t suresh kumar

@InvestRepeat Your analysis is totally wrong. HDFC BSNK GAVE 1:1 BONUS IN 2025 which effectively doubled the money for investors. Please check and rectify your figures.

⚡️ May 2021 HDFC Bank = ₹730 UTI Nifty 50 = ₹97 ⚡️ May 2026 HDFC Bank = ₹730 UTI Nifty 50 = ₹165 Nifty 50 generated 70%+ return during the same time when HDFC generated 0% return. Also, let's not forget Nifty 50 has 10%+ exposure to HDFC. This is why for majority of investors, mutual funds are way better than spending time on direct stock picking. Your focus should be on spending time to increase income.

@KobeissiLetter These tweets are a delight for option traders...

BREAKING: Iran's Supreme Leader Mojtaba Khamenei has issued a directive that the country's highly enriched uranium should not be sent abroad, per Reuters. Israeli officials also said that ‌President Trump has assured Israel that any peace deal must include a clause removing Iran's highly enriched uranium from the country. Oil prices are back above $100/barrel on the news.

@raghavwadhwa Sad thing is our planners visualise this when sky falls on our head... or neck deep in muddy Waters. China saw this much earlier and built up huge capacity already.

Coal Gasification. India's largest import substitution plays since solar. The Cabinet just approved a ₹37,500 crore scheme to back it. The headline number is not the real number. The real number is ₹2.77 lakh crore. That's what India paid last year importing LNG, urea, ammonia, methanol and ammonium nitrate. Every product on that list can be made from coal. Almost nobody is asking who is already building this. So, I went and pulled the order book. First, what coal gasification actually is. It converts coal into syngas, a mix of carbon monoxide and hydrogen. Syngas then becomes methanol, ammonia, urea, ammonium nitrate, Synthetic Natural Gas, hydrogen and industrial fuels. So instead of paying foreign suppliers in dollars, India pays domestic miners in rupees. The scheme: 🔹 Outlay: ₹37,500 crore 🔹 Target: gasify 75 MT of coal (national goal 100 MT by 2030) 🔹 Investment expected: ₹2.5 lakh crore to ₹3 lakh crore 🔹 Subsidy: up to 20% of plant and machinery cost 🔹 Cap per project: ₹5,000 crore 🔹 Cap per product (except SNG and urea): ₹9,000 crore 🔹 Cap per entity group: ₹12,000 crore 🔹 Coal linkage extended to 30 years The 30-year linkage is the line most analysts will miss. Coal gasification plants are ₹10,000 crore plus capex. No board commits that without feedstock certainty for the full asset life. This is what de-risks the entire scheme. The order book is not theoretical. The new ₹37,500 crore outlay builds on the ₹8,500 crore scheme from January 2024 under which 8 projects worth ₹6,233 crore are already in execution. The pipeline has been quietly building for 18 months. The value chain has four layers. Here is who is already in. 👉Layer 1, coal owners: 🔹 Coal India: parent of BCGCL (JV with BHEL for coal-to-ammonium nitrate, ₹11,782 crore at Jharsuguda) and CGIL (JV with GAIL for coal-to-SNG at Sonepur Bazari, ₹13,052 crore). Plus, a standalone ₹12,214 crore coal-to-SNG project in Maharashtra. ₹1,350 crore incentive already received per project. 🔹 NLC India, NTPC: lignite and coal-linked optionality. 👉Layer 2, technology and EPC: 🔹 BHEL: 49% equity in BCGCL. Won LSTK-1 (gasification + air separation + steam) and LSTK-2 (raw gas purification) of the BCGCL project. Uses its own indigenous Pressurised Fluidised Bed Gasifier technology. The only Indian company with a commercial coal gasification tech stack. 🔹 Larsen & Toubro: won LSTK-3 (ammonia synthesis) and LSTK-4 (nitric acid + ammonium nitrate + prilling) of the same BCGCL project. Both booked as "large" orders by L&T Energy Hydrocarbon Onshore. 🔹 Thermax, ISGEC Heavy Engineering, Triveni Turbine: second-order exposure on boilers, steam systems, turbines and auxiliaries. 👉Layer 3, downstream chemicals and fertilisers: 🔹 GAIL: equity in Talcher Talcher Fertilizers Ltd and CGIL plus offtake economics on coal-to-SNG. 🔹 RCF, NFL, GNFC, GSFC, Chambal, Coromandel, Tata Chemicals: long-cycle demand and feedstock optionality. 👉Layer 4, ammonium nitrate, methanol and explosives users: 🔹 Deepak Fertilisers and Petrochemicals: 40% market share in Technical Ammonium Nitrate. 587 KTPA current capacity. Building 376 KTPA expansion at Gopalpur for Q1 FY27 that takes total past 1 MMTPA. Backward integrated via 500 KTPA ammonia plant at Taloja that cut India's ammonia imports by roughly 20%. Also, one of India's five major methanol producers. 🔹 Solar Industries: India's largest industrial explosives player. Heavy AN user. Margin sensitive to domestic AN economics. 🔹 GNFC: methanol, formic acid, acetic acid. Signed 50-50 JV with INEOS in November 2024 for a 600 KTPA acetic acid plant at Bharuch. 🔹 Petronet LNG, Gujarat Gas, IGL, MGL: substitution-risk angle over a decade as coal-to-SNG scales. So, who makes money first? Order book visibility is highest today for BHEL and L&T. Both have already converted BCGCL into hard orders. The ₹37,500 crore outlay expands the addressable pipeline by roughly 9x to 10x over the previous scheme. EPC and gasification equipment is the cleanest near-term play. Coal India benefits two ways. Direct equity in three gasification projects with ₹1,350 crore per project already received. Indirect: 1.3 MT annual captive coal offtake into BCGCL alone is the kind of long-tail thermal coal demand that protects against the secular decline narrative. Deepak Fertilisers benefits through market structure. BCGCL's 0.66 MMTPA eventually competes, but India today still imports ammonium nitrate from Russia. The near-term effect is domestic AN scaling without import dependence, lining up with Deepak's own 1 MMTPA expansion. Most policy announcements fade in one news cycle. This one looks like a 5–10 year industrial buildout. India is trying to convert its largest domestic resource into a substitute for its biggest import vulnerabilities. First-order winners: coal owners and EPC giants. Second-order winners: chemicals, fertilisers and industrial explosives. Long-term pressure point: gas-import-linked margins. 📌Disclaimer: For educational purposes only. Not a buy or sell recommendation.

