Gaurav

KK ❤️

[Gaurav @stevgaurav]

@knifebully I have already read following books:-

1. How to make money in stocks by william J O Neil
2. Both Mark minervini books u mentioned

Now i am looking to read stan weinstein’s book but u mentioned there is no need so which book should i read now ?

[ishmohit @ishmohit1]

Some trends I have been reading about:

1. Countries like Switzerland have prospered due to their focus on high value add and low volume niche manufacturing goods. Focus on value addition has helped them escape the high volume commoditised industries.

2. Textile exports from India will have a bumper year in FY27. Last years base is a friend due to de stocking and multiple FTAs will contribute to overall growth rates.

3. Peptides are the new growth vector for Pharma Cdmo cos. Margins are higher tides (Peptides+oligonucleotides). Some of the Cdmo companies will surprise big time vs the street estimates. You can read more about it here-

https://t.co/JCP17dD5rL

4. Memory shortage is here to stay and as per SK Hynix’s CEO, the tight market can last well into 2030s. Nvidias gross profit margin was impacted due to Higher memory prices this Quarter. Look out for optically higher growth for distributors in India and for companies in refurbished laptops.

5. AI trend is here to stay given Nvidia upped its guidance. The next frontier will be the physical manifestation of AI via humanoids. Bearings companies and forging companies will the ones who will be exposed to this optionality. Given humanoids need human joints like dexterity to move and pick up things. Chinese Humanoid games is a must watch to understand this upcoming trend.

6. In some places in the chemical industry. Chinese shutdown again is going to last for multiple years. As the anti involution drive is gathering pace and subsidies have been withdrawn in spaces like xantheine, dyes, pigments & few other bulk chemicals. Even for Amines there is a trend of firm prices post the shutdown in Middle East caused by war.

7. Indian 2W EV adoption is going through an S curve at the moment. Where adoption is exploding+Ecosystem for battery manufacturing for EV & Bess is taking shape in India. This is a space where solar was in 2017-2019. We have to wait for more positive government policies to come here.

8. Software companies in US have started rallying and select few which have far better growth rates in India vs frontline index have started doing well here too. Is the tide turning for good product companies? (just check sales force chart)

9. We are in a world where Europes own decisions like Russian Gas dependence, Over regulation, wage hikes etc have led to de industrialisation. I was speaking to few forging guys from the industry. Multiple plants from Europe are on the blocks due to unviable power costs to do forging and manufacturing. This business is shifting. Let’s see if Indian cos can capitalise on this mega trend.

[Gaurav @stevgaurav]

@knifebully Yes

[Gaurav @stevgaurav]

@knifebully Which themes?

[Ankur Warikoo @warikoo]

5 money rules that we follow as a couple aged 45yrs, with 2 kids aged 15 and 9.

[S.R. @SR_9220]

Guys I am asking again what one needs to do after a law degree to get a chance to live life in such a beautiful country.

[Gaurav @stevgaurav]

@Akashshah141486 @wegro_app Bhai kya lg rha jay bharat maruti ka ab?

[Gaurav @stevgaurav]

@MithunSarkari I have senores, rubicon , shilpa and Sakar.

[Gaurav @stevgaurav]

@bmkreddy8 @SureshKBN Site name please

[Gaurav @stevgaurav]

@shiladitya4u Which books will you recommend? I have read William J o neil and both Mark minervini’books. Anything else?

[kumar saurabh @suru27]

One of the best ways to look for new ideas is to look for sectors where there are higher % of companies delivering impressive result. Below table highlights % of companies in every sector which have given double digit sales PAT growth in Q1FY27.

