fundamental3 | Unsorted

Telegram-канал fundamental3 - Fundamental Analysis (Long term)

-

Subscribe to a channel

Fundamental Analysis (Long term)

Now that the Dec-24 results season is over, let’s look at companies with EXCELLENT RESULTS!

CLEAN ENERGY
1. Alpex Solar
2. Australian Premium
3. KP Energy
4. KPI Green Energy
5. Shakti Pumps
6. Websol

TELECOM / SOLAR / POWER INFRA
7. Advait
8. Transrail Lighting
9. Viviana Power

CONSUMPTION
10. Cantabil Retail
11. Khazanchi Jewellers
12. Kings Infra
13. MRP Agro
14. PN Gadgil
15. PNGS Gargi
16. Sky Gold
17. Thomas Scott
18. Vintage Coffee
19. Integrated Industries

CAPITAL GOODS - ELECTRICAL EQUIPMENT
20. Bharat Bijlee
21. Genus Power
22. Indo Tech Transformers
23. KRN Heat Exchanger
24. Power Mech Projects
25. Shilchar Technologies
26. Skipper
27. TD Power Systems
28. Transformers & Rectifiers

CAPITAL GOODS - NON-ELECTRICAL EQUIPMENT
29. Action Construction Equipment
30. Balu Forge
31. Crown Lifters
32. D&H India
33. Kilburn Engineering
34. Tega Industries
35. Tembo Global
36. Texmaco Rail
37. Rungta Irrigation

5G
38. Frog Cellsat
39. Kore Digital
40. Tejas Networks
Copied from stockaajorkal telegram channel
DEFENCE
41. Apollo Micro
42. Premier Explosives

INFORMATION TECHNOLOGY
43. Ceinsys Tech
44. Cigniti Technologies
45. One Point One Solutions
46. Zaggle Prepaid
47. Genesys International
48. DC Infotech

TECH PLATFORM
49. Cartrade Tech
50. Vasa Denticity

NBFC
51. Emerald Finance
52. Home First

SHIPPING / LOGISTICS
53. S J Logistics
54. Tara Chand

SPECIALITY CHEMICALS
55. Sigachi Industries
56. Vishnu Chemicals

DIVERSIFIED COMMERCIAL SERVICES
57. EFC (I)
58. ANI Integrated
Copied from stockaajorkal telegram channel
HEALTHCARE - HOSPITALS / DIAGNOSTICS
59. One Global Service Provider

EPC
60. RBM

HOTELS AND HOSPITALITY
61. Kamat Hotels

MARINE SERVICES
62. Knowledge Marine

OIL & GAS
63. Deep Industries

REALTY
64. Capacite

STEEL PRODUCTS
65. Aeroflex Industries

SUSTAINABILITY AND RECYCLING
66. Gravita

WIRES AND CABLES
67. Dynamic Cables

MISCELLANEOUS
68. Swan Energy
69. Refex Industries


JOIN for more updates
@Fundamental3

Читать полностью…

Fundamental Analysis (Long term)

Now that the Dec-24 results season is over, let’s look at companies with EXCELLENT RESULTS!

CLEAN ENERGY
1. Alpex Solar
2. Australian Premium
3. KP Energy
4. KPI Green Energy
5. Shakti Pumps
6. Websol

TELECOM / SOLAR / POWER INFRA
7. Advait
8. Transrail Lighting
9. Viviana Power

CONSUMPTION
10. Cantabil Retail
11. Khazanchi Jewellers
12. Kings Infra
13. MRP Agro
14. PN Gadgil
15. PNGS Gargi
16. Sky Gold
17. Thomas Scott
18. Vintage Coffee
19. Integrated Industries

CAPITAL GOODS - ELECTRICAL EQUIPMENT
20. Bharat Bijlee
21. Genus Power
22. Indo Tech Transformers
23. KRN Heat Exchanger
24. Power Mech Projects
25. Shilchar Technologies
26. Skipper
27. TD Power Systems
28. Transformers & Rectifiers

CAPITAL GOODS - NON-ELECTRICAL EQUIPMENT
29. Action Construction Equipment
30. Balu Forge
31. Crown Lifters
32. D&H India
33. Kilburn Engineering
34. Tega Industries
35. Tembo Global
36. Texmaco Rail
37. Rungta Irrigation

5G
38. Frog Cellsat
39. Kore Digital
40. Tejas Networks
Copied from stockaajorkal telegram channel
DEFENCE
41. Apollo Micro
42. Premier Explosives

INFORMATION TECHNOLOGY
43. Ceinsys Tech
44. Cigniti Technologies
45. One Point One Solutions
46. Zaggle Prepaid
47. Genesys International
48. DC Infotech

