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Pinned Tweet
Small Cap: India Manufacturing Mega Theme:-
(1) Kaynes Tech:
A leading end-to-end and IoT solutions-enabled integrated electronics manufacturer in India, with capabilities across the entire spectrum of ESDM services.
(2) PG Electroplast :
Co. specializes in Original Design
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(6/10)
List of
#SME
companies & Multi bagger opportunity)
Qualified stock based on fundamental parameters:
- Megatherm Induction (CMP : 463)
- Nirman Agri Genetics (CMP: 329)
- Network People Services Technologies (CMP : 1786)
- Oriana Power (CMP: 2563)
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(10/10) List of high growth
#SME
companies & Multi bagger opportunities.
1) Vilas Transcore (CMP : 491) >> Good fundamentals & No debt
2) Virtuoso Optoelectronics : (CMP: 315)
3) Winsol Engineers (CMP: 420) - FII has 9% stake
Wait and watch:
1) Waree Renewables (CMP : 1911) >>
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291
Mid Cap : Techno Electric & Engineering Co. Ltd
( + Fundamentals + Cash Flow, DM for Excel sheet to get readymade analysis on every stock)
Facts -
1) ROCE - 16% (YOY)
2) ROE- 12% (YOY)
3) Trailing P/E -58
4) EPS Growth - 9%
5) Debt/Equity - Nil
To be
𝗗𝗲𝗯𝘁 𝗙𝗿𝗲𝗲 𝗨𝗻𝗱𝗲𝗿𝘃𝗮𝗹𝘂𝗲𝗱 𝗠𝘂𝗹𝘁𝗶𝗯𝗮𝗴𝗴𝗲𝗿 🔥
can potentially 10X in 6 yrs 💥
👉 𝐅𝐮𝐭𝐮𝐫𝐢𝐬𝐭𝐢𝐜 𝐂𝐨𝐦𝐩𝐚𝐧𝐲
• Data Centre
• Smart Meter
• Power
• Air Quality Control
A Mega [ Thread ] 🧵
Techno-Funda Analysis Below 👇
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#Oriana
Power down 36% from 52 weeks high. One should not overlook cash flow.
Facts -
(1) Cash Flow from Operation to Net profit is 38%.
(2) Cash flow from operations growth is less than account receivables growth cumulatively.
(3) Revenue to receivables is averaged at 20%
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Small Cap - Indian Manufacturing Theme
PG Electroplast Ltd : Cash Flow Review
Facts :-
1) Revenue to Trade recievables: 12%
2) Cash profit margin > Net profit margin
3) Free Cash flow = Positive
4) CFO to PAT Ratio = 1.83
5) CFO to EBITDA = 0.73
PGEL Q1FY25 Con- Call:
1. Operating revenue for product business grew 124% YOY. Inspite of ASP being down by 8% for several categories.
2. RAC grew by 130%, washing machine 72% and coolers by 287% YOY (sales).
3. PGEL's product offering is well received. Focus is on both cost
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Small Cap - Indraprastha Medical Corporation Ltd
( + Fundamentals + Cash Flow, DM for Excel sheet to get readymade analysis on every stock)
Facts -
1) ROCE - 26% (YOY)
2) ROE- 38% (YOY)
3) Trailing P/E -26
4) EPS Growth - 23%
5) Debt/Equity -0.07
6)
INDRAPRASTHA MEDICO
From Rs 85 to 414 now🔥
Almost 5X in just 1 year🔥
Majority have sold it and i know well, very few have patience to hold for even 1 year, those who are still holding don’t forget that quant mutual fund has just started buying from Rs250 so don’t settle for
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Smallcap: Gensol Engineering Ltd
Facts:
(1) ROCE - 12%
(2) ROE - 19%
(3) Trailing PE - 52
(4) EPS Growth - 88%
(5) Order book - Rs. 5,000 Cr (Concall Transcript)
Required more review:
(1) Debt/Equity - 5
(2) Sales (QOQ) - 26% down (Management mentioned that majority of sales
Management guidance of 100%+ Top Line Growth 🔥
Order book of 5000 Cr, greater than Market cap 🔥
#Concall
#Multibagger
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For Data center stocks,
If we apply the following criteria,
Revenue growth below : 12% Shares outstanding <2% Net debt to FCF below: 5x Free cash flow growth below : 15% Return on Invested capital below : 15% Earnings per share growth below : 15%
then,
Eligible Data Center
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👇Major shift in the textile sector! 🚨
Bangladesh's political instability is creating a golden opportunity for India's textile industry.
