Dhandho Investor @dhandhoinves
Full Time Trader Investor :) always in search of small cap gonna be midcap :) Joined July 2009-
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𝐊𝐏 𝐄𝐧𝐞𝐫𝐠𝐲 (𝐔𝐩𝐝𝐚𝐭𝐞) Huge order flow expected in wind energy sector (see below ss) Over next 4 years, 50GW of wind projects (excluding hybrid) expected to be awarded i.e. 𝟏.𝟐𝟓 𝐥𝐚𝐤𝐡 𝐜𝐫𝐨𝐫𝐞 𝐰𝐨𝐫𝐭𝐡 𝐨𝐫𝐝𝐞𝐫𝐬 𝐨𝐯𝐞𝐫 𝐧𝐞𝐱𝐭 𝟒𝐲𝐫𝐬 ✅✅ 𝐊𝐏𝐄𝐋…
𝐊𝐏 𝐄𝐧𝐞𝐫𝐠𝐲 (𝐔𝐩𝐝𝐚𝐭𝐞) Huge order flow expected in wind energy sector (see below ss) Over next 4 years, 50GW of wind projects (excluding hybrid) expected to be awarded i.e. 𝟏.𝟐𝟓 𝐥𝐚𝐤𝐡 𝐜𝐫𝐨𝐫𝐞 𝐰𝐨𝐫𝐭𝐡 𝐨𝐫𝐝𝐞𝐫𝐬 𝐨𝐯𝐞𝐫 𝐧𝐞𝐱𝐭 𝟒𝐲𝐫𝐬 ✅✅ 𝐊𝐏𝐄𝐋… https://t.co/KuSMPeLFT6
𝐓𝐞𝐞𝐫𝐭𝐡 𝐆𝐨𝐩𝐢𝐜𝐨𝐧 (𝐔𝐩𝐝𝐚𝐭𝐞) Busting the myths (Must read full) Myth: Books have been window dressed for IPO (margins and worries around balance sheet) ▶️Reality: Recent 𝐝𝐢𝐫𝐞𝐜𝐭 𝐚𝐧𝐝 𝐥𝐚𝐫𝐠𝐞 𝐨𝐫𝐝𝐞𝐫𝐬 driving margin improvement & further leading to…
𝐓𝐞𝐞𝐫𝐭𝐡 𝐆𝐨𝐩𝐢𝐜𝐨𝐧 (𝐔𝐩𝐝𝐚𝐭𝐞) Busting the myths (Must read full) Myth: Books have been window dressed for IPO (margins and worries around balance sheet) ▶️Reality: Recent 𝐝𝐢𝐫𝐞𝐜𝐭 𝐚𝐧𝐝 𝐥𝐚𝐫𝐠𝐞 𝐨𝐫𝐝𝐞𝐫𝐬 driving margin improvement & further leading to… https://t.co/l2ld3sAdgg
DRONE DESTINATION - OUTLOOK/IMMENSE POTENTIAL 🎯I feel that investors have still not assessed blistering growth prospects as Spray & Urban mapping are new concepts and yet to take off 🎯Co has order to spray 30 Lakh acres whereas Govt target is 9 crore acres. 🎯 All fertilizer…
DRONE DESTINATION - OUTLOOK/IMMENSE POTENTIAL 🎯I feel that investors have still not assessed blistering growth prospects as Spray & Urban mapping are new concepts and yet to take off 🎯Co has order to spray 30 Lakh acres whereas Govt target is 9 crore acres. 🎯 All fertilizer…
KP ENERGY - Research beyond All 1️⃣ Capacity energised by Q3 end was 758.1 MW and by Q4 end it was at 829.5 MW. 2️⃣Projects in hand by Q4 end is at 1012.65 MW (see screenshot) 3️⃣ Calculation shows Q4 execution was 71MW fetching 207 Cr Revenue 4️⃣ 🎯Projects in hand is 1012 MW. This…
dhando megabaggers 🎯E2E was recommended FIRST by dhando @ 38(see ss) which has become 25x in 3.5 years. Silent performer although others hogging limelight who entered much later ✅ Sometimes we recommend stocks with REAL Multibagger potential but some investors remain sceptic…
𝐊𝐏 𝐄𝐧𝐞𝐫𝐠𝐲 (𝐔𝐩𝐝𝐚𝐭𝐞) 100% growth possible in FY25 💡 𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 𝐂𝐨 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐚𝐭 𝐣𝐮𝐬𝐭 𝟐𝟏 𝐏𝐄 (𝐅𝐘𝟐𝟓𝐄) ▶️Other Co’s of SAME group trading at 45-50 PE (FY25E) ✅𝐅𝐘𝟐𝟓𝐄: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝟏𝟎𝟎𝟎𝐂𝐫; 𝐏𝐀𝐓 𝟏𝟐𝟎𝐂𝐫…