TECH PLATFORM
49. Cartrade Tech
50. Vasa Denticity

NBFC
51. Emerald Finance
52. Home First

SHIPPING / LOGISTICS
53. S J Logistics
54. Tara Chand

SPECIALITY CHEMICALS
55. Sigachi Industries
56. Vishnu Chemicals

DIVERSIFIED COMMERCIAL SERVICES
57. EFC (I)
58. ANI Integrated
Copied from stockaajorkal telegram channel
HEALTHCARE - HOSPITALS / DIAGNOSTICS
59. One Global Service Provider

EPC
60. RBM

HOTELS AND HOSPITALITY
61. Kamat Hotels

MARINE SERVICES
62. Knowledge Marine

OIL & GAS
63. Deep Industries

REALTY
64. Capacite

STEEL PRODUCTS
65. Aeroflex Industries
Copied from stockaajorkal telegram channel
SUSTAINABILITY AND RECYCLING
66. Gravita

WIRES AND CABLES
67. Dynamic Cables

MISCELLANEOUS
68. Swan Energy
69. Refex Industries


JOIN for more updates
@Fundamental3

Читать полностью…

Fundamental Analysis (Long term)

IOC says

👍 Confident of receiving subsidy relief for LPG
🤩 Signs of demand improved in Q4 vs Q3/Q2
👍 Diesel cracks are improving; GRMs are recovering and looking better in Q4

Читать полностью…

Fundamental Analysis (Long term)

Chalet Hotel says Have Close To 3,200 Keys Currently With 1,100 Under Development

Will Take On An Additional ₹500 Cr Debt As Per Deal With Westin Rishikesh CNBCTV 18

Chalet Hotel says Cost Of Borrowing At 8.5% CNBCTV 18

Chalet Hotel says Hospitality Industry Will Grow >10% On A RevPAR Basis - CNBCTV 18

Читать полностью…

Fundamental Analysis (Long term)

Indag Rubber Q3 ; Co. says We are optimistic about Q4FY25 and FY26 growth, driven by Expanding dealer and fleet owner accessibility

Rising demand for cost-effective retreading solutions

Sustainability focus due to EPR regulations

Strong distribution network

With rising fuel and tyre costs, our solutions are increasingly attractive, positioning Indag for market recovery.

Читать полностью…

Fundamental Analysis (Long term)

Steel strong growth!

Maharashtra Seamless expects a 7-8% surge in FY25, dispatching 4.5L tonnes by FY26

Promoters eye 75% stake—big moves ahead📈

Kaushal Bengani on CNBC-TV18

Читать полностью…

Fundamental Analysis (Long term)

‘Importing more LNG from US will be good for India- cost won’t be a worry due to stable Henry Hub Pricing’ Mahanagar Gas MD Ashu Shingal discusses pricing outlook with APM gas supply being restored to 51%. Says co expects 10-11% volume growth and margin of Rs 9-11 per SCM in the coming year

Читать полностью…

Fundamental Analysis (Long term)

Vertical integration

Читать полностью…

Fundamental Analysis (Long term)

PROMOTER BUYING ; MAHARASHTRA SEAMLESS - 549900 shares - 0.41% equity

DEEPAK NITRITE - 27100 shares (second day of buying)

Godrej Properties - 75586 shares

JSPL - 44350 shares

B.L.KASHYAP AND SONS - 20000 shares

KEWAL KIRAN CLOTHING - 10000 shares

NCC - 306853 shares

SAGAR CEMENTS - 7566 shares

USHA MARTIN - 25000 shares

Читать полностью…

Fundamental Analysis (Long term)

Transformers and Rectifiers - TRIL

Revenue Guidance
FY25 👉 ₹2000 cr
FY26 👉 ₹3500 cr

PAT to hit Rs.500cr in 2 years

Demand Supply gap persists for transformers!

Читать полностью…

Fundamental Analysis (Long term)

From IPO ups & downs to building a profitable fintech powerhouse 💡📈 MobiKwik is bullish on the future with tech-driven efficiency & growth in BFSI! 🚀

Upasana Taku & Bipin Preet Singh with ShereenBhan on CNBC-TV18

Читать полностью…

Fundamental Analysis (Long term)

Hospital chain KIMS aims to double revenue in 2-3 years through expansion

Читать полностью…

Fundamental Analysis (Long term)

14-15% earnings growth in FY26 can still be delivered," says Vikas Khemani of Carnelian Asset Management

These are his views on the outlook for the year, banks, RBI policy pivots and more

Читать полностью…

Fundamental Analysis (Long term)

#NHPC powers ahead! ⚡️

Rs 13,000 cr capex for FY26, 14,000 MW under construction, #Parbati2 set for March 2025, and a renewable energy arm listing in 2 years

Big moves in hydro & renewables!

