Ayyappa

If your portfolio is down in these stocks, then hold 100% and add more. No worry, it's just a matter of some days and you will get multifold returns like after Corona. Tata power May my India Gravita Hind zinc Hind copper BEL HAL Avantel Midhani Rhim Graphite India Permanent magnet Awhcl Bhagya nagar Jindal drilling Maithan alloy Purva Bharat coal Tata motors Tata elxsi GRSE Electro steel casting Anything other then comment !

Must watch stocks in this dip and opportunity:- List is here: JSW ENERGY CHAMBAL FERTILISER SYRMA SGS VIMTA LABS ANANTRAJ MIDHANI Charts 📊 are below 👇

@TradingMarvel Thank you mam, waiting

If we can buy at high prices, then why not now? Now is the right time to add stocks to your portfolio at cheap rates 😎 Be ready to fill your bucket with long-term stocks. Use this dip as a golden opportunity. Tomorrow a small list will be updated with well-researched stocks that have good potential to catch the next rally.

@TradingMarvel Welcome back Mam 🙏🙏

Was busy due to a personal health issue. Now onwards with you. Tq for your love 🥰

When to Start Buying in the Current Market 1. Don't buy the dip. The stock can dip further 50%. 2. Don't buy low P/E. Q4 Earnings will be bad (so P/E will rise). 3. Buy when liquidity wave turns. Follow the speed of FII outflows, not just the volume. How to Follow Liquidity: Don’t Buy Stocks Till FII “Selling Intensity” Is High a. Selling intensity is a measure of the speed at which capital is exiting the market, rather than just the total volume of exit. b. “Net FII Outflow” tells you how much money has left the building. “Selling Intensity” tells you how fast everyone tried to escape through the exit door at the same time. c. DIIs can absorb FII exits only if FII selling intensity is low. SIP money comes in slowly every month. But FIIs have mountains of ready stock holdings. If they decide to sell fast, DIIs have no defence. Liquidity Impact on the Markets FII Selling Intensity Per Trading Hour = (Total Outflows in a Month) ÷ (Number of Trading Days in the Month x 6.25 Trading Hours Per Day) JAN-JUNE 2024 FII Selling Intensity: ₹18 cr per hour FII Net Outflow: (-) ₹14,000 cr Nifty 50 Return: 10.4% (1 Jan to 30 June, 2024) NOTE: Low FII selling intensity; High Nifty returns. JULY-DEC 2024 FII Selling Intensity: ₹84 cr per hour FII Net Outflow: (-) ₹66,000 cr Nifty 50 Return: 1.2% (1 July to 31 Dec, 2024) NOTE: High FII selling intensity; Low Nifty returns JAN-JUNE 2025 FII Selling Intensity: ₹152 cr per hour FII Net Outflow: (-) ₹1.14 lakh cr Nifty 50 Return: 8.2% (1 Jan to 30 June, 2025) NOTE: High FII selling intensity. DIIs aggressively pushed up Nifty 50 to hold sentiment, but could not defend midcaps & smallcaps against this intensity. By early 2025, 70% of all midcaps & smallcaps were trading below their 200-day moving averages. JULY-DEC 2025 FII Selling Intensity: ₹115 cr per hour FII Net Outflow: (-) ₹86,000 cr Nifty 50 Return: 2.4% (1 July to 31 Dec, 2025) NOTE: Moderate FII selling intensity; DIIs once again managed to defend Nifty 50, but could not stop the bloodbath in midcaps & smallcaps in the second half of 2025. JAN-MAR 2026 (Only 3 months) FII Selling Intensity: ₹339 cr per hour FII Net Outflow: (-) ₹1.27 lakh cr Nifty 50 Return: (-) 14.7% (1 Jan to 30 Mar, 2026) NOTE: This was the FII velocity shock (high-speed capital exit in a very short period), which DIIs were unable to absorb. Nifty 50 finally capitulated. When to Start Buying Stocks a. Stage 1 – High Intensity: Till FII selling intensity remains high, the stock prices may only go down further. So, stay out. b. Stage 2 – Moderate Intensity: When FII selling intensity moderates, stock prices may stagnate (further declines may be halted). It may still not be worth deploying your hard-earned cash in risky assets if there is stagnation (= no visible upside.) c. Stage 3 – Low Intensity: Once FII selling intensity reduces significantly, then don’t wait for FIIs to become net positive buyers. You cannot wait for 100% safety. When there is 70-80% visibility, go all-in before the entry door closes. d. Remember, there are 4 risks at present: (1) Global AI crash (2) Demand destruction in India due to IT job losses (3) Indian rupee depreciates further, triggering FII capital flight (4) SIP inflows slow down due to poor or no returns Against these 4 risks, you need to at least see a clear visible upside (better than FD returns) to deploy your life's savings in market-linked assets. What happens if any one of these 4 risks materializes? So, go slow, respect risk, and watch the liquidity. ENDQUOTE “Earnings don’t move markets. Liquidity moves markets.” – Stanley Druckenmiller, Legendary Investor @arabicatrader

