🏦Where Is the Smart Money Going?

🏦Parag Parikh Flexi Cap has picked up:
🔹 Cipla
🔹 Zydus
🔹 HDFC Bank
🔹 Narayana Hrudayalaya

8 more mutual funds and their Top Buys recently in the thread below🧵👇 ✍️Parag Parikh Flexi Cap
🔹Dr Reddys Laboratories Ltd
🔹Cipla Ltd
🔹Zydus Lifesciences Ltd
🔹Narayana Hrudayalaya Ltd
🔹HDFC Bank Ltd

💰Promoters Buying

💰24 companies in which promoters have bought shares from the open market in the last 15 days

[A thread...]🧵👇 ✍️Mangalam Cement Ltd:
🔹The Company sells regular OPC, PPC cements, and clinker under the brand Birla Uttam.

🔸P/E: 46.6
🔸ROCE: 11.9 %
🔸EV/EBITDA: 12.1
🔸Total Transaction Value of Promoter Buying: 26,01,89,969

💰FIIs Favourites

💰19 companies that witnessed consistent FII buying over the years

[A thread....]🧵👇 ✍️Computer Age Management Services Ltd:

🔹FII Holding: 57.63%
🔹P/E: 42.3
🔹Change in FII Holding⬆️1.10%
🔹Change in FII Holding 3 Years⬆️27.20%

🚨Bulk Deals

🚨Mutual Funds Activity Alert: 17 Bulk Deals You Shouldn’t Miss

[A thread..]🧵👇 ⚡️Ami Organics Ltd:

🚨BULK DEAL:
🔹Vanguard Total International Stock Index Fund bought 2,43,115 shares @ ₹2425.43

🌟Andhra Pradesh is quietly becoming India’s next big EMS hub — attracting ₹9,700 Cr from top brands like Carrier Global, LG Electronics & more.

Which Listed Companies are Setting Up in Andhra Pradesh and Why?🧵👇 ✅1. Strategic Expansions:
🔹In December 2024, EPACK Durable initiated the construction of a new manufacturing plant in Sri City, Andhra Pradesh, with an investment of ₹191 crore.

💰Promoters Buying

💰22 Companies in which Promoters have bought shares from the Open Market in the last month.

[A thread...]🧵👇 ✍️W S Industries (India) Ltd:
🔹WSIL is a global EPC company specializing in infrastructure, commercial projects, electrical substations, and transmission projects for the government and private sectors.

🔸P/E: 194
🔸ROCE: 25.2 %
🔸EV/EBITDA: 20.6
🔸Total Transaction Value of Promoter Buying: 1,52,40,907

✨ Decoding Motilal Oswal’s Report on the Air Conditioner Industry

✨AC Industry Poised for 19% CAGR Growth over the Next 3 Years Amid Compressor Shortage

A Detailed Thread....🧵👇 👉This Motilal Oswal report from March 7, 2025, analyzes the EMS and consumer durable sector in India, focusing on the impact of a compressor shortage and copper tube supply issues on the RAC (Room Air Conditioner) industry.
🔸It provides financial forecasts and investment ratings (Buy, Neutral) for key players like Amber Enterprises, Voltas, and Havells, considering factors like demand, supply chain management, and market positioning.

💎Quarterly Growers

💎19 Small Cap Companies showing Consistent Quarterly growth in Net Profit

🔼Q3FY25 PAT > Q2FY25 PAT
🔼Q2FY25 PAT > Q1FY25 PAT
🔼Q1FY25 PAT > Q4FY24 PAT

[A Thread....]🧵👇 ✍️Aeroflex Industries Ltd

🔹Q3FY25 Net Profit: ₹15 Cr
🔹Q2FY25 Net Profit: ₹14 Cr
🔹Q1FY25 Net Profit: ₹12 Cr
🔹Q4FY24 Net Profit: ₹10 Cr

💰Insider Buying

💰15 Companies that have recently recorded significant Insider Buying Activity

[A thread...]🧵👇 ✍️Jindal Drilling & Industries Ltd:
🔹Company is a leading Indian company in offshore drilling and allied services, including directional drilling and mud logging.

🔸P/E: 19.0
🔸ROCE: 6.52 %
🔸EV/EBITDA: 9.93
🔸Total Transaction Value of Promoter Buying: 10.27 Cr.

🤖How to Use Grok 3 for Sector & Stock Analysis?

🤖Here are 17 prompts to analyze sectors, companies, annual reports, and concall transcripts efficiently.

#Grok3 #GROK3AI

[A Thread....]🧵👇 ✍️General Business & Competitive Analysis:
🔸Provide an overview, including the business model, key revenue segments, and major clients.

