vishwas hai toh mumkin hai.
#Learning#tweets for educational purpose
Thanks to @atulsingh_asan, @dillikibiili and @rohan_shenoy for helping in this journey.
इस पोस्ट को जरूर पढ़े अगर आपको पता करना है की किसी कंपनी को मिला ऑर्डर फेक है या genuine
-अगर कंपनी बार बार अपने क्लाइंट का नाम छुपा रही है, तो यह एक बड़ा रेड फ्लैग है।
अगर क्लाइंट का नाम दिया गया है और वह कोई भारतीय कंपनी है तो एमसीए की वेबसाइट पर जाकर उस कंपनी का स्टेटस चेक करें।
क्या वह कंपनी एक्टिव है?
उसका टर्नओवर कितना है?
कहीं वह कोई शेल कंपनी तो नहीं है जो सिर्फ कागजों पर चल रही हो?
-अगर foreign कंपनी है तो गूगल पर उस कंपनी के बारे में चेक करे ।
-अगर ऑर्डर रेलवे, डिफेंस, पावर ग्रिड, NHAI या किसी PSU की तरफ से मिला है, तो उसे आसानी से वेरीफाई किया जा सकता है उस विभाग की वेबसाइट के 'Tenders' या 'Award of Contract' सेक्शन में जाकर कंपनी का नाम और बिड अमाउंट सर्च करें।
वहां आपको टेंडर अलॉटमेंट का आधिकारिक डॉक्यूमेंट मिल जाएगा।
-कई बार प्रमोटर्स अपनी ही किसी सिस्टर कंसर्न या प्रमोटर-ग्रुप की कंपनी से अपनी लिस्टेड कंपनी को बड़ा ऑर्डर दिलवा देते हैं ताकि मार्केट में हाइप बनाई जा सके।
-अगर कोई बड़ा ऑर्डर मिला है और वह असली है, तो आने वाले क्वार्टर्स के फाइनेंशियल स्टेटमेंट्स में चेक करे की
क्या बैलेंस शीट में 'Current Liabilities' के तहत ग्राहकों से मिला एडवांस बढ़ा है जो की “ Advance from customers “ में दिखेगा ।
क्या कंपनी ने ऑर्डर पूरा करने के लिए Raw Material खरीदना शुरू किया है?
इससे उनकी इन्वेंट्री या CWIP में बढ़ोतरी दिखेगी।
-Order Book-to-Sales Ratio को चेक करे यह अगर ऑर्डर बुक लगातार बढ़ रही है लेकिन सेल्स में कोई बढ़ोतरी नहीं हो रही है, तो समझ जाएं कि ऑर्डर केवल कागजों पर हैं, जमीन पर नहीं।
#stockmarket
Fake sales can be found out by checking inventory turnover and Debtor turnover ratio.
Fake profit can be found out by checking cash flow and free cash flow along with debt to equity ratio.
Efficiency of promoters can be found out by checking Roe and Roce how they allocate capital.
#stockmarket
BEHAVIOURAL BIAS
(I know this stock will outperform,
Still I don't have conviction to buy that stock and hold untill it actually perform.)
This has been a common problem for most of people.
#stockmarket
What to look for in promoter or Management of a company...?
Here is my few points to look for:-
Knowing who runs the company is often more important than knowing what the company does.
Behind every great business, there’s usually a disciplined and trustworthy promoter.
And behind most wealth destroyers, there’s either greed, poor governance, or weak execution.
So before putting your money, ask a few simple but powerful questions:
👉 Who is the promoter?
👉 What has he promised in the past?
👉 Did he actually deliver it — on time and as promised?
Numbers change every quarter. Promoter quality doesn’t.
Study the people behind the numbers — because a bad business with a good promoter can still turn around, but a good business with a bad promoter will always end badly.
Look for this 15 points of promoter
1️⃣ Integrity: No fraud, no SEBI cases, honest in communication.
2️⃣ Transparency: Clear reporting, open in interviews and annual reports.
3️⃣ Promoter Holding: Higher the better; avoid high share pledging.
4️⃣ Capital Use: Spends wisely — not on fancy unrelated ventures.
5️⃣ Execution: Promises matched with delivery and timeline.
6️⃣ Governance: Strong board, reputed auditors, no delayed results.
7️⃣ Related Deals: No unfair transactions with promoter’s private firms.
8️⃣ Debt: Conservative debt policy, low leverage.
9️⃣ Minority Respect: Fair treatment in dividends, bonus, and dilution.
🔟 Succession Plan: Clear next-generation or professional leadership.
11️⃣ Innovation: Keeps adapting to new trends and tech.
12️⃣ Reputation: Good name among employees and industry peers.
13️⃣ Long-Term Focus: Talks business growth, not stock price.
14️⃣ Crisis Behaviour: Acts responsibly in tough times.
15️⃣ Shareholder Alignment: Buys shares on dips, avoids dilution.
✡✡✡✡✡✡✡✡✡✡✡✡✡
About Market
As per me we are close to start new leg of bull market. Most of the things are aligned for market to move upwards.
Yesterday news about trade deal between US and China at final stages can be good for sentiments.
Now hope India will also close the deal soon.
Stay invested
~~Akshay
My PERSONAL EXPERIENCE
We ,Retail investor,have a bad habit to make research over too many stocks each day.
Actually we want a magical stock which can make us Rich overnight.
But Too much Research don’t generate fruitful results,just opposite it diverts our attention.
Start with few companies by screening
Like debt free/High Roe &Roce above 20% , Dividend yields/market cap less than 1k cr. Etc.
Then sort out few which comes into your screen.
Read their Annual report and credit rating/Investor presentation which are available on screener.
Later check their valuation comparing Current PE with their 10 years PE.
Look for their sales growth and profit growth, check their cash flow patterns.
इतना मेहनत करना पड़ेगा तब जाकर अच्छा स्टॉक मिलेगा। और सोशल मीडिया से रेडीमेड स्टॉक की तलाश में रहेंगे तो फिर लॉस बढ़ेगा और साथ में हमेशा डर भी बना रहेगा
#StockMarket
@Newpuff2@bindal_deepak Looks like management is not serious on growth .
Needs to track one - two more result for conclusion
May be Raheja brothers knew something that we don’t