Ayush Gupta

@RajenderPassi1 Rajendra ji what target you see in next 3 months for websol, what about mvgjl? Isn't it undervalued at CMP?

#websol hitting UC today. Disclaimer: Invested and biased

@aksh_2018 Virtual meeting is on 25th Feb

Chart of Srigee DLM developing a bullish divergence. For study purposes only. DYOR #srigee

@lssekar @SEBI_India Why?

WTF Operator Game in Pace Digitek @SEBI_India has to look at the price manipulation #StockMarketIndia #nifty #pacedigitek #BESS

@amurfalcon1 Any view about RMC switchgears?

Many mainboard stocks are already at all-time highs. SMEs? Still warming up — the real move hasn’t even started.

@GANNTRADER2 Consistently building orderbook, transmission sector is having good tailwind for 3-4 years, With Expected Eps of 55 For FY26, It's Fair value comes up at 550-600, Moving into mainboard may get it more value as well

Problem of having PSU as clientale is that you may get paid after 6 months, a big overhang for RMC Switchgears despite being a good business. Sales dont convert into cashflow for 6 months, disappointing!

@samisosa1234 Rmc switchgears, moving into mainboard and expecting very good H2 and H1 results

Which are the SMEs that you are currently looking at which you feel are undervalued and Why ? Thanks Will collate them and add my inputs

@Investor2220 @cheezymou5 Selling will happen in bulk in Feb-march, manufacturing at 90% capacity is important

@cheezymou5 No there’s no lag , feb data has started uploading means jan is complete

Websol barely sold anything in jan , like 28 Mw cells And 9 Mw modules Sales not in sync with capacity. Looks like that’s the reason for such brutal fall..

@IVivekPandey @Portfolio_Bull How

@Portfolio_Bull RMC is fraud

5 Smart Meters Stocks Need To Be Tracked :) 1) Techno Electric 2) Adani Energy 3) RMC Switchgears 4) Genus Power 5) HPL Electric Watchlist Them 🔥

@Portfolio_Bull Rmc switchgears biggest benefit is moving to Mainboard, expected eps for FY 26 is 50-55, with minimum P/E of 10 it's fair value comes up at 550

@disguisedtrader He has a gun?

L KA SUPER POWER!

@ManishK46113331 Rmc switchgears already submitted the documents, so they may get approval in 3-4 months? Right?

@bealwaysayu This approval is valid for 45 days, company has to submit the documents for further processing…

🚨#InsolationEnergy received in-principle approval from BSE for migration to mainboard. Stock is trading at 52 week low of ₹98.6 after falling from ATH of ₹460, a massive 78% fall‼️

@RajStockWatch @xvi_harley Rmc switchgears got brutal fall

EPC truth bombs! 👍 In bull market, what we see is just virtual valuation. Not real. For EPC performance, need large growth so that bottom line would get thicker. Any event affecting longterm prospects will derail EPCs. Like it happened with water segment and now in solar. ( Few companies who manage to grab large pie. would sustain for more time. But smaller players will get hit badly).

Investors who are just calculating order book, future PAT in EPC companies and saying future PE 5 hai, 10 hai, lelo, lelo Don't realise why EPC have low PE ! These companies have low margins, low moat and high capex/debt needed A slight disruption in margins due to competition, metal price, government policy change can get the company under huge debt Company will have to pay more interest than the PAT they earn, they don't have any technology, scalable products or patents to sell No tech, deep research product which can be scaled to other industry Your EPC company's business model can become unviable due to multiple factors Any disruption in their business environment can make these companies unviable and eventually disappear To price that risk a smart investor always assume low PE 7-15 for these companies So multiplying their future PAT by 20-30 PE comfortably isn't a smart thing to do You have to price in moat and business sustainability risk by giving low PE, which most people are missing here Gensol also had 1000's of crores of EPC order book, lack of business sustainability brought it down to zero Note: I am invested in transmission EPC and take these factors in my return expectations

@samisosa1234 Rmc switchgears

Today's screen indicates confidence on SMEs has really taken a hit among investors. May take time to revive. People should not forget that while it looks ugly right now, braving it out in companies which will eventually deliver will lead to good rewards too.

@ManishK46113331 Target 600 in next 3 months

🚨#RMCSwitchgears : L1 in RDSS tenders worth 203 crore

@SAnalyst135 Expected eps of 55 in FY26, Mainboard migration move, One can calculate expected price based on conservative 10-15 P/E, total orderbook is 1200 crores (Including 200 crores L1 orders)

Chart of RMC Switchgears of last 5 years 20 -> 600 -> 400 -> 1200 -> 400 Its all about earnings, if it can grow in earnings in next results then stock will appreciate, valuations is already in single digit.. PS - Not just RMC pick any stock’s last 5-10 years chart, you will see a volatility, no stock goes up always..

@Ombi1987 Rmc switchgears

Can foresee many SME stocks at 30-50% return from current level in 6 - 8 months (provided are not subject to major pre-ipo/anchor selling)

@singh_gauravs Rmc switchgears, Got 200 crores of L1 order, Very high H2 is on cards

What to buy in this brutal market ? #StockMarket Only serious suggestions , I have some cash to deploy or I should wait for some time #SME #Stocks #IPO

@Kishore_MB @samisosa1234 Rmc switchgears is on same path, Also the plan to go mainboard will have big positive effect in Future

@samisosa1234 Sosa bhai market seems to know no bottom!! I know companies which have won 200 crore orders and are down by 3%. Yahi cheez agar 2023 mein hota toh share price double ho jaata. Ache din aaenge zaroor but on may-june time

Power and EMS - Two sectors which have seriously gone out of flavour. Power seems to have no bottom

@rajsum74 Rmc is way undervalued now, expected eps of 55 for FY26 it may get minimum 10 P/E after migration into mainboard (In May/June atleast), Fair value comes up at 550

The company who wish to gain confidence of its shareholders needs to declare migration to Mainboard🤔 Krishna defence RMC switchgear Both gained momentum