Discover and read the best of Twitter Threads about #Hfcl

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HFCL Ltd Analysis!!
#HFCL

A detailed thread 🪡🧵
#StockMarket #Investing
About -

Over the last three decades, HFCL has
transformed into a leading innovation-led
technology enterprise from a telecom
equipment manufacturer, offers wide
range of next-gen communication
products & integrated solutions to
diverse sectors.
The Company produces Optical Fibre,
Optical Fibre Cables, passive components & other cutting-edge transmission & access equipment.
HFCL also has an established track record of providing end-to-end communication
network solutions to it's customer across the globe.
Read 28 tweets
15 Stock Catch up with Janak - 31 Oct'22. 🧵 Covered:
1. #HeroMotocrop
2. #DRL
3. #Olectra Greentech
4. #HFCL
5. #Centrum
6. #CDSL
7. #Satia
8. #Tatapower
9. #Sonablw
10. #SolarInd
11. #JSWEnergy
12. #Laurus
13. #Datamatics
14. #Maruti
15. #Intellect

Disc: Not a reco
1. #HeroMotoCorp: Company saw growth of 20% over the corresponding festive period of FY22 (Positive)

2. #DrReddy Q2: PAT at Rs 1,112.8 cr: poll saw cons PAT at Rs 819 cr. Sales at Rs 6,305.7 cr: poll saw cons sales at Rs 5,780 cr (Positive)
3. #Olectra Greentech: Net profit at Rs 7.4 cr Vs Rs 3.6 cr (YoY) Revenue at Rs 177.3 cr Vs Rs 71.4 cr (YoY) (Positive)

4. #HFCL: Received order worth Rs 115 cr from Reliance Projects & Property Management for supply of Optical Fiber Cables. (Positive)
Read 9 tweets
Q&A Insights: Sanjay Shah of KSA Securities asked about opportunities for HFCL in FY23, FY24. Mahendra MD replied that FY23 comes up with multiple opportunities in India. With 5G coming probably in June, there will be large demand for fiberoptic cable and wideband backhaul radios
Q&A Insights: Sanjay Shah of KSA Securities asked about the progress on defense equipment side. Mahendra MD said that whatever design HFCL has finished, it’s undergoing trial. Also govt.’s plan to indigenously procure defense equipment would help HFCL a great deal in its business
Read 8 tweets
#HFCL
Thread on a Co which commands a strong hold in optical fiber & Optical fiber cables domestic as well as globally. & Co is moving towards product side of the biz around 5G.
Let's see what's all lined up for the co in future.
(1/n)
Co to deploy 425 crore for expansion of Fiber manufacturing capacities for both Optical Fiber & Optical Fiber cable.
Same to commission by June 2023.
Co has been approved as “Trusted Source” from National security council secretariat (NSCS)
(2/n)
Revenue mix of the co has moved from 26 pct product in 2020 to presently 42 pct from product side. Co aims to further increase the contribution from Product side, as it impacts the margins in a positive way & helping lowering the receivables
(3/n)
Read 11 tweets
HFCL - Bubble or 5G Opportunity - Thread⚡️

Leading manufacturer of optical fiber cables, optical transport, power electronics, and broadband equipment for the telecommunication industry

@Atulsingh_asan @caniravkaria @AvadhMaheshwar2  @saketreddy @Jitendra_stock  @AnishA_Moonka
#HFCL (2/n)

Wide Industries Served: Telecom, Defence, Railways, Security and Surveillance

8 Year Revenue CAGR: 25%

8 Year PAT CAGR: 20%

FY21 ROCE: 19.80%

D/E: 0.48x

R&D facilities at Bengaluru and Gurugram

Key Customers: Jio, BSNL, Tata, Airtel

Exporting to 30+ countries
#HFCL (3/n)
Telecom Segment:

Co looking to tap the ₹1-lakh crore 5G market opportunity in India, and exports to West Asia, South-East Asia and Europe

One of the largest telecom project service provider for Reliance Jio and is currently engaged in rolling out of 4G OFC Network
Read 21 tweets
Sustainable Turnaround #HFCL Ltd (CMP 32.25(M cap 4142 cr.)

After a prolonged downtrend or hibernation of a stock, if we see reversal on monthly chart with volume and Promoters buying shares from Open market, then it signifies a change in company fundamental and can give (cont)
disproportionate returns.

Case study of HFCL:

✅Reversal on Monthly chart
✅Promoters buying from open market (look at screen shot attached)-

Note – There are many other transactions of promoter buying, please go to BSE site and see SAST/Disclosure.
June , 2020 : Promoters holding - 38.64%
Sep, 2020 : Promoter holding-39.73%

Dec,2020 :Promoter holding -Note- Q3 SHP is not out yet, but based promoter entity buying, the new promoter holding at end of Q3 should be increased by 2.3% ( 22.55 – 20.2)- Total Promoter holding(cont)
Read 34 tweets
Well, doing Video is a lot time consuming, and I wish to add two shares in the #MultiBaggers 👇🏿 as I believe 3-5x over next couple of years in these, if not before ...

1. Yes Bank Ltd.
2. J&K Bank Ltd.

Disclaimer: I am or have been invested in all the shares recommended ⬇️⬆️ Image
Going further than above, ☝️ Bought #VishalFabrics today at the LC @ ₹101.70. Company is back into profit in Q-II 2020 ... 52W High is ₹372 and 3Y High is ₹703 .... And Coy announced 1:2 Bonus on 4/12/2020 with record date of 16/12/2020 😇 #HopeIAmRight 😊 Image
Bought #JumpNetwork today on #LC #LowerCircuit @ ₹16.80 ... Coy showed profits for last two quarters after significant losses last year. Can hope a #Turnaround here ... #HopeIAmRight 😇 (Disclaimer: #InvestAsMuchYouCanAffordToLose in any stock) 😊 Image
Read 33 tweets
Respected all sir
I have observe that many times after high volume candle formed stocks price drop and that high volume candle's high is protected and break that high by another high volume candle only.

Here are some examples.
I have cover all large, mid and small cap stocks ImageImageImageImage
Some more examples
#adanigas
#eveready
#icicibank
#techm ImageImageImageImage
Read 55 tweets

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