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Sulabh Anand
@SULABH40
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Perpetual learner || IT professional || Growth Investing ||No buy/sell & Bullish on 🇮🇳 || Not a sebi registered||
New Delhi, India
Joined May 2010
@drjimmy2407 @preet2419 @disguisedtrader @SMESTOCKNEWS @AnirbanManna10 4th qtr would be bumper due to rental income as well !!!💥💥
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@drjimmy2407 @SMESTOCKNEWS @smesmartmoney @preet2419 @vandit_jain1994 @samisosa1234 @thiru_gowda @SathyeshBhat @investor_sr33 @AdityaMittal795 @sriranganek Major concern has been over valuation in largecaps due to slowing down of earnings growth which has led to correction in nifty. This can be taken as opportunity to build bigger positions in companies with huge tailwinds & earnings visibility over the next 2 years.
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Adding to the list the SME companies under 1K Mcap which have delivered 75%+ returns in last 3 months inspite of ESM rule. Screenr Link : #RadomExperiment
Companies which have performed inspite of being in ESM 2, so never trade in-out just based on shitty ESM rules. 1. Z-tech 2. Sunita Tools 3. Thomas Scott 4. Slone Infosystems 5. PIGL Note: No buy/sell advice.
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@CreatNetWorth Lack of communication from the management puts question mark on the future growth.
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Stocks to look out for in Transmission Sector🗼: 👉Kay cee Energy 👉Viviana power 👉Jyoti Structures 👉Skipper 👉Techno electric 👉Bajel projects Note: One needs to look at valuations.
Transmission sector 😎😎😎 Centre eyes private capital for 9L cr grid expansion. The nation is planning to invest 9.2 lakh cr through 2032 to build more transmission lines Nearly triple it's clean Power capacity by that time #Advait
#Dycl
#transrailway
#technoelectric
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Below looks like the one on the path of CESC: Any guess?🤔
#CESC - Company with huge interest cost i.e. 400 cr in 2003 but in a falling interest rate environment, even with just 13% topline growth over 4 years, PAT grew by 42x(207 cr from 7 cr)🔥 due to interest cost getting half. From - MasterClass with super-investors
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#CESC - Company with huge interest cost i.e. 400 cr in 2003 but in a falling interest rate environment, even with just 13% topline growth over 4 years, PAT grew by 42x(207 cr from 7 cr)🔥 due to interest cost getting half. From - MasterClass with super-investors
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Excellent post by Avdhesh to understand the geospatial market.
India’s #geospatial market is forecast to grow at a CAGR of 16.5% to reach Rs 25,000 crores by 2025 and likely to grow to 100,000 crores (12 billion $) by 2030. Major Beneficiaries are: 🔹 Ceinsys Tech Ltd 🔹 Genesys International Corp 🔹 C.E. Info Systems Ltd Keep👀
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@disguisedtrader Pre-ipo unlock in the offering starting next week but dec pref around 900 levels should act as strong support.
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#TeerthGopicon 🌊 🌞- Candidate for 3x+ growth in FY25 & FY26 with below triggers - 👉200% growth over 2 yrs 👉Forayed into renewables space with 236 Cr order. 👉Exit from ESM. 👉PAT in FY25 - 35-40cr, PE-17x(too cheap for 200% growth) 👉Still buying. Disc-invested, biased.
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