GoIndiaStocks.com @goindiastocks
equity research and investor relations firm democratising information; institutional quality analysis with free access to all investors Joined August 2020-
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#stockstowatch #AssociatedAlcohol This call is just starting, join us to hear this exciting story.
#stockstowatch #metals #copper Please read what the JP Morgan analyst is writing on copper shortages. It's a great reality check for some of the newbie investors who get influenced by media hype. Remember that it is never as good at it looks and never as bad as it appears.
#stockstowatch #Nuvoco Nuvoco results were decent and beat expectations due to better volume. Looks reasonably priced.
#stockstowatch #FinoPaymentBank Fino Payment Bank turns in another solid performance with profits up 32% for FY24. One of the few payments bank to survive and thrive. Clear path to growth with SFB licence and digital initiatives goindiastocks.com//stockInsta/30…
#stockstowatch #gravita No stopping Gravita India, Q4FY24 results - Record high Quarterly & annual Revenue, EBITDA and PAT. Guidance to maintain same growth & margins for next 4years! Register for the call here services.choruscall.in/DiamondPassReg…
#StocksToWatch #ultratechcement Surprise, Ultratech reports only Rs18/t decline in EBITDA QoQ as against industry wide decline of Rs200/t. Their power and fuel cost has declined sharply. It was a mystery earlier why Ultratech was not reporting lower coal costs, now it is here.
#stockstowatch #ACC ACC results are weak QoQ as expected but margin compression is lower at Rs200/t as compared to Rs400/t seen by Dalmia. ACC has some buffer coming in from availability of cheap cement from Sanghi. However, cement price correction will continue to impact.
#StocksToWatch #JaiBalaji Jai Balaji juggernaut is unstoppable. If stock is up 20x in last 12 months, PAT is also up 14x. Management is guiding to doubling of EBITDA again in next 2years. Earnings call is on monday at 1PM. Do join in.
#stockstowatch #Vedanta Weak results by Vedanta as expected. However Q1 could be way better as aluminum prices have recovered and they have commissioned alumina capacity. Consensus is building in strong recovery in earnings & stock has run-up, will track AL prices from here on
#stockstowatch #anantraj Anant Raj is on a roll. Land bank of 180acres in Gurgaon Sec 63A has revenue potential of Rs16000cr in next 4yrs. Data Centre 6MW almost done, land and building ready for another 200MW. Long run-way to growth. Join us at 4.30PM today for the call.
#StocksToWatch #dalmiacement First cement company to report and results weaker than expected. Dalmia Cement margins saw almost 400rs/t compression. Q1 can be worse.
#StocksToWatch #GPIL When Chankaya of India buys your client company shares. And what if he buys it in his wife's name! You can be sure it is a great bet. Below portfolio of wife of Amit Shah!
Views on metal sector
Latest views on metals and cement sector
Latest views on metals and cement sector
#BCLInd Thanks for explaining future prospects and company strategy. Best of luck. Only thing missing was an update on the completion of Svaksha Distillery expansion @bcl_industries @goindiastocks
#BCLInd Thanks for explaining future prospects and company strategy. Best of luck. Only thing missing was an update on the completion of Svaksha Distillery expansion @bcl_industries @goindiastocks
It took more than six months, but the iron ore/copper price relationship is back to the historical ratio...👇
What happens to Profitability of Indian Steel Manufacturers when Chinese start exporting more.. Extremely helpful to study this industry Credits: Bloomberg, Haitong.
