Rahul Kanjani
@rahulkanjani
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Honest Opinions on SMEs, I dislike hyped, pump and dump stocks, Tweets are not investment advice. Not SEBI Registered. IIM Grad, Consultant, Bullish on Bharat.
Pune, Maharashtra
Joined July 2011
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#Rulka
Electricals increasing employee base on a rapid pace, 58% increase from Jan to May 24 indicating growth in revenue.
Data Credits:
@Investindia6
Thanks for introducing Rulka
@VTGCapital
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#Rulka
Electricals updated new orders worth 18 crs in last one month itself. FY24 revenue is only 70 crs. Do the maths.
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Fund raise by
#Viviana
indicating that new orders from GETCO are in pipeline and Viviana might soon give us new projections for FY25. This is just the start for Viviana power story. 🔥🔥
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Such a shit result by overhyped stock
#Cadsys
. Before result, PE at 21, after result PE at 36 💩💩💩 It was being pumped on internet for long time now. It went up from Rs. 200 to 480. Now it will go below Rs. 200
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Kore digital responding to defamation head-on. Lesson: Never randomly trust tweets that are meant to create investor panic. Do your own research. I have always believed in KDL and the company will outperform with its March results.
#koredigital
#kdl
Here is the legal document. Defaming is very easy without proper information. One should do proper due diligence before putting allegations because in the end, it will have huge dent on the hard earned money of retail investors.
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#Viviana
power new updates from preferential issue:
- Current value of orders that they are working on: 176 cr
- Pursuing new orders worth 100 crs
Total: 276 crs
FY24 revenue: 65 cr
4x growth visibility 🔥🔥🔥
Don't look for next oriana, bondada anymore, search ends here!
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Industry tailwinds and my top picks:
Defence: Trident Techlabs
Railways: Cosmic CRF
Power transmission: Viviana
Solar EPC & Warehousing: Rulka Electricals
Ecommerce: Womancart
Data Centre: Esconet
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Thaai CMP: 161, TTM PE: 34.7, FY24 PAT Estimate: 16 cr, YoY PAT growth: 220% 🔥
Konstelec CMP: 195, TTM PE: 34.8, FY24 PAT Estimate: 10 cr, YoY PAT growth: 25%
Megatherm CMP: 298, TTM PE: 37.4, FY24 PAT Estimate: 16 cr, YoY PAT growth: 14%
DYDD
#Thaaicasting
#Multibagger
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Rev H2 48 cr vs H1 38 cr (23/108x180)
PAT H2 8.2 cr H1 4.2 cr (2.5/108x180)
FY24 vs FY23
Rev 86 cr vs 49 cr, 75% growth 🔥
PAT 12.2 cr vs 5 cr, 144% growth 🔥
Overall very good growth and the IPO funds utilisation for capex will result further jump in next results
#thaaicasting
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Thaai results analysis:
Company has given numbers from June 12 because thaai casting changed to pvt ltd from partnership firm on this date.
Considering June 12 to Sep 30 as 108 days, and using averaging and extrapolation following are numbers👇
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If I had to choose one stock between
#Konstelec
,
#Thaai
Casting and
#Megatherm
, I could choose Thaai casting because of lower PE, higher PAT growth (FY24 estimates) and aggresive expansion.
Number crunching below👇
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Operator play in
#ThaaiCasting
. Every day they sell at Rs. 170 in batch of 10 lots. Once the 10 lots are sold another batch is put on sell. This is blocking the price movement upwards. Frustrating!! Hope someone breaks this cycle.
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#Vivianapower
Fair value Calculation:
Considering PE 50 as it is high growth power transmission company and FY25 revenue 150 cr and 12% PAT at 18 cr, the FV comes out to be 50x18/0.6 = Rs.1500, Big upside from current levels of Rs. 677 🚀
Added to my portfolio, No Buy/sell reco.
Viviana Power : Should be on track to meet its FY24 and beat its FY25 projections.
Robust Orderbook
Viviana Power had 160cr orderbook at the begining of FY24, received around 55cr worth orders in FY24. Revenue for FY24 could be around 65cr. Should end the year FY24 with 150cr
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Thaai Casting:
#Multibagger
of 2024 ?
Industry: Manufacturing catering to Automotive, Agriculture, Electric Vehicles, Wind Power
Monthly Manufacturing run rate: 12 cr
Projected FY24 Revenue: 100 cr vs FY23 revenue: 49 cr, 100%+ growth🔥
Projected FY24 PAT at 16%: 16 cr 🚀
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Bulk deal today in
#ThaaiCasting
#TCL
Ankush Kedia buys 1,80,000 SHARES @ ₹197.15
Previously, Selvamurthy Akilandeswari also bought 1,16,000 shares @ ₹180.41
The ride has just started 🚀🚀
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Looks like some big operator paid him to write whatever possible to bring price of KDL down so that they can buy at low price. They are getting successful also. Rebound in kore digital is a certain event when results are announced.
