Ujjwal Kanodia

Software Engineer | Positional Investor | Learning Stock Market | Tweets for educational purpose

[Ujjwal Kanodia @ujjwal_k23]

I usually share stocks that are part of my portfolio along with technical charts. I post only when i get time as i have a full time job also.
Don't buy blindly as i don't have 100% accuracy. My posts are not a buy/sell recommendation & are meant to be for educational purpose.

[Ujjwal Kanodia @ujjwal_k23]

@VVVStockAnalyst https://t.co/EhJlwG0ajT

This is due to this.

[Ujjwal Kanodia @ujjwal_k23]

@thechartist26 Sir, is this a flag ? Would you keep this in your watchlist ?

[Ujjwal Kanodia @ujjwal_k23]

This is in my watchlist. Fundaments shared last week. Technically also solid. Decent pullback to 10 EMA and bounce off from there.
Open for views.

[Ujjwal Kanodia @ujjwal_k23]

@ashish_negi105 @Rajbakawat @ShridhantS https://t.co/eHYOoQDISK

[Ujjwal Kanodia @ujjwal_k23]

@ashish_negi105 @Rajbakawat @ShridhantS interview of MD on ndtv profit today

[Sekhar @LearningEleven]

Fujikura is raising prices on data center cables to beat outlook

Fujikura is one of the world's leading optical fiber cable (OFC) manufacturers. Like most global OFC companies, its stock delivered an extraordinary rally over the last 15 months.

However, after reporting earnings in mid-May 2026, Fujikura's shares plunged more than 40% within days.

The sharp correction was driven by concerns over production capacity bottlenecks, intensifying competition, and supply chain constraints. The company also issued annual and three-year profit guidance that came in well below consensus expectations. Investors, who were anticipating rapid capacity expansion and volume-led growth, were disappointed by the conservative outlook.

Yet, the stock has since staged an equally impressive recovery and is now approaching its previous highs.

The market eventually recognized that meaningful revenue growth did not require large incremental capital expenditure in the near term. Instead, acute global supply shortages significantly strengthened Fujikura's pricing power, enabling the company to implement price hikes of nearly 30%. The investment narrative shifted from being a volume expansion story to a pricing power and margin expansion story.

That change in perception was reinforced when Fujikura raised its profit guidance by 47% in June, validating the thesis and triggering a sharp reversal in the stock.

[Ujjwal Kanodia @ujjwal_k23]

@AimInvestments Yes

[Ujjwal Kanodia @ujjwal_k23]

Good read on MSTC. Company going to close its legacy business business of trading and will be focusing on it's asset light business of exchange. https://t.co/H8ldm4jXIP

[Ujjwal Kanodia @ujjwal_k23]

@Setups_Swing Please share

[Ujjwal Kanodia @ujjwal_k23]

@SureshKBN @svikrms Sir, how to learn valuation modelling. How to decide what PE a stock may get based on future projections.

[Adity Arora @ArrushAdityadev]

Tell me your DOB and I will tell about your life and pain point.

Like and retweet must for quick response

[Ujjwal Kanodia @ujjwal_k23]

@ArrushAdityadev 999639X888

[Ujjwal Kanodia @ujjwal_k23]

@navneet2400 @nileshkurhade Rajesh Power has also done exchange filing today.

[Ujjwal Kanodia @ujjwal_k23]

@navneet2400 @nileshkurhade You can check tender allocation details here.
https://t.co/j9EPYZLHBs

[Ujjwal Kanodia @ujjwal_k23]

@investor_sr33 This BESS was awarded in November. They just informed to exchange now. Even rajesh power has got this order of approx same value.

[Ujjwal Kanodia @ujjwal_k23]

@nileshkurhade When will oriana power circuit change.. Been months since it is at 5% circuit.

[Ujjwal Kanodia @ujjwal_k23]

@namma_vjy Which section on meteologix

[Ujjwal Kanodia @ujjwal_k23]

@allindiaweather @grok which app is this ?