Duydt Duydt
12 posts
Such was the euphoria for Kaynes back then🙃
On top of that they have missed the guidance by a big margin
OCF continues to be negative
Stock is down 55% from ATH
Equity Insights Elite@EquityInsightss
Kaynes Tech is currently trading at 140x 🙃 For FY25: REV: 2,722 Cr PAT: 293 Cr Management has guided for 18,000 Cr REV by FY30, with PAT of 1,800-2,000 Cr (around 11% PAT margins) On FY30 numbers, if the company achieves this guidance, Stock is trading at ~22x earnings on FY30 basis🤯 This is essentially what the market is pricing in When expectations are stretched this high, eventual outcomes often disappoint Those who are invested here, but is the exit P/E are you factoring in ?
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The more anxious personality you are, the more sleep you need .
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@PJaseja Suggest a good read for nephritic and nephrotic syndrome. Tried prep and marrow .... very confused.
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If you’re diving into nephrology and actually want to go deep, this is the site you need.
A nephrology educational initiative that is modeled after the college basketball tournament, but with nephrology concepts. #Nephmadness
ajkdblog.org/category/nephm…
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@PJaseja I get so much to learn from your posts!! Keep it up.
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Came across this glossary by ILAE
Amazingly listed terms with their lateralizing and localising signs here....
Even the videos are available 🔥
#MedTwitter #NeuroTwitter
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@cactusofthar @SureshKBN I’m in a similar phase — still learning and figuring things out.
Would you be interested in collaborating and learning together?
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@SureshKBN okay, thanks for your valuable advice. I will update in 2-3 months what I could learn.
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I cannot tell what one should do. I can only tell what I did.
It all started with one question and I reverse engineered everything from there.
When my stocks were not working, I asked:
What is actually working in the stock market right now?
Then I studied it across contexts ,
market cycles, capital flows, sentiment shifts, positioning , along with basic TA.
I tracked:
– Which sectors are leading
– Who gets bought on dips
– Who fails even after good results
– How price reacts to earnings
In today’s AI era, information is abundant.
Edge comes from interpretation + context + repetition.
If I had to start from scratch today:
Learn structure.
Study cycles.
Follow money.
Respect price.
Keep asking what is working now and why.
No tips. No spoon feeding.
Just one honest question and consistent observation.
Cactus@cactusofthar
@SureshKBN How to being such a reader of situation like you read for PEAD? How to start and learn, how to practice and how to get better at it? I know there is no shortcut. I am asking for the hardway. I know it will take month or may be some years but I want to learn. Please guide.
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@a_tryambak @makemake_kbo @KobeissiLetter Actually, we do, but we ourselves can't afford it. There is no dearth of skilled craftsmanship in India. With this deal, hopefully, they will get their due.
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@makemake_kbo @KobeissiLetter We don't have that great furniture. Don't worry 😂
Chemical will actually help Europeans industries in the long term.
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BREAKING: Details of the historic trade deal between India and the EU have emerged:
1. Eliminates tariffs on ~90% of goods trade between EU and India
2. Set to double EU goods exports to India by 2032
3. Tariffs on cars from EU to India cut from 110% to 10%
4. Tariffs on wines from EU to India cut from 150% to 20%-30%
5. Tariffs on jewelry and textiles from India to EU cut to 0%
6. Tariffs on furniture, chemicals, leather, and metals from India to EU cut to 0%
This deal took nearly 20 years to reach and is being called the "mother of all deals."
India and the EU are looking to diversify away from the US.
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Will write a detailed note on this , and nuclear sector impact
Narendra Modi@narendramodi
The passing of the SHANTI Bill by both Houses of Parliament marks a transformational moment for our technology landscape. My gratitude to MPs who have supported its passage. From safely powering AI to enabling green manufacturing, it delivers a decisive boost to a clean-energy future for the country and the world. It also opens numerous opportunities for the private sector and our youth. This is the ideal time to invest, innovate and build in India!
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@itsnitinverma Can you shed some insights on how to read annual reports?
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The Indian Railways' CCTV installation project hasn't awarded a single contract yet; it's expected to involve multiple vendors. However, due to mandatory STQC certification, only four manufacturers can supply compliant cameras: Sparsh (Samriddhi Automation), PRAMA, CP PLUS (Aditya Infotech), and MATRIX (Matrix Comsec). These are likely to benefit.
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CCTV Industry 🔥🔥🔥
STQC certification requirements order monopolises the cctv industry in industry
securityupdate.in/stqc-certifica…
microcap investors@ShridhantS
BIG Breaking news 🔥🔥🔥 Indian railway planning to install CCTV camera in 75,000 coaches and 15,000 locmative tribuneindia.com/news/india/740…
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