Discover and read the best of Twitter Threads about #POLYCAB

Most recents (17)

let me post some 100 #fibbonaci number wonders on long term chart.
Post your chart too with #fibbonaci, make sure chart is clean.
this is number 1 in list
in 2021 it was one of the hot stock - Infact I was also excited took entry at top despite I was seeing Golden ratio rejection.
what happened next is history. Image
the very same stock took eyeball again few months back -- people went gaga
even we went long -- but exited sharp at 61.8%

checkout the result
#Fibbonaci Image
Read 18 tweets
#MarketAtClose | #Midcaps continue to outperform, Nifty Midcap Index posts record close
#Sensex, #Nifty & #NiftyBank close with minor gains in a range-bound session
Sensex rises 119 points to 62,547 & Nifty 46 points to 18,534
Midcap Index gains 154 points to 33,967 & Nifty Bank…… Image
#MarketAtClose | #Metal stocks rise on improved global prices, #Hindalco up over 3%
#ApolloHospitals gains another 3% on Friday, up 8% for the week
#HeroMoto continues its positive run, less than 2% away from 52-wk high
#Auto stocks rise after strong sales in May, M&M, #Maruti,……
#MarketAtClose | #Pharma stocks see some buying, Dr Reddy’s, Sun, Laurus up over 1% each
New-age cos like #Zomato & #Nykaa see healthy gains on Friday, up 4-8%
4 #Nifty stocks (#BajajAuto, #Britannia, #TaMo, #ApolloHosp) hit 52-week highs today
M&M Fin gains more than 1% to hit……
Read 4 tweets
Best #intraday setup

If you are struggling to take entry at the right spot, this will be very helpful for you

Read all below messages.

🧵 1/3
Use below mentioned parameters at your charting platform (tradingview).
1. Previous day's close
2.Today's open
3.Previous day, Week & Month High
4.Previous day, Week & Month Low
5.Camerilla pivot level (Only R3,S3)
6.EMA : 9&32
🧵 2/3
In charts, Colours used for:

PINK- R3, S3

🧵 3/3.
Read 18 tweets
What is Stage Analysis ?
How does it help to filter stocks ?
A thread 🧵
#stocks #stageanalysis
There are four main stages in stage analysis: accumulation, Advance, distribution, and Decline. Each stage is characterized by a specific psychology behind the stock's price movements.
2/n visual example with 30 wma
Key Components Of Stage Analysis
--->Weekly Stock Chart
--->30-Week Moving Average
--->Market Indices(#Nifty #smallcap100)

Read 23 tweets
Magic of IPO Listing High/Base Break-Out

Reasons for BO:
1. Entry of Fund House
2. Delivered as mentioned by Mgmt.
3. New favouring Govt Policies.
4. Need of hours of the product.
Types of IPO BO Candidate. Three kinds:
#IPO_Candidate_1 - Premium Listing followed by 15-45% corrections. 2-4x Potential after listing high BO, Time-frame – 1yr. e.g. #INDIAMART #HAPPSTMNDS #MTARTECH #POLYCAB #ANURAS #AFFLE
Read 15 tweets
u know which type of breakouts are extremely strong and moves like rocket?
they both have many similarities and majority of massive breakout have such pattern... what are those?
can u name? Image
Read 4 tweets
@PolycabIndia #Q3marketupdates #Q3investorpresentations

Q3 earnings presentation
Revenue Q3 27988 mn ,up 12% yoy
9m 58891 mn ,up 12% yoy
PAT 2636mn ,up 19% yoy
9m 6027 mn,up 9% yoy
Net cash Q3 - 1335 mn
6% yoy growth
Distribution channel double digit growth
Institutional businesses continues 2 face headwinds
Wires > cables
Housing wires strong momentum
Export 2.9 bn,10.5% overall sales,down 33% yoy due higher Dangote base
Exc Dangote, Aus,Asia,UK 29% yoy growth
Fast moving electrical goods
Strong 41% yoy growth in total Rev back of consumer demand,distribution, product mix
FMEG mix to sales up 215bps, up 10.8% yoy
Fans took leadership in few geographies
Segment Ebit margin 5.9% in Q3 & 4.7% in 9mnths
Read 10 tweets
#PolyCab valuation

Pre-Corona quarterly sales : 2200
Corona dip : 50%
Current quarterly sales : 2200

It has healed from the lockdown slump. NPM has improved from 8.64% to 10.48%
85% revenues come from wires. Leading market share in wires segment.
EPS has virtually doubled in 18 months, from 25rs/share in 2019 to 50rs/share now.