𝐊𝐏 𝐄𝐧𝐞𝐫𝐠𝐲 (𝐔𝐩𝐝𝐚𝐭𝐞) 100% growth possible in FY25 💡 𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 𝐂𝐨 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐚𝐭 𝐣𝐮𝐬𝐭 𝟐𝟏 𝐏𝐄 (𝐅𝐘𝟐𝟓𝐄) ▶️Other Co’s of SAME group trading at 45-50 PE (FY25E) ✅𝐅𝐘𝟐𝟓𝐄: 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝟏𝟎𝟎𝟎𝐂𝐫; 𝐏𝐀𝐓 𝟏𝟐𝟎𝐂𝐫… https://t.co/UPJUPGXYiR
DHANDO POT OF GAINS( Saying Gold is exaggeration)⏩ ✅IBREAL ESTATE - Patience of 2 years can make your wealth 3.5x. ✅CIGNITI- Big corporate Action coming ✅VINDHYA TELELINK - Quoting @ 7.5xFY25 EEPS Decent Order Book. Bonus shares possible. Perhaps Cheapest Midcap ( Minimum…
𝐒𝐖 𝐒𝐨𝐥𝐚𝐫 (𝐔𝐩𝐝𝐚𝐭𝐞) Dawn of a new Era 💡Big turnaround story has started playing out. 200%+ revenue growth possible in FY25 𝐐𝟒𝐅𝐘𝟐𝟒 𝐑𝐞𝐯 𝟏𝟏𝟎𝟎 𝐂𝐫 ; 𝐏𝐁𝐓 𝟑𝟑 𝐂𝐫 ✅✅ (𝘗𝘈𝘛 𝘪𝘴 𝘯𝘦𝘨𝘭𝘪𝘨𝘪𝘣𝘭𝘦 𝘥𝘶𝘦 𝘵𝘰 𝘥𝘦𝘧𝘦𝘳𝘳𝘦𝘥 𝘵𝘢𝘹) ▶️Management…
𝐒𝐖 𝐒𝐨𝐥𝐚𝐫 (𝐔𝐩𝐝𝐚𝐭𝐞) Dawn of a new Era 💡Big turnaround story has started playing out. 200%+ revenue growth possible in FY25 𝐐𝟒𝐅𝐘𝟐𝟒 𝐑𝐞𝐯 𝟏𝟏𝟎𝟎 𝐂𝐫 ; 𝐏𝐁𝐓 𝟑𝟑 𝐂𝐫 ✅✅ (𝘗𝘈𝘛 𝘪𝘴 𝘯𝘦𝘨𝘭𝘪𝘨𝘪𝘣𝘭𝘦 𝘥𝘶𝘦 𝘵𝘰 𝘥𝘦𝘧𝘦𝘳𝘳𝘦𝘥 𝘵𝘢𝘹) ▶️Management… https://t.co/t9Oi7h7Emc
𝐊𝐏 𝐄𝐧𝐞𝐫𝐠𝐲 (𝐊𝐏𝐄𝐋) 𝐂𝐌𝐏 𝟑𝟖𝟓 (𝐌𝐂𝐚𝐩 𝟐𝟓𝟎𝟎𝐂𝐫) Strong promoters + Strong order book + Sector in focus 💡KPEL is Gujarat’s no. 1 wind EPC company 1️⃣𝐎𝐫𝐝𝐞𝐫 𝐛𝐨𝐨𝐤 𝐚𝐬 𝐨𝐟 𝐐𝟑: 𝟏𝟐𝟎𝟎𝐂𝐫+ (my estimate as NTPC order itself would be ~900 Cr)…
DRONE DESTINATION- Breaking News( Preferential Offer) ⏩Drone Destination has given mandate to PL for raising 50 Crores 🎯Hos, MADHU KELA likely to take 50% of Total Offer. He was present on 17th during co's Show on 17th in The Grand Delhi
DRONE DESTINATION- Breaking News( Preferential Offer) ⏩Drone Destination has given mandate to PL for raising 50 Crores 🎯Hos, MADHU KELA likely to take 50% of Total Offer. He was present on 17th during co's Show on 17th in The Grand Delhi
JP ASSOCIATES- VALUABLE INSIGHTS ✅Investors under impression that no cement plants as Results don't have any Cement in Segmentwise Breakup ✅Co has 8.6 million/t Cement, 6.7 million/t Clinker & 339 MW captive Power. Same are lying idle due to paucity of Funds ✅Cement Division…
JP ASSOCIATES- VALUABLE INSIGHTS ✅Investors under impression that no cement plants as Results don't have any Cement in Segmentwise Breakup ✅Co has 8.6 million/t Cement, 6.7 million/t Clinker & 339 MW captive Power. Same are lying idle due to paucity of Funds ✅Cement Division…
𝐓𝐞𝐞𝐫𝐭𝐡 𝐆𝐨𝐩𝐢𝐜𝐨𝐧 (𝐓𝐆𝐋) 𝐂𝐌𝐏 𝟏𝟑𝟏 Focused player in booming water supply sector available at 𝟔𝐱 𝐅𝐘𝟐𝟓𝐄𝐄𝐏𝐒 𝐌𝐂𝐚𝐩 𝟏𝟓𝟕𝐂𝐫 𝐯𝐬 𝐎𝐫𝐝𝐞𝐫 𝐛𝐨𝐨𝐤 𝟗𝟎𝟎𝐂𝐫✅ ▶️Execution timeline 3yrs TGL is involved in EPC primarily in the roads, sewerage work…
