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AAshish RK Agarwal🔆⚡️ Profile
AAshish RK Agarwal🔆⚡️

@Confident_AA

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CA | All India Ranks 💡 Mentor | Investor 🙌 Technofunda⚡️Believer in Equity 🔆 All views are personal

Mumbai, India
Joined January 2014
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@Confident_AA
AAshish RK Agarwal🔆⚡️
10 months
Very Important Message for all Indians 🇮🇳 “My income. My house. My car, My business. My other Assets etc.  All this is safe, as long as Country is safe. Otherwise everything will go up in flames. Today two million Ukrainians are taking refuge in other countries leaving
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Recent performance, month or so 🎭 #Polyplex : 23%+ #shardacrop : 38%+ #RHIM : 20%, booked #jubilantingrevia : 30%+ #MirzaInternational : 20%+ #Satia : 20%+ #Andhrapetro : 20%+ #HSCL : 30%+ High Allocation, all shared on twitter ⚡️ Concentrated PF 🇮🇳🙏 #StockMarket cont…..
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
I will unfollow everyone from my followers list who will still be following @PRSundar64 by EOD I don’t follow him so this is small bit from my side against insensible comments my by him Hit him where it hurts 👇 Strongly condemn the act ⚡️ #StockMarket #StockMarketindia
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Fertiliser #Stockmarket ✌️⚡️ Fertiliser subsidy increased by more than double from 1.05 lac cr to 2.15 lac cr 🤗🇮🇳 Amid petrol diesel, this is getting missed #GSFC #RCF #Chambal #GNFC #Coromandel Big big trigger for these companies, keep a watch for next one yr ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#JusticeForSanjuSamson Woke upto this. How many of my twitter family and cricket fans resemble.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
11 months
#Themes #Sector #StockMarketindia Themes where i still see possibilities with logics: Selection will be key 🔐 Immediate : Upto 3 months 🌾 #Rice : 12 years high prices of rice 🍬 #Sugar : Back to back sugar shortage (One needs to follow closely, since both are
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Good time to buy stocks where attractive intrinsic value is approaching ⚡️ For ex: #GNFC now at 575 which is 1.1 times of book value, 1 time of sales At 9k mcap, 3.5k cash with company, so balance is 5.5k crores Replacement value will be over 40-50k crores 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Happy Diwali 🪔 💣✨⚡️ All cargo: CMP 414 Target 550+ GSFC : CMP 130 Target 260+ Satia : CMP 143 Target 190+ GNFC : CMP 727 Target 900+ Gujalkali : CMP 896 Target 1600+ Please do 📚 study Capex and Valuation💕🤩 No new names, all that we hold : “Money is made by sitting”
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Thread 🧵 on #Gujalkali Giant in Making ⚡️ CMP 799 💎 2018 highs around similar levels ⚡️ when the company was doing 2500 crs sales and had ~2000 crs FA Note the 2018 numbers while you go through the transformation journey the company is into in last 2-3 yrs⚡️ #stockmarket
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
One needs 2-3 big bets with a high allocation to improve the equity curve significantly. Mine with very high allocation was: Sugar ethanol first leg: 2019-21 (300%) CG power: 2020-21 (400%) GNFC: 2021-22 (80%) Goes without saying, conviction is paramount ⚡️ #Stockmarket
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Stock that people will regret not buying at current levels after 9-12 months #Gujalkali 674 : Logic explained in earlier thread Add facts over and above details in the thread as a reply to this #stockmarketindia
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Many have asked me on DM for paid service, I don’t have any 😅 Available to help retail investors and all my connections, any time, some of you already know Regarding my PF, its known and its concentrated one Trading bets sometimes gets skipped, mostly i try to share ⚡️🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Methanol Game changing development Ethanol has played, now its methanol BHEL, RCF, etc have capacities for methanol Even #GNFC has a large capacity (269 MT) of methanol, screenshot of capacities below. All segments 🔥 Keep a watch on these news, catch it young
