Safir(@safiranand) 's Twitter Profileg
Safir

@safiranand

Brands, stocks, books, music, strategist, lawyer, optimist,fashion, traveller, alumni- SRCC, Modern BKR

ID:57073389

linkhttps://safirpicks.wordpress.com calendar_today15-07-2009 17:10:55

103,9K Tweets

218,1K Followers

345 Following

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Relative under performance today by mid and small caps. Donโ€™t know why but feel it should reverse or rather catch up soon

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Narayana hri almost close to new highs. Ive been bullish (since a long time) on hospitals. Feel lots of scope post singapore/overseas interests Inc betterment of governance in many. Artemis Medicare still cheapest to me given expansion. View personal. And biased.

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New high ice make, up 50 pct since my tweet. Forgot how much it has moved, whatโ€™s more imp is to always see what potential a co holds. And always read on cos to invest. Not on tweets. Iโ€™m not even a regd advisor and my action has diff risk, temperament, capital, entry level etc

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Added latent view analytics today. The co results were way ahead, is in listed analytics. Co has grown 12x revenue in 7 years, works for 30+ Fortune 500 cos. Most agreements long term, steady cash flows, Europe only 2 pct mkt. D- invested today

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Confusing n strange reports on schaeffler india by Equirus. On 18/10/22 they report the results are strong and 2 days later on 20/10/22 say pain points emerging and assign reduce. Guys take your time and write whatever view you have but be decisive Equirus

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Balaji amines-
New plants to start contributing
Better op leverage
Past Capex-co 2be sole producer of DMC and PC in India and a monopoly.
Import substitute product
Env clearances done production to start this year
New capex 300-350 cr
Co expects substantial vol imp
D- invested

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The first two lines relay my earlier tweets to you. Opportunity to me isnโ€™t alive as yet- maybe few months down will start exploring.

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Both krbl and daawat/LT foods now at new highs. Meanwhile just read this and it seems very interesting. There was also a block deal of some 19 lac shares today as some 97 lac shares traded

Both krbl and daawat/LT foods now at new highs. Meanwhile just read this and it seems very interesting. There was also a block deal of some 19 lac shares today as some 97 lac shares traded
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