Aakash Jha (@aakashjha_aj) 's Twitter Profile
Aakash Jha

@aakashjha_aj

Investor | Equity Analysis | Business Research.
Views are personal and are not recommendations.

ID: 2915801516

linkhttps://www.youtube.com/@AJ.Aakash calendar_today01-12-2014 16:30:22

1,1K Tweet

2,2K Followers

111 Following

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Excellent recovery from AngelOne. The stock rebounded from a low of 2025 in August in just two months. The business was performing well earlier as well, it’s likely that the market has gained clarity now. I'll discuss its results and future growth prospects for the business

Excellent recovery from AngelOne. The stock rebounded from a low of 2025 in August in just two months. The business was performing well earlier as well, it’s likely that the market has gained clarity now.

I'll discuss its results and future growth prospects for the business
Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of AngelOne >13-14% impact is expected on total income >New price changes will negate the true-to-label impact >How's the deal in the stock?

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Jio Finance & RBL Bank - Q2FY25 Result Analysis >Jio's PAT grew significantly QOQ >Got approval for the AMC business >Steady deposit growth for RBL Bank >Sharp decline in NIM >Big downfall expected in the stock on Monday

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

I'll try to share 3 opportunities tonight. The first is an undervalued NBFC that, despite having a presence in the microfinance space, has maintained stable asset quality and is growing at a solid pace. The second is a capital market player that has seen a strong turnaround

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of L&T Finance and MCX >Undervalued NBFC with P/B below 2 >Excellent management of asset quality despite headwinds >Turnaround of MCX >Chance of re-rating?

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

My commitment was to cover 3 businesses yesterday, but I was able to cover 2. Today, my target is to cover the pending business along with the latest results of the companies on my watchlist. My throat isn't in great condition, so there might be some issues with my voice. Please

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of Bajaj Housing Finance & Jana Small Finance Bank >Excellent track record of Bajaj Housing >Replicating the success of Bajaj Finance >Could enter into the affordable housing segment >Jana's microfinance pain, stock fell 9% today >Secured assets share

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of Ujjivan and Suryoday Small Finance Bank >More than 50% fall in these stocks >Declining growth for Ujjivan >Secured asset share increased to 35% for Ujjivan >NPA increased QOQ for Suryoday >PAT declined by 9% >What To Do Now?

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of EFC Ltd - A Confirm Re-rating After This Performance >Revenue doubled YOY in Desing & Build vertical >Growth momentum maintained in Q2 >Very lucrative deal in the stock

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of - CA Grameen >Expect a big fall in the stock on Monday >PAR0+ doubled QOQ >Credit cost increased to 6.8% annualized >Guidance revised, growth guidance reduced by 50%

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of Shakti Pump - Beats Expectation >Order book is at 1800 cr >Market share of 25% maintained in PM KUSUM scheme >Super expansion in margins continued >A strong chance of re-rating

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of IDFC First Bank- PAT Down 73% >Operational profit continued growing at a healthy pace >SMA1 & SMA2 improved QOQ except for Microfinance book >Another negative surprise for the market >What to expect now?

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of SMC Global - Decent PAT Growth, But Why Is the Stock Falling? >Broking segment's revenue grew 22% YOY >EBITDA in the broking segment grew 45% YOY >The NBFC division is impacting the overall growth

Aakash Jha (@aakashjha_aj) 's Twitter Profile Photo

Q2FY25 Result Analysis Of Nuvama Wealth - The Best Result In The Wealth Management Space >Cost to income improved by 11% YOY >Operating leverage continued >Forward PE Is just 24