ChingPongPingKelo 🍌

🇮🇳 core F-O-O-D-I-E ; GlobeTrotter ; Tiki Taka ; Factarian ; Occasional Cook 🇮🇳

[ChingPongPingKelo 🍌 @MeNoTroller]

Watching the snowfall in Bucharest, Romania ❄️ 📸 Cristi Hancu

[SāM Rajput @SamRajp0t]

Chai kaise piyega? ☕
Scammer: Cash rakhta hoon bhai 😂😂

[THE SKIN DOCTOR @theskindoctor13]

The CCTV footage of Prof Doolla catching Sahil Wakode with a mobile phone in exam hall is out.

Now Sahil’s father should file an Atrocities Act case against the inventor of CCTV, the company that manufactured it, the mechanic who installed it and the officials who leaked it, for causing him the mental agony of being denied victimhood and the potential compensation that comes with it.

[ChingPongPingKelo 🍌 @MeNoTroller]

@ionicwealth @threadreaderapp unroll

[Margin of Safety🇮🇳 @InvestorOfJAMMU]

As per Sunil Singhania, Max healthcare makes 25,000 EBITDA per bed per day. A hotel makes 10,000 rent per room per day. So , technically every hospital should convert into hotel to make big.

Supply is now very high for hospitals which can create competition and can destroy the ROCE.

Hospital stocks are overvalued

[Narendra Modi @narendramodi]

#OperationSindoor on the games field.

Outcome is the same - India wins!

Congrats to our cricketers.

[Faraz Pervaiz @FarazPervaiz3]

🚨 HORRIBLE

🇵🇰 Pakistan: Thousands of Muslim men sexually harassed a woman intent to Rape at Faisal MOSQUE 🕌 for not wearing a hijab.

This practice is known as taharrush in Islamic Teachings.

Non-Muslim women are not safe in Pakistan.

[World of Statistics @stats_feed]

Rating of the best TV series of all time:

1. Breaking Bad ('08)
2. Game of Thrones ('11)
3. Chernobyl ('19)
4. The Sopranos ('99)
5. Band of Brothers ('01)
6. The Wire ('02)
7. Better Call Saul ('15)
8. Stranger Things ('16)
9. Sherlock ('10)
10. Peaky Blinders ('13)
11. The Twilight Zone ('59)
12. Fleabag ('16)
13. Fargo ('14)
14. House ('04)
15. Friends ('94)
16. Dark ('17)
17. The Office ('05)
18. Succession ('18)
19. Battlestar Galactica ('04)
20. Freaks and Geeks ('99)
21. Mad Men ('07)
22. Narcos ('15)
23. Mindhunter ('17)
24. Mr. Robot ('15)
25. Black Mirror ('11)
26. Heartstopper ('22)
27. Severance ('22)
28. It's Always Sunny in Philadelphia ('05)
29. Seinfeld ('89)
30. Peep Show ('03)
31. The Last of Us ('23)
32. When They See Us ('19)
33. The Mandalorian ('19)
34. Lost ('04)
35. Line of Duty ('12)
36. Deadwood ('04)
37. The Boys ('19)
38. Mare of Easttown ('21)
39. Hannibal ('13)
40. The Bear ('22)

Note: The top is based on combined ratings of IMDb, Rotten Tomatoes (Users), Rotten, Tomatoes (Critics), Metacritic (Users), Metacritic (Critics), TV com, Critics' Rating, Audience Rating

[Ujwal Kumar @ujwal_kr]

📄 Just went through Trinetra’s report on HBL Engineering.
If you’re tracking HBL, this is a must-read.
Here are the key insights 👇

🚆 Kavach 4.0 – India’s own train collision avoidance system. ₹25k–28k cr opportunity, HBL has ₹3,618 cr order book locked in for the next 3–5 yrs.

🌍 Global ambitions – After rolling out 10,000 km in India, they want to take Kavach to the US/EU (where it sells for ~10x India’s price) and also to emerging markets like Africa.

🛡️ Defence muscle – From torpedo & submarine batteries to missile thermal batteries and electronic fuses (40–45% EBITDA margins), all 100% indigenous. Long-term contracts with the Navy, DRDO, HAL.

🔋 Battery edge – Only Indian co. with Telcordia-licensed Pure Lead batteries (15+ yr life). Scaling Li-ion packs for EVs, defence & renewable storage.

📊 Business mix shift – In FY20, 89% of sales came from batteries. By FY24, that’s down to 63% as electronics & defence take bigger chunks.