Full Q1 FY27 sector breakdown and detailed analysis here: https://t.co/8j5nafQ5R7

Disc: Not a buy or sell recommendation.
Jaima Scientific Ventures LLP, SEBI RIA (INA000021030)

#ScientificInvesting #MarketManthan #SIMBA

[Mithun Sarkar @MithunSarkari]

Guidance Upgrades : Q1 FY27

Companies that raised guidance in Q1 Concall or after Numbers :

1. Cupid
2. Sterlite tech
3. Mtar hinted ( actually they didnt raise bloom raised ) 😀
4. TD power
5. Kwality pharma
6. Rate gain
7. Muthoot microfinance
8. Sky Gold
9. Gng Electronics
10. Avalon Tech
11. Shadowfax
12. Onemi(Kissht)
13. Credit access( hinted)
14. Syrma sgs ( hinted)
15. Ujjivan sfb

Please comment if anything missed.
Hope this helps .

[Mithun Sarkar @MithunSarkari]

Guidance upgrades Q1FY27 : Part-2
Companies who have upgraded their guidance after Q1 .

Firstly thanks to all my friends who interacted and given their inputs , so here again adding few more cos 👉

16. HFCL
17. Mac Power CNC
18. Gland Pharma
19. Moldtek Tech
20. Yasho Ind
21. Neogen chemicals
22. Concor
23. Galaxy surfactants
24. EPL Ltd.
25. Kei Industries
26 Apollo hospitals
27. Radico khaitan
28. Rubicon Research

No Recommendation.
Just for studying .

Hope this helps 🙏

[Gnyanad Bhatt @Asset_Architect]

🔥 TOP 75 Q1 FY27 RESULTS — MY FINAL LIST 🔥

I scanned thousands of Q1 results, checked YoY growth + weekly/monthly charts + volume + underlying strength and narrowed it down to these 75 names.

This is the only list I’d study for the next 12 months. 📈

1️⃣ SG Finserv
2️⃣ Raghav Productivity
3️⃣ GNA Axles
4️⃣ 360 ONE
5️⃣ Poonawalla Fincorp
6️⃣ Tatva Chintan Pharma & Chemical
7️⃣ Bhansali Engineering
8️⃣ Adani Energy Solutions
9️⃣ E2E Networks
🔟 Bajaj Auto
1️⃣1️⃣ Nureca
1️⃣2️⃣ Jubilant Ingrevia
1️⃣3️⃣ OFSS
1️⃣4️⃣ CreditAccess Grameen
1️⃣5️⃣ GP Petroleum
1️⃣6️⃣ Dr Lal PathLabs
1️⃣7️⃣ Monolithisch India
1️⃣8️⃣ Antelopus Selan Energy
1️⃣9️⃣ Balaji Amines
2️⃣0️⃣ Alkyl Amines
2️⃣1️⃣ Coforge
2️⃣2️⃣ Deep Industries
2️⃣3️⃣ Capri Global Capital
2️⃣4️⃣ Century Enka
2️⃣5️⃣ Balkrishna Industries
2️⃣6️⃣ Star Health
2️⃣7️⃣ Laxmi Organic Industries
2️⃣8️⃣ Filatex India
2️⃣9️⃣ Ajanta Pharma
3️⃣0️⃣ Exide Industries
3️⃣1️⃣ Aarti Surfactants
3️⃣2️⃣ Gulf Oil Lubricants
3️⃣3️⃣ Unimech Aerospace
3️⃣4️⃣ Restaurant Brands Asia
3️⃣5️⃣ Ethos
3️⃣6️⃣ KDDL
3️⃣7️⃣ Birla Cable
3️⃣8️⃣ BASF India
3️⃣9️⃣ Pidilite Industries
4️⃣0️⃣ Morepen Laboratories
4️⃣1️⃣ United Foodbrands
4️⃣2️⃣ IG Petrochemicals
4️⃣3️⃣ Nahar Capital
4️⃣4️⃣ Pearl Global Industries
4️⃣5️⃣ Savita Oil Technologies
4️⃣6️⃣ Albert David
4️⃣7️⃣ Mold-Tek Technologies
4️⃣8️⃣ Standard Engineering
4️⃣9️⃣ Arvind SmartSpaces
5️⃣0️⃣ Bector Foods
5️⃣1️⃣ Electronics Mart India
5️⃣2️⃣ Shivalik Bimetal Controls (SBCL)
5️⃣3️⃣ Ramco Industries
5️⃣4️⃣ IOL Chemicals & Pharmaceuticals
5️⃣5️⃣ Standard Industries
5️⃣6️⃣ Ind-Swift Laboratories
5️⃣7️⃣ Kolte-Patil Developers
5️⃣8️⃣ TD Power Systems
5️⃣9️⃣ TCPL Packaging
6️⃣0️⃣ Tamilnadu Petroproducts
6️⃣1️⃣ Unichem Laboratories
6️⃣2️⃣ KMC Speciality Hospitals
6️⃣3️⃣ Galaxy Surfactants
6️⃣4️⃣ Arrow Greentech
6️⃣5️⃣ AksharChem India
6️⃣6️⃣ Gandhi Special Tubes
6️⃣7️⃣ Tasty Bite Eatables
6️⃣8️⃣ Panama Petrochem
6️⃣9️⃣ Gujarat Fluorochemicals
7️⃣0️⃣ Sahyadri Industries
7️⃣1️⃣ Munjal Auto Industries
7️⃣2️⃣ Divgi TorqTransfer Systems
7️⃣3️⃣ Polyplex Corporation
7️⃣4️⃣ Unichem Laboratories
7️⃣5️⃣ Shilpa Medicare

