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@RupakRoyC

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SON HUSBAND FATHER INVESTOR LEARNER

Kolkata, India
Joined April 2012
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@RupakRoyC
VALUEPICKER
2 years
All mineral based industry require water and water 💦 will be the next gold of future....
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@RupakRoyC
VALUEPICKER
9 months
Company name : ZENOTECH LAB Promoter holding: 68% Market cap : 400 cr The company is initially taken over by ranbaxy lab and daichii sankyo company . They had a multiple litigation with erstwhile promoters . In 2015 the company has taken over by sunpharma. The esrstwhile
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@RupakRoyC
VALUEPICKER
1 year
Greaves cotton: promoter adding Market cap : 3200 crore If I pay 3200 crore I can buy the whole company What I will get Net asset 1600 crore + yearly sales 2700 crore+new subsidiary clocking good numbers . Is it #sasta or #mehenga
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@RupakRoyC
VALUEPICKER
6 months
One solar One EV ONE AUTO ANCILLARY OME TOURISM ONE GREEN ENERGY PROXY One recycling One aviation One waste water One TECH BUSINESS which supports all One bullet train or railway One infra should be part of core PF Name of the stock do comment don't ask .
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@RupakRoyC
VALUEPICKER
11 months
Company name : national peroxide Market cap : 919 crore Topline : 360 crore No if equity: 0.57 Face value : 10 Improved cash conversion cycle Reduced debt dependency Positive cash flow from operation Sustainable topline with improved margin in last three years . Company
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@RupakRoyC
VALUEPICKER
11 months
Now marker favorite TRIL ...30 to 150 almost More to come as already mentioned rectifier and transformer prospects in my different post . Understand business 1st ...avoid following me if you are looking for a name .
@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
8 months
Dredging, DRILLING,MINING ,WASTE MANAGEMENT Sector will grow multifold
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@RupakRoyC
VALUEPICKER
2 months
Sector I will be ignoring: 1. Cement 2. Sugar 3.paper 4. Fertilizer 5. Chemical 6. Real estate 7.banking Sector I am Focusing 1. Machinery & Equipment 2. Water 3. Green hydrogen proxy 4. Infra proxy 5. Energy 6. Data centre 7. Cable and wire 8. FMCG & PHARMA (micro)9. Recycling
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@RupakRoyC
VALUEPICKER
6 months
Theme : Waste water Alternative Energy Climate change Mining Recycling Green hydrogen Green Ammonia Electric vehicles Aviation Food crisis Artificial intelligence/IT (passive investment theme)
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@RupakRoyC
VALUEPICKER
2 months
EARLY THEME IDENTIFICATION IS MORE IMPORTANT 20X
@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
11 months
GRAPHITE USE IN GREEN HYDROGEN MAKING : Electrolyzes consist of two electrodes, an anode, and a cathode, immersed in an electrolyte solution. Graphite is often used as the material for these electrodes due to its conductivity, stability, and resistance to corrosion under the
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@RupakRoyC
VALUEPICKER
11 months
Alpa lab Railtel Hscl Rvnl Knowledge marine Stock for next 6 months
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@RupakRoyC
VALUEPICKER
9 months
Global food crisis will be a hot topic very soon .. Fertiliser+ agro based company Will be in focus
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@RupakRoyC
VALUEPICKER
10 months
COMPANY NAME : RAJASHREE POLY PACK MARKET CAP : 240 CRORE COMPANY NAME : RAJASHREE POLY PACK MARKET CAP : 240 CRORE sales : 257 cr TTM Further growth possibilities : fresh investment on exapsnion + new JV+ growing demand +addition of new clients . Company has secured many new
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@RupakRoyC
VALUEPICKER
5 months
CHEMICAL SECTOR (VALUE INVESTOR ZONE) Reward 🏆 = PAIN Vishnu chemical FCL Ami organics Laxmi organics DIC India ARCHEAN ARCL RESONANCE SPECIALITY BHAGERIA INDUSTRIES BHATIA COLOR
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@RupakRoyC
VALUEPICKER
3 months
Company has doubleed OPERATING PROFIT and reasonable valuation 1. CELLECOR GADGET 2 .SHAKTI PUMP 3.DMR hydro 4. NETWORK PEOPLE 5. TEJAS NETWORK
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@RupakRoyC
VALUEPICKER
2 months
Mining require pump Water require pump Oil and gas require pump
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@RupakRoyC
VALUEPICKER
7 months
Bajel project Just read once Why are they taking loan of 900 cr ... What are they going to with 900 cr of loan... The answer is definitely business. Backward integration+ experience+ order What else we want from the experience group
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@RupakRoyC
VALUEPICKER
7 months
Big valuation gap if you just go through carefully. Bajaj projects ltd
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@RupakRoyC
VALUEPICKER
7 months
Waste water Food crisis Mining Recycling Any proxy in above or the theme Game changer for decades Wishing you all a happy new year in advance.
