vijay

Investor I Focus on Small & Micro caps I
Tweets personal views not Recommendation.

[vijay @vijay118]

Visited RARE ENTERPRISES
after a long time.
Still Lot to learn from
Rakesh jhunjhunwala sirs philosophy about life and markets 🙏🏻

[David Marco @david_marco45]

🚨 BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).

Here are 10 Claude prompts that replace $100K/year stock analysts.

(Save this 🔖 for future reference.)

[vijay @vijay118]

caliber mining - CMLL #calibermining

[vijay @vijay118]

@AimInvestments Good luck india holds 79% in goodluck defence .

[vijay @vijay118]

Advit jewels - Red flag - holani ventures merchant banker is the only institution who bought in anchor and on listing day , no other major institutional participation in anchor as well as on listing day, so no natural demand merchant banker is putting all effort to sustain the listing price . L7 Hitech Private Limited bought 31.7 lakhs worth 59 crores , thats a private limited company , may dump the shares at the first opportunity.

[vijay @vijay118]

Q-Line Biotech -
Makes diagnostic test kits, reagents and lab machines, sold to labs and hospitals across 26 states. Based in Lucknow, run by the Garg family (promoter has 31 years in the field).
FY26 Results :
Sales ₹342 cr, profit ₹55.7 cr. Profit nearly doubled from ₹28 cr last year. Stock is around ₹510, market value ~₹1,189 cr. P/E about 22
Important Facts -
•Reagents and kits are ~69% of sales. These are repeat-buying products, so income is steady.
•Margins have improved a lot (EBITDA from 18% to ~28%).
•It used to import all its machines; now over half are made in India via tie-ups with European partners. Good long-term story.
Marquee Investors-
Top investors bought in the IPO — Sunil Singhania (Abakkus), Vikas Khemani (Carnelian) and Mukul Agrawal, plus 360 ONE and HDFC Bank. Serious names usually mean serious homework.
Risk / Concerns -
•Customer payments are slowing (receivable days up from 93 to 134). So check if profit is really turning into cash.
•It was carrying high debt and is using IPO money to pay some of it off.

[Niranjan @Ninja120202]

Disappointing is an understatement. Delayed service is one thing, but just look at the condition of my vehicle that I gave for service. Like seriously disappointed and unacceptable. The @mygovindia @MORTHIndia should intervene and bash this @bhash unaccountability @OlaElectric @OlaEV_Support

[vijay @vijay118]

#Cemindiaprojects
1. The business. A ~90-year-old heavy-civil EPC contractor — ports, bridges, highways, tunnels, metro rail, airports, dams and industrial foundations, with genuine specialist depth in marine/maritime structures and underground engineering. This is a real franchise with execution capability, not a shell. Trade Brains
2. The Adani angle — control change. In May 2025, the Thai promoter (Italian-Thai Development) sold its entire ~46.6% stake to Renew Exim DMCC, an Adani Group entity, which then ran a 26% open offer at ₹571.68 and acquired 20.83% from public shareholders, becoming promoter effective May 28, 2025. Promoter holding now sits at ~67.5%. The controlling vehicle is the Vinod Adani-linked offshore entity — that's the governance lineage to keep in view. ScanXScanX
3. Captive growth engine. The bull case is that Cemindia becomes the in-house execution arm for Adani's capex across ports, airports, power and data centres. It has already begun an AdaniConneX data centre project in Navi Mumbai, and management expects the data centre vertical to contribute at least 15% of the order book over the next two years. Trade BrainsTrade Brains
4. Order book momentum. FY26 saw record order inflows of ₹14,821 crore, taking the total order book to ₹24,545 crore — up from ~₹18,500 cr a year earlier. That backlog is roughly 2.4x annual revenue, giving multi-year visibility. ScanX
5. FY26 financials. Consolidated net profit climbed ~60% YoY to ₹597.7 crore on an ~8.8% rise in revenue to ₹10,061 crore, with EBITDA up ~28% to ~₹1,199 cr. Note the asymmetry — profit +60% on revenue +9%. That margin/PAT expansion needs decomposing for operating leverage vs. one-offs, other income and tax before being extrapolated. Business Today
6. Growth guidance. Management is guiding to 20-25% growth in FY27, underpinned by the Adani pipeline and infra-capex tailwind. The stock has re-rated hard on this — ₹1,127 on June 4, 2026, up ~35% over the year. GrowwKotak Neo
7. Valuation. Now richly priced at ~29.6x P/E and ~7.3x book, with a market cap of ~₹17,600 crore and a flagged-high cost of borrowing. The optimism is largely in the price; this is no longer a bottom-fishing entry. Kotak Neo
8. The central tension (and the one number that decides it). The same fact that powers the upside — Adani as dominant customer and owner — is the core risk. The unresolved question is the margin on the captive Adani order book: if intra-group work is arm's-length-or-better, the compounding story is legitimate; if it's margin-dilutive, minority holders are effectively funding the parent's capex at ~29x earnings. The decisive disclosure is the FY26 related-party transactions note (quantum and margin of Adani vs. third-party work), alongside the cash-flow statement (does 60% profit growth convert to OCF, or sit in EPC receivables/retentions?) and the order-mix commentary on the latest earnings call.
Net: a high-quality EPC franchise handed a potentially enormous captive growth engine, but now fully valued, with related-party margins still the unproven swing factor between multi-year compounder and margin-taken captive contractor.