Top 3 small cap fund - Bandhan small cap fund - Nippon India's small cap fund - Hdfc small cap fund Dis ~ No buy sell reco

🔥Quality Smallcap Stocks Available Now at Low P/E (Huge PE De-Rating) 💚💚💚💚💚💚 1. HBL Engineering (80 P/E — 22 P/E) 2. Keynes Tech (150 P/E — 59 P/E) 3. ACME Solar (250 P/E — 30 P/E) 4. Aether Industries (100 P/E — 59 P/E) 5. Manorama (85 P/E — 35 P/E) 6. Waaree RTL (50 P/E — 20 P/E) 7. Jeena Sikho (110 P/E — 35 P/E) 8. Apollo Micro (160 P/E — 80 P/E) 9. Vikram Solar (85 P/E — 14 P/E) 10. Quality Power (170 P/E — 55 P/E) 11. Balu Forge (40 P/E — 21 P/E) 12. Oriana Power (38 P/E — 15 P/E) 13. Shilchar Tech (45 P/E — 23 P/E) 14. Oswal Pump (25 P/E — 9 P/E) 15. ASM Tech (140 P/E — 52 P/E) 16. SG Finserve (30 P/E — 19 P/E) 17. GK Energy (29 P/E — 11 P/E) 18. Alpex Solar (25 P/E — 9 P/E) 19. Garuda Construction (28 P/E -13 P/E) 20. Indosolar (19 P/E — 5 P/E) 21. SRM Contractors (33 P/E — 10 P/E) Sales & Profit Growth 30% Above Promoter Holding 50% Above. Operating Profit Margin 15% Above Which one In Your Watchlist? Comment

🔥Top 20 SmallCap Stocks Consistently Growing Quarter by Quarter. 👉Q1>Q2>Q4>Q4 👉Profit Growth 30% Above - Jain Resources - Cupid - Thangamayil Jewellers - Azad Engineering - Manorama - Jeena Sikho - KPI Green Energy - Sky Gold - GNG Electronics - Diamond Power - KMEW - Senores Pharma - POCL - ARSSBL - Tatva Chintan - Indiabulls - SG Finserve - Alpex Solar - Khazanchi Jewellers - Ratnaveer Precision - Borana Weaves - SKM Egg Which One You have? Comment 👇

One of my friend Invested ₹5 Lakh in this Dip‼️ Any view ?

