Shubham Mishra🇮🇳⚡
@shubhfin
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PGP (Research Analysis) | Active in Markets Since 2016 | Price Action | TechnoFunda | Studied E&C Engg @ MJP Rohilkhand University | Not SEBI Registered
Shahdol,Madhya Pradesh
Joined June 2017
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Some underrated websites for investing research & analysis👇
1.
2.
3.
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MFs in which I am currently doing SIP
1. Parag Parikh Flexi Cap Fund
2. Mirae Asset Emerging Bluechip Fund
3. Axis Midcap Fund
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Top 10 Smallcap Moated Companies by
@soicfinance
1. Rajratan Global Wires
2. Amrutanjan Healthcare
3. Apollo Pipes
4. NGL FineChem
5. Neogen Chemicals
6. Paushak
7. Oriental Aromatics
8. Arman Financial Services
9. SIS Ltd
10. Pix Transmissions
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My Core PF Stocks:
1. Deepak Nitrite
2. Mastek
3. IEX
4. CDSL
5. Acrysil
6. APL Apollo Tubes
7. Saregama India
8. Tips Ind
9. Polycab
10. JB Chemicals
11. Jubilant Ingrevia
12. KIMS
13. India Pesticides Limited
14. Praj Ind
15. DMCC
16. Laurus Labs
17. Balaji Amines
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How to find stocks having high RS ( Relative Strength) Rating for positional trades/investment 👇
Step 1. Go to Marketsmith India website or download their App
Step 2. Sign up by filling some basic details
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Retail Investor who shifted the portfolio from Mid/Small Cap Stocks to HDFC Group/Asian Paints/Ultratech type of LargeCaps
#Onlyforfun
😁😁
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5 Books for Learning & Understand Technical Analysis In-Depth
1. Technical Analysis of Stock Trends by Sir Edwards & Magee
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I see many people commenting that how a 14 year old kid is giving 'Gyan' on Investing.
If the same 14 yr kid would have been from USA then the same people would have showered praises saying how developed they are.
Atleast he is not misleading public unlike others.
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Overrated: Generating 30/40/50% returns from a Small/Midcap stock on less allocation
Underrated: Generating 10/15% returns from a Largecap/ ETF on big allocation
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Thread on Jeevan Patwa Sir's Presentation on Chemicals & Pharma 👇
1. Generating Multibagger requires:
i. Vision
ii. Patience
iii. Hard work
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Mastek promoter Ashank Desai bought 2000 shares worth Rs 50 lakh from the open market on 22nd November
@nid_rockz
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42% Nasdaq Stocks are more than 50% off from their All time highs
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Scanners which you can refer to shortlist stocks:
1.
2.
3.
Disc: Credits to their respective creators
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I know that 90% of the retail investors dont have the free cash to buy the dip or accumulate more isiliye I will not give "ideal" gyan to buy
Review & Hold✅
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MFs in which I am currently doing SIP
1. Parag Parikh Flexi Cap Fund
2. Mirae Asset Emerging Bluechip Fund
3. Axis Midcap Fund
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Do check the Monthly RSI of your portfolio stocks
If it is greater than 90 then sooner or later they will give a good pullback/consolidation
Some examples:
Laurus Labs: 94 to 61
Balaji Amines: 92 to 65
Mastek: 93 to 78
Tips Ind: 96 to 76
Rajratan Global : 95 to 76
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There is a website where you can find all important tweets on companies/analysis/market info.
You can also do a manual search there
@nid_rockz
@saketreddy
@itsTarH
Innovative!!
