Discover and read the best of Twitter Threads about #VGuard
Most recents (5)
Concall snippets with Janak ! #VGuard
Consumption demand is bit muted with slowness in market.
Cont..
🧵
Consumption demand is bit muted with slowness in market.
Cont..
🧵
High Interest and Inflation sucks liquidity out of the market.
Larger takeaway for us as investors. Muted in current scenario. What about 2-3 Quarters away ?
t
Larger takeaway for us as investors. Muted in current scenario. What about 2-3 Quarters away ?
t
Consumer confidence is definitely inching back up. More a thing of metros, but seems past the bottom.
A MEGA THREAD ON 📕
RETEST TRADING !
DO EVERY STOCK RETEST AFTER BREAKOUT ?WHEN TO TAKE AN ENTRY ?
WHICH IS BETTER ?
RETWEET AND LIKE ❤
@kuttrapali26
@rohanshah619
@Mr_Chartist @AmitabhJha3
RETEST TRADING !
DO EVERY STOCK RETEST AFTER BREAKOUT ?WHEN TO TAKE AN ENTRY ?
WHICH IS BETTER ?
RETWEET AND LIKE ❤
@kuttrapali26
@rohanshah619
@Mr_Chartist @AmitabhJha3
2/
What is RETEST ?
When a stock Breaks out of a range that is called a breakout point .
The resistance that it was facing should now act as support .
Retest means after the Resistance is broken the stock comes back to take support in that region
What is RETEST ?
When a stock Breaks out of a range that is called a breakout point .
The resistance that it was facing should now act as support .
Retest means after the Resistance is broken the stock comes back to take support in that region
3/
MAJORITY of time stock comes back to test the previous breakout region .
I have seen that 90% of The breakouts gets tested again !
And most REWARDING EXPERIENCE for me is during Retests only
MAJORITY of time stock comes back to test the previous breakout region .
I have seen that 90% of The breakouts gets tested again !
And most REWARDING EXPERIENCE for me is during Retests only
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Will try to do it daily 🙏💪
Here's the first one 👇
SBI vs BankNifty
Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.
#PB365
Other Electric (low ticket retail electrical appliances), bird's eye view : 🧵
Market cap leaders :
1) #Havells
2) #HoneywellAutomation
3) #VGuard
Market cap leaders :
1) #Havells
2) #HoneywellAutomation
3) #VGuard
Top 3 by sales :
1) Havells
2) Apar Industries
3) KEI
1) Havells
2) Apar Industries
3) KEI
Top 3 by profits :
#VGuard valuation.
Pre-Covid quarter sales : 620
Corona quarter sales : 405
Current quarter sales : 620
NPM improved from 7.5% to 8.11%
Sales are back to previous glory, NPM has improved. Potential turnaround story.
Pre-Covid quarter sales : 620
Corona quarter sales : 405
Current quarter sales : 620
NPM improved from 7.5% to 8.11%
Sales are back to previous glory, NPM has improved. Potential turnaround story.
DCF valuation :
2030 EPS projection (discounting rate of 17.2%) = 24.3rs/share
2030 CMP = Median PE (30) x 2030's EPS
2030 CMP = 729
4X growth (~14% CAGR) expected in a decade if bought at current price.
2030 EPS projection (discounting rate of 17.2%) = 24.3rs/share
2030 CMP = Median PE (30) x 2030's EPS
2030 CMP = 729
4X growth (~14% CAGR) expected in a decade if bought at current price.
51% monopoly in electric stabilizers and UPS backups.
