Dr.Thejus Thomas

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Dr.Thejus Thomas

Dr.Thejus Thomas

@thejuthom

Ayurveda

Kodakara, Thrissur Katılım Ocak 2010
276 Takip Edilen79 Takipçiler
Dr.Thejus Thomas retweetledi
Aditya Shah
Aditya Shah@AdityaD_Shah·
Stock down 50%, But PPFAS still bought nearly 7.97% of the company! What does PPFAS see that the market is missing? A thread🧵on why PPFAS is buying this stock👇
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Vinay Kumar Dokania
Vinay Kumar Dokania@VinayDokania·
Suryakant is a perfect candidate for becoming BJP leader. Wonder why he is wasting time as CJI
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Vishan
Vishan@vishan_29·
Power - $235 Bn equipment opportunity by 2035 🔥 Power is literally a decadal theme. Long runway ahead. Transformers - Atlanta, TARIL, Shilchar Cables - RR Kabel, KSH International, Vidya Wires HVDC - Quality Power, GE Vernova, Hitachi Energy BESS - Waaree Energies, Exide, Amaraja Disclaimer: No recommendation. For educational purposes only.
Dhawal Doshi 🇮🇳@DhawalDoshi5

India’s $235 Bn Electrical Supercycle: Demand Visibility High, Execution Critical Key Insights - India’s electrical equipment opportunity = $235 bn by 2035 Driven by: => Power demand surge => Renewable expansion (solar, wind, BESS) => Grid modernization + T&D capex => Electrification (EVs, industry) Critical Risk: India may face a production shortfall of $130 Bn and import dependency could exceed 70% without a rapid manufacturing scale up. India may create demand but not capture value unless manufacturing scales rapidly. Demand vs Supply Mismatch => Current consumption: ~$59 bn (FY25), growing ~11% CAGR => Domestic production: ~$50 bn => Imports rising: 22% → 33% (2020–2025) Growth Outlook => Industry CAGR: 11–13% till 2035 => Domestic production potential: $195–235 bn => Exports: $60 bn opportunity (~5% global share) 👉Export angle is underrated—this can mirror China+1 manufacturing shift Beneficiary Companies - => Cables & Wires: Polycab, KEI Industries & Finolex cables => Transformers & Grid Equipment: Hitachi Energy, CG Power & Industrial solutions, & TRIL => EPC + Transmission Infrastructure: KEC International & Kalpataru projects => Renewable Electrical: Waaree & Premier Energies and Inox Wind => Industrial Electricals & Automation: Siemens India, ABB India and Schneider Electric Infrastructure => Battery & Power Electronics: Exide Industries and Amara Raja Energy & Mobility => Marine + Defence Electricals: Marine Electricals => Copper Value Chain: Hindalco and Vedanta Strategic Takeaways => Massive T&D + Grid Opportunity => Import Substitution Theme => Manufacturing Scale = Winner Takes Most => Exports = Next Leg of Growth => Policy Dependency Demand visibility: HIGH ✅ Supply capability: UNCERTAIN ⚠️ Stock selection > Sector selection India’s next capital goods Supercycle — but with a Make-in-India filter. Follow @DhawalDoshi5 for more updates. @vishan_29 @Anvith_ @Dynamicinvstr @TrendSpark420 @InvestmentVeda @tsatwork