@tushar9590 Where is this news.. I am unable to find from shareholder data... Please mention the source

Mukul Agarwal bought Indocount during the Covid lows in 2020. Mcap of Indocount was at 500Cr at the time. Indo Count is the largest global home textile bed linen company. Mcap of Indocount went up to nearly 8000 Cr in 4 years. Mukul Agarwal added more of Indocount in March qtr. MCap :5200 Cr now.

@MikesMarketLab @KobeissiLetter War will intensify starting from the middle of April (17-24) & will continue in May month as well as per astrological predictions. This is going to create chaos in many countries.

@KobeissiLetter How long do you now expect the war to last ?

BREAKING: President Trump says the US Navy will begin "blockading any and all ships" trying to enter or leave the Strait of Hormuz. "Any Iranian who fires at us, or at peaceful vessels, will be blown to hell," he says.

@KobeissiLetter This is as bad as "When I cannot eat... I will not allow anybody else to eat..." What type of a specimen we are having as POTUS. The nuisance created by them and creating more nuisance as they were unable to handle it...

@GuruShareMarket @grok Don't post non sense... Every message of you comes with this is breaking & this is huge... Join a hindi news channel where every news is breaking & they keep on shouting...

#BREAKING 🚨 IRAN US CEASEFIRE OVER 🚨 THIS IS HUGE 🔥 Iran denies reports that its negotiating team arrived in Islamabad. Iran also said they will respond painfully if Israeli attacks against Hezbollah and Lebanon continue. @grok verify fast‼️

@VVVStockAnalyst What is app. The dashboard is pretty good for monitoring..

Clean follow through by Hitachi Power, alongside the good response by BSE & MTAR This is the feedback I was expecting from the market right after purchasing breakouts. Signs of a healthy swing trading environment. Setups will increase over the next few days rapidly, but we need to keep seeing such strength in BO & follow throughs that remains the most essential to keep expanding portfolio. It could be a sharp bounce & fizzle off or it could keep going higher. Time will tell. One step at a time. Disc: Not a buy/sell reco, just sharing for learning purpose. Dont copy my trades.

@CaVivekkhatri Combine this accident which happened after Sri Lal Bahadur Shastri ji's death in Tashkent. Very disturbing... Same CIA doubted to be behind these although not proved...

His name was Homi Bhabha. At 18, he sailed to England with an engineer's textbook but a physicist's soul. At 35, he was nominated for the Nobel Prize. At 56, he boarded a plane to Vienna. He never landed. And India's nuclear bomb died with him in the Alps. The CIA called it "an unfortunate accident." India called it the most devastating day in its scientific history. This thread will haunt you. Must Read Thread 🧵 (Read Slowly - Worth Bookmarking)

@aftabahmed06 @DailyIranNews Are these video clippings real.... If so, really disgusting how these guys are allowed to move freely & control the country

@DailyIranNews The Epstein Files… Just as the files started gaining attention… All eyes suddenly shifted to war. Too sudden to ignore.

🚨 BREAKING IRGC Missile Command: ​"We announce the end of all targeting restrictions. We will strike infrastructure in a manner that will deprive the United States and regional countries of oil and gas resources for years to come. ​Orders have been transmitted to local missile bases, and operations will begin immediately."