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
3 Gujarat companies in my PF among others: Horizon 👀 Writing this as there are numerous queries around this 😅 ⚡️GSFC short term (Fertiliser, Huge FII buying) ⚡️GNFC medium term (Chemical + Fertiliser, Huge FII buying + Diversified) ⚡️Gujalkali long term (Massive Capex Play)
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Europe fertiliser and chemical update, most recent Never ever in the history has supplies stopped to this extent, slowly will start having impact on supply chain and thus prices ⚡️🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Allcargo Amazing investor presentation, all investors should go through ⚡️ People ask me how to know about companies: Inv Presentation Annual Report Con call Research Reports Product understanding Website and historical background Promoter background Credit Reports etc.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
😇 Heights of undervaluation 💥 Leave chemical where it belongs, even undervalued among the fertiliser peers⚡️👇 Revival story from 4000 cr + debt to 3000 cr cash surplus in last 5 yrs #GNFC Giant in making as i have been saying. China +1 beneficiary🔆 Study, still young 🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Motivation Lets not focus on any party But the schedule, lots of management learning’s ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
#Chemical Chemical will be most talked about sector in next 6 months Clearly positives visible on ground This qtr results will be muted to poor and thus shares will see a lot of accumulation from informed buyers Shares wont fall to everyones surprise ⚡️ Lets see 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#causticsoda #MFL #Gujalkali Comparing two similar mcap companies, no trolling on smaller names ⚡️🙏 Study below numbers, if MFL is undervalued, then Gujalkali is giant in making with March 23 FA + Investments being 4x that of MFL 🤩 Nothing against MFL, only comparison 😅…
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
Happy Diwali 2023 🪔✨⚡️ 🧪Jyothy Labs : CMP 414 (FMCG delivering higher double digits) 🧱ITD Cementation : CMP 230 (Infra Story) 🔖Satia : CMP 116 (Continues to be undervalued, Capex) 🚃 SML Isuzu : CMP 1272 (Continuously improving financials and sales numbers) 🌾 Chamanlal :
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
Takes courage to say in this kind of market since one may be wrong 💪 But I am 100% invested in this market and believe this is just a minor pause before we start moving again, India story 🇮🇳 🇮🇳 🇮🇳 Holdings, 🚀 soon #GNFC #Chemplast #IBR #Polyplex #Clean #Cgpower #Dynemic
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#US stocks in 🇮🇳 List of 50 stocks which will eventually be traded in 🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Allocation is key 🔑 One needs sizeable allocation to improve equity curve Latest example: #DSSL , #Polyplex , #shardacrop , #mirza and so on, gave 30%+ quickly with high allocation Goes without saying, conviction is paramount ⚡️ #Stockmarket
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
No point chasing high PE stocks, keep accumulating the gems which is undervalued. My top investment bets are clear : #GNFC #Allcargo #Satiaindustries #Gujalkali #GSFC #OMDC Trading basis opportunity in others Holding, every decline is an SIP opportunity at current levels.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali Study 📚 Investor presentation : Capex 2300 crs (60% share in JV) : commissioned 2000 crs: Aug 22 500 crs : Feb 23 Total 3500 crs inc JV in FY23 Exis + New FA 6500 crs by March 23 which is 1x of Current MCAP Urge to buy this on lower caustic prices says all ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC concall update ⚡️ Margin will be maintained in Q1 ~32% Gas price softening, req of gas is 2.5 times that of crude oil Polycarbonate plant work to be started in next 4 months, monopoly product like TDI (cost ~2500 crs) TDI price still higher by 10% vs Q4 ✌️⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Have been bullish on #Fertiliser theme since Dec 2021, since then accumulation and is still ready to fire 🔥 This theme was for entire 2022 and still mid way 🇮🇳⚡️ #GSFC #GNFC #DeepakFert #RCF #Gujalkali You can find multiple tweets on my TL to study, search term fertiliser
