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5/5
CONCLUSION:
Q3 results - Strong amid tough market conditions with NPAs improving & Income growing, despite weak GDP, MFI stress & retail loan defaults.
However, higher provisions hint at potential challenges ahead.
Stock at low valuations.
Verdict: NEUTRAL to Positive. | 0 |
I hear you.
My main thesis however is that it looks like way too many whales eating good on $SNAI and not enough actual interest/adoption.
Doesn't look like a great investment from my perspective.
These charts are pretty terrible.
Literally every run has had a full reversal.
Why should anybody buy $SNAI? | 0 |
@westernpowers Ugh, I tried trading that thing late last year, couldn't catch a trend to save my life. Its still kind of like that, grinding higher with lots of 25-35% drawdowns. Gonna keep it simple. Re: triangle, inside...good, above...better, below-no bueno. https://t.co/OXBc8nOeP4 | 0 |
@SwagDawwg @0yuan888888 @LyricLee7297 $swag is showing a descending triangle pattern, indicating potential bearish continuation, chief. support is around $0.044, with resistance near $0.06. rsi is oversold, and macd suggests bearish momentum. watch for a break below support with increased volume. https://t.co/w5u2WxQfgD | 0 |
It has a nice dip. Also look at the aggressive dividend.
Those divies could be given away. https://t.co/7j3YbtBKMY | 0 |
$STG rebounds from $0.23 support, targeting $0.75. Rising volumes, supported by $LINK, enhance its bullish momentum. Tracking Bitcoin dominance provides key insights into $STG’s trajectory and timing for strategic entries. https://t.co/TCm7BjeTr0 | 0 |
Dead Stock Walking? I think so. I personally see zero reason to own this stock. Doesn't even pay a dividend. Better off just owning $IBIT https://t.co/VPoLCsWtHW | 0 |
@ajinkyaparakh5 This is long term portfolio stock
Better to avoid for short term | 0 |
I've seen many people burn their hands on this stock. But it has also always looked interesting to me.
I'm excited to read this article later today. | 0 |
chief, $stoic is in a downtrend with support around 0.008 and resistance near 0.012. rsi is nearing oversold, and macd shows bearish momentum, but a potential double bottom suggests a possible bounce. volume spikes align with price drops, confirming bearish sentiment. overall, i hold a neutral to slight bearish outlook, but watch for a bounce from support. | 0 |
#IPOAlert
"Stallion India Fluorochem" is into the business of debulking, blending & processing of Refrigerant & Indl gases. The issue at price band of Rs 85-90/share (P/E of ~ 22x on post issue annualized H1FY25 PAT basis)
(Just for info : it is primarily a trading company) | 0 |
Disagree. The assets do not produce high enough return on “implied equity” to justify valuing the company at the sum of their homes current market value. Investors are not saying what they think the value of the homes are, only the value of the projected future cashflow. And without a path to liquidating assets, the future cashflow is only net income from rental operations.
If Invitation Homes came out tomorrow and said we are selling all of our homes over the next 3 years, the stock would jump 15% because investors would see a clear path to capitalizing on the trapped equity.
Because there is no path to selling the assets the stock will trade based on rental cashflow, which with higher rates, is not very attractive… | 0 |
When I published a recent video detailing their swift and inevitable demise, I got some pushback citing the increase in stock price in recent days.
Guys, that's all speculators scrambling for the last seat in musical chairs. The music is over. There are no chairs. | 0 |
@sourabhdugar_ @kawal279 These do not have investment value. This company got popular due to some custom watches they make, but I am not a fan of their watches. The coin they use is also not real & I see no point.
For shauk- great to buy.
For investment- nahh.
Just a fashion brand. | 0 |
Listen to Michael Saylor explain what he's hoping to accomplish over the next 10 years and tell me you don't believe in this guy.
MSTR is easily a $1T company, probably much more.
Just hold and wait, that's all you need to do right now. You'll be rewarded in the end.
"BITCOIN IS HOPE. I think you can fix a company, fix a country, and fix a family." | 0 |
The more I look at this $CAH bullish silver cross retest on macro the more I think an explosive move is days away.
They are dropping their game in Q1 and branded as the Fortnite of Crypto 👀
Pay attention!
The names behind this game are unreal.
3 Arrows Capital & every major web3 gaming platform supports them, plus every major crypto account in this space are backing them as well ( $beam , $IMX, $Super , Neotokyo) and plenty more!
IMO this is going to have its own parabolic move just like $AXS did, it moves alone and the rest will follow. The chart looks ready for take off at any day now. 🍿👀
NFA 👇🏻
$500 🎯
#Gaming #GameFi bluechip | 0 |
IGI is a solid proxy to super high growth LGD industry.
For now almost a monopoly business.
Added as PF stock today ! | 0 |
this is incredible but also probably the first time we've seen up to date SOTA announced. to put a finer point on it, 2 or 3 years ago these numbers would have represented essentially consensus achievement of AGI https://t.co/5960euJHKW | 0 |
10y UST ylds (candles) v. 10y CGB ylds (red), 2007-present
When the highly-indebted consumer of the world & the highly-indebted factory of the world get economically divorced, the consumer sees secular inflation & the factory base, secular deflation
10y UST now 280bps > CGB
1/ https://t.co/X8QkQrGbUf | 0 |
Going into my third cycle, my goal this time around was to be a silent investor. Stay detached and keep a pulse on the markets.
That changed when in Labor Day weekend ‘23, there was virtually 0 people active on the timeline, let alone bullish.
Except for 2 communities, #SPX6900 and #HarryPotterObamaSonic10Inu.
The last remaining retards of the previous cycle that had nowhere else to go, but knew the bull market was imminent, it was going to get more ridiculous than ever, and threw their few remaining dollars into something that still made them laugh when down 90%.
This is when I knew I needed to stick around them as close as possible. And that regardless of price, I was gonna have fun either way. I just wanted to be in something that I knew would last the rest of the cycle, but I quickly realized these mfers were going generational with their visions. Almost like money was secondary and just having fun on the internet was the main priority. It was such a breath of fresh air.
Turns out those were the people I waited to find in crypto my whole tenure. And it gave me motivation to start publicly posting and work overtime - for them. There’s no better feeling than watching dope people win.
Those people are still here today and I doubt they’ll ever leave at this point. There are very few tokenized communities that will last multiple cycles. I truly believe those two still fit the mold, along with a few other frens I met along the way. As long as bitcoin and the stock market are still alive and relevant, so will their bizarro world counterparts.
Fast forward almost exactly a year later in September ‘24 when my net worth was at ATH but my family got rocked with multiple traumatic events that no amount of money was going to fix.
That’s when I had to take time off and recalibrate my priorities - faith and family is what got me through the last few months, not money in the slightest. And I knew I still had solid communities to come back to when the time was right.
Unfortunately I still have some healing to do. I just wanted to show up when everyone was leaving again, letting y’all know my bullishness never changed. But I have to choose “peaceful life over greed” in order to stay on this journey long term.
I know I’m not special, everyone is going through their own shit. But I did get to learn that you can’t serve two masters. The idea of success has been so bastardized that all I care to possess anymore is my integrity - the scarcest commodity on this planet.