R.K. Chaudhary on CNBC-TV18

Читать полностью…

Fundamental Analysis (Long term)

NHPC Management Says We will commission 800 Mw Project In Himachal Pradesh In Next Month

NHPC Management Says Lot Of Incentives For Hydro Power Sector From Government In India

Will Achieve 80-90% Of Capex Target

FY26 Capex Target Is ₹13,000 cr

NHPC Management Says will list our Renewable Subsidiary In Next 2 Years

Total Hydropower Capacity U/ Construction Is 14,000 MW, Out Of Which 9,300 MW Belongs To NHPC

Читать полностью…

Fundamental Analysis (Long term)

Textiles

Export of ready-made garments from India in January 2025 was at the highest level in the last 34 months.

Must Join 👇
@wealthcreator7

Читать полностью…

Fundamental Analysis (Long term)

Good morning friends

Читать полностью…

Fundamental Analysis (Long term)

EPACK DURABLE Says Despite the shortage of compressors, there is no shortage in product supply

Guidance for more than 50% growth going forward

Читать полностью…

Fundamental Analysis (Long term)

GL Says See No Need For Further Price Hike Or Cut - ETNOW

MGL Says May Achieve 13-14% Volume Growth YoY For FY25

Читать полностью…

Fundamental Analysis (Long term)

Maharashtra Seamless says

FY25 Seamless guidance 👉 4.35 lkh tns with EBITDA/tn at ₹16500/tn

Promoters have been buying shares from open market, desire to increase holding to 75% vs 68%

💸 Looking at best use of cash in books

Читать полностью…

Fundamental Analysis (Long term)

'FY25 Margin will hover around 19.9%', says Shujaul Rehman, CEO, GarwareTechnicalFibres.

Tells that they intend to grow
#Profit in the range of 15-20%.

https://youtu.be/7qvLS2Do28g?si=dM6v0EibZstKXWZW

Читать полностью…

Fundamental Analysis (Long term)

MAHARASHTRA Seamless Management Says See Volume Growth Of 7-8% In FY25

Expect To Dispatch 5 Lk Tonnes Of Seamless Pipes In FY27

See Volume Growth Of 7-8% In FY25 For Seamless Pipes Biz

No Change In Orderbook As We Have Been Able To Replenish Orders - CNBCTV18

Читать полностью…

Fundamental Analysis (Long term)

CAMLIN FINE PRESENTATION Q3

Читать полностью…

Fundamental Analysis (Long term)

Good Morning friends

Читать полностью…

Fundamental Analysis (Long term)

All company conference calls summary you get

Don't miss to Join👇
/channel/+DyGeqpxOwkdlODk1

Читать полностью…

Fundamental Analysis (Long term)

GARWARE TECHNICAL Says Outlook For Q4 Will Be A Strong Quarter

GARWARE TECHNICAL Says FY25 Margins Will Hover Around 19.9% With Solid Growth

Geosynthetics Has Increased From 10% Of Sales To 15% Of Sales - CNBCTV18

GARWARE TECHNICAL Says Fibre & Industrial Products Contribution Has Been Increasing To 15%

Domestic Contribution Is 40%, Could Increase To 45% Over Next Few Years

Читать полностью…

Fundamental Analysis (Long term)

CDMO sector undervalued per brokerages.

Beyond Divis/Syngene, we found 16 cos with >30% CRAMS revenue.

Читать полностью…

Fundamental Analysis (Long term)

MAX HEALTHCARE Says Expect to have 9,000 beds by the end of FY28 - ETNOW

25% of the total capacity depends on government business

Читать полностью…

Fundamental Analysis (Long term)

VERY POSITIVE REPORT ON CRDMO SPACE BY MACQUARIE HEALTHCARE & PHARMA TEAM
Initiate OUTPERFORMS on DIVIS, SUVEN , BLUEJET & SYNGENE

Syngene

TP Rs 835

Benefits from biotech funding recovery, supply chain de-risking, & higher pharma outsourcing.

Expect its medium-term earnings to materially improve as its increasing capabilities are matched by higher capacity expansion/utilisation.

Blue Jet Healthcare

TP Rs 1000

Rapidly moving up value chain in its core contrast media business, fuelling significant top- & bottom-line growth.

Suven Life

TP Rs 1500

Benefits from high-growth cutting-edge CDMO segments and its proven track record to drive traditional business.

Divis Labs

TP Rs 7400

CO largest CDMO firm in India and works with the majority of top-20 global innovator-pharma companies on small-molecule products.

Читать полностью…

Fundamental Analysis (Long term)

AXIS Capital Says Telecom Industry Is In A Good Position With Bharti As A Market Leader

British Telecom Dividend Yield Vs Bharti Ent Interest Payments Are Equitable

Bharti EBITDA CAGR Seen At 18-19% Over The Next 3 Yrs

Читать полностью…
Subscribe to a channel