Poonam

CA | Learner of Technical and Fundamental Research | Posts for educational purposes only

[Poonam @FollowingIkigai]

#Avantel
> Awesome reuslts posted
> Solid growing Orderbook
> Sectoral stocks such as Apollo Micro and Astra Microwave already given vertical rally
> Breakout of lon sideways consolidation at CMP Rs 185
> Hoping for good upside targets

[Poonam @FollowingIkigai]

@20kInvestor Apollo

[The opportunistinvestor @sudheep8531]

Great results by GNG electronics.
Management said refurbishment business is to majorly benefit from increased prices in RAM and storage devices.

Great momentum ahead.

Not buy sell recco

[Poonam @FollowingIkigai]

@Shjain0707 Orderbook is strong and price is undervalued.....if we dont diversify into SME's how can we even hope for alpha?
Current scenario looks grim but it sometimes takes hours for scenarios to turn around...

[Poonam @FollowingIkigai]

Opportunites in wholesale in Capital market currently for accumulation studies........

1. Gold Bees
2. Silver Bees
3. Airfloa Rail Techology
4. CPSE ETF
5. Groww Power ETF
6. NTPC
7. NLC India
8. Private Bank Nifty Index
9. Motilal Oswal

[Poonam @FollowingIkigai]

Time to work is backkkkkkkk..........................

[The opportunistinvestor @sudheep8531]

Airfloa..
Orders flowing in
23 crore from beml for chennai metro

62.36 cr order from acme india industries for railway coach components

11.78 crore order from ICF.

Total 96 crore order in few weeks.

Not buy sell recco.

[Sahil Pahwa @Sahilpahwa09]

Good Weekly close confirms the Start of 3rd!!

#Modefence

[The Trading Marvel® @TradingMarvel]

ANANT RAJ LTD

CHART 📊 WILL FOLLOW UPPER LINE.

[Varinder Bansal 🇮🇳 @vbomkara]

2026 will be a defining year for Indian equities—quality will decisively outperform noise.

2025 was a year dominated by global news: tariff theatrics, violent moves in commodities and precious metals, and endless focus on China. Several asset classes entered speculative zones, with 15–20% single-day swings—clear signs of excess rather than opportunity.

Ironically, this happened even as India delivered strong domestic fundamentals: low inflation, easing interest rates, tax and GST rationalisation, and resilient economic growth. Yet Indian equities were shunned. Capital preferred anything—but Indian stocks. Frustration replaced conviction.

History is clear: earnings and valuations eventually assert themselves. Markets tend to surprise when you expect the least.

Yes, heavy equity supply from many companies hurt many mid and small caps. But this was not a market-wide failure—it was a quality filter. While weaker balance sheets corrected, strong businesses continued to make new highs, quietly separating leaders from laggards.

Looking ahead to 2026, our focus is unambiguous: advanced engineering, precision manufacturing, and financials. Metals remain a tactical allocation, not a structural bet.

The priority is risk management—avoiding mistakes matters more than chasing returns.

2025 was a year of learning. 2026 will be a year of discipline. No stories. No narratives. No turnarounds. Only earnings, balance sheets, and management quality.

As earnings rise, markets will follow. Strong companies will stand out—and capital will return to where fundamentals deserve it most.

[Grandmaster of Stocks💎 @AdeptMarket]

Proper bear trap is going on in markets

I am bullish #Nifty #Midcaps

Big bounce expected tomorrow ✅

[Poonam @FollowingIkigai]

Fundamentally solid stocks we can accumulate in this dragging market with business growth visibility for a decade. Accumulation can be done via SIP mode :

1. Motilal Oswal Financial Services Ltd
2. Apollo Micro systems Ltd
3. Central Depository Services Ltd (Ever attractive)
4. Tata Investment Corp Ltd
5. Tata Motors Passenger Vehicles Ltd
6. Gravita India (Recycling)
7. South Indian Bank (Growth)
8. KPIT Techologies Limited (Growth)

Midcap and Smallcap allocation in portfolio generates alpha in Long Term
We can identify more defence stocks after reviewing Budget outlook.

[Poonam @FollowingIkigai]

#Gravita started to move

[Poonam @FollowingIkigai]

#GravitaIndia
> Recycling stock
> Volume accumulation observed
> Breakout of falling trendline on weekly chart
> Need strong weekly closing above 1800+
> Fundamentally decent valuation

[Poonam @FollowingIkigai]

Strong stocks reversal and fresh upmove noted :

We had to sit aside for a while but then these cycles do come in markets...extreme euphoria nad pessimism only create valuation gaps...

1. Hind Zinc CMP 560
2. Sandur Manganese CMP 220
3. Anant Raj CMP 546
4. National Aluminium CMP 280
5. South Indian Bank CMP 41
6. Gravita India CMP 1815
7. JM Financial CMP 145
8. TaraChand Logistics CMP 75

Tracking many more...some charts have gotten distorted with volumes drying up..lets wait for good chart patterns to form and then identify sectors and stocks for rotation and entries.

#HappyInvesting

[Poonam @FollowingIkigai]

Market Updates 26/11/2025 :

> Longer the consolidation, stronger the upcycle

> Retailers patience bottom's are being hit left right and center
> Except #Tenneco IPO, whole month it was hard to find any activity in market
> Holding good positions in #PSUBanks
> Continuing #SilverBees SIP
> #JPPower resolution finally came !
> #NALCO posted superb results and gave decent run up
> Keep accumulating funds for next rally. Quiet discipline works best in long term
> #NIFTYSMALLCAP100 RSI is quite high, so even monthly timeframe time correction isn't over, it has bullish bias.

[Poonam @FollowingIkigai]

@AsnikarDeepak We will have to see PSU Bank index breakout. If it gives a large candle on monthly closing this month and next month then ur target may get achieved earlier.....

[Poonam @FollowingIkigai]

#BankofIndia CMP 141
Moving up steadily in price since correction in May
> Sideways movement for more than a year
> Lot of fundamentals improving GNPA & NNPA at multi-year lows
> High stake of promoter
> May receive benefit of 49% FDI limit increase
> Whole sector bullish, waiting for breakout on Index level

[Niteen S Dharmawat, CFA @niteen_india]

Here is the copy of my presentation "Who says elephants can't dance?" delivered in @ias_summit on 30th Aug:

https://t.co/9EXd1e3PhU

Disc: Please read the disclosure. Holding and recommended to clients. It is a business analysis of the bank and do not consider this any recommendation of any type.