Tailwind_Trekker
@smesmartmoney
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𝘈𝘥𝘮𝘪𝘯𝘴 : 𝘙𝘦𝘦𝘵 (𝘹-𝘣𝘢𝘯𝘬𝘦𝘳) | 𝘈𝘯𝘮𝘰𝘭 (𝘋𝘦𝘭𝘰𝘪𝘵𝘵𝘦 𝘊𝘰𝘯𝘴𝘶𝘭𝘵𝘪𝘯𝘨) Diving into SME/MSME, uncovering tailwind & uncharted territories
India
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Last Seen Profiles
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📌We study & share my personal opinions on
#SME
and
#Microcaps
📌I am not a
#SEBI
registered analyst
📌Entire content is for
#study
&
#educational
purposes
📌If you are
#enthusiastic
learner and want to ask
#questions
based on your
#research
related to
#SME
stocks, feel free to
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0
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#MySMEList
#Study
#SmartInvestment
Here is the list of my
#SME
Stocks one should study based on some very hot sectorial play.
Study them, we feel many of them has huge potential to grow from here.
P.S. The views are personal & there is no recommendation.
Sharing while
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387
#Results
season is on 🔥 in FY24. Sharing my top 10 pics based on strong results and management guidlines so far in
#SME
space.
#Invest
in India's growth story. Invest in
#MSME
.
P.S. - Bookmark this thread for weekly top 10 pics.
#StockMarket
#GrowthMindset
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365
Energy Storage System
#ESS
/ Battery Energy Storage System
#BESS
(1/n)
The talk of the town currently in
#Energy
Sector
A thread to uncover the uncharted territory of Energy Storage 🧵
P.S - Although many prestigious handles (
@ankitbahuguna84
@MunkThePunk
@kush5211
@iKaustubhx
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#Gensol
#Studymicrocap
@AnmolJaggi
A thread on Gensol Engineering - A billion $ company in making
Disc - Long Post (Please be patient to unlock true potential😃)
1/n
5
56
201
#Transmission
Sector - Need of the hour and our micro bets
#Viviana
Power and
#KCEIL
KayCee Energy & Infra
Energy and power are the two pillars right now which will play a crucial role in the coming decade in
#INDIA
. A very important part of this sector is Transmission which
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#AMICFORGING
𝐀𝐌𝐈𝐂 𝐅𝐨𝐫𝐠𝐢𝐧𝐠 – 𝐒𝐦𝐚𝐥𝐥 𝐑𝐊 𝐅𝐨𝐫𝐠𝐞?
(P.s. - First thread of 2024, 𝘋𝘰 𝘯𝘰𝘵 𝘮𝘪𝘴𝘴 8𝘵𝘩 𝘢𝘯𝘥 9𝘵𝘩 𝘱𝘢𝘨𝘦)
#SME
#Studymicrocap
#StockToWatch
(1/n)
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#OrianaPower
Again amazing
#concall
The most undervalued stock in Green Energy space.
1) It has the basket of entire green energy basket
- Solar
- BESS
- CBG
- Green Hydrogen
The info on wind energy portfolio might surprise in coming time
2) They just don't do normal EPC.
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#𝑆𝑀𝐸 𝑠𝑝𝑎𝑐𝑒 𝑖𝑠 𝑚𝑜𝑣𝑖𝑛𝑔 𝑏𝑒𝑦𝑜𝑛𝑑 𝑙𝑖𝑚𝑖𝑡𝑠 & 𝑚𝑎𝑛𝑦 𝑐𝑜𝑚𝑝𝑎𝑛𝑖𝑒𝑠 𝑠𝑡𝑎𝑟𝑡𝑒𝑑 𝑡𝑜 𝑐𝑜𝑛𝑑𝑢𝑐𝑡 𝑐𝑜𝑛𝑐𝑎𝑙𝑙𝑠 𝑑𝑢𝑟𝑖𝑛𝑔 #𝑅𝑒𝑠𝑢𝑙𝑡𝑠 𝑤𝑖𝑛𝑑𝑜𝑤.
