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Replying to @WealthEnrich
๐Ÿ”ฅ Quality Indian Stocks with high RoE, RoCE, Delivering Dividends Cash Flow Faster Growth (2026) Wealth/AMC Space (High payouts AUM momentum): #Nuvama Wealth: ~20% YoY growth, healthy dividends (~โ‚น14/share, 2-9% yield range) #KFintech: Rising dividends (โ‚น7.5โ†’โ‚น12), strong cash & revenue growth #360One: Steady ~โ‚น12/share payouts wealth mgmt tailwinds #HDFCAMC, #Motilal, #ICICIAMC & #Nippon India: Reliable high dividends (HDFC ~โ‚น54, Nippon ~โ‚น12-19) recurring revenue #BajajFinance Housing Finance: #Aptus Value Housing & #IndiaShelter: ~1.5-1.7% yields disciplined affordable housing growth, solid ROE Compounders & Retail: #Titan: Brand powerhouse with consistent dividends jewellery/watches growth #LemonTree #IndianHotels #Goldiam, #Kalyan Jewellers & #MetroBrands: Retail expansion strong consumer demand #Acutaas, #Privi #RRKabel, #QualityPower, #APLApollo #Polycab: Wires/cables leader, strong FCF, rising dividends (~โ‚น35-47/share) #RateGain #Persistent Systems: IT growth engine, excellent cash conversion & dividend growth Auto & Niche: #M&M: Auto/tractor EV/farm tailwinds #Fiem Industries, #SJS Enterprises, #Pricol: Auto ancillaries with decent payouts #Thyrocare #Tips Music: Niche cash generators #IndianStocks #Dividends #EquityInvesting #WealthCreation #RoE #LongTermInvesting
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Doesn't matter because cos like 360ONE also operate their own VCF and other deal-making machinery that churns out couple hundred cr type deals on the regular for chhota-mota startups. They're part of an entire ecosystem that does dalaali and gatekeeping more than financing
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Replying to @WealthEnrich
Why Chase Risky Smallcap Momentum When Quality Compounders Are Beaten Down? ๐Ÿ’Ž๐Ÿ“‰ Nowadays, most X handles are flooding timelines with smallcap stocks riding momentum & technicals. ๐Ÿงจ Focus on Quality Indian Stocks delivering Dividends Strong Cash Flow Faster Structural Growth for 2026 and beyond! These are temporarily beaten down but building long-term wealth through rock-solid fundamentals. ๐Ÿ”ฅ Standout Names: Wealth/AMC Space (High payouts AUM-driven growth): #Nuvama Wealth: Strong ~20% YoY wealth mgmt growth, healthy dividends (recent ~โ‚น14/share). Robust profits. ๐Ÿ’ฐ #KFintech: Consistent dividend hikes (โ‚น7.5 to โ‚น12 ), excellent cash coverage, strong registrar & tech revenue. ๐Ÿ“ˆ #360One: Steady dividends (~โ‚น12/share), solid wealth momentum. #HDFCAMC & #NipponIndia: Reliable high payouts, massive AUM & recurring revenue. Housing Finance & Others: #Aptus Value Housing & #IndianaShelter: Attractive yields (~1.5-1.7%), disciplined affordable housing growth, healthy ROE. ๐Ÿ  Proven Compounders: #Titan: Consistent dividends strong brand growth in jewellery & watches. โŒš #KalyanJewellers: Pan-India expansion via efficient FOCO model, huge future FCF, Candere turning PAT positive, attractive valuations with ~95-100% upside! ๐Ÿ’Ž #Lenskart: Eyewear leader with powerful tech manufacturing moat (AI, backward integration), strong operating cash flows funding rapid store & global expansion. Rapid growth in organized eyewear! ๐Ÿ‘“๐Ÿš€ #Havells: Electrical equipment powerhouse