Discover and read the best of Twitter Threads about #AFFLE
Most recents (17)
10 Trade Ideas for August 2022 🧵🧵
Started this new Monthly Thread
Re-Tweet and like for Max Reach 🙏
#investing #stocks
Started this new Monthly Thread
Re-Tweet and like for Max Reach 🙏
#investing #stocks
1) #AmbujaCement
- Looks prime setup for pump in short term
- 400+ expected in short term
Disc - Invested
- Looks prime setup for pump in short term
- 400+ expected in short term
Disc - Invested
2) #YesBank
As already posted above 15 Yes Bank can pump well in short term.
Price action may change completely.
Chart will be posted in telegram
As already posted above 15 Yes Bank can pump well in short term.
Price action may change completely.
Chart will be posted in telegram
If ever leave Twitter, will be proud of 2 things
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
1. Contribution during covid in apr'21
2. Continuous rant on overvaluation amplified from Oct'21
Here is master thread on each of those rants. Rarely asked but show some love if it made any +ve difference to your investing. journey
Affle (India) Ltd Q4 FY22 Earnings Concall Insights
#AFFLE #AFFLEQ4 #AffleIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
#AFFLE #AFFLEQ4 #AffleIndia #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
Q&A Insights: Rahul Jain of @Dolat_Capital asked about the potential for growth going forward. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, AFFLE believes it will continue to deliver superior growth vs. industry avg
Q&A Insights: Rahul of @Dolat_Capital enquired about how capex tech capitalization in FCF has played out and outlook. Kapil CFO said AFFLE’s investment in innovations was about INR6.9-7 million for FY22. Plan for FY23 is about 4% +/- 25 bp to invest in innovations of top line.
One of the most successful stock trader with special focus on cash stocks and who has a very creative mind to look out for opportunities in dark times
Covering one of the most unique set ups: Extended moves & Reversal plays
Time for a 🧵 to learn the above from @iManasArora
Covering one of the most unique set ups: Extended moves & Reversal plays
Time for a 🧵 to learn the above from @iManasArora
What qualifies for an extended move?
30-40% move in just 5-6 days is one example of extended move
How Manas used this info to book profits
30-40% move in just 5-6 days is one example of extended move
How Manas used this info to book profits
Post that the plight of the stock:
#NewPosition - LONG in #AFFLE at 1220
Reversal play
Already 1290 now. Many names have reversed at a lightning speed.
Reversal play
Already 1290 now. Many names have reversed at a lightning speed.
#AFFLE
Closed remaining at 1280
Bought at 1220 with a 1% stop
Total revenue: Portfolio up 1.44%
Trade closed
Closed remaining at 1280
Bought at 1220 with a 1% stop
Total revenue: Portfolio up 1.44%
Trade closed
MEGA BREAKOUTS THAT WE TRADED 👇🪡 🤟
Our members are the witness of all the stocks shared. Many will say how do we catch these breakouts ?
Conviction. Basic chart reading. Skillful buying.
Join here - thechartians.com/intraday-swing…
#chartians #momentum #mentorship #trading
Our members are the witness of all the stocks shared. Many will say how do we catch these breakouts ?
Conviction. Basic chart reading. Skillful buying.
Join here - thechartians.com/intraday-swing…
#chartians #momentum #mentorship #trading
Magic of IPO Listing High/Base Break-Out
Reasons for BO:
1. Entry of Fund House
2. Delivered as mentioned by Mgmt.
3. New favouring Govt Policies.
4. Need of hours of the product.
Reasons for BO:
1. Entry of Fund House
2. Delivered as mentioned by Mgmt.
3. New favouring Govt Policies.
4. Need of hours of the product.
Types of IPO BO Candidate. Three kinds:
#IPO_Candidate_1 - Premium Listing followed by 15-45% corrections. 2-4x Potential after listing high BO, Time-frame – 1yr. e.g. #INDIAMART #HAPPSTMNDS #MTARTECH #POLYCAB #ANURAS #AFFLE
#IPO_Candidate_1 - Premium Listing followed by 15-45% corrections. 2-4x Potential after listing high BO, Time-frame – 1yr. e.g. #INDIAMART #HAPPSTMNDS #MTARTECH #POLYCAB #ANURAS #AFFLE
Affle has helped the brands like CoinDCX, Swiggy, Fossil, Discovery+, McDonald's, and many more to acquire and engage with 48.7 million users (in Q2'22) at an acquisition cost per user of INR 51.
Demystifying #Affle
Demystifying #Affle
Affle India ltd. is a pure-play advertisement technology company that helps enterprises drive user acquisitions and improve consumer engagement through mobile advertising.
Keywords- Technology, Mobile, Acquisition, engagement
Keywords- Technology, Mobile, Acquisition, engagement
Affle has around 2.2 billion connected devices and its converted users have grown at 38% CAGR over FY19-21. Affle has a long-term vision to reach 10 billion+ next sets of mobile-first connected devices
"Mobile + Connected Device " & "10 billion"
"Mobile + Connected Device " & "10 billion"
🌟Looking forward to #MuhuratTrading?
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨
#StockMarket #stocks
✨@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
🌟#InoxLeisure
💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
✨ @MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries
💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Ongoing IPO season and you’re frustrated about never getting allotment in any IPOs?
Don’t worry!,IPOs provide many opportunities post listing which many tend to ignore.
A Thread🧵 on one of my favourite setups called “IPO or Primary base”
Don’t worry!,IPOs provide many opportunities post listing which many tend to ignore.