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@RupakRoyC
VALUEPICKER
4 months
Businesses I am tracking/ reading /holding 1. Tarachand infra 2. Supreme power 3. Techno electric 4 .megatherm 5 .Phantom digital 6. AVG logistics 7. Savita oil
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@RupakRoyC
VALUEPICKER
3 months
The more I have spent time with this business it has unfold many surprises for me... It is about giving time to business or relationship to unfold value for you. TRIL 490 CR TO 7789 CR amazing journey
@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
6 months
Proxy to airlines: Accelya solutions RATEGAIN International travel house Shree OSFM E MOBILITY HARSHA CANARY AUTOMATION BL KASHYAP PNC INFRA GMR TARMAT Dramfolk ITD CEMENTATION Priti international BLS INTERNATIONAL One may study ...
@RupakRoyC
VALUEPICKER
6 months
India and China's population is almost the same ....but we have 3.5 times less seat capacity in aviation. We even after development we have semi high speed trains compare to high speed trains of china .. It opens up an opportunity for Airlines. China's high speed train is far
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@RupakRoyC
VALUEPICKER
2 months
2024 investment theme 2: AVANTEL DEFENCE Software defined radios MSS for Submarine+ RAILWAY + space technology+medical device (imeds global - subsidiary). Uptrend in sales + profit + large order + new unit + strong clients base +order flow #sunriseplay
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@RupakRoyC
VALUEPICKER
7 months
Stock will review after 6months (NON SME) Texmaco Zensar tech Ge shipping BCPL RAILWAY SHIPPING CORPORATION RATEGAIN ONWARD TECH MSTC UNITED DRILLING GMR INFRA XCHANGING SOLUTIONS Based on business and valuation+ sunrise sector . Business where Momentum build up : Manali
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@RupakRoyC
VALUEPICKER
4 months
Sail Fixed assets increased over last 11 years 4x . Price is at same place .
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@RupakRoyC
VALUEPICKER
2 months
Indian Hume pipe 2024 : investment theme 1: water EPC Water crisis maximum in Bangalore and recent order is from Bangalore. The company is working on water projects. Market cap may touch 10k crore if they continue the same growth for the next 3 years . Continue...
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@RupakRoyC
VALUEPICKER
10 months
3i infotech Prepared by my student ANKUSH
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@RupakRoyC
VALUEPICKER
11 months
Getting patent is not a small event for any defence sector company ..it opens up the revenue corridor Saras che na bapu Yeh PARAS CHE PARAS DEFENCE
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@RupakRoyC
VALUEPICKER
8 months
Ashapura Minechem : Ashapura Minechem Limited is a multinational mineral solutions provider with a rich history dating back to 1960. Headquartered in India, the company has a global reach with operations in several states within India and seven other countries. story of
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@RupakRoyC
VALUEPICKER
9 months
#SKPBEARING SKP BEARING EV ,TEXTILE to ENGINEERING almost everywhere we use the products. Rollers and cylindrical rollers : are used in various automotive components, such as gearboxes, transmissions, and axles. These bearings provide smooth and efficient operation while
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@RupakRoyC
VALUEPICKER
9 months
#SAMPRE NUTRITTIONS LTD MARKET CAP : 41 CR SALES : 36 TYPE B2B AND B2C mix COMPANY Sampre Nutritions Limited is an Indian food processing company based in Hyderabad, Telangana. The company was founded in 1991 and manufactures a wide range of confectionery, éclairs, candies,
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@RupakRoyC
VALUEPICKER
1 year
DENORA JOURNEY FROM 600++ TO 1580++
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@RupakRoyC
VALUEPICKER
1 year
Marine electricals received EV charging contract for 8 years around 80 to 90 designated location in 50% revenue sharing basis with Pune Municipal corporation.