with strong brand moat, diversified portfolio, consistent cash generation and dividends. โšก #APLApollo: Steel tubes market leader with superior manufacturing efficiency & scale moat, robust volume growth and cash flows. ๐Ÿ—๏ธ #MetroBrands: Retail expansion consumer tailwinds. #Polycab: Wires/cables leader, strong FCF, rising dividends (~โ‚น35-47/share). #PersistentSystems: IT growth engine, rising dividends with excellent cash conversion. ๐Ÿ’ป #M&M: Auto/tractor EV/farm tailwinds with dividends. #FiemIndustries, #SJSEnterprises: Auto ancillaries with solid payouts & cash flows. #Thyrocare, #TipsMusic: Niche leaders (diagnostics/music) generating strong cash. ๐Ÿงจ True wealth is built on fundamentals, not hype. These are structural plays on Indian consumption, formalisation, financialisation & infrastructure! ๐Ÿ‡ฎ๐Ÿ‡ณโœจ #IndianStocks #Dividends #EquityInvesting #LongTermInvesting #WealthCreation #QualityStocks DYOR. Not financial advice. ๐Ÿ“Š๐Ÿš€
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Status of earlier given calls ๐Ÿ‘‡(Part 6) #360ONE JUN 1080CE, 22.3 to 40.6 ๐Ÿ’ฅ๐ŸŽ‰ (Yesterday's BTST Call), 9.1K Profit ๐Ÿ’ฅ๐ŸŽ‰ #HEROMOTOCO JUN 4900CE, 99 to 158.85 ๐Ÿ’ฅ๐ŸŽ‰ (Yesterday's BTST Call), 8.9K Profit ๐Ÿ’ฅ๐ŸŽ‰ Follow us on TG @ t.me/TojoinMycalls
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#360ONE Achieved it's Target 22.3 to 40.6 ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿš€๐Ÿš€ Suggested in our FNO STOCKS Premium Group on yesterday as BTST Running more than 9K profit per lot ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ’ฐ๐Ÿ’ฐ๐Ÿš€๐Ÿš€
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๐Ÿš€ #IDEA (3.8%) ๐Ÿš€ #TORNTPHARM (2.4%) ๐Ÿš€ #VEDL (2.1%) ๐Ÿš€ #ICICIBANK (2.0%) ๐Ÿš€ #KOTAKBANK (1.8%) ๐Ÿš€ #360ONE (1.7%) ๐Ÿš€ #M&M (1.6%) #StocksInFocus #NIFTY #NSE #BSE #StocksToTrade #StocksToWatch #StocksMarket
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Equity For Life retweeted
% delivery volumes - Nifty 200 10 June vs 9 June Highest Nykaa 72% vs 67% 360one 66% vs 55% Jubilant food 64% vs 44% Shree cement 63% vs 63% Naukri 62% vs 47% Lowest Dixon 19% vs 27% Adani ent 20% vs 31% Paytm 23% vs 35% BDL 24% vs 32% Adani energy 25% vs 38%
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Varyani_Gaurav retweeted
๐Ÿ“ˆ ๐…&๐Ž ๐’๐“๐Ž๐‚๐Š๐’ ๐“๐Ž ๐–๐€๐“๐‚๐‡ ๐…๐Ž๐‘ ๐“๐Ž๐Œ๐Ž๐‘๐‘๐Ž๐– ๐Ÿ“‰ 1. ETERNAL 2. 360ONE 3. BOSCHLTD 4. ADANIGREEN 5. KEI 6. BIOCON 7. SAIL 8. NATIONALUM 9. JSWSTEEL 10. BAJAJ_AUTO 11. TATAPOWER Bullish & Bearish Setup's to keep on Radar๐Ÿ‘€ #Nifty #OptionsTrading
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8. 360ONE
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#MOTHERSON โšก Samvardhana Motherson International Ltd | Intimation ๐Ÿ“ข Motherson to Hold Investor Meetings with Motilal Oswal and 360One Capital ๐Ÿ“Œ Update: Samvardhana Motherson International announced its management will attend two one-on-one investor meetings in Mumbai on 12 Jun'26. The first meeting is with Motilal Oswal from 1100 to 1200 IST. The second meeting is with 360One Capital Institutional Equities from 1530 to 1630 IST. The company confirmed that no unpublished price-sensitive information will be shared during these meetings. The schedule is subject to change based on investor or company exigencies. ๐Ÿ“ฐ Source: BSE Disc: AI generated, please verify
