Markets want some thing new music out performing cnc machines and market ditched forging companies.
Super strong earnings season
Music streaming to CNC machines to Forging cos.
Solid show all around @stockscansin
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Uday retweeted
That’s bigger plan by BEML
India imported TBM-related machines worth $486 million in FY26
Kennametal India, Innomet : Blockbuster results
Rapicut : Average results.
Replying to @GingerInvest44
Tungsten Carbide Theme:
China and America imposed restrictions on exports but this is crucial product in semiconductor industry.
Kennametal India: sells drill bits
Rapicut Carbides: makes tungsten carbide powders
Innomet Advanced Materials: Makes variety of tungsten products.
Still Reading, Comments are welcome.
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Broader themes with momentum:
Pharma,Capital Markets, Real Estate, Banks both pvt + public.
Surprisingly Capital goods is loosing the steam.
#StocksInFocus
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Uday retweeted
Strong hands are not identified by how fast a stock rises, but by how little it gives back when the market tests it.
What we know : A Glass is a simple glass but what a company knows?
Glass:
Acoustic
Solar control
Heat resistant
Rain Sensor
Camera glass
Privacy glass
Antenna glass
Hydrophobic
😱
Source : Asahi Indian Glass.
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Uday retweeted
My Diwali bets to name a few...do own diligence
- Diamond Power
- Lloyds Engineering
- Gujarat Fluorochem
- Connplex Cinemas
Uday retweeted
MY 10 POINTS DIWALI PICK
1: Look for such companies which Roe above 20% if having debt on balancesheet and sustainable for 5 years.
If Company has no debt then below 20% also works.
2: Look for Debt free companies if investing into small cap below 1000 cr mcap
If company having debt then it’s sales and profit must grow.
3: Look for sustainable or Rising Net profit margin and compare it with peers
4-Look for positive cash flow from operation and the Gap between Net profit and cash flow should not exceed 30%.
In case CAPEX done by company then it could be negative for some time.
5: Look for promoter holding, it should be above 50% if company mcap less than 500 cr. The more the Better
6: Look for such companies which is having wide gap between P/E and Return on equity.
For example - If Roe 20 then Pe should be 10 or Below.
In such case you will get good bargains
7: Try to Avoid Pledged stocks if it is above 20% and company mcap below 500 cr.
8: Look for CAGR Profit growth for 5 years and corresponding Mcap growth.
If profit growth more than mcap growth then good upside possible.
9:Look for Such companies which is rewarding investor through different means like Regular dividend payout, through bonus if stock lacks liquidity.
10: Don’t forget above points and try to apply. You may not get all points in one stock. However the more you explore, The more you learn.
Happy Diwali 🪔
#Diwali
HISTORY HAS BEEN MADE. 🚨
The 2026 market correction has officially entered the record books, marking the 5th longest bearish stretch below the 200 DMA in Nifty 50 history at 167 trading days!
For context, look at the historical giants this sits alongside:
1️⃣ 2008 GFC: 227 Days (-45.3% drop)
2️⃣ 1994–95 Liquidity Tightening: 207 Days (-23.6%)
3️⃣ 2001 Dot-Com / 9/11: 188 Days (-27.2%)
4️⃣ 2011–12 Euro Debt: 188 Days (-15.3%)
5️⃣ 2026 Market Correction: 167 Days (NEW ENTRY)
By lasting 167 sessions under the 200 DMA, 2026 has officially surpassed the 1992–93 post-Harshad Mehta scam correction (165 days) and the 2015–16 slowdown (159 days).
The good news? Historically, once these marathon endurance tests are finally behind us and the 200 DMA is reclaimable, the recoveries that follow have been generational. 📈
Are you buying the recovery or expecting another test of the lows?
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Uday retweeted
Diwali 2026 Ideas
Nifty Bees
Nifty Pharma ETF
Nifty FMCG ETF
Starting is to accumulate in 3-4 parts over the next few weeks
12-15% returns are my expectation
Give us a love of 100 reposts we will share some case studies from large & midcap names
Happy Diwali 🪔
Uday retweeted
Dhanteras Special 💚
Small & Midcaps
Imp time cycle date is approaching in November 2026
Process of Higher bottom in leading sectors have started....
Confirmation awaited near the date...
Give us a love of 150 reposts we will share the imp date & level on 12th Nov 2026
Uday retweeted
June 2022 - September 2024
We decoupled from global markets & outperformed massively
October 2024 - September 2026
Global market outpermed massively due to AI & other factors
October 2026 onwards
It seems that we have decoupled again
Initial signs of outperformnce r visible
Welspun Crop breached the price 2275Rs . This is where the promoter sold 2.4% equity via the block deal
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Nasdaq is bleeding ,Micheal Burry is huge short seller since Beginning 2026 in Nasdaq and Semiconductor and Nvidia. The legend 💪🏾@grok confirm.
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I want to capture this moment 😀😢so i captured. The most loved red candle of Retail investors in Bharat.
Crude down from 120$ to 94$
@nagendrapnp
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