๐งต Iโm building the ultimate Q1 FY27 results thread.
Every day for next 60 days, Iโll add companies posting:
โข Excellent quarterly numbers
โข Strong price action
โข Many of these may become 30โ50%+ opportunities over the next few months.
๐ Bookmark this tweet. Itโll only get better with time.
๐TOP ๐ญ0 STOCKS SHOULD BE IN YOUR WATCHLIST๐
โ๏ธNewgen Software
โ๏ธ RR Kabel
โ๏ธ Ather Energy
โ๏ธ MCX
โ๏ธMRPL
โ๏ธBSE
โ๏ธ Syrma SGS Technology
โ๏ธ Anand Rathi Wealth
โ๏ธGroww
โ๏ธ SAKSOFT
Which Stock is in Your Radar ๐
#StockMarket#StocksToWatch#IndianStocks#POST#VIRAL
One sector which is coming out of a multi-year downturn is QSR.
It is very clear both from fundamental as well as price-action.
Restaurant brands
Sapphire foods
Devyani
.......................
This is not an investment advise.
Please do your own due diligence before investing.
Today, 362 companies will release their Q1 FY27 number; , I am tracking few companies
11 August
-Ksumgar
-Nephrocare health services
-Vidya Wire
-Vikran engineering
-Laxmi dental
-popula vehicle
-Epack durable
-Landmark car
-Harsha engineering
-Ceinsys Tech
-Skipper
-Shilchar technology
-Indo Tech Transformers
-Bata india
-piccadly agro
-Som destliary
-Hind rectifier
-Gokaldas export
-Faze three
-walchand industry
-TD power
-RHI magnisita
-Kalyani forge ( Kalyani group of company)
-kalpatru
-jyoti resign
- Kanoriya chemical
-Alufluride
Dis- No buy sell reco
My favourite Technical Analysis Strategy ๐ฅ๐ฅ๐ฅ
STAGE ANALYSIS
Stage 1 : Flat 200 EMA, Base Formation
Stage 2 : Base Breakout, up 200 EMA, earnings also breakout, smart money enter
Stage 3 : Flattering 200 EMA, Base Formation, Selling action, earnings not expected
Stage 4 : 200 EMA Breakdown, down 200 EMA, earnings fall, distribution
Avoid stocks in stage 3 of 4
Fundamentally strong stocks with high earnings again enter in Stage 2 after 3
Technical Analysis - Study of perception
Crossover : 50 over 200 Ema
Price is evidence & volume is weight
๐ Top 20 Q1 Result Companies
> High YoY Growth
> High QoQ Growth
> Sales + Profit Growth
> Low PE & Smallcap & Midcap
> MUST STUDY NEXT 3 MONTHS
A Mega Thread ๐งต
1. STLTECH ๐
Mr. Mukul Agarwal has a portfolio of Rs. 7,500 Crores today. ๐ฅ
But he started as a trader and became a long term investor after 2008:
โDuring 2003-08, stocks went up 50x -100x and I realised what an idiot I am, trading for 10-25% gains.โ
Mukul ji invested his trading profits into real estate before 2008 i.e. coming into long term investing.
โEarlier I used to just keep buying real estate out of profits from stock markets and used to hold that.โ
โSo from 2008-09 onwards, I started taking investing seriously.โ
Initial capital can be generated by tradingโฆhowever real wealth is generated only through long term investing.
Poojaa Precision Engineering Ltd.
Mukul Agrawal, Abakkus (Sunil Singhania) and Motilal Oswal backed IPO Poojaa Precision made its stock market debut on the BSE SME platform today with investor sentiment remaining highly optimistic.
Ace investor Mukul Agrawal Picks Up 1.37% Stake in Automotive Precision Engineering Firm Poojaa Precision ahead of IPO.
Poojaa Precision IPO grey market premium (GMP) was around 78% before listing and trading on 57% post listing today.
About Company
Poojaa Precision Engg. Ltd. (formerly Pooja Castings Pvt. Ltd.) is an integrated precision engineering company manufacturing lightweight, high-precision aluminium and magnesium die-cast and machined components. Headquartered in Pune, Maharashtra, the company has over 36 years of experience serving the automotive, EV and industrial sectors.
Numbers Looks very Solid.
โ Revenue: โน173 Cr to โน293 Cr (FY24 to FY26)
โ Revenue CAGR: 30%
โ PAT: โน16 Cr to โน30.9 Cr
โ PAT CAGR: 38.5%
โ RoE: 28.18%
โ RoCE: 26.38%
โ Debt to equity: just 0.31
Solid Anchor Book:
Motilal Oswal Finvest Limited
Abakkus Venture Opportunities Fund (Sunil Singhania)
LRSD Securities Private Limited
Mint Focused Growth Fund PCC
Finavenue Capital Trust
Hem Growth Opportunities Fund
Upsurge Opportunities Fund 1
Ashika Global Finance Private Limited
Shincho Asia Capital
Saint Capital Fund
India Max Investment Fund Limited
Religo Commodities Ventures Trust
Meru Investment Fund PCC
Tiger Strategies Fund
๐จ Important Government Websites Every Indian Should Know ๐ฎ๐ณ
โข PAN Card โ Protean eGov / UTIITSL
โข Aadhaar Card โ UIDAI
โข Birth Certificate โ Civil Registration System (CRS)
โข Disability Certificate โ UDID / Swavlamban Card
โข Income Certificate โ State Government Portal
โข Driving Licence โ Parivahan Sewa
โข Passport โ Passport Seva
โข Ration Card โ NFSA / State Food Portal
โข EWS Certificate โ State Government Portal
โข Voter ID Card โ Election Commission of India
๐ Always use official government portals while applying for important documents online.
Q1 FY27 has thrown up 20 midcaps where both sales and PAT grew 25%+ YoY, with PE still below 50x.
Iโve sorted them into four valuation buckets, from below 20x to 40โ50x. Full list and observations on LinkedIn ๐
https://t.co/cSme7mSt9d