Mihir Khajanchi
@m1hirk
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Private trader/investor in the Indian equity markets. Wildlife lover. Assume I have a vested interest in every tweet.
Mumbai
Joined January 2010
Launching Your one stop destination for annual report summaries. Get 2 minute read summaries of Annual Reports. Still at a nascent stage, so feedback & RTs welcome š.
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Similar to the last four years, will be putting up annual report summaries on my blog. Please retweet the thread if you find useful.
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Dare I say this, @zerodhaonlineās Killswitch feature is the best feature available with any broker in India. Zerodha is miles ahead in technology & innovation. @Nithin0dha.
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Uploaded summary notes of 2018 Annual Reports of NRB Bearings, VIP Industries, Bandhan Bank, Marico, Astral Poly Technik, Tata Elxsi, Bata India, Page Industries, Zensar Technologies, JSW Steel, Rane (Madras) Ltd on Feedback welcome.
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Hi please beware of @sturfrybox on @zomato . They served us non veg food instead of veg food. @deepigoyal please blacklist such a restaurant which serves non veg food to vegetarians on eve of Dasshehra
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#Kesari is an exceptionally well made film. Not a dull moment in the film. Brilliant cinematography and storytelling. Blockbuster for sure! Must watch. @akshaykumar.
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One of the many advantages of staying in a gated societyā¦ They have brought the polling booth inside the complex at the banquet hallā¦.Approx 6,000 voters have the convenience of voting from their own complex. @VishalBhargava5
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Savita Oil(Savsol brand) looks like an interesting company. I have done some work here:.
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Self brag: I was looking at Abbott India(MNC Pharma) when no one was looking at it. Now everyone is looking at MNC companies(coz nuksaan nahi hai).
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@varinder_bansal You may find this useful. I write summary notes of Annual Reports on Updated daily. Feedback welcome.
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I booked a movers & packers 7 days back from @porterit_ and my wife lost an Apple watch gifted to her by my sister. Since I have not received any satisfactory resolution yet, creating a thread of similar thefts by @porterit_ services. Think twice before you use them.
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@alphaideas Iāve written annual report summaries of 40+ companies on You may find it useful, would like your expert comments. Thanks.
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Some interesting quarterly results from these companies in Q4 FY 2019:.1. Bajaj Finance.2. Ultratech Cement.3. Interglobe Aviation.4. Honeywell Automation.5. Alkem Lab.6. Aarti Inds.7. Thermax.8. PVR.9. Zydus Wellness.10. Merck.11. Timken.12. Deepak Nitrite.13. ESAB India.(1/2).
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If India restricts Namibia under 80 runs & chase it within 6 overs, they will reach their home 2 hours earlyā¦.
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Back to the city of dreams with a million dreams in my heart. Dear Mumbai, itās good to be back :)
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Some interesting quarterly results from these companies in Q2 FY 2019:.1. JSW Steel.2. L&T Finance Holdings.3. Aarti Industries.4. Phoenix Mills.5. Vinati Organics.6. Finolex Industries.7. Zensar Technologies .8. Team Lease Services.9. JK Paper.10. National Peroxide.(1/2).
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The whole investing world is looking for 'quality'. In my opinion the next 2-3 years belong to clean + debt free mid/small caps which can survive + deliver.
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@Anil_Tulsiram We've built an efficient way for fundamental analysis of stocks. Try Feedback is welcome. .
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I repeat never bet against a baniya who built his money through trading stocks! #Dmart.
I believe DMart will introduce quick commerce when it is possible to make profits there. Possible in the next few quarters. It will be accelerated once there are only 1 or 2 players are alive. Never bet against a baniya who made his money from the stock market as a trader. .
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I donāt usually share such stuff here. But my weight is at a two year low. From 110 to 90 kgs in 15 months. Being fit makes you feel really good about yourself. Health >> Wealth
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9 years' Annual Report notes(2010-2018) of Ajanta Pharma: Amazing to see the journey, milestones and the growth that company has delivered.(Of course, heavy survivorship bias).
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My wife who is a fabulous home chef here in South Mumbai made this extremely delicious version of Naturally Yours Buckwheat Noodles!. As I told @vinodchendhil this brand has loads of potential for healthy noodle market. Was surprised to see them in stock at Foodsquare, Worli!
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@aveekmitra @ZeeBusiness @varinder_bansal @AnilSinghviZEE I believe youāre talking about this one: It is a really good watch.
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@Disciplined_Inv Pokarna has done a capex of 500+ crores in past 3 years. It was available at 170 crores market cap which is nearly 1 time expected FY24 earnings.
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So I hit 2000 followers yesterday. What started as just a hobby blog last year to make myself read more annual reports has become a great way to give back to the trading/investing community. I've made umpteen like minded friends through this. (1/2).
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For every drop of your blood, sweat and tear, there will be naysayers saying āYou just got lucky!ā. .
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Starting a new section in my blog: New Products(by listed companies). First post in this series: Second Nature juices by Freshtrop Fruits. Please share your feedback.
