ValueHunter

Think long term

Not SEBI registered .Views are not a recommendation.

[ValueHunter @EquityBuzzz]

#epackprefab
Fy27 end capacity
PEB 1.47 >2.2 lk MTPA
Sandwich panel 13.1> 21.1 lk SQM
Peak Rev expctd 2300-2400 cr
Order intake fy26 1579 cr
Fy27 30% growth
Mambattu utilizatn target 25>80% in fy27
Data centers, RE,EV & logistic sector to drive growth

[ValueHunter @EquityBuzzz]

Dow jones +800

Gift nifty +125

Till morning unless some new nonsense on Hormuz emerges

[ValueHunter @EquityBuzzz]

Global CRDMO market is valued at $140-150 bn approx
India’s share approx 3%
Shift out of China and rise I cost of production in western nations may drive growth of Indian pharma players in this space
Mkt may reach $20 bn over next 5 years

#pharma
#cdmo

[ValueHunter @EquityBuzzz]

#bse this is playing out
Though it’s a great long term stock

[ValueHunter @EquityBuzzz]

#bse had a stellar run last few weeks
Today’s candle looks bad
Entry into nifty50 , the curse of so many companies before
Is it affecting bse
Trent,Jio financial before it

[ValueHunter @EquityBuzzz]

#tatatechnologies
Long period of underperformance
Management has given a positive guidance going fwd
Stock has been reacting positively last few days
Q1 numbers will be interesting

[ValueHunter @EquityBuzzz]

Seems AI trade is set to unravel

IT companies may be near to bottom out

Most have corrected and are value buys

Below 5 & 10 year PE averages

Safe bets for value investing

IT ETF also seem good bets

#tcs

#infosys

[ValueHunter @EquityBuzzz]

#sheelafoam is looking good after many quarters of under performance
Kurlon acquisitn now contributing
Highest Rev & Ebidta
+600 showrooms in fy26
Debt ⬇️156 cr in fy26
1st ever dividend post listing at 20%
Q4 PAT ⬆️7x at 92 cr

[ValueHunter @EquityBuzzz]

765 KV transformers have higher margins
Companies in India
Hitachi energy
Siemens energy
Bhel
Taril
CG Power

[ValueHunter @EquityBuzzz]

#bse
Good numbers
Rev 1630/ 926 cr yoy
q3 1334 cr

Pbt 106/ 66 cr yoy
Q3 79.5 cr

PAT 79.5/ 49.3 cr ⬆️61%
Q3 59.6 cr

Eps 19.3/ 12

Fy26 Rev 5148/ 3236 cr
PAT 247/132 cr ⬆️87%
Eps 60.6 /32

[ValueHunter @EquityBuzzz]

Market reacting to multiple downgrades on India’s economy
Now only Sanjiv Bhasin and Ridham Desai turning negative on the economy will be taken as positive

#nifty
#sensex

[ValueHunter @EquityBuzzz]

#sgxnifty +662
Solid opening
Portfolios may recover
Hope temporary ceasefire moves to a permanent solution
Though pain of higher oil prices may play out for next few months
#nifty

[ValueHunter @EquityBuzzz]

2week ceasefire agreed upon

Crude down 13.5% at 94.47

#nifty

[ValueHunter @EquityBuzzz]

Gift nifty 650 up
Trump says productive talks with Iran #nifty

[ValueHunter @EquityBuzzz]

Only index going up everyday in this market is the Blood pressure of Retail investors

#nifty
#stocks

[ValueHunter @EquityBuzzz]

Lack of significant FII holdings has protected PSU banks to an extent vs private banks

#psubanks
#nifty

[ValueHunter @EquityBuzzz]

Geoffrey Hinton
The Godfather of AI

Industrial Revolution made human strength irrelevant

AI will make human intelligence irrelevant

#AI

[ValueHunter @EquityBuzzz]

#raydalio to Nikhil Kamat

India best ingredients next 10 yrs

Dalio started with $50

Advice to young Indians Play the Game patiently

Focus on Diversification & asset allocation

Diversification ⬇️risk without ⬇️returns

5-15% portfolio in Gold & alternative money

#nifty

[ValueHunter @EquityBuzzz]

Siddharth bhaiya in #ndtv profit
Economy slowing down
Labour shortage
Weekly expiry led to financial drain from masses
Indvdl ownership microcap⬆️from 40k to 3.3 lk cr
Cash level of fund at 80%
Indian auto sector sold approx 3.5 lkcars /5 lk by BYD last month,grows at 50%
#nifty

[ValueHunter @EquityBuzzz]

Many #avadhutsathe around town
A friends employee 25 year son took 1lk from father as security deposit for a job
Gambled in F&O
Lost all
Took more from neighbours , promised 2x
Collected 15 lk
Paytime neighbours wanted 2x not sum invested
Father paying via monthly payback
#nifty