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Kaival Shah || CA || Wealth Mentor Profile picture
Kaival Shah || CA || Wealth Mentor
@charteredboy
CA | Equity Research Analyst. Daily insights on markets, earnings & sectors. Helping India build wealth using AI (without being lucky)
Nov 25, 2025 • 10 tweets • 2 min read
🔥 SAMHI Hotels Q2/H1 FY26 – One of the Cleanest Growth Stories in Indian Hospitality Right Now

@pankajtibreImage 1/ Operational Momentum Intact

• Same-store RevPAR up 11.2% YoY → fully aligned with long-term 9–11% CAGR guidance.
• Revenue ₹296 cr (+11% YoY), EBITDA ₹110 cr (+14% YoY), margin 37.3%.
• PAT jumps to ~₹100 cr aided by operational gains + one-offs.
Jun 19, 2021 • 14 tweets • 4 min read
Semiconductor ka Shortage :
HMDS ka pure Monopoly player aka Chemcon

#Chemcon

A thread 🧵👇 Image 1/n
 ⚡ The growing popularity of #bitcoin across the world is spurring demand in UNEXPECTED industry-semiconductors. Image
Jun 3, 2021 • 8 tweets • 4 min read
The new Diamond 💎: RED METAL aka COPPER

#HindCopper

A thread 🧵👇 1/n
💎International Energy Agency report says global copper demand could would #DOUBLE by 2040.

💎 The per capita copper consumption in India is expected to increase from current level of 0.5 Kg to 1 kg by 2025. The avg per capita copper consumption in the world is 3.2 kg.