CA | CFA Institute | SXCCAA | Entrepreneur | Investor | Momentum Trader
RANCHI
Joined December 2017
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#MVElectrosystems, increasing conviction by DII, long way to go !!
#MVElectrosystems :
They are key player in the railway modernization space, manufacturing IGBT based 3-phase propulsion systems and power electronics for rolling stock. With the ongoing railway capex push, the business runway looks interesting for the long haul.
Disc. No reco, Just knowledge sharing, Invested.
#NeetuYoshi : They are an interesting player in the metallurgical engineering space, operating as an RDSO-certified foundry with an integrated CNC machine shop. Supplying 28 approved precision components to the Indian Railways, and having recently expanded their installed capacity (from 4,493 to 8,087 MTPA), the business runway looks solid for the long haul. Super latest concall. Looks promising.
Disc. No reco, Just knowledge sharing, [Invested / Tracking].
#MVElectrosystems :
They are key player in the railway modernization space, manufacturing IGBT based 3-phase propulsion systems and power electronics for rolling stock. With the ongoing railway capex push, the business runway looks interesting for the long haul.
Disc. No reco, Just knowledge sharing, Invested.
#moderninsulator posted super results, seems long way to go. Disc. Invested
Superb recovery from day low, hope momentum to continue. Solid proxy to power sector #moderninsulator .
Nice move by #savitaoil, locked 20% upper circuit same day, hope momentum to continue !!
My views on #axiscades
2/3
4. Deferment have negtv impact on Q4, but Q1 Fy 27 will compensate equally, same thing happened with SHREE REF, in 1st 6m, but 2nd half was fantabulous.
5. Its totally on track with its long term vision of being most versatile defence engine.
"Our current shift isn't a retreat; it's a refinement. The ₹9,000 Crore revenue milestone by 2030 remains absolute and non-negotiable." 🔥— Axiscades Management (Q4 FY26)
#AXISCADES
My views on #axiscades
3/3
6. Don't be purtubed with short term hiccups, its busniess ups n downs will be there.
7. I am invested since long, and no plan to exit any time soon.
My views on #axiscades
1/3
1. Result on the face seems bad, actually they need deep dive.
2. Its inline with what they have already said in Q3 results.
3. ESOP exp must not be ignored, it increases as co grows.
Requesting mca to pls look into ur services, spiceB processing is due for last 25 days,no one is free to answer the calls at helpdesk. 3 times tickets have been raised but you people are really busy with collecting fines & issuing notices. Pathetic !! @MCA21India @nsitharaman
Kanhaiya Bhalotia retweeted
Respected sir,We are serving as senior reident doctors as a part of our post pg bond.Sir,few of us have competed and qualified,DNB-PDCET , the result of which is published today. @BannaGupta76 @HemantSorenJMM