Bullish Engineer

Engineer without Choice, Investor with Passion.

[Bullish Engineer @dixit600]

@SureshKBN What do you think about Hero MotoCorp ?
It looks like this too is favorite of MF's and FII's but the only factor is there growth rate over last few years. Sales is not growing at expected rates.

[Bullish Engineer @dixit600]

@multibaggerwala Gandhar Oil. Mark it

[Bullish Engineer @dixit600]

@multibaggerwala Done and Dusted

[Bullish Engineer @dixit600]

@multibaggerwala Gandhar Oil. Mark it

[Bullish Engineer @dixit600]

True in every aspect !

[Ritesh Jain @riteshmjn]

My view on US if President Trump wins the elections.

A trump win will be America first policy which will accelerate deglobalisation. It will push more countries to take care of their own security as US military umbrella will not be freely available. A trump presidency will be a transactional relationship. A trump presidency will undermine institutions especially Fed independence. Trump will want lower dollar lower rates and will erect massive trade and tariff barrier to protect American industry.

Historically it is the responsibility of reserve currency to share its GDP and police world shipping lines but America under President a trump will be more inward looking and that will lead to acceleration of multi currency trading system.

[Bullish Engineer @dixit600]

@gaze_observer You at least held on to it. I ended up selling, even though it was one of my highest conviction bets when I bought it. But when a stock has a large allocation in your portfolio, it can really shake your confidence.

[Bullish Engineer @dixit600]

@ayushmitt - Can we get an option to filter released concalls by our watchlists, like how we filter overall results? Would be great if this is available at least for paid subscribers! @screener_in

[Bullish Engineer @dixit600]

@LearningEleven So this can lead to muted sales for the current quarter and can provide a better chance of value buying. Patience can get rewarded

[Bullish Engineer @dixit600]

@SureshKBN Techno would cross soon but in case of Skipper 50% of Operating profit is going as interest + Depreciation.

[Bullish Engineer @dixit600]

@SureshKBN Context : Zen Technologies

[Bullish Engineer @dixit600]

@anupammahor Double booster for textiles after Bangladesh Tariffs

[Bullish Engineer @dixit600]

@SureshKBN

[Bullish Engineer @dixit600]

@SureshKBN

[Bullish Engineer @dixit600]

@microcp2mltibgr Buying subscription from apps include the platform i.e. play store feees as well

[Mkk @Mathewskk7]

Nifty 21800 April 7 macro view.

1) DXY Falling

A weaker dollar usually strengthens emerging market currencies like the Indian Rupee .Foreign investors (FIIs) may increase inflows into Indian equities when the dollar weakens.
Import costs (like crude oil) become cheaper in INR terms, benefiting the Indian economy.

2) US Market Valuations

Currently, the US market has one of the highest PE ratios globally.
Valuation rotation: If investors feel the US is overvalued, they may look for better growth/value in emerging markets like India.
FII flows may shift: Capital can rotate from expensive US equities to more reasonably valued markets like India.
A softer DXY due to cooling sentiment becomes another tailwind for India.

3) Falling Crude Prices

India imports ~80% of its crude oil needs.
Lower oil prices = reduced import bill = improved trade balance and lower fiscal deficit.
Cheaper crude helps cool inflation, which is good for the common man and allows the RBI to maintain a dovish stance.

4) Falling US 10-Year Bond Yield (US10Y)

4.1) FII Inflows Increase
Lower US bond yields = less attractive returns in the US → FIIs look at India for better returns.

4.2) Rupee Strengthens
Lower yields reduce dollar demand → strengthens INR → helps with inflation and import costs.

4.3) Lower Global Cost of Capital
Indicates a dovish Fed outlook → boosts global liquidity → supports Indian equities.

5) Falling Indian 10Y Yield (IN10Y)

Signals lower interest rates or easing outlook from the RBI.
Boosts rate-sensitive sectors like banks, NBFCs, and autos.

Government borrowing becomes cheaper → more room for infrastructure spending.

6) Fitch Downgrade of China

Could trigger FII diversion to India due to rising risk in China.

Strengthens India’s position as a preferred emerging market destination.

7) Precious Metals Cooling Off

Reduces India’s import bill → improves trade deficit.
Eases inflation pressures.

Boosts consumer sentiment, especially during the festive and wedding seasons.

8) RBI Intervention via OMO Purchase

Good for the market.
Injects liquidity into the banking system.

Brings down bond yields → lowers borrowing costs.

Supports credit flow and economic growth.
Bullish for equities, especially banks, NBFCs, and other rate-sensitive sectors.

9) India’s Inflation Under Control Compared to Global Trends

India’s CPI inflation fell to 4.31% in Jan 2025, the lowest since Aug 2024.RBI projects inflation to average 4.6% for FY25, dropping to 3.8% by Q4.Lower than many emerging markets.Better food prices & RBI policies helping keep inflation stable.

Many things are in our favour except a donkey circus created by Doland trump.

[The Kobeissi Letter @KobeissiLetter]

The hedge fund MASS exodus:

On Thursday ALONE, hedge funds sold $40 BILLION of stocks in their largest daily selling spree since 2010.

Short sales exceeded longs by 3 TIMES, with North American stocks accounting for 75% of volume.

Is "capitulation" near?

(a thread)

[Bullish Engineer @dixit600]

Looking at the top gainers list from today, Textiles is emerging as clear winner. Few names with good volumes are popping up such as Raymond,Donear, India Glycol, Indo count, Gokaldas,Nitin Spinners, Vardhman textiles.
High tarrifs of 37% on Bangladesh is opportunity.
@SureshKBN

[Bullish Engineer @dixit600]

@SureshKBN @bdutta But rhe question remains out of it's 83% business contribution coming from US, how much US manufacturing unit contributes?

[Bullish Engineer @dixit600]

@SureshKBN 83% out of total exports for Pokarna is to USA. While India and ROW caters only 17%