#stockstowatch #screens While I am more fundamental driven, but technical screens do force you to think about what you could be missing. Below is the top Nifty 50 performers for the month & the screen has got 3 out of top 5 right. Explore more here goindiastocks.com/technicalScreen
🔭 Though Chinese prices of imported iron ore are presently soft, they'll likely strengthen later this month and present an on-month increase, per Mysteel's latest report. 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥𝐞 𝐛𝐞𝐡𝐢𝐧𝐝 𝐭𝐡𝐞 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐢𝐨𝐧: 🔗 mysteel.net/news/5049817-m…
Varinder Bansal 🇮�.. @varinder_bansal
409K Followers 2K Following Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with OmkaraIntrinsic Compounding @soicfinance
201K Followers 351 Following 🏛Seeking wisdom in the Indian Stock Markets. Nothing should be considered as investment advice to buy or sell| Education|SEBI Registered RA|SOIC Intel ResearchSahil Sharma @sahil_vi
61K Followers 334 Following Fascinating that the most complex machine in this universe became self aware Nothing i share is a buy/sell reco. I'm not a sebi registered advisor.Nigel D'Souza @Nigel__DSouza
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82K Followers 637 Following Keen observer of the human Behaviour| Founder at SOIC| Teacher| SEBI Registered RA Courses at https://t.co/SHdiWxVVziAdvait Arora @WealthEnrich
149K Followers 688 Following I share insights💡 on Wealth Creation thru Equity Investing 📶. I 💕 to ✍️ on : #Money💰 #Compounding🌿 #Stocks📊 #FinancialFreedom🏖🧭🏘🎉 & MoreJiten Parmar @jitenkparmar
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34K Followers 1K Following Three decades in equity markets. Watching global financial markets & sharing general gyan. Comments on stocks are not recommendations. RTs not an endorsement.Sharad Dubey @Sharad9Dubey
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7 Followers 64 FollowingVarinder Bansal 🇮�.. @varinder_bansal
409K Followers 2K Following Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with OmkaraSafir @safiranand
220K Followers 274 Following Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller, alumni- SRCC, Modern BKRIntrinsic Compounding @soicfinance
201K Followers 351 Following 🏛Seeking wisdom in the Indian Stock Markets. Nothing should be considered as investment advice to buy or sell| Education|SEBI Registered RA|SOIC Intel ResearchNigel D'Souza @Nigel__DSouza
215K Followers 935 Following Editor - Metals, Mining, Midcaps at CNBCTV18 @CNBCTV18Live @CNBCTV18NewsASAN @Atulsingh_asan
284K Followers 47 Following (सेबी से रजिस्टर्ड नहीं हूँ) ट्वीट देख कर निवेश न करे लॉस भी हो सकता है, कई बार ग़लत साबित हो चुका हूँ भूतकाल में. #investing #stockmarket #smallcapinvestingUnseen Value (Sajal K.. @unseenvalue
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1.1M Followers 186 Following Follow business news with India's Leading Business News Channel, CNBC-TV18. For more updates, follow @CNBCTV18Live. WhatsApp: https://t.co/Kf11EH2w2zSamir Arora @Iamsamirarora
565K Followers 60 FollowingContrarian EPS @contrarianEPS
177K Followers 54 Following “Thousands of people don’t like what I do. Fortunately, millions do.” —James Patterson #sarcasmSiddhartha Bhaiya @sidd1307
47K Followers 249 Following Stocks, stocks, stock. I breathe, drink eat equities and I'm here not to take stock but to talk stocks. I am the next multibagger!!!Aditya Shah @AdityaD_Shah
106K Followers 653 Following Stock Advisor| Financial Planner |CFA charter holder|| Content Creator For enquiries email at [email protected]Jiten Parmar @jitenkparmar
49K Followers 196 Following Value Investor. Co-founder of Aurum Capital, a SEBI-Registered Research Analyst firm. Regularly featured on biz channels and publications. Views are personal.Rishikesh Singh @Rishikesh_ADX
318K Followers 115 Following Co-Founder of InVed® Equity4Life® | Investor | Trader | Mentor. SEBI RA: INH000012351 (Partner) Equity4Life IH Analytics Pvt Ltd.Basant Maheshwari @BMTheEquityDesk
290K Followers 344 Following Investor/Author/PMS; Smallcase: https://t.co/rtMQMaLAe9 TTI: https://t.co/BGv04JiCwM YouTube : https://t.co/6DyYeHr29csandip sabharwal @sandipsabharwal
109K Followers 74 Following RESEARCH ANALYST EQUITY INVESTING https://t.co/Hi7hnetI8R IIT Delhi & IIM Bangalore Ex Head of Equity SBI MF, CIO JM Financial Stock Market InvestingDeepak Shenoy @deepakshenoy
237K Followers 2K Following Founder,CEO, @capitalmind_in SEBI Registered PMS: https://t.co/nGD8QS7Dkh Read: Money Wise https://t.co/JVSZENRUbjAnuj Singhal अन�.. @_anujsinghal