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#MOTHERSON โšก Samvardhana Motherson International Ltd | Intimation ๐Ÿ“ข Motherson to Hold Investor Meetings with Motilal Oswal and 360One Capital ๐Ÿ“Œ Update: Samvardhana Motherson International Limited's management will attend two one-on-one investor meetings in Mumbai on 12 Jun'26. The first meeting is with Motilal Oswal from 1100 to 1200 IST. The second meeting is with 360One Capital Institutional Equities from 1530 to 1630 IST. The company has stated that no unpublished price-sensitive information will be shared during these meetings. The schedule is subject to change based on investor or company exigencies. ๐Ÿ“ฐ Source: BSE Disc: AI generated, please verify
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Hereโ€™s list of the Top 15 concalls worth listening , based on Q4Results ๐Ÿ’ฅ ๐Ÿ’ฅ I ranked them by: - Depth of management commentary and forward guidance - Industry/macro insights - Transparency on challenges/opportunities ๐Ÿ’ฅ Bajaj Finance (Most worth listening) - FY27 Guidance: Disciplined yet Confident - AUM growth: 20โ€“24% (management sounded -optimistic it could tilt toward the higher end if macros cooperate). - New customers: 15โ€“17 million. - ROA: 4.4โ€“4.6% | ROE: 19โ€“20% (long-term aspiration 20โ€“22%). - Credit cost: 145โ€“160 bps (already trending down; assumes MSME normalizes by H2 and no fresh geopolitical shocks). - Opex-to-NTI to improve 25โ€“40 bps; profit growth expected to outpace AUM growth thanks to operating leverage and credit tailwinds. ๐Ÿ’ฅ 360One (360 ONE WAM) - They explicitly said FY27 will see continued momentum from new-business ramp-up and efficiency gains. - Medium-Term Guidance: Disciplined Double-Digit Growth - AUM growth: 20โ€“25% annually (net flows 12โ€“15% of opening ARR AUM 10โ€“12โ€“14% market contribution). - Profit growth: 15โ€“25%. - Cost-to-income: Target 46โ€“48% in 2โ€“3 years via operating leverage (core already at 44โ€“45%). - RM scaling: Add 25โ€“30% RMs per year โ†’ total senior bankers to 325โ€“340. HNI RM productivity up from 35โ€“40 to 63โ€“65; team leaders from ~75โ€“80 to 120โ€“130. - TBR run-rate: Sustainable quarterly โ‚น175โ€“180 Cr (up from earlier โ‚น125โ€“130 Cr guidance; Q4 already showed the way). - Longer-term: Double market share among UHNI families (currently ~8โ€“10% of 4,500 families >โ‚น10 Cr; target 8,000โ€“10,000 families in 3โ€“5 years). Client portfolios historically compounded at ~15.4% CAGR over 16 years. ๐Ÿ’ฅ Pearl Global Industries Focus on apparel exports, US market dynamics, sales/marketing strategy, and global demand trends. Useful for export sector and supply chain commentary. ๐Ÿ’ฅ Indo Count Industries Covers home textiles performance, US manufacturing facilities, export outlook, and FY26 yearly highlights. Good for textile/export cycle insights. ๐Ÿ’ฅ Garware Hi-Tech Films Positive commentary on specialty films growth drivers and operational performance. Niche but insightful for technical textiles/chemicals space. ๐Ÿ’ฅ Nuvama Wealth/broking-focused with likely strong capital markets and client flow commentary. Solid mid-tier wealth player call. ๐Ÿ’ฅ 7-10. Credit Access Grameen / Arman Financial / Northern ARC / SBFC Finance (tied in relevance) These