Recently we made a site visit to SEALMATIC LTD. and as promised, here we are, with the company analysis ⏬

A moated, high margin business with a super
ambitious promoter: 📈

SEALMATIC LTD.
CMP: 750

Let's dive in 🧵🧵🧵
Collaborated with @DarshilJain10
(1/n)
We will analyse:

- COMPANY OVERVIEW
- INDUSTRY OVERVIEW AND GROWTH FORECAST
-CLIENTELE

- CO EXPANSION PLAN
- STRENGTHS/RATIONALE - WHY IS THIS BUSINESS MOATED?
- GUIDANCE GIVEN BY CO

- TECHNICAL CHART
- CONCLUSION
- DISCLAIMER

A smallcap CO with almost double the QoQ profit growth and great YoY growth as well! 📈

With the stock hitting all time high!

[Let's briefly analyze 🧵🧵]
CREATIVE NEWTECH
CMP: 865
.
.
(1/n)
#sharemarket #investing #itsector We are going to cover:

- ABOUT THE CO
- PRODUCT PORTFOLIO AND REVENUE SPLIT
- BUSINESS OPERATIONS:
- MANAGEMENT AIMS
- STRENGTH
- WEAKNESS
- CHARTS
- DISCLAIMER

Let's dive in ⬇

- Ace investor Mr. MADHUSUDAN KELA acquired 5.3% equity in this CO!💰

- Here is a CO run by a 𝗿𝗼𝗯𝘂𝘀𝘁 management - trying to utilize Kirana/Retail stores for rural banking✅

[Let's analyze 🧵🧵]
NIYOGIN FINTECH | CMP:72

Collaborated with @DarshilJain10

1/n
#investing
We are going to cover:

- ABOUT THE CO
- INDIAN FINTCH INDUSTRY
- BUSINESS VERTICALS
- FOCUS AREA OF CO
- ANALOGY
- GUIDANCE
- RISKS
- INVESTORS
- CONCLUSION
- DISCLAIMER

- Prominent theme in US 🇺🇸, soon to rise in India!

- A CO where ace investor Mr. Porinju Veliyath @porinju holds 1.05% stake.

- Microcap: M.Cap < 500 Cr, where opportunity size can be big if plays out!

MAX INDIA LTD. 🇮🇳
[A brief analysis] 🧵🧵

#investing #sharemarket
(1/18) We are going to cover:

- COMPANY OVERVIEW
- BUSINESS SEGMENTS
- KEY BUSINESS METRICS
- SECTOR OUTLOOK
- STRENGTHS
- WEAKNESS
- CONCLUSION
- DISCLAIMER

(2/18)

India's Electronics Manufacturing sector could see unprecedented growth for decades.. ⚡📈

Let's see how Syrma SGS is placed in this ecosystem

𝗦𝗬𝗥𝗠𝗔 𝗦𝗚𝗦
[A brief analysis] 🧵🧵🧵

#sharemarket #investing #StocksToBuy
@nid_rockz @suru27 We will analyze: 👇🏻

- BACKGROUND
- MANUFACTURING CAPACITY
- REVENUE CONTRIBUTION INDUSTRY WISE
- ACQUISTIONS
- COMPANY’S PROSPECT RELATED TO INDUSTRY AND FUTURE GROWTH
- CAPEX PLAN
- STRENGTHS
- WEAKNESSES
- CONCLUSION

- A MicroCap CO which has good scope of growth, with a good financial track record

- Ace investor Ashish Kacholia bought stake in the recent quarter in this CO 💰

MEGASTAR FOODS LTD.
[A brief SWOT analysis] 🧵🧵

#investing #StocksToBuy #finance
(1/19) We will analyze: 👇🏻

- BACKGROUND
- MANAGEMENT
- PRODUCTS & MANUFACTURING CAPACITY
- MARKETS & CUSTOMERS:
- STRENGTHS
- THREATS
- COMPANY’S FINANCIALS

(2/19)

Touched All time high today!
More highs to come in this stock? ⚡

JASCH INDUSTRIES LTD.
[A brief analysis] 🧵🧵

This came to attention after @safiranand sir wrote about it & what a pick it has been!