236K Followers 866 Following Managing Editor, CNBC-Awaaz and CNBC-Bajar Previously, Stocks Editor, CNBC-TV18. One of India's most trusted and seasoned stock market anchors.Mukul Agrawal @MukulAg77304674
14K Followers 434 Following Param Capital, investor/ Trader, cricketer. Proud Mumbaikar/Indian.Investing4fun @mon_subh
103 Followers 920 Following Life is about new technology, learning mystery of Market to make life exciting..Ali Raza @EquitecGlobal
213 Followers 0 Following Equitec is focused on delivering technology solutions to financial service providers. Our core competence is solutions for Data management and representation.Praise The Cameraman @praisethecamera
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516 Followers 2K Following Founder/Fund manager @Magadh_Capital-a PMS firm.Equity analyst with Morgan Stanley,ABN AMRO,Motilal Oswal earlier.IIT Varanasi, IIM CalcuttaSteel Insider @TRSteelInsider
2K Followers 931 Following Insider news on Turkish #steel, #rawmaterials & #scrap industry. Follow for trends, insights & exclusive updates. 🎉zulfiquar kamal @ZulfiquarKamal
16 Followers 267 FollowingProinvest Nirmiti @pro_nirmiti
2K Followers 24 Following Long term Investing #Compounding #Innovation #Disruption . All tweets are our personal views point and not to be considered as recommendationPerpetuity Ventures L.. @PerpetuityH2W
2K Followers 0 Following An Investment Management Venture | Content for discussion and should not be construed as Investment Advice| Standard disclaimers apply | Reposts ≠ EndorsementsZain Kahn @heykahn
516K Followers 294 Following Insights on AI and building startups. Previously scaled products to 8 million+ users. Currently building the world's biggest AI newsletter with 600k+ readers ↓Mayo Oshin @mayowaoshin
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14K Followers 1K Following Love my music ; crossword-obsessed ; capital markets the centre of plate ; ten-pin bowling and maths trivia are added pursuitsO B @OriginalBraila
10K Followers 432 Following Full time investor mainly in US & Norwegian listed shipping. Use Twitter to gather info, tweet info/views that concerns my own investments. Never advice.Investment Books (Dha.. @InvestmentBook1
109K Followers 644 Following The Sage of Investment Pages | Curious Creator | Passionate Investor | Tech-Savvy | Book Lover Currently Reading - https://t.co/Lj1VW4qb17Nitin Mangal @nrmangal
15K Followers 109 Following Analyst, Reading Annual Report is not only my job but it's my passion. DM are welcomeNitish Mittersain @mittersain
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292 Followers 115 Following Meditation | Sun Salutation | Books | Financially Free | Student of Business and MarketsCaptwist.in @captwist_in
1K Followers 29 Following Use Captwist to track corporate announcements, get the latest & historical earning call transcripts. Search over financial documents to get insights 10X faster.xpression @xpression_app
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3K Followers 860 Following Dry Bulk Research at Arrow Shipbroking - All views are personalJay @JShankarpure
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77K Followers 497 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and dataFundoo Professor @Sanjay__Bakshi
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30K Followers 139 Following Discover the world of investments with India's leading stockbroking company. 📊 35+ years of expertise! 👇 Download BEYOND App https://t.co/BQYvWkPamESachin Kamath @DesigningFlow
2K Followers 1K Following Artist/ Gen AI Trainer - 5000+ creative pros upskilled Building AI Lemon Academy to empower creatives with skill readiness to learn, practice and master AI.SAINIK @sainik636
13K Followers 848 Following Real Name:VIJAY; 30+ years in markets. BE(UVCE)/MBA(JBIMS); IMRB/OGILVY; Knocked down many times, NOT yet Knocked out. God's Grace. Retweets NOT EndorsementsDr. Parik Patel, BA, .. @ParikPatelCFA
631K Followers 985 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾Pankaj Tibrewal @pankajtibre
14K Followers 603 Following Founder & CIO IKIGAI Asset Manager || Ex Sr Fund Manager(Equity)@KotakMF, passionate about investing. These are my personal views.BigMint (formerly Ste.. @BigMint_Co
19K Followers 994 Following BigMint is a trusted platform for price reporting, market-intelligence & consulting for commodities.Yatin Mota @YatinMota