Belrise Industries - Aerospace Entry Deep Dive - What management REALLY said & what it means for investors ⤵️ 1️⃣ Aerospace Entry - Not New, Already in Motion 🗣️ “We have been working on aerospace for 2.5 to 3 years… entry via acquisitions” ▪️ Structured entry, not opportunistic ▪️ Built groundwork before acquisitions ▪️ Now officially inside global aerospace ecosystem ➡️ Insight: This is a planned diversification, not trial and error. 2️⃣ How They Entered (Execution Route) ✦ Acquired SDM (France) ▪️ Entered supply chain of: - Largest global aircraft OEM - Fighter aircraft OEM 🗣️ “We have entered supply chain of marquee aerospace customers” ✦ Acquired Chester Hall (UK) ▪️ Entry into: - Aerospace engine ecosystem - Space & satellite manufacturing ➡️ Insight: Europe acquisitions = customer access + credibility 3️⃣ Scale of Entry (Hidden Big Positive) 🗣️ “Working with 6 aerospace & defense OEMs” ▪️ Multi-OEM presence already ▪️ Not dependent on single client ➡️ Insight: Faster scaling possible vs single OEM dependency 4️⃣ Revenue Contribution (very important) 🗣️ “Will be a meaningful contributor in medium term” ▪️ Current contribution → Negligible / Early stage ▪️ SDM revenue: ~€3 to 4 Mn expected FY27 ▪️ Still incubation phase ➡️ Reality Check: ▪️No immediate earnings impact yet ▪️This is a forward looking growth engine 5️⃣ Execution Model - Core Strategy 🗣️ “European footprint + India manufacturing base” ▪️ Europe → OEM relationships ▪️ India → Cost advantage + scale ➡️ Insight: ▪️Classic global supply chain model ▪️Margin expansion lever over time 6️⃣ Financial Discipline (Underrated Point) ▪️ SDM acquired at ~0.1x sales ▪️ Chester Hall at ~6x EV/EBITDA ▪️ EPS accretive from Day 1 7️⃣ What Happens Next (Critical Phase) From management commentary: ▪️ India aerospace manufacturing setup ▪️ Scaling OEM relationships ▪️ Converting access → large orders ➡️ This is where story will be decided 🧭 Investor Compass Takeaway ▪️ Belrise has already entered aerospace supply chain ▪️ Current revenue impact = minimal ▪️ But positioning = strong for next 3 to 5 years ➡️ This is a Phase 2 story: Execution > Narrative What to Track Closely ▪️ Order inflows from aerospace OEMs ▪️ India manufacturing ramp-up ▪️ Revenue contribution visibility ▪️ Margin profile vs auto business No Buy/Sell Recommendation #StocksInFocus #StocksToWatch #Belrise #Aerospace

🔥Top 20 SmallCap Stocks Consistently Growing Quarter by Quarter. 👉Q1>Q2>Q4>Q4 👉Profit Growth 30% Above - Jain Resources - Cupid - Thangamayil Jewellers - Azad Engineering - Manorama - Jeena Sikho - KPI Green Energy - Sky Gold - GNG Electronics - Diamond Power - KMEW - Senores Pharma - POCL - ARSSBL - Tatva Chintan - Indiabulls - SG Finserve - Alpex Solar - Khazanchi Jewellers - Ratnaveer Precision - Borana Weaves - SKM Egg Which One You have? Comment 👇

List of 8 #stocks (TOP GAINERS TODAY) with their Fair Values 1/ Quality Power Electrical #qpower

Shortlisted Equity Mutual Funds (March 2026) ✔️ Minimum 3-year track record ✔️ Sharpe Ratio > 1 (efficient risk-return trade-off) ✔️ Sortino Ratio > 1 (downside risk efficiency) ✔️ Positive Information Ratio (benchmark outperformance consistency) ✔️ Alpha > 1 (true excess return generation) This shortlist represents funds that have delivered not just returns, but quality of returns. 📅 Data as on: 20-03-2026 📊 Source: Value Research For PDF please subscribe to: 🔗 Telegram: t.me/+MVCmKWU5l6BiY… Internal research-based analysis. Not a recommendation. Past performance does not guarantee future returns.

Why mutual funds investing are safe instead of direct equity buying in the stock market? (*Only for those who haven't proper knowledge of Stock market. ) See the real portfolio value 👇 Someone sent me their portfolio screenshot 😰

