Sekhar
@LearningEleven
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Let's grow together | None are recommendations | Son of a Veteran | I DON'T offer any paid services
Joined June 2013
For the benefit of new friends who have connected with me here over the last few weeks, I do have a Telegram channel which is absolutely FREE where I post daily updates and brokerage reports. https://t.co/g7fdTBhR8J If the URL doesn't work, search for "Research Reports" on
t.me
Research Reports
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CV industry on cusp of recovery: The domestic CV industry is showing initial signs of recovery especially in the Medium & Heavy truck segment. The key drivers of this recovery will be replacement demand with high ageing of fleet prompting fleet operators to invest into more
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Have you integrated APOL1 genetic testing into your practice? Discover the No-Cost APOL1 Genotyping Program for eligible patients sponsored by Vertex Pharmaceuticals—helping you deliver precision care without added cost. Learn more today!
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Hospitals: A quick valuation comparison of some investor-favorite names Indraprastha Medical Asarfi Hospital Jupiter Life Line Yatharth Artemis Medicare Max Healthcare Narayana Hrudayalaya Healthcare Global So… which one’s your pick? As for me — if you’ve been following my
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"Explain India's Defence opportunity like I'm 5" 🇮🇳 Here goes: 📉 2014: World's largest importer. 🚫 The Trigger: 5,521 items officially banned from import. 🏭 2025: Private players captured ~23% production share. 🚀 The Growth: Exports surged 30x to ₹21,000 Cr+. 💰
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This page is from a report that Citi published on Divi's Laboratories back in Apr 2025. Now You See Me: Now You Don't
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I had previously attended the Aerospace session that Rahul and team conducted. It was awesome! I was of course already tracking the sector and couple of companies by then but that session gave me a much better clarity about the value chain and opportunities galore. In a sunrise
Radars are to fighter jets, what eyes are to Humans ! For 30 years, India’s fighter jet radars were "Black Boxes." If we wanted to fire use a Indian missile, we had to ask a foreign vendor for permission—and pay millions just to "unlock the code". While critics said "just
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OBSC Perfection: Management commentary at Nuvama’s Emerging Ideas Conference 2025 Management targets to increase its sales by INR30-40% to INR190-200cr, while maintaining EBITDA margin of around ~18% level. For mid-term (FY28E), company targets revenues of INR500cr with EBITDA
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Interarch - Management commentary at Nuvama’s Emerging Ideas Conference 2025.
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There is lot of MTF on twitter in last 2-3 days! There was a time we used to worry a lot about Promoters pledge, looks like now, we equally need to worry about retailers’ pledge…!!!?
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True and the irony is they bought Laurus around the same time!
Kotak was behind Laurus Labs with multiple sell reports within 1 week couple of years back Now they are targeting Kaynes Technology with multiple sell reports within the last 4 days Laurus Labs did 2x in 12-15mnths post that sell report Let's see what Kaynes does from here
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Nuvama’s love story with Neuland Labs continues - 3rd report in 4 weeks!
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Kindly RT please "Urgent Request for Support: Shivam Gupta is one of my students. His parents were critically injured in an accident and are both in the ICU. The medical expenses are mounting rapidly, and he cannot manage them alone. Any small help is greatly appreciated and
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Indian CRDMO - Revisiting the legendary Low Tech x High Tech classification of Macquarie thru the eyes of Kotak. This will get cult status in 2-3 years of time!
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At a time when the market is out of favour with the defence index, B&K has initiated coverage on HAL, BDL and BEL Of course, that’s the right time to check!!
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Season of Auto Ancillaries
#Shripiston posted long time back. Good management, all products good but was not moving, entire Auto pack was moving exited. Yesterday. Now 100% acq. in Grupo Antolin Companies is done to expand the product range. Yesterday hot ATH with ATH volumes. Can it go Gabriel way now
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Peer Comparison Nephrocare Health Services Jupiter Life Line Hospitals Rainbow Childerns Medicare Dr. Agarwal's Health Care Dr. Lal Path Labs Metropolis Healthcare Vijaya Diagnostics Centre Credits: SBI Securities
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