𝑆ℎ𝑎𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 #𝑐𝑜𝑛𝑐𝑎𝑙𝑙 𝑠𝑢𝑚𝑚𝑎𝑟𝑦 𝑜𝑓 𝑓𝑖𝑟𝑠𝑡 #𝑆𝑀𝐸
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#TechTextiles
#Innovation
#FutureReady
Technical Textiles - A Future Emerging Theme?
1/ 🧵 Let’s talk about the FUTURE of the tech textile industry. It’s about to change EVERYTHING. Yes, EVERYTHING.
2/ Companies that embrace these innovations will lead the charge. Others?
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I feel
#Oriana
is the strongest stock currently in
#sme
space. This can easily multifold your money in next 2 years. I won't be amazed if it gives 10x even from CMP.
Target of 1 GW by 2026 which itself shows company's 💪
Truly amazing.
#StockToWatch
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Robotics : A huge untapped market opportunity & my bet on
#kody
(1/n)
@kody_technolab
Based on a recent report, the robotics market is expected to grow , at a compound annual growth rate (CAGR) of 16.1% from 2024 to 2029. 😇
The recent article by Morgan Stanley said amid a
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Potential additions from my end :
1. Effwa
2. Kaycee
3. Kody
4. Amic
5. Oriana
6. Refractory
7. INA
8. Owais
9. Rmc
10. Sahana
Potential additions from my end : Only naming which have not been mentioned below
1. AVP Infra
2. Sathlokhar
3. Meson Valves
4. TBI corn
5. AMIC
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3rd list of
#SME
companies generated tremendous growth for Topline and bottomline on
#YOY
basis.
Filter Criteria :
✅️ Mcap < 500 Cr & > 300 Cr
✅️ Increase in Sales > 30% YOY
✅️ Increase in PAT > 100% YOY
#InvestInYourFuture
#ResultsFY24
#InvestinIndia
P.S. - Apologies
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100
Here are some of the intresting
#Sme
/
#Microcaps
that can be studied based recent news embedded in the post.
1️⃣ Electronics Manufacturing
#Aimtron
#Vinyas
2️⃣ Transmission Linea
#Viviana
#Kceil
3️⃣ Indian Railway and Kavach
#HBLPower
#CosmicCRF
4️⃣ Wind Power
#KPEnergy
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Veefin Solutions - A Fintech Company with growth potential of 100% CAGR for next couple of years
Key Points : Annual Report FY24
🎢World's 1st Onboarding-to-Underwriting-to-Transaction Management-to-Loan Management SCF Platform
🎢World's 1st SCF Product with a Single Code
#veefin
#FintechSupplyChain
#DigitalTransformation
#Blockchain
#Innovation
#Technology
#Efficiency
#Automation
#FinancialServices
New Day | New Research | New ERA
@VeefinSCF
Got the chance to visit
#Veefin
Solutions Ltd. through one of the fintech supply chain leader at
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𝐌𝐨𝐬𝐭 𝐨𝐟 𝐮𝐬 𝐚𝐫𝐞 𝐬𝐦𝐚𝐥𝐥 𝐭𝐨𝐰𝐧 𝐩𝐞𝐨𝐩𝐥𝐞 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐨𝐮𝐫 𝐥𝐢𝐟𝐞 𝐟𝐫𝐨𝐦 𝐚 𝐯𝐞𝐫𝐲 𝐬𝐦𝐚𝐥𝐥 𝐩𝐥𝐚𝐜𝐞.
1️⃣I was always the topper when I was studying in my small hometown😅
2️⃣I was into top 3 when I switched to international intermediate college😃
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#NewListing
#IPO
#SME
#Research
#Vdeal
Systems : A quick look
1️⃣The complete solution provider in the field of Electrical Panels, Industrial Automation, Process Instrumentation & Industrial IoT (I-4).
2️⃣More than 20 yrs of exp. in providing automation solutions to many valued
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List of
#SME
companies generated tremendous growth for Topline and bottomline on
#YOY
basis.
Filter Criteria :
✅️ Mcap > 1000 Cr
✅️ Increase in Sales > 30% YOY
✅️ Increase in PAT > 100% YOY
#InvestInYourFuture
#ResultsFY24
#InvestinIndia
P.S. - Stay tuned for next lists
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#TrustFintech
Amazing
#concall
1) 100% growth guidance for FY25 on the conservative basis with 30% to 35% profit margins
2) Can do PAT of about 21-24 CR
3) Trading at Forward PE of around 20 (Fintech compnies currently trades around 50-70 multiple)
4) Ambitious target of 10x
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4th and final list of
#SME
companies generated tremendous growth for Topline and bottomline on
#YOY
basis in
#FY24
.
