NISM Certified RA. Coder, Full stack AI developer. IIIT Basar, 8+ years in SM. Investing with AI. Swing Trader. Techno funda. Startups | Sports | Psychology
Hyderabad
Joined September 2023
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We do reserach on multiple stocks businesses, reports, concalls, management interviews..etc.
Available anytime, 😎DM us - Let's have 1-on-1 chat too if you any doubts.
Our stock analysis has been a great hit, see this thread for more 👇
Manorama Industries
Last all 5 quarters - 40% growth
Profit growth 50 - 150% range
What a company
Creating products out of nowhere or wastage?
Today after market hours concalls
- POCL
- Avalon Technologies
- Kwality Pharma
- Action Construction Equipment
Interesting to read out concall summaries of these companies
1
7
655
Who will become another Dixon Technologies ?
- Syrma
- Avalon Technologies
Who is more capable?
2
2
831
Good results can't guarantee the stock price gain on the next day
Valuations matters, Expectations matters
Courtesy - Avalon Technologies
TD Power
Entire FY 23 revenue is around 850 crs
Now single quarter is 840 crs
Deserved to be multibaggar - 15x in the last 5 years
3
12
1,017
Ginger Investor retweeted
TD Power - Great set
Revenue and Profitability continue to increase
Whats your expectations tomorrow?
Ashish Kacholia Stocks 👍
Less talk, more returns - The Ashish Kacholia way
Look at the stocks that he hold
1. Advait Energy
2. Aeroflex
3. Agarwal Industries
4. Ardee industries
5. Asian Energy
6. Balu forge
7. Beta drugs
9. Bharat Parenterels
10. C2C Advanced
11. Carysil
13. Concord Control
14. ESDS Software
15. Finbud Financial
16. Indo SMC
17. Knowledge Marine
16. Man industries
17. SG Finserve
18. Stovecraft
19. Thomas Scott
20. V marc
21. Vikran Engineering
22. Yasho industries
23. Z-Tech
24. XPRO India
✅Bookmark & Follow us
4
1,335
TD Power
Management guidance upgrading almost close to more 15% 🔥🔥
Fantastic guidance and results
TD power systems ~#Q2FY27
Revenue ~841 cr VS 452 cr
+86%YOY | +31.44% Q0Q
PAT 124 cr VS 60 cr
+105%Y0Y | +43%Q0Q
EBITDA 174 cr VS 82 cr
+111% YOY| +42%QOQ
EBITDA margin ~20.63%VS 18.26%
✅Excellent number
✅ Mangement Guidance ~upgraded
NEW Guidance ~15% Additional growth, Guidance Upgraded 2600 cr to 3000 cr
They say inflation is 6%
Ground Data shows the otherwise
- Milk - 17.4%
- Curd - 25.9%
- Domestic LPG - 10.2%
- Petrol - Close to 6%
- Groceries - 35%
- Vegetables - 40% above
Poor & Middle class struggling. They continue to struggle
Hitachi Energy
Fantastic result set again
Every quarter - They prove themselves why they command expensive valuation
7
10
2,445
Marine Electricals
Yesterday up 6%
Today up 6%
WIthout reason, stock falled because of AI stocks fallen but exports only 6% of total revenue
Supports Indian data center which have a huge growth ahead
So recovery was on the cards along with market bullish sentiment
3
15
1,691
Another beautiful quarter for Fiem Industries
Auto Ancillaries continue to post good numbers
2
9
1,222
TD Power - Great set
Revenue and Profitability continue to increase
Whats your expectations tomorrow?
Kaynes technoloiges
Revenue growth has been wonderful in the last 13 quarters
Superb growth - Result is due on this saturday
