Most recents (13)

Believer In Equity (AAshish Agarwal)🔆⚡️

@Confident_AA

Thread 🧵 on #Gujalkali

Giant in Making ⚡️

CMP 799 💎

2018 highs around similar levels ⚡️ when the company was doing 2500 crs sales and had ~2000 crs FA

Note the 2018 numbers while you go through the transformation journey the company is into in last 2-3 yrs⚡️

#stockmarket

#Productmix

Over the years, the product mix has changed from being heavy only on caustic soda to diversifying on caustic soda derivatives and other products like phosphoric acid, hydrogen hydrate, and many others

#Productionmix

Against popular belief that company earns and is dependent mostly on caustic soda, its has diversified itself into derivatives and other product groups, a mix from FY21

Even the new capacities are taking care of the mix ⚡️

Read 12 tweets

Beat The Street

@BeatTheStreet10

CGD companies are facing huge problems which are affecting their profitability

~ Higher domestic gas prices from producers ( $2.9 to $6.1)

~ Not getting fully from domestic supplier, have to import which are 6X costly

#GAIL #ONGC #GUJRATAGAS #ADANITOTAL #ADANIGAS #ATGL #RIL

~ Govt has not allocated supplies from domestic supplier to CGD since April-21

Companies which will affect Adani Total Gas, Mahanagar Gas, Indraprasth Gas, Gujarat Gas

google.com/amp/s/energy.e…

While producer like RIL & ONGC will benefit from recent gas price increase

Natural Gas price increased from $2.9 mBtu to $6.10 mBtu

This will increase earings of ONGC by ₹23000cr & of RIL by ₹15000cr

m.economictimes.com/industry/energ…

Read 20 tweets

Vishant Pai 🔺

@vishantpai

A Thread on Ratio analysis and respective charts
No need to grab a coffee,Chai will do😄

The idea is to identify relatively stronger sectors & stocks when breadth is weak

Breadth=DT 1% (No of stocks in Double top buy on 1% PnF chart)

Breadth started falling from 14th Jan 2022

So we need to identify sectors which remained resilient when market breadth was falling.

We will look back 8 trading sessions and any score above or equal to 5 is bullish (63% of times Sector outperformed benchmark)

Mean reversals are best suited for current market breadth scenario. Once we have identified the sector the next step is to identify stocks in same fashion.

However the idea is to pick only stocks which are taking support near 50 or 200 EMA

Let us begin with first sector 👇

Read 16 tweets

🇮🇳🇮🇳RM (Risk Management)

@ca_mehtaravi

Nifty 50(w) structure

At RSI front Index given continue some weakness but still we respected 17700 and Monday if some panic same can move towards 17570-17600..

Next weekly closing below 17570 will put more pressure of consolidation.

If we try to observe Nifty 50 stock wise charts most of counters give comfort that we should hold & respect the 17600-17700 zone once as solid support.

Further looking on same chart clear visible that same consolidation may take more time till we not break 18300 towards high.

Bank Nifty Structure...

Index almost correct 4000 point one way,hence same is also near 38K psycological as well as technical support zone,hence same also indicative that a bounce back is clearly due in BN as well,hence don't panic if some pressure as Hap down etc in monday.

Read 26 tweets

Trinkerr

@Trinkerr_IN