takipçiler
🚨 TCS CEO K Krithivasan’s salary increases by 6.3% in FY26 to Rs 28 crores per annum.
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Apart from Beta drugs,
Smallcap Pharma pack is on 🔥
Senores Pharma
Shilpa Medicare
Kwality Pharma
Sakar Healthcare
Fredun Pharma
Bliss GVS
............
Most of these companies are in high growth phase, and within reasonable valuations.
Also, this sector is relatively insulated from the war in Middle-East.
Shiladitya@shiladitya4u
Quite a few interesting high-growth pharma companies in the small & microcap space with solid earnings growth visibility in next 2-3 years & good risk-reward - Kwality pharma Sakar healthcare Senores pharma Shilpa medicare Beta drugs Disc: holding some, tracking rest
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Next multibagger?
Growing sector
Strong business
Mine is ____________
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@ishmohit1 Where is Indian government going Defence, Data centres, Power, and?
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Been a good strategy to spot liquidity
Go where the government is going in recent times
ishmohit@ishmohit1
Go where the government is going..Tracking international earnings is a different and interesting challenge too Massive beat by Intel Disclaimer: no recommendation to buy or sell. @ResearchSOIC
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U should stop anchoring to pre result price.
After results, don’t ask “stock already rallied 20%, can I enter?”
Ask “did earnings visibility improve more than the price?”
If business reality changed bigger than valuation, the rally may be the beginning , not the end.
Raghav Agarwal@Raghav_ag2004
@SureshKBN But sir,post results if a stock rallies, how do you satisfy yourself to enter at 20-30% higher valuation and even more steam is left.. just for learning
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@SureshKBN But sir how to identify or decode that it is just a one day move or we can see strong follow up. It should be something of surprise which is not priced in? - mostly sudden gain come through orders, results, updates and announcement. Do you consider getting orders as a good trigge
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I can tell 100 and make it like intellectual .. one thing more productive is just top gainers of day .. understanding why ? Is it chronic r acute 😀
Nandu Teju@NanduTeju3
@SureshKBN Sir , ur favourite resources to research companies for investment?
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@SureshKBN Sir, I read that NTPC is one of the best IPPs and can provide RTC power to DCs.
This is what AI is saying:
- Has base load (coal + gas) → already RTC by default
- Adding solar + wind + BESS + green hydrogen
- Executes FDRE / RTC tenders via SECI
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@SureshKBN I think DC will still need to keep the backup of diesel generators for it, no matter what the RTC provider for them is.🤔
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DC/AI needs reliable RTC power that is the first priority.
Not solar.
Not wind.
Not any fancy green narrative.
Unless it is grid-connected RTC power, or an IPP can take full responsibility for the 24/7 power headache.
DC players don’t care about the source atleast for now in india .For AI/data centres, the real product is not electricity.
It is guaranteed uptime.
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@Shashank1171 I don't know what will happen in those companies, but I'm sure about one thing: if the AI capex slows down, FIIs will come back to India aggressively.
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Imagine due to whatever reason AI capex speed reduces due to bubble burst or any other issue. Whose cash flows get impacted most? A fuel cell company that installed the power solution in 60 days collecting full payment or a turbine manufacturer promising delivery 3 years ahead?
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Fractal Analytics - 8% up!
Stocklifters@stocklifters
Breakout candidate - Fractal Analytics Will it be able to make it today?
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How come any one expects good results ? They gave many hints
Aakash Sharma@Aakashh0113
@SureshKBN Sir anything about TARIL numbers?
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E-mam-i many odds aligning 😄..many will cover this if all goes well
Suresh K@SureshKBN
see emami now
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@Iamsamirarora No company can run away from macro headwinds. You need to consider macros!
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If your investment process does not account for global issues, oil prices, interest rates, fx rates etc. you do not have an investment process.
Contrarian EPS@contrarianEPS
If your investment process gets affected by what's happens in Iran, you never had a process.
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