Therefore my mentality hasn’t changed since September ‘23: if I go to zero - cool. if I go another 100x - cool. The plan wasn’t to sell for a long time anyway, so feel free to use me as your exit liquidity in the meantime :)
Love you all, enjoy the holidays. I plan to be more active again in the new year. Rest up because 2025 is gonna be a whole other ball game. | 0 |
The highly elevated $VVIX and significant $VIX backwardation (with the front month exceeding the second month) indicate to me that there’s an unpriced risk beneath the surface, and this selloff may be on the verge of intensifying. | 0 |
Think I was kidding?
It's the stablest thing out there..😂 https://t.co/2yXIEYvMYl | 0 |
Those who missed Some good company earlier have a good chance to start accumulating every fall from here.
Some good companies are mentioned below 👇 👇 👇
👉1 ) - Skipper
👉2) - Sterling Tools
👉3 ) - Indotec transformer
👉4 ) - DYNAMIC CABLE
👉5 ) - Delton Cable
👉6 ) - EPACK
👉7 ) - RBZ
👉8 ) - Shakti Pumps
👉9 ) - EFCIL
👉10) - Tembo
👉11) - Frontier Springs
DISCLAIMER
👇👇👇
👉 Please do your due diligence before investing.
👉Please Note that this is not a recommendation to BUY/SELL. It is for study purposes only | 0 |
$MSTR: Caught in a Perfect Bull Trap! 🐂⚠️
Wall Street seems poised to let $MSTR continue its descent.
🎥 In today's video:
The Bull Trap Breakdown: How it was set up perfectly.
Potential Bottom: My predictions for where $MSTR might find support.
Trading Strategy: How I plan to approach $MSTR trades heading into 2025. 📉📈 | 0 |
Salzer electronics - 2 yrs back it was a perfect stock for investment at 260 rs because of attractive valuations, sectoral tailwind and Capex
Result - 260 to 1580 in 2 yrs despite being a non SME stock.
Keep searching such stocks . | 0 |
Investors/Traders may have different strategies-
My strategy is not to believe in Stop-Loss concept and focus on fundamentals.
My favourite stock(name withheld) as I am still holding.
Bought in 2007, it went down by 75-80% in 2008.
As on date it is 90X of buying rate and today the share made a new lifetime high. Booked part profit multiple times but still hold a reasonable quantity.
I experienced this exciting returns as I don’t follow SL strategy. | 0 |
Monopoly Stock
#IRCTC
No return from last 3 Years at all .
Same will happen with many stocks in future .
90 Degree move means end of story soon .
#Railway | 0 |
Fwd PE of S&P 500 equal weight of ~17x is 5 turns below the SPY avg of ~22x.
That delta was ~0x for 10yrs before 2020 and has blown out to the widest levels post GFC (don’t have equal weight data prior to 2010).
Current equal weight fwd P/E is ~avg vs last 10yrs and -20% lower than 2021 peak.
Would like to see this data extending to the 1970s if anyone has it…
Takeaway is the *whole* mkt is not super expensive after this little pullback. | 0 |
This is a rather unusual $SPX delta map. It shows some pretty strong selling pressure above (red) and very light (5th %'ile) buying support below, but only to 5,850.
My read here is downside support is very fragile. https://t.co/qW4oPZXxV8 | 0 |
NOT A SINGLE BIG CATALYST FOR $UFD YET.
THIS MOVEMENT HAS BEEN PURELY ORGANIC, PUSHED SOLELY BY COMMUNITY.
LAUNCHED JUST TWO DAYS AGO AND BROKEN MULTIPLE RECORDS IN REGARDS TO GROWTH.
EVEN IF A BIG TIER 1 WANTED TO LIST, IT TAKES LONGER THAN 2 DAYS TO PREPARE, EVEN IF A MAINSTREAM MEDIA INTERVIEW OCCURED IT WOULD TAKE LONGER THAN 2 DAYS TO SET UP AND EDIT.
MARKET NUKED, AND UNICORN FART DUST SHOWED THE UTMOST STRENGTH/RESILIENCE ACROSS THE BOARD.
SHORT TERM MINDSET < LONG TERM VISION | 0 |
$MDAI Spectral AI
Spectral AI is expected to announce top line data results from its 2024 burn study after the holidays and submit its DeepView technology for FDA approval in the first half of 2025.
· Shares Short (11/29/2024) 3.01 million
· Implied Shares Outstanding - 20.28 million
· Float 9.76 million
· 38.72% Held by Insiders
· 14.52% Held by Institutions
· Short Ratio (11/29/2024) 0.95
· Short % of Float (11/29/2024) 26.55%
· Short % of Shares Outstanding (11/29/2024) 15.44%
· 8.2 million owned by the founders and a long term shareholder
· 3.2 million shares owned by institutions
· Currently trading 1.17 times current sales
https://t.co/UxE2vg3dYp | 0 |
#SMRVA
3 gündür satanın sadece küçük yatırımcı olduğunu unutmayın.
FK 3 olan şirketten korkucaksanız borsada olmayın.
Sadece biraz zaman alabilir.
Her ay en az % 30 40 kazanıyoruz % 5 eksi yazsak sorun olmaz.
Çok hissede % 10 15 geri gittikten sonra % 100 gitti unutmayın #thyao #kchol #PGSUS gibi nice şirketler buralara gelirken kaç kere % 50 düştü bir hisseyi 1 ay tutamıcaksan git iddia oyna burası borsa kumar yeri değiş şirket taş gibi. | 0 |
Achieving a market cap of over INR 1,500 crores signifies Spright Agro Limited’s growing influence in the agribusiness sector. #SprightAgroAchieves https://t.co/P1zO9UAKE4 | 0 |
Styro Steve's rally will be the most hated on all of crypto twitter.
The hair is still on and I'm still here and will bull post to $100M or $0.
This is the best meme sub $10M and you won't change my mind $SS https://t.co/IcDBKUDmFf | 0 |
2244やFang+を今買うのは?
チャートは2244(USTechTop20・一歩テック)
Fang+もほぼ同じ
中央のラインを中心に動いており、何かあると上値と下値まで振れる動きです
現在は中央やや上
やや高めだが、高すぎる水準ではありません
本当は下値で買えればいいのですが、待っていても機会損失の可能性が https://t.co/CXIr1taNwd | 0 |
کمپنی کا ماٹو دھندہ ہے پر چنگا ہے 🚨🚨میجر ضیا الرحمن کی بنائی ہوئی رپورٹ لیک ہوئی ہے ۔جس میں سادہ الفاظ میں یہ کہا گیا ہے ہاں ہم تیل کی سمگلنگ کرتے ہیں کر لو جو کرنا ہے ۔ہاں ہم یہ کام بلوچستان کے سارے وڈیروں کے ساتھ مل کر کرتے ہیں ۔آج وہ کمپنی کے سارے سہولت کار وڈیرے اسمبلیوں میں ہیں ۔یہی وڈیرے کمپنی کے کہنے پر آپس میں لڑتے ہیں اپنے اپنے کمشن کے لیے یہی وڈیرے لوگوں کو مرواتے ہیں ۔اور دفن کر دیتے ہیں ۔سب دھندے عہدے پاور کا چکر ہے ۔کچھ تو آجکل عمران کے حق میں بیان دیتے نظر اتے ہیں ۔لیکن اس کے ساتھ ساتھ آپ نے بائیکاٹ جاری رکھنا ہے وہ نہ بھولیں ۔#گولی_کیوں_چلائی #گولی_کا_بدلہ_بائيکاٹ #بائیکاٹ_فوجی_مصنوعات | 0 |
Starbucks has gone to crap.
