Harrshit Jain

Company Secretary by profession, Value Investor, Small & Micro cap enthusiastic | Trader | Tweets are only for educational purpose | MUFC
Ardent Sports lover !!

[Nimesh Shah @nimeshscnbc]

HSBC on Trent
Buy, TP Rs Rs 3,460 (60x P/E)
Key highlight of AGM was store addition target of 50 for Westside; 200-250 for Zudio, similar to last year
Store potential for Westside/Zudio at 700/5,000, much higher than estimates.
Burnt Toast scaling still some way off

HSBC on Interglobe Aviation
Buy. TP Rs 5545
Competitive landscape is strengthening for Indigo as Air India is squeezed; high fares and lower oil price could boost momentum
Fares could remain high amid tight capacity and fuel surcharge may not go away completely
Sensitivity analysis to crude
A 2% change in yield growth could change FY27e EBITDA by c8% and EPS by c49%
Similarly, a 5% change in fuel price could change FY27e EBITDA by c10% and EPS by c60%
@CNBCTV18News

[Harrshit Jain @Harrshit1]

#JainResource

Impressive rebound from lows up 20% in 3 sessions.

Sector continues to benefit from multiple tailwinds & if management executes well, this could be only the beginning of much larger move.The key monitorable is whether margins can recover to previous peak levels.

[Harrshit Jain @Harrshit1]

#JainResource

Attractive at CMP for a long term

- Strong play on the growing metal recycling & circular economy.
- Sector has huge tailwinds & scrappage policy could be a big boost.

While margins saw pressure in the last quarter, it appears to be a temporary setback.

#stocks

[Harrshit Jain @Harrshit1]

#JainResource

Attractive at CMP for a long term

- Strong play on the growing metal recycling & circular economy.
- Sector has huge tailwinds & scrappage policy could be a big boost.

While margins saw pressure in the last quarter, it appears to be a temporary setback.

#stocks

[Harrshit Jain @Harrshit1]

@Neha97397886 Yes holding a small quantity. Will increase my allocation to 5%.

Valuations are not expensive and anything around 1500 could be a great buying opportunity.

Waiting for management to get more clarity and forward guidance.

[Harrshit Jain @Harrshit1]

#Oriana

Not the kind of result I was expecting. Margins took a big hit. Market had huge expectations for H2FY26 but this seems to be bummer.

Some positives as well decent growth on topline & cash flow looking good after dismal H1FY26.

Let's see what mgmt has to say in concall.

[Harrshit Jain @Harrshit1]

#Oriana

Considering the strong sector tailwinds & robust no's posted by peers, expecting Oriana to deliver a solid quarter on 28th May.

• Massive EPC execution
• Asset monetization + IPP strategy gaining traction
• BESS & Green Ammonia optionality still not fully priced in

[Harrshit Jain @Harrshit1]

#VivianaPower

Out of the park numbers.

Exceptional quarterly results. Revenue up with margin accretion and growth accelerating.

Execution continues to deliver. Excited for what’s ahead. 🚀

#SMEInvesting
#stocks

[Harrshit Jain @Harrshit1]

Everyone is screaming bear market confirmed.

Meanwhile stronger ones are having a panic buying frenzy while prices are on huge discount.

See you at the next all-time high soon !!

#Markets
#bullvsbear

[Harrshit Jain @Harrshit1]

Markets changed narratives changes. Conviction didn't.

Came back with more patience and discipline.

Back to X after 18 months

[Harrshit Jain @Harrshit1]

@nid_rockz @kpthakershy @MeAmitMishra Any views on Vikram solar. It is quoting at much cheaper valuations with backward integration on solar cells and BESS going forward.

[Harrshit Jain @Harrshit1]

@narendramodi Everything else reforms are happening except judiciary. If India wants to prosper and wants to go to next orbit out judiciary should be reformed immediately.

[Pavan Umachagi @pavan_umachagi]

@_pitch__perfect Virat should bat 3 and Gill at 4

[Harrshit Jain @Harrshit1]

@subhamoy_panX I am not expecting more than 115 cr on PAT front. Management guided very aggressively during FY25 and still business is in nascent stage. Real growth will start flowing from FY27 end to FY28

[Harrshit Jain @Harrshit1]

@khushinvest Keep an eye on SG Finserv

[Harrshit Jain @Harrshit1]

@caniravkaria @IndianGems_ @nitin_gadkari Bhai there is lot of difference between saying and whet is executed on ground. This is prevalent across all the parts of India and Mr. Gadkari is doing nothing. He is only focused on new projects and not the quality of roads build by the companies. No compliance whatsoever.

[Harrshit Jain @Harrshit1]

@itsnitinverma Considering huge uptick in other expenses and employee expenses results looks superb on all parameters. Capex and acquisitions done during last year will contribute huge during FY26. Expecting a much stronger H1 FY26.

[Harrshit Jain @Harrshit1]

#JSLL
#JeenaSikho

Big big announcement. Stock split and NSE migration.

Expecting good H2FY25 numbers. Valuations are on higher side.

[akshay parkar @aparkar10]

@khanzubare I don't see it yet

[Harrshit Jain @Harrshit1]

Indian judiciary system needs to be overhaul asap.

Girls taking advantage of feminism and women empowerment and misusing against boy family.

Gender neutrality is need of the hour.

@narendramodi @MLJ_GoI @indSupremeCourt

#498A
#AtulSubhash
#AtulSubhashsuicidecase

[Deepika Narayan Bhardwaj @DeepikaBhardwaj]

TW : SUICIDE : BANGALORE

◾Atul Subhash, 34 year old
◾Got married in 2019
◾Driven to suicide by wife, in-laws, biased laws & system within 5 years
◾Left 1.5 hr suicide video, 40 page note
◾Wife demanded 3 Crores Alimony
◾Wife didn't let him even see the face of his child
◾Jaunpur Family Court Judge Rita Kaushik demanded 5 Lacs to settle case
◾He gave lacs to his wife to help her family but then got accused of dowry
◾His wife's father died of disease soon after his marriage but his wife got an FIR under sections of Murder slapped on his family claiming he died of shock because of demand of "dowry"
◾He had to attend 120 dates in last 2 years
◾ Family court judge passed order of 40,000 per month maintenance for a 2 year old child because he didn't pay her the bribe she had asked
◾He used to do household chores, got his wife job in @AccentureIndia , helped brother-in-law financially, spent lacs on birth of his child and got his death in return
◾This is not a suicide video, this is testimony of every married man in India facing false cases from his wife and a one sided battle in the courts

In the last words of Atul - I refuse to pay and I choose death because I don't want my money to be used against me by my opponents to torture me and my family

@BlrCityPolice WILL YOU GET THIS MAN ANY JUSTICE ?

[Harrshit Jain @Harrshit1]

#JSLL
#JeenaSikho

New all time high after amazing numbers. Company walking the talk & will end FY25 with 450cr+ topline.

Robust balance sheet with superb execution. Stock already up 25x and still looks good for long term.

#DYOR
-Not an investment recommendation.