Dakshesh Gupta 🇮🇳 @daksheshg21
ARSD COLLEGE, UNIVERSITY OF DELHI STOCKS||CHARTS| INVESTING ARSD COLLEGE ,DU Joined August 2023-
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Both nearing high Once indo farm breaks its ipo base It is gonna be more interesting
Both nearing high Once indo farm breaks its ipo base It is gonna be more interesting
Sold oriana at 2630. Not a market to hold Book gains enter again
Sold oriana at 2630. Not a market to hold Book gains enter again
60%+ growth possible for ceinsys tech with margin improvement possible. 800-900 cr new orders expected this year. Focus to shift from government to private companies. Started well with Adani. youtu.be/7rc7FUrn4T0?si…
Aurionpro solutions I know it hasn't been performing but they have got good management and they are on their guidance. With several projects lined up i am very bullish on its growth.
With revenue growth you have to keep focus on margin EXPANSION. For ex- Skipper has guided for 25%+ growth but on ebitda levels they can grow at 36%+ with 10.5% margins at least what they guided for. KPIL - 25% revenue growth with 5.5% PBT margin gives 86% ⏫ PBT GROWTH.
I think epc companies aren't doing something extraordinary yes they are building projects but even smaller companies are i am not saying they are bad they just haven't got any MOAT. I am trying to shift from epc companies to someone who is manufacturing something.
Jyoti cnc can be a good bet at current levels
Acc. To me one of the best theme to play right now Market is not rewarding them but I think soon they will get rerated.
Acc. To me one of the best theme to play right now Market is not rewarding them but I think soon they will get rerated.
From the past 2 months I have been the most bullish on 2 auto ancillary Lumax industries Fiem industries
I took axiscade's fall as an opportunity at added at the right time. I mentioned it in this post
I took axiscade's fall as an opportunity at added at the right time. I mentioned it in this post
Top 10 stocks for me TARIL SKIPPER DEEP INDUSTRIES AURIONPRO SOLUTIONS TECHNO ELECTRIC V2 RETAIL KALPATARU ORIANA POWER Ceinsys tech INTERARCH/PENNAR/M&B
Indian markets -The ultimate squatting machine
If all these reforms cant improve the breath of market , I don't know what will going ahead. This is scary
I have given a proper explanation of how could be fy 26 and fy 27 for indo farm here
I have given a proper explanation of how could be fy 26 and fy 27 for indo farm here
I mentioned both indo farm and stallion india that I have added them in my portfolio See where they are now I have been holding them from 1.5 month And this time has been total blockbuster
I mentioned both indo farm and stallion india that I have added them in my portfolio See where they are now I have been holding them from 1.5 month And this time has been total blockbuster
From the past 4-5 months i have stopped touching solar module. companies . Solar epc that too bigger players 4-5k cr market cap or bigger are better than buying solar module companies as wherever you see companies are either planning or commissioning it serious overcapacity risk
M&B engineering What about all brokerages predicting 30% growth this year
M&B engineering What about all brokerages predicting 30% growth this year
Already hind rectifiers at 1600. And still room left for fall. Keep booking profits .
Already hind rectifiers at 1600. And still room left for fall. Keep booking profits .
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