I visited a Starbucks recently. It was nothing like I remembered:
- Stores are empty—and some are kinda dirty and messy.
- The community cafe vibe is gone. People are in and out. Purely transactional.
- Drinks aren’t interesting anymore.
- Staff are less friendly?
Take a look: their stock price barely moved in the last FIVE YEARS (+2%).
So sad to see such a legendary brand go to crap.
The beginning of the end for Starbucks. | 0 |
You bought Dangote Cement and now you’re complaining that the stock price went down?
Let’s break it down with an example .
When you buy your first stock- you are telling that company - we die together .
If you make profit - you flex , I flex
If you make loss - you cry , I weep .
Price can fluctuates due to Supply & demand , market operations , and economic factors.
Remember, some Stocks are long-term assets, and short-term price drops don’t mean you’ve lost your investment.
Stay patient—investing is a marathon, not a sprint.
For example, Nike is currently declining from $80+ , it’s typical in the market , companies adapt and retrace over time.
Hustle and Shey jeje- padi mi | 0 |
Grafiği muazzam bir hisse var. Teknik 10 numara, kırılım gelmek üzere. Temel açıdan harika
Fiyatı şu an 10 TL civarlarında 3-4 aya 150 TL üstünde olması muhtemel
İsteyenler beğensin bakalım.
Hisseyi paylaştım. Sabit twitte mevcut. Profile tıklayıp Oradan bakabilirsiniz🔔 https://t.co/rX54Jghl65 | 0 |
Believe in projects that survive 80-90% retacements with hardworking leads and community
Been telling yall $SS is the next runner and @SteveStyro aint going anywhere https://t.co/nHWjr2ynZr | 0 |
🚀 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 𝗠𝗶𝗰𝗿𝗼𝗰𝗮𝗽 𝗠𝘂𝗹𝘁𝗶𝗯𝗮𝗴𝗴𝗲𝗿 -2 🚀
👉🏻IT Sector
👉🏻Debt Free Co
👉🏻Developer of UPI
👉🏻Both FIIs & DIIs inc stakes
⚡MCap: 471 Cr
⚡CMP : ₹182
⚡P/E: 19.5
Stock is available at 50% discount from its ATH
A thread 🧵👇🏻 | 0 |
Today Found One Penny ☝🏻 Govt PSU Stock In Which FII Silently 🔥 Rising Stakes
Even When FII Selling Whole Indian Market , There Are Some Gems 💎 In Which FII Silently Buying Also 🔥
Will Disclose This Penny Stock Name Only To Those Who Like 👍 This Post & Retweet
Let’s See How Many Are Interested 🔥 | 0 |
"10 Days, 10 Multibaggers: Unleashing Financial Freedom".
1️⃣ Prakash Pipe Ltd
2️⃣ Gaggle Prepaid Ocean Service Ltd
3️⃣ Auction Pro Solution Ltd
4️⃣ PN Gadgil Jewellers Ltd
5️⃣ IGIL Ltd
6️⃣ KRN Heat Exchanger Ltd
7️⃣ Tembo Global Industries Ltd
8️⃣ India Cements Ltd
9️⃣ Angel One
🔟 Capacite Infra Projects Ltd
One stock detailed analysis will be shared each day !
🔗𝐉𝐨𝐢𝐧 𝐨𝐮𝐫 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 :https://t.co/QwODCXkXiH
✨ Get ready 💪📈
1/n
#SIP #ipoallotment #InvestSmart | 0 |
🚀🔥This stock can be 5X in 2025🔥🚀
💎Full price action explained in chart.
💎Company is the King 👑 of patents in eco-friendly products
💎PE ratio : 22 only || Pays Dividend also
💎 Promoters hold 66%+ stake
♥️🔁 💬Like, Retweet & Comment
“give stock name pls” to get more details in your DM 📩 directly.
Only followers get DM so follow us.
#technology #investment #nifty | 0 |
By the time people realize their mistakes, they might be able to buy back only 10% of their initial position.
The supply they once had will likely by close to fully burned away and they'll have to fight over whatever remains in the liquidity pool.
Gonna be interesting watching them scramble & fumble all over themselves once we kick off the next frontiers.
Such is hyper deflation.
$TitanX | 0 |
This is a head and shoulders top pattern. It might complete and take price to $78,000; it might fail with a thrust hire: or, it might morph into something else. But as it stands right now, it is a head and shoulders top and must be chartist dealt with for what it is. https://t.co/b9AUUO7ddL | 0 |
Good Sunday morning!
I started buying $SCHD in 2018, and by the end of 2021, I had 270 shares (split-adjusted).
Over the past three years, I’ve added 5,598 shares, bringing my total to 5,868! My next milestone is 6,000—but I don’t plan to stop there.
In addition to $SCHD, I systematically invest in the S&P 500, as well as other growth and dividend-focused stocks and ETFs. My goal is to keep building $SCHD to maintain it as a cornerstone of my portfolio. | 0 |
Greaves Cotton is breaking out after 20 years almost with a solid monthly as well as 3Months candle as you can check in this chart
This type of breakout generally does not fail and stock closed with 20% upper circuit last day so its an impulse rally as per my analysis
Next target can be 300/400 in 6-12 months if market does not corrects much due to global factors
Disclosure:This is not any kind of recommendation to anyone just personal analysis so please consult your financial advisor before taking any position be it buying or selling any stock | 0 |
I really like $IQ (IQ6900), read full thesis
@IQ6900_
What it is:
Basically, IQ6900 allows for cheaper storage of files on-chain. This is tech that is actually gamechanging and directly improves Solana as a whole.
This means that projects that need to store a lot of data on-chain (games, RWAs, etc) can now store files for a LOTTTTTTT cheaper than before. Like, a LOT cheaper.
The reason I'm so bullish is because of the people who have vouched for the dev and the tech.
Upon release, the dev open sourced the code. An executive at a major company (I believe Samsung) literally contacted her and told her to take it down and get a patent asap. She contacted a patent lawyer.
Shaw (ai16z guy) has literally talked about $iq in spaces, saying it's one of his favorite projects that's underrated right now.
He also said the dev (dox'd korean girl) is one of the best devs he knows...
Not only that, but here's the two big pieces:
1) Shaw has mentioned integrating IQ6900 tech into Eliza
2) Shaw is visiting the dev of IQ6900 in real life (in Seoul) in this coming week (apparently)
My POSSIBLE thesis (even if this isn't true, the tech is still great and bullish enough):
Shaw is meeting up with the dev in person to build a friendly relationship and to finalize integrating IQ6900 into Eliza.
OR, Shaw is meeting up with the dev in person to build their friendly relationship and just talk about projects, etc...and he TWEETS about it.
Anyway, even if Shaw doesn't tweet about it or doesn't get it integrated soon (I think he definitely tweets about the meet up at worst), the tech is amazing and the dev is really fucking good + tapped in.