💰 Financial turnaround – Gross Margins have jumped from 39% → 51% in 2 yrs. PAT expected to grow from ₹624 cr (FY26) → ₹1,006 cr (FY28).

📈 Valuation – Trades at ~16x FY28E earnings. Trinetra values it at 30x, citing tech edge + multi-sector growth levers. 5 year median PE is 47 :)

HBL moving to US/EU post 10,000 km rollout is a very big trigger as per km cost in US/EU is 5 cr/km, against 50 lakh/km in India.

Has a multi year growth runway with segments contributing in years:
Kavach → FY26 to FY28
Electronic Fuses → FY27 to FY29
Marine Batteries → FY28 to FY30

Good company to track!

Discl: Invested, no reco

Report link: https://t.co/9eNoRuGhhE

[Zen Nivesh @ZenNivesh]

[4] HBL Engineering | Trinetra Asset Managers

HBL Power Systems’ engineering pivot is gathering pace, with defence, electronics, and railways driving growth. High-margin, IP-led products, a clean balance sheet, and strong order visibility position it as a niche engineering leader in the making.

Main points:

HBL is transitioning from a battery maker to a diversified engineering products company.

Key growth areas: defence electronics, railways signalling, and electronics manufacturing.

Defence portfolio includes artillery fuses, electronic fuses, and specialised batteries.

Railway business benefits from signalling upgrades and safety system adoption.

Proprietary designs and IP create entry barriers in niche markets.

FY24 saw strong revenue growth with expanding EBITDA margins.

Balance sheet is debt-free with robust cash generation.

Order book provides multi-year revenue visibility.

Capex directed toward high-tech manufacturing and R&D.

Positioned to benefit from government push in defence indigenisation and railway modernisation.

[Ashu @muglikar_]

Orange man had said China and India will be paying the tariff. 🫩😉

[Ritesh Jain @riteshmjn]

Only if you understand this....you will be able to invest profitably in this "Brave new world"

This the least painful choice.......so read it and read it again.

via this week FFTT by one and only @LukeGromen

[Renaissance Prospero RWA @ProsperoRWA]

The @CapitaLand upcoming Bangalore ITpark builders have resorted to hiring goons to illegally construct boundary wall violating court orders during court vacation and by encroaching residents apartment land and built on original Storm water drain path @NGTribunal @BlrCityPolice

[Renaissance Prospero RWA @ProsperoRWA]

Goons and unknown ladies trespassed our apt land, assaulted our Secretary and constructed a compound wall illegally on our land in the presence of @amruthahallips . The PS refused to file an FIR and in the contrary detained our members @BlrCityPolice @CapitaLand @KA_HomeBuyers

[Right Singh @rightwingchora]

Do you know about Lachit Borphukan, the man who stopped the Mughal Empire from expanding into the entire Northeast India?

This three minute thread will give you goosebumps. Spare just three minutes and read it till the end!

[ET Money @ETMONEY]

Stock splits and bonus issues both increase the number of shares you own.

But why does a company choose one over the other?

And what does it mean for investors?

We break it down. A🧵

[Renaissance Prospero RWA @ProsperoRWA]

@BlrCityPolice The adjacent @CapitaLand Project members forcibly working on our project land. The Police are asking us for a copy of a court order to stop this illegal work on our own land @Lolita_TNIE @CPBlr

[Saurabh Jain @jainsaurabh001]

Gensol Engineering stock run 6% after promoter bought 26.5k shares. After the dream run stock has corrected almost 40 % from its highs. The management is unable to beat the guidance for FY 25 and also the EV launch is getting postponed again and again but still the company has a good future potential . This stock clearly quality in High risk high return category.
#Gensol
#Multibagger
#Diwalipicks
#DiwaliCelebration
#Dhanteras
#धनवान_बनाने_वाला_भगवान

[ChingPongPingKelo 🍌 @MeNoTroller]

@Atulsingh_asan @IndianTechGuide Last sentence is class... Returns is only over social media 🤣🤣🤣🤣

[Renaissance Prospero RWA @ProsperoRWA]

@DCPNEBCP Dear Sir, We have been visiting the Amruthahalli PS to file our complaint regarding our boundary dispute. Our complaint was received without acknowledgement as usual. Today, the police visited the site on behalf of the opposite party. @BlrCityPolice

[The Mossad: Satirical and Awesome @TheMossadIL]

Our apologies for not being available lately. We were paging people all day.