VedaVerse

📊 Equity Analyst by Day, Meme Trader by Night.
🔍 Decoding markets with a mix of DCFs, gut-feel, and garam chai.
💥 Founder of #VedaVerse

[VedaVerse @Research1008]

@sudheep8531 Follow me no nonsense only analysis.

[VedaVerse @Research1008]

Reliance to file Jio IPO DRHP with SEBI today.

Speaking at the 49th AGM Meeting of Reliance Industries Limited, 'With great delight, let me tell you that the Board of Jio Platforms has approved the DRHP earlier today and it will be filed with SEBI today,' Mukesh Ambani said

[VedaVerse @Research1008]

Aequs Hit 52W High Today One of The Aerospace Comapny That has to be on Your Watchlist.

[VedaVerse @Research1008]

Aequs Weekly Chart Analysis.

No Buy/Sell Recommended.

Only For Educational Purpose Only.

[VedaVerse @Research1008]

Tata Power Company Ltd

Tata Power Received Order from REC Power Development and Consultancy Limited of Rs.521 Cr. for Construction and commissioning of approx. 250 km line route comprising 400 kV D/C line, 220 kV D/C line and 220 kV Underground cable

[VedaVerse @Research1008]

🐢 Turtlemint IPO

6.3L+ Digital Partners | ₹2,946 Cr Platform Premium
✅ Asset-light
✅ Strong B30+ moat
⚠️ Profitability yet to come

Fair Value: ₹5,500–6,500 Cr MCAP

No Buy/Sell/Apply Recommended.
DYDD

#Turtlemint #IPO #Vedaverse

[VedaVerse @Research1008]

@GingerInvest44 @NIKHILLJHA @AdityaD_Shah isn't the bite vaccination Free?

[VedaVerse @Research1008]

@samisosa1234 Do Check Out.

[VedaVerse @Research1008]

🤖 AI Experiment.

Asked AI to find Indian listed companies.

Note: This is purely AI-generated output from a prompt and not my investment recommendation.

No Input from Side
NO Buy/Sell Recommended
DYDD

What do you think AI got right or wrong? 👇

#AI #Investing #VedaVerse

[VedaVerse @Research1008]

Interarch Building Solutions Ltd
Interarch secured domestic order for pre-engineered steel building system, worth about Rs.87 crore plus taxes, executable in 10 months.

[VedaVerse @Research1008]

📊 The 2-4-6-8 Portfolio Framework

Own fewer stocks. Allocate more to your best ideas.

🎯 20–30 Stocks | Max Position 8%
Diversification protects wealth. Conviction creates wealth.

#Investing #PortfolioManagement #VedaVerse

[VedaVerse @Research1008]

@AKirtesh Need more data like: Where does he currently live? What are his ambitions? Does he want to live in a metro city or a Tier-2 city?
If he has a loan, then that ₹5 lakh difference needs to be taken into consideration.

[VedaVerse @Research1008]

Do any of You use happenstance it is a cool place to find People with the same interest, and you can enhance your Network.

do try it if you haven't used it.

https://t.co/lbbVKQdxXb

[VedaVerse @Research1008]

@Asan_research Don't You Think it is already done as Institutions doesn't wait for Rates to Actually Rise (Peak) and then sell.

~$60B Dollar Outflow has been seen Since First Rate Hike in July2024. i think it's already in last leg, once the rate cycle peak inflow will start rising.

[VedaVerse @Research1008]

AXISCADES Technologies Ltd

FY26 REVENUE: 1159 CR
FY26 PAT: 72CR

Ambitious Target by Management, more than 100% Growth Guidance.

Keep Tracking
No Buy/Sell Recommended.

#Axiscades #Defence #Madeinindia #Aerospace

[VedaVerse @Research1008]

@ishmohit1 Yes there is a company called Ashapura minechem which actually exports bauxite to china. UNO Reverse here.

[VedaVerse @Research1008]

@aditya942000 @niveyshak @DoctorMoneyX Oversupply kills moat
Margin will compress
So the valuation compressed already

[VedaVerse @Research1008]

🚀 Ashapura Minechem is no longer just a bentonite company.

From 3.5 MT → 8 MT bauxite exports in just one year, with management targeting 10–12 MT in FY27 and 15 MT+ ahead.

💡 The market sees a commodity miner. The opportunity may be a rapidly scaling African mining platform.

[VedaVerse @Research1008]

Multi-Beggar Series Continues...

3rd Name in the series of "Multi-Beggar from My PF."

Bharti Airtel a Duopoly Business with a Strong Cash Flow Visibility.

Still Holding Partial Profit Booked.
No Buy/Sell Recommended
DYDD

#Bharti #Telecome #infra #ARPU #CashFLow #Duopoly

[VedaVerse @Research1008]

Another Multi bagger from My Portfolio.

KPIT TECH

One of the Great Company I like the Management a lot.going through a Headwinds Right now.

No buy/sell recommended
Only to motivate you guys.

[VedaVerse @Research1008]

Made a Post way Back about This Infra Company. It shines Today.

No Buy/sell Recommended.

[VedaVerse @Research1008]

@cadalukaanubhav Ashoka Buildcon an EPC Player

Trades at TTM PE OF JUST 3.3x

has an order book of over 15000 Cr with a Market cap of 3450 Cr.

TTM REVENUE 8260 Cr
TTM ADJ. PAT 926 Cr

Book value of 150
CMP IS 123

Undervalued ?

[VedaVerse @Research1008]

Most investors see a holding company

I see exposure to Brakes India, Turbo Energy, Axles India, Wheels India & TVS Holdings through a single stock

📊 Portfolio Value ₹7,621 Cr
🏦 Market Cap ₹8,660 Cr
🎯 CMP ₹390

Sometimes the real value is hidden beneath the reported No.