Mithun Sarkar

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Mithun Sarkar

Mithun Sarkar

@MithunSarkari

Portfolio, Equity Research and Investment 🧵 Telegram : https://t.co/ZEDcctKwEp

INDORE, INDIA Katılım Ocak 2022
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Why power Transmission is a theme for next 5-6 years , what's the reason for this drive , huge growth , lets understand in simple way . These 3 are driving factors. 1. Rising power consumption 2. Govt. Renewable push 3. Grid Moderisation
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
“Don’t Buy a Stock Until You Answer These 8 Questions” Ask the RIGHT questions before investing in any stock 🧵👇 Most investors lose money, not because markets are bad… But because they ask the WRONG questions. Here’s a simple framework that actually works: 💡
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Mithun Sarkar@MithunSarkari·
@wideclops @Shashank1171 Not necessarily. Strong RS shows only buying interest, we can only use it to scan but then have to read concalls to figure our earnings momentum and future trajectory. Strong RS can be created by operators also.
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
The Strong RS list : Today was a good day for mkts and many stocks were moving high but we must focus on the good stocks which are in strong earnings momentum with good future visibility . Here are 15 of them : 1. Aeroflex 2. Sterlite Tech 3. Mtar tech 4. Modern insulator 5. Kirloskar oil 6. Krishana phoschem 7. Axiscades tech 8. Rossell Techsys 9. Sansera Engg 10. Aditya Infotech 11. Anand Rathi wealth 12. Atlanta Electric 13. Groww 14. BSE 15. TVS motors Do study , and comment if u like any of them .
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Anirban Manna
Anirban Manna@AnirbanManna10·
Unable to Understand the below scenario⏬ Some microcap investors are saying on X that the portfolio has hit ATH. While the Average Drawdown is now 58% from ATH (M Cap < 5000 cr).
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Nifty50 wt rebalanced 💡 Nifty 50 Rebalance and EPS update after Q3 . On 30th March , Nifty 50 was rebalanced with some wt changes. There was no change in constituents but some constituents like Hdfc, Icici, Reliance , TCS, Infy, SBI wt was reduced and wt was increased in Bharti, Bajaj Finance, Baj Finserv. As a result Nifty EPS changed from 1142 ( q3, Fy26) to 1138 . So in a way the NSE guys are going in right direction. 👍 Stay informed, stay updated.
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Rosstech : Must study this smallcap counter. Multi sector growth engine 🔥
Mithun Sarkar@MithunSarkari

🧵 Rossell Techsys: From Aerospace Supplier → Multi-Sector Growth Engine 🚀 1️⃣ Record Quarter. Hyper Growth Mode. • Q3 FY26 Revenue: ₹130 Cr (↑72% YoY) • 9M FY26 Revenue: ₹343 Cr (↑98% YoY) • 9M EBITDA: ₹44.2 Cr (↑118% YoY) • 9M PBT: ₹19 Cr vs ₹1.2 Cr YoY Highest quarterly revenue in company history. 🔥🔥🔥🔥🔥🚀🚀🚀🚀🚀

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Mithun Sarkar@MithunSarkari·
Must Study this logistics company riding the quick com wave .
Mithun Sarkar@MithunSarkari

🧵 Shadowfax Technologies — The logistics backbone of India’s digital commerce Recently listed Shadowfax is one of India’s fastest-growing logistics companies. From e-commerce to quick commerce, it powers millions of doorstep deliveries every day. Here’s a complete investor thread covering the business model, growth drivers, capex and key risks 👇 🔥🔥🔥🔥🔥

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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
7️⃣ What can be Hidden Risk going fwd ⚠️ • Trading revenue rising (~₹500 Cr) • Margins low (2–3%) • Working capital heavy 👉 If trading continues to rise: 📉 Cash flow quality may remain weak despite profit growth Final Takeaway : Krishana is the high growth trajectory with 40+ kind of FY27 guidance , Next 2 qtrs remain important to track . Must study 🔥🔥🔥🔥🔥.
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Mithun Sarkar@MithunSarkari·
6️⃣ Management Explanation ( must understand) • Receivable spike due to Q4 trading + subsidy timing • Expected recovery: Q1–Q2 FY27 🗣️"Trading is done to serve all variants , not for profit " 👉 “Cash flow stress is temporary” These things we need to track, as its the nature of biz, these govt subsidies take time to receive. Not permanent issue.
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Mithun Sarkar@MithunSarkari·
Krishana Phoschem : Q4 and concall updates. 1️⃣ Breakout Year • Revenue ₹2,418 Cr (+78% YoY) • PAT ₹180 Cr (+109% YoY) • EBITDA ₹298 Cr (+62%) 👉 Driven by volume + utilization (100%+) + strong agri demand 👉 This is execution-led growth, not just pricing.
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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Update : Added few more: 16. Sakar health 17. Ather Energy 18. Data pattern 19.Rubicon 20. NGL Finechem 21. Shriram Pistons 22. Apar ind 23. MCX 24. Hitachi Energy 25. GEVernova
Mithun Sarkar@MithunSarkari

The Strong RS list : Today was a good day for mkts and many stocks were moving high but we must focus on the good stocks which are in strong earnings momentum with good future visibility . Here are 15 of them : 1. Aeroflex 2. Sterlite Tech 3. Mtar tech 4. Modern insulator 5. Kirloskar oil 6. Krishana phoschem 7. Axiscades tech 8. Rossell Techsys 9. Sansera Engg 10. Aditya Infotech 11. Anand Rathi wealth 12. Atlanta Electric 13. Groww 14. BSE 15. TVS motors Do study , and comment if u like any of them .

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Mithun Sarkar
Mithun Sarkar@MithunSarkari·
Sterlite Tech : 🧩 Preform Integration – Hidden Strategic Advantage STL is one of the few players with backward integration into preforms (raw material for fiber). This means: ✔ Lower dependency on external suppliers ✔ Better cost control during supply tightness ✔ Protection from industry shortages In past cycles, preform shortages led to fiber price spikes. If demand tightens again (AI + FTTH + 5G), integrated players like STL benefit disproportionately. 👉 This is a structural moat, not just an operational detail. Detailed report posted earlier below.
Mithun Sarkar@MithunSarkari

Let’s understand what’s cooking in the Sterlite Tech story 👇 Is this the start of a multi-year breakout? 🚀 Stock just hit a 52-week high after ~150% run in 1 year. But is this just momentum… or a structural story? A deep dive 🧵

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Mithun Sarkar@MithunSarkari·
@SaravanaGanesh_ I don't track this, so can't say anything. Too small a company, by seeing the data I would have avoided.
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Keşfet

@wideclops @Shashank1171 @AnirbanManna10 @MohammedMo15392 @SaravanaGanesh_ @elonmusk @BarackObama @taylorswift13