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Niveyshak | निवेशक

@niveyshak1
Channel's geo and language: India, English
Category: Economics

LT - Long term
MT - Mid term
ST - Short term
PF - Portfolio Stock/Don't Sell
Non-SEBI. We are not responsible for profit/loss arising out of our trade. Please do your own research/analysis. Ensure risk management + position sizing.

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Channel's geo and language
India, English
Category
Economics
Statistics
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Niveyshak | निवेशक

21 Nov, 09:26

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☀ CEAT | Management Interview

👍 Hints at margin improvement on better prices & cooling RM costs
👉 RM costs will move up mildly in Q3 vs Q2 before cooling off in Q4
👍 Growth wil be in double digits In H2FY25
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Niveyshak | निवेशक

21 Nov, 09:17

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Gautam Adani charged by US in $265 million bribery case: Top things we know

Watch here - https://youtu.be/hI8P5_2u3co | https://youtu.be/YWviuzI4zy0
1.9k 0 2 2
Niveyshak | निवेशक

21 Nov, 06:11

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☀ Block Deals
2.7k 0 0 9
Niveyshak | निवेशक

20 Nov, 14:07

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Chennai-based real estate developer Casagrand is taking 1,000 of its employees on a weeklong, all-expenses-paid journey to Barcelona, Spain.

Does your employer treat you well ?
3.9k 0 9 91
Niveyshak | निवेशक

20 Nov, 12:39

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3.9k 0 2 5
Niveyshak | निवेशक

20 Nov, 11:33

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3.7k 0 7 4
Niveyshak | निवेशक

20 Nov, 11:15

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🚨 Sharda Cropchem Limited

The Bois caught it again at 570/sh

Scrip is trading at 813/sh 😁
3.6k 0 2 8
Niveyshak | निवेशक

20 Nov, 11:08

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37% increase in weddings this quarter compared to last year.

Total weddings estimated - 4.8 Mn
Jewellery consitutes 15% of total expenditure.

Total spending - 6 L Cr 🔥🔥
Total jewellery expenditure - 1 L Cr 👌

Good for all jewellery companies-
PNG Jewellers, Sky Gold, Tanishq, Kalyan, Senco Gold etc.

Source: Vishan
3.5k 0 9 11
Niveyshak | निवेशक

20 Nov, 10:58

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CAMS (Computer Age Management Services Ltd.) Investor Presentation (Q2 & H1 FY25)

https://x.com/niveyshak/status/1859143457840722217
3.2k 0 1 2
Niveyshak | निवेशक

20 Nov, 09:13

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Adani Power | Acquisitions

a. Promoters acquired shares worth 858 cr this year alone between 695-701/sh
b. Last year they acquired shares worth 804 cr, however rates are gone now between 162/sh and 378/sh

Scrip is trading at 522/sh today

https://x.com/niveyshak/status/1858452500388454630
3.5k 0 4 11
Niveyshak | निवेशक

20 Nov, 04:34

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☀Warree Energies | Management Interview

👉 Warree Energies Management Says Volume growth was robust at 39%

Revenue is subdued due to decline in module prices

Gross margins have been robust, focusing on maintaining profitability

Seeing a little bit of stabilisation on pricing

Waarree Energies Says Company Also Takes On Spot Orders In Retail

Fulfillment Of Current 20 GW Order Book At 2-2.5 Years

Order inflow is not a challenge, expecting order inflows to ramp up with capacity expansion

WAAREE ENERGIES Says 5.4 GW Cell Capacity To Come On Stream In FY25, Aid Margins

Co To Wait & Watch Out For Potential Imports Tariffs From US

Co Will Also Be A Local US Player Facilities, Thus Tariff Impact Will Vary

Company Also Looking Into Diversifying Into Other Global Geographies
3.8k 0 9 29
Niveyshak | निवेशक

19 Nov, 19:18

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Rule of 72 | Time For Investment to Double
3.9k 0 24 23
Niveyshak | निवेशक

19 Nov, 18:31

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🏆 Companies that came out with "Blockbuster" Results

- Allied Blenders
- Alpex Solar
- Amal
- Ami Organics
- Arkade
- Ashoka Buildcon
- Asian Energy
- Banco
- Bansal Wire
- Bondada
- BSE
- Ceinsys
- Cosmic CRF
- Cosmo First
- Deepak Fertilizer
- Digicontent
- EFC (I)
- Excel Industries
- Force Motors
- Ganesh Housing
- Ganesha Ecosphere
- Genesys
- Gokul Agro
- GSM Foils
- Indiamart
- Indo Tech
- Inox Wind
- Insolation Energy
- K.P. Energy
- Kitex
- KNR Construction
- KP Green
- Macfos
- Madhusudan
- Manorama
- Marine
- MCX
- NALCO
- NPST
- Nippon Life AMC
- Olectra
- Oriana
- Oriental Aromatics
- Paradeep
- Pix Transmission
- PNGS Gargi
- Pondy Oxides
- Premier Energies
- Prime Securities
- Prizor
- Rashi
- RBZ Jewellers
- SJ Logistics
- Selan
- Servotech Power
- Shakti Pumps
- Sky Gold
- T R I L
- Tejas Networks
- Texmaco Rail
- TGV Sraac
- Tiger Logistics
- Tolins
- Utssav
- Vimta Labs
- Vision Infra
- Viviana Power
- VVIP Infratech
- Websol Energy
- WPIL
- Zaggle Prepaid

Credits: Shreenidhi 🔥🔥
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Niveyshak | निवेशक

19 Nov, 16:24

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Honasa down another 10% today!

Decoding the fall and valuations
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Niveyshak | निवेशक

19 Nov, 16:18

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Niveyshak | निवेशक

19 Nov, 16:16

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Indian Hotels 2030 Strategy 👇

👉 See revenue doubling by 2030

👉 Portfolio will double, will have more than 700 hotels

👉 Management fee is expected to cross ₹1,000 cr by 2030
3.3k 0 4 6
Niveyshak | निवेशक

19 Nov, 16:15

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3.2k 0 1 4
Niveyshak | निवेशक

19 Nov, 16:13

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Strong commentary Indian Hotels at the Capital Markets Day

Targets for 2030:

700 Hotels vs 350 Right Now

Revenue 2X at 15000 Cr

Mgmt. Fee to cross 1000 Cr

Ama, Ginger, Qmin etc will grow 30% CAGR

75% revenue from existing, 25% from re-imagined businesses
3.1k 0 3 10
Niveyshak | निवेशक

19 Nov, 14:07

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Mach Conferences & Events Limited (MCEL) - Investor Presentation | H1 FY25

https://x.com/niveyshak/status/1858824844516692321
3.2k 0 0 6
Niveyshak | निवेशक

19 Nov, 14:06

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3.2k 0 2 5
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