Filter Criteria :
✅️ Mcap <300 Cr & > 100 Cr
✅️ Increase in Sales > 30% YOY
✅️ Increase in PAT > 100% YOY
#InvestInYourFuture
#ResultsFY24
#InvestinIndia
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#TBICorn
#SME
#ValueInvesting
An ordinary
#commodity
business or a potential revolution in
#Market
?
P.S. - Will cover the market opportunity & few imp. points on TBI Corn. This is not a detailed report. 🧵
**********************************
Lets understand Corn/Maize current
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#SME
Results
#StocksInFocus
#StockToWatch
#Spectrum
electrical has posted absolutely stunning nos. This company manufactures and design Electrical Components like EV Chargers, Modular Electric Board Panels, Distribution boards etc.)
vs H1🏹
🌟🌟 Rev : 193 Cr vs 135 Cr
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62
#SATech
New GCC business is high margin business
FY24 Revenue - 72cr
FY24 PAT - 3.6cr
Q1FY25 Revenue - 24cr
Q1Fy25 PAT - 2.5cr (huge margin expansion)
Guidance of 90Cr topline in FY25 (60-70% margin)
#undervalued
Find cheap stocks & see magic.
#investing
#SME
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One of the prominent company in
#GreenEnergy
theme signing huge deals on regular basis is
#MatrixGasRenewables
. With govt next focus on gas and green hydrogen, this company can do wonders under visionary leader like
@AnmolJaggi
who proved his execution brilliance in
#gensol
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55
#StocksInFocus
#StocksToWatch
For many who have their conviction & research intact, FY24 has been very fruitful. For thr past few months,
#SME
is the talk of the town. H2 results will be out so I am reading & will share intresting stocks from sectors.
First tranch -
#Infra
(1)
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In recovery and in life, every journey is unique.
The most important thing that I learned from the most humble person is to practice
#Gratitude
"Practice gratitude daily by noting down your personal progress and achievements"
The post is not to showoff rather to inspire
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Why
#InflameIndia
can be 5000Cr MCAP
#SME
#Studymicrocap
1/n
India imports major chimneys from China. Inflame is the major domestic player with direct competition with China. With make in India initiatives & imposing 18% import duty on China, it can increase its client base
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#SME
Results
#StocksInFocus
#StockToWatch
#Owais
metals has posted absolutely stunning nos. This company has its footprint in mining and miniral extraction. The recent run justified with steller growth?
vs H1🏹
🌟🌟 Rev :50 Cr vs 30 Cr (up 70%)
🌟🌟 PAT : 8.6 Cr
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3
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#ShreeMaruti
𝗦𝗛𝗥𝗘𝗘 𝗠𝗮𝗿𝘂𝘁𝗶 𝗡𝗮𝗻𝗱𝗮𝗻 – 𝗝𝘂𝘀𝘁 𝗮 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗰𝗼𝗺𝗽𝗮𝗻𝘆?
(𝒜𝓈 𝒶𝓁𝓌𝒶𝓎𝓈 𝒹🏵 𝓃🍪𝓉 𝓂𝒾𝓈𝓈 𝓉𝒽𝑒 𝓋𝒶𝓁𝓊𝑒 𝓊𝓃𝓁🏵𝒸𝓀 𝓈𝑒𝒸𝓉𝒾❀𝓃)
#SME
#Studymicrocap
#StockToWatch
(1/n)
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#DSSL
Dynamic Services and Security
Few intresting points based on latest rating update by Informatics Agency -
Experienced management
📌The key promoters of Dynamic Services has been in the logistics and manpower industry for twenty-five years.
📌Started with manpower supply
#Dynamic
services and security limited is on thr right path to foray into Solar Segment
Recently two important notifications they have published.
✅️ Fund raising in terms of warrants with 5 Cr amount out if which 2 Cr are being infused by promoter itself.
