@microcp2mltibgr Billions of dollars spending with those 3 big war ships in east after a decade can't be for nothing. Next 2 days are crucial. Let's see if this sustains.
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Prasann Goud
2.9K posts
Prasann Goud
@PrasannG
I want nothing less than to be who I'm meant to be
Karimnagar, India Katılım Mart 2012
1.1K Takip Edilen164 Takipçiler
GIFT NIFTY up 200 points as crude oil prices crash, looks like the easy dip-buying opportunities this week may not come so easily. Stay sharp.
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@shivrockstar I now remember and feel funny how Narayan Murthy asked people to work for 70 hours a week where as US disrupted by automation. Now that we are just doing prompting 😄. Now this companies don't have 70 hours work for themselves to work and to show case to client.
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@shivrockstar I feel so bhai. Unless there is some big event like this war escalation, that's the only reason stopped me, that too weekend.
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Prasann Goud retweetledi
@WealthEnrich GE vernova after results spike didn't buy. We must never think about 5% or 10% if view is long term and not heavily investing in it..
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GE Vernova was ~ ₹600 in Feb'24 → now ~ ₹4,500 (~650%+ returns)
Shilchar Tech was ~ ₹2,500 → now ~₹5,300 (~110%+ returns)
All this happened when markets had many phases of volatility & corrections. These 2 stories are more about business strength than market mood.
I had spoken about both earlier in my tweets (multiple times since 2022) & am happy to share how & why it actually played out so well !
GE Vernova saw a strong T&D cycle kick in. Order inflows improved, execution picked up, margins expanded. Being a leader in T&D Technology was it's biggest stretch and the market started pricing future visibility instead of current earnings (which were improving too).
Shilchar Tech was more niche but a very agressive bet at the time in the transformers space. with strong demand, tight supply, solid margins & clean (one of the best in this domain) balance sheet. Smaller base, but consistent execution led to steady compounding & I still feel it is 1 of the best transformer story in Indi with export tailwinds.
Point to note here is that in both cases, earnings kept delivering, balance sheets stayed clean & sector tailwinds helped too.
Going forward I believe there is still a LOT OF STEAM left in these great #multibaggers ! 💯
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As expected , In SMEs I have noticed that at Breakouts , mostly heavy selling starts as volumes are available rather than buying.
Samisosa@samisosa1234
Yash High Volatge- What a journey from 400 to 700 in a month. Crazy ride...and twitter pe now seeing it coming into everybody's radar....Very difficult to understand why at 70 PE and not at 40 ? Risk rewards as Investor seems skewed but Power equipments across r going bonkers.
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Prasann Goud retweetledi
@VVVStockAnalyst What most impressed me is when you entered on April 1 by seeing market breadth even though there is very much panic around. And stocks selection like MTAR which just formed a flag in brutal sell and went to 40% 👏. Same with Hitachi. And that trailing with 5 MA.Very exceptional !
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How was your learning experience and curve after being a part of the VVV community in twitter.
Hit the like & express in comments if my live trades and execution alongside handling positions with rules helped you become a better trader.
Your ❤️ encourages me !
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@shiladitya4u When there is heavy volume selling, it should continue the next few days and consolidate and rise. I expected to fall today as well.
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Rajesh Power Services
Despite assurances by management, it seems Mr. Market is worried about the quality of earnings...
After a 15% crash yesterday, stock is down 5% more today. NO recovery whatsoever.
This is NOT NORMAL.
I don't know what market knows... it's possible I am missing something.
Stock is available at 12-13 PE TTM
and <10PE on FY27 EPS
Markets always continue to surprise !!
😇😇😇
Shiladitya@shiladitya4u
Rajesh power Q4FY26 Concall - highlights Lot of questions on elevated receivables. It was very clear that there are lot of concerns among investor community about the same which probably led to the sell off today. Management reiterated multiple times that there are no concerns on receivables. It is more of a timing issue, normal cycle of 45-60 days no concerns whatsoever It was due to very high billing in March, it will normalize soon. Out of 350 cr receivable outstanding as of 31st March, 150 crores is already received as of 23rd April Working capital cycle to be maintained 35-40 days Reason for doing BESS project to understand the BESS ecosystem and then enter into BESS EPC BESS EPC can become significant (15% of total revenue) in coming 2-3 years FY26 order inflow of 2740 Cr (includes 200 cr L1) - excluding GST, outstanding orderbook 3326 cr. I think there was expectation of >4000 cr orderbook Managment admitted that they expect some more orders in Q4 which has been delayed a bit and expected by Q1FY27. Expect >5000 cr orderbook by end of FY27 EBITDA margin to be maintained at 11-12%, similar margin profile in transmission and distribution FY27 growth guidance maintained at 40%, similar growth rate for next 2-3 years Current orderbook is 85-90% Gujarat, Gujarat will reduce to 75-80% in next 12-18 months ( expect more orders from Rajasthan Uttarakhand, Maharashtra) ----------- Overall, positive concall and solid guidance from management and also re-affirming of no concerns on receivables side. Given the cheap valuations, risk-reward seems good. Disc: Took a small position today. Please do NOT treat this post as a recommendation.