CA: AsyfR3e5JcPqWot4H5MMhQUm7DZ4zwQrcp2zbB7vpump
shared in my tele first | 0 |
This stock has the potential to go to 100B over the next 5 years forsure | 0 |
GM.
If there's one year where you need to lock in, it's 2025.
Ignore the emotional political discussions.
The robots are coming for everything.
But before they get here, we are looking at a year or two of unprecedented opportunity.
Heads down. Create value. Stack Sats. https://t.co/Jc8wLkKEP6 | 0 |
Yıldız Hisseler Serisi-2 #GESAN 🐢🔋☀️📈
-Hisse 2021 yılında halka arz oldu, 2 yıllık süreçte X22 yaptı.
-Değeri 22 milyar TL.
-140 milyon lotu var.
-Teknik tarafında diplerde, düşüş trendinin sonunda.
-Potansiyeli Yıldız 🌟#XU100
-Teknik tarafına ilişkin veriler aşağıda👇⤵️
Genel olarak bakarsak;
-Şirket elektrik taahhüt işiyle uğraşıyor.
-Alt şirketi #eupwr en önemli gücü.
-Şirket elektrik alanında neredeyse tüm ürün gamlarını bünyesinde üretiyor.
-GES, RES, Elektrik iletim, panel, trafo vb. tüm işleri yapıyor.
-Sunjunior tarafında ise #arclk'in satışını yaptığı ev tipi depolama cihazı üretiyor.
Temel tarafında @svkiidvcii hocanın tablosunu kullandım.
-Şirket yüksek faiz ve Enflasyon Muhasebesinden fazlasıyla kötü etkilendi.
-Rasyolara bakarsak PD/DD oranı 1.68, FK oranı 19, FD/FAVÖK oranı 7.
-FK hariç diğer rasyolarda sektöründe en ucuz şirket konumunda.
-FK tarafında ise #astor ve #orgenin arkasında en ucuz şirket.
-Tabi en güçlü finansalların geleceği 4. çeyrek verilerinde olumlu etkileyeceğini ve temel olarak ucuzlayacağını düşünüyorum.
Şirket Hedefleri;
-Şirket 2023'te 365 Milyon $ ciroya sahipti.
Şirket 2 yıl sonra yani 2026 sonunda 1 milyar $ ciro hedefine sahip.
-Ciro ve büyüklük olarak en büyük rakibi #Astor.
-Şirket devlet ihalelerinin çoğunu alıyor.
-Suriye'nin yeniden inşasında iş potansiyeli yüksek.
-Rusya/Ukrayna savaşı biterse orada da potansiyeli yüksek (Ukrayna'da fabrika yatırımı vardı savaş öncesi).
Yatırımlar ve diğer detaylar için 2. gönderiye bakınız. | 0 |
First off thank you for 30,000+ followers! Really appreciate it❤️
I know I owe you a $MSTR chart but I want to hold on that until later this week for confirmation. It does look like a falling wedge. $323 and $333 key levels.
So instead I’m sharing $TSLA.
Key is holding $431.7. Would love a bounce or run into 1/2/25 delivery numbers. Looking for $448 then gap fill $450-455 if these prices and channel hold. Back to $413 if no bounce. | 0 |
As have been saying
- Gala sab ka sookhta hai
- Darr sab ko lagta hai
- safety sab ko important hai
Lot of FDR money shifted to Equity in last many months which never witnessed capital going down and if this grinding market continues for couple of months we will see sharp increase in this. | 0 |
People gonna be angry at him but he's right. Privately owned Indian steel companies don't have the luxury of underwriting their losses. China Baowu is state-owned. SAIL has to step up their game. https://t.co/VdgKq4Q1cV | 0 |
Fang+ そろそろ買い場か?
年末だいぶ調整してきて、トレンドラインに近付いています
まだ少し下げ余地がある状態
ストキャスもクロスしそう
これまで30くらいでクロスして必ず上昇に転じて来たので今回もそうなるか?
個人的にはNISA積立枠を一括で6日に設定してあります
下げ止まるといいのだが https://t.co/H3UIUsZxwc | 0 |
📈 Mag 7 now make up 34% of the S&P 500. https://t.co/DTAMV9IEk6 | 0 |
JANUARY 1ST: 🇺🇸 GARY GENSLER WILL BE GONE ON THE 20TH
AMERICAN BLOCKCHAINS ARE RIPPING $XLM, $ALGO, $XRP, $HBAR, $ADA 🔥
NOBODY WILL HAVE A BIGGER 2025 THAN $DAG
Why?
*(only one on the list under Billion Market Cap which means more upside potential and ROI)
$50M In Federal Pipeline
Multiple applications that fall within the National Defense Authorization Act (NDAA)
Will Set policy priorities and goals
for working groups within Digital Chamber
National DigiFoundry (NDF) was already recognized as a center of excellence by the United States Department of Treasury
NDF is a collaborative initiative fostering innovation in the digital asset ecosystem
Funded initially by the National Science Foundation
It operates as a Decentralized Autonomous Organization (DAO) and business incubator made up of over 300 companies and over 30 Government Agencies
The entire NDF is built on Constellation DLT and all members are issued $NDT tokens | 0 |
It seems I see something you don’t.
@MultiversX should already be in the top 3.
It’s insane you don’t see or value it that way.
$EGLD is ridiculously undervalued—you can’t even imagine how much.
It's insane.
It took me over 2,500 hours to realize everything from A to Z. https://t.co/zeSgisfJxs | 0 |
That escalated quickly... 🚀
#SPX6900 JUST HIT 1 BILLION MARKET CAP.
I'm ready to hold this through the whole bullmarket. Maybe add more on dips. https://t.co/JbHORjXxcj | 0 |
$SUI Dominates $SEI in every single on-chain & fundamental metric out there !
Don't get fooled by the misinformation being spread by paid sh*tfluencers
DYOR because the market doesn't protect the fools
THE TICKER IS $SUI WITH A HUGE "U" https://t.co/nWwFX3Z0wQ | 0 |
$ASTS & ASTS Spacemob - happy new year and thanks a lot for 2024.
Our mutal fund, DNB Disruptive Opportunities ended the year as the second best fund in the world (out of ~30.000 funds), according to Morningstar.
The single largest contribution to the performance was ASTS. We work with several early/high risk positions, but we would not have been able to hold on to so large positions during the year of derisking (2024) without all your research and competence. You are not the clueless😉Very gratful 🙏
I dedicate this silver medal to all of you 😀, and if you ever are in Oslo I buy you a beer. 🍺
All the best for 2025 🚀 | 0 |
$TAO update:
We're witnessing a bounce from the 10H block perfect level at 434$ and there's where, together with the confluence coming from holding the multi-week BB on TOTAL 2, the 315B on OTHERS and the 1.272 Fib, I started to accumulate more heavily with the profits obtained before.
Now depending on the next 1D closure (if above 522$) I can start to take a new long position on a potential pullback, if provided.
496$ and 460$ are the latest freshly formed levels to put an eye on, otherwise I'm not chasing anything considering the entry at discount levels.
572$ is a partial TP level for me since we have daily supply strengthened by the 50.00% (👁️👁️), looking for trying a LTF/MTF short if the price touches 596$ where we have an interesting HOB.