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@RupakRoyC
VALUEPICKER
1 year
#MARINE ELECTRICALS
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@RupakRoyC
VALUEPICKER
11 months
Thermoplastic Polyurethane is another material to be used in future as 3 D Printing material. The company which is dealing with the same naming MALLCOLM INDIA. In addition green hydrogen handling will create opportunities for SAFETY EQUIPMENT MANUFACTURERS. Mallcom India is
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@RupakRoyC
VALUEPICKER
7 months
INDIA HAS 0.25 % OF WORLD RESERVES OF COPPER, WORLD CONSUME 3.2 KG PER PERSON COPPER,INDIA CONSUME : 0.5KG PER PERSON,RAJASTHAN IS HAVING 50% COPPER RESERVE FOLLOWED BY MADHYA PRADESH 23% AND JHARKHAND 15%. Electric vehicles contain approximately four times more copper than
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@RupakRoyC
VALUEPICKER
7 months
Big valuation gap if you just go through carefully. Bajaj projects ltd
@rajuidesai
Rajeev Desai
7 months
Bajel Projects Ltd: CMP : 130. 1. Demerged from Bajaj Electricals. Recently listed 2. Bajaj Gr. 3. Order book 1600 Cr. 4. DEC qr result on 9th Jan. 5. Excellent Power/ Transmission sector. 6. Mcap of only 1500 Cr Do ur DD. Take ur call.
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@RupakRoyC
VALUEPICKER
6 months
Green Hydrogen cost is 3x than thermal cost To cut down and make it competitive it requires huge support from all around (govt policy + support+investors interest). Green hydrogen= green metal Energy is Major cost components for metal production. 2..Water is another
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@RupakRoyC
VALUEPICKER
10 months
A company with a market cap of Rs 197 crore is having an investment in heromoto corp worth Rs 250 crore ++ market value Special situation #learning
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@RupakRoyC
VALUEPICKER
10 months
👉Company name : SATIA INDUSTRY MARKET CAP : 1376 CRORE ROE :20% ROCE : 30% 👉FACEVALUE: 1 TOTAL NO OF EQUITY: 10 CRORE Company did split in 2019 and increased in no of shares in the open market . Whenever market is flooded with no of shares it means too much trading and low
@RupakRoyC
VALUEPICKER
2 years
Market CAP : 1076 CR SALES TTM 767 CR OP PROFIT 171 CR MARGIN 22% CAPEX story huge ORDER IN HAND RAW MATERIAL SHORTAGES IN MARKET ENTERED IN CUTLERY BUSINESS AND TIE UP ZUME CONCLUSION : EXPECTING EARNING EXPANSION WILL LEAD PRICE EXPANSION #SATIA INDUSTRIES #MultiBagger
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@RupakRoyC
VALUEPICKER
11 months
#GreenHydrogen NOW YOU GOT THE NOWE TO BAGPACK THE SAME FOR TRANSMISSION WE NEED A STORAGE TANK. To store green hydrogen safely and effectively, certain infrastructure and technologies are required. Storing hydrogen efficiently is crucial for its use as a clean energy source.