#koredigital
#kdl
There is a digital co which claimed to have 1500 cr order for digging roads.
then the co said that its share of revenue is only 1/3rd because the original contract was given to its JV partner.
the name of JV partner is OSR teleservices. But who is this co?
they operate in a
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OSR getting banned by TCIL has no relation with them getting orders from MSRDC. They both are separate govt entities, one under centre and one under state. The contract is valid and these false narratives won't affect balance sheet of the company.
#koredigital
There is a digital co which claimed to have 1500 cr order for digging roads.
then the co said that its share of revenue is only 1/3rd because the original contract was given to its JV partner.
the name of JV partner is OSR teleservices. But who is this co?
they operate in a
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#Rulka
Electricals - Electrification + Rooftop Solar EPC + Warehousing + Good clients + Low PE + Growth oriented promoter 🔥🔥🔥
Rulka Electricals : Good clientele, exposed to warehousing sector growth.
Exploring rooftop solar EPC - especially in warehouse rooftop solar, a kind of vertical integration.
Recently started constructing warehouse as well, in addition to complete electrical works.
Has the
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#Esconet
Technologies - Informative thread
Esconet Technologies Limited provides high-end supercomputing solutions and DATA CENTRE facilities that include storage servers, network security, virtualization, and data protection.
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I had already estimated the PAT of
#Konstelec
and it did not seem to be worth the hype. Additionally their PAT has turned out to be lower in audited results than in RHP. Some 20 yr old hype their invested stocks and 40 yr olds are gambling their money by following them 🤦
Thaai CMP: 161, TTM PE: 34.7, FY24 PAT Estimate: 16 cr, YoY PAT growth: 220% 🔥
Konstelec CMP: 195, TTM PE: 34.8, FY24 PAT Estimate: 10 cr, YoY PAT growth: 25%
Megatherm CMP: 298, TTM PE: 37.4, FY24 PAT Estimate: 16 cr, YoY PAT growth: 14%
DYDD
#Thaaicasting
#Multibagger
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#Rulka
Electricals upcoming gem
Sales growth CAGR: 40%
Profits growth CAGR: 84% 🔥
Operating margins increased from 5.7% to 12.5% 🔥
The number are mostly pre- IPO, hence numbers are bound to get even better as IPO funds are utilised.
#SolarEPC
,
#Electrification
,
#Warehousing
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Rpp infra Mcap 497 cr, Order book 2800cr PE only 8.3! Infact most infra companies have huge order book and trade at low PE 5-20 as it is highly capital intensive and execution is a challenge
#TeerthGopicon
newly listed pumped to TTM PE 27. Is this sustainable? Time will tell
#TGL
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One thing I learnt in my investing journey is never just buy stock in FOMO by reading a tweet. Last year I bought Alkosign on reading a tweet from Ashish Malani, did not do any research on my end and ended up booking loss of 60%. Please do your research before investing.
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@RajStockWatch
Aree bhaiya, minister hai toh BJP ke, hoga wahi jo Modi ji bolenge, money will flow. Targets are set for power and renewable.
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@RajStockWatch
Flat results show scalability challenges in EdTech companies like Lawsikho. PE still high if they don't grow in accelerated mode.
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Thaai Casting's beautiful numbers😍😍😍
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PE 35 for corn business? That too operating at 90% capacity utilisation!!Ridiculous! Staying away from
#TBICorn
! Not giving a shit if any HNI investor bought it!
#TBIcorn
#Aimtron
#investing
#stocktobuy
📌Added few lots of TBI corn ltd today at Rs.200!
▪️Missed to add Aimtron Electronics ltd.
➡️Ashish Kacholia ji bought 7,66,666 (5.73%✅) shares of
#Tbicorn
at Rs. 75 in pre-ipo🔥🔥
➡️Gunavanth Vaid Ji also added 1,60,000 (1%✅)
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Kore Digital: Will
#Multibagger
Run continue in 2024?
Short Answer: Yes
Long answer👇
Clients: Airtel, Jio, Voda-Idea, Tata Tele, Trunet, D-Vois - providing Telecom Infrastructure services.
Have a look at the projects and services offered by them👇
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#Esconet
directly involved in building Data centre infrastructure. Clients include ONGC, Ministry of defence and many other PSU clients. Mcap only 390 cr. Invest when they are young.
