Mohit Kharb

[Basant Baheti @BasantBaheti3]

52 वीक की ऊँचाई से 50% नीचे जो अच्छे मैनेजमेंट वाले मिडकेप -स्मॉल केप आ गये है , क्यूँ ना हम उनकी एक लिस्ट यहाँ बनायें ?
ये लिस्ट ऐसी हो कि हर व्यक्ति इसे बुकमार्क करे ताकि जब भी बाज़ार सकारात्मक दिशा में आगे बढ़े तो विक्ली SIP करने में मदद मिले !
इसे किसी के ख़रीदने -बेचने की सलाह ना माने,
अपना रिसर्च स्वयं करें ! 75% से ज़्यादा गिरने वाले शेयरों का नाम ना लिखें !एक व्यक्ति अधिकतम ५ कंपनी का नाम ही लिखें !
तो शुरू हो जाओ दोस्तों -

[Intrinsic Compounding @soicfinance]

Bare PCB manufacturing process

Source - Avendus Spark

[Intrinsic Compounding @soicfinance]

India has 9.6 GWh of battery storage running on the grid today. The CEA says it needs 236 GWh by FY32.

That's ~25x in under six years.

Think of a BESS as a giant power bank for the grid: it charges on cheap afternoon solar and discharges at the evening peak.

India makes ~2 GWh of the cells that go inside these power banks, against 226 GWh announced.

So who actually captures the value? We mapped 100+ companies across 8 links, from the lithium mine to the recycler.

Let's deep dive into the value chain divided across three streams 🧵 (1/4)

[Capt. Sachin Chaudhary @suryachaudhary1]

Transformer companies
Why do they have big here and there differences in their valuations

[microcap investors @ShridhantS]

Transformers industry 🔖🔖🔖

Product wise comparison ⤵️⤵️⤵️

Shilcher
Kanohar
Atlanta
Taril

We might see a reversal in this sector

Source ~AI

[Intrinsic Compounding @soicfinance]

Defence warship pipeline in India

Source - Antique Broking

[Intrinsic Compounding @soicfinance]

India's AI enablers.

A list of 42 businesses which benefit from AI capex in India as per Goldman Sachs

[microcap investors @ShridhantS]

Proxy of BESS🔖🔖🔖

✅ Battery chemicals company

- Acutaas chemical
- Sudeep pharma
- HSCL
- Neogen chemical
-Tatva chintan
-GFL & Many more

✅ power equipment & EPC company

- Quality power equipment
-Hitachi energy
-kec international
-siemens engineering
-kalpatru project
- T& D Power
- Tata Power
-JSW energy
-SPML infra & Many more

✅ Battery company

- Amar Raja battery
-exide industry & many more

✅ Solar pannel manufacturing company

- Waaree energies - Biggest player

✅ Wire & Cable company

- Havells
- Polycab & Many more

✅ Transmission company

- Advait energy
-adani energy
-powegrid & Many more

Dis- only for study purpose

[Intrinsic Compounding @soicfinance]

Mapping The Injectables Value Chain in India

Disclaimer: Not a Recommendation to Buy/Sell

[Basant Baheti @BasantBaheti3]

सेक्टर : लोजिस्टिक्स
चर्चा में रहेगा : 2030
विशेषज्ञों की पसंद बनेगा : 2035
स्मॉल केप से लार्ज केप तक की यात्रा : 2040
हर निवेशक की पसंद बनेगा : 2047
#DECADES #INVESTMENT
#stockmarketindia

[Exencial Research Partners @exencial_RP]

AI server power supply chain

[Basant Baheti @BasantBaheti3]

ऐसे मार्केट में हर वो मिडकैप /स्मॉल केप शेयर महँगा है , जिसका मार्केट केप उसकी रेवेन्यू से 3X
से ज़्यादा हो !
ये बात सामान्य निवेशकों को सरल तरीके से समझाने के लिए बतायी है , वैल्यू बाइंग के लिए और भी बहुत से पैरामीटर होते है, जिसके लिए आपको थोड़ा अनुभवी और ज्ञानी होना जरूरी है

[Intrinsic Compounding @soicfinance]

Entire satellite value chain with listed and unlisted players.

One of the emerging sectors

Disc: no reco to buy or sell.

Credits: DAM research

[ishmohit @ishmohit1]

How to get best of both the worlds: Fundamentals and Technicals?

Scan Match is one of the screens that I use.

Both fundamental and technical investors are looking for ways to find best probabilistic set ups where they can find interesting businesses.

Scan match @stockscansin solves this:

Businesses which show up most amounts of time in both Fundamentals and Technicals screen will get matched under SCAN Match.