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@RupakRoyC
VALUEPICKER
10 months
The company has an order book of Rs. 2,149 Crores as of June 30, 2023, with new orders of Rs. 377 Crores received during the quarter. Power transformers contribute 58% of the revenue, followed by auxiliary transformers, distribution transformers, shunt reactors, and furnace
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@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
5 months
Finding one breakout is easy ... finding HBL at 80 TRIL at 30 IRFC at 25 RVNL at 34 is not easy Holding and riding is much difficult You need to understand the opportunity size and then patience. Being inactive while investment is more important.... Find business with
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@RupakRoyC
VALUEPICKER
3 months
DCX has the potential to grow their market cap End of the day all about doing right execution Present market cap : 3500 cr against sales of 1.1k topline Instead of 3x to market cap ..they may get market cap 8x to sales . Even little good performance and debt reduction will
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@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
5 months
#DCX AVIATION + RAILWAY SAFETY+ MRO+ CABLE & WIRE Harness+ backward integration into EMS
@RupakRoyC
VALUEPICKER
5 months
New direction: railway security, railway obstacle reduction system (major chunk of fund around 209 cr out 500 cr used in the same) Concall QUOTE on Railway Safety : presently I can say today as per my knowledge this is only technology available. This is a radar and obstacle
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VALUEPICKER
5 months
AVG logistics another good business to think of for next few quarter to year .. Entry taken fresh at 520 level...was expecting such fall ( mentioned the same on my telegram channel for self note ) Fy 2025 guidance 750 cr against present TTM sales 475 cr Higher ever TTM
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@RupakRoyC
VALUEPICKER
1 year
TRIL NOW FROM 33 TO 100++ BUY at reasonable valuation.
@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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@RupakRoyC
VALUEPICKER
1 year
SDBL non stop promoter buying ...covered the stock from 40 level .
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@RupakRoyC
VALUEPICKER
1 year
The way promoters are buying...they may be trying to avoid any hostile takeover ... Stake if they slowly increase above 50% by that time it may touch 1000 #SDBL
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@RupakRoyC
VALUEPICKER
9 months
#turnaround Company name : sequent scientific Topline growing Margin has not grown due to raw material price and inflation effect. Best negotiation zone : 98 to 104 Company guidance: double digit growth -Capex done 86 CR for expansion which is about to commence production.
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@RupakRoyC
VALUEPICKER
8 months
Now it is 900 crore market cap still the promoter is adding ... ☃️ Snowman FII + DII adding Aam admi not interested Ongoing Capex of 100 cr
@RupakRoyC
VALUEPICKER
1 year
#Snowmanlogistics promoter is buying Name is suggesting they are not in only normal logistics Snowman Logistics is engaged in the business of Temperature controlled logistics. It not only takes care of storage, also does transportation by road, and distribution+ Expansion
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@RupakRoyC
VALUEPICKER
1 year
Pref issue at 115 now CMP 150 Identified at 90 level . Power of reading #baluforge
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@RupakRoyC
VALUEPICKER
1 year
@shafiq0619 Balu bhaiya will take time .. good business..look after 1 year
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@RupakRoyC
VALUEPICKER
1 year
Today my mother is going have a ratina detachment surgery.Keep her in your thoughts and prayers.
@RupakRoyC
VALUEPICKER
1 year
Happy mother's day to all mothers . A strong woman who always has shown me how to fight 💪...she is doing with cancer and it is just cough and cold for her. My mom with my SON .
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@RupakRoyC
VALUEPICKER
10 months
BOMBAY DYIEING MARKET CAP 2900 CRORE SALE CONSIDERATION : 5200 CRORE DEBT STAND IN BOOK : 3642 CRORE SO COMPANY WILL BECOME NET DEBT FREE INTEREST SAVING : 500 CRORE APPROX YEARLY COMPANY WILL COME OUT FROM LOSS STATUS TO PROFIT #TURNAROUND covered from 80 level now Rs 140
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@RupakRoyC
VALUEPICKER
5 months
AMI ORGANIC it may take time or may not : timing of price moves in good business to be avoided. Eco reco was available last two year at 130 level ,was sitting with zero return .. People started chasing now ...same may happen in AMI organic as well . Personal note for self on
@RupakRoyC
VALUEPICKER
11 months
Company name : AMI ORGANICS MARKET CAP : 4740 CRORE AT PRESENT You dominate when you have confidence...it is very true with Ami organic as well . Let's understand the business Promoter of AMI organics Mr Naresh R Patel has started his journey by taking borrowing from his
