FIIs are buying these stocks plus DIIs and poor retail INVESTORS like me!
#canara bank
#PNB
#BOI
And so on.

I have doubled my portfolio this year, courtesy of PSU banks,Pitti engineering, Goodluck, Bombay dyeing, newgen software, BEML, syngene,fino payment, HDFC (1/n)

https://twitter.com/didya29/status/1724449835871547638

AMC,itdcem,kolte patil, suzlon,muthoot finance,ofss,mukand Ltd,vasconeq.

I made 1-4% loss(these days my SL is 4-5% max like Dan zanger) in ADF FOOD,DYNPRO,fiem industries, Ib real-estate ,jisljaleqs and pennar industries.

My position size in PSU banks was 43% of total(2/n)

OUTLIERS.
A TERM ALIEN TO MOST OF THE INVESTORS AND TRADERS AS I"VE SEEN IN THE PAST 2 DECADES.
IF U GET 1/2 Positive OUTLIERS IN AN YEAR,THAT CREATES HUGE COMPOUNDING OF YOUR PORTFOLIO.

WENT THROUGH MY TRADING JOURNAL FOR LAST 48 MONTHS AND FOUND INTERESTING FACTS.

A THREAD(1

https://twitter.com/DrdhimanBhatta1/status/1717589704986829249

Outliers can be positive and negative.
Suppose your average return in this period is 40%.
If a stock provides you more than twice the return of that,it may be positive or negative , it's called an outlier.
My last 4 years OUTLIERS are some great companies like #IOLCP
Entry was (2

Shubho #DurgaAshtami
friends. 🙏
#DurgaPujo may bring all success and happiness in your life.

Let discuss about #Financialfreedom .
I am from a village where I had to study under hurricane light upto class X.
We were poor.
20 years ago I felt that I have to be financially (1/n) Free.

I calculated on #Google sheets what amount I do need at 2033 December.
I am an illiterate person in the field of Excel,but I tried.
So don't follow me in this field of Excel to realise how much do you need for financial freedom.
Please calculate yourself 🙏 (2/n)

Which can give you the most?
Short term trading,mid term trading, positional trading,long term investing or life long investment?
A thread 🧵.
If you like it, please retweet for more engagements.
Let's start.

The first thing is mindset.
Couldn't realise?
Wait (1/n) You have to ask yourself whether you are Surya Kumar yadav or cheteshwar Pujara.
Confusing?
Let's make it simple.
If you have say 8-10 hours per week, positional trading and long term investing you should do.
If you have 4-5 hours in hand per day,you can be a full time trader (2/

I bought a Stock in January 2023 when it breached stage 1 to enter into stage 2.
Time for a thread 🧵.
Fasten your seatbelts.

Newgen Software Technologies is a global software Company and is engaged in the business of software product development including designing and (1/n) delivering end-to-end software solutions covering the entire spectrum of software services from workflow automation to Document management to imaging.

Newgen software launched the low code Trade Finance Platform which is a comprehensive, configurable, and future-ready (2/n)

This company has been on my radar since 2018 but somehow it was unable to perform according to my expectations despite having a great management and business model.
Let's have a thread 🧵 on #Syngene international.
Fasten your seat belts.
Warning: long thread.
Let's start (1/n) On July 04, 2023, Syngene International Limited (Syngene/ the company) announced that it had entered into a binding term sheet with Stelis Biopharma Limited (Stelis) for the acquisition of Stelis’ Unit 3 biologics manufacturing facility in Bangalore, India. (2/n)

Time for a thread 🧵.
Let's go 👇.
In the last few trading weeks,one of the Top Gainers on BSE, shares of Elecon Engineering Company Ltd surged 18.40 per cent to make a new 52-week high.

The sudden rise in the stock price is due to the company announcing stellar Quarterly (1/n) Results and outstanding order book. Details 👇

Quarterly Results (Standalone): The net sales increased by 26.12 crore to Rs 324.38 crore and the net profit increased by 84.88 per cent to Rs 60.90 crore in Q1FY24 compared to Q1FY23.

Quarterly Results (Consolidated): (2/n)

Bond yield curve and it's implications on Market.

Let's have a thread 🧵.

Everyday investors don’t pay too much attention to the so-called “yield curve,” which financial professionals use to compare the yields on similar bonds across short- and long-term maturities.(1/n) So when the yield curve does make headlines, it’s generally because it’s setting off some alarm bells among market watchers.

It’s been a year since the yield curve for Treasurys “inverted.” In general terms, that means short-term bonds are paying higher interest (2/n)

L&T Technology Services
#LTTS
Let's discuss result in a nutshell👇.

2023 earnings: Revenues and Earnings Per Share are in line with the analyst expectations.

Year 2023 results 👇.

EPS: ₹111 (up from ₹90.91 in FY 2022).

Revenue: ₹82.2b (up 26% from FY 2022).
(1/n) #LTTS
2023

Net income: ₹11.7b (up 22% from FY 2022).

Profit margin: 14% (in line with FY 2022).

Revenue is forecast to grow 13% p.a. on average during the next 3 years, in contrast to the 15% growth forecast for the Professional Services Industry of India.

(2/n)

Getting A lot of DMs regarding international mutual funds. So, Let's discuss some international mutual funds here.