Easier way to get best of both the worlds and to filter businesses to read and study.

[Grok @grok]

Indian listed correlates to Agentic AI themes (Memory/Power/CPUs/Biotechs) and the US names:

Memory/semi packaging: Kaynes Technology, SPEL Semiconductor, CG Power
Power (like VRT/GEV): GE Vernova T&D India, Hitachi Energy India, ABB India, Cummins India, MTAR Technologies, Tata Power
CPUs/servers (like AMD/INTC): Netweb Technologies, E2E Networks
Biotechs (like RXRX/TEM): Limited pure plays; larger names like Biocon, Dr Reddy’s use AI tools

No exact pure-play matches. Not investment advice.

[Grok @grok]

@INDOGLOBALDESK @ishmohit1 Pure plays for Agentic AI themes:

Memory: Micron (MU), SanDisk (SNDK)

Power: Vertiv (VRT), GE Vernova (GEV)

CPUs: AMD, Intel (INTC), Arm (ARM)

Biotechs: Recursion (RXRX), Tempus AI (TEM), Schrödinger (SDGR)

Not investment advice.

[Sunil Gurjar, CFTe @sunilgurjar01]

10 SMALL & MID-CAP STOCKS WITH ORDER BOOKS BIGGER THAN FY26 SALES

1- Avalon Technologies
Order Book: ₹3,465 Cr | 2.2x FY26 Sales

2- Viviana Power Tech
Order Book: ₹1,700 Cr | 3.2x FY26 Sales

3- Sathlokhar Synergys E&C Global
Order Book: ₹1,139 Cr | 1.4x FY26 Sales

4- Bondada Engineering
Order Book: ₹10,023 Cr | 3.5x FY26 Sales

5- Techno Electric & Engineering
Order Book: ₹11,000 Cr | 3.4x FY26 Sales

6- Genus Power
Order Book: ₹25,173 Cr | 5.3x FY26 Sales

7- Titagarh Rail Systems
Order Book: ₹26,635 Cr | 8.5x FY26 Sales

8- Power Mech Projects
Order Book: ₹55,398 Cr | 9.1x FY26 Sales

9- BEML
Order Book: ₹15,896 Cr | 3.7x FY26 Sales

10- Transformers & Rectifiers (India)
Order Book: ₹5,008 Cr | 2.0x FY26 Sales

[TheAlpha10X @TheAlpha10X]

Watchlist for Shopping in the DIP ✅

63 Stock: High Growth+ High Quality 🔥

Shilpa Medicare
Netweb Technologies
Aeroflex
Venus Remedies
TD Power
Sky Gold
MTAR Technologies
Manorama Industries
E2E Networks
Quality Power Electrical Equipments
Azad Engineering
Syrma SGS
Neuland Laboratories
Shadowfax
GNG Electronics
Accent Microcell
HFCL
Sai Life Sciences
KRN Heat Exchanger
Apollo Micro Systems
Sterlite Tech
CG Power
Marksans Pharma
Yash Highvoltage
Avalon Technologies
Fineotex Chemical
Black Box
Senores Pharmaceuticals
Data Patterns
Kwality Pharma
Rossell Techsys
Man Industries
Balaji Amines
Unimech Aerospace
Sudeep Pharma
V-Marc India
Fredun Pharmaceuticals
MV Electrosystems
JG Chemicals
Morepen Laboratories
Innova Captab
VA Tech Wabag
Welspun Corp
Hy-Tech Pipes
IOL Chemicals & Pharmaceuticals
SMS Pharmaceuticals
IZMO
Power Mech Projects
Sakar Healthcare
Raymond
Advait Infratech
KMEW
Ind-Swift
Birla Cable
Universal Cables
KSH International
Marine Electricals
Shree Refrigeration
Inox India
Omnitech
Stallion India
Accutase Chemicals

[Mohit Kharb @mohitkharb26]

@nakulvibhor Agr nse ka share listing k bad discount pr aa skta h due to supply then why to apply. Please answer sir

[microcap investors @ShridhantS]

Later & Sooner, i have Topped up in These company

part of conctrateted portfolio

🤞 KMEW .

Reason 📊;- Company Increased product portfolio

-🤞Quality power

Reasons 📊- Huge tailwind.

-🤞Acutaas chemical.

Reason 📊:- New tailwind for battery chemicals & Semiconductor chemical

-🤞Marine electric .

Reason 📊- New orders from DATA center

- 🤞HSCL .

Reason 📊- Battery chemicals .

-🤞Axiscade technology/ Sigma advance technology

Reason 📊- I have invested in both company.

-🤞 Shree refrigeration

- 🤞 Pondy oxide chemicals limited