Between this level and the 700$ there is nothing very significant (just a LTF OB) with the price that if it will start to trade in that area will flash "warning signs" as it would be traded at premium levels.
Previous significant highs are always TP levels.
879$ and 1.000$ are bonuses to me, I don't treat them as "the norm" but as a blessing that the market decides to provide me with and therefore an area where I will take full profits as it also matches the 1.454 and 1.618 Fibs, respectively.
Most accounts will start talking about 2/3K per TAO but if you believe in this, you will probably become exit liquidity. | 0 |
$SPY $SPX Current thesis... fugly into a March/April low 20ish%...forming a H&S getting everyone bearish then rip higher with two 5ish% drawdowns in back half of year...eoy calling for 18ish% year // See my pinned tweet https://t.co/JYXxS47UWw | 0 |
The fact that a boutique firm like KBW can pull the exact same stunt one year later and $SOFI has the same result only reinforces their actions to keep running the exact same manipulation.
It didn’t make sense for $SOFI to fall 14% on that downgrade last year just as it doesn’t make sense that it’s down 10% on this one.
Remember that only a few months later, in April 2024 they upgraded the stock again.
Now they’re rinsing & repeating the same strategy. With nearly the same impact on the stock price.
We should be past this by now.
I’m a buyer here & even heavier if we continue to fall. | 0 |
Couple weeks back I mentioned we should position for $SAI dip, how many of you aped at 0.043.
All buy zone was hit and currently on the run.
Ai agent is the current narrative + after reading deep into @SharpeLabs it’s primed to front run this season with only $6.2m mcap right now.
40x from here and we arrive 240m market capitalization on $SAI 🚀
As always see you on the side that prints… I’ll be printing with my SAI bag in coming days | 0 |
But they're a small, micro company and their output is dwarfed by the larger Italian mills. I think the stuff below looks nice, but most of what's on the market is not this. So many retailers stick to the safer solid colors and only offer patterned linens through custom. https://t.co/FRLFS9KM4j | 0 |
trust in the squiggles and it will $send.
2x profits if you bought it with me at $60M.
this is a billion-dollar project in the making. https://t.co/yI2YBA7F1z | 0 |
New Year Stock Idea - 3
Delton Cables
CMP 985
Market Cap 851
Stock PE - 80.5
-Revenue Growth: 94% YoY
-PAT Growth: 155% YoY
•Order Book•
-Current Order Book: Stands at 275 cr as of September 30, 2024.
-Focused on high-margin private EPC players and expanding in high-growth sectors.
-Strategic emphasis on demand-pull marketing aligned with India’s infrastructure growth.
•Expectations of 6X increase in revenue•
-Current revenue stands at 401 crore which is expected to rise to 2400 cr by 2030, a solid 6X increase.
•Capacity Expansion•
- to cater to the emerging telecom sector demand of major Telecom operators.
#Deltoncables #multibagger | 0 |
A thumb rule in spin off investing
If it's covered too much by the media, it's not worth investing in. | 0 |
Most should buy MSTY instead of selling Covered Calls on MSTR, .99 expense ratio is worth it to have the professionals do it instead of spending time managing positions. | 0 |
$SAI: The Next 50x AI Gem
Missed $TAO at $3M? $SAI is at $3.5M and primed for a run.
$TAO hit $10B.
AI agent narrative = massive upside.
Backed by same investors/KOLs as $TAO.
Targets: $0.1 → $0.5 → $1
CA: 0x3567aa22cd3ab9aEf23d7e18EE0D7cf16974d7e6 https://t.co/OHbt7eoUVR | 0 |
great start to the year on stream +40pts
recognized high resistance liquidity run conditions early on and waited for a manipulation and inversion to take a short
wanted to hold for 21,121.75 but took a time stop because it was stalling for too long and $ES took out new low of day | 0 |
. @spx6900 just hit $1b while everyone is distracted by AI agents.
SPX is not a funny picture of a cat or dog. And it doesn't have a chatbot.
It's a movement driven by animal spirits and delusional belief.
Reminds me of BTC.
Feels like the market doesn't understand this yet. | 0 |
We've mentioned before @stacydavisgates is in a tight spot, but @stevedaniels27, again, serves up a truth bomb, perfectly articulating how SDG is facing an uphill battle for reelection.
Stacy's seat is scorching hot.
CTU membership is restless, and Stacy won't be able to deliver 9 percent raises. | 0 |
Of course +60% looks good but I will not sell one single fkn $SAN
We will get back to that in a few weeks!
For real GN!
2z1p8xCEjRzpBHjXWrx4tJnz7BFL6z7NnvbCxH7bpump https://t.co/u9mqObisKH | 0 |
“Put all your eggs in one basket and then watch that basket very carefully.”
- Stanley Druckenmiller
When I first started investing, I used to think that diversification was the ultimate key to success. My portfolio was scattered across so many stocks that I could barely keep track of them. Most of these were the usual suspects, the mainstream names everyone talks about. I wasn’t doing much due diligence beyond skimming headlines and following the crowd. My money was spread thinly, and as a result, I never experienced any meaningful or exponential gains. Worse, I had no conviction. During downturns or periods of volatility, I’d sell too early, driven by fear rather than logic.
Over time, I realized this wasn’t the way to achieve real, compounded gains over the long term. For me, the path to success lays in concentration: focusing on a few stocks I knew inside out. That approach required real work: digging deep, doing the research, and moving beyond the surface. Sure, you can get lucky occasionally, but there are no shortcuts if you want to stay ahead of the herd.
The more effort you put in, the more conviction you build. And that conviction becomes your greatest asset. It gives you the confidence to weather downturns, even adding to your positions when prices are low and sentiment is overwhelmingly negative. Conviction helps you see opportunities when others only see risks. It makes you believe in the companies you’re holding for the long term, not just because of their potential but because you’ve done the work to understand them deeply. Over time, I’ve learned that stock prices often reflect sentiment more than fundamentals, and understanding this has been a game-changer.
Nowadays, my long-term portfolio is highly concentrated, rarely more than 5-10 stocks. For each one, I know almost everything there is to know, down to the smallest details that it can sometimes turn into an obsession. I would joke with a friend that if you can’t name the CFO of a company you’re holding long term, you don’t know enough about it. That level of understanding builds the kind of conviction that allows you to make big bets when it matters. It’s risky, yes, but the rewards are worth it when/if your thesis plays out.
Of course, there are short-term trades or interesting opportunities you can capitalize on, but I’m talking about long-term investing with a 5–10 year horizon. There’s nothing more rewarding than being early on an idea, building conviction, and watching your thesis come to life. But it takes time, patience, and a deep understanding of what you’re investing in.
Concentration isn’t for everyone, as it comes with higher risk compared to diversification, and for 90% of people, it’s simply easier and safer to stay diversified. The downturns with concentration can be very painful and agonizing, but the potential rewards of concentration couple with conviction are undeniably greater.
I’ve always felt aligned with Stanley Druckenmiller’s approach to investing, as his philosophy of making concentrated, high-conviction bets deeply resonates with my own experience and strategy; so I’ll end this with a couple of my favorite quotes. | 0 |
Bought more $SEKOIA here.
