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I am a Equity research analyst & part time Trader .For joining technofunda course training and mentorship contact me on 8777541372.For any query dm me on @debashisstock. I am not Sebi registered, hence all views posted here for educational purpose only.

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How many of you are interested to take financial services from me, If you want to improve your financial earnings. Accordingly I will plan

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Semiconductor will be even Bigger theme than Data Centre Humongous future potential, but Why ? Because data centres themselves need semiconductor Even AI, EV, Defence need semiconductor Many gems in this space
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Standard Engg is entering AI by acquiring 51% of GScale for โ‚น190Cr. GScale specializes in AI Datacenter Engg infra. India's A+1
Standard Engg is entering AI by acquiring 51% of GScale for โ‚น190Cr. GScale specializes in AI Datacenter Engg infra. India's AI & hyperscale Datacenter infra market will require $20โ€“25B of investment through 2030. Co's M-Cap is โ‚น4268 Cr. Promoters hold 60.47%. Amansa holds 3.65%
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KSH International - Direct play on India's transformer & power T&D capex boom ๐Ÿ”ฅ โ€ข India's CTC demand could double from 60โ€“70K MT to 120K MT by CY30, driven by T&D, renewables, data centres and HVDC โ€ข Operating leverage ahead โ€“ Capacity to rise from 43.5K MT to 60K MT by FY27 (+12K MT expansion potential). Utilization at 70% vs optimal 80โ€“85% โ€ข Strong moat โ€“ 65% of capacity is in high-value specialized conductors with long approval cycles, OEM relationships and deep process expertise โ€ข Large opportunity โ€“ Global CTC market is 450K MT & KSH is among India's leading players โ€ข Future-ready โ€“ Approved for HVDC 400 kV, with 800 kV approvals under development, strengthening long-term growth visibility
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Most investors think finding a multibagger is the hardest part The harder part is position sizing โ‚น1 lakh portfolio Same 5x stock 5% allocation Investment: โ‚น5,000 Value after 5x: โ‚น25,000 Portfolio return: +20% 20% allocation Investment: โ‚น20,000 Value after 5x: โ‚น1 lakh Portfolio return: +80% Same 5x stock Different portfolio returns Stock picking finds multibaggers Position sizing builds wealth Whatโ€™s your largest allocation?
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INDIA RECOMMENDS ANTI-DUMPING DUTY ON ETHYLENE DIAMINE IMPORTS FROM CHINA, EU, SAUDI ARABIA & TAIWAN Market Impact: Positive for domestic manufacturers of ethylene diamine and related amines, as the proposed duty could curb low-priced imports and improve pricing power. Stocks in Focus: Balaji Amines (key beneficiary)
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WHEREโ€™S THE ALPHA? Paras Defenceย - Signed exclusive IP licensing agreement with US-based Tandem Defense Corona Remediesย โ€“ Commissioned hormone manufacturing facility in Ahmedabad Goodluck Indiaย -CRISIL rating upgrade Genus Power-Madhu Kela, Akash Bhansali buyers in block Cupid, HUDCO-Strong Q1 update DCM Shriram, Rane (Madras)-Acquisition announcements Krishna Defence:ย 360 One Pipe Fund bought 4.41lk shares Confidence Petroleum-Promoter buying
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KSH International - Direct play on India's transformer & power T&D capex boom ๐Ÿ”ฅ โ€ข India's CTC demand could double from 60โ€“70K MT to 120K MT by CY30, driven by T&D, renewables, data centres and HVDC โ€ข Operating leverage ahead โ€“ Capacity to rise from 43.5K MT to 60K MT by FY27 (+12K MT expansion potential). Utilization at 70% vs optimal 80โ€“85% โ€ข Strong moat โ€“ 65% of capacity is in high-value specialized conductors with long approval cycles, OEM relationships and deep process expertise โ€ข Large opportunity โ€“ Global CTC market is 450K MT & KSH is among India's leading players โ€ข Future-ready โ€“ Approved for HVDC 400 kV, with 800 kV approvals under development, strengthening long-term growth visibility
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BULK DEAL DATA - GENUS POWER MADHU KELA, AKASH BHANSALI BUYERS MADHURI M KELA AND PROFITEX SHARES PVT LTD(AKASH BHANSALI) bought GENUS POWER 13.8 lakh and 44.82 lakh shares at Rs 290 per share respectively
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How many of you are benefitted from posts & analysis shared in stock return Multiplayer channel???
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Hospitals bed capacity - FY26-30E
Hospitals bed capacity - FY26-30E
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Domestic demand for Continuously Transposed Conductors (CTC) rising from approximately 40,000 MT historically to 60,000-70,000 MT currently. Globally, the CTC market is estimated at approximately 450,000 MT. The domestic market remains concentrated, with KSH International, Apar Industries and Precision Wires collectively accounting for nearly majority of the industry supply.