🏭21 Indian-Listed Companies driving significant exports to the USA across various sectors

A Thread.....🧵👇 👉Sector: Pharmaceuticals

✍️Marksans Pharma Ltd:
🔹Company is engaged in the Business of Formulation of pharmaceutical products.

🔸P/E Ratio: 24.7
🔸ROCE: 20.6 %
🔸EV/EBITDA: 14.8
🔸Export revenue from USA: 51.8%

💰Consistent Cash Compounders

💰19 companies that are generating significant cash flows consistently

[A thread......]🧵👇 ✍️Shilchar Technologies Ltd

🔹CF Operations: ₹76 Cr
🔹CFO Growth (YoY): 95%
🔹3 Years Sales Growth: 50%

👉High Dividend Yield Stocks

💰22 Small-Cap Companies with the Highest Dividend Yield

[A Thread] 🧵👇 👉🏻Accelya Solutions India Ltd:
🔸Company is a Software solutions provider to the global Airline and Travel Industry.

🔹P/E: 16.6
🔹ROCE: 57.0 %
🔹EV/EBITDA: 9.19
🔹Sales growth 3Years: 20.7 %
🔹Dividend Yield: 4.98%

💰Companies with High Promoter Holdings & Consistent Sales Growth

🔸Promoter Holding > 70%
🔸10-Year Sales CAGR > 15%

[A thread...]🧵👇 ✍️Tuticorin Alkali Chemicals & Fertilizers Ltd:

🔹P/E Ratio: 22.28
🔹ROCE:146.32%
🔹Promoter Holding: 75.00%
🔹Sales Growth 10Years: 28.52%

🚗Tesla's India Entry

🚗20 Companies shaping the EV Ecosystem, with advancements in technology and sustainability efforts driving the change.

[ A thread....]🧵👇 ✍️Wardwizard Innovations & Mobility Ltd:
🔸Co manufactures and sells high-speed and low-speed electric two-wheelers and electric rickshaws three-wheelers.

🔹P/E: 165
🔹ROCE: 17.8 %
🔹Sales growth 3Years: 101 %

✨Blockbuster Earnings: Ceinsys Tech Ltd

✨Company reports 79% revenue growth, 72% PAT growth, and 51.48% EPS growth YoY.

[Latest Concall Highlights...]🧵👇 ✍️About the Company:

🔹Co. provides Enterprise Geospatial & Engineering Services and the sale of software and electricity.

✨Blockbuster Earnings: Aeroflex Industries Ltd

✨Company reports 32.51% revenue growth, 67% PAT growth, and 64.28% EPS growth YoY.

[Latest Concall Highlights...]🧵👇 ✍️About the Company:

🔸Aeroflex Industries Limited, manufactures and supplies environment-friendly metallic flexible flow solution products.

🏭12 Indian-listed Companies with Established Manufacturing Facilities in the USA

A Thread.....🧵👇 1⃣ EPL Ltd:
🔹Company is the world's largest global specialty packaging company with annual capacity of ~8 billion Tubes with manufacturing units operating across USA, Mexico, Colombia, Brazil, Poland, Germany, Egypt, China, Philippines and India.

💰Blockbuster Results: 10 Companies Delivering Impressive Q3FY25 Performance

📈 Sectors Leading the Charge:
🔹 Chemical
🔹 EMS
🔹 Telecom

[A thread...] 🧵👇 ✍️Chemical Sector:

🔶J.G.Chemicals Ltd:
🔹Revenue from operations at ₹209 Cr🔼30% YOY.
🔹Operating Profit margins at 11% YOY.
🔹PAT at ₹18 Cr⬆️64% YOY.
🔹TTM EPS at ₹15.76

🧑‍🔧Avalon Technologies Ltd V/s Syrma SGS Technology Ltd

🧑‍🔧Comparison of Two Small-Cap Companies in the Electronics Manufacturing Services (EMS) Sector

Detailed Comparison 🧵👇 ✍️About the Company:

🔶Avalon Technologies Ltd:
🔹A leading provider of end-to-end electronics manufacturing services (EMS), specializing in PCBA, system integration, and box-build solutions. The company caters to diverse industries, including industrial, aerospace & defense, clean energy, and mobility.

💸Cash Cows

💸15 small-cap companies that are generating significant cash flows from their operations

[A thread...]🧵👇 ✍️Shilchar Technologies Ltd
🔹M Cap to Cash Flow: 60.9
🔹CF Operations: ₹76.5 Cr.
🔹3 Years Sales Growth: 49.9%