@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Fertiliser theme Shortage of fertiliser across countries, huge opportunity for domestic and export sales Catch it young 🔥 💣 #GSFC :119 #Deepakfertiliser :366 And you get fertiliser + Chemical, cant ask more 🚀 #GNFC : 418 💫 🔆 #valuepick Dont buy now, buy higher 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC Annual report is quite informative, once can go and read for details, released today for FY22 ⚡️🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali vs #MFL Mcap of 5900 vs 5100 Sales of 3800 vs 1500 PAT of 560 vs 253 FA + Capex ~6000 vs 1600 (~4000 crs projects getting commissioned in FY23 in Gujalkali) Not to say MFL is not great, but to say the undervaluation in #Gujalkali ⚡️ Lets review in March 23🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#stockmarket 4 days market off, many missing markets like it has been a month ⚡️😇 If yes, like and comment 🎭😅 Lets see how many real time 💡
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC Insane results ⚡️⚡️⚡️🔥🔥🔥🔥🔥🔥 I hope all of you are happy Q1 + Q2= 33 EPS Q3 = 35 EPS FY 100+ exp Exceeding even my high end expectations 🚀🚀🚀🚀 Enjoy, share available at 4.5 PE and next cash less than 3 PE Retweet and like if you guys saved from selling
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC results expectation 🧵 Expecting +ve surprise vs subdued expectations 👍Margin Improvement QoQ 👍Highest ever PAT (375-400 crs+) All products prices are higher than Q2 levels, stable to up even now⚡️ Clues from recent results 👇..cont
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali Ethanol with Gail Caustic soda with Nalco Exceptional results and many other projects other than the above two Study this gem ⚡️ Only to the connections who believe in studying 💡
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Caustic #Germany #Gujalkali #GNFC Force Majure across germany, the list is getting bigger with every new day. Gas and electricity at elevated levels ⚡️🇮🇳 Indian players are adding capacity big time Have covered it in my tweets earlier 💎⚡️🇮🇳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 month
@dhruv_rathee @MrSinha_ Not comparable given the population that we have in India vs the countries that are being discussed.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Cable stocks showing strong signs of strength, find some undervalued gems in the sector ⚡️ Cords and cables 👀
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#HydrazineHydrate One of the new products that #Gujalkali will start manufacturing from Q3 Monopoly ⚡️ #superspeciality Patent for 20 yrs and will suffice for 60% of demand in 🇮🇳 Gujarat Alkalies To Produce Super Speciality Chemical Hydrazine Hydrate
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Chemplast Prices : all the products up in Oct vs Q2 avg, further EBITDA positive 🌟⭐️ Finance cost to be in range of 40-45 crs vs 145 crs in Q2 (Net debt free), extra EPS around 6 vs Q2 So on a conservative basis EPS in Q3 can be 10+2+6 =18😇 Normal EPS at-least 70 (1/2)
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#US 🇺🇸 #India 🇮🇳 Yesterday Dow fell 1000 points, people expecting similar percentage point fall in nifty I think we will outperform by a large margin ⚡️🇮🇳💎 in the short to medium term💰 View basis fundamentals, ok to be corrected 🙏 Avoid panic selling 🙏 #StockMarketindia
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC FII have increased stake by another 5% this quarter and continuously for last 5 qtrs 🤩 Retail now lower by ~4% ✨ Valuations still comfortable at single digit PE multiple With TDI prices stable at high levels, can we see four digits soon, at least delivery % say yes ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GSFC Ready for swing Disc: Invested from lower levels of 100-120 ⚡️ Europe situation will soon benefit fertiliser pack, price action and FII buying is enough evidence ⚡️🤞
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Good that now #Europe +1 is catching momentum I hope once you hear this, you will realise what I have been saying for last couple of months ⚡️🇮🇳 If you can relate, then like and share a comment ⚡️ #Chemical #Germany #Europe #GNFC #GSFC #Deepakfert #Gujalkali #RCF
