Sumit Saha (@sumisaha007) 's Twitter Profile
Sumit Saha

@sumisaha007

Explorer

ID: 1545783972113707008

calendar_today09-07-2022 14:56:47

27 Tweet

12 Followers

63 Following

Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

Try and Understand this Eco system and this is what is BESS is , we must have understanding of which players will derive massive growth out of this and create wealth. Will continue this thread.... Please comment your ideas on BESS

Try and Understand this Eco system and this is what is BESS is , we must have understanding of which players will derive massive growth out of this and create wealth.
Will continue this thread....
Please comment your ideas on BESS
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

Power Transmission Comparative valuations with mgmt guidances and order book: Done the excercise and found few attractive bets likes of Qpower, Taril, KPGEL, KPEL, KCEIL, Rajesh Pow. Do study and comment if u want any more cos to be studied. Will look into some other cos also.

Power Transmission Comparative valuations with mgmt guidances and order book: Done the excercise and found few attractive bets likes of Qpower, Taril, KPGEL, KPEL, KCEIL, Rajesh Pow.
Do study and comment if u want any more cos to be studied.
Will look into some other cos also.
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

TRANSRAILL : Transrail Lighting A global EPC player focussed on power transmission , global foot print in 59 countries in 5 continents. Provides turnkey sol from design, engg, supply,mafg.,constn,testing and commissioning accross verticals like power t&d, substation, renewables.

TRANSRAILL : Transrail Lighting
A global EPC player focussed on power transmission , global foot print in 59 countries in 5 continents. Provides turnkey sol from design, engg, supply,mafg.,constn,testing and commissioning accross verticals like power t&d, substation, renewables.
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

Here are a few promising sectors with top stocks to study. If u find anu other sector/ stocks do comment i will study and add.

Here are a few promising sectors with top stocks to study. If u find anu other sector/ stocks do comment i will study and add.
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

TD Power Systems Ltd. : A unique biz in manufacturing of AC generators , electric motors and various gas turbines. 60% of the biz is from exports and mgmt is very confident of meeting the guidance given

TD Power Systems Ltd. : A unique biz in manufacturing of AC generators , electric motors and various gas turbines.
60% of the biz is from exports and mgmt is very confident of meeting the guidance given
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

Why sales growth is the most important parameter? People are obsessed with only bottom line, but understand bottom line is the last thing we should see, First we should start with the top line, and in an income statement that's why it's written on top first. Thread follows :

Why sales growth is the most important parameter?

People are obsessed with only bottom line, but understand bottom line is the last thing we should see, First we should start with the top line, and in an income statement that's why it's written on top first. 

Thread follows :
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

Taril : Transformers and Rectifiers India Ltd: Poor numbers from Taril . Seems Virat kohli got out at 0. Need to listen to mgmt in concall.

Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

AZAD Engineering : Building the engine for Indias Precision Future: 🚀 Lets undersstand few imprtant points from their latest concall Please follow thread below :

AZAD Engineering : Building the engine  for Indias Precision Future:
🚀

Lets undersstand few imprtant points from their latest concall 

Please follow thread below :
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

1️⃣ What is TFS? TRAVELFOOD : Travel Food Services Ltd (TFS) is India’s largest airport F&B operator, running quick service restaurants (QSRs) & lounges across 18 airports in India, Malaysia & Hong Kong.

1️⃣ What is TFS?  TRAVELFOOD : 
Travel Food Services Ltd (TFS) is India’s largest airport F&B operator, running quick service restaurants (QSRs) & lounges across 18 airports in India, Malaysia & Hong Kong.
Mithun Sarkar (@mithunsarkari) 's Twitter Profile Photo

This goes live today Dec 1, 2025. Will have a monthly update and real time updates as and when required. This is a google tracker sheet. Just for learning. No buy/ sell recommendations . I have personal investments in all most all of the stocks. docs.google.com/spreadsheets/d…