✅️ Incorporation
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And here is my potential
#SME
bet for this emerging
#Technical
#Textile
sector globally - A thread 🧵
(1/n)
#ShreeKarni
Fabcom Ltd - Where Innovation Meet Excellence🪡🧶 👕🧳☔🥾
Company Overview 🏭
📌
#SKFL
has the legeacy of 50+ years in textiles
📌Incorporated in 2018 as
#TechTextiles
#Innovation
#FutureReady
Technical Textiles - A Future Emerging Theme?
1/ 🧵 Let’s talk about the FUTURE of the tech textile industry. It’s about to change EVERYTHING. Yes, EVERYTHING.
2/ Companies that embrace these innovations will lead the charge. Others?
7
30
124
3
8
42
2nd list of
#SME
companies generated tremendous growth for Topline and bottomline on
#YOY
basis.
Filter Criteria :
✅️ Mcap < 1000 Cr & > 500 Cr
✅️ Increase in Sales > 30% YOY
✅️ Increase in PAT > 100% YOY
#InvestInYourFuture
#ResultsFY24
#InvestinIndia
P.S. - I will
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#Transmission
Recommemded these two
#Gujarat
&
#Rajasthsn
based company.
In just 11 trading days,
#𝐊𝐜𝐞𝐢𝐥 𝐢𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝟔𝟎% 𝐮𝐩
#𝐕𝐢𝐯𝐢𝐚𝐧𝐚 𝐢𝐬 𝟒𝟎% 𝐮𝐩
Mark my words, this is just a beginning.
#Investing
is not a game of
#IPL
. It's serious business.
And suddenly traction was all over transmission sector.
#Kceil
on continous circuit and moving towards filling it's valuation gap.
#Investing
is an art. Choose the script when no one is interested and sit relax when whole world is talking about it.
#Learntoearn
#SmartInvesting
3
3
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39
#StocksToWatch
#mesonvalves
signed a very strategic agreement with a Germany company having expertise of over 80 yrs. This will bring huge traction & the technicality to cater high performing business needs.
Already 4.5x for me with new ATH.
#conviction
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6
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Thaai casting looks promising for long term investing💰. Their full utilization can generate good topline. Recently started wind turbine and EV components business. New business will generate more PAT margins.
#thaaicasting
#StocksToWatch
#thaaicasting
#SMEIPO
#StocksInFocus
@mkulchandani
📌BULK Deal update:-
▪️Big SME Investor SELVAMURTHY
AKILANDESWARI✅ Bought 1,16,800 shares of Thaai casting ltd at avg Rs.180😮🔥
(📍She is better half of
@ManickamRavich1
✅💫)
📌📌 ➡️ ➡️
▪️Incorporated in June 2010, Thaai
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2
6
36
#inflame
#studymore
When guidance start coming as reality. Action is the only true thing.
Read the highlighted part which would tell the hidden story.
Why
#InflameIndia
can be 5000Cr MCAP
#SME
#Studymicrocap
1/n
India imports major chimneys from China. Inflame is the major domestic player with direct competition with China. With make in India initiatives & imposing 18% import duty on China, it can increase its client base
9
17
54
0
8
36
#Dynamic
services and security limited is on thr right path to foray into Solar Segment
Recently two important notifications they have published.
✅️ Fund raising in terms of warrants with 5 Cr amount out if which 2 Cr are being infused by promoter itself.
✅️ Incorporation
2
10
36
#veefin
#FintechSupplyChain
#DigitalTransformation
#Blockchain
#Innovation
#Technology
#Efficiency
#Automation
#FinancialServices
New Day | New Research | New ERA
@VeefinSCF
Got the chance to visit
#Veefin
Solutions Ltd. through one of the fintech supply chain leader at
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9
34
Many have serious doubts on execution capability of
#Dynamic
Do read the two attached screenshot. Reading gives you knowledge 😜
1️⃣ 𝐏𝐨𝐰𝐞𝐫 𝐏𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐀𝐠𝐫𝐞𝐦𝐞𝐧𝐭
2️⃣ 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧
If still in doubt, lets talk about this after one year. 🤝
#DSSL
Dynamic Services and Security
Few intresting points based on latest rating update by Informatics Agency -
Experienced management
📌The key promoters of Dynamic Services has been in the logistics and manpower industry for twenty-five years.