✍️Data Centers
Please go through this video for Data center insights 👍
📚Source:
@CNBCTV18News
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@Sudheep8531
@Investindia6
@ChintanParikh10
@iyervignesh
@SEBI_India
This guy Sudeep aka opportunistinvestor runs telegram group where he has pumped and dumped stocks like Bhatia, DCI and currently Wealth. He sells courses for Rs 4000 per session. He blocks anyone who talks against him in his group. He is fraud, egoistic and a stock manipulator.
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Thaai casting received new order of 12 crs taking its order book to 232 cr. FY23 Revenue is only 49 cr. With IPO money being used for capex, the company will unlock huge investor value when order execution will reflect in Topline. Huge upside from here🚀🚀
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KDL preferential issue is concluded and is backed by 74 HNIs, it shows strong conviction of investors in the company. The preferential has 6 months lock-in which means strong price support for atleast 6 months. Expecting very positive March quarter.
#koredigital
#kdl
#Multibagger
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EMS operating in same industry as
#TeerthGopicon
and has government contracts in multiple states while
#TGL
has govt contracts from MP only. EMS PE is only 18! while TGL currently at PE 27 at CMP 184. Do your research before investing.
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Some of Govt. Clients of
#Esconet
:
Ministry of Defence🔥
National Informatics Centre-MeitY
Indian Institute of Technology
Bharat Electronics Limited
ONGC
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To recover loss of 60% the stock price must increase by 150%. That is nearly impossible for a stock that has fallen so much. Don't have false hopes that your stock will bounce back. Book your loss as early as possible.
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This is huge!!
#viviana
power
📌 Viviana Power Tech Ltd informed the exchange about receiving a ₹60.42 Crores turnkey contract from Madhya Gujarat Vij Company Ltd for creating a robust network under the S.I. Scheme, including 11 KV XLPE HT Cable installation, Ring Main Units, and conductor replacement in
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#Alkosign
: Multibagger of 2024?
Industry: Stationery + Bags manufacturing.
Clients for Bag manufacturing: Baggit & Wildcraft 🔥
Exclusive Manufacturing contract with Baggit for 5 years 🔥
Manufacturing capacity: 30000 bags per month - 50 cr revenue generation from bags alone.
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Sadhav Shipping: Intensive pumping going on. Looking at fundamentals, it seems like a average business with high debt. IPO money is not even enough to buy a boat and they will take more debt for it. PE ratio already 32. Industry PE is 10-20. Red flag for investors at CMP:172 ❌❌
The business is capital intensive. For example, they are buying a boat for Rs.64Cr for leasing to ONGC at Rs.2Cr per month. (15.5Cr IPO fund is set aside for this. Rest is debt). This is over and above 67Cr debt as of end Sept 23. There will be impact of debt on bottomline ..3/
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#Vivianapower
big beneficiary of Gujarat's ₹96,000 crore transmission infrastructure spending plan.
@GanatraNandan
Guess which company has GETCO and Gujarat written all over it?
#viviana
🎯
viviana power
Look at the client list other than GETCO also
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@VivekChadha1996
If you are so truthful, why did you hide my comment? Defence ka license 2020 se hai
#Atmastco
ke paas, abhi bhi production nahi start hua. License hone aur execution me difference hota hai. Defence bolke Pump karo lekin Twitter pe sabko bewakoof mat samjho.
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@SaurabhJ1999
@nileshkurhade
@mkulchandani
@IrshadMadakiya
@SME_ANIL
@abhishek95mehta
@preet2419
Very Good research Saurabh. Thanks for sharing 🙏🏼
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About HexaData: HexaData Supercomputers feature a hybrid architecture, blending NVIDIA's GPGPUs with AMD/Intel CPUs. These machines are engineered to handle the most technical, data-intensive tasks, essentially enabling the capabilities of a supercomputer.
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@sumukhbhushan1
Since you don't know how to calculate PE, here are numbers for Cadsys
PAT 2024: Rs. 8.05 cr
No. of Shares: 0.75 cr
Price today: Rs. 386
EPS=8.05/0.75= 10.73
PE = Price/EPS = 386/10.73= 36
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Now a days getting placed in TCS is same as getting title in freshers party...no real importance but janta gets upset when they don't get it
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KDL is also developing capabilities in Deep-Tech Additive manufacturing, AI based 3D Bio printing and Gene editing. This can unlock multiple revenue streams in future. 🚀💸💎
#SME
#Multibagger
#DYDD
No buy/sell Reco
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@RajStockWatch
My analysis
Thaai results analysis:
Company has given numbers from June 12 because thaai casting changed to pvt ltd from partnership firm on this date.