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Dr. Victor Tutú
Dr. Victor Tutú@victorfyt·
En Alemania un islamista amenaza a la policía… y esto pasa en SEGUNDOS 😱🤣 La Polizei no negocia, no dialoga, no “entiende su cultura”. Directo al grano. ¿En tu país pasa lo mismo o seguimos con la “tolerancia” infinita?
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V D Satheesan
V D Satheesan@vdsatheesan·
Pranamam to #RajivGandhi, who laid down his life for our country. He helped build modern India, introduced the historic Panchayati Raj reforms, and above all prepared the country for the challenges of the 21st century. His memory will be a guiding light for all of us.
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Pushpraj Yadav
Pushpraj Yadav@pushprajyadav97·
अदानी को तमिलनाडु की एक मुस्लिम उद्योगपति की पावर कंपनी हड़पनी थी उसने मोदी से कहा….? मोदी ने सीबीआई से कहा सीबीआई ने ईडी से कहा…? कंपनी के मालिक को 512 करोड रुपए के फर्जी मामले में फंसा कर जेल में डाल दिया गया… कंपनी बर्बाद होने लगी तो सरकार ने कहा इसे अदानी खरीद लेगा…. इस तरह कंपनी का मालिक अदानी बन गया… उसके बाद कोर्ट ने मलिक को बरी कर दिया… सीबीआई और ईडी ने भी केस वापस ले लिया… भारत को अब कुTTते चला रहे हैं… यह भौंक रहे हैं काट रहे हैं बर्बाद कर रहे हैं क्या कोर्ट सीबीआई ईडी प्रधानमंत्री गृहमंत्री सब मिलकर इस देश को नोच नोच कर खा रहे हैं…??? रवीश कुमार जी ने इस पर बहुत अच्छी रिपोर्ट की है लिंक कमेंट बॉक्स में है अब आप ही बताइए भारत का व्यापार कैसे बढ़ेगा भारत में कोई निवेश क्यों करेगा?
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Dhruv Rathee
Dhruv Rathee@dhruv_rathee·
Cockroach Janta Party
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Fundamental Investor ™ 🇮🇳
The Truth Behind Extended Warranty. I received this video made by this Couple of this Topic. I think we all need to be aware about this. If we are paying for Extended Warranty, we need to clarify at the time of buying, regarding who will service the product later on (company or third party). Share this video widely to your audience as well ❤️ #FI
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IndusInd Nippon Life Insurance
IndusInd Nippon Life Insurance@IndusIndNippon·
@thejuthom Dear Thejus, We're here to help, but we need a bit more information to proceed. Could you please elaborate on your concern? Your input will help us address it more efficiently. Regards, IndusInd Nippon Life Insurance
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Rijo M. John
Rijo M. John@RijoMJohn·
Proud of my brother @rojimjohn on becoming Kerala’s Minister for Higher Education in the Govt. led by CM @vdsatheesan. I'm sure his wide exposure to college & university campuses across the country will serve him well in this important role. Congratulations and best wishes ahead.
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Dr.Thejus Thomas
Dr.Thejus Thomas@thejuthom·
@IndusIndNippon this Insurance company is very badly treated their customers irritated 😠 for paying the insurance instalment, they treated their customers borrowed money from them like. Never buy this company products. This is my personal experience.
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Shantanu
Shantanu@shaandelhite·
Narendra Modi has spent ₹850 crores on foreign but what did India achieve from these visits? He goes to make deals for Adani, not for India. He doesn’t talk to press here and not even in foreign. He is embarrassing our nation. — Priyank Kharge Ji
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Wolf 🐺
Wolf 🐺@PsyGuy007·
🇮🇹 "Everyone out!" The Italian train conductor finds 30 migrants without tickets and kicks them all off the train. Do you support the conductor?
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Silent orbit
Silent orbit@SOrbit31914·
Do you support this action of Sydney Police🤔
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Rahul Gandhi
Rahul Gandhi@RahulGandhi·
NEET के 22 लाख बच्चों के साथ धोखा हुआ है। पर मोदी जी एक शब्द भी नहीं बोल रहे। धर्मेंद्र प्रधान जी को अभी हटाइए, या जवाबदेही ख़ुद लीजिए। Modi ji, SACK Dharmendra Pradhan ji NOW.
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Amit sehra
Amit sehra@darsan44562·
Who is responsible for NEET paper leak...? A) dharmendra Pradhan B) Narendra Modi C) NTA D)India's education system Write your answer in the comment box and repost...👍👍👍
Amit sehra tweet mediaAmit sehra tweet media
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