With potential boosts in exports by $400M/month, Indian textile companies are set to benefit.
Facts about Bangladesh textile industry:
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@RakJhun
The other side of the story, one should talk about.
I had a chat with a 32 yr old in 60 lakh debt from F&O trading. He did an MBA and began trading options in college itself, in a small way. He then got a job in a bank. The pressure of life in Mumbai on a fresher salary made F&O alluring. So the habit continued. He tried trading
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Government has boosted capital expenditure in key sectors, including:
1) Defence Services: ₹14,772 crore, enhancing national security and defence capabilities
2) Railways: ₹12,000 crore, upgrading infrastructure and improving transportation networks
3) New and Renewable
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#blackbox
ltd.'s share price increased by 101% in last six months. Please observe some interesting cash flow behavior for Mar-20 and Mar -21.
(One should never overlook cashflows)
Facts -
(1) Cash Flow from Operation to Net profit is 598%, because of two unusual years Mar-20
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@IndianTechGuide
Possible reasons for heart attack in students,
- Stress and mental health issues
- Sedentary lifestyle and lack of physical activity
- Unhealthy dietary choices and obesity
- Smoking and alcohol consumption
- Diabetes and hypertension
- Family history of heart disease
- Lack of
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Krishna Defence & Allied Industries has corrected 47% now.
@deepak4748
has covered good points in his thread.
Few more facts from cash flow perspective for this Co.:-
(1) The company has reported negative Cash Flow from Operations (CFO) for two consecutive years, despite
Krishna Defence & Allied Industries has correct approx. 47% from all time in spite of excellent half-yearly result and very good fundamentals. Why? Let's find the answer.
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Rudra Gas Enterprises Ltd
Facts -
(1) Cash Flow from Operation to Net profit is 48%.
(2) Cash flow from operations is cyclical YOY basis vs account receivables growth cumulatively.
(3) Revenue to receivables is averaged at 29% for the last ten years.
Rudra Gas Enterprise Ltd, CMP: 154
Market Cap.: ₹ 129 Cr.
Stock PE: 27.2 vs Industry PE: 25.3
ROCE: 31.2 %
ROE: 59.2 %
OPM: 13.2 %
Debt to equity: 0.8
Pledged : 0 %
Price to book value: 4.90
Price to Sales: 2.02
Promoter holding: 73 %
DII & FII holding : 0 %
Sales & Profit
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#wareertl
Waree Renewables is 53% down from its 52 week high. (CMP 1,431, 52 week high : 3,037).
Facts -
(1) Waree renewables targets 15.5 GW bidding pipeline, as per Financial express. Average strike ratio is 25%.
(2) Average EPC contract execution is 9 to 18 months,
(3)
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@CaVivekkhatri
Expanding the tweet : (Repost & Like)
Market capitalization:
IREDA (INR 30,102 crore), PFC (INR 1,39,198 crore)
Net profit:
IREDA (INR 1,033.67 crore), PFC (INR 17,946.36 crore)
Revenue:
IREDA (INR 4,225.76 crore), PFC (INR 83,141.9 crore)
Profit margin:
IREDA (24.46%), PFC
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List of high growth
#SME
companies & Multi bagger opportunities.
(Best stocks from previous 50 SME companies)
(1) Megatherm Induction
(2) Nirman Agri Genetics
(3) Network People Services Technologies
(4) Sahana Systems
(5) Systango Technologies
(6) Teerth Gopicon
(7) Trust
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@IndianTechGuide
Expanding the tweet :
The Karnataka government has approved a bill that mandates the following for the private sector:
50% of management positions must be reserved for local candidates.
