RG Times

@srir54 Screener Prompt: Market Capitalization > 100 AND Sales last year > 100 AND Equity capital > 10 AND Promoter holding > 20 AND Is SME

#sme companies in my tracking list and their possible move to mainboard that we should keep a close watch for removing valuation discount, reducing entry barriers and improving liquidity. #weekend study

@krishnblue Jindal drilling Deep Industries Antelopus selan energy Asian energy services Alpha geo

Sectoral Tailwind (Windfall for the sector in actual sense•)~ Oil Exploration and Oil Discovery related companies gonna get huge traction in coming months. Expecting them to get flooded with orders. A space to be in and look upon. #Study #PDYOR

@jayeshjain94 @LearningEleven @grok Yash high voltage

@LearningEleven @grok name such listed indian companies making components as mentioned in the post

Indian transformer manufacturers tripling capacity While this might create excess capacity at some stage, this is good for companies that are manufacturing various components such as bushings, magnet winding wires, continuously transposed conductors that go into the transformers!

@ketanmba03 I don't see any execution risk.. The company was listed during euphoric times and the stock is facing the brunt of depressed times at present. Management quality is top notch.

A tiny Indian engineering co has hit an inflection point that’s still off many people’s radar Order book already 1700+ Cr One project alone can drive 525–630 Cr revenue next yr FY27 earnings cud jump 2–2.5x largely from work already in hand Real story may just be beginning🧵

@ketanmba03 JNK India.. Potential 5X in 3 years.

@RiteshThahryani @jeevanpatwa @grok Axiscades

@jeevanpatwa Hey @grok which company he is talking about?

Indian defense sector - Multi Decade theme Current geopolitics emphasizes need to re-arm multiple European and Middle East countries Venezuela and Iran saga exposes vulnerabilities in Chinese weapons India will emerge as formidable defense supplier owing to mfg capabilities and tech tie up with European and Israeli companies Largest private sector pure play defense company (not counting Bharat forge and L&T) having turnover of just 1000 crs providing multi year growth visibility for the sector.

@SonigraBabulal @MrFinterest renaissance Global Ltd

@MrFinterest RGL ?? Full name pls

RGL meeting large funds and family offices in Mumbai! Start of something big on the cards. A pure rerating candidate. (D-DYDD Invested)

@_kingkohli__18 You can't fly after certain time in the evening.. May be he was late, that's why he is hurrying.

Enduku raa alaa parigeduthunadu Helicopter akkade vundi 🤣

@musing_monica 25 years back there was no IT Economy in the country.. Moreover very few countries in the world are dependent on IT revenue.. It is high time, we should focus on Manufacturing.

If AI is going to take all jobs, how will the economics work?! businesses will shut down, banks will close, real estate will crash, colleges will be closed. We will end up in an era beyond imagination.

@RahulRao_1992 👍

@TimesRg firstprinciplesinvesting.substack.com

Releasing a deep-dive tomorrow on a "Niche Aluminium Player" on substack. Is this banner image too much? 😅

@samisosa1234 CCL products..

One Management you find extremely Capable and Honest ...A Management you completely trust ? Name Please

@winsttonxavier 4 Rs

idi nijamgaa honestly honest doubt….annagaru 2rs kg biyyam scheme pettinappudu aaroju ki aa quality biyyam market lo entha rate undedi

@BaluGorade HDFC ergo is best in claims ratio..

Health insurance premium - For a 25 yr old, wife + 4 yr son. ₹5 lakh cover HDFC Ergo = ₹17k Care Health = ₹10k Features look similar. How does Care manage to offer such low premiums?

@Back2Trade @investorniti Don't sell in panic.. It may take 3-4 months to stabilize.

@investorniti What to do in such phase ?

Midcap-Smallcap-Microcap Khoon ke aansu day i guess 🔴 All i see is red .. Very difficult for many investors to absorb this phase.

@b50 so true.

Zerodha, Groww (and soon) Dhan have gobbled up revenue share, market share, customer share, profit share from the HDFC, ICICIs of the world. One of the biggest tech led disruptions in a customer centric industry that was so ossified it was presumed as unbreakable. Who’d take on banks, right? A bunch of young founders did. Led by tech, they destroyed every moat built over the last 20-30 years by large banks. What a story.

@chiragbarjatya Just to prevent people from making Insta reels..

At Pune airport they make you sit in bus for 50 meters drive to arrival. Like the arrival door is only 50m away and you get in bus just to get down in 30 seconds. Difficult to understand this protocol.

@Chart_Wallah108 PE is around 20 during Nov'20.. it is PE expansion with earnings.

Laurus Labs when margins gave breakout in june 2020 💹 stock rallied from 90 --> 700+ 🔥 A 7.7X Mulitbagger in just 1.2 yrs 🔥 👉🏻 Now margins have again given a breakout, imagine what if margins structurally improve.

@Manisankar10918 @ChikouTrader They need to grow at 75% cagr to acheive 5000 cr turnover in next 5 years.

@ChikouTrader RMCSwitchGears FY30 Guidance Revenue - 5000 crores Current Financial year Margins - 10% Assume Current Margin in 2030 Net Profit - 500 cr Current Market Capital - 772 cr Eps will be 500-600 Yearly Assume PE Ratio of 20 20X734=14680 if all goes correct this will be Multi bagger

🛑Name Stocks which can become - Long-Term 10-20 x Potential Stocks (>5 Years View) comment stock name below.

@indiantweeter Because of ETF investments.. The ETFs need to buy physical Gold & Silver to hedge the investments.. When people start selling ETFs there will be steep correction.

There is a method to madness. India moved 100 tonnes of physical gold from UK to India. there is no physical gold available in markets, there is a 5 day delivery shortage. Something is brewing, either a major fall is coming or gold will reach 1.5 lakhs within this month.