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Bhadresh Shah【Assistant’s number】
36 posts
Bhadresh Shah【Assistant’s number】
@mr__manab
Independent Investor -NoRecomendation - -Bull when value exists — Bear when valuation disappears
Katılım Ağustos 2021
645 Takip Edilen18 Takipçiler
Bought
Crompt grea con elec
Cmp 266
AtH :₹480 - corrected 50% —
Available at 10 YRS low
Expecting 30-50% upside
Will post Fundamental note soon
#Crompton
English
Hindustan Unilever
India s consumption story s direct proxy !
Hitting 4years low —
Best decade of Indian Equities are behind us not Ahead —
Multiyear India Growth story bubble silently deflating
#hindunilvr
#hdfc
#tmpv
#nifty50
#reliance
#adani
x.com/bjshah8001/sta…
Bhadresh Shah@bjshah8001
Short on Hindustan Lever One more FFI owned large cap stock Year 2020 : 2475 Year 2024 : 2475 Zero return Sales dip first time post Covid Recession is visible now #hindunilvr CMP 2475 Sl 2565
English
Hindustan Unilever
India s consumption story s direct proxy !
Hitting 4years low —
Best decade of Indian Equities are behind us not Ahead —
Multiyear India Growth story bubble silently deflating
#hindunilvr
#hdfc
#tmpv
#nifty50
#reliance
#adani
x.com/bjshah8001/sta…
Bhadresh Shah@bjshah8001
Short on Hindustan Lever One more FFI owned large cap stock Year 2020 : 2475 Year 2024 : 2475 Zero return Sales dip first time post Covid Recession is visible now #hindunilvr CMP 2475 Sl 2565
English
Ths Building trigger for next collapse ,
I guess OCT26-March 27 - 2008 like India specific GFC
x.com/bjshah8001/sta…
Bhadresh Shah@bjshah8001
Midcap F&O stocks cracking silently Holding Large Short on Suzlon / Nuvama/ Amber / VBL / DMART Irfc ireda rvnl psu banjs reliance Fmcg
English
Midcap F&O stocks cracking silently
Holding Large Short on
Suzlon / Nuvama/ Amber / VBL / DMART
Irfc ireda rvnl psu banjs reliance
Fmcg
English
Bhadresh Shah@bjshah8001
Short on BATA India Cmp 1950 So called Growth stock #bataindia A failure ♦️Yearly NETPROFIT increased 225 CR in2011 TO 325 CR in2021 (10Yr) ♦️THIS IS WHAT WE SAY GROWTH ? Mktcap fm 2500cr to 👉10times in 10 Yr=25kcr Time is now to bet Big on such failures, 50% fall SL 2205
ZXX
Check BATA india
At :₹700 stock corrected 70% and 5 Years gone ! I Was super Bearish on -
10YRS CAGR :2% = 100% Capital loss
Now turned bullish
I started investing in for 20-30% upside
Let me know if You want detailed analysis -
#bata
#bataindia
#batapower
English
Same for Bajaj consumer 170-200 last year !
Mukund Cud be NEXT !!
x.com/bjshah8001/sta…
Bhadresh Shah@bjshah8001
Hihtamaki in June26 , Just a month before was availale at 800 CR EV 2500 cr revenue Ev/Ebitda was less than 5 Multinational company ! Stock was trading at 180 and was available in bulk !! Who stopped you ? 80% up in one month !! Many such opportunity always available! #huhtamaki
English
Hihtamaki in June26 , Just a month before
was availale at 800 CR EV
2500 cr revenue
Ev/Ebitda was less than 5
Stock was trading at 180 and was available in bulk !!
Who stopped you ?
80% up in one month !!
Many such opportunity always available!
#huhtamaki
English
Portfolio update
Up 50%
Model portfolio - build last year
₹10 lkh is now ₹15.20lkh
Booked -
Bajaj Consumer : ₹557
HUHTAMAKI : ₹299
No new Addition - 8 stocks -
Will add 2 when time is right
#portfolioupdate
#bajajcon
#huhtamaki
Stocks holding
Vodafone idea
English
Built short on
Adani group stocks
Adani enterprise
Adani power
Adani green
Adani energy
x.com/bjshah8001/sta…
Bhadresh Shah@bjshah8001
Bought Adani Group stocks #ADANIENT 2200 #Adanigreen 936 #adaniensol 946 #ATGL 550
Indonesia
Indian equity bubble is deflating
Silent Burst —
My view:
Indian equities 2026-27 going to be like 2008-09 GFC ‼️‼️‼️‼️‼️‼️‼️‼️
x.com/mr__manab/stat…
Bhadresh Shah【Assistant’s number】@mr__manab
Nifty500 Indian Equities #nifty50 #nifty500 #niftybank
English
Short on Insurance compnies
Hdfc life 550
Icici Lombard 1585
Français
Large Mutual fund distress seller
At TNPL - Andhra Paper
They Bought
TNPL 175-200
Andhra paper 70-80
Now selling 30% lower —
This is what they do with your invested money in Mutual funds ‼️
#sbimf
#iciciprudential
English