75% of non-management roles must be reserved for local candidates.
The bill applies to
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Government opens door for foreign investment in aircraft MRO sector: 100% FDI now available.
5 MRO companies are set to benefit from there by way of foreign investments and collaborations.
The government has taken several steps to facilitate the setting up of aircraft MRO
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Ceinsys Tech Ltd (CMP : 732)
Facts :-
1) Revenue to recievables is improving YOY,
2) Cash profit margin > Net profit margin
3) Free Cash flow = Positive
4) CFO > Account Receivables.
(Dis - For education purpose, no buy/sell recommendation)
#stockmarket
#microcap
Added CEINSYS TECH as a portfolio stock 🌟
The co. is into geospatial eng, techno-solutions,
venturing into data-centers.
Apart from above, The co. is into WATER MANAGEMENT
and is covered under jal jeevan mission.
Available at a forwrad pe of 22.
Track closely !!
#undervalued
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List of SME Top 10 Stocks shared by
@Aditya_joshi12
today.
(Timeline of events + Fundamentals = Signals)
1) Virtuoso Optoelectronics (CMP : 315)
2) Concord Control Systems (CMP: 1071)
3) Jayant Infratech (CMP : 166)
We have added number of shareholders, Net profit margin (only
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Small Cap - India Recycling Stocks Theme "(Fundamental + Cash Flows+ Warren Buffet Indicator based on 8 Key Paramters)
Interesting businesses to know, read it below 👇
(DM for Individual/Master Stock excel to save hours of research)
Gravita India : (Mcap : 14,851)
Established
𝗧𝗼𝗽 𝟱 𝗨𝗻𝗱𝗲𝗿𝘃𝗮𝗹𝘂𝗲𝗱 𝗥𝗲𝗰𝘆𝗰𝗹𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 ♻️
A Mega [ Thread ]🧵
5 potential stocks below 👇
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(1/n) Thread: How do Companies Manipulate Cash Flow from Operating Activities (CFO)?
1. Showing Debt as inflow under Cash Flow from Operating Activities (CFO)
2. Showing sale of business divisions as an inflow under Cash Flow from Operating Activities (CFO)
Earnings are an
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(9/10)
List of high growth
#SME
companies & Multi bagger opportunities.
- Supreme Power Equipment (CMP : 324)
- Systango Technologies (CMP: 263)
- Teerth Gopicon (CMP : 493)
- Trust Fintech (CMP: 205)
- Urban Enviro Waste Management (CMP: 408)
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MicroCap : Ecoplast Ltd (Market Cap - Rs. 178 Cr, PEG Ratio -0.3)
Facts -
(1) Cash Flow from Operations to PAT/EBITDA > 1.0
(2) Cash flow from operations growth is > account receivables growth YOY wise.
(3) Receivables Turnover ratio is 18%.
🚀 MULTIBAGGER ALERT! (PART-27) 🚀
Can this Mainboard stock have the potential to become a Multibagger?
It nearly meets all 8 strategies mentioned in the quoted tweet exceptionally well.
A Thread🧵
Please Bookmark and Retweet🙌
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Upcoming Share
#Buybacks
:
Companies planning to buyback shares in the next 15 days, including buyback price and key fundamentals.
We've added two critical metrics:
1. PAT to CFO ratio (last 10 years): Shows how well profits translate to cash flow.
2. Cash margin (CFO/Revenue):
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Thread Part -2 : How do Companies Manipulate Cash Flow from Operating Activities (CFO)?
1. Showing Debt as inflow under Cash Flow from Operating Activities (CFO) (Please see reply section)
2. Showing sale of business divisions as an inflow under Cash Flow from Operating
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The India Packaging Market is expected to reach $ 204.81 Bn by 2025, registering a CAGR of 26.7% during the period of 2020-2025.
Packaging sector is back in action after 2 years of underperformance, which is reflecting in its Sales and profit growth for the last 3 years.