@sonalbhutra
Sonal Bhutra
2 years
Higher gas prices in Europe has led to cut in production of key chemicals upto 50%. This could be an opportunity for Indian chemical players. More details here
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
Very important news for #GNFC and #GSFC and other Gujarat based PSU #GNFC has announced buyback news, soon will #GSFC #GSFC is the biggest beneficiary, can soon touch 300 levels ⚡️🎉 #GNFC can cross 750++ easily on immediate basis #Market #StockMarket
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
Even if #GNFC decides to use ~25% of cash in buyback, which is 1000 crs, means it will buyback 10% of the liquidity in the market Think about it ⚡️🎉 Crazy run awaits both before and after buyback due to liquidity squeeze and great valuations Money in the bank was a major
@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
#GNFC CMP 493 Expecting EPS of 30+ in coming quarter, Full year of over 100 Long term investors can study and accumulate Company will have over 4000 Crs Cash by march end FNO series settlements can have these volatility and thus discounts ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Huge buying in crypto from lower levels If this will sustain for next 2-3 days, huge recovery in the equity market cant be ruled out ⚡️ Logic is simple, if crypto finds its bottom so will market Specially mid and small caps, be ready 🇮🇳 #StockMarketindia
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
#GNFC Long awaited news of buyback 🎉 Crazy run up awaits ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Paid #Premium #Free When you get so many bets all free, why ask for premium ⚡️🤑 I normally buy/trade the ones that i share, need blessings 😇 Here to help, keep learning 2 most for me ⚡️ Investing : Fundamental most Trading : Momentum most #investing #stockmarketindia
@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Recent performance, month or so 🎭 #Polyplex : 23%+ #shardacrop : 38%+ #RHIM : 20%, booked #jubilantingrevia : 30%+ #MirzaInternational : 20%+ #Satia : 20%+ #Andhrapetro : 20%+ #HSCL : 30%+ High Allocation, all shared on twitter ⚡️ Concentrated PF 🇮🇳🙏 #StockMarket cont…..
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC In addition to fab results which looks to continue ⚡️ There are good discussions around capex ~1350 in progress on multiple projects and ~2900 being discussion on Green Hydrogen which is futuristic 💡✌️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
#Paper stocks Another demand boost for paper stocks #Satia has 50-60% of orders from Government and boards 🎉⚡️ CMP 120
@TimesAlgebraIND
Times Algebra
9 months
BIG BREAKING NEWS - NCERT panel recommends replacing 'India' with 'BHARAT' in ALL textbooks for ALL classes 🔥🔥 Committee has also recommended highlighting "Hindu victories" & "victories over Sultans-Mughals" in various battles in the textbooks ⚡ Committee chairman said Bharat
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Traders these days ⚡️ Just for fun, no offence 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Sometimes you like something as simple as this ⚡️😅 Thanks @Twitter
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@Confident_AA
AAshish RK Agarwal🔆⚡️
9 months
#GSFC Awesome results for Q2 : 7.75 EPS vs 2.8 in Q1 and 7 last year same quarter Biggest beneficiary of buyback to be announced from #GNFC tomorrow We should see this past 200+ soon once again and then journey towards blue sky ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#TDI TDI is a gas intensive product ~25-30% of supply is from Europe, where plants have shutdown In Oct-Dec, demand is good across the globe for TDI, there may be a spike soon due to imbalance #GNFC only company producing this in 🇮🇳 Interesting times ahead, study 📚
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC Reversal 723 with huge volumes Bullish 775-825-900+ short term ⚡️🇮🇳 Despite lower product prices it has been able to maintain margins, should be rerated ⚡️💵🇮🇳 Generally not good in technicals, any technical views for experts 😇
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Biggest weekly decline on gas prices 22% since march Biggest since day decline in crude since march Are these signals of normalcy ⚡️ #stockmarketindia
