Telegram channel "Niveyshak | निवेशक" — @niveyshak1

Niveyshak | निवेशक

23 Nov, 23:25

What Is Green Hydrogen And Will It Power The Future?

Watch here - https://youtu.be/aYBGSfzaa4c

What Is Green Hydrogen And Will It Power The Future?

Hydrogen is a clean-burning molecule, meaning that it can help to decarbonize a range of sectors that have proved hard to clean up in the past. But today, most hydrogen is produced from CO2-emitting fossil fuels. Hydrogen produced from renewable electricity, known as green hydrogen, could be the sol...

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Niveyshak | निवेशक

23 Nov, 23:24

The Future of Energy: An Overview

https://youtu.be/zwsAf0do-yo

The Future of Energy: An Overview

The Future of Energy profiles leading thinkers on the global energy transition. Each episode explores topics such as industrial decarbonisation, electrification, closing the energy access gap, energy security and frontier technologies. The World Economic Forum is the International Organization for ...

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Niveyshak | निवेशक

23 Nov, 22:10

How Warren Buffett Select Stocks!

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Niveyshak | निवेशक

23 Nov, 22:09

Power (Green Hydrogen) - Investment Theme by Vivek Bajaj.pdf

7.2Mb

Green Hydrogen - The next Mega Trend 🔥

Theory + PPT presentation from Vivek Bajaj

Source: Chart Wallah

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Niveyshak | निवेशक

23 Nov, 22:08

Green Hydrogen Companies

https://x.com/niveyshak/status/1804801924044124185

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Capacite Infraprojects - Special Situation

Market Cap: ₹3,052 cr
Order Win: ~₹1200 cr, part of ₹1500 cr YTD order received till date

Company has received work orders worth Rs 1,203/- crore from Signature Global

Management interview here: https://youtu.be/OsK0OtUyP3o

https://x.com/niveyshak/status/1860379598468579540

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Niveyshak | निवेशक

23 Nov, 20:28

Realisations Are Improving Across The Value Chain & We Are Looking At Import Substitution: Epigral

Watch the management interview - https://youtu.be/Zu43Cl1tL7U

Realisations Are Improving Across The Value Chain & We Are Looking At Import Substitution: Epigral

FY25 Outlook | Q3 & Q4 will see improvement in ECH & CPVC Demand, says Maulik Patel Chairman & MD at Epigral in conversation with Sonal Bhutra, Hormaz Fatakia. He adds that co's realisations are improving across the value chain & they are looking at import substitution. #epigral #epigralshare #cnbc...

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Niveyshak | निवेशक

23 Nov, 20:25

EV Will Be A High ROCE Biz For The Co With Local Value Addition At 20%: PG Electroplast

Plan On EV vertical for next 2-3 years
👉 Overall capex of ~$5-6 mn
👉 Turnover at ₹500 cr

Watch the management interview - https://youtu.be/TE241tP9DyM

EV Will Be A High ROCE Biz For The Co With Local Value Addition At 20%: PG Electroplast | CNBC TV18

On CNBC-TV18 | ‘Looking to generate revenue of Rs 500 crore from EV biz at an investment of $6 million over next 2 years,’ says Vikas Gupta of PG Electroplast as he shares details of its EV foray with Africa’s Spiro Mobility. Adds, EV will be a high ROCE biz for the co with local value addition at 2...

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Niveyshak | निवेशक

23 Nov, 20:23

Commercial Refrigeration Expected To Recover In H2FY25 & EMP Biz Expected To Grow At 20%: Blue Star

Watch the management interview - https://youtu.be/4zZtehlpSeg

Commercial Refrigeration Expected To Recover In H2FY25 & EMP Biz Expected To Grow At 20%: Blue Star

#OnCNBCTV18 | ‘Room AC segment not seeing any slowdown. Festive season sales are up 30%,’ says B Thiagrajan of Blue Star. Adds, co’s commercial refrigeration segment is expected to recover in the second half of FY25 and EMP biz expected to grow at 20%. #bluestar #bluestarac #cnbctv18 #businessnews...

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Niveyshak | निवेशक

23 Nov, 13:59

🚨 Kiri Industries Limited
353 to 575+

The darvas bois did it again, 60% in few weeks!

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Niveyshak | निवेशक

23 Nov, 11:58

2 Profitable Fintech Companies| PB Fintech| Zaggle Prepaid

Watch the video - https://youtu.be/7VcDZGZTauA

2 Profitable Fintech Companies| PB Fintech| Zaggle Prepaid

Register for the SOIC Investor Pulse Event in Hyderabad for live streaming (online) of the event by clicking the link below. https://pages.razorpay.com/pl_OZJplHk751oDnV/view Watch full video click link below https://www.youtube.com/watch?v=8yL5g4Gd8DY 🏫 SOIC Membership (Use Code: SOICBONUS10 for ...

