Shaurent Market Research

Investing is simple,we made it complex.
NOT A SEBI REGISTER.
Use information for learning purposes only. No buy or sell recommendation .

[Shaurent Market Research @SResaerch]

Portfolio performance since 1 April 2026 till date
33% vs 15% smallcap and 3% nifty 50
Grateful 🙏 to GOD for mindful decision.

[Shaurent Market Research @SResaerch]

Portfolio performance since 1 April 2026 till today and compasion to nifty50 and smallcap 250 index.

[Shaurent Market Research @SResaerch]

MTAR Tech shares fall 9% as key global client faces major setback in US

https://t.co/5ICmusnRZl

[Shaurent Market Research @SResaerch]

Today 11 June 2026,when smallcap is down -0.83% and portfolio is down by -0.06% almost negligible.
Saved today 😌

[Shaurent Market Research @SResaerch]

June month performance of portfolio
Hard time

[Shaurent Market Research @SResaerch]

Excellent

[Shiladitya @shiladitya4u]

HFCL management interview - extremely confident & bullish

Key takeaways -
Demand from AI data centers is extremely strong
Even with capacity increase, they are struggling to meet demand.
FY27 margins should see increase of 3-4%
Current orderbook of 21000 Cr, in discussion with multiple customers for fresh orders.
Along with high-density optical fibers, new data canter interconnect solutions will be the key drivers for growth

Defence is going to be the 2nd major growth engine
FY27 revenue expectations 500-700 Cr.
FY28 revenues can be 3X, around 1500 Cr easily
Target of 5000 Cr in 3 years time 🔥🔥🔥
Defence orderbook of 2500 Cr, 1900+ Cr exports
Radars, anti-drone, hand grenades & exports will be the major growth drivers for defence

https://t.co/nGQxvZuVDl

[Shaurent Market Research @SResaerch]

HFCL
https://t.co/wn8tJi24QT

[Shaurent Market Research @SResaerch]

Quality power
https://t.co/hvduS7tpTq

[Shaurent Market Research @SResaerch]

Sigma Advanced Systems 208 cr order in defense

[Shaurent Market Research @SResaerch]

Defence Stock in Focus After Securing Export Order for 40,000 Units of Artillery Shells to North America https://t.co/7Jq0YZ7bDd

[Shaurent Market Research @SResaerch]

Excellent
Good to know more

[CA Sudhir Bheda @sudhir_bheda]

Venus is up 70% in one month

Net present value of VRP 034 if successful in clinical trials could be between ₹5000-₹6000/share

[Shaurent Market Research @SResaerch]

Q4 2026 result

[Shaurent Market Research @SResaerch]

Inox india https://t.co/j9hBCCnSFz

[Shaurent Market Research @SResaerch]

Syrma sgs
Impact of PCB pricing
https://t.co/fo32FMM2Bd

[Shaurent Market Research @SResaerch]

@microcp2mltibgr Indian market has nothing to participate in seriously on AI ,bas hawa ka jhonka hai kafi hai

[Shaurent Market Research @SResaerch]

Saregama
https://t.co/WPEw93vRQr

[Shaurent Market Research @SResaerch]

KRN Heat Vs Aeroflex: Which Stock Can Become A Better Data Centre Cooling Opportunity? https://t.co/GgbJkFu6QF

[Shaurent Market Research @SResaerch]

@BaluGorade Yes,better than fancy and expensive protein supplements

[Shaurent Market Research @SResaerch]

@BaluGorade @ndtv @gurjota Gurjot live in Delhi and he earn much more than him.