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Dynemicproducts Large capex, now commercial production on. Q4 full swing as discussed in earlier tweets. @VVVStockAnalyst : Tomorrow 🚀 prediction
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
Festive picks 💣✨⚡️ GNFC : CMP 460 Target 750+ NMDC : CMP 140 Target 225+ Chemplast : CMP 650 Target 1200+ CG power : CMP 146 Target 225+ Dynamic Products : CMP 623 Target 1200+ All targets are till next Diwali 🪔, Happy festivities 🥳 ~1 yr Please do your 🧐 own research😇
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
कोई जल्दी बनेगा ; कोई लेट से बनेगा श्याम का हर प्रेमी ; सेठ बनेगा 🙏 Jai Shree Shyam ⚡️ 💐
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#GNFC #chemical Thread on #GNFC ( #attractive valuation) ✨Chemical (~70%) + ✨Fertilizer (~30%) 🧐Technical View : ⭐️Stock crossed major res of 452 ⭐️Retesting strong support levels ⭐️Movement from here will take it to test ATH ⭐️Stock consolidated well & is above 10EMA
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC Upgrade from HDFC, good to see indian brokerage’s covering this. Till now the counter has been FII fav’s At days high with results just about a week away ⚡️ Europe situation at play ⚡️
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AAshish RK Agarwal🔆⚡️
2 years
#GSFC #Fertiliser Do study this gem when the sector has seen a run up. This should see a catch up very soon. CMP 130 BV ~300 Fertiliser was theme for this year. Investments of the company is more than the market cap. Valuation comfort.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Caustic #Europe Another company #Nobian declares force majure today on caustic soda Demand supply mismatch will take time to reflect in prices…it will keep a check on the prices on upper side ⚡️🇮🇳💎 Keep an eye on caustic players given that europe is facing cost pressure
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Todays delivery volume was highest in last 3 months ⚡️ #Gujalkali Just sharing this for learning purpose as to what all one can track for trading positions ⚡️ This shows huge buying urge to when price increases and vice versa if price falls⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Clarification Here you wont get buy/sell signal or Tips You will get names which are either fundamentally sound for long term ⚡️ or Trading bets which are in momentum & have solid fundamentals ⚡️ Then one should study and take calls basis RR🎭
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC #SIP (CMP 620) Not for trollers, only for connections MCAP 9500 crs Cash 3500 crs PAT ~2000 crs ( 3 yrs 6000 crs), prices +- account 4-5 yrs Diversified & monopoly Aniline, formic, nitric acid, TDI all still above Q4 avg prices ✌️ Distress selling led opportunity ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Highest ever Q1 results for #GNFC Margins decent despite challenges on energy and some of the products prices like acetic acid Product basket and diversification helped deliver on margins ⚡️🇮🇳 PAT of 568 crs in Q1 is just superb, EPS of 36 vs 14 QoQ ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC Delivery is one of the highest (~41 lacs) today with huge volumes (over 100 lacs) Who would have bought⚡️💡 You can understand where it is headed, just an observation. Still holding most of my investment positions with trailing SL Expecting it to inch higher 🎊🇮🇳🙌
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
#GSFC CMP 125 MCAP 5k crs, Study for taking buy/Sell call Have investments across GNFC, GACL, Gujarat gas and other Guj PSU’s of about 5.5k crs. Any divestment in these, biggest beneficiary. ⚡️ Business is almost free Investment is painful, soon to be multi-bagger 🎉😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
How and why bulk chemicals like #caustic #TDI #Phenol would benefit from the supply side constraints ⚡️ Source: B&K #GNFC #Gujalkali #MFL #GHCL #DCW
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
@myfirststock99 I think this list misses one of the best and quite diverse stock #GNFC (over 70% rev from chemicals) PE : 5.74 ROCE: 33% Available at cheap valuation for sometime ⚡️ Prod: Nitric acid, Aniline, TDI, Formic acid, Acetic acid, Urea, Ethyl Acetate, Methanol, Ammonium Nitrate….
