Munnu Pal

Good as well as bad
Tweets are personal opinions . Not recommendations

[Munnu Pal @pal_munnu]

@ITGDsports T a t r

[Munnu Pal @pal_munnu]

@Murthy_Santhosh Sir it is falling . What to do with this

[Rupeezy @RupeezyOfficial]

👉 small cap stocks

🌟 A list of 10 stocks 🧵👇

👉 A thread 👇

1. Akums Drugs and pharmaceuticals Limited

[Ashish Malani @malani4u]

@Jinendr20721228 Danlaw, Aeron, Classic Electrodes, De neers, Esconet Tech, Eleganz Interior, Quality Power, Manorama Industries.

[Ashish Malani @malani4u]

Next 12-18 months should be very very good in small and microcaps.
Many portfolio stocks down 40-70%.
The selling has been brutal , but real value has started to emerge.
Many stocks now available at 5-10x PE. Some stocks have come at good valuations.
Stocks in Capital Goods , Data Center ecosystem, Power Equipments, Waste2Wealth, AI(Cybersecurity) , CDMOs will see a good structural industrial tailwind for next few years.
Some mircocaps are at par or even below book value. Even good companies have been oversold. Time to go aggressive in buying now. Many things have started to look attractive, companies that will deliver good numbers for H2 FY26 can see huge re rating once liquidity returns, which it surely will.
Here is a list of compaies I am tracking and liking ( Holding some ).
Do suggest more companies worth tracking.
List of stocks I am tracking

Micorcap Stocks 50-5000 cr mcap

Esconet Tech
Danlaw Tech
De Neers
Eleganz Interior
Aeron Composites
Classic Electrodes
Fischer Medical Ventures
Mangalam Organics
Fredun Pharma
Suba Hotels
Pajson Agro
Shivalic Power
Creative Graphics
Ameya Precision
GG automotive
SD RETAIL
SM auto
JAYKAY enterprises
Zappfresh(DSM fresh foods)
Dynacon Systems and Solution
Fischer Medical
Unified Data Tech
Modern Insulators
Ngl fine
GP eco
Utssav Gold
PNGS Gargi
PNGS Reva

Orient Technologies
Igarashi Motors
Arman Finance
Shree Refrigeration
Sattrix Cybersecurity
MonicaAlcobev
Avantel
Gaudiuam IVF
ABS Marine
Exato

Small Caps > 5000 cr mcap
Manorama
Anantraj
Hitachi Energy
Quality Power
Rajesh Power
Privi Speciality
Acutaas(Ami)
E2E networks
Sg Mart
Axiscades
Godfry Phillps
Advait Infra
Shaily Engineerring
Landmark Cars
Carborendum Universal
Blackbox
Netweb

[Jack @jackcoder0]

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

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[Vishal Trehan_SEBI Registered RA (INH00O016816) @Risk_to_Reward]

Many folks have chose Banking and especially HDFC Bank. Good to see that people realize that value buying during fear markets

Then another investor favorite is CDSL and BSE, which are essential to growing Capital Markets in India

Third i found L&T said by many which means investors believe in Infra building story of India and ready to bet on Leaders who are taking it forward

List with many replies is as follows

@FulsinghPatil
- Netweb- Information Technology
- E2E- Information Technology
- Shriram finance- NBFC
- Shriram pistons- Automotive

@Rupammondal123
- Reliance Industries- Petroleum, Retail & Telecom
- Tata Power- Power Generation & Distribution

@Ksktweetz
- Bajaj Finance- NBFC
- HAL - Defense

@BAjayKumar97020
- Praj Industries - Engineering & Capital Goods
- Balrampur chinni - Food Processing

@Nifty50Shades
- Nifty Bees - Index/ETF
- Bank Bees - Index/ETF

@SUDHIRT64354301
- HDFC- Banking
- Edelwiess financial - NBFC

@tonitrades_
- CDSL- Capital Market Infrastructure
- Angel One - Stock Broking

@Profitshark99
- MBAPL - Information Technology
- Krishana Poschem -Chemical Manufacturing

@balakoteswar
- ITC - FMCG & Tobacco
- HDFC BANK - Banking

@SidNayak7
- Viviana Power - Power Generation
- Krishna Defence - Defense & Aerospace