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@shiladitya4u Sterlite technologies I entered around 80 to 90 and then sold it around 110 . I remember promotors bought shares at that time. After selling then forgot it, it doubled.
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I have a momentum watchlist, which I keep checking to see when the momentum cracks,
But all I can see is the momentum getting even more stronger.
Most stocks here are at bubble valuations.
So, please exercise caution, and research properly before putting your money.
I wonder when the bubble will burst !!
Disc: Had invested in KSH, Qpower, Aeroflex. TDPower, Dee Dev in this list but exited.
Still holding Sterlite tech, sold partially.
Please do not treat this is as any recommendation.
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Prasann Goud retweetledi
Rajesh power : company of this size and calibre should have not been listed on SME platform.
Segment doesn’t have enough investor depth and profile to appreciate that growing on large bases is not a cake walk.
And then raw material volatility and war supply shock must have made execution even more challenging for all companies.
Such price volatility and then price crash on result gives very bad feedback to good managements as they are left wondering what exactly is the investor expectation.
Management’s best course of action would be to keep on pitching to investors who are active in both mainboard and SME while final redemption will only come once they reach main board.
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Booked all profits and closed all trades.
MTAR booked @ 43% profit
Hitachi booked @ 22% profit
BSE booked @ 18% profit
Closed Ather @ 3% loss & closed MCX @ marginal gains
A really wholesome month with almost 4% portfolio impact starting this year strong
The main reason is I’m having personal commitments for the next few days and wouldnt be available to handle positions.
Bien !
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@RajStockWatch Holding and will average for years to come. Happy if it falls more
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🍏RAJESH POWER SERVICES FY26 ANNUAL RESULTS. H2FY26 RESULTS. Rs.1215 was at 18.5p/e. Now 15.3x👍
BUT STOCK HAS CRASHED AFTER RESULT (market does not like the promoter or what?! That will be silly!)
Actually, these are good numbers.👍 >50% billing growth over an year with >Rs.1000Cr as base is no mean task. And with this result valuation is pretty low. This company needs serious re-rating . Techno Electric runs at 30/pe. Even if we take out its data center play.. it should be 26x. Viviana is at 31x. What is bugging Rajesh Bhai?!
H2 FY26 Vs.H1 FY26
REV: Rs. 994Cr Rs. Vs 640Cr 👍
PAT: Rs. 84.3Cr Vs Rs. 58.7Cr👍
(May Compare with H2FY25 Rev=Rs. 761Cr & PAT=Rs. 50Cr )
FY26 Vs FY25
REV: Rs. 1633Cr Vs Rs. 1079Cr 👍
PAT: Rs. 143Cr Vs Rs. 96Cr👍
IPO was in Dec 2024 at Rs.335 at 15p/e. Was listed at Rs.636.
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@RajStockWatch I wonder if FII or DII sold Rajesh power. Such high volume selling. Holding
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@terminator1229 Best thing you did to buy at 822. Why to care short term. Even if it gives good returns you like to sell? Keep it for years. I am holding at 1400 levels 😄 should have averaged . Waiting to average again if gets apportunity below 900 or 1000
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Prasann Goud retweetledi
Being able to do this at 66 is a bigger status symbol than an expensive car.
Wealth Mail@WealthMail
66 and still sticking with this core move—it targets every muscle in the abs perfectly
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@indianmk22 @darvasboxtrader Where are credits or darvas name in the poster ?
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Variable term in your hand (aX)
For a :-
1.First find the culprits which are draining your Time.(Excess sleep/mobile/gambling)
2. Live in Simplicity.
3. Influence your partner, keep them motivated to go hand in hand.
4. Build your inner self..(patience/control emotion/give more than expected from you )
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1. Don't do the thing which gives you regret instantly after itz done.
2. Always keep Positive thoughts for others..
Darvas Box Trader@darvasboxtrader
Examples of Negative C (-): Hectic job → No time to think about yourself,your skills. Family health issues → Mental bandwidth drain Unsupportive partner → Emotional friction Your own aggression → Self-sabotage Born with fewer resources → Slow start Unpredictable expenses → Financial instability
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Prasann Goud retweetledi
