I agree with your view on PETRONET LNG @kuttrapali26 madam
Petronet is undervalued and has not participated in the PSU rally yet
Screener shows intrinsic value as 578 VS CMP 246
Median PE 14 VS current PE 11
Valuation wise undervalued in comparison to historic valuations
Excellent dividend yield of 3%
Manufacturing is slowly coming into India
From Apple to
Airbus to
Boeing to
Addverb Technologies
India will be a hot manufacturing destination in the next 20 years🇮🇳🇮🇳
A thread🧵on how manufacturing is coming into India & how it is transforming the Indian economy?
Lets go👇
Ashoka Buildcon 🆚 Engineers India
🌟 Both the Company's Have Huge Potential in the infrastructure segment in the next Few Months💯 🔥✨,
👉 Both Company Analysis👇🔥.
A Thread🧵👇.
Every twitter handle is talking about Tata Power or PFC or Shilchar Technology but no one is talking about the next Tata Power 😁
Our analysis/timing need to be so much accurate that we should be able to identify the rally before the actual rally starts
I am not saying we will catch in bottom but atleast not whn the stock is 30-40% up🔥
We need to catch when the first breakout 7-10% move comes in 3-4 days ❤️
🏗️Kay Cee Energy & Infra Ltd: A micro-cap company expected to make a strong debut in the stock market.
🏗️IPO of the company was subscribed 1045 times😲🤑
Know more about the company🧵👇
@Jagadeesh0203@Vismaya9999 𝐀𝐈 𝐇𝐚𝐫𝐝𝐰𝐚𝐫𝐞 𝐝𝐫𝐢𝐯𝐞𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 (𝐒𝐭𝐫𝐨𝐧𝐠 𝐌𝐨𝐚𝐭)
Going with fabless companies best idea as it involves less manufacturing cost.
Fabs like TSMC involves higher manufacturing costs
https://t.co/CmqNji3xgO
✍️𝐀𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 (𝐀𝐈) 𝐒𝐭𝐨𝐜𝐤𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚
🤝Collaboration: @Vismaya9999
👉𝐀 𝐥𝐞𝐧𝐠𝐭𝐡𝐲 𝐭𝐡𝐫𝐞𝐚𝐝 𝐛𝐮𝐭 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠 𝐭𝐨 𝐫𝐞𝐚𝐝. 🧵
🌁𝐂𝐮𝐫𝐫𝐞𝐧𝐭 𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨:
Every company is trying to take the tag of Artificial Intelligence (AI) including Non-IT companies, portraying AI-based companies. Indian companies are not doing anything great to count as AI Companies. 99% of the companies are built around services, integration and backend only.
Most Indian IT companies are in a Weak AI zone and these companies may progress or get benefits in future. So before investing in any AI-related company, understand the real scenario and identify the company where it falls in the value chain of AI.
🌁𝐖𝐡𝐚𝐭 𝐢𝐬 𝐀𝐫𝐭𝐢𝐟𝐢𝐜𝐢𝐚𝐥 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 (𝐀𝐈)?
In simple words; artificial intelligence is the science of making machines think like humans. Remember that AI is not a sector, it is nothing but a component or extension of the IT Sector.
🌁𝐀𝐈 𝐃𝐚𝐭𝐚 𝐒𝐞𝐭𝐬 / 𝐃𝐚𝐭𝐚 𝐋𝐢𝐛𝐫𝐚𝐫𝐢𝐞𝐬 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 (𝐒𝐭𝐫𝐨𝐧𝐠 𝐌𝐨𝐚𝐭)
These companies are in a Strong AI zone and work based on the feeding of huge data and provide cognitive abilities to predict; for example search engines. A dataset acts as a teacher to teach the machine learning algorithm to make the predictions.