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Fertiliser , a theme selected for 2022 have just begun ⚡️ Look what they have done ✅ F: CIY #GSFC 160 ~40% #Deepakfert 710 ~100% F+C: V #GNFC 720 ~70% Results in last few qtrs are out of the park Don’t buy now buy higher, how was the line 😅 Theme selected and followed⚡️
@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Fertiliser theme Shortage of fertiliser across countries, huge opportunity for domestic and export sales Catch it young 🔥 💣 #GSFC :119 #Deepakfertiliser :366 And you get fertiliser + Chemical, cant ask more 🚀 #GNFC : 418 💫 🔆 #valuepick Dont buy now, buy higher 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Fertiliser Friends study the below parameters and comment what you observe. Clear case of some stocks yet to catch up. ⚡️Platform looks set plus some rebalancing should happen within the sector. Asking some questions these days for collective wisdom. Do participate.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
1 0 0 0 0 ⚡️✨🙏 Imp Milestone, from 2k to 10k in 2 months, now this is multi bagger returns 🤩 Hope some of you have benefited from me 😇 I have got lot of blessings from you all, Thank you so much Your blessings is all i want 🙂
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Germany #Crisis #Covestro #Forcemajure Facility with huge TDI capacity (300k) and caustic soda in Dormagen declares force majure Disc: To be verified, unverified as of now Keep a watch on #GNFC & caustic players 🫂 Soon other facilities in Europe may (Reasons may be diff)⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Bulk players see good tailwind I had written in the recent months on how the bulk players will benefit out of short supply situation Every result is proving it now #GHCL is the recent one #Gujalkali #GNFC to follow soon Best part is these are growing with huge capex ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#DSSL 235>355 ~50% in 3-4 trading sessions Quickest 50 so far…⚡️😇 Really this worked like mini infy while infy is struggling Like and comment if you liked the logic for buying this. Hope you guys have gained in this one. Still available at less than 1 time of sales 💡
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Alllcargo 311 to 367 ⚡️ Looks like the urge for buying / accumulation is high, keep a watch for pyramiding whoever has invested 🇮🇳🤞
@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Allcargo Another good logistics company available at single digit PE, rerating can happen in near future Disc : Invested for 6-12 months. Close watch on quarterly results SIP is recommended as stock is at support levels.
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Learning #stockmarket #logic Lot of DM on how i pick stocks: 💡 Cant write in detail, just brief ex on few: #DSSL was available at half of sales, when IT companies are 10-30 times of sales, deep value #Shardacrop chem, capex play in progress, still long way ⚡️ ….contd
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
India 🇮🇳 is relatively seeing the best of its time ⚡️ Exports ⬆️ Imports exc crude ⬇️ Govt 💪 Earnings 🟢 FII✔️ GDP Growth 🤩 Inflation 〰️ Forex Res 🔛 Beneficiary: 🇨🇳 🇷🇺 🇩🇪 +1 Best Decade for 🇮🇳 ahead⚡️ Market factors ahead of time, Hold on to India 🇮🇳💎
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Learning Lets stand as one family in this volatile times. I stand by you free of cost ✌️, only blessings required 🙏 Try and use this time to learn, study and build conviction You have already seen accuracy of all so called paid advisors and handles, don’t follow blindly 🤷‍♂️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
Your track record is good @HindenburgRes But first time you are against a #Gujarati Gujaratis have created history 🎊 and made others a history 😅 in 🇮🇳 Don’t underestimate the power, few years back few people did and they are still suffering⚡️ 🇮🇳 #Gujju #Fun #AdaniGroup
@HindenburgRes
Hindenburg Research
2 years
Our response to Adani:
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#GNFC at circuit with huge volumes 🚀 🔥
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Trading watchlist for next week : #shardacrop #Gujalkali Value buy in the next week: #GNFC Have already invested in these names, this is more to pyramid ⚡️ Study these. Others will share during the week as and when something comes up 😇 Simple and clear ✌️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Large producers of fertilisers in Germany and Europe on verge of shutdown ⚡️ Keep an eye on #Fertiliser and #Bulk #chemical companies else where in the world 🗺 #SKW #Germany #Europe
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
See solid names in the downfall w.r.t earnings : #satiaindustries : Capex #shardacropchem : Earnings #polyplex : Compounding #dynpro : Capex #mirza : structural change #andhrapetro : Earnings Keep a watch, as u are aware we have these fm lower levels ⚡️ No buy reco, #learning
