Anuj Agrawal

Passionate Investor || National Institute Of Technology Raipur (NIT Raipur)

[Anuj Agrawal @anujNITRR]

@Cryptified_Soul I don’t understand. You said we will see a god like candle in 3M timeframe. But with each passing day , markets seem to lose strength. People say there is a bull run coming , but as far as I can see I find only bloodbath.

[Anuj Agrawal @anujNITRR]

@samisosa1234 It has moved more than 15% monthly close to close when checked last Friday. One more month of esm2 I think

[Anuj Agrawal @anujNITRR]

SMEs looking very good for a move:
1.Purple United
https://t.co/CAxzB6JXRZ Elevator
3.Merritronix
4.Neetu YOSHI

[Anuj Agrawal @anujNITRR]

@Vihaan_001_ Apsis did not exit esm2 . It continues to be in esm2.

[Anuj Agrawal @anujNITRR]

Susan Electricals
Any idea when will there capex go live ?
Also any guidance on their revenue and pat for FY 27.

[Anuj Agrawal @anujNITRR]

@Vihaan_001_ Any idea when will their capex of HT LT cables will go live ? And any guidance for this year . Could not find any.
One red flag I could see was their 40% revenue comes from trading cables and wires, which is huge for any cable manufacturer.

[Anuj Agrawal @anujNITRR]

Solar Module Manufactures :
While the broader SME market is showing strength , this particular sector is still not inching upwards.

Even the companies with cell lines going live in the next 2 months like Alpex which will definitely boost margins .

Puzzled.

[Anuj Agrawal @anujNITRR]

Alpex , GGBL
Solar stocks ka time aayega ya phir ab supply overhang hai?
Personallly feel they are undervalued. But sector is not attracting the investor money.

[Anuj Agrawal @anujNITRR]

@Cryptified_Soul What happened to your euphoria will come in next 3M ? Don’t see anything happening like that.

[Anuj Agrawal @anujNITRR]

Sectors looking strong currently:
AI/DC : DeeDev , Sterlite , HFCL
Pharma : Kwality Pharma
Chemicals : Yasho , Balaji Amines
Gold Jewellery : Sky gold , Thangamayil , Utsav gold
Power Equipments : CG Power , GE Versova

[Anuj Agrawal @anujNITRR]

@fyiitsdeepak Most importantly market is taking it positively , though I also feel they are not proxy DC play

[Anuj Agrawal @anujNITRR]

United Heat Transfer:
Excellent Results , good margin expansion aided by improved product mix change.

Onboarded Vertiv as DC Cooling, first delivery in June.

Rev Guidance of 35% FY27.
Talegaon facility live in Q3 FY27.

Core thesis here : entry into Data Centre Cooling Soln

[Anuj Agrawal @anujNITRR]

@GoldTrader148 Totally agree with this.
Alpex solar is not being fairly valued due to liquidity only.
No other reason why company walking the talk with better ebitda margins in the future and cell line starting in 90 days will be valued at only 11-12 pe while others get 20

[Anuj Agrawal @anujNITRR]

GGBL
Finally crossing a very important resistance zone of 350-355.
Hoping for a rally here.

[Rahul Gandhi @RahulGandhi]

Muthu ji, your political views are your own - but please do speed up the returns on my investments. 😃

[Anuj Agrawal @anujNITRR]

@AnkurPatel59 5 cr very comfortably

[Anuj Agrawal @anujNITRR]

#PURPLEUNITED
Price Action is telling that someone probably knows result is bad. Strategy now would be to enter post result declaration. Most probably will bottom out on 9th May.

[Anuj Agrawal @anujNITRR]

Contd.
11.Vedanta
12.Baheti Recycling
13.Sterlite
14.Macfos
15.Skipper
16.Bandhan Bank

[Anuj Agrawal @anujNITRR]

Q4 fantastic results till now:
1.Omax Autos
2.Kanpur Plastiks
3.APL Apollo
4.Nitta Gelatin
5.Everready industries
6.Equitas
7.ESAF
8.Acutass chemicals
9.Ador Welding

[Anuj Agrawal @anujNITRR]

#PURPLEUNTED
What’s driving this decline in share price?
Any clues?
Poor numbers on the cards?