DPI is 25.32x meaning if they invested $100k, they paid out $2,532,000 in airdrops to holders. I dont think most users realize the large airdrops they get are due to their $SEKOIA bags.
MOIC is also a staggering 31.57x (Total ROI)
If you go to the $SEKOIA site to "pitch $SEKOIA", you are put in a TG room with the AI. IMO people believe it has been @ai making these investments, that hasnt been the case.
The AI is 5 for 5 on investments and printing millions of dollars in a venture fund. It's mindblowing how scalable this model becomes when they can review 1000s of decks per month if needed. | 0 |
【4970 東洋合成工業】
📝2025年 2バガー期待銘柄◎
時価総額 443億円 株価 5440円
PER 17.26倍 → PER 12.30倍(予)
PBR 1.87倍 自己資本比率 35.5%
ROE 10.8%(予) ROA 3.9%(予)
配当利回り 0.73%
⭕フォトレジスト関連
⭕AI関連
⭕グローバルニッチ(世界シェアNo.1)
⭕国策(助成金◎)
⭕上方修正◎
⭕設備投資◎
⭕円安メリット◎(想定148円/$)
⭕株主優待あり◎(3月末)
⭕中期経営計画◎
⭕2バガー期待銘柄◎
【AI市場の成長が追い風】様々な半導体向け感光材を供給できる世界唯一のメーカー。超高品質と生産力を両立し「世界No.1ダントツ企業となる」という目標を掲げている。
⭕半導体やディスプレイの素材である感光性材料の開発・製造・販売。感光性材料世界シェアNo.1(約7割)
⭕品質が安定した高純度な感光性材料を少量多品種で製造できる生産技術を強みとしている。先端半導体向け研究案件の相談相次ぐ。
⭕東洋合成工業の技術は、自動運転やAI、5Gなどにも使われ、先端半導体向けをはじめとする感光性材料の需要も今後ますます拡大することが予想されている。
⭕特にAIをはじめとした高性能な電子デバイスの実現に向け多くの機能性材料の供給拡大が望まれている。AI市場は2030年には21年比で20倍の成長予想。
⭕東洋合成工業は、拡大する需要を満たす充分な生産能力増強投資もしている。
⭕今期の業績予想 前期比 (会社)
売上高 319.5億円→382億円
・+19.5%↑
営業利益 35.1億円→36億円
・+2.5%↑
経常利益 33.9億円→35億円
・+3.2%↑
純利益 23.9億円→25億円
・+4.3%↑
⭕旺盛なAI関連投資を背景に需要が拡大。下期からArF EUV向け材料の生産キャパシティを1.8倍にする新設備が稼働開始。
⭕供給拡大に向けた生産能力増強投資は2025年3月期上期にほぼ完了。来期以降、収益寄与の見込み。
⭕今後も半導体向け感光性材料や化成品事業の高純度溶剤などの需要の増加が見込まれる。
⭕来期の業績予想 前期比 (四季報)
売上高 382億円→440億円
・+15.2%↑
営業利益 36億円→50億円
・+38.9%↑
経常利益 35億円→50億円
・+38.9%↑
純利益 25億円→36億円
・+43.9%↑
⭕中期経営計画◎2027年3月期計画
・売上高:500億円以上
・営業利益:80億円以上(16%以上)
・設備投資額:300億円(累計)
⭕助成金交付◎助成額約70億円
→半導体フォトレジスト原材料(感光材&高純度溶剤)の供給能力拡大計画が、経済産業大臣により「供給確保計画」に認定。
→急増する需要と顧客品質を満たす安定供給体制を継続的に強化するため、半導体の製造に必要不可欠なフォトレジストの主要原材料を製造する千葉工場、市川工場、淡路工場において生産能力を強化。
⭕中期経営計画に与える影響は現在見込んでいない→次期中期経営計画期間の設備投資総額、助成金の受給額、及びその影響については、今後開示すべき事象が発生した場合速やかに開示するとしている。
⭕レーティングコンセンサスは「強気」の水準、目標株価コンセンサスは11,910円。
・7,800円 シティG 1継続
・10,000円 SBI 買い継続
・10,400円 モルガンS Overweight
・10,400円 野村 Neutral
・10,600円 BofA 買い継続
・11,000円 丸三 新規買い
・12,200円 いちよし A継続
・13,450円 東京海上 OP継続
※12ヵ月以内に各証券会社より発表された東洋合成工業のレーティングor目標株価。
⭕半値八掛け二割引◎
天井をつけた後下落局面に入った時に底の水準を判断する目安とされる相場の格言。
高値×0.5×0.8×0.8=0.32
つまり天井(高値)から三分の一程度まで下げるというもの。
⭕東洋合成工業の高値は19270円。半値八掛け二割引をすると6166円。現在の株価はそこからさらにオーバーシュートして5440円。
⭕高値から調整をしており、現在の位置から上昇トレンドに反転すれば2倍近くの値幅は取れると思います。
⭕業績予想についても来期以降、大幅な増収増益基調になることから今期〜来期中にかけて大きく上昇が期待できるでしょう。
⭕想定為替レートも1ドル148円と保守的な見積りで円安の寄与あり◎
⭕案件増加の需要に応えるだけの設備増強もしており来期以降の数字に期待が持てる。
⭕短期的に見てもゴールデンクロス間近で、よほど地合いが崩れなければ株価も上昇すると思われます。
※ゴールデンクロスとは、短期の移動平均線が長期の移動平均線を下から上に突き抜けるパターンのこと。相場が上昇傾向になる可能性があるという買いサインの一つ。
⭕短期でも30〜50%程度の上昇が期待でき、明確な上昇トレンド転換となれば1万円付近まで戻すでしょう。
⭕上場来高値の19270円も来期以降モメンタムがあれば十分に視野。
〜四季報ガチ勢独自予想〜
⭕短期の目安
下値 5200円 上値 8500円
⭕長期の目安
10000円以上 | 0 |
A super fabulous morning star
💫
Perfect and absolute sign of reversal
Ideaforge
Price is Half than ATH
#chart_sab_kuch_bolta_hai™️
Targets -800,1000,1200,1400 https://t.co/LNgGyi9aQZ | 0 |
Added more $FWOG since this post
I was already convinced that it deserved billions in Mcap due to its uniqueness, the incredible talent of the artist @Groowut and the strength of the community
But I’ve since realised that they actually just registered their copyrights and now seem to be focusing on building up their IP, which is extremely bullish imo
On top of the daily art, they’re now making animations, teased plushies + potentially merch judging from the screenshots below (?)
They’ve also started to spread their content outside of X, with TikTok & Instagram
IP has great value in the web3 space, the Pudgy Penguin franchise is the best example of that
The path that FWOG is currently taking ensures it remains highly differentiated due to its IP, and cements it as a project that is simply playing in another league than 99.9% of the other SOL memes
Fwog good, very good | 0 |
so $TANK has slowly become one of my largest new bets
although their product and positioning still has a long way to go
i think this could be a massive sleeper infra project that is playing in a blue ocean (19M MC)
here’s why… https://t.co/If3VdBUioh | 0 |
Investing at all-time highs: not as risky as you might think.
Returns have actually been stronger when 'buying the top.' $SPX https://t.co/jbPQQrIiX6 | 0 |
Bu hisse dip.