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For beginners who want to study about Equity Markets should go through these 3 resources:
1. Zerodha Varsity Modules
2. NISM Research Analyst Workbook
3. NCFM Technical Analysis Module
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If this type of market conditions continues for another 5-6 months then the attrition rate of market participants will touch a new high😬
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Hind Copper Q4 FY 21 Results:
Revenue at 531 Crores vs 166 Crores (YoY)
One Time Expense of around Rs 225 Crore that is why bottomline shows net loss otherwise numbers are good
Operating Cash Flow Rs 831 Crores vs Rs 86 Crores (YoY)
@nishkumar1977
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APL Apollo Tubes (APAT)
Recently Systematix Institutional Equities met with the management of APL Apollo Tubes
Key takeaways from the management meeting:👇
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Mastek Ltd
EBIDTA Margin👇
FY 16: 2.8%
FY 17: 10.3%
FY 18: 13.4%
FY 19: 13.5%
FY 20: 15.2%
FY 21: 22.2%
TTM : 24.8%
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From Day 1 on Twitter I have always tried to stick to following rules/principles:
1. Reply to all genuine comments/queries/ DMs
2. Never misguide anyone intentionally
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My top 4 allocation in Core PF as of now👇
Free cash is around 20% now
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Acrysil Ltd
CFO/ PAT Ratio
FY 15: 79%
FY 16: 87%
FY 17: 72%
FY 18: 127%
FY 19: 135%
FY 20: 132%
FY 21: 116%
Anything above 80% is considered to be good👍
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Investors want every company to grow 15-20% QoQ nowadays 🙄
Are bhaiya utilisation levels bhi toh ek baar check kr lo😶
Every company does not work like an IT Company
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JUBILANT INGREVIA LIMITED
COMMISSIONS NEW FACILITY FOR DIKETENES & DERIVATIVES 👇
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Some prominent stocks having their circuit limit revised to 20%
1. Globus Spirits
2. Affle India
3. Greenpanel Ind
4. Neuland Labs
Full List:
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Rajratan Concall
Sunil Chordia: Well everyone knows what the company does & everyone has seen the results
Lets jump directly to QnA
Swag 😜
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Starting my academic journey again
PGP ( Research Analysis), NISM
✌️
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When buying a stock, focus on both fundamentals and technicals
But when selling a stock, focus on chart's price & volume action
If you wait for fundamentals to turn bad, you may take a much bigger loss
Disc : Not applicable to those who reject technicals
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Mastek
Won a multi year large deal worth 45 million euros from NHS (UK)
Similar type of large deals are in the pipeline as indicated by the management in the previous concall
@nid_rockz
@itsTarH
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A quite famous handle on twitter was earlier promoting India Bulls Hsg Fin & now Salasar Techno
Kuch toh integrity rakho bhai sahab
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Epic🤣🤣🤣🤣
I visit forum regularly to lighten up my mood 😬
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How can Bajaj Finance be Debt free?
Am I missing something here🙄
10 Debt free stock Ideas 🐎
🪁IEX
🪁LTTS
🪁Divis Lab
🪁Astral poly
🪁CDSL
🪁IRCTC
🪁Bajaj Finance
🪁Kajaria Ceramics
🪁Polycab
🪁Cera sanitary
Accumulation in any fall is good
Which debt free stock do you hold?
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Acrysil Ltd
Increases its dealer network from 1500 to 1880 Pan India over the last 3 months
Plans to further increase its dealers to ~3000 by the end of FY23
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Closed all positions in CDSL & IEX (Long term portfolio)
Overall ~2.3x gains from Avg Price ✅
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#HindCopper
List of allottees who have been allotted Equity Shares equal to and more than 5% of the Equity Shares offered in the issue
Total QIP Issue Size was Rs 500 Crores
@nishkumar1977
@Jitendra_stock
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Why position sizing is important
A friend of mine bought Renuka Sugar at Rs 9. The stock got shot up to Rs 45 in few weeks
He made 5x in a little time
But the quantity was only 10..Rs 90 converted into Rs 450
Position sizing hai khaas, baaki sb bakwaas ~
@ishmohit1
👌
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Many people are saying that we have seen 130% upmove in Nifty & now it has fallen 8-10% so why there is panic amongst investors
Reality: The capital invested was less at the start of bull run& highest when it reached its climax thats why 8-10% fall will give more pain
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TA + TA 😬
Wonderful Meeting With Himanshu Bhai
Forgot to ask which MA he uses..Next time😃
@_chartitude
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Keep your position sizing in check✅
Markets are currently at critical & decisive zone
Current Cash Level: 43% ✅
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Long term investor : Study the business & don't focus on stock price
Stock price moves up by 5/10 % some day
Tweet comes : Finally conviction paying off
Yeh bhi theek hai😅
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Most important lesson learnt in 2021 : Allocate in full force where the odds are in your favour🙂
Allocation hai khaas baaki sab bakwaas ~
@ishmohit1
🙏👌
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During 2004-2008 Bull Run Nifty 50 Index tested 200 DEMA 5 times
From March 20 lows it has tested 200 DEMA only once
Ek baar test toh ab banta hai:)
I am ready to buy some more Nifty Bees🙃
Chart:
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Deepak Nitrite
Phenol downstream provides $1bn import substitution opportunity👇
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I always read Moneycontrol Forum messages when I need some entertainment😁😂
