@RizqBloom Is this market good for swing trading ?..Imo swing trading works well when market is in uptrend..but last few weeks market trend is really horrible..pls guide..
Some of the scans I have been using to identfiy stocks which are in early phases of their growth journey @stockscansin .
Published it for wider community last week โ
4% Smart money scans
Early Growth & RS phase
Early Volume signs
๐๐ป๐ฑ๐ถ๐ฎโ๐ ๐ก๐ฒ๐ ๐ ๐๐ป๐ฒ๐ฟ๐ด๐ ๐-๐๐๐ฟ๐๐ฒ? | ๐ก๐๐๐ฎ๐บ๐ฎ ๐๐๐ฆ๐ฆ ๐ฆ๐ฒ๐ฐ๐๐ผ๐ฟ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐
๐ ๐ฐ๐ดร ๐ฑ๐ฒ๐บ๐ฎ๐ป๐ฑ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐. ๐๐๐ ๐๐ต๐ผ ๐ฐ๐ฎ๐ฝ๐๐๐ฟ๐ฒ๐ ๐๐ต๐ฒ ๐ฝ๐ฟ๐ผ๐ณ๐ถ๐๐?
Nuvama's latest BESS sector study highlights an interesting opportunity in India's energy transition.
โช๏ธ ๐๐ฒ๐บ๐ฎ๐ป๐ฑ - India's cumulative BESS capacity requirement is estimated to rise from 6.3 GWh in FY26 to 302 GWh by FY32.
โช๏ธ ๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐ - Cell to pack manufacturing offers a modelled 31% IRR, with 1-2 year payback potential
Interestingly, profitability differs sharply across end markets.
โข Utility BESS: $8/kWh spread
โข Commercial & Industrial: $18/kWh โข Retail: $23/kWh
โช๏ธ ๐๐ฒ๐ป๐ฒ๐ณ๐ถ๐ฐ๐ถ๐ฎ๐ฟ๐ถ๐ฒ๐ - BESS could become a meaningful second revenue engine for existing solar and battery manufacturers.
Nuvama's estimated annual BESS revenue potential at assumed capacity and realisation, expressed as a percentage of FY28E consensus revenue:
โข ๐ฃ๐ฟ๐ฒ๐บ๐ถ๐ฒ๐ฟ ๐๐ป๐ฒ๐ฟ๐ด๐ถ๐ฒ๐ - 60%
โข ๐ฉ๐ถ๐ธ๐ฟ๐ฎ๐บ ๐ฆ๐ผ๐น๐ฎ๐ฟ - 54%
โข ๐๐บ๐ฎ๐ฟ๐ฎ ๐ฅ๐ฎ๐ท๐ฎ - 26%
โข ๐๐ ๐ถ๐ฑ๐ฒ - 22%
โข ๐๐ฆ๐ช ๐๐ป๐ฒ๐ฟ๐ด๐ - 17%
โช๏ธ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป - Solar/BESS valuations remain significantly below battery chemical and IPP peers.
๐ช๐ต๐ฎ๐ ๐'๐บ ๐ง๐ฟ๐ฎ๐ฐ๐ธ๐ถ๐ป๐ด
- The opportunity isn't simply about rising battery demand.
- It's about identifying which companies can translate ๐ป๐ฒ๐ ๐ฐ๐ฎ๐ฝ๐ฎ๐ฐ๐ถ๐๐ โ ๐ต๐ถ๐ด๐ต๐ฒ๐ฟ ๐๐๐ถ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป โ ๐ฏ๐ฒ๐๐๐ฒ๐ฟ ๐บ๐ฎ๐ฟ๐ด๐ถ๐ป๐ โ ๐ถ๐ป๐ฐ๐ฟ๐ฒ๐บ๐ฒ๐ป๐๐ฎ๐น ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐.
