Discover and read the best of Twitter Threads about #VGuard

Most recents (5)

Concall snippets with Janak ! #VGuard

Consumption demand is bit muted with slowness in market.

Cont..
๐Ÿงต
High Interest and Inflation sucks liquidity out of the market.

Larger takeaway for us as investors. Muted in current scenario. What about 2-3 Quarters away ?
t
Consumer confidence is definitely inching back up. More a thing of metros, but seems past the bottom.
Read 5 tweets
A MEGA THREAD ON ๐Ÿ“•
RETEST TRADING !

DO EVERY STOCK RETEST AFTER BREAKOUT ?WHEN TO TAKE AN ENTRY ?
WHICH IS BETTER ?
RETWEET AND LIKE โค
@kuttrapali26
@rohanshah619
@Mr_Chartist @AmitabhJha3
2/
What is RETEST ?
When a stock Breaks out of a range that is called a breakout point .

The resistance that it was facing should now act as support .

Retest means after the Resistance is broken the stock comes back to take support in that region
3/
MAJORITY of time stock comes back to test the previous breakout region .
I have seen that 90% of The breakouts gets tested again !
And most REWARDING EXPERIENCE for me is during Retests only
Read 9 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily ๐Ÿ™๐Ÿ’ช

Here's the first one ๐Ÿ‘‡

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
Other Electric (low ticket retail electrical appliances), bird's eye view : ๐Ÿงต
Market cap leaders :

1) #Havells
2) #HoneywellAutomation
3) #VGuard ImageImage
Top 3 by sales :

1) Havells
2) Apar Industries
3) KEI Image
Top 3 by profits : ImageImage
Read 5 tweets
#VGuard valuation.

Pre-Covid quarter sales : 620
Corona quarter sales : 405
Current quarter sales : 620

NPM improved from 7.5% to 8.11%

Sales are back to previous glory, NPM has improved. Potential turnaround story.
DCF valuation :

2030 EPS projection (discounting rate of 17.2%) = 24.3rs/share

2030 CMP = Median PE (30) x 2030's EPS
2030 CMP = 729

4X growth (~14% CAGR) expected in a decade if bought at current price.
51% monopoly in electric stabilizers and UPS backups.
Read 6 tweets

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