8 Stocks I'm tracking to add if more correction comes⚡️ 1. Dynamtic Tech

✨Parag Parikh Flexi Cap in 2023 vs 2026. Same fund. Same fund manager. Completely different portfolio. India's largest actively managed mutual fund quietly made one of the biggest strategic pivots I've seen — and most investors holding it have no idea what changed. I went through 3 years of monthly disclosures. Here's what Mr. Rajeev Thakkar actually did: 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗡𝘂𝗺𝗯𝗲𝗿𝘀 AUM in early 2023: ~₹30,000 Cr AUM in March 2026: ~₹1,34,000 Cr That's 4.5x in 3 years. But the portfolio didn't just grow. It shapeshifted. 👉𝗦𝗵𝗶𝗳𝘁 #𝟭: 𝗨𝗦 𝗧𝗲𝗰𝗵 𝗗𝗲-𝗥𝗶𝘀𝗸𝗶𝗻𝗴 2023: Foreign equity was ~17-18% of portfolio → Alphabet ~5%, Microsoft ~5%, Amazon ~4%, Meta ~4% → US tech was the defining identity of this fund 2026: Foreign equity dropped to ~10.5% → Alphabet ~4%, Microsoft ~2.7%, Amazon ~2.4%, Meta ~2.7% → Still there, but no longer the star of the show They didn't panic-sell. They just stopped adding. As AUM grew 4.5x, the US allocation was diluted by design. Quiet, deliberate rebalancing. 👉𝗦𝗵𝗶𝗳𝘁 #𝟮: 𝗟𝗼𝗮𝗱𝗶𝗻𝗴 𝗨𝗽 𝗼𝗻 "𝗕𝗼𝗿𝗶𝗻𝗴 𝗜𝗻𝗱𝗶𝗮" This is where it gets really interesting. The stocks PPFAS has been aggressively buying are not what fintwit would call exciting: → Coal India — high dividend, government cashflow machine → Power Grid Corporation — ₹6.92% of portfolio, massive accumulation → ITC — grew from minor position to 5%+, added crores of shares every single month through 2025 → HDFC Bank — now the #1 holding at 7.73% → ICICI Bank, Kotak Bank — steadily increased These are cash-rich, dividend-paying, low-PE giants. Not the high-growth darlings that dominate social media watchlists. 👉𝗦𝗵𝗶𝗳𝘁 #𝟯: 𝗧𝗵𝗲 𝗖𝗮𝘀𝗵 𝗣𝗶𝗹𝗲 2023: Cash allocation ~12-13% 2026: Cash allocation ~24-25% Read that again. India's largest active equity fund is sitting on roughly ₹33,000 crore in cash. That's not laziness. That's a statement. Thakkar is telling you: "I can't find enough cheap stocks to deploy this money into." When a value investor hoards cash, it means they think the market is expensive. When they do it while simultaneously buying Coal India and Power Grid, it means they're preparing for a downturn by loading defensive, dividend-heavy positions. 👉𝗦𝗵𝗶𝗳𝘁 #𝟰: 𝗧𝗵𝗲 𝗥𝗲𝗰𝗲𝗻𝘁 𝗠𝗼𝘃𝗲𝘀 — 𝗚𝗮𝘀 & 𝗛𝗼𝘂𝘀𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 February 2026: Added Mahanagar Gas + Indraprastha Gas (city gas distribution) September 2025: Added Aptus Value Housing Finance November 2025: Added Indus Towers + TCS Gas distribution + affordable housing + telecom infrastructure. These aren't glamour plays. They're structural India bets — regulated businesses with predictable cashflows. Meanwhile, exited: MCX, IPCA Labs, ITC Hotels, Himadri Speciality, HP Adhesives, Laxmi Dental Pattern? Dumped the cyclical/speculative names. Loaded the boring compounders. 👉𝗧𝗵𝗲 𝗛𝗶𝗱𝗱𝗲𝗻 𝗦𝗶𝗴𝗻𝗮𝗹 Here's the number that tells you everything: PPFAS portfolio PE: 17.51 Flexi cap category average PE: 27.28 PPFAS is running a portfolio that's 36% cheaper than its own category. While the rest of the market chases momentum, they are buying yield. 👉𝗧𝗵𝗲 𝗣𝗮𝘁𝘁𝗲𝗿𝗻 𝗕𝗲𝗵𝗶𝗻𝗱 𝗜𝘁 2023 PPFAS = "Global tech + Indian quality" 2026 PPFAS = "Domestic cash cows + massive cash buffer" The fund hasn't changed its philosophy. It's still buying businesses below intrinsic value with strong cashflows. What changed is WHERE that value exists. In 2023, it was in beaten-down US tech (post-2022 crash). In 2026, it's in boring Indian dividend aristocrats that nobody on Twitter wants to talk about. Mr. Thakkar and Team aren't predicting a crash. They're positioning for a world where returns come from dividends and compounding — not from PE re-rating. That's either very smart or very early. Usually, with Rajeev Thakkar, it's both.

For the long term. Bought Mutual Fund Nippon india large cap Bandhan small cap Paraq Parikh Flexicap HSBC Midcap

Nifty smallcap 100 down 4.6%🔻🔻🔻 Brutal carnage in small caps.

NIFTY MICROCAP 250 2% away from new 52 weeks low and 30% away from All time high.

Power T&D - Good stocks to track GE Vernova Hitachi Energy Tata Power JSW Energy PowerGrid Apar Industries KEC Intl KEI Industries Transrail Skipper Advait Energy Shilchar Atlanta Electricals TARIL Quality Power TD Power Modern Insulators No reco. DYDD. Follow @vishan_29 for more updates.