A Thread🧵 on one of my favourite setups called “IPO or Primary base”
Key points I look for in an ideal IPO base setup:
1) Listed at a premium, indicating buyers demand.
2) Makes a high within 3-5 weeks on the left side (I prefer stocks having listing day as high).
3) Correction of 20-30% from the high made(these can extend upto 50-60% too).
1) Listed at a premium, indicating buyers demand.
2) Makes a high within 3-5 weeks on the left side (I prefer stocks having listing day as high).
3) Correction of 20-30% from the high made(these can extend upto 50-60% too).
4) Consolidation of 4-8 weeks is ideal post listing (a longer consolidation can also be considered).
5)Buy above breakout of listing day high on huge volumes.
Cheat entries only if consolidation below 8 weeks
6) Risk management is key
Average Stop loss of 7-8% from buy is kept.
5)Buy above breakout of listing day high on huge volumes.
Cheat entries only if consolidation below 8 weeks
6) Risk management is key
Average Stop loss of 7-8% from buy is kept.
#brightcom (high risk high return)
CMP: 10.45
Target: 10-25-50% / 2x / 4x / higher
SL: 7
Timeframe: 2-5 yrs
Best Buy range: 7-9
Allocate 1-2% of #Portfolio
Analysis in Comments
Please do your due diligence
#brightcomgroup #StockMarket #NSE #BSE #StocksToWatch #bcg
CMP: 10.45
Target: 10-25-50% / 2x / 4x / higher
SL: 7
Timeframe: 2-5 yrs
Best Buy range: 7-9
Allocate 1-2% of #Portfolio
Analysis in Comments
Please do your due diligence
#brightcomgroup #StockMarket #NSE #BSE #StocksToWatch #bcg
#brightcom
👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location
👉Recently became debt free (biggest positive)
👉PE 1.18
👉BV 55
👉Fortune 500 #India Company
👉FII up stake in last qtr
👉Paid Div after 4 yrs
👉400+cr in last 4 yrs
👉Bigger than #Affle
👉22 Office Location
#Thread of the top 3 stocks, sector wise
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Industrial Conglomerate
#Siemens
#3M
#Godrej
Pharma
#Caplin
#Granules
#Natco
Electronics
#Dixon
#Amber
#Honeywell
(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran
Health care
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
#Lalpath
#Kovai
#Narayanahru
Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)
Auto parts
#Minda
#Motherson
#Subros / #Fiem
Communication & networking
#Sterlite
#Dlink
#Tejas
Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal
(2/n)
.@ipo_mantra
Biotech
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
#Syngene
#Eris
#Vivobio
Transport
#IRCTC
#Interglobe
Real estate
#Sunteck
#Nesco
#Oberoi
Logistics
#Allcargo
#TCI
#Mahindralog
Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak
Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods
(3/n)
.@VJ_Rabindranath
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy
(1/n)
#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India
(2/n)
#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud
(3/n)
#Intimation #Concall
12Jun20
#HINDALCO: rmls.co/4y61lk
#IIFLWAM: rmls.co/pjkGqr
#KNRCON: rmls.co/PVM3ol
#DWARKESH: rmls.co/j9nXPl
#SHRIRAMCIT: rmls.co/9EpYVJ
#AFFLE: rmls.co/J971wy
12Jun20
#HINDALCO: rmls.co/4y61lk
#IIFLWAM: rmls.co/pjkGqr
#KNRCON: rmls.co/PVM3ol
#DWARKESH: rmls.co/j9nXPl
#SHRIRAMCIT: rmls.co/9EpYVJ
#AFFLE: rmls.co/J971wy
#Intimation #Concall
12Jun20(contd)
#JSLIIISAR: rmls.co/1vBkVV
#KIRLOSIND: rmls.co/qkDgy3
#KIRLFER: rmls.co/VVl6o9
#JSL: rmls.co/8DB9zl
13Jun20
#GRASIM: rmls.co/8DXnjm
#BHEL: rmls.co/0r297N
12Jun20(contd)
#JSLIIISAR: rmls.co/1vBkVV
#KIRLOSIND: rmls.co/qkDgy3
#KIRLFER: rmls.co/VVl6o9
#JSL: rmls.co/8DB9zl
13Jun20
#GRASIM: rmls.co/8DXnjm
#BHEL: rmls.co/0r297N
Posting investment levels for a few good stocks. Not quite sure which levels we will get - totally depends on the market. But, one can add 25% of the planned quantity at each level. Define your risk first. 1/n
#Investing #Trendlines #Affle #Creditaccess #Dmart #Siemens
#Investing #Trendlines #Affle #Creditaccess #Dmart #Siemens
Another way to create a new position or add to an existing one (Pyramiding), known as Squat!
Read on:
Read on:
Bought #Dixon using 4 to 8 weeks breakout method using the weekly time frame.
The stock went below the breakout line & stayed lower for a few days (Daily frame). Came back up above the line again which is where I bought more. Imagine the legs exercise behaviour, Squat.
The stock went below the breakout line & stayed lower for a few days (Daily frame). Came back up above the line again which is where I bought more. Imagine the legs exercise behaviour, Squat.
#AFFLE
Cup & Handle breakout on the daily frame. The stock went below the breakout line and stayed lower for a few days. I bought when it came back again & 'closed' above it. Another squat behaviour.
Cup & Handle breakout on the daily frame. The stock went below the breakout line and stayed lower for a few days. I bought when it came back again & 'closed' above it. Another squat behaviour.