Facts
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6 Companies announced LARGE ORDERS this week. We have calculated net profit impact for the current year of these orders.
It is important to take informed decisions in present market scenario. Net profit margin is in single digit of these companies based on March 2024.
Are you
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For Companies posted Good Quarterly Results,
If we apply the following framework,
Revenue growth > 12%
ROCE and ROE > 15%
Pledge shares < 10%
then, eligible stocks:
(1) Arrow Greentech
(2) ITD Cementation
(3) Caplin Point lab
(4) Symphony
(5) Dolat Algotech
(6)
Companies Posted Very Good Quarterly Results, Increase in both Sales & Profit on QonQ and YonY Basis (List 3) 🔥🔥🔥
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Maga Defense Stocks Thread
#Budget2024
Stocks with five key themes for the budget day :-
List 1/5 : Aricraft, Missiles, Drone Technology
1)
#HAL
2)
#bdl
3)
#DCX
4)
#ideaForge
5) Tanjea Aerospacee
6)
#paras
7)
#DATAPATTNS
#stockstofocus
#StocksToBuy
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@IndianTechGuide
Here are some key facts about the economy of Maharashtra, which is valued at over $450 billion:
- Contribution to national GDP: 13% ²
- Target for future growth: $1 trillion in GSDP (Gross State Domestic Product) by FY28
- Historic growth rate: 9% from FY12-FY22
- Contribution
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#CDSL
#CDSLIndia
Technical + Fundamental = Signals
The company has:
- Reduced debt and is almost debt-free
- Delivered strong profit growth (29.9% CAGR over 5 years)
- Consistently high return on equity (ROE) of 28.9% over 3 years
- Maintained a healthy dividend payout of 55.3%
CDSL almost 20% up today after great breakout with volume
Sometimes you need to wait for months to get this type of moves in a single day
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@IndianTechGuide
#Koo
is shutting down because its acquisition talks with Dailyhunt have fallen through.
Here are some additional points about the situation:
Here are some key points about Koo:
- Koo is an Indian microblogging platform .
- Koo has stopped paying salaries to its employees from
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#Shaktipumps
India Ltd, 4% up today. One should not overlook cash flow.
Facts -
(1) Cash Flow from Operation to Net profit is 95%.
(2) Cash flow from operations is cyclical YOY basis vs account receivables growth cumulatively.
(3) Revenue to receivables is averaged at 34%
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Shakti Pumps India Pvt Ltd: Simplified One Pager (Spend Minutes, Save hours)
We've reviewed the company's:
- Audited financial statements last three years
- Latest con call transcript
- Last quarter BSE filings
- Management background
Key points simplified for your
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Genus Power Infra wins orders worth Rs. 2,925 Cr.
(CMP: Rs. 389 and Market Cap : 11,805 Cr)
Facts -
(1) Order book exceeds Rs. 24,383 crores now, as per con call.
(2) Average award contract execution is 24 - 27 months after signing of contract that takes 3-6 months.
(3)
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#Dmart
vs
#zepto
(Apart from Dmart that owns 371 stores, which is the real value at a very premium locations, here is the financial comparison between the two companies)
Financial comparisons between Zepto and DMart :
Growth Rate:
Zepto is growing at 2-3x every year, while
One side aggressive platform based Technology Adaptation
One side Conventional Brick Model Expansion & Platform based adaptation
#Dmart
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(8/10)
List of
#SME
companies & Multi bagger opportunities.
Qualified stock based on fundamental parameters:
- Sahana Systems (CMP : 1,790)
- Storage Technologies & automation ( CMP:197)
- Sunita Tools (CMP : 748)
We have added industry and lot size today for quick
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Small cap: De Nora India Ltd (CMP: 1706, Market cap : 904 Cr)
P/E : 38 vs Industry PE : 60 (Source : Groww)
ROCE - 22%, ROE - 17%
Sales 3 years - 13%
Profit 3 years - 49%
ROE 3 years - 20%
No borrowing
Promoter holding - 54% (Oronzio De Nora Int BV)
P/B -7.57 times
PEG Ratio -
DNIL is a part of Oronzio De Nora International B.V. of De Nora Group which is an Italian multinational company and has 24 operating companies in 10 countries and 5 R&D centers in Italy, United States, and Japan. It holds 53.68% of equity of DNIL.