ROCE 29%. This is a high growth company.

2030 projected EPS (DCF discount rate 20.12%) : 326rs/share
2030 CMP= 6520 (Median PE (20) x 326)
Read 6 tweets
Approves for 10 sectors On Nov 11
Pharma,Auto,Auto components Telecom,Advanced chemistry cell battery,textile,food products,solar modules,white goods,speciality steel

Aim - make India mfts globally competitive,enhance scale,increase exports,attract investment
Pli scheme aimed to reduce dependence on China,give incentive on products mftd in India, increase employment by focusing on labor intensive industries like mobile equipment,#pharma,medical devices
In March #goi made 53 drugs eligible for pli worth 6940cr ,benefit 136 mftg units
14000 cr package incentivise #API production & medical devices mfg
3240 cr to promote medical devices mft
Pli for electronics & mobiles,incentives of 4-6% to mft mobiles & other electrical components such as transistors,diodes,resistors etc
#Telecom #mobile #Nifty #sensex
Read 10 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
#techm ImageImageImageImage
Read 55 tweets
Thread highlighting the importance of reading revenue recognition policies (and also other important ones like depreciation and inventory policies) in the annual report (1/6)
#Polycab Ltd which is the market leader in Wires and Cables segment has a different revenue recognition policy vis-a-vis its peers, whereby they book revenues in P&L on dispatch of goods while its peers recognize revenue when the goods are delivered. (2/6) Source - Polycab FY20 Annua...
The below picture highlights the revenue recognition policy of Havells taken from their FY20 Annual Report (3/6) Havells FY20 Annual Report
Read 7 tweets
Another long one #polycab #ARNotes Good one to get to know about industry. Company may not be able to repeat last year performance ImageImageImageImage
Read 14 tweets
👍 Polycab's impressive growth continued into Q3
👍 Revenue rose 24% QOQ
👍 Wires & Cables revenue jumped 21% on the back of one large size export order
👍 Fast Moving Electrical Goods segment sales jumped 34% on the back of strong volume growth

👍 A pick-up in project execution drove the revenue in EPC
👎 Significant jump in advertising & marketing expense hit margins
👍 Lower corp tax rate aided the bottomline
👎 The domestic demand scenario remain sluggish
👍 Eyeing growth thru increased penetration in export markets
👍 Undertaking multiple brand development initiatives to penetrate the domestic market
👍 The ad spends wud remain high, but the economies of scale should aid the margin improvement in coming qtrs
👍 For W&C, the mgt expects the margins to be in the broad range of 11-13 percent.
Read 4 tweets
Polycab CMP 1029
👉 Leader in the Wire & Cable Industry
👉 Domestic Mkt share ~12%
👉 Revenue (W&C 89%, FMEG 7%, EPC & Othr 4%)
👉 In the early stage of transition from a commodity cable manufacturer to a branded consumer durable player

#stockstowatch Image
𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗩𝗮𝗹𝘂𝗲 𝗖𝗿𝗲𝗮𝘁𝗶𝗼𝗻
👉 Consistent track record & has delivered a topline growth of >15% in last 4 yrs
👉 Earning growth has outpaced the topline due to richer product mix & an expansion in operating margins
👉 ROC has improved: 16% (FY16) 28% (FY19)
👉 Enjoys a cash-rich B/S & remains well positioned to navigate the cyclical downturn
👉 Strong distribution network (3300+ authorized dealers, ~30 warehouses) to cater >1lakh retail outlets
👉 High degree of backward integration helps to reduce RM price volatility

#polycab Image
Read 11 tweets

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