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Subex Concall Highlights
1. Management has guided for double digit growth rate in revenues for FY22
2. Gradually all existing portfolios will be migrated to Hypersense
3. No additional software infra required to run Hypersense. It is a complete package for end to end soln.
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Commonly seen: Every brokerage report gives a target price within 10-20% range from CMP
InCred Equities: Hold my beer!:)
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Waiting for this tweet👇
"Focus on the stocks which ended up in green..They will be leaders in the next upmove"
😂😂
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Will the market accept me if I don't buy Piramal Pharma😬👀
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Had a wonderful meet with
@ishmohit1
paaji &
@harindersnanda
paaji 😬
@panngesh35
Truly humble guys 😊
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Was reading the 1st ever concall of a company. They are targeting 50x revenues in next 3-5 years.
Sector : E- Waste Recycling
Trigger : Govt Regulation on EPR
Realistic or Bull Market effect😛
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Divis Labs at the time of its IPO was priced less than 4 times the estimated earnings & less than one time sales for FY2003
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Books for Price Volume Analysis :
1. Mastering the Markets by Sir Tom Williams
2. A Complete Guide to Price Volume Analysis by Anna Coulling
2. Wyckoff Methodology in Depth by Ruben Villahermosa
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ETFs are the most underrated investing/trading instrument
Personal Experience
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Buy Steel stocks when SAIL begins to make losses : In Cred Equities
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Many people think that big investors dont look at charts & buy/sell only by looking at fundamentals
Well thats not true..They also look at charts but dont say it in public because charts dont have the SWAG in it
Business/Fundamentals/ Long term bolne me acha lgta hai na🙂
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I only deal in cash segment of the market so naturally I will make money only when the stocks go up
For that I have to rotate cash towards performing sector & stocks
At one point of time I was also having Hind Copper, SAIL, Graphite India
Be a realistic bull not a blind one
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In one of the clubhouse sessions a person was saying that I have shares of Trident and it does not fall in any correction & goes daily 5% up only
Achi baat hai
Now market is going up & trident shares are in continuous lower circuits
"Welcome to the stock market"😉
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Year 1996
Tyre Bead Wire Capacity
Tata Steel: 14,400 Tonnes
Rajratan Global : 5000 Tonnes
Year 2021
Tata Steel: 30,000 Tonnes (~ 2x)
Rajratan Global: 60,000 Tonnes (~ 12x)
In next 2 years Rajratan will double its capacity to 1,20,000 Tonnes
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Graphite India
RSI Negative Divergence resolved on Daily Chart
Looks good for next round of upmove towards 900+
@nishkumar1977
@Jitendra_stock
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Ambit Capital Note on Chemicals👇
"Backing the right business model"
Initiate Buy on SRF, Atul, Deepak Nitrite, Vinati & Sell on Aarti, Navin
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Deepak Nitrite Q4 Concall
Analyst : Are you satisfied with the margins in the phenolics division?
Maulik Mehta : You are asking us if we are satisfied, I can always tell you that we are always satisfied and we are never satisfied
Swag wala answer😎
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Highlights of webinar ‘Investing In The Market That's Trading At A New High’ with
@jeevanpatwa
sir🙏
Stories to look out for:
1) Chemicals
2) CDMO/CRAMS/CSM
3) Retail participation in capital markets
4) Real Estate/Building Products
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Lot of queries on how to get Research Reports
Join these two telegram channels to get all the reports
1. Equity by Research :
2. Equity Insights :
Note: Use these reports only for personal purposes
Janhit me jaari:)
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Building Materials Management Commentary Summary Q1FY23
Plastic Products (PVC Pipes...)👇
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Two lesser known free websites which are quite useful for market research
1.
2.
Check them out once !
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Deepak Nitrite Ltd
Promoter Group purchased 32,800 shares from open market
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Clean Science & Tech
Info about product portfolio, market size & capacity utilisation 👇
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