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Niveyshak | निवेशक

23 Nov, 11:54

Zaggle | Total Order Fillings

a. Order Wins: 29
b. JV/Collaborations: 5
c. Acquisitions: 2 and
d. Fund Raising Event - 1

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Niveyshak | निवेशक

23 Nov, 11:49

Smallcap technology stock growing at fast rate! Zaggle Fundamental Analysis

Watch the video - https://youtu.be/TyR3IF5BhaQ

Smallcap technology stock growing at fast rate! Zaggle Fundamental Analysis

-Link to explore my exclusive weekly video series: https://www.sahilbhadviya.in/ -Link to join this channel to get access to exclusive perks: https://www.youtube.com/channel/UCdc6ObxhdQ8eZIFquU2xolA/join -Twitter: https://twitter.com/sahilbhadviya -1:1 Mentorship https://topmate.io/sahil_bhadviya -S...

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Niveyshak | निवेशक

23 Nov, 11:46

Zaggle: Prepaid, Propel Platform Revenues Surge | Avinash Godkhindi Shares Insights

Watch the management interview - https://youtu.be/VKOtcBmZP54

Zaggle: Prepaid, Propel Platform Revenues Surge | Avinash Godkhindi Shares Insights

Zaggle's prepaid and Propel platform revenues have surged. CEO Avinash Godkhindi expects H2FY25 to outperform H1 and margins to grow 15-16% over the next three years. The company is targeting large enterprise accounts, tackling petty cash reconciliation challenges, and has board approval to raise up...

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Niveyshak | निवेशक

23 Nov, 11:45

Zaggle | Management Guidance

💹 Company is confident of doubling FY24 revenues which was 775crs

💹 Watch the management interview below 👇

💹 We avoided this IPO when it came out, but soon gained traction post management commentary came +ve with lot of acquisitions, watch the management video here - https://youtu.be/vw0ZDa9A8VU

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Niveyshak | निवेशक

23 Nov, 11:28

Current Capacity and Expansion Plans | FY25 Pipeline

Current Installed Capacity: ~11,700 MTPA (as of H1FY25).

Ongoing Expansion: Additional 6,300 MTPA being added at the Greater Noida facility, set to complete in H2FY25.

Key Updates on CAPEX:
Capital Investment: ~₹12 Cr already invested in H1FY25 at the Greater Noida plant.

Impact of Expansion:
Increased capacity will facilitate entry into 400 & 765 KV class transformers, driving potential margin expansion.

https://x.com/niveyshak/status/1860239011337355674

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Niveyshak | निवेशक

23 Nov, 11:24

Jaybee Laminations - Guidance

👉 Targeting New Market Segments
Company is strategically targeting new market segments for power transformers, specifically in the 400 kV and 765 kV classes.

👉 Lab Equipment Installation
To bolster testing capabilities, company plans to install lab equipment received from Germany by the second half of FY25.

Increase Share of Exports in Total Revenue & Value Added Products

Targeting 30% Volume CAGR for the Next 3 Years

https://x.com/niveyshak/status/1858119709981286851

Source: Concall

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Niveyshak | निवेशक

23 Nov, 10:40

Dinesh Thakkar on Building Angel One, Buy vs Rent Debate & Success Tips | Visionaries of India Ep. 1

Watch here - https://youtu.be/9kJDHhMN4_w

Dinesh Thakkar on Building Angel One, Buy vs Rent Debate & Success Tips | Visionaries of India Ep. 1

Join Sonia Shenoy as she takes an exclusive sneak peek into the life of Dinesh Thakkar, MD & Chairman of Angel One Limited. From early morning gym sessions to breakfast chats and his commute to the office, get an inside look at his daily routine. In this candid conversation, Dinesh shares his passio...

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Niveyshak | निवेशक

23 Nov, 10:36

Global_Consilient_Research_on_Transformers_Lamination_Sector_Report;.pdf

4.2Mb

Transformers Lamination Sector Report 💹

The Biggest Proxy to Transformers is CRNO, CRGO & CRNGO 🔥

• Amba Enterprises India
• Jay Bee Laminations
• Vilas Transcore

Source: Chart Wallah

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Niveyshak | निवेशक

23 Nov, 09:30

SBI_Securities_Result_Concall_Capsule_September_2024_Quarter.pdf

1.9Mb

SBI Securities Result Concall Capsule- September 2024 Quarter.

This PDF Documents contains

- Management Forward Guidance
- Positive statements
- Risks not highlighted as such)

Note:
If at least you do not attend concall, please make it a habit to read at least the one you own. Try it you will really start enjoying the ownership feeling

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