Motilal Oswal NASDAQ 100
ETF

Motilal Oswal Nasdaq 100 FOF - Direct Plan

Motilal Oswal S&P 500 Index Fund - Direct Plan

ICICI Prudential US (1/n) Bluechip Equity Fund - Direct Plan

Kotak Nasdaq 100 FOF - Direct Plan

Edelweiss Greater China Equity Off-shore Fund - Direct Plan

Edelweiss US Technology Equity FoF - Direct Plan

PGIM India Global Equity Opportunities Fund - Direct Plan

Axis Global Innovation (2/n)

I have made many losses and did many blunders in my financial life.

Time for a thread 🧵 how to protect your capital, maximize your gains and how to approach ASSET ALLOCATION.

Fasten your seatbelts.
(1/n) I made mistakes being lazy and procrastinating and sometimes in FOMO, sometimes without realising the class I have allocated my assets.
Now when I save and invest, I try to follow some simple principles to protect my capital.
I am a novice,so take it with a pinch of Salt.
(2/n)

As requested by my good friend @AdityaD_Shah ,here are some ANTITHESIS according to me for #Supriya lifesciences.

1. Ketamine was the major anaesthetic in the 90s, nowadays so many great anaesthetic agents are available with so many side effects of ketamine, I don't find (1/n)

https://twitter.com/AdityaD_Shah/status/1591311893045866497

Any of my anaesthetic friends using ketamine in the operation theatre.
Remember, ketamine API is the major source of revenue for #Supriya lifesciences.

2. Import of raw material from China.
They are completely dependent on China for raw material and the most unpredictable (2/n)

L&T Technology Services achieved a $1 billion revenue run rate on an annualised basis during the Q2 of FY2023.

Despite a slowdown in the western world, LTTS also raised its revenue guidance to 15.5-16.5 per cent for the current financial year.

The L&T Group company (1/n) was also able to manage its operating margin above 18%.

LTTS' MD & CEO, Amit Chadha said LTTS is fairly confident of maintaining the growth momentum in the second half of this year.

He said that despite geopolitical turmoil affecting the world (2/n)

Granules India :

29.54% growth in total revenues for D September 2022 quarter on consolidated basis at Rs 1,150.73crore.

Revenue growth:
12.87% in sequential terms. It saw revenue share of the US increase by nearly 400 bps to 57.8% in this quarter.
(1/n) Revenue mix:

APIs contributed 20%
PFI 20%
Finished dosages 51% of revenues.

This quarter,
Granules filed 2 ANDAs,2 DMFs in D US and 3 CEPs.
It also received approval for 2 ANDAs during the current quarter ended in September 2022.
(2/n)

What is the basic difference between the R&D business of HCl technology than with the companies like Tata elxsi and LTTS?

The answer is for HCl technology it's a part of their total business but for Tata elxsi and LTTS, this is their solo business.(1/n)

https://twitter.com/DrdhimanBhatta1/status/1573168513816330240

Again what is the difference between rajratan global wire Ltd business to than of tata Steel?

Bead wire manufactured by tata Steel is a part of their whole business.

But for rajratan global wire it's their niche business.
(2/n)

Let's have contrarion views on #PEL and #PiramalEnterprises .

Please comment below 👇 with your views guys.
Piramal pharma being demerged from its mother company and special situation has come.
Everyone in my vicinity asking me when to sell #PEL !
Post demerger you can sell it(1

https://twitter.com/DrdhimanBhatta1/status/1564549265263046656

Let's have a small contrarion thread 🧵 on #PEL or #PiramalEnterprises .
Let's discuss the value of the businessess.
My calculated valuations are Iike this. 👇

For Shriram Rs 270.

For loss making finance business I have taken 1.3 as price to book value.
So this business (2/n)

Stock split and bonus are considered important corporate actions though I believe buyback and dividend are better indicators as far as the management is concerned.
"Numbers for the long term show management integrity and honesty " @unseenvalue 2022.
Short thread 🧵 on stock (1/n Split.
Please retweet for maximum reach.
Let's start.

JBM Auto, Schaeffler India, Rajratan Global Wire and Ramkrishna Forgings announced stock split earlier this year.

None of these companies are TCS, HDFC Bank or reliance industries but let's discuss the split (2/n).

A latest research report on rajratan global wire Ltd and it's worldwide competitors.
A short thread 🧵 on rajratan global wire Ltd .
Retweet for maximum reach.

Year 2030 and rajratan global wire Ltd.
forecast 2030 provides growing technological advancement, profit margin(1/n) production volume and various other substantial factors are closely responsible for accelerating the growth of the global Tyre Bead Wire market and meanwhile, offering a special positive push to grab extravagant success in the international industry. The recent finding(2/n)

Today our topic of discussion is #SAREGAMA industries Ltd.

Let's start.

Saregama India Ltd. is an Indian music label and content producer for Indian television.
Introduction:

Its music catalogue consists of more than 117,000 songs in 14 languages built over a period (1/n) of more than 100 years. It has daily and weekly TV shows currently on air with television networks in India.

#Saregama ’s head office is located in Mumbai, with other offices in Kolkata, Delhi and Chennai.

It is listed on the NSE and BSE.

Pic: original #Kolkata
Studio.(2/n)