#Denora
1/n
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Stocks that have 1 or less than 1 PE to growth ratio (PEG Ratio) -
Tinna Rubber - 0.5
Infibeam Avenues - 1
Valliant Communication - 0.3
HPL electric - 1
SJS enterprises - 0.9
Suryoday small finance bank - 0.1
(Source - Trendlyn and )
#StocksInFocus
Companies which have Posted Very Good Quarterly Results, Increase in both Sales & Profit on QonQ and YonY Basis (List 1) 🔥🔥🔥
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@vineelaero
@CaVivekkhatri
Here you go -
#PFC
vs
#IREDA
vs
#REC
Market capitalization:
IREDA (INR 30,102 crore),
PFC (INR 1,39,198 crore),
REC (INR 1,04,946 crore)
Net profit:
IREDA (INR 1,033.67 crore),
PFC (INR 17,946.36 crore),
REC (INR 13,726.45 crore)
Revenue:
IREDA (INR 4,225.76 crore),
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Thread: Hidden Gem (Visual Thread - 2 minutes to go through)
#Kellton
Tech Solutions : CMP: 138 (14% up today)
(1/8) About the company :
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Stocks with 15+ years breakout with key fundamentals:
#BPL
: 23 years Breakout soon
#AMJLAND
: 19 years Trendline Breakout
#INDSWFTLAB
: 19 years Trendline Breakout
#ISMTLTD
: 18 years Breakout
#NLCINDIA
: 18 years Breakout
#CTE
: 17 years Breakout Soon
#INDIACEM
: 17 years
Multiyear Breakout Stocks:
#BPL
: 23 years Breakout soon
#AMJLAND
: 19 years Trendline Breakout
#INDSWFTLAB
: 19 years Trendline Breakout
#ISMTLTD
: 18 years Breakout
#NLCINDIA
: 18 years Breakout
#CTE
: 17 years Breakout Soon
#INDIACEM
: 17 years Breakout soon
#GEOJITFSL
: 16
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(1/10) List of SME companies with huge potential. Only for Study Purpose.
Five companies are published everyday, since a lot of data is to be fetched from financials/Investor presentation.
#multibagger
#SME
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@rohaninvestor
Context of investment is important -
1. Contingency/Emergency:
Goal: Save for unexpected events or financial emergencies
Liquid funds, money market instruments, or short-term debt funds
2.Long-term growth:
Goal: Grow wealth over an extended period
Equity funds, diversified
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#RAYMOND
Group has simplified its business structure after demerging its real estate business from its holding company, Raymond Ltd. (CMP: 2316)
We've summarized the key points from the 21-page conference call transcript, saving you time and effort.
(Best viewed on desktop and
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Top Performers Based on Various Fundamentals in Textiles & Garments Sector:
Garware Technical Fibres:
High ROCE (23%) and ROE (18.5%) with a good OPM (21%).
Raymond:
Highest market cap (19,458Cr) with strong ROCE (31%) and good profit growth (178%).
Kewal Kiran Clothing:
Companies Working in Textiles & Garments Sector 🧥🥻👖👗🧦👛🧣👘👔👕👚🧤🩳🩲👙🩱👝🧢👟🎓 "PLI scheme for textiles sector likely to be extended to garments: Textiles Minister"
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(7/10)
List of
#SME
companies & Multi bagger opportunity)
Qualified stock based on fundamental parameters:
- Premier Roadlines (CMP : 154)
- RMC Switchgears (CMP: 657)
We have added industry today for quick scan.
-----------------------------------------------------------
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Companies announced StockSplit last week (Education with examples) :-
(Pink highlighted Cos. need detailed examination based on the fundamental parameters)
Stock splits are announced by companies for a few reasons:
1. Increase in stock price:
If a company's stock price has
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(1/2) Small Cap - Insectisides India Ltd (CMP :1011, 9% up today)
(Fundamental + Cash Flows + Warren Buffet Indicator across 1 to 10 years, DM for excel)
Insecticides India is into manufacturing of agrochemicals (technicals and formulations) and biological and household
Quite an insightful con-call to get guidance on overall sector.