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@RupakRoyC
VALUEPICKER
3 months
About megatherm group : Through primary source and own visit sharing my point of view (you may ignore my entire write up ) Megatherm is beyond secondary steel /induction /electric arc furnace/mass heating equipment/transformer and power distribution equipment. More than 4
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@RupakRoyC
VALUEPICKER
4 months
VISAKA INDUSTRIES : fundamental average + moving forward opportunity is huge Now valuation depends on execution and improvement in EARNING ATUM CHARGE + ATUM SOLAR ROOF = CARBON EMISSION
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@RupakRoyC
VALUEPICKER
3 months
Garden reach Inox India Hpl electric Umang dairies #strong
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@RupakRoyC
VALUEPICKER
11 months
Do your own due diligence... keeping my study in my timeline Great Eastern shipping company ltd Market cap : 11643 crore Cash in hand : Rs 3799 crore against debt of Rs 3649 crore Clear cut I am getting a debt free company with a networth of Rs 10275 crore. So If I pay
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@RupakRoyC
VALUEPICKER
11 months
Company name : AMI ORGANICS MARKET CAP : 4740 CRORE AT PRESENT You dominate when you have confidence...it is very true with Ami organic as well . Let's understand the business Promoter of AMI organics Mr Naresh R Patel has started his journey by taking borrowing from his
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@RupakRoyC
VALUEPICKER
1 year
AMI ORGANICS
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@RupakRoyC
VALUEPICKER
10 months
TINNA RUBBER : market cap : 756 cr,sales : 294 cr,networth : 36 cr, PAT : 22.8 CR, FV: 10, TOTAL EQ : 1.71 CR,LOW FLOAT WITH PUBLIC, CONSISTENTLY GROWING EPS AND PE EXPANSION. India plays significant role in supplying world rubber consumption. UPCOMING EXAPSNION WE MAY SEE
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@RupakRoyC
VALUEPICKER
10 months
Imagine you have a big straw, and you want to stop the juice from coming out. If you put your finger on the end of the straw, you're acting like a valve – you can control whether the juice flows or stops. So, a valve in the world of grown-ups is like a special switch for liquids
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@RupakRoyC
VALUEPICKER
6 months
IZMO market cap 1400 cr possible Shared when it was 131 crore
@RupakRoyC
VALUEPICKER
1 year
Market cap Rs 131 crore Sales Rs 148 crore Book value Rs 192 Eps growing Sales and operating profit growing Almost nil debt #IZMO
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@RupakRoyC
VALUEPICKER
6 months
TRIL TOUCHED 4700 CRORE MARKET CAP FROM 490 Cr . good to see when you see your analysis worked in line .. I am not chasing...calmly compounding... God is Everything he will decide my journey...I am here to give my best
@RupakRoyC
VALUEPICKER
2 years
TRIL M CAP : 489 CRORE SALES (TTM) :1100 CRORE (1st time crossed 1000 crore ) Profit (TTM ) : 77 Crore Debt : Rs 273 crore CCC : 190days Order in hand 1046 crore(where as sales ins 1100 crore : very positive sign ) MAJOR CLIENTS : STATE AND CENTRAL export sales 200 crore
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VALUEPICKER
6 months
Follow strictly where govt is focusing Last time they were focusing mainly on defence and railways...still it is continuing. But now it's time to look for tourism,health ,alternative energy, recycling,and waste water,mining ,base metal. #followbiggestsmartmoney
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@RupakRoyC
VALUEPICKER
6 months
In aluminum production, a carbon anode is a large block of carbon that conducts electricity and plays a crucial role in the electrolytic process of extracting aluminum from alumina. Imagine it as a giant, high-tech charcoal briquette used in a specialized furnace. It is seen
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VALUEPICKER
2 months
Operators are everywhere.... suddenly all are saying the BJP will not come.. Psu stocks 4x 5x ho gaya hai... IT stocks are under accumulation where FII holds major stake Definitely we may see volatility before election to kick out weak Hands and partial liquidity management.
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VALUEPICKER
1 year
Amba Enterprises Market cap was Rs 80 crore when discussed now I made it 17 crore profit already. Moving forward Now what I will get if I buy this company: Rs 218 crore sales Rs 30 crore of net worth Client base like SIEMENS CG POWER Sasta or mahenga Ride cheetah not gadha
@RupakRoyC
VALUEPICKER
1 year
Amba Enterprises From 60 to 75 #undervalued #longterm
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@RupakRoyC
VALUEPICKER
2 months
Never miss stocks which are making new high ... study those stocks your life will be easy...if you are focusing on 52 week High stocks...all technical are following the direction of fundamental. Read read read .no short cut ...no screener no AI can replace your complex mind .
