Saroj Nahar🇮🇳 @PrimaASLae
Tracking India’s next industrial manufacturing Power | Data Center | Aero & Defence | Semiconductors Finding bottlenecks before markets price them 🇮🇳 Joined June 2010-
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🚨 Missed CUPID? You might want to watch what its promoter does next. In just 3 years, CUPID turned into a phenomenal wealth-creation story, multiplying its promoter’s wealth dramatically. Now, promoter Aditya Kumar Halwasiya is making moves beyond CUPID 👀 📌 PC Jeweller 📌 Baazar Style Retail 📌 More strategic investments The big question: Is he building his next multibagger portfolio? Could CUPID’s next chapter be even bigger — or are investors chasing yesterday’s returns? Smart money moves. But always do your own research. #CUPID #IndianStockMarket #Multibagger #SmallCap #Investing
📉 DMart: Buying opportunity or growth trap? DMart’s share price hitting multi-year lows highlights a key concern: revenue is growing, but profits aren’t keeping pace. 🔹 Rising quick-commerce competition 🔹 Margin pressure 🔹 High expansion costs 🔹 Valuation reset The key question: Can earnings growth justify a recovery? A falling stock isn’t automatically cheap. Watch margins, same-store sales & cash flow before calling a bottom. #DMART #DMART #StockMarket #Investing #NSE
I’ve observed that stocks trading above 80× PE are already pricing in years of strong growth That leaves very little room for execution misses Even a small earnings miss can trigger a brutal fall and de rating At 80× PE, you’re not just buying growth You’re buying
🚨 RBI Policy OUTCOME Repo rate hiked 25 bps to 5.50% First rate hike in nearly 4 years Inflation is back in focus 👀 Markets will now watch for more rate hikes
A 10% loss feels painful A 50% loss feels different Risk management is mostly about preventing small mistakes from becoming big ones
You buy a stock It stays flat for 6 months You lose patience Sell it Two months later It finally moves 👀 Patience is harder than picking
Stock falls 5% You check the reason Falls 10% You check the results Falls 20% You check X Falls 30% You tell yourself I’ll hold until it comes back 👀
India’s manufacturing engine is picking up again Manufacturing PMI jumped to 55.7 in September from 52.8 in August A good sign for the industrial cycle India’s capex story is still alive
If you had to pick ONE precision engineering company for next 3-5 yr: Which one? 👇 MTAR PTC Azad Unimech Aequs Sansera Dynamatic Rossell Techsys Taneja Aerospace Gala Precision Indo-MIM Ratnaveer Precision
Emotions during a correction: Up 2% - I’m a genius Down 2% - Long term investor Down 5% - Great buying opportunity Down 10% - I should’ve stayed in mutual funds
AI infra stocks are showing up today Study the pattern 👀 Aeroflex Sterlite Tech HFCL Indo Tech Netweb E2E APAR TD Power Black Box KSH Different businesses Same theme AI needs more than chips It needs power, networks, servers and infrastructure That’s the real buildout
GDP: 7.8% 🚀 NIFTY: -13% 📉 Government says India is growing Portfolio says: Which India? 😂
When the tide rises, almost everything looks like a winner When it turns, fundamentals, execution and valuation reveal who was actually building value 😎
I know people who are still stuck in railway and solar stocks Not because companies are bad They simply missed the cycle Markets run in cycles No theme runs forever No stock runs forever The story can remain good while stock stops being a good buy That’s why timely profit
PC Jeweller is finally debt free All 14 consortium banks cleared Repayments even finished ahead of schedule On the surface, great news But I keep coming back to one question How did they get here? From debt stress to settlement to zero bank debt
The first ₹10 lakh can feel like nothing That’s the trap ₹1 lakh at 25% makes ₹25,000 ₹40 lakh at the same 25% makes ₹10 lakh Same return Different life impact This is why wealth feels painfully slow at first You’re not waiting for better returns
You can’t control the stock price You can control how much damage it does to your portfolio That’s risk management
GIFT Nifty: 23,091 (-0.03%) flat Dow futures: +0.01% Nikkei: +0.68% KOSPI: +1.42% CSI 300: -1.71% Gold: +0.33% Brent: $98.80 (-1.42%) Mixed signals overnight Asia is mostly positive, China is weak, crude has cooled off
Everyone is looking for the next multibagger I study the industries that create them India’s next wealth won’t come from one company It will come from industries driving the country’s next phase of growth • Power & Grid Expansion • Manufacturing & Capex • AI Infrastructure
Mаղʝմռa𝗍𝗁 ... @MybibiAraujo
74 Followers 482 Following I study Multibagger Breakouts before they become obvious. Built Multibagger Finder + AlphaGate Screener. Research. Systems. Risk ⚠️ SEBI Unregistered
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