Industry was under-prepared for such demand & monsoon season.
Q2 and current financial year (FY25) should be strong for agro-chem companies.
D - Not holding Insecticides ; sharing for information purpose only.
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More perspective on, Himadri Speciality Chemical Ltd acquires 40% of Invati Creations Pvt. Ltd.
- Invati Creations specializes in cutting-edge technology for:
- Agrochemicals
- Animal health
- Energy storage
- Founders hold 70+ international patents in areas like
Himadri's Profit to double in 3 years with better margins & RoCE. Co intends to maintain net-debt-to-EBITDA ratio at 1:1. It is not looking for any dilution or raising debt in near term. Focus is on projects driving RoCE growth & on reaching mid-30s RoCE
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List -1: Companies with 100% Promoter's pledge
(1) Bajaj Hindusthan Sugar
(2) Thyrocare Technologies
(3) Vedanata
(4) Polyplex
(5) Orient Green
Facts -
(1) As per NSE Data, 1462 promoters have pledged their shares for Rs. 7.74 lakhs Crore, as on 21st Aug 2024
(2) What are
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@deepak4748
Few more facts from cash flow examination:-
(1) The company has reported negative Cash Flow from Operations (CFO) for two consecutive years, despite experiencing sales growth.
This discrepancy raises concerns about the company's ability to convert revenue into cash and may
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@nagendrapnp
Thanks for the question Nagendra.
General perspectives are,
(1) Cash flow from operations should be closer to/equal to net profit over the period of 5/10 years.
(2) Account receivables growth < Sales growth to see whether the company is able to realise its sales on time
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🚨 PM Janjatiya Unnat Gram Yojna :
₹2.66 Lakh Crore for Rural Development and Rural Infrastructure has been allocated to adopt 63,000 Tribal Villages Benefitting 5 Crore People Across The Country.
10 companies that have highest revenue in yellow from Rural area with their
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Small Cap: Genus Power Infrastructure Ltd
(
@screener
.in (you do not require Screener premium + Fundamentals + Cash Flow, DM for Excel sheet to get readymade review on stock)
The review of the co can differ industry to industry, our goal is to provide facts supported by numbers.
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Indian Hotel Cos: Large Cap to Small Cap & Leading indicator compared to peers
(1) EIH Ltd :
PEG, P/E, EPS growth, Warren Buffet Indicator, ROCE, ROE
(2) Indian Hotels:
FII/DII share
(3) Chalet Hotels:
Debtor days, Net Profit Margin, Cash Profit Margin
(4) Lemon Tree:
The Hotel Sector's structural tailwinds are intact. Up-cycle expected to be a long and sustained one due to Domestic travellers, Foreign tourist arrivals & MICE. Valuations are not stretched with Fundamentals improving. Buy Chalet Hotels & Juniper Hotels
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For Renewable Energy Power stocks,
Applying golden fundamentals rule,
Revenue growth above: 12%
Shares outstanding < 2%
Net debt to FCF below: 5x
Free cash flow growth above: 15%
Return on Invested capital above: 15%
Earnings per share growth above : 15%
Pledge of shares
Government of India approves new transmission schemes worth ₹13,595 crore to evacuate 4.5 GW RE power each from Rajasthan and Karnataka. 🗼⚡️🔌
Some companies involved in Electrical Power Transmission.
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@deepak4748
Only two companies have PEG ratio <1 :
(1) PG Electroplast - 0.7
(2) Cyient DLM Ltd - 0.8
Majority are above 2 and few are having negative PEG ratio.
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List of
#SME
companies with order book and relevant ratios - (Repost, like and save for later)
- Bondada Enegineering Ltd
- Gensol Enginnering
- Cosmic CRF Ltd
- Power Mech projects
- Titagarh Rail Systems
-----------------------------------------------------------
Please note
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@rohaninvestor
curious....
on lighter note - AI would answer this as
"passengers who predominantly travel in sleeper and general classes."
