Deepak Thakker @ddthakker
Chartered Accountant Joined April 2010-
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Auto Ancillary Stocks which fundamentally looks good: Fiem Industries Subros Pricol Endurance Technologies Belrise Uno Minda Minda Corporation Gabriel Shriram Pistons SJS Enterprises Talbros Automotive Schaeffler India Craftsman Automation Anything else you want to add?
Promoter Buyings :) 1) Senores Pharma 2) Insolation 3) GG Auto 4) Man Infra 5) Yash Highvoltage 6) Action Construction 7) Cosmic Crf 8) Manaksia Alm. 9) Man Infra 10) Sai Silks 11) Fervent 12) Nahar Polyfims 13) Rubfila International Don’t Dare to Miss these companies as…
Deliberately think a good thought - now.
Mobile Number और Aadhar से लिंक होंगे गाड़ी और Driving Licence, जानें ऑनलाइन अपडेट का तरीका #MoRTH #Aadhar #DrivingLicence #RC @ShipraRana8
Best IPOs of last 5 years - 1. IRFC - 2021 - 415%💚 2. Kaynes Tech - 2022 - 897%💚 3. Paradeep - 2022 - 512%💚 4. IREDA - 2023 - 392%💚 5. KRN Heat - 2024 - 286%💚 I found the next #MultiBagger IPO which can 2x 🔰Follow, retweet & comment “IPO” if interested
5. MIC Electronic Ltd. 🔹CMP: 45.2 🔹M Cap : ₹1,090 Cr 🔹ROCE: 8.84% 🔹P/E: 114 🔹Book Value: 9.24 🔹Sales Growth: 55.6% ⭐️ The company is working on a project relating to Indian Railways, comprising of Public Announcement Passenger Information System (PAPIS) and EV chargers…
Concall worth Studying:- (Part-3) JM Financial Ltd Baazar Style Retail V2 Retail P N Gadgil Jewellers Shivalik Bimetal Controls Standard Glass Lining Technology Sanathan Textiles Narayana Hrudayalaya Quality Power Electrical Equipments Enviro Infra Engineers Indian Hotels Co /…
Concall worth Studying:- (Part-3) JM Financial Ltd Baazar Style Retail V2 Retail P N Gadgil Jewellers Shivalik Bimetal Controls Standard Glass Lining Technology Sanathan Textiles Narayana Hrudayalaya Quality Power Electrical Equipments Enviro Infra Engineers Indian Hotels Co /…
🔥My Top 15 Websites to do Stock Market research. 1) Screener 2) Tijori Finance 3) NoteBook LM 4) Chittorgarh 5) MoneyControl 6) BSE India 7) ValuePicker 8) Investing 9) Chat GPT 10) Finology Ticker 11) Trendlyne 12) StockEdge 13) ChartInk 14) TradingView 15) NSE India
I went thru the amazing concall of Axiscades & I really loved it. My conviction has only grown stronger. With a ₹3,087 Cr order book, 40% CAGR guidance coupled with wins in defense, aerospace & semiconductors. To me this feels like India’s big 30%+ CAGR bet, here's why👇🧵...
𝗧𝗼𝗽 𝟮𝟬 𝗕𝗹𝗼𝗰𝗸𝗯𝘂𝘀𝘁𝗲𝗿 𝗤𝟭 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 💥 Highly Undervalued Smallcaps 🔥🔥 Profit Growth Upto 20,000%+ 🔥🔥 A Mega ( Thread )🧵 Save it for Later 🔖 20 Multibaggers below 👇🏻
🔥Transmission Companies With Huge OrderBook Total Orderbook: ₹1.46 Lakh Cr 1. Hitachi Energy India - ₹29,135 Cr 2. Kalpataru Projects - ₹26,725 Cr 3. KEC International - ₹20,000 Cr 4. Transrail Lighting - ₹15,355 Cr 5. GE Vernova T&D India - ₹12,960 Cr 6. Techno…
🔥SmallCap Stocks With Sales Higher Than MarketCap Bookmark 🔖 Retweet ♻️ 1. P N Gadgil Jewellers (Sales ₹7,740 Cr. > M Cap: ₹7,667 Cr.) 2. Thomas Cook (Sales ₹8,442 Cr. > M Cap: ₹7,465 Cr.) 3. Senco Gold (Sales ₹6,668 Cr. > M Cap: ₹5,907 Cr.) 4. Kirloskar…
Newly added stocks by Helios MF @Iamsamirarora sir 1. Aadhar Housing — 0.73% of AUM 2. India Shelter — 0.46% of AUM 3. Ola Electric — 1.48% of AUM 4. Oswal Pumps — 1.02% of AUM 5. Travel Food Serv — 0.90% of AUM #MF #mutualfundsin #HELIOS
Oswal Pumps Early stage Multi bagger in making?!? 👉Looks more promising then Shakti pump 🎯Biggest advantage of 100% backward integration 🚀Biggest contributor under PM KUSUM scheme 🚀💥Guiding to grow 50-60% for FY26 And 30-35% CAGR growth in coming years #OswalPumps…
EMERGING THEMES ‼️ 8) Semiconductor Theme :) Market Outlook !! 2024~ $600 Billion 2032~ $2 Trillion Good Companies !! -Moschip Tech -Dixon Tech -Kaynes Tech -Centum Electronics -ASM Tech -Stallion India Don’t Miss Them for next 3-5 Yrs !! Follow @Portfolio_Bull for such…
Bought a stock at 35 PE in April post results, now its trading at 25 PE. PE got reduced and i m in loss by 30% That’s what happened in last 3 months, Majority of stocks PE got reduced having the same fundamentals without changes in earnings and our portfolio became red.…
🔥Semiconductor Stocks Ready To Blast Indian Government Just Approved a ₹4,595 Cr. Plan For Semiconductor🤯 BookMark It 🔖 1. MIC Electronics 2. RIR Power 3. Tata Elxsi 4. Moschip Technologies 5. ASM Technologies 6. Solex Energy 7. SPML Semiconductor 8. Surana…
10. OPM Less than 10% or Decreasing YoY 🔸 Margins matter more than quantum of sales. Two business with same revenue/sales, the one with higher margins will be more valuable. Margins drive valuations.

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