Big news for Gujarat Fluorochemicals
Gujarat Fluorochemicals ā Beneficiary of likely ADD on PTFEā¦
āŖļøThe DGTR has recommended an anti-dumping duty in the range of USD 2,884/ton to USD 5,933/ton on imports of PTFE from China and Russia. Gujarat Fluorochemicals, Indiaās largestā¦
DHANDHA Episode OUT! Northern Arc Capital: The Sutradhaar of Indiaās NBFC
Full video: youtube.com/watch?v=9wpPzlā¦
Invest 1 hour to learn and cut through the noise.
Hamesha Padh Likh Kar Invest Karein.
D: Biased, Owned, Advised
@omkaracap@_NorthernArc@AshishMehrotra_ā¦
India - New growth areas -10Ć potential by 2035
Opportunities area
- next gen E-commerce
-AI& Cloud service
-Auto ancillary
- semiconductor & many more
Top 4 Mega Multibagger Themes š„š„š„
1) Semiconductor
2) BESS
3) Transmission
4) Data Centre
A Mega [ Thread ] š§µ
Decoding Industry + High Potential Smallcaps šš»
8 Stocks On My Watch ( High Growth + Undervalued ?) š„
In This Video We Deep Dive Into 8 Stocks Where We Can See (Recovery Mode:On)
We Discuss - Business Models , Growth Triggers , Valuations and My Outlook with P2P ( Q1 FY 26 )
> Vimta Labs
> PG Electroplast
> Epackā¦
Specialty Chemicals | CDMOs | Manufacturing
Battery Chemicals - Business vertical currently serves & has been approved by multiple customers & maintains a healthy innovation pipeline with ~10 products under development
Semiconductor Chemicals - These chemicals demand ultra-highā¦
Acutaas chemical š
1.Semiconductor chemical;-chemical deemand ultra high purity-down to parts per billion level to meet the strength specification of SI industry.
2.Battery:-business vertical serves & has been approved by multiple customer .
~10 products in Pipe line
Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to theirā¦
Plainly India's winning this one. Trump tried to get them to move by strongarming, India said no, and meant it. Having made that plain, there's really not much else Trump can do. India's too important to freeze out of US relations, when everyone else is beating a path to theirā¦
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š BONUS : Best Stocks with huge future potential š„
Govt. Vision : India to be top 5 emerging semiconductor hubs globally š„š„š„
A Mega ( Thread ) š§µ
Below š
How to build a ā¹1 crore portfolio in 10 yearsāstarting from ā¹0
In 2024, over 15 lakh people searched āhow to become a crorepatiā every month.
However, most of them were seeking trading tips or cryptocurrency bets.
Truth: You need 3 things:
Discipline, a plan, andā¦
Potentially Multibaggers~ Part 2 !!
Top 15 Companies Looking Fundamentally Strong :)
ā Revenue Guidance >30%
ā Blockbuster Results (Q1FY26)
ā Can Be A Good Bet
Bookmark & Repost It š
A Detailed Thread š§µā¤µļø
Amaravathi is a liability to Andhra Pradesh : Revanth Reddy
Climate is a liability to Andhra Pradesh : Revanth Reddy
CBNās age is biggest liability of Andhra Pradesh
Nara Lokesh is too young to be a leader
Lumax Autoās Business Model Upgrade: 3 Shifts & 10 Triggers
- Lumax Auto isnāt just another cyclical ancillary anymore.
- Hereās how 3 perspective shifts + 10 structural triggers set it up for a premium rerating ā¬ļø
Shift 1: Cyclical ā Structural
āŖļøEarlier: revenues tied toā¦
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