Ashish

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Ashish

Ashish

@ashishca13

Chartered Accountant and love discussing small and Sme companies.

delhi Katılım Temmuz 2023
182 Takip Edilen1.5K Takipçiler
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Ashish
Ashish@ashishca13·
Employee data - tac Infosec 164 to 193, emmforce 265 to 345, Freshara 105 to 496, Afcom 51 to 74, Basilic and phantom after long time increase in QoQ number, C2C 84 to 148, Techlab 179 to 210, Prizor 29 to 32, Purple united 139 to 324, kpi green 321 to 431, Systango 109 to 142
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Ashish
Ashish@ashishca13·
@sachprat07 Great content, deep analysis and written in a manner that one loves to study the details. Keep up the good work bhai. Did you get a chance to look at TAC Infosec and Emmforce autotech or do you think these are not gems?
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STR@sachprat07·
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 smeresearch.github.io/SMEGems 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME
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Ashish
Ashish@ashishca13·
@GogarRanje39896 I logged into Twitter after a while. Kuch nahi hota company is genuine but sometimes investors need money or frustrated or get opportunity so they sell shares at any price and its opportunity to grab it.
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Samisosa@samisosa1234·
Companies which are yet to participate in the rally: 1. Afcom 2. Vintage Coffee 3. Desco 4. Quest lab 5. Airfloa Name the ones that you may have noticed ?
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Ashish
Ashish@ashishca13·
@karnkapadia Difficult to comment... The Company should come up to give us some sense as there might be a supply side issue and don't know how big it can turn out to be.
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Ashish
Ashish@ashishca13·
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Ashish@ashishca13·
Afcom holdings ran 38 flights and 29 flights in the previous 8 days. So total 67 flights for 8 days..they usually run 40 flights but it's 50% more after the war. So their claim is correct that the demand is there due to war. Also they said that the freight rate also increased.
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Ashish
Ashish@ashishca13·
Afcom holdings...As per technicals- all is very bad, share is trading at 52 week lows and breaking down even on good days. While fundamentally- 3rd plane gets approval, demand is huge, highest quarterly profit and 10x more capacity in next 2 years. PE slash to 15.What to believe
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Ashish
Ashish@ashishca13·
@MayankKapur16 The way they are working and the culture is I don't even imagine corporate governance issues in this company.
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Mayank Kapur
Mayank Kapur@MayankKapur16·
Facility was top notch One thing which is clear: Co is definitely not 250-300Cr Market Cap (unless some CG issues come up) They have all the facilities, now all comes down to wether they’ll be able to execute or not
Ashish@ashishca13

Visited the Emmforce factory visit.. The factory was clean and sorted and the machines were all from big companies like Mazak. Most of the processes are Inhouse. Clearly visible that capacity utilisation was very low. They can do 350 cr from this facility in the next 2-3 years.

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ranjeet gogar
ranjeet gogar@GogarRanje39896·
@ashishca13 What about their 55 cr and 10 cr order?is delvery has started for these orders?
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Ashish
Ashish@ashishca13·
Visited the Emmforce factory visit.. The factory was clean and sorted and the machines were all from big companies like Mazak. Most of the processes are Inhouse. Clearly visible that capacity utilisation was very low. They can do 350 cr from this facility in the next 2-3 years.
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Ashish
Ashish@ashishca13·
Thanks to @goindiastocks for arranging it and thanks to Ashok Mehta Ji and Azeez Mehta Ji and Emmforce staff for dedicating the full day to investors in clearing all investor's questions. The feedback from most of the investors is the same that this is very promising company
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Ashish
Ashish@ashishca13·
@curiousjain Where do you find 2.5k AUM. could you share...
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Pradeep Jain
Pradeep Jain@curiousjain·
@ashishca13 yup AUM is the only concern. right now from ppt it looks around 2.5k cr so 1.5k cr in q4 is tough according to me. they will probably end up with ~3.2-3.4k cr. But easily beats the upper revenue guidance of 140 cr
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Ashish
Ashish@ashishca13·
Pretty much satisfied with Nisus results.. though they have not shared an updated AUM but the 4000 cr target is still intact. Already higher profit in 9 month vs full FY 25 and share price is almost half from FY25. The PE is almost 10 now which should go to 25 in good times
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Ashish
Ashish@ashishca13·
I believe that in Feb and March, every SME will make his base and most will trade 10-12% higher from current levels. Every year people are afraid of Feb and march but this will be different.
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Ashish
Ashish@ashishca13·
The best thing about afcom results is that this is just from 2 planes.. what will happen if they move to 5 planes and wide body plane??? Though the share price is in a totally different direction. Let's hope it will achieve a PE of 40-45
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Ashish
Ashish@ashishca13·
Happy New year everyone.. Hope your portfolio flies in 2026 and back at highs.
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Ashish retweetledi
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max@BmaxBull·
In times when there is active layoff in IT industry, #Tac Security (parent of #Cyberscope) is hiring actively.
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Ashish
Ashish@ashishca13·
Strong contender of 20% uc tomorrow. Last biggest order was from LIC 138cr and company went up by 35% 10days back receive orders of 78 cr and stock up 18% I am tracking this company for last 3 years and it's always up when they receive order.. let's see tomorrow
Ashish@ashishca13

DSSL - dynacons systems Received 250 cr orders from RBI Big win for the company.. company always up 15-16% or 20% when they receive orders of 80-90 cr.. this is really big and with a reputed client.

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