Thank you everyone for subscribing to my Equity investment related Telegram channel. It’s been subscribed by nearly 20000 subscribers. It’s free and always will be. Stock and sectors covered in my telegram channel:- Here’s the channel link:- @ArunStockGuruReal Note: It’s a detailed coverage and proper diligence been done. Hope you all like the content. 1) EV theme  2) Power sector 3) Chemicals&spec chem scuttlebutt and analysis 4) Coal Ind 5) Aarti ind 6) My patterns 7) Nocil 8) Deepak nitrite 9) Lupin 10) Optic fibre 11) How to find multibaggers 12) Market note 13) Solar ..read more

 Thank you everyone for subscribing to my Equity investment related Telegram channel. It’s been subscribed by nearly 15000 subscribers. It’s free and always will be. Stock and sectors covered in my telegram channel:- Here’s the channel link:- @ArunStockGuruReal Note: It’s a detailed coverage and proper diligence been done. Hope you all like the content. 1) EV theme  2) Power sector 3) Chemicals&spec chem scuttlebutt and analysis 4) Coal Ind 5) Aarti ind 6) My patterns 7) Nocil 8) Deepak nitrite 9) Lupin 10) Optic fibre 11) How to find multibaggers 12) Market note 13) Solar power ..read more

Hi Guys, It’s been a long time since I have updated my blog. This days it’s disruption time and everything is available in your cell. I have migrated the blog to my Telegram channel, where you will get all the updates instantly. Just ensure your notifications are turned on. If you face any issues, whatsapp/call my assistant Ayush-9804270070. Below given is my Telegram channel link. Download the Telegram app and click the link. It’s already subscribed by nearly 9000 readers. https://t.me/joinchat/AAAAADu4jy-Sj3Yf_6ah_A Last few detailed coverages in my channel:- 1) Deepak Nitrite 2) Nocil 3) Op ..read more

As you all know we conduct our yearly meets with our passionate group members/blog readers/ twitter followers/clients every 6 months. The next Family group meet event is just 15 days away. Can't wait to see you all again. Aside from the speaking on different topics,we also have got a 100 mins adda session which will have involvement of each and every members. So from stock tips to sectoral updates to scuttlebutt on unknown hidden gems to investment opportunities in startups,we have got them all covered. Here’s the full list. 1..Unravelling secrets of Equity compounding through Reverse Engine ..read more

1..The development of site at Dahej is on track and the company is working with strict monitoring to make sure that by December atleast 2 blocks are made operational.The infrastructure at Dahej supports 8 blocks – 4 for Oncology (1 Intermediates) and 4 for General (Non-Oncology) products (2 Intermediates). As a strategy its making sure that the company is not dependent on any external vendor for Intermediates or any key ingredients used in the manufacturing of APIs. 2..Once 4 blocks are operational and running, depending upon the demand timelines and business visibility, company will start a ..read more

Scripscan : Fredun Pharmaceuticals ltd Cmp:215 Marketcap:85crs 1.  Fredun Pharma has come a long way by growing at a CAGR of 30-40% and recorded sales of 98crs in FY19. The growth rate is likely to be around 25-30% for the next 2-3 years as management understands the balance between scalability and sustainability. 2. They started way back in the 90s being contract manufacturer to big Pharma companies. Currently contract manufacturing is only 2% of its total turnover. Anti-Diabetic contributes 25%, Anti Cardiac-18%, NSAID 24% and Others -33%. That’s the present mix of sales. 3. They have ex ..read more

Scripscan: Kingfa Science&Technology ltd Cmp:540rs Traded in:NSE-BSE Mcap:650crs Quote: Kingfa India came with spectacular set of numbers where it’s profit vaulted from 60 lakhs to 10crs even under this slowdown. The company which showed 19crs of Pat last year should double the same in the present fiscal. 1..Top-line could double in next 3-4 years. Current market share for auto in India 24%. In couple of years it can exceed 50%. Current product mix 80% (auto) - 20% non auto.This mix may be revised to 60% auto - 40% other in long term. 2..Chakan plant could start production soon.Key foc ..read more

Positive on the Shipping sector:- After manufacturing here comes another sector(though cyclical) which after doing a lot of scuttlebutt,we are pretty convinced is going to soon make a lot of money for the investors. The perfect way to play the Sector is by betting on something which has been in existence since last 70 years and kept its head still while others winded up. Great eastern shipping  is your evergreen giant which is an amazing capital allocator, remains the best pick in the sector. The last man standing in quintessence is deploying massive capital in the business after a gap of 10 ..read more

Power sector broadly can be categorised into four segments starting with companies like BHEL which constructs power plants. The valuations of these kind of companies depend on their order books/capex cycle. Then comes the power generation companies such as NTPC and JSW Energy for whom profitability primarily depends on utilization given for PPAs. One major advantage for such companies now is that coal prices are getting passed on which wasn’t the case earlier. Third segment consists of the grids such as Power Grids of the world which are like the nodal distributors from state to state. Last s ..read more