Hafiz
@hafizul09Engineer by profession. Investing,learning, any views r personal, not recommendation (not SEBI registered).
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**Importance of CASH FLOW** 1) Company can inflate Revenue BUT not CASH 2) Compare last 5 years total Net Profit vs CFO-if total CFO is significantly less,it means, company is not able to collect cash from customer on time or recording revenue ahead of time/cash -negative 1/n
Very much useful data Ankit ji, as always. Thanks for your hard work, research and sharing the same with us . #websol @MeAmitMishra , @SunitXing
As of 24th November #websol Total cell 305 mw Total DCR cell 279 mw DCR no might go up more. In morning it was 273 MW. On 13th October total cell was 242 mw In 40 days websol manufactured 63mw of cells. That means it can produce 142 mw of cells or 95% capacity utilisation.…
Positive for solar cell manufacturing companies like #websol @MeAmitMishra , @Investindia6 , @SunitXing
India is dependent on 80% of total imports for solar cells and modules from China till the time new capacity comes on stream. Solar Module prices will increase by 12-18 paise for Indian manufacturers due to cut in export duty rebate by China youtube.com/watch?v=IcVNV_…
Successful trading mindset.
Reading Tom’s book in Tom’s voice was so fun. A great read, esp if you are a day Trader. The video succinctly summarises the essence of the book “Best Losers Wins” By Tom Hougaard
"Want to Survive & thrive in Trading? Master the art of POSITION SIZING! 🧠📊" Here’s the Secret - 1⃣ Start Small - Place a Test Order with Minimal Quantity to understand the Market’s Mood 2⃣Read the Signals - Observe Carefully—are the waves calm, OR Is Volatility…
Thanks @RaunakMishra786 for sharing. @MeAmitMishra , @Investindia6 , @SunitXing
Solar cells will be a big market in India - I went to an expo last week, spoke to many solar companies. Most of them are still importing solar cells from China. This market will become big when these companies start using locally manufactured cells
Solar Cell manufacturing + DCR theme. 1) #websol(cmp 1357)- proved its expertise, huge expansion coming, target 10X in 3 to 5 years. 2) #waareeener/#waareeenergies ( cmp 2870) - 5.4 GW and 6 GW cell capex coming - target 5X in 3 to 5 years. Personal views only, no reco,DYDD.
If #Websol does a preferential allotment or QIP in near future, do you think AK Sir will participate? My vote is a big Yes (due to its capabilities, expertise in cell manufacturing and huge upcoming growth). No reco. Study and gain knowledge.
Dear Ankit ji @Investindia6 and Amit ji @MeAmitMishra Any information on cell CAGR for the DCR market? Considering the new cell capex coming (5.4 GW itself for Waaree, plus others), we need to know how far the pricing/ demand supply gap will sustain. Appreciate your inputs 🤝
One stock for next 10 years is #websol It has already proven the capabilities they have,in the solar cell manufacturing and now the next level of capex/growth coming which will be fast-tracked using the experience gathered from the first 600 MW plant @SunitXing ,@MeAmitMishra
Getting 10 new stock ideas every day: overrated Holding one stock for 10 years: underrated.
How to re-program your subconscious mind (30 seconds):
#WaareeEnergies - #Cleanenergy transition company #Waaree will do 3000-3500Cr PAT for FY’26 once cell line commercialize Some Key Pointers: 1) Module Prices are falling a lot, will companies make losses? – Yes, prices have fallen but inputs prices are also falling resulting in:
Diwali Picks 2024 1. Shilchar Tech 2. Websol 3. Jash Engineering
#PEAD Thanks @SureshKBN ji for sharing and caring 🙏
**Understanding and Leveraging Post-Earnings-Announcement Drift (PEAD): My Approach** **What is PEAD?** Post-Earnings-Announcement Drift (PEAD) occurs when a company’s earnings report, commentary, or conference call introduces a significant surprise for the market—often…
Tata Garden, South Mumbai. An initiative taken by Shantanu Naidu and Ratan Tata. Only books are allowed. No phones, no fees, only registration.
Dear Amit ji, Thanks a lot for sharing all the updates on #websol, very much helpful, as always. May we request you to please request company to publish investors presentation and do con call ? That will give visibility to more investors, helping it getting desired valuation.
v impressive performance by websol in q2 revenue 143.8 cr / pbt 48.6 / pat 42. pat margins of almost 30% - driven by v buoyant dcr market and low wafer prices - I think this trend will continue in near future. phase 2 capex - announced further 600 mw at current location…
Portfolio Change - Main PF - Waaree Energies - Global Market Leader (outside China) Robust Company Portfolio with presence in Module Manufacturing + EPC + Energy Storage with the Top Global Technologies / Tie-up + Pan India Retail Sales Franchise Network Huge Orderbook of 17…
My Diwali Picks 1- KPGEL - cmp 564 2- Remus pharma - 2400 3- Salzer electronics- 960 4- vilas transcore-408 5- Veritas -989 6- Innova cap- 707 7- Sahana system-1200 8- Garg Furnace 284 ( Disclosure- i am having all in my pf , and i am very bad in stock picking )
Jaybee Laminations : saw call notes (don’t directly know the author so couldn’t give credit but got it on WA) and good to see all vital questions answered by a very credible management. Hope all SME companies follow such good practices. No comments on valuations and surely…
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