Arulg

[Arulg @rilasuar]

Wishing you a very respectful and joyous birthday, Ma’am.
Your dedication and guidance are truly appreciated. May you be blessed with health and happiness always. 🌸🎁

[Arulg @rilasuar]

Wishing you a very respectful and joyous birthday, Ma’am.
Your dedication and guidance are truly appreciated. May you be blessed with health and happiness always. 🌸🎁

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

Stocks to watch 👀

🔖Results

Zomato 👎
JP Power 👎
Paushak 👎

Adani ports 👍
Bondada Eng 👍
JSW Infra 👍
Paras Defe 👍
Railtel 👍
Skipper 👍
VBL 👍

🔖Orders

KP Energy (4.2N160 Wind turbines)

HBL Eng (145.83 Cr Kavach orders)

🔖Capex

Inox Green (675 MWp Solar assets)

Exide Ind (1,200 Cr Li Ion cell manufact)

🔖Auto Sales

Eicher Motors 👍
TVS Motors 👍

M&M 👍
Maruthi 👍
SML Isuzu 👍
VST Tillers 👍

Hyundai 👎
Tata Motors 👎

#stockstowatch

[Arulg @rilasuar]

@Vismaya9999 @ishmohit1 @soicfinance Wish you a happy Birthday sir

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

https://t.co/uY91izeJXU

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

Everyone can raise from ashes with planning n continuing dedication 🤞🏻

#Motivation

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

🔖Apollo Hospitals

Apollo Hospitals has wider network of hospitals in India (74 Hospitals including acquisitions) i.e 34 hospitals in North India and 30 hospitals in South India

Apollo Hospitals has ARPOB (Average revenue per occupied bed) is around 59,000 Plus with 70% bed occupancy and planning to expand bed capacity up to 3500+ by FY 28

🔖Narayana Health care

Narayana Health Care has 40 hospitals across Pan India geographic areas.

Narayana Health has ARPOB is around 104K Plus with 60-65% bed occupancy and planning for green field expansion and capex of around 800 Cr plus

🔖Max Health care

Max Health care has dominant network of hospitals in North India Region (22 Hospitals including acquisitions) i.e Delhi (13), Maharashtra (2), Punjab (2), Uttakhand (1) and UP (1).

Max Health care has ARPOB is around 75,000 Plus with 77% bed occupancy and planning to expand bed capacity up to 11000+ by FY 29 with capex of around 5,600 Cr

🔖Medanta

Medanta (Global Health care) has 6 hospitals in North India Region i.e Gurgaon, Indore, Lucknow, Noida, Patna, Ranchi 1 hospital in each geographical areas.

Medanta has ARPOB is around 63,000 Plus with 61% bed occupancy and planning to expand bed capacity up to 2900+ by FY 30 with capex of around 1800 Cr

🔖KIMS

KIMS has 12 hospitals in especially in South India geographic areas.

KIMS has ARPOB is around 32,000 Plus with 55% bed occupancy and planning to expand bed capacity up to 1500+ with capex of around 1700 Cr

🔖Fortis Health care

Fortis Health care has 36 hospitals in both national and international geographic areas.

Fortis Health has ARPOB is around 59,000 Plus with 69% bed occupancy and planning to expand bed capacity up to 6000+ by FY 28

🔖Compition

ARPOB is a critical parameter for hospital investment decisions, as it reflects revenue generation and pricing power. But, it should be analysed along with other metrics like bed occupancy, EBITDA margin, expansion plans, and geographic presence.

Max Healthcare and Apollo Hospitals are strong due to their balanced ARPOB, high occupancy, and expansion plans. Narayana Health is attractive for its high ARPOB but lower occupancy.

Apollo Hospitals can give compition to Max Healthcare. Max Healthcare has aggressive expansion and dominant presence in North India and Apollo Hospitals has balanced growth, strong Phanindra network, and brand reputation. Narayana Health has premium ARPOB and affordable care model.

With respect to Investment decision Narayana Health care can give compition to Max Health care with respect to Base effect, Equity base and ARPOB

Abhay soi is master mind behind Max healthcare and it can grow aggressively

✍️Note:

The values I have taken from recent data and please cross check before analysing and taking the decision

#maxhealthcare

[Arulg @rilasuar]

India competition watchdog approves Ambuja Cements' acquisition of Orient Cement https://t.co/LEst5OzTQX

[Jayalakshmi @Jayasateesh1]

📚Suzlon Energy ltd
✍️Company received order worth 204.75 MW from Jindal Green Wind 1 Pvt. Ltd. a subsidiary of Jindal Renewables.
✍️ This expands Suzlon's largest Commercial & Industrial (C&I) order to a cumulative capacity of 907.20 MW.