@TopIn20935
- Aeroflex - Aerospace & Defense
- Yatharth - Hospitals
- SJS enterprise- Manufacturing
- Sky gold -Gold/Precious Metals
- Waaree- Renewable Energy
- Neogen - chemicals

@ess_aggarwal
- Shakti pumps- Water pumps
- Action construction- JCB competitor

@VinodPanneer
- ITC- Tobacco
- TCS - Information Technology

@shaikpasha100
- HDFC BANK - Banking
- BAJAJ FINANCE- NBFC

@Saket_Speaks
- Beta Drugs- Pharmaceuticals
- Black Box- Data centers theme

@shanksbala
- The Anup Engineering - Industrial Products
- shakti pumps- Pumps Manufacturing
- Transrail lighting - Heavy Electrical Equipment

@dijujacobmv
- BSE- Capital market Infrastructure
- BEL- Defense and Electronics
- VBL- FMCG
- Trent- Clothing
- Astral ltd - Pipes
- Bajaj finance- NBFC
- UNO minda- Automotive
- L&T- Engineering & Construction
- Caplin point lab- Pharmaceuticals
- Affle 3i Ltd - Information Technology
- Radico Kaithan- Breweries
- India Glycols - Breweries & Distilleries
- Titan - Gems, Jewellery And Watches
- Redington India- Largest seller of Apple products in India
- Pidilite Industries- Specialty Chemicals
- CAMS - Capital Market Infrastructure

@RajivGandh92667
- CDSL- Capital Market Infrastructure
- HUDCO- NBFC
- DLF- Real Estate
- IDFC First bank- Bank
- Hero motocorp- Automotive
- Shoba - Real Estate
- Jindal saw -Iron & Steel Products
- HFCL - Telecom Infrastructure

@RajeevNxt
- GMDC - Minerals
- OLECTRA GREENTECH- Electric Buses

@zaipalreddy
- ICICI bank -Bank
- Reliance - Petroleum, Retail & Telecom

@RaiBishamber
- Canara bank - Bank
- Lupin- Pharmaceuticals

@Sreejith1510
- L&T- Engineering & Construction
- Vatech Wabag - Water projects
- eMudhra- electronic signatures

@venkhats
- ITC- Tobacco
- Wipro- Information Technology

@dashingboy2024
- BSE- Capital Market Infrastructure
- Aurhum Investment- NBFC
- L T foods - Consumer Goods
- Natco pharma - Pharmaceuticals

@saibharath616
- HDFCBank
- KotakBank

@deepuuu123
- Paradeep Phosphates - Chemical
- Epack Durable - AC manufacturer

@Patel18snehal
- JP POWER - Power Production
- Vodafone Idea - Telecom

@JigarSh
- HDFCBank
- L&T- Engineering & Construction

@Cr7Saurab9916
- BSE- Capital Market Infrastructure
- CDSL- Capital Market Infrastructure

@Randhir22347277
- Apollo Micro Systems- Aerospace & Defense
- REC- Electrification

@VikramSMurugan7
- Bajaj finance- NBFC
- TVS motors- Automotive
- CDSL- Capital Market Infrastructure
- SBIBank

@ARavich90815864
- BSE- Capital Market Infrastructure
- L&T- Engineering & Construction
- Titan- Gems, Jewellery And Watches
- Dixon technologies- Electronic manufacturing

@rick24red
- HDFCBank
- Mazagaon Dock- Ship Building

@_neo_the_1
- ICICI bank
-L&T- Engineering & Construction

@vishal_jain0011
- Polycab- Wires
- Hdfc bank

@MananJhaveris
- NCC- Road Construction
- Hdfc bank

@myusufhaider
- CDSL- Capital Market Infrastructure
- L T- Engineering & Construction

@akayspatil
- Belrise- Automotive
- Qpower- Railways
- Taril- Transformers

@Sarabje31426399
- Sail- Steel
- Trent- Clothing

@DG3158292025857
- Linde India- Industrial Gases
- L&T- Engineering & Construction

@Subash_Anjuru
- PNBBank
- MHAHBANK

@ranjeet1609
- Bharti airtel- Telecom
- HDFC AMC- Mutual Fund

@TusharSoni2005
- Reliance industries- Petroleum, Retail & Telecom
- Gold ETFs

[Shubham @shubham1492]

As mentioned in my previous post, here’s another set of 15 small-cap/SME stocks that I feel are solid businesses with strong growth triggers, capex in place, and improving fundamentals.