📌Started with manpower supply
4
11
43
4
7
30
𝙄𝙣𝙙𝙞𝙖𝙣 𝙀𝙢𝙪𝙡𝙨𝙞𝙛𝙞𝙚𝙧 – 𝘼 𝙥𝙡𝙖𝙮𝙚𝙧 𝙞𝙣 𝙎𝙥𝙚𝙘𝙞𝙖𝙡𝙩𝙮 𝘾𝙝𝙚𝙢𝙞𝙘𝙖𝙡
(𝘐𝘴 𝘪𝘵 𝘳𝘦𝘢𝘭𝘭𝘺 𝘚𝘱𝘦𝘤𝘪𝘢𝘭 𝘵𝘩𝘰𝘶𝘨𝘩? 𝘓𝘦𝘵’𝘴 𝘥𝘦𝘤𝘰𝘥𝘦)
A thread 🧵
Disc - Long Post
𝘋𝘰 𝘯𝘰𝘵 𝘮𝘪𝘴𝘴 𝘵𝘩𝘦 𝘭𝘢𝘴𝘵 𝘱𝘢𝘨𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘵𝘩𝘳𝘦𝘢𝘥
1
12
29
And suddenly traction was all over transmission sector.
#Kceil
on continous circuit and moving towards filling it's valuation gap.
#Investing
is an art. Choose the script when no one is interested and sit relax when whole world is talking about it.
#Learntoearn
#SmartInvesting
#Transmission
Sector - Need of the hour and our micro bets
#Viviana
Power and
#KCEIL
KayCee Energy & Infra
Energy and power are the two pillars right now which will play a crucial role in the coming decade in
#INDIA
. A very important part of this sector is Transmission which
8
37
194
3
3
30
#tbicorn
Many dm after tbi corn results .
I will be holding this stock as my view to buy any sme company is not for one quarter results rather I want to be the spectator of this cycle for years.
#Ina
which is close to 80x
#Viviana
power close to 5x
#Kody
15x for me
Above sme
#TBICorn
#SME
#ValueInvesting
An ordinary
#commodity
business or a potential revolution in
#Market
?
P.S. - Will cover the market opportunity & few imp. points on TBI Corn. This is not a detailed report. 🧵
**********************************
Lets understand Corn/Maize current
1
7
63
1
4
27
#StockToWatch
#stockmarkets
#Renewable
solutions especially solar is very hot. Sharing the top list of companies which provide
#Solar
solutions in
#SME
segment. Fresh entry can be taken based on FY24 H2 results.
Second tranch -
#Solarsolutions
DYDD
(2)
#StocksInFocus
#StocksToWatch
For many who have their conviction & research intact, FY24 has been very fruitful. For thr past few months,
#SME
is the talk of the town. H2 results will be out so I am reading & will share intresting stocks from sectors.
First tranch -
#Infra
(1)
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0
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#sealmatic
holding since ipo allotment,conviction on promoter many ppl discounted this share as considered it full priced and exited.we shd rather see forward earnings, capex plans,new launch.margins are thin but bet on Mr. Balwa promoter as how he will take ahead family business
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#BluePebble
#Concall
notes happened in June
✅Company Overview:
- Won awards for best design agency for past 4-5 years
- Offers 6 broad services in corporate/office design and branding
- Highly qualified team with 35-40 years experience for senior members
✅Financial
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#5K
community, first milestone🏁
Thanks for all the support ❤️
🔹️Hoping to see the compounding magic here as well, similar to stock pick segment 😉
🔹️Happy that we didn't had to ask for likes or reposts to share our ideas.
#SharingIsCaring
#Gratitude
#III
Invest in India
0
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#Meson
Valves Annual Report FY24: Key points
20+ Years of Experience
25+ Products available
₹ 40+ Crore Current Order Book
01 Operational Unit
34,000 sq. ft. Manufacturing Unit Spread Across
Primary focus is on B2B clients in the marine, offshore, oil and gas, power, and
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Amazing notifications by
#KCEIL
Received multiple orders in past few days aggregating up to approx. 40Cr to be completed in next 6-9 months.
Add these to the FY25 topline and you already have 65% value of FY24 overall sales.