#vismaya26 #Suzlon

[Sudhakar Vemparala @srianalytics]

#Diwali_2024 Twitter University ideas/Portfolio's.
Considered Muhurat day Closing price as base price for these stocks

@Vismaya9999 @rdkriplani @gogrithekhabri
@pritesh_kakani @AnirbanManna10 @viveksingh2010
@Bjybnf @Abhi4Research @RTSTOCKVIEW
@MrTalkStock @ShortTermStock1 @metamayur
@Confident_AA @iam_Preesha @AimInvestments
@Aditya_joshi12 @dhuperji @DIALWEALTH_IN
@aswathiguna @Trading0secrets @Trader_ritvi
@iMicrocap @Deishma @xvi_harley @Mr_Chartist
@Intrinsic_cycle @saditya10p @SandeepKrJainTS
@MohitKarode1 @wealthexpress21 @TreasureHunt_TH
@MarketViewByPB @vandit_jain1994 @niveyshak
@ravinder_saluj @scout_stock @SnehaSSR
@talok253 @thefinvestor @rohaninvestor
@NAVofNav @FlamingoTrader_ @drprashantmish6
@sunilgurjar01 @sushilpathiyar @Stockstix
@manojgupta1979 @KhapreVishal @_ChartWizard_
@Curious_Shubh

[Jayalakshmi @Jayasateesh1]

📚Railtel Corporation of India Ltd received order worth Rs.26.37Cr
from Vice chairman, cuttack development authority

#vismaya26 #Railtel

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

International Gemological Institute (IGIL) - Q4FY24 Results

Good results on all aspects (YOY) - Revenues (23%) PAT (33%) and Margins (56%)

Maintained solid margins despite of acquisition 👍

#IGIL

[Arulg @rilasuar]

@Vismaya9999 Ma'am, you are the driving force behind the team's inspirational journey, inspiring and motivating us every step of the way.

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

I will never Quit Stock Markets 🤜

I will learn
I will learn fundamentals
I will learn charts
I will learn trading
I will learn investing
I will learn business

I will see the Bull markets
I will see the Bear Markets
I will see the dips
I will see the bottoms
I will see the tops

I will enjoy Bull & Bear fights
I will enjoy market experts gyan
I will enjoy stock market memes
I will enjoy market psychology
I will enjoy geopolitics

I will enjoy the blues
I will enjoy the fun

I will take the pain
I will take the gains

I will understand the markets
I will take the market experience

I will never lose my dreams
I will never lose hopes
I will never lose the Josh
I will never lose my passion
I will never spare my hardworking
I will never stop my curiosity & research

I will sustain in the markets 💚
I will buy all my dreams 🩵
I love stock markets ❤️

#stockmarketsindia

[IQBAL @Muhammed_iq_bal]

🔔 Heranba Industries' business model is built around a fully integrated approach to agrochemical manufacturing, with a strong presence in both domestic and international markets.

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

JBM Auto - Price correction

Now many Twitter analysts telling it’s overvalued and orders got factored in price but Let me say something before talking about this company

At present market conditions, any company either its overvalued or undervalued or posting good results or bad results, giving good guidance or not, every stock getting hammered badly

When stock is rallying in bull markets, people say its PE expansion despite any factor and when stock is correcting with overall market sentiments, then say PE de-rating and valuation adjustments

Ok consider, for JBM Auto all the earnings factored in for 2026, is that company won’t be able to get new orders or strategic moves or partnerships further? Being long-term investor don’t just focus only on dynamic events which happening but look for further

When you feel the stock is good and business is good and it’s overvalued; then take the small position and gradually increase your allocation in opportunities.

Many people miss the good stocks thinking of entry valuations without even understanding future potential @_Sandeep09

In the past 4 years of my stock market journey, multiple times I spoke about JBM Auto, EV Bus adaptation, state government focus on EV buses for public transport adaptation and JBM focus and leadership in EV Buses.

I was tracking this stock since 150 to 160 and mentioned many times as a good company and has its potential, the stock has been corrected nearly 30% YOY and 50% from its ATH but still am holding.

@1Health2Wealth Used to say see the business beyond Screener and numbers - that reminds me many times not to depend blindly on screener and take the decision on numbers. One should able to study and see the business beyond the screener numbers

Now let’s see brief about JBM Auto

JBM Auto, has significantly expanded its OEM business over the past few years, focusing on EV bus production. Despite 30% YOY stock correction, the company maintains a premium valuation.

🔖EV Business

JBM currently operates 1,200 E-buses across major Indian cities, including Bangalore, Hyderabad, Mumbai, Delhi, and Ahmedabad, and JBM auto is the first company to introduce India's first 9-meter low-floor AC e-bus in Delhi.

JBM has established dedicated e-bus manufacturing facility in the Delhi-NCR region with a production capacity of up to 20,000 units.