Düşecek yeri kalmamış.
Kimsecikler konuşmuyor.
Beğeni ve rt yap yeterli ilgi gelirse açık halini paylaşacağım. https://t.co/21eIlb5wYK | 0 |
-26卒 -
【カルビー 早期選考対策】
この会社は提出期限より早めに提出しよう
事務系、理系用に先に情報出しておきます!
締切1/19
年収770万
ES・面接に使える情報
①圧倒的シェア→スナック5割 シリアル4割
②SDGs・睡眠・プラントベース食の注目新技術
③量的拡大から脱却→マーケティング、ブランド強化
詳しい解説いくよ
まず株主に向けて発表されている今後3年間の戦略については以下を知っておこう
スナック・シリアル事業
量的拡大から脱却し、マーケティング、ブランド強化による付加価値向上を目指す
限られた資産・資源を活用して、利益を最大化するための販売・稼働計画を行う
特に注力する2点
北米、中国→中長期的に成長機会の大きい領域
食と健康のアグリビジネス
ばれいしょ、甘しょ、豆等
アグリビジネスっていうのは農業とビジネスを組み合わせた概念や経済活動のこと
ポテトチップスの会社だからね、当然原料を作る農業にも強みを持っている後述するけど、この視点は面接前までには持っておけるようにしよう
ここからは直近の成績について
売上高は、279,315百万円
上期は原料の馬鈴薯が不足し、馬鈴薯以外の以外を原料とするコーン・豆系スナック等の拡売するなど
企業全体として、チームワークで乗り切っている
こうゆうことが全体でできるところに言及するのもいいと思う
カルビーのレビューを重要製品ごとに紹介
ポテトチップス
価格・規格改定効果に加えて、秋の北海道産原料ばれいしょの収穫量が計画通り確保できたことにより数量が伸長
発売30周年を迎えリニューアルやプロモーションを行った「堅あげポテト」や、上期のばれいしょ不足に対応して輸入製品を拡大したこと等が貢献
じゃがりこ
外出先での需要が高まったこと等を背景にコンビニエンスストアでの販売が伸長したことに加え、TVコマーシャルやパッケージリニューアルが奏功
・新価値製品・その他スナック
コーン系スナックと土産用製品が好調
コーン系スナックは、ばれいしょ製品の供給が不足する中で販売に注力したことに加え、相対的な値ごろ感から需要が高まった
国内旅行需要の回復や外国人旅行客の受け入れ再開により「じゃがポックル」等の土産用製品が好調に推移
ちなみに海外は
北米
→「Harvest Snaps」は価格改定効果とパッケージリニューアルやラインアップの拡充により伸長
「かっぱえびせん」も人気
中華圏
→Honey Butter ChipやBaby&Kids向け製品が好評
シリアル食品は新製品ミューズリーの発売や「フルグラ 糖質オフ」の拡販、新規ECチャネルへの進出が貢献
新技術分野
SDGs系
未利用資源であるばれいしょの皮から抽出した「ポテトセラミド」の摂取による肌への有効性を確認し、論文として掲載
「miino(ミーノ)」の原料(大豆)に新潟県栗島の在来種を使用し、持続可能な未来を目指す「栗島一人娘プロジェクト」が第3回新潟SDGsアワードの大賞を受賞
プラントベース食系
プラントベース食をもっとおいしく身近なものにするための「Plant Based Calbee」プロジェクトとして、大豆粉を発酵させた植物性の飲むヨーグルト「SOYぐる」、大豆由来のシリアル食品「SOY’s flakes」等を発売
睡眠市場
より良い睡眠をサポートすることを目的とした可食性フィルム「にゅ~みん」を2022年に発売
株式会社S’UIMINとの戦略的パートナーシップを通して、睡眠の質を高める新製品・サービスの創造を推進
ちなみにカルビー初の機能性食品だそうです
睡眠人材の募集などこの分野にも力を入れているので、知っておこう
少し多めに情報出したので、あとは自分の強みや熱意の持てる部分と組み合わせてESや面接で使ってください
いい会社なので是非狙っていこう!
※締切は専門職系だけど、事務系と理系も来たらすぐ出せるように先出しします | 0 |
Ape a nice bag and hold for at least 1 month.
Stop jumping into shit projects and buy the ones with solid teams and longterm roadmap like $SNAI
I will come back in a few months and you will thank me later. Invest in good tech | 0 |
"FOUR WEEKS, FOUR SECTORS - UNLOCK OPPORTUNITIES, ONE SECTOR AT A TIME".
A. ELECTRONIC MANUFACTURING SECTOR (EMS)
2. Syrma SGS Technology
Detailed Analysis :
#SyrmaSGS 📌 https://t.co/Y5hrNV1mEM | 0 |
$SHOGUN | Conviction Play
- First DAO AI Agent on https://t.co/qCDptazlwc, like $VADER & $WAI, powered by $TAO (Bittensor)
- AION dropping Jan on Polymarket
- Shogun’s been expanding the portfolio
TAO team might push their AI ecosystem hard next month. Perfect entry here to get in imo! | 0 |
$GALA 1W, We had a lot of FUD last year that caused a dent, but despite that, the chart has held well.
• We are currently attempting a break of the 1W trend after reclaiming the 1W S/R level.
$0.33 - $0.29 is the are to bid for me. If we get a retest of this level later in Jan or Feb, I will bid.
#GALA #GALAUSDT | 0 |
全員で稼ぐんじゃ👊
株価は500円以下
わしが6バガーを的中させた
リベルタを遥かに越える
強力な上昇根拠がバンバンでとるw
今、この銘柄を知れる投資家だけが…
""この株式市場で最大利益を狙える""んじゃ
『株価10倍』の利益を得たい者は
【フォロー&イイネ】して待機するんじゃぞ👊 https://t.co/FSB9CI9Gsv | 0 |
Those 20 ideas!
As I was away for a few weeks, just sharing below some of my thoughts on various names that I came across in my X-absence!
1. Freshara Agro: SME, risky bet but management guidance is very good. FY26 PAT is expected to be 45 Crores. If mgmt. can achieve that, it could be easily 2-3x from here
2. Kilburn Engineering: Promoters continuing to buy. Their acquisition creating cross sell/up sell opportunities for future!
3. Axiscades: Good days might be coming if they can onboard good mgmt layer (there is talk of PE fund might be entering)
4. Kabra Extrusion: Rumor is they are selling OPVC machinery (extremely high demand) and next few quarters could be very good. But we also need to remember that Good hype was created when they launched Battery packs.
5. Manaksia Coated Metals: Mgmt is offering excellent guidance for FY26. Both topline growth and margins expansion. Go thru the concall
6. Shree Ganesh Remedies: One CRAMS project gave them bumper growth in top-line and bottom-line in H2FY24 but the CRAMS project that they were to execute in H2FY25 got delayed to FY26 and hence FY25 will be more or less flat with margins returning to 28%. A worthy name to study if you are a pessimism lover!
7. Epack Durable: Hearing from friends that brilliant numbers expected in H2FY24
8. Apollo Micro Systems: Mgmt gave great guidance (well captured on twitter already) and hearing from friends that mgmt. is actively pursuing capex. FY26 defence budget could create sparks here!