𝐃𝐫𝐨𝐧𝐞 𝐃𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 (𝐔𝐩𝐝𝐚𝐭𝐞)- 𝐁𝐈𝐆 𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆 Attended corporate Event at Delhi 💡MD of Drone Destination & MD of IFFCO (Mr Gupta) present (see ss) ⏩️MD of IFFCO announced that 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭 𝐨𝐟 𝐃𝐫𝐨𝐧𝐞 𝐀𝐠𝐫𝐢 𝐒𝐩𝐫𝐚𝐲 𝐨𝐧…
𝐃𝐫𝐨𝐧𝐞 𝐃𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 (𝐔𝐩𝐝𝐚𝐭𝐞)- 𝐁𝐈𝐆 𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆 Attended corporate Event at Delhi 💡MD of Drone Destination & MD of IFFCO (Mr Gupta) present (see ss) ⏩️MD of IFFCO announced that 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭 𝐨𝐟 𝐃𝐫𝐨𝐧𝐞 𝐀𝐠𝐫𝐢 𝐒𝐩𝐫𝐚𝐲 𝐨𝐧… https://t.co/9ra7oGbRPQ
DRONE DESTINATION- On Cloud 9 ✅1st DGCA approved has Tremendous outlook ✅ MOST Prestigious clients (see ss) ✅ Four Path Breaking Biz Verticals( see ss) ➡️ 🎯RENT-A-DRONE can become household name 🎯 AGRI SPRAY- Market size is 90 million acres. Co can easily generate 120-180 Cr…
NAMAN in-store- For core Portfolio ➡️ Industry leader in manufacturing of Furniture & Designing of Branded Retail outlets ➡️ Existing clients AZORTE TIRA Beauty & Beyond Asian Paints ZUDIO BATA NYKKA etc ➡️Now RTC 20 year old USA based Global leader in segment doing tie-up with…
DRONE DESTINATION (NSE)- READYING TO FLY HIGH 1️⃣Board meeting for Funds Infusion 2️⃣Co is targetting MASSIVE Growth as hopes to get BIG scale biz of SPRAYING Fertilizer & Pesticides from Major Fertilizer & Agrochem companies 3️⃣URBAN PLANNING is another sunrise sector which will…
𝐍𝐚𝐦𝐚𝐧 𝐈𝐧-𝐒𝐭𝐨𝐫𝐞 𝐂𝐌𝐏 𝟏𝟏𝟑 (MCap 120 Cr) 💡Solid company to play 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐭𝐨𝐫𝐲 available at just 𝟕 𝐏𝐄 (FY25EEPS) Co mfrs retail in-store customised furniture & fixtures (78%) & industrial products (22%) ✅With…
HUBTOWN- PEER COMPARISON ⏩ HEMISPHERE PROP- Mcap 6000 Cr & Nil Revenue. Not even 1 project launched 2️⃣VALOR ESTATE - Mcap 12000 Cr.Almost Negligible Rev from Project Development. Rev so far from selling TDR ( Transferrable Development Rights). Going for JVs where co will get…
HUBTOWN- PEER COMPARISON ⏩ HEMISPHERE PROP- Mcap 6000 Cr & Nil Revenue. Not even 1 project launched 2️⃣VALOR ESTATE - Mcap 12000 Cr.Almost Negligible Rev from Project Development. Rev so far from selling TDR ( Transferrable Development Rights). Going for JVs where co will get…
𝐃𝐫𝐨𝐧𝐞 𝐃𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐂𝐌𝐏 𝟏𝟗𝟎 (MCap 450Cr) First mover in a sector with massive potential 💡Drone sector 𝐞𝐬𝐭 𝐭𝐨 𝐠𝐫𝐨𝐰 𝐚𝐭 𝐂𝐀𝐆𝐑 𝐨𝐟 𝟕𝟎%+ Industry & Co’s positioning: 1️⃣ Drone Training: Currently 4,000 DGCA certified pilots. With increase of use…
