Ashish Vashishtha

Is Israel part of this cease fire#IRAN WAR

As per many "Bull Market has started" for india.

@nid_rockz Bro any impact of current middle East crisis on ssegl

Q4FY26 and March update Also includes Order book, credit rating etc Garuda Construction #GarudaConst #Garuda Assigned credit rating BBB+/Stable for 75cr loan 4356cr orderbook 2500cr to be executed by FY28 26 completed projects 16 ongoing projects 242cr rev for H1 Sathlokhar Synergies E&C Global #SSEGL #Sathlokhar 125cr order addition out of which 102cr recieved from Reliance Campa Cola 1100+cr orderbook to be executed Cupid Ltd #Cupid To deliver strongest quarter in history and is set to beat FY26 guidance of 335cr rev and 100cr PAT FY27 guidance of atleast 600cr rev with 30% NPM #RathiSteel Q4 Rev⏫63.5% at 245cr Managed to have a good Q4 despite last month disruptions Solarium Green Energy #Solarium 189cr order for 3 years from MAHAGENCO

@sudhir_bheda Thanks for the heads-up please also share some examples

Current situation is creating structural opportunity for many Industries : Oil & Gas: Efforts will be made on war footing to increase the oil & gas production. Services providers to this sector will see huge tailwind. Prices of gas will remain elevated for 1/2 years. Gas and CBM fields which are outside administered price mechanism (APM) will see big benefits. Also shift to PNG will benefits many EPC & Pipe companies. API and Pharma intermediates: Prices of Paracetamol, metformin, Ibuprofen, Clopidogrel Bisulphate and many other APIs have gone up substantially, so companies having backward integration and sufficient RM will have advantage. Chemicals: Caustic soda, Soda ash, PVC , petro chemicals and many many products in organic and inorganic Chemistry have seen phenomenal rise. Here selected companies whose RM supply is not affected much can be looked at. Textiles: Apart from successful EU & US treaty additional tailwind has come from sharp depreciation of ₹. This post based on ground reports and my limited understanding. We need to consider rise and availability of RM along with price rise of the end products to identify the big winners. I strongly believe that even after war ends some of the tailwinds will remain for longer period of time.

@khushalmundra Process is simple i got it done multiple times 3-4 yrs back,not sure something changed

To get Physical certificates converted into Demat is a big pain in the ass! Khud ke haq ke shares bhi convert nahi kar paate. Irrelevant queries baar baar nikal ke resubmission maangte h. Baba Adam ke zamaane me jee rhe h BEBI unfortunately! This process should be very simple

It's time for a regime change but in US

@MithunSarkari Dnt you think csb bank will get impacted due to gold price being down, recession fear and npa impact

My 1st handpicked list , these are the stocks which have fallen not due to earnings or future visibility issue, but sentiment and liquidity and most likely to bounce when sentiment improves. These stocks have good future earnings visibility Mkt cap : 5000 to 15000 Cr 1. Jeena Sikho 2. LT foods 3. Quality power 4. Manorama ind 5. Apollo micro systems 6. Pricoll 7. V2 Retail 8. Black buck 9. Yatharth hospitals 10. Techno Electric engg 11. Ceat 12. CSB bank ( wait for q4 updates) 13. Syrma SGS 14. Finolex cables 15. TRIL ( q4 updates are important) 16. Piccadely Agro 17. Tilaknagar ind 18. Sudeep Pharma 19. Azad Engg 20. Shaily Engg. Do study , they have good potential going fwd.

@datta_arvind @Balasub73727519 This is going to impact indian banks as well,slowing economy,npas

@Balasub73727519 It's not so easy

Despite these people at the helm, look at the INR rate vs US$. 1. Remittances from the Gulf are going to slow down. 2. Fiscal deficit due to high oil prices will rise. 3. Inflation has bottomed out last year It's not going to be a smooth ride. "Look beyond the Rhetorics."

@datta_arvind @abhijit15603842 Should stabilize around 90-92 once normalcy is restored

@abhijit15603842 Whatever factors you want to link it to, ₹ is headed to 100+.

Where do you see the ₹ in the next 2 years?

@abhishekcjain News is fake....it is becoming more and more difficult now to end the war....US might turn towards despite means

Brent is not falling despite all the positive news.

@itsnitinverma @varun100 Scenario 2 gates are open

@varun100 Scenario 1 is done and dusted. Scenario 2 may or may not happen. Dilli ab door nhi

As predicted bounce happened from 14986 ✅ and I gave bounce levels to 15900 and yesterday high was 15980 ✅ Now again at 15600 😊✅🙏 #CNXSmallcap

@thebigbulldeals Param is also held by Mr agarwal

Bulk Deal ✨ Siyaram Recycling Industries Ltd. Mukul Mahavir Agrawal sold 21,00,000 Rs. 38.20 Param Value Investments bought 21,00,000 @ Rs. 38.20

Don't be fully invested in the market....best opportunities will emerge once the war ends.

@LearningEleven But irm is expanding more into cng distribution

The Government of India, through the Ministry of Petroleum and Natural Gas, has notified the Natural Gas and Petroleum Products Distribution (Through Laying, Building, Operation and Expansion of Pipelines and Other Facilities) Order, 2026 under the Essential Commodities Act, 1955. The Order provides a streamlined and time-bound framework for laying and expanding pipelines across the country, addressing delays in approvals and access to land, and enabling faster development of natural gas infrastructure, including in residential areas.

IRM Energy and Atlanta Electricals walk away with the candles of day award!

@ashish_munjal Which big player entered

Finally finalised one new company to invest in long run… company was in radar for some time because of entry of a large player ! Stock is below PE of 15, dividend yield >2 , order intake Fy26 is2x of annual revenue, PEG is less than 0.25 nd order book is 4x of annual revenue ! Keen to keep adding samplings in portfolio for longer term !

Sir what point wud you buy or consider buying if not already done

@niteen_india sir good to see you in embassy call...

IRAN ON POTENTIAL US GROUND INVASION: "For years, we have been awaiting the Americans' entry. We have just one message for the American soldiers: Come closer." What a message from Iran

@PulkitA30298377 Laxmi is at all time low

So todays all chemical stock showing strength This is the only sector where FIIs are not selling since Sep 25. Not reco Just info Disc - Stock in portfolio from this sector Balamines Vishnu Laxmi HSCL All are in loss

@skg_kol @valueablegem Nahi bhai woh nahi lagta pasr abhi 1000-1500 ka scope hain nifty mein