The Breakout Trader

Novice Technical Trader. Still Learning. NOT SEBI registered. Tweets are not investment advice. You can incur heavy losses if you trade based on my tweets.

[Market Rebellion @RebellioMarket]

“The Risk Rule That Separates Wall Street Legends From Average Traders”

Mark Minervini:

[CA Darshan Bharuka @Darshan27503236]

1. Executive Summary & Company Overview
(Data updated as of August 5, 2026)

ABS Marine Services: Market Cap: ~₹545 Cr | P/E Ratio: ~6.8x | Sector: Offshore Logistics

SEAMEC Ltd: Market Cap: ~₹3,859 Cr | P/E Ratio: ~15.5x | Sector: Subsea Engineering

Who they are and what they do:
These companies operate outside the volatile freight shipping market.

-ABS Marine operates the "ocean delivery trucks." They own Platform Supply Vessels (PSVs) that haul heavy equipment to rigs, and they manage the Indian government’s oceanic research fleet.

-SEAMEC operates the "floating underwater hospitals." They own Diving Support Vessels (DSVs) equipped with heavy cranes and saturation diving chambers for underwater pipeline repair and rig hook-ups.

Key Geographies and Client Base:
Both operate primarily in Indian coastal and offshore waters. They boast zero-default, blue-chip client rosters, heavily anchored by ONGC, Larsen & Toubro, and the Ministry of Earth Sciences (MoES).

[CA Darshan Bharuka @Darshan27503236]

The core thesis for both ABS Marine and SEAMEC hinges on Operating Leverage.

Because the government is heavily subsidizing deepwater exploration, the demand for specialized vessels will far outstrip the capped supply. When vessel utilization crosses 85%, "Day Rates" (daily rental prices) double or triple. Because the baseline operating costs for these companies are relatively fixed, every incremental rupee from higher day rates drops straight to the bottom line.

Note:-I am not a SEBI Registered Investment Advisor or Research Analyst. This information contained herein are strictly for educational purposes only.

[Advait Arora @WealthEnrich]

15 listed railway firms mapped by their strongest speciality within the railway value chain:

#Stockstowatch
🚆 Passenger coaches: Titagarh Rail Systems
🚆 Freight wagons: Jupiter Wagons
🚆 Rail freight wagons & foundry: Texmaco Rail
🚆 Railway EPC: RVNL
🚆 Railway construction: IRCON International
🚆 Railway consultancy & exports: RITES
🚆 Railway financing: IRFC
🚆 Ticketing & catering: IRCTC
🚆 Rail telecom & digital infrastructure: RailTel
🚆 Container rail logistics: CONCOR
🚆 Metro coaches & rail equipment: BEML
🚆 Railway signalling & Kavach: HBL Engineering
🚆 Track laying & maintenance machines: Escorts Kubota
🚆 Railway forgings (wheels, axles & components): Ramkrishna Forgings
🚆 Railway electrification equipment: BHEL

This mapping is based on what I believe is each company's strongest railway-related capability. Many of these companies operate across multiple segments.

[The Breakout Trader @cryptoshubh1]

Long on SEAMEC over 1750. - #SEAMECLTD #SEAMEC TradingView . Not a financial analyst. This is not a reco. DYOR. This is only for tracking and I might have position now or in the future in the stock or exit. https://t.co/4FwdFmu487

[NDTV Profit Alpha @NDTVProfitAlpha]

Is the West Asia crisis presenting any opportunities for SEAMEC?

Naveen Mohta, Whole-Time Director at SEAMEC, discusses in conversation with @sharad9dubey.

[The Techno Funda Guy @TechnoFunda05]

SEAMEC

SEAMEC is one of the cleaner smaller listed beneficiaries once activity reaches subsea inspection, repair, maintenance and light construction.

It already operates specialised diving-support vessels.

Actual earnings will depend on utilisation, charter rates and downtime.

[The Techno Funda Guy @TechnoFunda05]

34/35 — Final hierarchy

Highest capture certainty:

1. ONGC
2. Oil India
3. L&T
4. Reliance
5. SEAMEC

Highest potential stock sensitivity after a meaningful order:

1. Asian Energy
2. SEAMEC
3. Dolphin Offshore
4. Jindal Drilling
5. Smaller seismic players

[The Breakout Trader @cryptoshubh1]

#NIFTY!! What is this last minute 200 point candle?!

[New Born @Born__01]

Grateful lord for everything 🙏🏾

[The Breakout Trader @cryptoshubh1]

@KapoorShitij I think scenario 2 will give it more strength. I don't like those gaps..

[Venu @Venu_7_]

Want to Know If the Bottom Is In? Read this.

Since $QQQ just printed a gap-up candle, the next thing I'll be watching is the Follow-Through Day (FTD).

One of William O'Neil's most important rules for confirming a market bottom.

How it works:
- Market is in a correction. The first day an index closes higher = Day 1 of a rally attempt.
- Days 2-3 don't need to be up. The rally stays alive as long as Day 1's low holds.
- Then on Day 4-7, watch for one major index (S&P 500 or Nasdaq) to gain 1.25%+ on volume higher than the day before.

That's the follow-through day. Downtrend over. Confirmed uptrend.

The rules that matter:
- Not every FTD works - many fail
- But no bull market has EVER started without one.
- Undercut Day 1's low -> the count resets
- FTDs after Day 10 carry lower success rates

What to actually do on an FTD:
Don't go all in. Buy starter positions in leading stocks breaking out of sound bases. If the rally is real, they work - and you add. If it fails, you're barely exposed.

O'Neil's whole point: you don't predict bottoms. You confirm them.

Corrections are for building the watchlist. The FTD tells you when to use it.

[Himanshu sharma @pheonix_trader]

Million Dollar 💰💰Trading Setup :

This pattern repeats over and over again.

Momentum → pullback → tight range → expansion.

“Extreme momentum stocks. Once they pull back and get tight, extremely tight, that’s usually when volatility returns.” - @Qullamaggie

[The Breakout Trader @cryptoshubh1]

@ArindamPramnk I'm holding

[Bharat Ticker @bharat_ticker]

JAMNA AUTO INDUSTRIES — ACQUIRES UK-BASED OWEN SPRINGS LIMITED IN FIRST-EVER OVERSEAS DEAL

Consideration - £2.00M (net current assets £735K, zero debt)

Client/Target - Owen Springs Limited, UK leaf spring manufacturer and aftermarket distributor with 350+ SKUs across ~250 distributors

[The Breakout Trader @cryptoshubh1]

@AshishRaoWho Thanks Ashish. It says your (Ashish's) inbox is closed so I cant DM you.

[RajStockWatch @RajStockWatch]

11. SUNTECH INFRA, TRIDENT TECH, TRUST FIN, VDEAL, WINSOL

[The Breakout Trader @cryptoshubh1]

@cmagurvinder Great chart. I got in recently on this one too. I was looking at a short term target of 1250 or so, but yours show the long term target. Let see how this goes! Happy investing!

[The Breakout Trader @cryptoshubh1]

@saveMenSiff Good analysis!

[The Breakout Trader @cryptoshubh1]

@pheonix_trader Hi, which platform provides technical chart screening like https://t.co/9vkBNgFily for international stocks, all under one query .. is there something like that?