Surge Stocks

I discuss business models of the companies! Not a Sebi registered advisor! Meticulous follower of market data!
My tweets are no recommendations!

[Surge Stocks @Kkpp5535]

Old meme but relevant every time.

#banknifty
#stockmarketcrash

[Surge Stocks @Kkpp5535]

@PulkitA30298377 The target is so big, even the diamonds are asking: “Bhai, itna pressure kyun?”

[Surge Stocks @Kkpp5535]

The AI boom is real.
But apparently, so is the imagination.

[Surge Stocks @Kkpp5535]

India needs 100 GW of data centres.

So naturally, every company that owns a server rack, a transformer or a piece of land near a power line is now a “data-centre play.”

Revenue: ₹100 Cr
Data-centre opportunity: ₹10,000 Cr
Market cap: ₹25,000 Cr

#Nifty #IndianStockMarket

[Surge Stocks @Kkpp5535]

Buy what everyone else is buying.

Call it “high conviction.”
Copy the benchmark.
Call it “risk management.”
Buy after a 40% rally.
Call it “increasing allocation.”

And when everyone owns the same stock:

“Strong institutional participation.” 😂

#Nifty #IndianStockMarket

[Surge Stocks @Kkpp5535]

The Small & Microcap Rockstars 🎸

Earnings visibility: 3 quarters.
Valuation: 30 years.
Investor confidence: Infinite.

One blockbuster quarter and suddenly the microcap is treated like the next Berkshire Hathaway.

#Nifty #Sensex #IndianStockMarket

[Surge Stocks @Kkpp5535]

Do your own research

No recommendation.

[Surge Stocks @Kkpp5535]

Colgate is no longer trying merely to sell more toothpaste to more people. It is trying to make Indians consume more oral-care products, more frequently, and at higher price points.

Contd👇

#Nifty #Sensex #IndianStockMarket

[Surge Stocks @Kkpp5535]

Q1 FY27 advertising & promotion expenditure rose about 33.7% to ₹251.9 crore.

Meanwhile:

Revenue: +~12%
So advertising is growing dramatically faster than sales.

And EBITDA margin has come down to roughly 30%, from around 31.6% previously.

[Surge Stocks @Kkpp5535]

GSK can turn:
Shingrix → Tdap → influenza → pneumococcal → other adult vaccines
into a broad adult-immunisation franchise, you could have a multi-product growth platform, rather than a single blockbuster.

Do your own research

No recommendation.

[Surge Stocks @Kkpp5535]

GSK PHARMA: CO TARGETS DOUBLING REVENUE TO ~₹8,000 CRORE BY FY30, WITH ONCOLOGY, ADULT VACCINES AND NEW SPECIALTY LAUNCHES EXPECTED TO DRIVE GROWTH BEYOND ITS CORE GENERAL-MEDICINES PORTFOLIO.

Contd👇

#Nifty #Sensex #IndianStockMarket

[Surge Stocks @Kkpp5535]

And management previously disclosed Shingrix at roughly ₹75 crore annualised brand size, while discussing the possibility of new launches eventually becoming ₹500+ crore brands.