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India is poised to become a hub for data centers in the next 5 years! 🚀
This sector is expected to see tremendous growth, making data center stocks a hot investment opportunity.
Let's dive into the analysis of these stocks and explore the potential winners!
#DataCenter
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For the SME stocks,
Apply the following basic fundamentals to save your capital,
List of SME Companies with huge potential. Only for study purpose.
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#Promoters
stake sale > 1% last week:
Facts -
Do further research/study on,
-
#Sapphire
Foods (Cashflows > Net profit),
-
#Sical
Logistics (Cashflows = negative),
-
#Ace
Software Exports (QoQ sales down by 71%)
#StockAlert
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@Sudheep8531
Listed companies in textile business and has a export presence in yarn, polyster, fabrics and garments-
(1) Vardhman textiles Ltd
(2) Indo Count Industries Ltd
(3) Garware Technical Fibres Ltd
(4) Jindal Worldwide Ltd
(5) Ganesha Ecosphere Ltd
(6) Jindal Poly films Ltd
(7)
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Interesting 10 businesses where BiGBULLS has bought shares in last quarter :-
Bigbull Names -
1) Vijay Kedia
2) Dolly Khanna
3) Mitesh Mehta
4) Zaki Abbas Nasser
5) Ayush Mital
Information credit -
@thebigbulldeals
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Detailed analysis of first 35 companies here,
SME Companies with huge potential. Only for study purpose. 🔥🔥🔥
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HG Infra Engineering Ltd announces a notable order win of ₹763 Cr, but it's essential to look beyond this one-time gain.
A closer examination reveals a concerning trend of negative cash flow from operations for the past three years, resulting in negative owner's earnings - a
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#Zomato
's Q1 results show a multifold profit jump to Rs 253 Cr, with revenue soaring 74%.
However, if we exclude the one-time 'other income' of Rs 236 Cr, the adjusted profit for Q1FY25 would be Rs. 17 Cr.
Moreover, if we apply this adjustment to previous quarters, the profit
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@KhapreVishal
#PFC
We compared their performance numbers here.
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Will India's stock market be impacted by Nikkei 225's 12% drop in the last five days?
Simple explanation:
For years, Japan's ultra-low interest rates made it an attractive destination for cheap financing.
Institutions exploited this by borrowing Yen at low rates, converting it
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@rohaninvestor
50 SME companies with fundamentals mentioned in the thread for quick view:
(10/10) List of high growth
#SME
companies & Multi bagger opportunities.
1) Vilas Transcore (CMP : 491) >> Good fundamentals & No debt
2) Virtuoso Optoelectronics : (CMP: 315)
3) Winsol Engineers (CMP: 420) - FII has 9% stake
Wait and watch:
1) Waree Renewables (CMP : 1911) >>
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(1) Cash flow from operations = positive is one of the fundamentals for any company, when ones to buy the stock.
(2) If cash flow from operations = positive and cash flow from investing= negative
Then,
The company is expanding its capacity for future growth.
(3) If cash
The Cash Flow Statement Explained Simply:
Everything you need to know in <10 minutes
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Brilliant story of
@Apple
and Forest Gump movie.
“Forrest Gump” came out 30 years ago today and still has Hollywood’s greatest angel investment ever: Forrest Gump and Lt. Dan buying into Apple.
In this timeline, they got to Steve Jobs and Steve Wozniak in September 1975, which is 6 months before the launch.
And prior to the
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@deepak4748
Good Jewellery stocks to keep in radar after decrease in import duty -
(1) Sanco Gold
(2)PNGS Gargil Fashion
(3) Radhika Jeweltech
(4) DP Abhushan
(5) SKY gold
(6)Kalyan Jewellers
(7) Titan Company
Framework to analyze Jewellery stocks :
PEG Ratio : <1 (applied last three
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CRISIL upgraded the rating of Bondada Engineering Ltd for total credit facilities from INR 283 Cr to INR 483 Cr.