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali Our respected PM Modiji heading towards Gujalkali on 10th oct ⚡️😅 Have been tweeting on the massive capex, very good news for the company and well deserved 🤩❤️ Import substitutes 🇮🇳 Gujarat PSU’s showing Gov model ⚡️ #AtmanirbharBharat @PMOIndia @AlkaliesAnd
@InfoGujarat
Gujarat Information
2 years
વડાપ્રધાન શ્રી નરેન્દ્રભાઈ મોદી આગામી 10 ઓક્ટોબરના રોજ ભરૂચ જિલ્લાના આમોદ ખાતેથી ગુજરાત સરકારના જાહેર સાહસ ગુજરાત આલ્કલીઝ એન્ડ કેમિકલ્સ લી.(GACL)ના રૂ.૪૧૦૫ કરોડના વિવિધ વિસ્તરણ પ્લાન્ટ રાષ્ટ્રને સમર્પિત કરશે.. #Gujarat
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@Confident_AA
AAshish RK Agarwal🔆⚡️
7 months
#GSFC Commercial production of Ammonium Sulphate commenced ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali Buyer knows something and is in a hurry, Breaking last 3-4 days high ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Happy New Year! Let's toast to yesterday's achievements and tomorrow's bright future 🎊🥳
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#US #Markets #India Market looks to be buy on dips at least in 🇮🇳, every dip should be a buying opportunity for shares that have shown good consolidation and not started moving upwards ⚡️ I don’t have a ready list but some of my stocks have started showing these traits ⚡️🇮🇳🤞
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
@chartmojo My Diwali 🪔 Picks ⚡️ All cargo: CMP 414 Target 550+ GSFC : CMP 130 Target 260+ Satia : CMP 143 Target 190+ GNFC : CMP 727 Target 900+ Gujalkali : CMP 896 Target 1600+ Valuation and Capex⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Caustic Highest price since Nov 2021 With added capacity across the products in August, keep a watch on #Gujalkali Once the opportunity was at 675 and now at 825 Not to be missed stock in the coming rally ⚡️ Q3 will be blockbuster if the price sustains, keep a close watch
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Germany #Gas #gasprices Sectors to benefit and companies Fertiliser and downstream chemicals to benefit the most ⚡️ #GNFC #JKpaper #westcoast #BASF I also believe that GNFC should hold on to margins between 28-32% even in June qtr despite some softness in prices ⚡️
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@Confident_AA
AAshish RK Agarwal🔆⚡️
3 years
#Doyouknow 🥸 #GNFC at unbelievable Val: Less than 1x FY22 sales 🤩 At ~6x FY22 PAT 😇 More than 2K cr cash 👍 Diversified - TDI is only ~20% 👀 🧐: Can any other comp beat Val? TDI, Aniline, Formic price stable Exp 20+ eps in Q3 🚀 FnO 💣 💥⚡️ Rerating 💯 Be ready CMP 425
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Looks like another opportunity to add at 690 levels #GNFC Medium Term ⚡️
@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Good time to buy stocks where attractive intrinsic value is approaching ⚡️ For ex: #GNFC now at 575 which is 1.1 times of book value, 1 time of sales At 9k mcap, 3.5k cash with company, so balance is 5.5k crores Replacement value will be over 40-50k crores 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Gujalkali CMP 839⚡️ All ingredients in place, capex almost done and prices back Should do well in a months time, keep an eye 👁
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Satiaindustries One of my PF stocks, performing well in todays market. Holding for LT. SIP recommended @drprashantmish6 : Any recent updates on this counter. Has been a fav of yours as well. 🙏
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 month
#HFCL CMP 118 HFCL informed the exchanges that it is the only company where no anti dumping duty has been determined…its very big from a mid term outlook for the company Talks a lot about transparency, governance and advocacy of the company Note: This is a very big
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@Confident_AA
AAshish RK Agarwal🔆⚡️
1 year
#GNFC CMP 525 Now its levels to buy in bulk/SIP, ok to be wrong at these levels ⚡️ MCAP 8k crs, cash closer to 4k crs, so typically business available at 3k-4k crs Comp will easily make 1k crs+ profits with monopoly products Many will buy at 900 levels, now is the time to 📚
@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
Good time to buy stocks where attractive intrinsic value is approaching ⚡️ For ex: #GNFC now at 575 which is 1.1 times of book value, 1 time of sales At 9k mcap, 3.5k cash with company, so balance is 5.5k crores Replacement value will be over 40-50k crores 😅
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@Confident_AA
AAshish RK Agarwal🔆⚡️
2 years
#Thanks Getting lots of msgs and DM of our friends getting good profits and most imp being able to hold ⚡️ Feeling good, being part of your journey 😊😇 Lets continue to earn together, keep your blessings coming ⚡️ Blessings count 🙏🎭⚡️🇮🇳 #Goldenticket #Stockmarket
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