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VALUEPICKER
5 months
Dynamatic Technologies LTD UDAYANT MALHOUTRA : presentation Passionate Sarathi we require like him ,calm and composed at the same time aggressive in execution. As of now only 5k CR market cap . The company caters AEROSPACE+ AUTOMOTIVE+ HYDRAULIC. As
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@RupakRoyC
VALUEPICKER
3 months
Bajel project from 120 to 280
@RupakRoyC
VALUEPICKER
7 months
Bajel project Just read once Why are they taking loan of 900 cr ... What are they going to with 900 cr of loan... The answer is definitely business. Backward integration+ experience+ order What else we want from the experience group
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@RupakRoyC
VALUEPICKER
10 months
PSU BANK covered from January...now real alpha will come ..margin of safety who entered in January by keeping a mindset to outperform the ROI of fixed deposit ..now they are way ahead #PSUBANK Roz ka taaza khabar nahi milegaa mere time line main but surely will try to
@RupakRoyC
VALUEPICKER
2 years
PSU BANK UCO BANK IOB PNB MAHABANK UNION BANK JK BANK
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@RupakRoyC
VALUEPICKER
16 days
There is no bull market or bear market. There is a bull sector and a bear sector...
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@RupakRoyC
VALUEPICKER
5 months
TECHNO ELECTRIC & ENGINEERING COMPANY LTD -RURAL ELECTRIFICATION +SWITCH YARD+SUBSTATION+ smart meter+ data centre +transmission -giving solutions to power intensive industries - One of the prominent player in GAS INSULATED substation -Requires less maintenance than AIS
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@RupakRoyC
VALUEPICKER
1 year
BHEL IS NEXT ITC !!
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@RupakRoyC
VALUEPICKER
1 year
After SUZLON we Amy see similar movement in GREEN POWER
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@RupakRoyC
VALUEPICKER
2 years
#SUZLON game is on ...big names are appearing and taking interest...orders are flowing... rebalancing the balance sheet. #SUNPHARMA #ORDERADANIPOWER
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@RupakRoyC
VALUEPICKER
2 months
Bharat bijlee: We want bijlee in Bharat each and every corner. The company is in transformer+ motor +(smart IIOT+magnet technology+ servo motor) Sunrise sector + small equity base+uptrend sales +profit+ CFO>PAT+ reasonable valuation than peers+sunrise sector Investment theme 3
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@RupakRoyC
VALUEPICKER
24 days
BMW for the next 2 years
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@RupakRoyC
VALUEPICKER
10 months
What is ferrities?? Ferrites are special materials that like to play with magnets. They are made from some metals like IRON /ZINC mixed with oxygen(LIKE YOU ARE MAKING BHELPURI : ADDING SOME MASALA, CHATNI TO MAKE DELICIOUS MURI ). These materials can be turned into magnets, and
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@RupakRoyC
VALUEPICKER
11 months
One serious post to everyone who follow me ... If I post a stock and after two or three days if you see it has given 20 to 25 % return in short period. Don't jump and take the stock even if you are super confident with the thesis. Reason: stock market we expect max 15 to 20%
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@RupakRoyC
VALUEPICKER
1 year
Posted a year back again reposting Not about SEMICONDUCTOR : Semiconductor require ultra pure water 💦 (UPW). Why require water ? To prevent the chips from contamination . UPW is so pure it is called an industrial solvent. It takes 1,400-1,600 gallons of tap water to make
@RupakRoyC
VALUEPICKER
1 year
ION EXCHANGE 1600 TO 4000
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@RupakRoyC
VALUEPICKER
5 months
ZAGGLE : 2020 topline = TTM EBIDTA NOW DEBT REDUCED Guidance remains at 40-50% revenue growth and 11-13% EBITDA margins NEW ORDER +TECHNICALLY STRONG ACCUMULATION ZONE 250 TO 290
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@RupakRoyC
VALUEPICKER
5 months
BF Utilities Ltd. (BFUL) is a part of Kalyani Group Company is in wind energy and Wind is becoming one of the fastest-growing renewable energy sources. -Kalyani Steel Limited has proposed to invest Rs 26,000 crore to set up a titanium metal and aerospace components
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@RupakRoyC
VALUEPICKER
11 months
Optical fibre = silicon dioxide= SIGACHI INDUSTRIES
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@RupakRoyC
VALUEPICKER
10 months
Kalyan jewellers is getting 21x valuation against their operating profit . Whereas senco only at 12x valuation against their operating profit . Market cap justified: 6500 crore Now market cap : 3800 crore.