9. Kernex/HBL Power: More orders expected on Track related (50L per KM). Main question of course is, how much of the recent Kavach orders can they execute in FY25 and how much might get pushed down to FY26 might determine Q4FY25 numbers (and the price action).
10. CreditAccess Grameen: Good volumes recently...Maybe Stage-1 will stabilize around this price? Next 2-3 months should tell
11. Transmission Names: Learnt from Niveshaay's presentation that only 10% of the transmission work is done in India and plenty to happen. So, we haven't even see half of the movie yet! Picture abhi baaki hain...Keep an eye on Transformer names, and their sister concerns PLUS cables/wires
12. Laurus Labs: Technically looking good with the anticipation of better H2. Main question is how much better Q3FY25 will be both on QoQ and YoY and that would determine the future price movement! General consensus is Q4 > Q3 > Q2. Could Laurus touch 4 digits in CY25 is another question!
13. RBZ Jewellers: Taken excellent support at 50 DMA and looking better, next week would be the key for it to break the new highs! They have an adjusted target of 1300 kgs of Gold as the target for FY25 and they did 542 kgs in H1. Which means H2 should be blockbuster (if all goes well)!
14. Utssav CZ Gold Jewels: After a long consolidation, December offered beautiful run. May consolidate a bit around the current range probably until H2 results
15. AVP Infracon: It's on fire, I have recently averaged up this one. Next couple of months could be very interesting here. It is still cheap when you look at FY26 valuations!!
16. Transrail Lighting: Probably cheapest in its space. Bangladesh is seen as a reg flag but that may not be the case.
17. Manorama: Looks expensive but next 2-3 quarters could offer very good growth both in topline and margins!
18. Accent Microcell: The proposed capex (funds thru Right issue) could push the capacity by 150%. So, if they do execute well, a good story in making!
19. Triveni Engineering: The merger and demerger have excited the market and pushed up the price but now seems to be calming down as those events are probably 3-4 quarters away. Either case, if its available around 370-380, that might be a good price to start the accumulation. Gears business should do well and demerging that also would allow Triveni mgmt. to focus on Water EPC and eventually demerge that also maybe after 2-3 years!
20. Unimech Aerospace and Manufacturing: If Trump or someone spooks the markets over the next few weeks/months and for whatever good/bad reasons, the stock price comes down, worth a name to accumulate! | 0 |
If the holders are constantly going up
While the price is going down
You may have found yourself a real gem 💯 | 0 |
$ASTRA 🤖🔥
Amigos, let me tell you, in almost a decade in this space, I’ve never seen anything quite like this. The ecosystem is next-level, the team is world-class, the delivery is unmatched, and they’ve even built their own neo-bank. There’s so much more to mention, but honestly, I’ve lost count of all the innovations.
They remind me of $LINK in its early days—before it hit a multi-billion-dollar market cap. And guess what?
Back then, $LINK didn’t have even half the attention that $ASTRA has right now. ¡Increíble!
$20 - $50 - $100 in the next few months? Don’t sleep on this. Bookmark this, amigo! 🌵🚀
¡Buenos días to your portfolio! 😉 | 0 |
𝘀𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘁𝗵𝗲 𝗼𝗻𝗹𝘆 𝗽𝗮𝗿𝗹𝗮𝘆 𝘁𝗼 𝘁𝗮𝗶𝗹 𝘁𝗼𝗱𝗮𝘆 . https://t.co/kJRlxqf4EF | 0 |
#BREAKING | "வன்மம் பிடித்த Stock.. Expire-ஆன STOCK" -முதலமைச்சர் மு.க.ஸ்டாலின் அதிரடி பேச்சு
#SunNews | #PudumaiPenn | #CMMKStalin | #DravidianStock https://t.co/SaERfs9ioD | 0 |
MORE STEINHOFF EXECUTIVES EXPOSED
According to a PwC report, Markus Jooste, the former CEO of Steinhoff, and several top executives invested R100-million in a commercial property in Portugal to secure golden visas in 2016. This strategy sought to help them and their families gain residency in the European Union.
The scheme involved buying a building from Conforama, a Steinhoff subsidiary, and the building was then leased back to Conforama for R4.5-million a month. Despite the ambitious plan, the scheme fell apart after Steinhoff's financial irregularities were uncovered in late 2017. The golden visa applications were frozen by the Portuguese government due to the ensuing scandal, leaving the investors without the residency they sought.
PwC revealed that many aspects of the transaction lacked proper approval and documentation, raising further questions about transparency and governance within Steinhoff.
The property’s fate remains unclear after Steinhoff sold Conforama in 2020, according to Fin24.
Other Steinhoff grandees involved in the transaction include former Treasury head Stéhan Grobler, ex-chief operating officer Danie van der Merwe, former chief financial officer Ben la Grange, and Mariza Nel—the group's ex-head of corporate services, IT, and human resources.
Jooste, who is believed to have committed suicide in 2022 — added two of his children, Andrea, and Michael, as well as Van der Merwe's children, Danelle, Patricia, and Rykie — as part of the scheme.
(Pictured—Treasury head Stéhan Grobler, ex-chief operating officer Danie van der Merwe, former CEO Markus Jooste, and former chief financial officer Ben la Grange) | 0 |
🔌Epack Durables - 🧵A Complete thread
🧐You must have seen AC brands like Voltas, blue star are prevailing everywhere , may be in your room, or in your office..etc. These brands never manufacture products, they will buy from/given contracting to the ODM - Original Design Manufacturers.
Today we are talking about one such company who is into largely ODM business on RACs, Domestic appliances. With rising trend on Air Conditioners and average consumer pockets are increasing year by year, we need to understand these stocks businesses closely. 🆒
Electronic manufacturing has been talk of the town since an year in which amber enterprises almost doubled, and PG electroplast is almost 4x just in an year. Epack is already rallied 150% since listing, Jan 2024.
🌟Sector: Consumer Durables, Air Conditioners, ODM
🌟CMP : 526
🌟M cap: 5057cr
🌟 52 week high/low : Now is at all time high
Note: It's a long thread. If you read this thread, you get to know ABC of this company. You don't need to analyse anywhere after you complete this one.
More 🧵👇
#EPACKDurable #Epack #EMS #Electronic #Amber #PGEL #kaynes #StocksToWatch #StocksToTrade #StocksToBuy #StocksInFocus #CNBCTV18Market #Nifty | 0 |
석또는 살림 합쳤고
ST그룹은 주가폭락 없이 롸이징 했습니다
새해 복 많이 받으세요🐍 #석또 https://t.co/XZtYlXKdGl | 0 |
1/2 @Conste11ation Network’s Transformative 2024 Sets the Stage for its 2025 “Year of Evangelism” 🚀🚀🚀
With all the amazing partnership and ecosystem growth initiatives Constellation $DAG kicked off this year, we're expecting HUGE things for 2025!! ARE YOU READY??
👉Read all about it in our latest article (Link in replies)
$DAG $LTX $PACA AmericasBlockchain | 0 |
Seeing a lot of "h" patterns and bear flags setting up and or breaking down across the market. We either get a bounce soon or it's about to get ugly. $MSTR $COIN $UPST $SQ https://t.co/bElwnP7gw9 | 0 |
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