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐔𝐒𝐀
▪️Apple – Safari ▪️Amazon – AWS
▪️Facebook – META
▪️Microsoft – Bing (Copilot AI) ▪️Open AI – Chat GPT
▪️Google – Google Search (Gemini AI)
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐈𝐧𝐝𝐢𝐚
▪️Persistent Systems Ltd – GenAI
It provides Generative AI solutions (GenAI) and results. It has partnerships with AWS, IBM, Google, Microsoft, Salesforce etc
🌁𝐀𝐈 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐝𝐫𝐢𝐯𝐞𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 (𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐯𝐞 𝐒𝐩𝐚𝐜𝐞)
These companies develop customised software services so that clients can leverage AI solutions. These companies working on AI technologies to drive AI Growth such as - Machine learning (ML), Natural Language Processing (NLP), Computer Vision, Robotic Process Automation (RPA), Predictive Analytics, Cognitive Computing etc
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐔𝐒𝐀
▪️Accenture
▪️IBM
▪️Salesforce
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐈𝐧𝐝𝐢𝐚 (𝗟𝗮𝗿𝗴𝗲 𝗕𝗮𝘀𝗲)
▪️HCL Technologies Ltd ▪️Infosys Ltd ▪️LTIMindtree Ltd ▪️Tata Consultancy Services Ltd ▪️Tech Mahindra Ltd
▪️Wipro Ltd
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐈𝐧𝐝𝐢𝐚 (𝗠𝗶𝗱 / 𝗦𝗺𝗮𝗹𝗹 𝗕𝗮𝘀𝗲)
▪️Cyient Ltd
▪️Happiest Minds Technologies Ltd
▪️Intellect Design Arena Ltd
▪️Mphasis Ltd
🌁𝐀𝐈 𝐇𝐚𝐫𝐝𝐰𝐚𝐫𝐞 𝐝𝐫𝐢𝐯𝐞𝐧 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 (𝐒𝐭𝐫𝐨𝐧𝐠 𝐌𝐨𝐚𝐭)
Artificial intelligence requires a lot of computational power/abilities and it can be provided by Graphic Processing Units (GPUs) and AI Nano-chips.
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐔𝐒𝐀
▪️AMD
▪️IBM
▪️Intel
▪️NVIDIA
▪️SMCI
▪️TSMC
🏷️𝐒𝐭𝐨𝐜𝐤𝐬 – 𝐈𝐧𝐝𝐢𝐚
▪️Netweb Technologies India Ltd
(1/2)
🏢Sector in focus: Real estate
🏢 Real estate fortunes take a U-turn: From massive unsold inventory in 2019 to now having very low levels, the sector’s upswing could continue for years. 🏠📈
🏢 15 Micro & Small Caps paving their way to growth
📊General Elections 2024 Series
📊Sector: Infrastructure (Roads & Highways)
📊14 Mid & Small sized Companies from the Infrastructure space well positioned to capitalize on the 2024 Elections
[A thread...]🧵
Gues the company...?
All the Shares offloaded by promoters added by Fiis & Diis
Sector-underperformed till now
But now luks Very Gud
#stockmarkets#StocksToBuy
LGB forging
@stockguruindian
1. Hard chance that it will fail
2. CMP 10₹
3. Strong promoters holding, 73%
4. Other listed entity(LGB brothers) doing great
5. Forging business has great future.
6. I'm not a SEBI registered analyst views can be biased
ESM IS A GREAT, GREAT GREAT OPPORTUNITY!
TO HUNT DOWN UNDERVALUED MICROCAPS COMPANIES FOR THE WEALTH CREATION. ESM GIVES OPPORTUNITY TO ACCUMULATE COMPANIES BELOW RS 500 CR MARKET CAPITALISATION IN A SLOW AND STEADILY MANNER. IT IS BECAUSE A STOCK STAYS FOR 3 MONTHS IN THE ESM JAIL. MY NEXT 50-70 HOURS WILL GO DOWN FOR HUNTING UNDERVALUED MICROCAPS COMPANIES. IF THERE'S ANY VALUATION GAP PRESENT AND THERE'S A TRIGGER THOSE STOCKS WILL GIVE MULTIBAGGERS RETURNS.