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Some interesting quarterly results from these companies in Q3 FY 2019:.1. Biocon.2. United Breweries.3. Torrent Pharma.4. Jubilant Food.5. Aditya Birla Fashion.6. Indian Hotels.7. Bata.8. Pfizer.9. Vinati Organics.10. Astrazeneca Pharma.11. Kennametal.12. IPAPPM.(1/2).
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@VishalBhargava5 We stayed near Sula at @utopiafarmstay at Nashik. It has got a super serene view and made me wonder why Nashik canāt be Lonavala/Alibaug. But the drive back took 6+ hours and I had my answer. .
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A few years back, I visited Ajanta Pharma AGM & Yes Bank AGM. Yes Bank distributed cupcakes + other goodies. Ajanta gave merely cutting chai. Decided to stay invested in Ajanta Pharma. Didnāt touch Yes Bank stock ever since.
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Certain new products can change companiesā fortunes. Eg: Saregama Caravan. Seniors love it & it sells like hot cakes. Saregamaās EBITDA this quarter was greater than its EBITDA in any YEAR from 2007 to 2017. Planning blog posts on the topic. Suggestions of products welcome.
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Added summaries of Annual Reports(# 24 & # 25) of Sudarshan Chemical and Indian Hotels. Thanks everyone for the encouragement through likes and retweets. Grateful.
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Take a bow India! Pujara deserves as much credit as Pant or Gill for his fourth innings heroics.
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At Anse Source DāArgent in La Digue, Seychelles, one of the best beaches in the world!
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Conversation between two uncles today at the dinner table:.Uncle 1: What assets do Zomato, Nykaa have? How are they even allowed to list?.Uncle 2: People used to say the some about Wipro, TCS, Infy a few decades back. Look at their returns. Moral: Donāt ignore new age businesses.
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Know of a family fund worth 3000+ crores and now has 50%+ concentration in ONE stock. Their initial investment in it was in single digit crores 15 years back. Try and teach them diversification vs concentration, will you?. Do what suits you. .
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@darshanvmehta1 Incidentally it coincides with both luggage stocks(VIP & Safari) hitting 52 week highs.
@Ajaya_buddy Maybe luggage stocks(VIP, Safari) are a better bet than airlines! Buy shovel makers rather than gold mines?.
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@pankaj013 @deepakshenoy @jagoinvestor_ Yes we get the dividends & can get the certificates but good the certificates are lost otherwise we would have sold it. Have heard of a person who used to buy quality shares in 80s & tear off the certificates so he never sold. Yesteryearās version of the kill switch!.
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NGL up 20% today. Though it may be unrelated, but many times annual reports reveal the confidence of management and business outlook in ways which none other can. Keep looking :).
One of the most nondescript annual reports you can come across: But the company mentions a few key points which matter. Hope it lets the future numbers do the talking! #NGLFine.
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Hello from the biggest tiger in Asia! Wagdoh. Fro Mamla safari zone Tadoba. Pic by friend, Arvind Banda
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@vinodchendhil If Iām not mistaken you used to sell organic products in somewhere near 2011-12, I was one of your initial customers in those days š.
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Seeing the āloveā for HDFC group stocks, I remember similar kind of emotions street had for Sun Pharma, Piramal, Page etc. āWhen investors want something badly, you should usually sell it to themā!.
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Some interesting quarterly results in Q3:.1. Asian Paints.2. Havells India.3. P&G Hygiene.4. NMDC.5. Astral Poly.6. Dixon Tech.7. Endurance Tech.8. Dr Lal Pathlabs.9. Laurus Labs.10. Schaeffler India.11. Sheela Foam.12. Finolex Inds.(1/2).
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Want to know why L&T is spiking recently? Their 2023 Annual Report might have some clues:. "The company is well-positioned to benefit from the prevailing economic conditions due to its expertise in infrastructure and high-tech manufacturing. The company has been associated with.
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ARsummary now has 35+ annual report summaries of the following companies:.KKCL(Kewal Kiran Clothing Ltd).Rategain Technologies.Voltamp Transformers.Surya Roshni.BLS International.Mrs. Bectors Food.Ethos Watches.Bharat Bijlee.Jyothy Labs.Railtel.Larsen & Toubro.Safari Industries.
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#Friday_Follow.For trading/investing enthusiasts.@TradingNirvana.Posts good pointers on emotional side of trading. @dmuthuk.His tweets contain experience + wisdom distilled into thoughts. @rohitchauhan.Great points on financial independence + investing.
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Added summaries of Annual Reports of WPIL, Delta Corp, Paushak and Phillips Carbon Black.
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Too busy to read the annual reports of all the companies you track?. Weāve got your back. Head to for 2 minute read annual report summaries of the following companies:. Ajanta Pharma.Elecon Engineering.Yasho Industries.Apcotex Industries.Indian Hotels.
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Making money from money is the greatest skill in this world. Not operating hearts, not scoring goals, not making excels at all. If you can make more money from money, you win. Period.
