Jaydev

I'm not interested in the things that don't concern me...

[Jaydev @JaydevAshra]

@Rahulsingh36167 🙏

[Jaydev @JaydevAshra]

@oldschoolinvest I'm not an LIC agent. But, there is a risk cover there...

[Jaydev @JaydevAshra]

@faltooinvestor The order book is strong. And, the production is started from this month.

[Jaydev @JaydevAshra]

@vsvicky_ That's why I have invested in proposed mainboard mograting candidates. Tac Infosec, Supreme Power and Sahana Systems. Trying to find out more such SME stocks...

[TheAlpha10X @TheAlpha10X]

Earlier our guidance was 200 Kms.

Now we are revising the guidance.

Run 300 Kms. away from Banking Stocks as soon as possible.

[Jaydev @JaydevAshra]

@TheAlpha10X 🤣😝

[Jaydev @JaydevAshra]

@cmagurvinder Uflex Ltd. I was studying this co and noticed that the quarterly (yes, quarterly) revenue is more than the marketcap. How is it possible? Secondly, the pe is only 7. The co is going through massive capex plans. All the 9 units in various countries are running at 80%+ capacity.

[Arka Bhattacharjee @niveyshak]

The new factory creates a MASSIVE capacity runway

The new Neemrana facility is approximately: 700,000 sq ft 🔥

And the combined production runway is stated at: 6+ million units per annum 👏

That is an enormous jump relative to where KRN started.

The company said the new facility removes the physical capacity constraint that previously limited growth

The Old Plant I was already running at:
84.00% utilisation: Evaporator/condenser coils
84.53% utilisation: Copper headers
85.77% utilisation: Sheet-metal components

This is much better than a company announcing a huge plant when existing capacity is sitting idle.

The old capacity was already getting tight. So the expansion appears to be solving a genuine capacity bottleneck rather than creating capacity first and hoping demand follows.

Source: KRN Annual Report

[Jaydev @JaydevAshra]

@CAronitpereira I've started at the age of 33. A bit late, but not too late!!

[Jaydev @JaydevAshra]

@Dixitagg Interesting data and interesting point...👌

[All India Bank Officers' Confederation (AIBOC) @aiboc_in]

India’s Bank employees seek two things rooted in fairness and dignity at work.
#5DayWeekandFairPLI
The demand for a 5 Day Work Week in banks is not new. It already stands agreed upon in the Bipartite Settlement of March 2024. What remains is its long-pending implementation.

At the same time, the unilateral and discriminatory PLI system must be abolished and replaced with a fair, transparent and inclusive framework for all employees, recognising the collective effort behind every institution’s performance.

Hardworking bank employees are not asking for privilege. They are asking for implementation of an agreement and equality in reward.

A motivated banking workforce strengthens Indian banking and the nation.
@PMOIndia

[Jaydev @JaydevAshra]

@TheAlpha10X Eagerly waiting for your insights on Tempsens Instrument

[Jaydev @JaydevAshra]

@TejaswiPalam Already invested in 2 & 3 in early stage...

[DIXIT AGGARWAL @Dixitagg]

PEG कम था, फिर भी Return नहीं बना—शायद PEG को जरूरत से ज्यादा महत्व दिया गया।

A Low PEG Looks Good on Paper.
The Market May Have a Different Opinion

1. Oriana Power
PEG: 0.05
Last 1 Year Return: -15%

2. Insulation Energy
PEG: 0.06
Last 1 Year Return: -17%

3. Websol Energy System
PEG: 0.07
Last 1 Year Return: -17%

4. Oswal Pumps
PEG: 0.08
Last 1 Year Return: -17%

5. KP Energy
PEG: 0.16
Last 1 Year Return: -16%

6. KPI Green Energy
PEG: 0.22
Last 1 Year Return: -20%

7. Shakti Pumps
PEG: 0.24
Last 1 Year Return: -10%

8. KEC International
PEG: 0.35
Last 1 Year Return: -7%

9. Patanjali Foods
PEG: 0.56
Last 1 Year Return: +2%

10. Shilchar Technologies
PEG: 0.60
Last 1 Year Return: -10%

11. Associated Alcohols & Breweries
PEG: 0.60
Last 1 Year Return: -12%

12. Time Technoplast
PEG: 0.65
Last 1 Year Return: -7%

13. Techno Electric & Engineering
PEG: 0.70
Last 1 Year Return: 0%

14. Godrej Properties
PEG: 0.77
Last 1 Year Return: 0%

15. Alkem Laboratories
PEG: 0.90
Last 1 Year Return: -4%

@SumitResearch

#stockmarketupdates #stockmarket

[Jaydev @JaydevAshra]

@niveyshak That's why I'm waiting for Danlaw Tech to cool off ..

[Anybody Can Invest-ABCI @ABCI_Invest]

Legendry Investor - Ashish Kacholia with current Net Worth of ~ ₹3500 Cr INR, lost ₹1 Cr INR initially trading the Indian Equity Market.

#Investing Mantra

@LuckyInvest_ARK

[Jaydev @JaydevAshra]

@TheAlpha10X Clean Science??

[Jaydev @JaydevAshra]

@MithunSarkari Just studied this co two days ago and invested the first tranche. Now, waiting for 220-230 levels for the second one...

[Jaydev @JaydevAshra]

@TheAlpha10X All 4 cos are not bad. Only the valuations were stretched too much...