stocksmad retweetledi
stocksmad
682 posts

stocksmad retweetledi

People in markets since long already know well about Vikas Khemani.
Those who don't should watch his Podcast with Sonia Shenoy.
One of his very early investments in KEI Industries when the mcap of the co was 40 Cr & today it's nearly 50000 Cr.
Lot to learn from his thought process and identifying trends early.
youtube.com/watch?v=wl_oCG…

YouTube
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stocksmad retweetledi

While Vikas Khemani bought the largest stake in PTC Industries.
In August 2020 Porinju & Pankaj Prasoon also bought in bulk deal when mcap of the co was in triple digits.
Ashish Kacholia and Mukul Agarwal both joined the party when PTC Industries was valued at 9000 Cr.
Pankaj Prasoon holds over 1 percent in the co.
tushar@tushar9590
Vikas Khemani known for picking ideas much ahead of others. Invested 15-20Cr in PTC Industries(in Aerospace theme) in 2020 for nearly 5% stake. Today He still holds 2.6% stake in the co which is worth 633 Cr. Nearly 900-1000Cr returns on investment of 15-20Cr. Started watching him back in 2020 when he identified Praj Industries.
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stocksmad retweetledi

stocksmad retweetledi

If you want to understand businesses like
Welspun corp
Venus
APL apollo
Sambhv etc etc
Best to watch this video from an industry expert @saket1974
youtu.be/2o-FV9b-yJw?si…

YouTube
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stocksmad retweetledi

@Rahul_Invest Any reason why reacently listed RMC switch gear is not able to attract the investor money after migration?bcz of current market conditions.? Is it possible to relate.?
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Look out for SME companies migrating to the mainboard within the next 6-8 months.
There is potential for massive value unlocking..
Rahul Kumar Das@Rahul_Invest
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@Rahul_Invest Next mainboard migration will be #Orianpower….hope they already started the process. Hopefully eno of this financial year we can expect
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stocksmad retweetledi

Kongu Region Claude prediction
1. Erode East - NDA (if congress)
2. Erode west - DMK
3. Anthiyur - can’t decide
4. Dharapuram - NDA
5. Kangeyam -NDA
6. Madathukulam - can’t decide (Slight edge to TVK) model projecting AMMK /NDAvote going to TVK
7. Palladam - NDA
8. Avinashi - can’t decide
9. Tiruppur South - can’t decide
10. Tiruppur North - NDA
11. Coonoor - DMK
12. Gudalur - can’t decide
13. Kinathukadavu - NDA
14. Valparai - NDA
15. Thondamuthur -NDA
16. Pollachi -NDA
17. Singanallur -TVK
18. Coimbatore north -NDA
19. Coimbatore South- can’t decide
20. Sulur -NDA
21. Gobichettipalayam -slight edge to TVk. All party DMK, ADMK, TVK are very strong candidate. Model projecting youth giving slight edge to TVK.
NDA -11
TVK- 2
DMK- 2
Tight fight - 6
For other seats I will be running closer to election.
Surprise is Singanallur in Kongu.
You can check my post for these seats. If there is any disputes you can mentioned I will double check those.
#TVKVijay #TVKVijayHQ @TVKVijayHQ #ADMK_CBE_SOUTH #BJP #Congress #NDA
Filipino

@UpdatesChennai Not a big surprise….if you look at Navallur …opposite to marina mall….koovam river is on the road no action….more than 3000 families are there..we are walking on the same path daily…after complaining so many times no action from panchayat
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@nid_rockz i hope #Accentmicro will be flat. utilization percentage is already high and there is no capacity addition. only price appreciation will increase the revenue and margin. Hope there is no new capacity added in recent past. it suppose to be added in Nov- dec-2025
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Few SMEs with good H2FY26 and Q4FY26 expectations:
Oriana Power
SJ Logistics
Sathlokhar Synergies
KP Green Engineering
Afcom Holdings
FlySBS Aviation
Alpex Solar
Rajesh Power
AVP Infra
Freshara Agro
Nisus Finance
Australian Premium Solar
Ganesh Green Bharat
ABS Marine
Accent Microcell
Aimtron Electronics
Anondita Healthcare
Aprameya Engineering
Sunlite Recycling
Blue Water Logistics
Connplex
CGraphics
GSM Foils
Danish Power
Eleganz Interiors
GP Eco Solutions
Vilas Transcore
PNGS Gargi
Cosmic CRF
ZTech
Madhusudan Masala
Osel Devices
Phantom Digital
Purple United
RNFI Services
Safe Enterprises
Systango
Saakshi Medtech
Sat Kartar
Sattva Engineering
Shera Energy
SpunWeb
BharatRohan
Uttsav CZ Gold Jewels
V Marc
Vinyas Innovative
Vision Infra
Viviana Power
Significant valuations and price cool off has happened in most of these names due to liquidity constraints etc
Most of them are at 5-10 P/E TTM and on FY27E EPS
Most of them deserve a study
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stocksmad retweetledi
stocksmad retweetledi

@Sanjay012535152 Premium is too low for both 20lks sum assured…which insurance is it? Did you check claim settlement ratio and their service?
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@stocksmad @NIKHILLJHA Above 60, hdfc ergo -premium very high ,not affordable
For my father and mother with age 65,60,taken policy at 29000 for 20 lakh sum assured but same features in hdfc the premium was 72k..
So think twice ..i taken policy by submitting health checkup of parents
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@AjayBan15565232 Im confident on Swaraj & Accent both stocks are behave like bluschip slow & study.Oriana it is difficult for me to understand. Somebody saying sector is out of favour even though results r good & having future order books..Im holding it for last 1.2 years saw 2 major corrections
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Wow! Very symmetric PF. #accentmic and #swarajsuiting have done well, and still have shown strength. I feel anytime accentmic will come out of that box. Swaraj, I booked 1 lot at a good time. But I feel it will also run a bit more.
It's hard to judge #Oriana, the Market has been in a downturn, other than waiting for now, I don't think much can be done.
It did run from 1000 to 3000 recently (3x is crazy); some corrections are good, I think. And to me, valuation is right; the next result should reveal what is missing.
Technically, also to me, nothing major is broken; if I do see something being broken, then I think I will worry and exit. I feel we just need one good week of NIFTY, and it will start running (ofc its just an opinion).
Not a buy/sell reco
Not SEBI registered
TheBarren

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GM fam, Nothing much to report, holding the same few stocks. Don't believe in a bounce just yet, will wait for more.
Holdings,
#swarajsuiting
#accentmic
#orianapower
#hindcopper
Not a buy/sell reco
Not SEBI registered
TheBarren
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