Soummya Jha, ACCA

Bio: ACCA Member
📊 In-depth analysis of Indian stocks |
🔍 Forecasting valuations & market trends |
💼 Data-driven insights for smarter investing |

[Soummya Jha, ACCA @StockerHolmes]

#nifty #smallcap

[Soummya Jha, ACCA @StockerHolmes]

Sky Gold & Diamonds to acquire 100% of Purvi Gems & Jewellery for up to ₹9 Cr.

FY26 turnover: ₹103.40 Cr

#SKYGOLD #Jewellery #Acquisition

[Soummya Jha, ACCA @StockerHolmes]

@kothariabhishek Margin fall fear in short term due excess liquidity?
Imo, Nbfc's should do good .

[Soummya Jha, ACCA @StockerHolmes]

#Skygold in #MSCI 🔥🔥🔥🔥

Happy to see that our calculations were spot on!
A few names like #E2E Networks, #Rubicon Research, along with #Skygold have now made it to the MSCI 📈

[Soummya Jha, ACCA @StockerHolmes]

Could #SkyGold enter #MSCI India Smallcap index this August?

✔️ Free-float mcap ~4,650 Cr
✔️ Falls within the range of recent MSCI inclusions
✔️ Potential passive inflows of ₹100–400 Cr if included

Here's my research as I analyse the last two MSCI reviews & recent entrants.

[Soummya Jha, ACCA @StockerHolmes]

@sandipsabharwal @INCIndia @RahulGandhi Unfortunately, there may be no gains left to tax if that happens 😂

[Soummya Jha, ACCA @StockerHolmes]

3 key event. One already delivered.

#SkyGold Q1 results are out and the nos were superb. ✅
Next events:

🔹 10 Aug: Management concall
🔹 11–12 Aug: Meetings with FIIs
🔹 12 Aug: MSCI announcement

One event has played out exceptionally well. Let’s see what next two bring. 👀🔥

[Soummya Jha, ACCA @StockerHolmes]

A potentially action-packed week for #SkyGold 👀

9th Aug (Sun): Q1 Results
10th Aug: Management Concall
12th Aug: MSCI Announcement
Three key events in four days.

The coming week could set the tone for the stock. Worth watching closely.
#SkyGold #MSCI #Earnings #stockwatch

[Soummya Jha, ACCA @StockerHolmes]

#skygold

Management walk the talk.

CFO: -₹272 Cr → -₹45 Cr → +₹30 Cr

Q1 FY27 is the first clear sign that the business is moving towards cash-generative growth.

When management says they’ll improve cash generation and the numbers follow,that’s execution. 🔥

[Soummya Jha, ACCA @StockerHolmes]

#skygold blockbuster results

[Soummya Jha, ACCA @StockerHolmes]

#Skygold
The next week is going to be interesting....

[Soummya Jha, ACCA @StockerHolmes]

Could #SkyGold enter #MSCI India Smallcap index this August?

✔️ Free-float mcap ~4,650 Cr
✔️ Falls within the range of recent MSCI inclusions
✔️ Potential passive inflows of ₹100–400 Cr if included

Here's my research as I analyse the last two MSCI reviews & recent entrants.

[Soummya Jha, ACCA @StockerHolmes]

A potentially action-packed week for #SkyGold 👀

9th Aug (Sun): Q1 Results
10th Aug: Management Concall
12th Aug: MSCI Announcement
Three key events in four days.

The coming week could set the tone for the stock. Worth watching closely.
#SkyGold #MSCI #Earnings #stockwatch

[Soummya Jha, ACCA @StockerHolmes]

Could #SkyGold enter #MSCI India Smallcap index this August?

✔️ Free-float mcap ~4,650 Cr
✔️ Falls within the range of recent MSCI inclusions
✔️ Potential passive inflows of ₹100–400 Cr if included

Here's my research as I analyse the last two MSCI reviews & recent entrants.

[Soummya Jha, ACCA @StockerHolmes]

#Concord control systems #cncrd

Won new order!

Order size: 280 cr
Order Duration: 12 months
Total orde book: ~ 1000 cr

Last year revenue: 210 cr

🎇 Company has golden period ahead!

#kavach #railway #sme #stocks

[Soummya Jha, ACCA @StockerHolmes]

@TVMohandasPai @narendramodi @nsitharaman @Finmin @sanjeevsanyal @NITIAyog @APanagariya U turn in less than 48 hrs or fake news

https://t.co/O6jejZ9uEQ

[Soummya Jha, ACCA @StockerHolmes]

9/The next global competition will be driven increasingly by:

• manufacturing resilience
• supply chain control
• currency positioning
• industrial capacity

The current macro setup favors local manufacturing.

Can Indian industry move fast enough to capitalize on it?

[Soummya Jha, ACCA @StockerHolmes]

One of the biggest underappreciated macro shifts happening right now is the Yuan vs INR movement.

And it could become a turning point for Indian manufacturing.

A thread 🧵

[Soummya Jha, ACCA @StockerHolmes]

8/ If India capitalizes on this opportunity, the next decade could bring stronger supply chains, reduced import dependence, higher exports, and manufacturing-driven growth.

This is bigger than a currency story — it is an industrial shift.