Worth studying them, especially in the current market phase

1 Bhagyanagar India
2 Chandan Healthcare
3 Sahana Systems
4 KCEIL
5 MVGJL
6 Ceinsys Tech
7 Creative Graphics
8 Safe Enterprises
9 Vinyas Innovative
10 Namo eWaste
11 Osel Devices
12 Hoac Foods
13 Flysbs Aviation
14 Afcom Holdings
15 RNIT AI

Important Disclaimers:
• All data points are based on concall notes, investor presentations, annual reports, company updates, or assumptions based on past performance for FY26 PAT and FY26 PE calculations.
• These numbers are estimates and can go wrong, so please do your own due diligence before investing.
• This is not a buy/sell recommendation
• To avoid unnecessary conflict, I have not considered what PE these companies may get — you can apply your own assumptions to calculate upside
• Any future equity dilution is not factored in
• The idea is to understand: How these companies can perform if they execute as per their guidance

[The Value Trader @TheThevaluetrad]

📌 Stock 3 : Redtape

🔎 Detailed Analysis dropping today at 8.30 PM

What’s inside?
✅ Business Overview
✅ Financial Snapshot
✅ In-depth Analysis
✅ Peer Comparison
✅ Thesis Pointers

Stay tuned & follow
@thethevaluetrad

to not miss it!✨✌️

[Munnu Pal @pal_munnu]

@Nalanda_index Maximum pay out of day will be 800 rs per day think about driving bike in polluted and potholes and speed breakers and Rash drivers and signals for 150 kms.

[Munnu Pal @pal_munnu]

@Nalanda_index Petrol consumption will be 2.5 to 3 litres. Then bike maintenance cost in addition to it. If you get 800 to 900 rs . Subtract 300 rs. It will be 600 rs per day work. In addition they will be paid incentives of rs. 200 to 300 approximately with a lot of conditions for incentive

[Munnu Pal @pal_munnu]

@Nalanda_index The maths works like this . For 1 delivery at Instamart for a distance of 6 km is approximately 40 to 45 rupees. In cities maximum delivery in 8 hours work after all the Wait for the order and travel time will be 20 orders without taking any break. It is a travel of 120 kms

[Munnu Pal @pal_munnu]

@FI_InvestIndia @MumbaiPolice @mybmc He is doing this in front of his child. So she will be thinking it is not wrong and in future she will be doing it without any guilt

[Munnu Pal @pal_munnu]

@1DAVID92 @AhmedGT_ @AshuKharwa66211 @avnisharya123 @imArshit @GarhManmohan @vivek23mishra @Mushara78386844 What about power play and field restrictions in addition to the batting friendly pitches to entertain the crowd

[Munnu Pal @pal_munnu]

@vectoronix @1DAVID92 @AhmedGT_ @AshuKharwa66211 @avnisharya123 @imArshit @GarhManmohan @vivek23mishra @Mushara78386844 What about power play and field restrictions in addition to the batting friendly pitches to entertain the crowd

[𝗩𝗲𝗱𝗮𝗰𝗵𝗮𝗿𝘆𝗮 @acharyaveda_]

रात्रि ��यन से पूर्व 7 बार बोलें ये शक्तिशाली बीज मंत्र सुबह पाएँ गुड न्यूज...

[वैद्य जी @gharelupath]

राहु देव इतना पैसा देंगे कि संभालना मुश्किल हो जाएगा...

[Munnu Pal @pal_munnu]

@i_amArko Can you post before the move has occurred

[KnowledgeX @SudhirN94847744]

Why some investors turn Crorepatis?

Listen to this short 2:49 minutes video, in which Warren Buffett explains his secret.

Best thing - anyone can develop this.✌️

[TheAlpha10X @TheAlpha10X]

✅15 Stocks List: DON'T MISS it

1. MASSIVE Profit Growth
100%+ 🔥

2. LOW valuation
PE under 20 ⚡