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I did my duty. So should you. Exercise your right to vote. #IndiaElections2019 #VoteForIndia.#Chandrapur
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(2/2).14. DFM Foods.15. Amrutanjan Health Care.16. Transpek Inds.17. Pokarna.18. Eldeco Housing.19. Mangalam Organic.20. NGL Fine Chem.21. Saksoft.22. Anuh Pharma.23. Virinchi.24. Ruchira Papers.25. Shreyans Ind.
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@pvsubramanyam Know people who do all this + travel by flights for every vacation and donāt let kids burst crackers and play Holi coz pollution!.
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@SunilBSinghania Thanks for the session at #IIC2018. Could relate lot of stocks to the 5 themes mentioned at the end. Eg. Future retail when itās disbelief turned to belief post demerger and Dmart listing and it turned 4 bagger in a year. Very Educating session on trends. Thanks.
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@Nigel__DSouza Search '4QP5+8Q Dapka, Maharashtra' on Google Maps & Switch to Satellite view.
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Throwback: A brilliant and sarcastic gem from two and half years back. http://t.co/eDhmoVOgJn by @Iamsamirarora.
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My blog where I write annual report summaries and views now has an Android app. Download it here and give feedback.
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Lot of people who havenāt invested a rupee in the stock markets currently feel weāre in for a big fall in the markets. Tops donāt usually occur this way. They happen when even those people start searching for tips and start investing heavily.
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There's bad news all around. Companies this year around are lot more cautious than last year. Even I am scared of putting in more money in the markets. Is this 2016(an opportunity) or 2008? No one knows.
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A few months back, when trying to screen for mid/small caps with good growth there werenāt many options at attractive valuations. Now, many of them are bargains! In my opinion, even if you buy a good mid/small cap mutual fund now and sit for 3-5 years, good money would be made.
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NGL Fine Chem Q4:.PAT up 120%, Sales up 35%. Company had mentioned in 2018 annual report āCapacity ramp up are expected in Q2 of the current financial year. We expect to have double digit growth in sales from the new capacity roll out.ā.
One of the most nondescript annual reports you can come across: But the company mentions a few key points which matter. Hope it lets the future numbers do the talking! #NGLFine.
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Many of these stocks continue to make new highs. Shows the importance of staying with the leaders.
Some of the #stocks which hit 52 week highs today:.Asian Paints.Bajaj Finance.DCB Bank.Future Life.Godfrey Phillips.ICICI Bank.ICICI Lombard.Kajaria Ceramic.Karnataka Bank.Merck.Muthoot Finance.PI Industries.Pidilite.RBL Bank.SKF India.Titan.Torrent Pharma.Varun Beverages.(1/2).
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@VijayKedia1 I write Annual Report summaries on .34 Annual reports covered till now. Updated daily. Would love your expert comments. Thanks.
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Some of the #stocks which hit 52 week highs today:.Asian Paints.Bajaj Finance.DCB Bank.Future Life.Godfrey Phillips.ICICI Bank.ICICI Lombard.Kajaria Ceramic.Karnataka Bank.Merck.Muthoot Finance.PI Industries.Pidilite.RBL Bank.SKF India.Titan.Torrent Pharma.Varun Beverages.(1/2).
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Speciality Restaurants out with one of its best ever quarters with a potential turnaround, stock was hammered in past years. Risk reward seems favourable even after the spike. Would have to wait for next results for sustainability of results but would you get this price then?.
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My car washer washes 20-25 cars here for approx 1200 per month from 5 AM-9 AM. He also drives full time where he makes 30-35k a month. Earns 70-80k a month net. Mumbai is full of such hardworkers. If youāre earning a lakh a month here with a white collar job, the joke is on you. .
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Grateful for how 2024 has panned out. Excited for what is to comeā¦ Jai shree Mahakal.
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Complex topics explained in simple words. Everyone interested in research should view these.
All āResearch Gurukulā Episodes till now @AnilSinghviZEE.
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āWhenever anyone asks me whether something is a sure bet, I tell them honestly that I simply do not know.ā
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now contains summaries of 30 annual reports(added Info Edge). Please retweet/like if you found it useful. Tweet/Message me your feedback too :).
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@SaketLohia5 Nice initiative šš».Please consider my entry. Iāve written 42 annual report 2018 summaries on :).
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A few weeks back when only small/mid caps had fallen and index heavyweights were surging, we used to wonder how much will small/mid caps fall if even heavyweights start to correct. Deeper cuts in small/mid caps are here and if we donāt nibble quality now, then when will we?.
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The US markets are merely 3% away from their 52 week lows. Similar situation with a lot of Asian markets. I maybe wrong but all the talks of India decoupling etc is usually met with a reality check. When US sneezes, everyone catches a cold. Iād be cautious here.
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I would be cautious on many domestic auto ancillary companies for the next 1-2 years. Many of them trade at historically high valuations while their customers are struggling to maintain margins and sales. Cost cutting measures might hurt the ancillaries.
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@apeksha02 Shameless plug: Thereās a blinkist for Indian annual reports: Would love your feedback :).
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