NBFC/microfinance/structured finance calls typically offer strong asset quality, rural/SME/MSME lending trends, credit cost guidance, and regulatory/macro insights. High relevance for bottom-of-pyramid credit cycle views, though fewer public transcripts or viral summaries compared to larger peers. ๐Ÿ’ฅ Vishal Mega Mart Value retail focusโ€”likely covers store expansion, same-store sales, consumption trends in mass market, and competitive dynamics. ๐Ÿ’ฅ V2 Retail Similar retail/value fashion angleโ€”insights into consumer demand, inventory, and regional expansion. ๐Ÿ’ฅ Tips Music (Tips Industries) Music/IP monetization callโ€”digital streaming, licensing revenue trends, and entertainment sector outlook. Niche but interesting for content monetization. ๐Ÿ’ฅ Smartworks Coworking/office space operatorโ€”commentary on commercial real estate demand, occupancy, corporate leasing trends. ๐Ÿ’ฅ Wework (WeWork India context) Flexible workspacesโ€”similar to Smartworks, with focus on office demand recovery, hybrid work, and real estate utilization. ๐Ÿ’ฅ Quick notes on methodology and access: - Finance/wealth plays (Bajaj, 360One, Nuvama, NBFCs) rank higher because they give broader macro, credit, and market flow insights that matter across portfolios. - Textiles/apparel (Pearl, Indo Count, Garware) provide export and manufacturing cycle color. - Retail, music, and coworking are more sector-specific. #sharemarket #stockmarket #Q4results
Top 15 Concalls Worth listening : Bajaj Finance V2Retail Garware Hi Tech Nuvama Pearl Global Indo Count SBFC Finance 360One Smartworks Wework Northern ARC Credit Access Arman Financial Tips Music Vishal Mega Mart Many insights shared by the management, worth tracking Not a buy/sell reco Only for study purposes
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Top 15 Concalls Worth listening : Bajaj Finance V2Retail Garware Hi Tech Nuvama Pearl Global Indo Count SBFC Finance 360One Smartworks Wework Northern ARC Credit Access Arman Financial Tips Music Vishal Mega Mart Many insights shared by the management, worth tracking Not a buy/sell reco Only for study purposes
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Gadilingappa Hanu retweeted
Kotak Block launch: Bluestone Jewellery Seller: 360One, Accel, Ivycap, Iron pillar Floor - INR 520 Offer size : ~Rs 300Cr / upto 3.8% of total share outstanding. Upsize TBU Lock up 90 days
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#360ONE Watchout for RSI breakout for the change in trend!!! May do good after RSI breakout, Wait for the confirmation!!!
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๐Ÿ”ฅ The Hidden ETF Riding India's Wealth Creation Revolution ๐Ÿ’ช ๐Ÿ”– Bookmark - DYOR - No Reco ๐Ÿ™ ๐Ÿ“ˆ One ETF. Indiaโ€™s Entire Capital Markets Story ๐Ÿ”ฅ From exchanges to AMCs, brokers, depositories, wealth managers, and fintech leaders โ€” this ETF โœ…โœ… Key holdings- #BSE #MCX #HDFCAMC #360ONE #CDSL #AngelOne #NipponIndiaAMC #CAMS #AnandRathiWealth #MotilalOswal #KFinTech #ICICIPruAMC #Groww A simple way to ride the long-term growth of India's capital markets ecosystem. ๐Ÿš€ Follow @n_stox for more insight ๐Ÿ‘ #ETF #Investing #IndianStockMarket #WealthCreation #CapitalMarkets #NiftyCapitalMarkets #StockMarketIndia
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