CEO ( OPERATIONS); ACA ;AICWA , Scientific Investing; Telegram; t.me/ekakin
Joined January 2016
- Tweets 11,532
- Following 36
- Followers 941
- Likes 4,428
23 Photos and videos
Pinned Tweet
Apr 30
My biggest bet ( allocation 45%); STERLITE TECH; BANDHAN; ALPLEX ; UTKARSH next 12 months
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Venus- big Twitter investor ( is being followed by 65k) has picked with 20x tgt in next five years ( my pick was @ 510)
Venus & wockhardt @ ATH today
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That is their job
Are there enough buyers for their premium homes?
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Jun 15
Real estate sector - bullish and invested- Bombay dye; Raymond realty; embassy development; all 3 hv HUGE LAND BANK ; need patience ( 2 years mini)
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Jun 15
Jk @ ATH TODAY
Will Bandhan BK ( invested fm lower levels- see pinned tweet); JK BANK MOVING HIGHER irrespective of mkt; short term : SL 130; Tgt 210 ( by dec 26)
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Jun 15
Look @ Oswal ; will give 50% return easily in next 3 months
May 28
Do not go behind stocks in news ; look for strong brands / companies which will turnaround; ( mine - INDUSIND; SAMMAN; UTKARSH; TEJAS; OSWAL PUMPS; )
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Jun 15
Venus @ ATH today
Venus & wockhardt @ ATH today
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Jun 15
Never miss this ; tide is turning on positive side
Rain Ind; Fy 27 eps ₹ 20; ( estimate); tgt ₹400 by June 27; SL ₹160
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Jun 15
South Indian BK- ATH today : added for 3 months; SL ₹ 45; tgt 60
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Jun 15
Vindhya - in my radar ; Birla cable merger ; respective boards hv approved; next shareholders & nclt; will take 6-9 months for merger; they r in optic & fibre cable business; Undervalued; to add in parts ; 15 months; tgt ₹4,000 by mar 27
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Jun 15
Capital gain tax- Y I feel no CHANGE ; with retail presence after COVID has increased substantially ( precisely this is the reason Y Nifty not falling much); already banks are feeling pinch on CASA & FD because of this ; GOI need to balance this else ; INTEREST RATE WILL RAISE
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Jun 14
CAPITAL GAIN tax - STATUS QUO will be maintained; other ARROWS r there to guide eco growth & inflation mgmt
India will have to face the heat this year on financial front
Budget 2027 damaged Badly due to high fiscal deficit and US Iran Escalations
RBI tried to control rupee and sold dollars, Banned high value imports, restricted banks on forex and many more
Gold untouched yet but if things go ugly we will have to set it off for rupee and reserves!
@nsitharaman @nsitharamanoffc @FinMinIndia is yet to comment or issue any signals or statements on policy shifts or Slashing of LTCG and STT passing the pressure on to the markets on auto pilot mode!
However this alone will be big booster for markets now and rest all are negatives!!
Inflation will hit even high and we have just started on this front!
So brace for impact!
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Jun 14
Moved by 30% from Feb lows; easily ₹690 by dec 26
Feb 16
Oswal pumps- no change is business direction; investors interest lost ; added new today
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Jun 14
Recalling
Apr 23
Premier energy; looking for good entry ; backward integration similar to Waare energy
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Jun 14
Recalling- safe bet and good upside
31 Oct 2025
IndusInd bank added with 2 yr view ; SL 675; tgt 1500
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Jun 14
Recalling;
Apr 29
Me on banks ; INDUS; Bandhan & Utkarsh; all three another 18 to 24 mths ; my style is always take risk which will never go wrong
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Jun 14
Not sure on outlook; best buy around ₹775-790; but I suggest look for others ( invested in wock; Venus r; Shilpa)
Jun 10
Sir Natco Pharma should add at CMP ?
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Jun 14
War peace deal if signed - OIL will be $ 85 and move down to $ 77-80; will buy more in PSU BANKS ( maha ; India; jk)
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Jun 11
ZEE: fund raise ( no need as per balance sheet- my take); expecting some strategic investor in the pipeline ; holding ( high risk investment)
May 29
Zee entertainment added for a tgt 250 in next 18 months; SL 70; risky investment ; poor corporate governance; inherent business potential will see some take over battle in next 9-12 months
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Jun 10
Tejas - short term position trade ; bought today ( ₹ 527); Tgt 621; SL 500
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Jun 10
Zee - fund raise meet ; promoter is greedy; invested ; let us see;
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