𝐈𝐧𝐝𝐢𝐚𝐛𝐮𝐥𝐥𝐬 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 (𝐔𝐩𝐝𝐚𝐭𝐞) ✅Massive Fund Raise ➕New Promoters➕Re-Branding ➕Massive new launches ➕New projects acquired 🧵𝐃𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐭𝐡𝐫𝐞𝐚𝐝⤵️ 💡Post transaction: Presence in 8 cities, 20 Projects, Portfolio of 15.6 mn sq ft with…
𝐈𝐧𝐝𝐢𝐚𝐛𝐮𝐥𝐥𝐬 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 (𝐔𝐩𝐝𝐚𝐭𝐞) ✅Massive Fund Raise ➕New Promoters➕Re-Branding ➕Massive new launches ➕New projects acquired 🧵𝐃𝐞𝐭𝐚𝐢𝐥𝐞𝐝 𝐭𝐡𝐫𝐞𝐚𝐝⤵️ 💡Post transaction: Presence in 8 cities, 20 Projects, Portfolio of 15.6 mn sq ft with… https://t.co/acXInH5G2U
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464K Followers 14 Following Chemical Engr. Full time FNO Trader since Dec. 2017.. Views only for learning. No Paid Tips. No Telegram. Old telegram channel Inactive.Vikas @vikasgj
1K Followers 376 Following CFA. Investor by passion. Would like to identify best growth stocks at amazing value. Stock mentions only for study purposes and not recommendations.Valuepick @valuepick
44K Followers 25 Following An investor in stocks for 30 years.Views are personal,not a SEBI registered R.A.Please consult a SEBI regd.analyst/advisor before investing .No paid service.A 130 year old Bank in Australia is closing all of its branches by end of year because 97% of transactions are occurring digitally & less than 2% of customers visit a branch. The costs of maintaining a branch are not worthwhile. Customers can withdraw & deposit cash through ATMs
𝐃𝐫𝐨𝐧𝐞 𝐃𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 (𝐔𝐩𝐝𝐚𝐭𝐞)- 𝐁𝐈𝐆 𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆 Attended corporate Event at Delhi 💡MD of Drone Destination & MD of IFFCO (Mr Gupta) present (see ss) ⏩️MD of IFFCO announced that 𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭 𝐨𝐟 𝐃𝐫𝐨𝐧𝐞 𝐀𝐠𝐫𝐢 𝐒𝐩𝐫𝐚𝐲 𝐨𝐧…
𝐃𝐫𝐨𝐧𝐞 𝐃𝐞𝐬𝐭𝐢𝐧𝐚𝐭𝐢𝐨𝐧 𝐂𝐌𝐏 𝟏𝟗𝟎 (MCap 450Cr) First mover in a sector with massive potential 💡Drone sector 𝐞𝐬𝐭 𝐭𝐨 𝐠𝐫𝐨𝐰 𝐚𝐭 𝐂𝐀𝐆𝐑 𝐨𝐟 𝟕𝟎%+ Industry & Co’s positioning: 1️⃣ Drone Training: Currently 4,000 DGCA certified pilots. With increase of use…
#HDFCBank in your portfolio
Some #Q2FY24 ConCall transcripts one shouldn't miss reading: I have covered midcaps, smallcaps where management clearly explains about Business Strategies and Plans Future Outlook for the sector and the comp Guidance Competition Concalls that I have gone through: Welspun…