@dmuthuk This is another trumpet strategy... What a bunch of clowns he is surrounded by... This appears to be a strategy to get out the hidden Iran leaders to come out into open .... and launching another assault.. If they leave the war as it is, Iran will happily collect the toll.

Trump is going to address US people Wednesday evening their time regarding Iran. Israel has said it no longer sees Iran as a threat. Trump has said he has nothing more to achieve in Iran while indicating US forces may withdraw soon. Either this can be a deception before escalation or as Trump administration seeing there is no way for them to win war with Iran and control Strait of Hormuz, they have realised it is better to withdraw and end this conflict. We would soon know whether it is deception before escalation or putting an end to the conflict which US and Israel cannot win. We'll hope for the best but not be carried away by euphoria as Trump is unreliable, lies a lot, difficult to differentiate between his genuine communication and manipulation.

@vicE1398 @KobeissiLetter Remaining 5% is enough to destroy the oil & gas fields... See the sense in non-sense actions...

@KobeissiLetter Given Iran’s depleted missiles stockpile, I wouldn’t be too worried. Even if they fired missiles, 95% will be intercepted

BREAKING: Iran has issued an order to Saudi Arabia, Qatar, and the UAE to evacuate energy facilities following Israeli strikes on Iran's largest gas facility.

@BhaIndiStani @mr_mayank NO BODY III releasing soon

@mr_mayank Soon, Trump himself...🤣

BREAKING : 🇫🇷 French President Macron has now openly revolted against the US & Israel “France did not choose this Iran war. We are not taking part in it. Nobody can force us” 🔥 Trump & Netanyahu are getting globally isolated. Humanity is healing 🫡

@Ronitper Where will you get 13% for other stocks when first two itself are more than 97%...

Nemish Shah’s Rs. 2,865 Crores portfolio. > 45% in Lakshmi Machine Works > 42% in Asahi Glass > 13% Other Stocks Incredible 🔥

@AbhijeethHiliya Can you please share the mail id so that I can forward a few remarks & points on your books on Vijayanagara empire... I completed reading all three @ one stretch in a fortnight and really nice to see a very good effort.

Just posted a photo instagram.com/p/CjA0Q3mrMvp/…

@EricLDaugh Russia is already a neighbour of US...

🚨 HOLY CRAP. President Trump indicates America WILL take Greenland - it will either be the "easy way" or the "HARD WAY" "We are GOING to do something on Greenland, whether they like it or not!" "If we don't do it the easy way, we're going to do it the hard way!" 🔥🔥 "If we don't do it, Russia or China will take over Greenland, and we're not going to have Russia or China as a neighbor, okay?"

@cryptorover If tariffs are quashed, US Markets may crash but not the other international markets.

BIG WARNING: THE NEXT 24 HOURS COULD BE EXTREMELY VOLATILE FOR MARKETS 🚨 Two major US events are hitting almost back-to-back, and both can quickly change how markets price growth, recession risk, and rate cuts. First: The US Supreme Court tariff ruling. At 10:00 am ET, the Supreme Court will decide whether Trump tariffs are legal. Markets are pricing roughly a 77% chance that the Court rules them illegal. If that happens, the US government may need to refund a large portion of the $600B+ that is already collected from tariffs. Even if tariffs are struck down, the President still has other legal tools to impose it, but those tools are slower, weaker, and less predictable. The bigger risk is sentiment, as markets currently treat tariffs as supportive. Any ruling against the tariffs means the market could start to price in the downside move, which will be bad for the crypto markets too. Second: US unemployment data at 8:30 am ET. Markets expect unemployment at 4.5%, down slightly from 4.6%. If unemployment comes in higher, it strengthens the recession narrative. If unemployment comes in lower, recession fears ease, but expectations for rate cuts fall even further. The chance of a January rate cut is already low, around 11%. Strong jobs data would likely eliminate hopes for a January cut. So markets face a tough setup: • Weak data = higher recession fears. • Strong data = tighter policy for longer. These two events together make the next 24 hours a high-risk window for markets. So, be prepared for volatility and manage your positions.

@RebellioMarket Is this to be checked on weekly or daily charts.. for swing trading...

Love The Breakouts:

@AreSyamala @ncbn JOGI chesina panulu chudandi... Kulam kaadu... Daridrapu panulaki result ilage untundi

🚨 #TDPAntiBC బీసీ నేత, మాజీ మంత్రి జోగి రమేష్‌ గారిని అక్రమంగా అరెస్ట్ చేసిన పోలీసులు. బీసీలంటే ఎందుకు @ncbn నీకు ఇంత కడుపుమంట? #SadistChandraBabu #diversionpolitics

@MPRAVEENREDDY13 Cheddy naa kodu.... Daridrapugottu cheap politics