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@RupakRoyC
VALUEPICKER
11 months
ATUL AUTO 3W ELECTRIC VEHICLES. STOCK FOR #LONGTERM
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@RupakRoyC
VALUEPICKER
5 months
Nitin kamath's heart attack Learning which we all should adopt 1. Enough sleep 2. Moderate excercise 3.clean food 4. Sufficient water intake and sun exposure Most important part 5. Learn to be happy and it is not linked with money. Be in the present,avoid toxic people who
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@RupakRoyC
VALUEPICKER
6 months
Rain, Rain ,Go away Come again another day Your promoter wants to play Rain Rain go away
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@RupakRoyC
VALUEPICKER
1 year
The way promoters are buying...they may be trying to avoid any hostile takeover ... Stake if they slowly increase above 50% by that time it may touch 1000 #SDBL
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@RupakRoyC
VALUEPICKER
1 year
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@RupakRoyC
VALUEPICKER
2 months
Most insecure people in stock market : big investors . They won't give you right information or right feedback. Very few are exceptional Most of them earn so much wealth but hardly they have real friends in and around. Be the best version of self. Become a good human
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@RupakRoyC
VALUEPICKER
4 months
ADC INDIA COMMUNICATION: THEME DATA CENTRE ADC offers designs and manufactures network infrastructure products MARKET CAP : ONLY 465 CR ,RESERVE 53 CR ,ZERO DEBT ,PROMOTER HOLDING : 72%+,UPTREND IN SALES ,PROFIT,MARGIN,ROC & ROE > GDP GROWTH
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@RupakRoyC
VALUEPICKER
5 months
Now lets understand what is PEG Ratio (Price/Earnings to Growth ratio): Imagine Virat kohli's IPL auction price is ₹20 crores, ( AUCTION PRICE = YOUR VALUE based on your earning market gives to you =PE =20) SO PE =20 Say expected scoring growth is 30% over next year So if
@RupakRoyC
VALUEPICKER
1 year
Old post on my telegram channel now in details ..tried to share a concept in simple way so everyone can understand How to look at PE RATIO ? PE = PRICE TO EARNING (Rather think as PREMIUM TO EARNING) Let's understand it from a simple example. You weekly visit in a fruit
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@RupakRoyC
VALUEPICKER
6 months
Now let's make today's recipe 1 solar panel : So add some Aluminium ,after that add some more plastic polymers ,then as per requirement copper and then silica . Atlast add bahut saara glass. Now ready SOLAR PANEL #SOLARPANEL proxy recipe
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@RupakRoyC
VALUEPICKER
6 months
EXCELLENT RESULT + FOCUSING ON HIGH MARGIN PRODUCT PORFOLIO BY DOING CAPACITY EXPANSION+ SALES TARGET 10000 CRORE BY 2025 =APPROX PAT 800 TO 900 CR =42 EPS AND PE OF 25 = Rs 1050 future price. #Q3FY24 #GAEL may visit
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@RupakRoyC
VALUEPICKER
1 year
A TO Z for senior care #maxindia huge growth possible in this business.. 10 years vision for 10x business growth
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@RupakRoyC
VALUEPICKER
1 year
Max india = senior care I feel like once you have the infra you can give junior senior youth everyone. The way people are addicted to mobile I feel they need space and the space will be given by MAX INDIA.
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@RupakRoyC
VALUEPICKER
7 months
Railway theme which one may study further Texmaco IRCON PRESSTONIC engineering ltd Jayant infra BCPL RAILWAY IRFC
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