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How many of you are interested to take financial services from me, If you want to improve your financial earnings. Accordingly I will plan
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8 institutions. โ‚น574 crore.Same stock. Same day.From open market. When HDFC MF, Invesco, Franklin Templeton, Merrill Lynch, Tata AIA โ€” all walk in on the SAME day with no identified seller โ€” that is not a coincidence. That is a coordinated conviction call. The stock: Craftsman Automation
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How many of you are interested to take financial services from me, If you want to improve your financial earnings. Accordingly I will plan
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Bandhan Small cap fund has given 30.72% CAGR from the last 6.5 years. It has doubled the amount every 2.5 years. 5.5x from 6.5 years๐Ÿ˜ฑ It has beaten all fund managers and individial investors all around the world as far as I know. Despite this huge out-performance, fund is still at 17xPE against Nifty Smallcap PE of 31x. Alpha is 10๐Ÿซฃ
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Total addressable market (TAM) is huge for digital loans for a country like India Growth opportunities is very high Onemi(kissht) stock is well placed 40% AUM growth guidance with less cost of funds & decreasing slippages may result in higher profitability
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Here's how key listed players stack up on PEG Ratio (Price/Earnings to Growth) as of June 2026: ๐Ÿ“Š Cheapest to Costliest โ€ข ๐—ฅ๐—ฅ ๐—ž๐—ฎ๐—ฏ๐—ฒ๐—น โ€” 0.95 โ€ข ๐—ฃ๐—ผ๐—น๐˜†๐—ฐ๐—ฎ๐—ฏ โ€” 1.62 โ€ข ๐—ž๐—˜๐—œ ๐—œ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐—ถ๐—ฒ๐˜€ โ€” 2.34 โ€ข ๐—›๐—ฎ๐˜ƒ๐—ฒ๐—น๐—น๐˜€ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ โ€” 2.95 โ€ข ๐—”๐—ฝ๐—ฎ๐—ฟ ๐—œ๐—ป๐—ฑ๐˜‚๐˜€๐˜๐—ฟ๐—ถ๐—ฒ๐˜€ โ€” 3.70 โ€ข ๐—™๐—ถ๐—ป๐—ผ๐—น๐—ฒ๐˜… ๐—–๐—ฎ๐—ฏ๐—น๐—ฒ๐˜€ โ€” 3.80 โ€ข ๐—จ๐—ป๐—ถ๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ฎ๐—น ๐—–๐—ฎ๐—ฏ๐—น๐—ฒ๐˜€ โ€” 4.10 โ€ข ๐—ฃ๐—ฟ๐—ฒ๐—ฐ๐—ถ๐˜€๐—ถ๐—ผ๐—ป ๐—ช๐—ถ๐—ฟ๐—ฒ๐˜€ โ€” 4.65 โ€ข ๐—›๐—™๐—–๐—Ÿ โ€” 48.20
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Retail Tracks Profits. Smart Money Tracks Cash Flow. Because Profits Can Be Engineered. Cash Cannot. Cash Flow Reveals Truth.
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India's Semiconductor Opportunity Government Push - โ‚น7,000 Cr fresh incentives proposed - Potential to attract โ‚น15,000 Cr investments - Strengthening semiconductor value chain - Reducing import dependence Semiconductor Ecosystem Chip Design & IP - Tata Elxsi - MosChip Technologies Semiconductor Manufacturing - CG Power - RIR Power Electronics Electronics Manufacturing - Dixon Technologies - Kaynes Technology - Syrma SGS Technology Company-Specific Opportunities Dixon Technologies - India's largest EMS player - Beneficiary of localization trend - Mobile and electronics manufacturing leader - Potential semiconductor-linked expansion Kaynes Technology - Strong EMS and ODM capabilities - Expanding into semiconductor ecosystem - Industrial and automotive exposure - High-growth electronics platform CG Power - Semiconductor manufacturing ambitions - Government-backed initiatives - Strong industrial base - Long-term strategic beneficiary Syrma SGS Technology - Diversified EMS player - Automotive and industrial electronics exposure - Beneficiary of electronics manufacturing shift Tata Elxsi - Semiconductor design capabilities - Embedded systems expertise - AI, automotive and chip design opportunities MosChip Technologies - Pure-play semiconductor design company - Strong chip engineering capabilities - Direct beneficiary of semiconductor ecosystem growth RIR Power Electronics - Power semiconductor focus - Silicon Carbide (SiC) opportunity - EV and renewable energy applications Key Growth Drivers - China+1 supply chain shift - AI infrastructure demand - EV adoption - Data centre expansion - Electronics manufacturing growth - Government incentives Stocks To Watch Closely High Conviction - Dixon Technologies - Kaynes Technology - CG Power High Growth Potential - MosChip Technologies - Syrma SGS Technology - RIR Power Electronics Design & Engineering Play - Tata Elxsi Key Takeaway - India's semiconductor opportunity extends far beyond chip fabrication. - The biggest winners may emerge from the broader ecosystem spanning chip design, electronics manufacturing, packaging, testing and power semiconductors. - Dixon, Kaynes, CG Power and MosChip remain among the most direct listed beneficiaries of India's semiconductor ambitions.
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