CA Dheeraj Joshi

Chartered Accountant/Trader

[CA Dheeraj Joshi @cadj98]

Sapne hote Sach tab maza ata sone mai!!
#icai

[CA Dheeraj Joshi @cadj98]

@WealthEnrich Gvtd,laurus lab,rvnl,j&k bank etc

[Gagan @Singhlicious]

The largest IPOs come to drain the liquidity, in USA many are in line and in India many are coming too but major public eyes are on two of them:

1. Jio
2. NSE

Previous Largest IPOs of India

1. Hyundai Motor - 27859 Cr
2. LIC - Rs 20557 Cr
3. Paytm - 18300 Cr
4. Tata Capital - 15512 Cr
5. Coal India - 15199 Cr

Are you still going to apply?

[Gagan @Singhlicious]

Wealth generation takes time but If you want to make wealth in the stock market, study Raamdeo Agrawal.

He co founded Motilal Oswal and built a fortune using four simple words:

Buy Right, Sit Tight.

A thread 🧵 ⬇️

[CA Dheeraj Joshi @cadj98]

@Singhlicious The most common think between various investor and trader that they have fixed philosophy like u mentioned for CA Ramdeo likwise Mark M. Has CANSLIM ,vijay kedia has SMILE.

[CA Dheeraj Joshi @cadj98]

@Singhlicious Yes will apply with full force and i think for creating liquidity market will correct.

[CA Dheeraj Joshi @cadj98]

#BMWIndustries
🚀 BMW Industries — What's Driving the 100% Rally
📈The Big Picture: A Business Model Transformation
BMW Industries is undergoing a complete strategic shift — from a pure conversion business (where raw materials are supplied by customers, and only service income is recognized) to an integrated downstream steel player that will source its own raw materials, manufacture value-added coated steel, and sell under its own brand. This fundamentally changes the revenue and profit profile.

🔑 Key Catalysts Behind the Rally
1. 🏭 Bokaro Greenfield Project — Game-Changer ($803 Cr Capex)
Detail What's Happening Project Cost₹803.47 Crore Location Bokaro, Jharkhand (India's 2nd highest steel-producing state)Capacities Cold Rolling: 300K TPA | Galvanized/Galvalume/ZAM: 540K TPA | Color Coated: 200K TPA Phase 1 CommissioningQ1 FY27 — RIGHT NOW! (Cold trials in May, hot trials in June 2026)Funding₹500 Cr debt tied up (SBI, HDFC, Yes Bank consortium) + Internal accruals PLI Scheme Qualified under PLI 1.1 for Specialty Steel (performance-linked incentives till FY29)

[CA Dheeraj Joshi @cadj98]

Will post Fair Value calculation from various method and technical analysis of the stock.

[CA Dheeraj Joshi @cadj98]

#BMWIndustries
🚀 BMW Industries — What's Driving the 100% Rally
📈The Big Picture: A Business Model Transformation
BMW Industries is undergoing a complete strategic shift — from a pure conversion business (where raw materials are supplied by customers, and only service income is recognized) to an integrated downstream steel player that will source its own raw materials, manufacture value-added coated steel, and sell under its own brand. This fundamentally changes the revenue and profit profile.

🔑 Key Catalysts Behind the Rally
1. 🏭 Bokaro Greenfield Project — Game-Changer ($803 Cr Capex)
Detail What's Happening Project Cost₹803.47 Crore Location Bokaro, Jharkhand (India's 2nd highest steel-producing state)Capacities Cold Rolling: 300K TPA | Galvanized/Galvalume/ZAM: 540K TPA | Color Coated: 200K TPA Phase 1 CommissioningQ1 FY27 — RIGHT NOW! (Cold trials in May, hot trials in June 2026)Funding₹500 Cr debt tied up (SBI, HDFC, Yes Bank consortium) + Internal accruals PLI Scheme Qualified under PLI 1.1 for Specialty Steel (performance-linked incentives till FY29)

[CA Dheeraj Joshi @cadj98]

7. 📦 Existing Business Scaling Up
SegmentCapacityFY26 ProductionUtilizationCRM Complex10,14,000 MT7,18,605 MT70.9%Pipes & Tubes7,32,000 MT2,01,623 MT34.2% (targeting 60-65%)Rolling Mill (TMT)1,80,000 MT74,975 MT41.7%
Management expects existing business revenue to reach ₹800-900 Cr at peak utilization.

[CA Dheeraj Joshi @cadj98]

https://t.co/yUJ2hBpk5x

[CA Dheeraj Joshi @cadj98]

@ThetaVegaCap There are 2 listed entities aeroflex industries nd enterprise

[Gagan @Singhlicious]

Reliance is planning to do to AI what they did to 4G data in 2016: Make it so cheap that it completely reshapes everyday life.

At the 49th Annual General Meeting (AGM), Mukesh Ambani laid out a massive "AI Everywhere for Everyone" blueprint.

Here is everything you need to know

A Thread🧵👇

[CA Dheeraj Joshi @cadj98]

@Singhlicious Watch shutter island and thank me later

[CA Dheeraj Joshi @cadj98]

@Singhlicious @AnkitFinAlpha @RamTeluguTrader Will try to attend and ask some question

[CA Dheeraj Joshi @cadj98]

@thechartist26 Something related to PLI?