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#Tea socks making 52 week highs in otherwise weak market, ahead of strong Q2 results driven by sharp rise in Tea prices yoy #Resultpick #Kanco #Goodricke #Jameswarren #Tyroon #DTIL #Harrison #Diana

#Saisilk Q2 update talks of 6.5% yoy revenue growth, vs ~10-12% growth indicated in q1 concall. While this may appear muted, but is certainly an improvement given Q1 had seen revenue of -12% valuations are quite attractive, and marriage season (key qtr) is ahead of us

#Rallis India, the first Agri stock in #Monsoon theme, posted very strong results.. led by a good monsoon Watch out for peers! #Resultpick

As expected, #HDFCAMC posted strong Q2 results and is making new ALL TIME HIGH.. watch out for other AMC stocks too! #Resultpick

#Harrison Malayalam is making new ALL TIME HIGH 300+, up >30% since it was highlighted 👇in the Tea sector theme #Resultpick

#Shopperstop Q2 results with +7% rev / -7% ebidta are okay, weren't expected to be great either #INTUNE store rollout tgt has further increased from 80 to 100 stores by FY25 I have been saying that INTUNE will be the key driver of the stock going fwd Will look to buy the dip!

#Shopperstop dip is so nicely being bought into.. Stock which was down 8% and is now in green! I have previously highlighted that the series of good nos for the stock would begin from Q3 onwards, thanks to aggressive rollout of #INTUNE Long way to go !!

#DodlaDairy results are weaker than expected, mainly cos of lower margins sequentially (sub 10%) Taking profits in it for now, as the key driver for strong earnings growth seems to have been impacted

Liquor sector showing margin expansion as expected.. #Radico and #UBL showed good margin expansion and therefore healthy profit growth #Resultpick

#Shardacrop makes new 52 week high 650+ post strong Q2 results #Resultpick Stock did not fall in this market correction, and a good #Valueinvesting bet like this is rewarding handsomely with stock up >70% in last 8 months since mentioned

#AlliedBlender results tomorrow #Resultpick Going by the Q1 concall commentary, Q2 results could be Very Very good backed by better GM%, lower optg cost, lower interest cost upon debt repayment with IPO money Watchout!

#AlliedBlender results are very strong as expected and highlighted.. While Rev growth is moderate EBIDTA +45% with margins of 12% vs 8.4% yoy & 9.7% qoq PBT 65cr up 4x yoy & qoq The margin expansion theme in alcohol is playing well #Resultpick

#Rossell India (demerged pure Tea co) Q2 results are quite strong as expected and highlighted, led by sharp rise in Tea prices.. indicates how results for other co's having Tea plantations could be for Q2

#Shardacrop doubles to 760 in 9 months since mentioned 👇and is just shy away from its ALL TIME HIGH A good stock in bad times was available at <1x sales when highlighted, as it became a good #Valueinvesting fit with good #marginofsafety It was my #monsoon & #Resultpick too 😀

Shubh Deepavali to all my twitter followers & friends I have already mentioned #Shopperstop as my #Diwali pick.. I hope that the stock gives very good return over the next year, and make the upcoming Diwali even more special 😊