155K Followers 537 Following Associate Editor, @CNBC_Awaaz. RA Podar & NMIMS Alumni. Views are personal. Retweets/Tweets are neither endorsement nor stock buy/sell recommendations.Abhijit Chokshi | Inv.. @stockifi_Invest
234K Followers 220 Following On a mission to make You Financially Free | Whatsapp: https://t.co/1eruhjyDjR | Telegram: https://t.co/EdH7wmBtQ1 | Track Record: https://t.co/PVwxYlynb3Gautam Baid @Gautam__Baid
144K Followers 365 Following PMS in India: https://t.co/VfkaWb3gub. India Fund in the US: https://t.co/hLWnq5Px9y. Book: https://t.co/BHLZ6Dju6wLuke Coutinho @LukeCoutinho17
64K Followers 490 Following Integrative & Lifestyle Medicine. Self Made, Natural & Imperfect. | winning one day at a time | +919833512822Mac10 @SuburbanDrone
94K Followers 0 Following Bachelor of Finance 30 years trading experience 17 years blogging experience INVEST AT YOUR OWN RISKRaghav Chaudhary @MrRChaudhary
66K Followers 717 Following Founder - Tiger Assets Pvt Ltd | SME PVT/IPO fund raise & listing | Entrepreneur - Visionary | Advisory & PMS Contact on - 9082571009 | #EyeOfTheTiger 🐅10-K Diver @10kdiver
290K Followers 160 Following I help people understand the fundamentals of finance and investing.Naveen Jindal @MPNaveenJindal
322K Followers 712 Following Chairman @JSPLCorporate | 2-time Member of Parliament | Member @BJP4India | Proud Indian | Love for Tiranga 🇮🇳Subhrakant Panda @subhrakantpanda
7K Followers 104 Following Managing Director @IMFALtd | Immediate Past President @ficci_india | Past President, International Chromium Development Association | RTs not endorsementMysteel @MysteelGlobal
8K Followers 591 Following Latest updates on steel & iron ore, coke & coal, base metals, battery materials, energy & chemicals, decarbonization path. LinkedIn: Mysteel GlobalSamit Vartak CFA @SamitVartak
50K Followers 55 Following Chief Investment Officer, SageOne Investment Managers LLP. Money shouldn't overshadow the bigger purpose of life.@goindiastocks Again Selling started by Mr. Rajat Agarwal. Hopefully this is the only one?? Also pls advice him to sell to big domestic names. They add more value.
@goindiastocks stock.list doing great anant raj kya kehne, GPIL capri global , Aditya Jai balaji 🙏
@goindiastocks No interest in Adani and has investment in IFCI.. yes, you are right, great bet 😂😂
@goindiastocks Heard even Swan Energy has his interest !
With all your support and good wishes, we are pleased to inform you that we have transitioned from Individual Research Analyst Registration to a Corporate Research Analyst Registration under the name “Trudence Capital Advisors Private Limited” SEBI Research Analyst…
Indian Railway earned Rs 1229 crores in cancellations of waiting tickets. My gosh . It’s a huge sum . Many big PSUs find it difficult to have this margin . This is really an example of monopoly . #IRCTC @varinder_bansal @ZeeBusiness @goindiastocks 🙏
#BCLInd Thanks for explaining future prospects and company strategy. Best of luck. Only thing missing was an update on the completion of Svaksha Distillery expansion @bcl_industries @goindiastocks
🌟बायोडीजल प्लांट लगाने पर कंपनी का फोकस, खाद्य तेल के कारोबार से बाहर निकलने की योजना: कुशल मित्तल, Joint MD, BCL Industries #BCLIndustries #CorporateRadar @Neha_1007
Buy and Hold small cap is a stupid strategy DSP AMC shows how v v few small caps make it big. @deepakshenoy
@goindiastocks @soicfinance Thanks for your time and response. Appreciated
What happens to Profitability of Indian Steel Manufacturers when Chinese start exporting more.. Extremely helpful to study this industry Credits: Bloomberg, Haitong.
@goindiastocks Some consolidation moves in China last year Surprised unviable capacity has not been pruned yet Iron ore prices have corrected recently but remained high (US$100+) throughout 2023
@goindiastocks Waiting for Chinese stimulus
The @RBI grants the final authorisation to @InfibeamAvenues to function as a Payment Aggregator for its payment gateway brand – @CCAvenue, following the 'in-principle' approval in October 2022. @anshul91_m | #RBI #infibeam #CCAvenue cnbctv18.com/finance/infibe…
@Brajeshjhawar1 @goindiastocks @AI_Feb21 @nishkumar1977 @Rishi64776843 but steel prices are not rising on a one year chart
@goindiastocks @KishorePoluri #kirloskar shut downed 1 mini blast furnace due to unfavorable pricing of RM & Pig iron prices. In my opinion all steel plants new capacities will come on stream in few quarters and supply will shoot-up to drag the prices downwards. We will see down cycle soon
@goindiastocks Arora saab, presently 2024 you mentioned 50 rs per kg, I m expecting Rs.500/- by 2034, Just wait & watch the dance,