The long-term rating has been upgraded from BBB+/Positive to A-/Stable, and the short-term rating from A2 to A2+.
Keep the stock in radar with good order book in
List of
#SME
companies with order book and relevant ratios - (Repost, like and save for later)
- Bondada Enegineering Ltd
- Gensol Enginnering
- Cosmic CRF Ltd
- Power Mech projects
- Titagarh Rail Systems
-----------------------------------------------------------
Please note
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@sahilbhadviya
This is what was the rumor for quite sometime in the market that some of the AMCs might be in SEBI radar for front running.
I hope this does not get true otherwise market will start seeing the correct.
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Top stocks that exhibited strong price and volume momentum last week, along with a brief fundamental analysis to help you make informed investment decision :
Technical + Fundamental = Signals
Stocks to monitor :
1) Hawkings Cookers (CMP = Intrinsic value)
2) RKEC Projects
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SEBI's futures & options proposed changes in consultation paper: Will the market react with volatility or calmness tomorrow?
#MarketWatch
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@Chart_Wallah108
Expanding the tweet -
Small Cap: India Manufacturing Mega Theme:-
(1) Kaynes Tech:
A leading end-to-end and IoT solutions-enabled integrated electronics manufacturer in India, with capabilities across the entire spectrum of ESDM services.
(2) PG Electroplast :
Co. specializes in Original Design
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@IndianTechGuide
More on this:
**Gujarat**:
Recently, three of Tesla's component suppliers visited Gujarat to explore potential sites for expansion. These suppliers manufacture various automotive components and are keen on setting up facilities in the state.
Tamil Nadu:
Two European suppliers
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@ShridhantS
Simple view on Fundamentals + Cash Flow
Facts -
Operating Margin - 5%
NPM & Cash Margin are consistant - 3%
CFO to PAT = 1
Net Cash flow and Free Cash flow = Positive
EPS Growth > 15% for 5 years
Further review -
PEG : (1.5)
Trailing PE : 50
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@shome_rajarshi
ROE is key to evaluate the stocks,
ROE > GDP growth + Inflation = Good
ROE > GDP growth + Inflation + FD rate = Great
ROE > GDP growth + inflation + Index return = Greater
ROE > GDP Growth + inflation + FD + Index return = Greatest
#ROE
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@Akshat_World
For option 3,
"What's the use of paying so much tax, better to move abroad"
Abroad:
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Stocks With High Promoter n Low Non Institut./Public Shareholding.
If you are holding/planning to buy, do a quick scan to make informed decision.
(1) Endurance Technologies
(2) ZFCV India
(3) Honaut
(4) 3M India
(5) Linde India
Discl: Note for info only.
cc:
@DhanValue
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@deepak4748
The company is in a very niche industry.
The non-woven fabric market size is estimated at USD 57.42 billion in 2024 and is expected to increase to USD 77.24 billion by 2029.
The growth is expected to be at an annual CAGR of 6.11% during the forecast period.
Here are some key
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EMS Companies that have PEG ratio < 1 :
(1) PG Electroplast - 0.7
(2) Cyient DLM Ltd - 0.8
Companies Working In Electronic Manufacturing Services (EMS) Sector🔌🔦🔋🚃🪫⚡️📱🚗📳📶📺📻💻⌨️🖥️🖨️💽💾🖱️⚡️
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Here are some key facts about the economy of Maharashtra, which is valued at over $450 billion:
- Contribution to national GDP: 13%
- Target for future growth: $1 trillion in GSDP (Gross State Domestic Product) by FY28
- Historic growth rate: 9% from FY12-FY22
- Contribution to
🚨 Maharashtra has become 1st state in India to cross $500 billion economy.
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@ShridhantS
Framework to eliminate the stock :
ROE & ROCE < 15%
Cash flow operations = Negative for the last two or three years
PEG > 1.5
Promoters stake < 50% unless restrictions
Sales and profit growth < 10%
OPM < 15%
Net profit margin < 5%
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