Founder - Scientific Investing | SEBI RIA @Jaima Scientific Ventures LLP (INA000021030) | Data Science - Top 40 under 40 | Guest Faculty | Ex- EY, HP, ICRA
Bengaluru, India
Joined July 2009
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Q2FY27 full blown analysis coming this weekend through Newsletter and YouTube video
Some insights from what is coming
Oil & Gas, Metals & Power - Differentiated cluster. Why?
#Windlaas One more karm kar phal ki chinta mat kar.
Buying time was when there was pain in price.
The accounting growth and the real growth - Sooner or later market will understand. Buyback icing on the cake. Real cashflow business
Good to see finally flat accounting growth being respected. But market is intelligent . Knows soon it's going to change. But then prices have moved by 15-20%. Decent in last 6 months type of markets .
Rest once mgmt gives further growth clarity beyond Rs 1100. I am sure the kind of stake promoters have in the company, they are also aware, just that they don't like to tom tom about it. Very measured talk. So, far last 3 quarters liked how they conduct . Rest in markets , opinion change in a day when assumptions change. Disc: Biased. Not a buy or sell recommendation
Take frameworks if useful else ignore
#Windlas In short term, market punishes a stock for P&L underperformance. However, some short term accounting underperformance are for real long term gains. Professionalizing a small company by rewarding employees for performance incentive ESOPs is one though its accounting makes P&L look bad.
Same management comes with buyback without promoter participation
Managements keep giving signals of who they are
Investors/Traders need to choose with whom and for how long they want to tag along
Note: Not a buy or sell recommendation. Under coverage.
Sometimes, the best of tweets may not get due recognition as they may not sound too intellectual/does talk about 10 great stocks, 20 great results daily.
Those who are tracking steel and textile would have started realizing weight of the tweet.
When prices will go up 50% (already moving), then, the flood gates of social media will open with brilliant storytelling.
Humaari to art film rehti hai.
Pasand karne wale kam hi hote hai :)
Comodity sector/businesses are not perma plays but at times, may give good opportunities.
Bullish on Steel n Textile selectively in personal n client.
Shopping already done in the last 2-3 months.
We had done an extensive 16 hour 4 series webinar on mining n metals 1.3 years back when it was not popular in the education vertical. Textile, we blogged recently. So, the frameworks shared.
Karam kiye jaa, ek na ek din bhagwaan phal dega
Today market , 50% growth unlimited phal, 15-20% growth, no phal
Kabhi to hawaa badlegi
372 Cr of H1 OCF
Net debt free
Double digit volume driven growth
20%+ consistent PAT growth
Growth capex being done
8500 Cr market cap
Will it be another Tips /IGI to wskd up after repeat 2-3 quarters of good show, if continues ?
Costly or cheap ??
Disc: Holding from lower levels. Not a buy or sell recommendation
Supply side analysis is more important than demand side
#MFD #Greenpanel
From Q2FY37 Concall Summary
Both bumper numbers. Saregama out today
There is a saying - Karm kar phal ki chinta mat kar
For me Karm is - Portfolio sales growth, PAT growth, Valuation and Momentum score
Phal is the price movement.
Karm is in our hand. Phal in market's hand.
Bombastic start of result season.
With Q2 FY27 underway, here’s a look at our Weighted Fundamental 📊Dashboard for the Qualitative Multicap Portfolio for Q1FY27
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Jaima Scientific Ventures LLP | SEBI Registered Investment Adviser (INA000021030)
#Q2FY27 #AutoAncillary consolidated sales and PAT growth for 19 results has been 35% and 44% YoY
Many interesting results
⏺️Automotive Stamping
⏺️Bharat Seats
⏺️Craftsman Automatin
⏺️GNA Axle
⏺️Kross
⏺️Lumax Auto
⏺️Lumax Tech
⏺️Omaxe Auto
⏺️Sona BLW
⏺️SSWL
⏺️Wheels India
Source: SIMBA (Scientific Investing Market Breadth Analyzer)
Good start of Monday . Fundamental or Technical or Price move . Whatever. Rest leta see
Comodity sector/businesses are not perma plays but at times, may give good opportunities.
Bullish on Steel n Textile selectively in personal n client.
Shopping already done in the last 2-3 months.
We had done an extensive 16 hour 4 series webinar on mining n metals 1.3 years back when it was not popular in the education vertical. Textile, we blogged recently. So, the frameworks shared.
#Q2FY27 Making a Ferrari is easier than selling a Ferrari.
Macpower CNC machines and why 5-axle is not a focus right now
Disc: Invested from lower levels. Not a buy or sell recommendation
My humble request to many aspiring twitter investors . First learn when to use PE and when not to use PE and when to use what valuation. In Hindi there is proverb - Neem Hakeem khatre Jaan. Stock may go up or down but don't play with foundational knowledge. PE is useful in stable , consistnce , asset neutral stable margin scenario . Baaki one needs to do their own hard work. It's your hard earned money. Respect it. I see so many people just using a valuation metric from a available website and quoting bookish things without understanding their real application. I have nothing against you. Hope you will take in right spirit
Many are cheering - 20%+ growth, high GST collection etc etc.
Boss there is a huge inflationary gain component contributing, added further to currency depreciation component to growth. Is it worth the cheer?
Customer ko danda maar ke cheer karenge to kal ko laat padenga na. Are these sustainable ?
Either this would fade away or it would lead to demand destruction.
Is data hiding more further future than what it is revealing for current ?
Opinions invited..