➕➕
There is already a good orderbook pending from
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Every September and March when some profit booking happens in sme , “desi Hindenburg* creatures appear who are against growth of India 🇮🇳
🇮🇳 would be 55 $ trillion economy by 2047. This is fact from official site of IMF
Just because Pms haven’t generated enough alpha to
Exposing Brutal Facts Straight At Your Face. Have the Spine to Take it ?
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#IEML
#stockmarket
अभ्यास
Indian Emulsifier strengthen its footsteps in
#Australian
Market to bring more competitive edge. As mentioned in the detailed thread (see embedded), there primary goal is to cater international demand in Emulsifier market.
This is one of the great move
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#BusyWeekend
#AnnualReport
Annual Reports : Be an informed Investor
Sharing some interesting points from AR reports of
#Bondada
Engineering
#CosmicCRF
#Insolation
Energy &
#Kotyark
Industries
Stay Tuned for more Like, Re-tweet for better reach.
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#RiskFactors
#sme
Up until this point, everything in
#Vmarc
was going well. It was hailed as one of the greatest alpha generators. There were many order updates as well. But stock market is not that easy. Research must be done thoroughly.
#SMEs
carry a lot of risk. Take caution.
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Mark the beginning:)🚀🚀🔥🔥
#Gensol
#Studymicrocap
@AnmolJaggi
A thread on Gensol Engineering - A billion $ company in making
Disc - Long Post (Please be patient to unlock true potential😃)
1/n
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201
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#𝑆𝑀𝐸 #𝙿𝙽𝙶𝚂 #𝙶𝙰𝚁𝙶𝙸 #𝚜𝚝𝚘𝚌𝚔𝚖𝚊𝚛𝚔𝚎𝚝𝚜
𝑆ℎ𝑎𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 #𝑐𝑜𝑛𝑐𝑎𝑙𝑙 𝑠𝑢𝑚𝑚𝑎𝑟𝑦 𝑜𝑓 𝚜𝚎𝚌𝚘𝚗𝚍 #𝑆𝑀𝐸 𝑐𝑜𝑚𝑝𝑎𝑛𝑦 𝑓𝑜𝑟 #𝐹𝑌𝟸𝟺 𝑒𝑎𝑟𝑛𝑖𝑛𝑔𝑠..
-----------------------------------------------------
#PNGSGARGI
#CONCALL
#FY24
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If this does not give you goosebumps then what does. It's the decade of India's growth story. It can change the fate of many investors in next 10 years. The key is to remain focused and avoid noise.
#investing
#weekendsunshine
#stockmarkets
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#SmartInvestment
#LearningJourney
#Conviction
Amazing!! Huge order for
#Kody
My head is totally spinning now 😇😇😇😇
#Kody
has received 70 Cr order.
Do you know how much topline they did in FY24?
The answer is 22 Cr. Do we still talk about valuation here? Because we have just
Robotics : A huge untapped market opportunity & my bet on
#kody
(1/n)
@kody_technolab
Based on a recent report, the robotics market is expected to grow , at a compound annual growth rate (CAGR) of 16.1% from 2024 to 2029. 😇
The recent article by Morgan Stanley said amid a
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#Trending
on twitter is the understanding of company based on employee counts now a days.
Sharing the same information while following the trend based on info received from someone.
1) So the employee counts have almost doubled, ab ye safai karmchari to nahi hoge ki 6 mahine me
Many have serious doubts on execution capability of
#Dynamic
Do read the two attached screenshot. Reading gives you knowledge 😜
1️⃣ 𝐏𝐨𝐰𝐞𝐫 𝐏𝐮𝐫𝐜𝐡𝐚𝐬𝐞 𝐀𝐠𝐫𝐞𝐦𝐞𝐧𝐭
2️⃣ 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧
If still in doubt, lets talk about this after one year. 🤝
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OWAIS METAL AND MINERAL PROCESSING LIMITED
A quick view on FY24 Annual Report 📝 :
👉Owais is a leading manufacturer and processor of various metals and minerals.
👉The manufacturing and processing of metal and minerals, with a strong focus on operational excellence and
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Another high conviction stock for me . People who give importance to only PE not for them. For me : Sme stocks shd be valued with promoters vision ,hardwork and credibility ..