Ok let's end all arguments Take a look at decide for yourself, negative every year for F&O, only training income to be positive Blacksheep everywhere @Abhishekkar_
What a speech. Hats off to this young man.
Very powerful speech by AAP MP Raghav Chaddha. Do take out some time and watch it. A Young MP speaking with so much passion is inspiring. Amit Shah's face tells you how good the speech was.
RAMKRISHNA FORGINGS Capacity outlook: Installed capacity stood at 1,87,100T as on 30th Jun 2023. Subsequently, 23,800T of capacity has been commissioned effective 18th July 2023. Another 32,500T will be commissioned by Sep 2023. The Company is also planning to set up cold…
Gaming pe 28% GST par gaming industry ka PoV. @AIGFofficial #gamingnotbetting
#MercuryEV: company has made an application to SAT against ESM mechanism. Company has argued that due to ESM the stock has become illiquid and 80000 investors have suffered (actual number is 14000 though) Reply to be given by 25th July. An end to the draconian rule near ?…
Nippon India Smallcap Fund stops taking lump sum subscription. SIPs continue. Good move ! Too much inflow, all at once, relative to opportunities to deploy. It’s been the star smallcap scheme ! @NipponIndiaMF #StockMarket @CNBCTV18Live
I have worked & stayed in different countries in my 33 years of working life. Travelled to myriad other countries for leisure. No where I've faced poorer work culture than my own country. It's frustrating to do business in fast, productive & efficient way. Most people in…
Stock market Mantra..... Water flowing towards the ditch!!money brings money to the rich!! same way in stock market New high stocks makes New high!! & New low stocks makes New low!!! Think & ride !!! # Valueablegem.
@raghavwadhwa @Arunstockguru You forgot the main name behind your pick anyways .
I believe India’s street food vendors are the most innovative, resilient and impactful food influencers. More than any gourmet chef. Been wondering how to work with them to influence a nutritive food system. Please applaud this guy’s artistic skills. #StreetFood #Arakunomics
The task of the investor is to find the point at which he or she can be most confident that the odds are in their favor, and then to act with discipline
Stock market volatility has increased a lot over the last couple of years as a result "Buy & Hold" mindset needs to be changed to "Buy & Rotate", here is a thread on how to utilise the volatility for the benefit of portfolio returns (1/9) #stocks #smallcaps #NiftyPSE #nifty50
Yesterday’s FIFA final explained simply…..