Bookmark this. You dont need any other list. 📌

These aren’t random names. These are the 75 I want in my portfolio after Q1 FY27. 🔥📈

[Gnyanad Bhatt @Asset_Architect]

THE #Q1FY27 RESULT HUNT IS ALMOST DONE. 🔎📊

~4,000 companies have already posted their Q1 numbers.

I filtered them down to just 350–360 good results in that Result thread → that’s barely ~9% of the entire results.

But even 350 is too many so I went deeper and shortlisted favourite ~150–160 names ( roughly the top 4% ) of all companies.

And I’m still not done.

Now I’ll go through their charts + management commentary + growth guidance and cut this list even further to say 70-80 names ( top 2% of all the results )

The last month has been exhausting… whatever I’m doing today should make Diwali with family a little sweeter. 🥹💰

Final list hopefully drops tomorrow.

❤️ Like + 🔁 Repost + 🔔 Turn notifications on.

The final Q1 FY27 shortlist is coming. 📈🔥

[Shiladitya @shiladitya4u]

Q1FY27 results has been overall a banger for mid/small & microcaps.

Here is the list I am tracking ( not exhaustive) -
Aegis Logistics
Avalon Tech
Balkrishna Industries
Beta Drugs
Bluestone Jewellery
Cyient DLM
Deep Industries
Ethos
Garware Hitech
Goldiam
Goodluck India
HFCL
Lloyds engineering
Menon bearning
Macpower CNC
MPS
Navin Fluorine
Pricol
RR Kabel
Ramkrishna Forging
Rategain
Restaurant Brands
Redington
Sakar Healthcare
Shilpa Medicare
Senores Pharma
SG Mart
SG Finserve
Shivalik Bimetal
Shadowfax
Sterlite Tech
SSWL
Syrma SGS
Tanfac
Tamilnad Mercantile Bank
Ujjivan SFB
Uniparts
Universal cables
Welspunb Corp
Yasho Indisustries
...........................
This is not an investment advise.
Please do your own due diligence before investing.

[Gaurav @stevgaurav]

@Akashshah141486 @wegro_app Lower circuit maar rha hai 2 din se. I am stuck at 161

[Gaurav @stevgaurav]

@Akashshah141486 @stocksbyrishabh Result toh ghtiya aaya hai

[Gaurav @stevgaurav]

@MithunSarkari But why has its share price not moving for last 1 month?

[Mithun Sarkar @MithunSarkari]

The new Oportunity list :
Q1, FY27

Only for study and observation purpose .
No buy/ sell recommendations.

I have taken some inputs and added sector, key triggers and guidance .

Please find below .
https://t.co/gzs3pqGkxa