@dixit600 Profile picture

Bullish Engineer

@dixit600

Engineer without Choice, Investor with Passion.

Joined October 2011
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Power Transmission is the theme for next few years. Reap it to the maximum, so much value available currently in this sector. #Powertransmission


Lines of wisdom by my ideal Mr @VijayKedia1 : Bull market creates foolish investors, Foolish market create bear market, Bear market create smart investors, Smart investors create bull Market. #Stockmarkets #stockmarketnews #stockmarketsuccess


All the stocks with higher earning growths in Q1 have rallied enough and the one's with flat or weak Q1 earnings have and are getting corrected significantly. The distribution phase may continue until Q2 earning season starts. #StockAlert


For those interested in Data Center theme. Government is keen to bring data center parks and incentivize them at par with Infrastructure themes of Road, Railways,ports.Also bring policies for uninterrupted power supply for DC's Please read below article. economictimes.indiatimes.com/tech/technolog…

Cost Structure of Data Center business. #Datacenter

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Power Transmission : NCT approves ISTS-TBCB schemes worth nearly Rs.10,000 crore. The NCT, in its latest meeting held this month, has recommended six ISTS schemes, with an envisaged project outlay of nearly Rs.10,000 crore, to be implemented under the TBCB mechanism. Source:T&D


Power Grid dominates ISTS-TBCB market with 60% share. The study shows that it has a share of 60%in the aggregate estimated project outlay of ISTS-TBCB schemes that are currently under construction. Power Grid currently has a portfolio of 27 schemes with an outlay of Rs.50,269 cr.

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Cost Structure of Data Center business. #Datacenter

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PowerGrid on HVDC Projects. #Powertransmission

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PowerGrid on Data Centers Business Building first DC capacity in Manesar Gurgaon. #Powertransmission #DataCenter

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PowerGrid on Data Centers Business Building first DC capacity in Manesar Gurgaon. #Powertransmission #DataCenter

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Excerpts from Power Grid Concall. "GIS and transformers and reactors, supply is a big challenge." This also paves way for the transformer players where supply is still less than the Industry demand and a lot of growth is still left. #Powergrid #Powertransmission

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Excerpts from Power Grid Concall. "GIS and transformers and reactors, supply is a big challenge." This also paves way for the transformer players where supply is still less than the Industry demand and a lot of growth is still left. #Powergrid #Powertransmission

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Power Grid One of the major and largest players in Power transmission and distribution Emerged as L1 bidder for projects worth 4172 cr in Q1FY25. Added 91ckm transmission line and 1315 MVA transformation capacity as well in Q1. #Powewgrid

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Power Grid One of the major and largest players in Power transmission and distribution Emerged as L1 bidder for projects worth 4172 cr in Q1FY25. Added 91ckm transmission line and 1315 MVA transformation capacity as well in Q1. #Powewgrid

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"The man, the myth, the legend". One and only Rakesh Jhunjhunwala. A lot to learn from this man.

A lovely tribute to Late Rakesh Junjunwala!! Make sure you hear 4-5 times!! Beautiful!!🫡🫡🫡



Unlocking the value. up 17% in 2 days !

Tembo Global Highly undervalued stock. PE -13 P/S - .49 Company posted back to back fantastic results but stock corrected significantly.

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The focus on recycling have given opportunity to players from different sectors to utilize it for their good. Lead recycling is one of the those areas where companies like Gravita, POCL and NILE should do very well going forward. #recycling


The continuous selling by FII's is planned to bring markets lower for short time so that they can get perfect entry before any rate cuts next month FOMC Meet. So August can be hard on our traders and specially retail investors. Index may come to ATH by October again ! #ratecuts


This is still a best buy in Lead manufacturing and recycling business.

NILE Posted fantastic numbers YoY and QoQ. Deals in lead Production and Recycling. Highly undervalued stock in recycling sector with Price to Sales ratio at .75 and PE at 19.5, PEG Ratio below 1. Debt free company with good Dividend Yield. The stock should touch new highs soon !

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Madhav Copper posted Fantastic results.

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MAC Power CNC Posted Fantastic results

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KMC Specialty Sales growth seen but not PAT down YoY and QoQ. Overall not the good numbers.

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Sarthak Metals posted horrible results YoY and QoQ. Debt free company with Price to sales below 1. Stock is having valuation comfort but degrowth in sales is a worrisome factor. Should be in wait and watch mode for upcoming quarters !

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