🔖Order book

JBM holds an order book exceeding 5,000 e-buses, including a significant contract from CESL under the PM e-Bus Sewa scheme to operate 1,390 e-buses, valued at INR 7,500 crore.

Recently on 19 Feb 2025, JBM Ecolife Mobility Private Limited has secured 5,500 Cr tender under the PM-eBus Sewa Scheme (Tender-II). This contract involves execution of 1,021 electric buses around 19 cities across Gujarat, Maharashtra and Haryana.

🔖EV Bus deliveries

Company is scheduled to deliver 2,500 E-buses in FY25 and an estimated 3,000 in FY26.

Company has got Strategic Partnerships with MUON India (Macquarie Group) for the deployment of 2,000+ e-buses over two years.

Recently JBM Auto delivered 50 E-buses to Telangana with 450 additional buses to be delivered soon.

🔖Funding

JBM secured $100 million (834 Cr) funding from the Asian Development Bank and the Asian Infrastructure Investment Bank to support the deployment of 650+ e-buses across India.

🔖Guidance

JBM forecasts a topline of 6,500 crore for FY25, up from 5,000 crore in FY24, with the EV business expected to contribute around 3,000 crore.

🔖Future growth potential

Anticipates State Transport Utilities' demand for EV buses to reach 150,000 units within seven years. The Government of India aims to convert 800,000 diesel buses to electric.

PM e-Bus Sewa scheme, with an outlay of 3,400+ Cr, supports e-bus procurement. The Union Cabinet has approved the deployment of over 38,000 e-buses within the next five years under this scheme

Despite having competition from Ashok Leyland, Tata Motors, M&M and Olectra Green; JBM is continuing its show @BNuthan

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

✍️Quality Power Electrical Equipment Ltd

IPO Listing ended with discounted price to IPO Price

There are unseen concerns over some kind of trickling of some parameters with makeup as usual like other IPOs before going to public just like to debut new actress with all PR stunts 😀

Let’s see some information about the company and decide 👇🏻

Quality Power Electrical Equipment Ltd is engaged in the business of critical energy transition equipment and power technologies

Company provides high-voltage electrical equipment and solutions for electrical grid connectivity and energy transition, specializing in power generation, transmission, distribution, and automation sectors.

Company is one of the few global manufacturers of critical high-voltage equipment for High Voltage Direct Current (HVDC) and Flexible Alternating Current Transmission Systems (FACTS)

Company had 143 customers across various sectors spreading over 100 countries, including power utilities, renewable energy companies, and industries such as automobiles, oil & gas, cement, chemicals, railways, steel, and metals

🔖Quantitative – Positives

Net Debt Free
No pledging of shares
Good Positive cash flows (100 Cr)
Good ROE (42%), ROCE (31%) & PAT margins (27.4%)

🔖Quantitative – Average

Less PE (median 84) when compared to peers

Less PB (average 7) when compared to peers

🔖Qualitative – Strengths

Company can scale up with growing power needs and infrastructure spending especially in power transmission

Products have a high switching cost for customers which acts as an entry barrier. The customers have a specific pre approval criteria, testing of products before marking them qualifying.

🔖Qualitative - Opportunities

High-voltage direct current and flexible alternating current transmission systems is currently growing at a compound annual growth rate of 75% So opportunities will be there domestically and Globally.

Company have comprehensive product portfolio in HVDC and SATCOM technologies which is vital for green energy transmission.

Global HVDC and FACTS market is set to grow at a CAGR of 75-80% by FY-28, while India's market is expected to grow at 60-65% by FY-28.

Company can receive good orders from recently announced HVDC projects and execution will not be an issue as they currently have cash of over INR 100cr on the books.

🔖Qualitative – Risks

This industry is capital intensive and highly competitive, with several organised players like Hitachi Energy, GE Vernova and more.

#qualitypoweripo

[Praveen Kumar_PK @Praveen12Pranis]

📌Indian Logistics Sector – Eco System :

📊Key Growth Drivers : 🧵

👉Indian govt. has launched initiatives like the National Logistics Policy (NLP) & PM Gati Shakti National Master Plan to improve logistics efficiency & reduce costs.

▶️These initiatives aim to integrate multimodal transport infrastructure.

➡️ The rapid growth of E-commerce in India has increased demand for efficient logistics services, particularly in last-mile delivery

[Dr Vismaya VR ✨Enigma✨ @Vismaya9999]

💚

[CA Vivek Khatri @CaVivekkhatri]

Tax Harvesting in India: Save Part of Capital Gains Tax

Most investors overpay taxes without knowing this simple trick.

Tax harvesting is a 100% legal way to reduce your tax bill and optimize profits.

A must-know strategy for every Indian investor! 🧵👇