- Three things deserve close attention over the next 12-24 months:
1. Capacity commissioning and actual order conversion.
2. Customer mix, operating margins and return on capital.
3. Domestic cell localisation, import dependence and policy support.
๐ ๐ ๐ธ๐ฒ๐ ๐๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐:
๐ ๐ฑ๐ฒ๐บ๐ฎ๐ป๐ฑ ๐-๐ฐ๐๐ฟ๐๐ฒ ๐ฑ๐ผ๐ฒ๐๐ป'๐ ๐ฎ๐๐๐ผ๐บ๐ฎ๐๐ถ๐ฐ๐ฎ๐น๐น๐ ๐บ๐ฒ๐ฎ๐ป ๐ฎ๐ป ๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐-๐ฐ๐๐ฟ๐๐ฒ.
- The next rerating may begin before the earnings become obvious, but sustained rerating will require execution, healthy margins and cash flow conversion.
๐ง๐ต๐ฎ๐'๐ ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ฟ๐ฒ๐ฎ๐น ๐ฟ๐ฒ๐๐ฒ๐ฎ๐ฟ๐ฐ๐ต ๐ฏ๐ฒ๐ด๐ถ๐ป๐.
No Buy/Sell Recommendation
Source: Nuvama
#StocksToWatch #StocksInFocus
#BESS
Hexagon Nutrition: Lets understand
A 3-engine nutrition business ๐ก
Hexagon Nutrition operates across 3 interconnected businesses:
1๏ธโฃ Micronutrient Premixes (B2B): Supplies customised vitamin, mineral and nutrient blends to food, FMCG and other customers for product fortification. This is the core revenue engine.
2๏ธโฃ Clinical & Branded Nutrition (B2C): Brands like PentaSure, PediaGold and Obesigo address specialised clinical, paediatric and weight-management nutrition. The goal is to increase branded revenue share to 35%+.
3๏ธโฃ Therapeutic Nutrition (ESG): Products such as RUTF, RUSF and micronutrient powders support nutrition programmes, including institutional and humanitarian demand. Orders can be tender-driven and therefore lumpy.
The strategic shift: Move beyond a premix-led model by scaling branded nutrition, expanding distribution and exports, launching new products and improving manufacturing utilisation.
What matters next? Can Hexagon convert revenue growth into a higher branded mix, 15%+ medium-term EBITDA margins and stronger cash conversion?
That is the core business transition to trackโnot just topline growth.
No Recommendations.
#HexagonNutrition
๐๐LIST OF GOOD SME IPOs LISTED FROM 01 Jan 2026 (Sheet 1, Sheet 2 & Sheet 3)
๐๏ธData Covers: IPO Price, IPO P/E, List Price, Current Price, Current P/E, % Gain with respect to IPO Price. For most recent stocks, Capex Completion target time is given in Comments.
๐ฉทLIKE, SAVE in ๐BookMarks for Detailed Study
Some stocks start discounting future earnings , very early, considering capex. But not all. If price is still at lower valuation, BUT major capex is ongoing, it's an opportunity to track and enter, when price action starts. ๐
Suggest not to take Promoter's every word in Investor presentations, as Ved Vakya. Lot of fluff and inaccurate stuff will be there in their talks. ๐
Please go through recent NSE order announcements / capex status / business updates too before investing.๐
Do note , even some of these stocks could fail, ๐since we are yet to see First Post-Listing Financials. And there can be cooked up ๐revenue and extra high margins which could disappear with H1 result. So one has to track results closely. No blind bets.
SHEET 1
ACME INDIA INDUSTRIES
TNA SOLUTIONS
EVERESTIMS TECHNOLOGIES
SJP ULTRASONICS
VANS ELECTROENGINEERING
ACME UNIVERSAL SAFEZONE 9
ROOPA SCREEN
POOJA LOGISTICS
FX MULTITECH
ROBOKIDZ EDUVENTURES
SPECTRAA TECHNOLOGY SOLUTIONS
RAKSAN TRANSFORMERS
MAHARAJA & SPEEDEX INDIA
AMTECH ESTERS
QUALIANCE INTERNATIONAL
ASHUTOSH FIBRE
๐ฉทLIKE, SAVE in ๐BookMarks for Detailed Study
Sheet 2 and Sheet 3 in Thread below 1/3