Ajay Sharma
Passionate about stocks π Capturing moments through photography π· Delving into thought-provoking books π and exploring the depths of philosophy π€
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So I'm writing a thread after a very long time and this one is going to be about a small company that is growing fast in a growing sector and is available at reasonable valuations....
EQUITAS SMALL FINANCE BANK result came yesterday. I'm a bit disappointed with the results. Here's a summary :- Total income - Up 10% YoY, Down -1% QoQ NII - Up 23% YoY, 2% QoQ P...
Now let's take a look at the business of the company - So the company is in the business of manufacturing decorative aesthetics for 2W, Passenger vehicle & consumer durables. They...
SJS Enterprise - Betting on Auto cycle revival π§΅π§΅ SJS Enterprise is an recently listed Auto Ancillary company which is in the business of making decorative aesthetics for Auto & c...
I dropped the prakash pipes reseach due to CG issues and started researching about SATIA INDUSTRIES. Here is the list of below point that got me interested - - Margins improved...
A thread π§΅about a bank whose 2nd name is "Consistency" and it's name is - CITY UNION BANK Grab a cup of water and relax because it's gonna be a verryyyy long thread. And don't fo...
A Thread π§΅on a small IT company that can grow fast and name of that company is BIRLASOFT We're gonna take a look at History of the company What changed? Financials What's next?...
A thread𧡠on Piramal Enterprises and upcoming special situation. A classic tale of "Beauty and the beast". A business that everybody wants to own and the one nobody wants to own....
A thread𧡠on JUBILANT INGREVIA Please like share and re-tweet for wider reach I'm sure many of you have heard the name of this company, 3-4 months ago, it was darling of the mar...
A Threadπ§΅on INDIAN HEALTHCARE SECTOR and my top pick. So before starting the analysis, I wanna show the financials of this company and ask you will you invests in this company? L...
PSP PROJECTS Your not so typical construction company. 26% Sales CAGR for 10 years Able to maintain margins above 10% from past few years Have been able to maintain working capita...
An Undervalued Pure Play API company. A Thread (π§΅) Please Like share and Re-tweet for wider reach 1. What are APIs 2. Company Overview 3. API landscape and opportunity for INDIA...