[vijay @vijay118]

Ge power India - Mcap - 5,500crs , PE- 16
transforming from a low-margin thermal EPC company into a higher-margin power services and modernization business under the broader GE Vernova ecosystem.
Co is Debt free , Last 2 quarter margin increased from 10% to 32%
The company earlier suffered losses due to:
•legacy loss-making FGD and EPC contracts,
•execution delays,
•inflation in fixed-price projects,
•weak thermal ordering cycle,
Now the turnaround is being driven by:
•increasing contribution from high-margin services,
•turbine maintenance and overhauls,
•renovation & modernization (R&M),
•emissions control systems,
India’s aging thermal fleet is creating a large long-term opportunity in turbine servicing, life extension and emissions compliance.
GE’s key strength lies in its installed turbine base, from where service orders are coming also its getting orders from other OEMs installed projects.

[vijay @vijay118]

https://t.co/FCKN0ht6ul

[vijay @vijay118]

@NDTVProfit sad to know that despite many messages and emails , i am not given the link to subscribe premium membership , is company really looking to add subscribers ??

[vijay @vijay118]

@NDTVProfit sad to know that despite many messages and emails , i am not given the link to subscribe premium membership , is company really looking to add subscribers ??

[vijay @vijay118]

@NDTVProfit sad to know that despite many messages and emails , i am not given the link to subscribe premium membership , is company really looking to add subscribers ??

[The Better India @thebetterindia]

IPS officer B. Sumathi stood alone at a Hyderabad bus stop past midnight to test how safe the city really is for women.

In just 3 hours, nearly 40 men approached her.

But what stood out was this: The men weren’t just detained — they were sent for mandatory counselling too.

From Hyderabad’s undercover operations to Delhi’s Shishtachar squads and Kerala’s Pink Patrol teams, cities are rethinking women’s safety.

Should every city adopt such measures?

#Hyderabad #WomenSafety #IPSOfficer #TelanganaPolice #HyderabadPolice

[Hyderabad News, Women Safety, IPS Officer Sumathi, Telangana Police, Hyderabad Viral News]

[vijay @vijay118]

@GoibiboSupport I am gotribe3 member ,could not connect to customer care, need to understand about zero cancellation policy , if i buy zero cancellation product so after cancellation will get automatic refund or i have to file a claim to get the refund , whats the procedure .

[vijay @vijay118]

@amazonIN have a business account , order no 403-2847663-8515538, product is rusted and damaged and a very low quality , now its saying cannot return it only option of replacement. Need to return on urgent basis so that can buy better brand. call urgently

[Raghav Chadha @raghav_chadha]

My Demand: Make Long Term Capital Gain TAX on Equities NIL for individual investor.

I welcome the hike in STT (security transaction tax) on derivatives as it can curb reckless speculation. Nearly 90% of retail investors lose money in F&O, turning markets into gambling.

When STT was originally introduced, LTCG was zero. But now with both STT and LTCG in place, investors are disincentivised.

I urge the govt to abolish LTCG on equities for individuals, as done in Switzerland, Singapore, UAE & others. This will boost household wealth, reduce speculation, and shift savings from gold & real estate into equities.

[Nigel D'Souza @Nigel__DSouza]

Sometimes greatness echoes loudest in silence.

Jyothi Yarraji, Asian hurdles gold again. 12.96s. Championship record. Empty stadium. Immortal moment 👏 🙇‍♂️

[vijay @vijay118]

Park Medi World Ltd - IPO
is well-positioned for steady, multi-year growth driven by its strong regional leadership, scalable cluster-based network, and disciplined approach to deliver affordable, high-quality healthcare. The company’s expansion strategy focused on underserved North Indian markets with structurally low bed density creates a long runway for organic and inorganic capacity addition. Its proven ability to acquire and integrate hospitals efficiently, combined with operational standardization and a capital-efficient infrastructure model, supports sustainable scaleup without significantly elevating execution risk. Continued investment in technology, clinical talent and network optimization should further enhance patient mix, strengthen brand recall and improve operational resilience. Overall, PMWL is expected to maintain healthy business momentum as it deepens its presence across high-demand catchments while adhering to its cost-focused, accessibility-centric healthcare delivery model. At the upper band of INR 162, the issue is valued at a P/E ratio of 25.14x, based on annualized PAT of FY26 EPS of INR 6.4. Total issue size: INR 9,200 Mn (56.79 Mn shares) - OFS of INR 1,500 Mn (9.26 Mn shares) and a Fresh Issue of INR 7,770 Mn (47.53 Mn shares). Arihant Capital Markets Ltd

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