#meson
#sme
#LongTermInvestment
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77
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#𝑆𝑀𝐸
#NPST
#StockMarketindia
#StockToWatch
#𝚜𝚝𝚘𝚌𝚔𝚖𝚊𝚛𝚔𝚎𝚝𝚜 𝑆ℎ𝑎𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 #𝑐𝑜𝑛𝑐𝑎𝑙𝑙 𝑠𝑢𝑚𝑚𝑎𝑟𝑦 𝑜𝑓 third #𝑆𝑀𝐸 𝑐𝑜𝑚𝑝𝑎𝑛𝑦 𝑓𝑜𝑟 #𝐹𝑌𝟸𝟺 𝑒𝑎𝑟𝑛𝑖𝑛𝑔𝑠..
---------------------------------------------
#NPST
#FY24
#Concall
Summary
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#gratitude
#empathy
#Kindness
Spoken to God’s send person on earth on weekend for unlisted company which I was chasing for more than 6 months.
Zapped by his generiousity as he guided me to take at fair price while others were charging baseless premium.
This incident would
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#prudent
#investor
:
1) have ownership of
#business
2)stock market fluctuations treat them as friend than your enemy
3)
#MARGIN
OF SAFETY
4)
#Opportunity
cost is imp
5) Involve both left side of brain - logic , maths and right side- creativity , emotions
6)Be
#HUMBLE
#MySMEList
#Study
#SmartInvestment
Here is the list of my
#SME
Stocks one should study based on some very hot sectorial play.
Study them, we feel many of them has huge potential to grow from here.
P.S. The views are personal & there is no recommendation.
Sharing while
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@SureshKBN
Thanks a lot for appreciation, Sir.
This gives more motivation in sharing my thoughts and knowledge amongst investor community.
#Gratitude
#TogetherWeRise
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#SME
#BasilicFly
#stockmarket
अभ्यास 𝑆ℎ𝑎𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 #𝑐𝑜𝑛𝑐𝑎𝑙𝑙 𝑠𝑢𝑚𝑚𝑎𝑟𝑦 𝑜𝑓 forth #𝑆𝑀𝐸 𝑐𝑜𝑚𝑝𝑎𝑛𝑦 𝑓𝑜𝑟 #𝐹𝑌𝟸𝟺 𝑒𝑎𝑟𝑛𝑖𝑛𝑔𝑠..
--------------------------------
#Basilic
Fly
#CONCALL
#FY24
𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄:
➡𝘉𝘢𝘴𝘪𝘭𝘪𝘤 𝘍𝘭𝘺
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And that's a wrap!!
Like and retweet if you're excited to dive into interesting conversations about investing and emerging trends! 🚀
Stay tunned for my
#SME
idea for this emerging theme
Let's share our knowledge and insights with each other!
#letstalkinvesting
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Nice thread on
#Kceil
Good time to add in thi ls drawdown carnage
KAY CEE ENERGY & INFRA (cmp₹258, MCap₹282 Cr), with deep roots in Rajasthan’s power infrastructure sector, has been making significant strides in the construction and commissioning of electricity transmission and distribution systems. Backed by a robust order book of around
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Thaai cast — whooping big order - ready to fly 🥳🚀🚀
📌 220Cr✅ order for
#Thaai
casting ltd😲😲🔥🔥
➡️FY23 revenue was 49Cr!
(Order is 4.5 times the last year Rev🔥)
📍Big growth expected in future✅
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#Sahana
systems just bagged an order of 70 Cr to be executed in next one year. FY24 Sales was 54 Cr only. Now that what we called "hit it out of the park"
Some interesting points about this order :
This order is recieved under govt digitalization scheme of PACs (Primary
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The problem currently with Indian
#StockMarket
is taking a decision on what not to own.
Everything is looking as an
#emergingtheme
.
The Whole
#country
is going through big transition and so there are many sectors which will do good in next 10 years. You just need to choose ✅️
#MySMEList
#Study
#SmartInvestment
Here is the list of my
#SME
Stocks one should study based on some very hot sectorial play.
Study them, we feel many of them has huge potential to grow from here.
P.S. The views are personal & there is no recommendation.
