@vinayambekar Hello Sir as you hardly tweet don’t mind me asking do you see value in sme stocks after the correction if yes please share few names i will study them.
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mohit agarwal
1.8K posts
Today in Islamabad :
Aaj un se pehli mulaqaat hogi
Phir aamne saamne baat hogi
Phir hoga kya kya pata kya khabar
youtu.be/b_6e51AcbnM?si…
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@AgrawalAnkittt @StocksAndStoics Dont mind me asking if you could share the names thanks.
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@StocksAndStoics We can discuss some names on DM if you like
I also have a deep incline towards cash flows and valuations
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Avoided SMEs completely in the last cycle due to the frenzy across SME IPOs, secondary market & valuations.
However, with the recent deep correction, this space is starting to look very interesting for research, particularly for businesses where earnings are backed by strong operating cash flows.
Would be keen to track and research such names in the SME space going forward.
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@iyervignesh Renuka sugar refinery near haldia is non operational for the past few years.
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In this Renuka sugar has a massive moat with international promoter in Wilmar. With 5500 tpd refinery near haldia plus kandla, the competency of procuring raw sugar and selling white sugar premium might come in handy.
Not easy to believe how things would happen till UNICA comes out with its data of how much sugar will get diverted to ethanol
Other sugar players have good earning possibility due to higher export quota
#renukasugar
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Raw Sugar Surges further in last 3 days.
With crude at 118 usd, Brazil has lot of motivation to divert crude to Ethanol. would we see a year where production is up across major countries but Deficit in White sugar market?
#Rawsugar
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CONGRATULATIONS!!! 🥳
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IF you finally found this tweet
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All by yourself
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that means u love PUNCH say ‘hi’ to remove bad luck for 15 years
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@valuepick Don’t mind me asking Sir but do you still hold purple united Sir
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@SamarthNagpal26 Haha isse kehte hai binge watching and goes to show ki markets main kuch nahi ho raha hai
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Wrapped up two seasons of Stranger Things in last 3 days. More exciting than anything else right now 🥲🥲🥲
Onto the third
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@Finstor85 happy New Year Sir i saw your tweet on enterprise cyber security so wanted to ask you will valiant communications fit the bill thanks.
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Compiled a list of 100+ stocks which have good results in Q2FY26 and have shown good potential for next 6 -12 months
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Good Q2 results
And get the list in DM
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@rahuulmatlani Hi don’t mind me asking if you could share few names from SME that you are tracking thanks.
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So many SME names earnings growth has been great but cashflows have been extremely poor
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@Mann_ashar Haha true that then they will brag about it and retweet it and most of them are providing paid subscription.
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@mukesh634 Sir if I Remember correctly dynamic services & security and Destiny logistics belong to the same promoter group.
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@valuepick Don’t mind me asking Sir do you still hold Freshara
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youtu.be/Av6ddaDp8Pc?si…
JK Tech is a 99% subsidiary of Jaykay Enterprises.
Discl : Holding JKE.
YouTube
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@Mann_ashar I guess it opened recently but guidance of 22000 keys by 2030 is something to look forward to
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Quite bullish on Navi Mumbais Airport
Betting on Hotel Just 4Km away from the Airport, Lets hope for the best :)
Dwij Bhandari (aka Desi Planner) 🇮🇳@DesiUrbanist
Idk if Mumbaikars (all MMRkars i mean) realise what CIDCO and Adani are trying to do here. With the two airports CIDCO and Adani are trying to make MMR a global layover hub where tourists transferring between transcontinental flights will spend a day or a few hours to explore MMR, kinda how ppl do in dubai or singapore rn. If you genuinely care about MMR you can't hate Adani after this, no matter how shady his business practices might seem for you.
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@malani4u @BOOMBERG_SQUINT @thebigbulldeals True i am not tracking the company but was surprised to see the promoters selling almost near the 52week low and it will increase the liquidity as well in the open market it seems many promoters are taking the opportunity to trim their holdings given the buoyant markets we are in
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@BOOMBERG_SQUINT @thebigbulldeals Not at all happy with such open selling by promoters. This undermines the trust in the promoters and their intentions. The clarification given by promoters is not satisfactory. Really sad to see this happen.
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Bulk Deal 🤝
DE Neers Tools Ltd
PRUDENT EQUITY PRIVATE LIMITED bought 1,01,400 (@ Rs. 227.28 of DE Neers Tools Ltd.
SAURABH TRIPATHI bought 99,600 @ Rs. 209.05 of DE Neers Tools Ltd.
LAROIA MONA bought 60,000 @ Rs. 209.05 of DE Neers Tools Ltd.
MANPREET SINGH LAMBA bought 63,600 @ Rs. 209.05 of DE Neers Tools Ltd.
PATEL ANAND RAJESHBHAI bought 55,800 @ Rs. 209.05 of DE Neers Tools Ltd.
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@EkkDeewanaThaa Hi do you have the epfo data for August and if you are tracking significant increase in man power in other companies then please do share.
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Freshara Agro hi rockstar hai..
h1 exports apr to sep 1.16 cr usd
h2 exports in 5 months 1.34 cr usd.
so in 5 months co exported more than full h1 already.
co is exporting 30 lac usd monthly currently so will finish h2 with 1.64 cr usd
h1: 1.16 cr usd par 104 cr revenue
h2: 1.64 cr usd par 143 cr revenue
inr depreciation could contribute some more as well.
so overall will end full year with 250 cr revenue and 25 cr pat. or currently at 12 times earnings.
their new unit is adding employees at crazy pace.
in february employee count in 2nd unit jumped to 70 from 30 in january. this unit to make jars and cans can potentially contribute 1000 cr revenue as capacity is to make 6 lac jars per hour.
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Online analyst meet these days have more AI notetakers than analysts.
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@9onecapital Indeed if all the shares of nse are listed on bse then i will never open nse website bse is way more user friendly.
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@FalakKalyani Hello Sir good to see your post on infollion the company released the annual report a while back and you already went through it btw the company recently increased the share capital so do you see fund raise by the company in the near future.
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@FundaInvesting @FalakKalyani Indeed i guess this is the new norm
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@FalakKalyani Post 3rd gen, they stop expanding and open a family office as why to work when you can invest ;)
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1st gen tech background promoter focuses on IPs, import substitute, beating China's costing per unit, debt free non-dilutive balance sheet etc
Next gen of promoter with mgmt background focuses on inorganic growth, demerger, other corp action, dilutive/leveraged growth.
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@rahuulmatlani Most memorable moment from epl was when Leicester won the championship and btw i am a Newcastle united fan when shearer use to play hopefully they will someday win the title.
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Spent almost half a billion in just one transfer window
Crazy how football has changed
Transfer News Live@DeadlineDayLive
🚨 Liverpool's summer transfer window: 🇸🇪 Alexander Isak (£125M) 🇩🇪 Florian Wirtz (£116M) 🇫🇷 Hugo Ekitike (£69M) 🇭🇺 Milos Kerkez (£40M) 🏴 Marc Guehi (£35M) 🇳🇱 Jeremie Frimpong (£29.5M) 🇮🇹 Giovanni Leoni (£26M) 🇭🇺 Armin Pesci (£1.5M) 🏴 Freddie Woodman (Free) Total: £442M.
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