CA Vedant Sarda

Investment Analyst at Nirmal Bang PMS,
View is totally personal any kind of post is not an Investment recommendation to the people reading it.

[CA Vedant Sarda @vedaantz]

@bawabehtreen 290 in short term

[CA Vedant Sarda @vedaantz]

@willowwhis22170 Weights of Adani stocks increased, so there should be buying in stocks. Price should increase, ideally why it fell so much?

[CA Vedant Sarda @vedaantz]

@A_K_Mandhan ₹2.5 lakh/10g against today’s ₹1.65 lakh is +52%. A 52% upside target is filed under “BAD NEWS FOR GOLD HOLDERS”? 2/10 says the Fed lost credibility (bullish). 5/10 says yields pull money out of gold (bearish). 10/10 says dollar dying, gold rising (bullish). What is the call?

[CA Vedant Sarda @vedaantz]

@JioCare @ViCustomerCare @Himanshu1K @KumarMBirla Vodafone Idea / VI Please learn something from Jio !

[CA Vedant Sarda @vedaantz]

As a Vodafone Idea investor, I expected better. Completed porting formalities, paid for 1-yr plan on 6 Aug my UPC expires 10 Aug &zero action from your end. How do you grow subscriber base treating willing customers like this?@ViCustomerCare @rmstakkar @KumarMBirla @Himanshu1K

[CA Vedant Sarda @vedaantz]

@ArpitAgar_Aurum Is removing STT and Lower STCG & LTCG all in hands of Nirmala Sitharaman, removing her will achieve above mentioned things?

[CA Vedant Sarda @vedaantz]

@rock1000484692 Your view may go right in Pine labs I think.

[CA Vedant Sarda @vedaantz]

@iamrudramurthy Source of your info?

[CA Vedant Sarda @vedaantz]

@GuptaG6262 @sunilgurjar01 Have you read Annual report of the Company?

[CA Vedant Sarda @vedaantz]

@ThinkWithSaurav It is not a energy stock, it is a commodity player only it will be building only steel structures for BESS whole battery cells will be imported from China and you cannot ever expect the company to manufacture battery cells, In current Multiple everything is priced in, Its my view

[CA Vedant Sarda @vedaantz]

@gautammardia Very high conviction - Price will move up, Immediate Fair value = Rupees 580 per share.

[CA Vedant Sarda @vedaantz]

Ather Energy, Conviction is the most important part of Equity Investments.

[CA Vedant Sarda @vedaantz]

Greatest Opportunity to invest in the India’s EV2W ecosystem today.

Ather Energy (Gaining Market Share)
52W High = 790
CMP = 608
Holding 70% of my long term portfolio in the company.

No Investment recommendation do your own research, I am not a SEBI registered research analyst.

[CA Vedant Sarda @vedaantz]

@TankerTrackers How Bloomberg data shows something different?
On 23rd March it shows 8 vessels and 26 March it shows 3 vessels, Is this data inaccurate ?

[CA Vedant Sarda @vedaantz]

@PHREUTERS @TankerTrackers Reliance denied this.

[CA Vedant Sarda @vedaantz]

@TankerTrackers 2 Indian LPG tankers passed through strait today what kind of tracking are you doing?

[CA Vedant Sarda @vedaantz]

Full year diluted EPS comes to 166.76.
TTM ROE stands for the company at 20.1%.

Getting a quality Large Cap (21% ROE company at 18 times) with super solid management at 28% discount from its high with no change in the core fundamentals of business.

[CA Vedant Sarda @vedaantz]

I am adding Mahindra & Mahindra.
38% FII holdings led to selling pressure in stock recently due to this Middle east turmoil.
With very strong seasonal Q4 and Q1 coming forward, stock is trading at 18 times if we annualise the December FY26 quarters diluted EPS which is 41.69