#investing #jasch #StockMarketindia #pennystocks
(1/24) We will analyze: 👇🏻

- BACKGROUND
- MANAGEMENT
- BUSINESS SEGMENTS & REVENUE SPLIT
- CUSTOMERS
- MANUFACTURING FACILITIES
- STRENGTH & WEAKNESSES
- KEY FINANCIAL METRICS
- CONCLUSION

(2/24)

- A company which has a huge industry and opportunity size!

- Already a #MultiBagger stock! 💰

- Ace investor Ashish Kacholia increased stake in this CO in Q3 FY22! 📈

𝗙𝗔𝗭𝗘 𝗧𝗛𝗥𝗘𝗘
Cmp: 331

[A thread - Let’s analyse!] 🧵🧵🧵
#sharemarket #investing #nifty50 We’ll be covering:

- About the company
- Revenue breakup and clientele
- Ongoing Capex
- Industry Structure
- Brief Financial Figures
- Our Rationale

Interested to read about this multibagger? Let’s go! 👇🏻✅

90% of the times, we have been trading only Breakouts - since the last 2 years.

We have compiled a thread on how to avoid FAKE BREAKOUTS. ❌

[A Thread] 🧵👇🏻
Please Like and Retweet to share our experience with maximum traders ♻

#BREAKOUTSTOCKS #priceaction #nifty50 #Breakout Trading is our favourite form of trading as - We can capture the momentum quickly & we get a defined buying level where we can take an accurate entry. ✅

Only barrier is - Fake Breakouts.

Here is how you can avoid it maximum times 👇🏻

One sector that you could bet on for the future?

DEFENSE SECTOR 🛩📈

WHY?
[A brief thread for readers] 🧵

#sharemarketindia #finance #investing #sector #fundamentalanalysis #indiandefence WHY TO CHOOSE THE DEFENCE SECTOR?

India has been constantly ⬆⬆ it's defence expenditure over the years. Budget for 2022, valued at USD 70.6 billion, represented an increase of 10% compared to the previous year’s allocation. This is expected to drive growth of this sector.

Why the Summer 🌞 seems to be more brighter 🔆 for select Liquor manufacturers such as Som distilleries & Breweries🍻, Assosciated alcohols & Breweries🥃, Radico Khaitan🍸 & Market Leader United Spirits 🥃🍾 ?

The New Excise policy 📄 for Liquor

A Thread 🧵

1/n Madhya Pradesh:

1. The M.P Govt has reduced overall excise duty on all kinds of liquor by 20%.

2. The M.P Govt has decided to allow the sale of liquor at all the Airports in M.P & Select Supermarkets in the top 4 cities of M.P.

2/n

#RussiaUkraineConflict #stockmarketcrash #oilandgas
#Putin

The World 🌎 would be Bleed if the sanctions issued on russia 🇷🇺continue for a longer period of time: Here’s Why?

A Thread 🧵

1. Russia is responsible for 4.2% of the Worlds aluminium 🏗 Supply.

1/n 2. Russia happens to be the 3rd largest producer of Petroleum🛢after Saudi Arabia & the US & is the 2nd largest producer of Natural gas⛽️after the U.S.

The main Consumers of Russian Oil and Gas 🇷🇺🛢are the European Union 🇪🇺💶(48%) & China(31%)🇨🇳.

2/n

#StocksToBuy #StockMarketindia
#RussiaUkraine

As we all Know the World Markets 💵🗺have been Grappled by the Russia 🇷🇺Ukraine🇺🇦 War & have fallen sharply over the last few days 📉

However the War would not have a direct Impact on many of the Indian Co’s 🏭🌾

1/n However we must not that Indian Co’s🇮🇳would not be impacted in any direct manner except for the Fact that Fuel 🛢 & logistics costs would rise ultimately impacting the bottomlines.The prices of Oil & Gas along with a few commodities such as Alum are expected to rise

#CrudeOil