Considering June 12 to Sep 30 as 108 days, and using averaging and extrapolation following are numbers👇
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@SaurabhJ1999
@ManickamRavich1
@nileshkurhade
@abhishek95mehta
@mkulchandani
@IrshadMadakiya
Too expensive listing! Correction awaited.
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RMC Switchgears: Sleeping Multibagger of 2024?
Industry: Smart Metering Solutions - high growth industry🔥
Stock price down 40% from 52 week high of Rs. 675 to Rs. 405, Current PE - 27, Industry PE - 30-60✅
H1 revenue: 87 cr, YoY growth: 51% 🔥
Order book: 500 cr+ 🔥
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FY23, Revenue: 21 cr, PAT:3.2 cr
FY24 Q3, Rev: 53 cr, PAT: 4.1 cr
FY24 Q3 numbers are bigger than entire FY23 numbers, very high growth trajectory🚀🚀
Revenue Projection for FY25: 400 crs 🔥🔥& FY26: 1000 Crs 🔥🔥
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Thaai has record of rapid capex deployment resulting in high growth.
High growth stocks attract higher PE in market and hence higher price.
No buy/sell reco. DYDD.
#SME
#Multibagger
#thaaicasting
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@ShashiTharoor
: "Knowledge is knowing that a tomato is a fruit Wisdom is not putting it in a fruit salad.""
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In last few months, RMC reported Capacity expansion to meet the exceeding demand without raising funds or loans. 💎
Formed a subsidiary, 'Intelligent Hydel Solutions' for water treatment solutions, another high growth industry.🔥
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KDL is also recipient of orders from Railtel for underground OFC network. Railtel is one of the largest telecom infra providers in India. Successful completion can lead to multiple order inflows from Railtel. 💎💎
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The stock price starts moving upwards a month before in speculation of good results.
Awaiting to see how great H2 results are for RMC🚀
#SME
#Multibagger
#DYDD
No buy/sell Reco.
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Performance and Management Guidance:
Esconet reported a 45.23% rise in revenues to Rs 137.48 cr, compared to Rs 94.66 cr in FY23. EBITDA increased by 53.01% to Rs.9.74 cr in FY24, up from Rs.6.36 cr in FY23. Management guidance for revenue is Rs. 300+ cr by FY26. CAGR ~50% 🔥
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@SonaliSamui
@Shefalibheda
everyday a little motivation is necessary for living the life to its fullest.....
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@nehashugani
@SonaliSamui
@Shefalibheda
@mukkuapsgwl
@Couch_syrup
is baar chantu bantu ko bhai milega shefu ke b'day par
#frompathak
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"
@Sanjay_Vis
: बात बस इतनी सी है कि.... तालों के चेहरे पर इंतज़ार दिख जाता है
वरना....चाबियां भी गुछों में कम अकेली नहीं होतीं."
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KDL bags new order generating 130 cr revenue per year. This is in addition to 400 cr. order book for FY25🔥. FY23 Revenue was just 21 cr. That's exponential growth and would probably give exponential returns to the investors.
#KDL
#Koredigital
#MultiBagger
#DYDD
No buy sell reco
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KDL's Partnership with Cogent Communications, US based Internet service provider leading to 100 cr. in Topline growth and 10 cr. in bottom line growth per year. 💸💸
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Projected FY24 PE: 28 ✅at CMP 197
Industry PE: 30-50 ✅
Strong order book of 220 cr+ 🔥
IPO proceeds to be used for capacity expansion. New machines to be deployed within 3 months.
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Walking in the sweltering desert I was searching for water until a tear ran down my cheeks and caressed my lips and I smiled I was satiated.
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My friend is great fan of Aam aadmi party. He has watched 'hum AAP ke hain kaun' 7 times. Why 7? Coz AAP deserves to be in 'satta'.
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Click on the link below and like it on Facebook. Its for a competition.
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@Rohit30341598
We will see the effect in next results, we have next six months to understand and analyze the capex utilisation based on updates from company.
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@Shefalibheda
@nehashugani
@SonaliSamui
@mukkuapsgwl
yeah we did one thing.....grabbed an opportunity.... Opportunity to learn..:)
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The wise should never disturb the ignorant..its like planting flowers in the desert...
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FY23 Revenue - 21.38 cr and FY24 H1 Revenue - 33.5 cr mostly from Stationery business. Bag business revenue will reflect from H2. Hence good result expected🚀
Meanwhile they are also expanding distribution for Stationery products selling to IIMs and govt. institutes👌
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Since childhood I have been listening this song at Indian weddings 'saat samandar paar main tere peeche peeche aa gayi'
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TTM PE: 20.6 at CMP Rs 171👌
Industry PE: 20-70 ✅ With March Results, huge upside expected.
No buy/sell Reco. DYDD
#Alkosign
#multibagger
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