Amol Kankariya

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Amol Kankariya

Amol Kankariya

@Amolkank

A Chartered Accountant With Interests In Capital Markets, finance.tweets for Educational purposes not intended for investment /trading .Not SEBI Registered!

PUNE Katılım Aralık 2010
181 Takip Edilen988 Takipçiler
Amol Kankariya
Amol Kankariya@Amolkank·
@StocksAndStoics If these are figures . Logically ancillary of following manufacturers should benefit similarly
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Ankit
Ankit@StocksAndStoics·
India auto Q4FY26 volume growth (YoY): Two-Wheelers (2W): TVS Motor: 27% | Hero MotoCorp: 24% | Bajaj Auto: 24% | Eicher Motors: 12% Passenger Vehicles (PV): Tata Motors: 37% | M&M: 23% | Maruti Suzuki: 12% | Hyundai: 7% Commercial Vehicles (CV): Tata Motors: 25% | Ashok Leyland: 19% | Eicher Motors: 18% | M&M: 12% Tractors: M&M: 36% | Escorts: 21% Source: Compiled from monthly press releases by the companies
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Ankit
Ankit@StocksAndStoics·
@AgrawalAnkittt Sure, please feel free to share the names. I am going to sleep now, but we can discuss this tomorrow. I will also share a few names from my side then.
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Ankit
Ankit@StocksAndStoics·
Avoided SMEs completely in the last cycle due to the frenzy across SME IPOs, secondary market & valuations. However, with the recent deep correction, this space is starting to look very interesting for research, particularly for businesses where earnings are backed by strong operating cash flows. Would be keen to track and research such names in the SME space going forward.
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Jiten Parmar
Jiten Parmar@jitenkparmar·
2 minute silence to all those who sold during last couple of days of last FY for tax harvesting and thought of buying back today. In fact, quiet a few friends had been advised by their CAs to do so (it's a fact, nothing against the CA profession-most of them are the brightest minds). I had over the years learnt to avoid doing these tax deferrment (yes, it's tax deferred, not saved) in the last few days of financial year. Last year markets went up a lot on Mar 30 onwards. This year market has gone up a lot today. The point is market can move violently during these days. If any tax harvesting is to be done (it's legal), one should finish before Mar 15.
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Samir Arora
Samir Arora@Iamsamirarora·
Learnt a new photo trick today.
Samir Arora tweet media
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Amol Kankariya
Amol Kankariya@Amolkank·
@Bear747666 I only suggested the mgmt to hive off this loss making subsidiary n gladly they did it ! U will find better results in the cmg year ! Meaning the opportunity in whose court !
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Kp
Kp@Bear747666·
@Amolkank There is no volume in the stock. And it's continuous in losses. Now u hold a major chunk in this share and do something about it. If u know what i mean🐂
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Amol Kankariya
Amol Kankariya@Amolkank·
#Ucal CO diluted its stake in Ucal USA , which was biggest pain point ! Now no consolidation of losses ! Going forward only domestic and standalone entity financials relevant. Which offer super duper deep value to investors
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Amol Kankariya
Amol Kankariya@Amolkank·
@igenesys_1996 Is Genesys applying for digitisation of water infrastructure as contemplated in JALJEEVAN mission
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Amol Kankariya
Amol Kankariya@Amolkank·
@Iamsamirarora Got the intended pun! But the writers intention is u enter in recommended Funds on the dip first n then thank him . Because entering the dip whether in Helios or other funds all would result in bumper harvest ! Entering in dip is point , which u need to appreciate
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Suryansh Tiwari
Suryansh Tiwari@Suryanshti777·
Everyone is using Claude Only 1% are actually leveraging it The difference isn’t access. It’s the prompt. I tested 1000+ prompts. Refined them. Broke them. Rebuilt them. That’s how I moved into that 1%. Today I generate $2,000–$4,000/month Just by giving Claude better instructions. Most people blame the AI. The real problem is vague prompts. So I’m giving away my Top 21 Claude Mega Prompts — copy-paste version. Universal. Tested. Built for real results. If you know how to instruct AI properly, you gain unfair leverage. How to get it: • Follow (so I can DM you) • Comment “prompt” • Like + RT Miss a step = no access
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Amol Kankariya
Amol Kankariya@Amolkank·
#UPL. Market hammering UPL based on media analysis of UPL becoming holding Company! However UPL listing of ADVANTA to give it adequate bandwidth to future disposal of ADVANTA at better valuations so as to reduce debts
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Amol Kankariya
Amol Kankariya@Amolkank·
@StocksAndStoics What’s the status on revival of Jal jeevan scheme ! It plays major role in demand revival
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Ankit
Ankit@StocksAndStoics·
All the major PVC pipe companies Astral, Apollo Pipes, Finolex, Prince Pipes and Supreme Industries highlighted demand recovery starting Jan’26 during Q3 concalls, with expectations of a stronger Q4. Q3 result for PVC pipe companies was also impacted by inventory losses caused by downward trend of PVC resin prices. However, there should not be any inventory losses in Q4 as PVC resin prices have gone up by 12% in Q4 so far.
Ankit tweet mediaAnkit tweet media
Ankit@StocksAndStoics

During their Q1FY26 earnings calls, most of the PVC pipe players including Supreme, Astral, Prince Pipes had guided towards a recovery from Q2. Last month, DGTR also recommended the imposition of anti-dumping duties on PVC resin imports from China, Korea, Japan, Taiwan, and some other countries. So far in Q2, Reliance has announced an increase of 6% in PVC resin prices, which may lead to channel restocking as PVC resin prices are not likely to go down from here. A comparison of PVC pipes players:

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Amol Kankariya
Amol Kankariya@Amolkank·
@tathagata2 Saw the Sources , no where any genuine source found for this content ! Infact found that he was staying with Valmiki , so called Harijans , in their society ! History is being rewritten , brains being washed! Very unfortunate.
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Tathagata Roy
Tathagata Roy@tathagata2·
The truth about this charlatan is now coming out in the open. Mohandas Gandhi once recited the Quran at the Valmiki Basti temple in Delhi. A woman stood up from the crowd and asked Gandhi not to do that. Gandhi asked, "Why?" The woman said that it was against our religion. Gandhi said, "I don't believe that." The woman replied that we do not consider you qualified to dictate our religion.  Gandhi said, "Take the vote of the people there." "Can religion be decided by vote?" the woman asked. "You are interfering with my religion," Gandhi replied. The woman replied that he was illegally interfering with the religion of crores of Hindus. Gandhi said, "I will listen to the Quran." The woman said that she would oppose it. Hundreds of Valmiki youth stood by the woman and said, "Read the Quran in this temple, but before reading the Quran in the temple, recite the Gita or the Ramayana in the mosque." Seeing the protests increasing, Gandhi called the police who arrived and arrested the protesters. 107 cases were registered against them. Later, Gandhi recited the Quran under police protection in the same temple. People dislike Gandhi because of his hypocrisy.
Tathagata Roy tweet media
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Amol Kankariya
Amol Kankariya@Amolkank·
@rohaninvestor From question it seems Investing author intends! Going from past records Investors didn’t have any particular formal education . However understanding of accounts key to understand markets ! Dhando paaani other key understanding thro common sense ! MBA/CA/CFA all can have that !
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Rohan Das
Rohan Das@rohaninvestor·
So which degree is BEST for investing and share market success? MBA? CA? CFA?
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