Sharing while
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India generated 72.4 billion liters of wastewater per day across all states with Maharashtra (9.1 billion), Uttar Pradesh (8.3 billion), Tamil Nadu (6.4 billion) and Gujarat (5.0 billion) being responsible for around 40% of wastewater.
🔸Only 28% is treated and reused, rest 72%
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25
156
0
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Mining - First step in the value chain of
#BESS
space.
(Do not miss the next page covering some companies)
(1/2)
#Vedanta
#OlaElectric
#ShreeCement
#OwaisMetals
India's position in this value framework for extraction of materials like
#Lithium
:
👍 Discovery & Mining
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#Insolation
Energy
#FY24
#Results
#SME
#INA
#StocksInFocus
#StockToWatch
@insolationenrgy
Management walk the talk. Huge turnaround with blockbuster nos. Inline with estimates (see embedded tweet).
#Solar
vs H1🏹
⭐⭐ Rev : 461 Cr Vs 280 Cr
⭐⭐⭐ PAT : 40 Cr
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#Sahana
systems - It's not easy to hold your horses in this market but true conviction always pays off. A very very high growth and blockbuster result with amazing re-rating posted. It's going to be a wealth generator with huge forward potential
#Results
#FY24
#BLOCKBUSTER
Vs
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#BullishIndia
#IndiaFirst
#Growthstory
#capex
The Growth story continues with
#ModiSarkar3
. It's business as usual with more aggressive runway. 𝗚𝗹𝗶𝗺𝗽𝘀𝗲 𝗼𝗳 𝗻𝗼𝗿𝗺𝗮𝗹 𝗻𝗲𝘄𝘀 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮 𝗶𝗻 𝗽𝗮𝘀𝘁 𝗰𝗼𝘂𝗽𝗹𝗲 𝗱𝗮𝘆𝘀
1️⃣ India's electronic manufacturing
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Matrix and GEL have emerged as L1 for EPC contract for developing India’s first Bio H2 EPC project for 25 TPD Bioproduct based H2 output with 2 years O&M. We will develop this project for NTPC Netra for their site location in Noida. We have tied up with Westinghouse, US leading
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#Amic
- small RK forge in making 🔥
#AMICFORGING
𝐀𝐌𝐈𝐂 𝐅𝐨𝐫𝐠𝐢𝐧𝐠 – 𝐒𝐦𝐚𝐥𝐥 𝐑𝐊 𝐅𝐨𝐫𝐠𝐞?
(P.s. - First thread of 2024, 𝘋𝘰 𝘯𝘰𝘵 𝘮𝘪𝘴𝘴 8𝘵𝘩 𝘢𝘯𝘥 9𝘵𝘩 𝘱𝘢𝘨𝘦)
#SME
#Studymicrocap
#StockToWatch
(1/n)
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A thread on Vels Film International
@VelsFilmIntl
@IshariKGanesh
@preethaa_ganesh
#sme
#microcap
1/n
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Got many dm on
#inflame
after this thread when stock price was stagnant …Rally has just begun .My view is only for long term holdings 🎉 Disc: not Sebi registered
Why
#InflameIndia
can be 5000Cr MCAP
#SME
#Studymicrocap
1/n
India imports major chimneys from China. Inflame is the major domestic player with direct competition with China. With make in India initiatives & imposing 18% import duty on China, it can increase its client base
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#mining
- Privatisation bidding - need of the hour in India
The extraction of rare earth minerals is a crucial component of modern technology, driving innovation in
#electronics
,
#RenewableEnergy
, and more.
#RareEarthMinerals
#EconomicImpact
As the importance of
#manganese
,
#graphite
,
#silicon
and
#fluorspar
grows alongside demand for
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Accidents are bound to happen in
#SME
space during results window. Don't play blind and loose your hard earn money.
#FOMO
will only make you misserable. Only invest in stocks with tailwinds + hot sector. Bad results by
#Essen
with 20% circuit filter.
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#Insolation
#SolarEnergy
Bagged order amounting 62 cr
#StockToWatch
#SME
#Insolationenergy
INA mgmt has provided great future insights. This is available at very cheap valuation for FY25 no. The calculation below is very conservative. This looks very attractive given massive expansion plan & backward integration on the way.
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