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Channel Posts
| 2 | Garuda looks strong. if it sustains above 200 can show more strength. cmp 196 | 37 |
| 3 | HAL, BEL & other defence stocks 🟢
Defence Acquisition Council approved procurement proposals worth approximately ₹1.10 lakh crore, including radars, advanced light helicopters and mine layers.
➡️ Impact: Positive — major order-flow opportunity for the defence ecosystem. | 48 |
| 4 | Good morning all | 47 |
| 5 | 𝗡𝗦𝗘 𝗜𝗣𝗢 𝗶𝘀 𝗰𝗼𝗺𝗶𝗻𝗴.
And most investors are asking the wrong question.
“Is NSE a great business?”
𝗢𝗳 𝗰𝗼𝘂𝗿𝘀𝗲 𝗶𝘁 𝗶𝘀.
The real question is:
𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗽𝗮𝘆𝗶𝗻𝗴 𝗳𝗼𝗿 𝗶𝘁?
Why?
→ 100% OFS
→ NSE gets zero fresh capital
→ ~66% EBITDA margins
→ ₹18,700 Cr revenue
→ Potential ₹5 lakh Cr+ valuation
→ ~50x earnings
BSE listed around 25x P/E in 2017.
NSE is arguably a stronger business.
But it could also be entering the market at a much richer valuation.
That’s where the real risk lies.
𝗚𝗿𝗲𝗮𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ≠ 𝗴𝗿𝗲𝗮𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁. | 86 |
| 6 | focus on pfcous cmp 314-315 | 80 |
| 7 | Aeroenter 155 🚀🚀🚀 view achieved | 79 |
| 8 | texmopipes broken out. cmp 54.
accumulation zone up to 52
support 46
expecting 60, | 100 |
| 9 | Exicom standing strong in such market!!! | 107 |
| 10 | Pitti engineering 1225 🚀🚀🚀 | 107 |
| 11 | FCL, Nrail, Indorama, Skipper, Splpetro 🚀🚀🚀 all performed well | 102 |
| 12 | Syrma potential resistance 1630-1635 | 105 |
| 13 | Wockpharma 2165 ☑️☑️☑️ doing well | 108 |
| 14 | Syrma 1569 ☑️☑️☑️ | 113 |
| 15 | Aero enter breakout... needs to sustain above 151-152 for good up move | 113 |
| 16 | Exicom ☝🏽☝🏽☝🏽 | 112 |
| 17 | No text... | 113 |
| 18 | Syrma after a long time sustaining above 1515.. good chart to study | 102 |
| 19 | when world market is outperforming, our market is in RED. | 101 |
| 20 | NRAIL 630 ☑️🚀🚀🚀 | 104 |
