CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile
CA. Vaibhav Sheth

@vaibhav_shethh

Chartered Accountant, Financial Analyst, Technical Analyst, Positional Investor, Ex Banker, Ardent Traveler, Bon Vivant.
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ID: 1151036238259867648

linkhttps://t.me/anantaracapiital calendar_today16-07-2019 07:49:59

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CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

Aether Industries , India's true specialty chemical R&D focused business trying to get bigger in this decade #Aether #stockmarket

Aether Industries , India's true specialty chemical R&D focused business trying to get bigger in this decade

#Aether #stockmarket
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

SPEL Semiconductor: Revenue falling. Losses exploding. 🧾Executive Snapshot : Revenue Growth: ~(-17.9%) YoY | ~(-18.9%) QoQ (₹152.91 Cr vs ₹188.56 Cr YoY | vs ₹188.56 Cr QoQ) EBIT (PBT): ₹-1246.53 Cr vs ₹-485.78 Cr YoY (loss widening) PAT: ₹-1246.53 Cr vs ₹-482.48 Cr YoY

SPEL Semiconductor: Revenue falling. Losses exploding.

🧾Executive Snapshot :
Revenue Growth:
~(-17.9%) YoY | ~(-18.9%) QoQ
(₹152.91 Cr vs ₹188.56 Cr YoY | vs ₹188.56 Cr QoQ)
EBIT (PBT):
₹-1246.53 Cr vs ₹-485.78 Cr YoY (loss widening)
PAT:
₹-1246.53 Cr vs ₹-482.48 Cr YoY
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

🧵 Fundamental Analysis: What 90% Investors Never See Pledging of Shares – The Hidden Risk Behind Promoter Confidence A promoter saying “we believe in our business” sounds good. But what if… 👉 They’ve pledged their shares? That’s where risk quietly builds. Let’s break it

CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

🚨 Ujjivan SFB Shares Fall After RBI Returns Universal Bank Bid Ujjivan Small Finance Bank shares fell ~5.9% to ₹56.75 after RBI returned its universal bank licence application, citing loan book concentration concerns. Unsecured exposure improved from ~61% → ~51%, but RBI

CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

#Elecon Engineering :Strong profits. Weak quality. One-offs made the difference. 🧾 Executive Snapshot: Revenue Growth: ₹746 Cr vs ₹~597 Cr YoY (~+25%) | QoQ mixed (Gear division down ~-21% YoY) EBITDA: ₹158 Cr | Margin: ~21.2% PAT: ₹108 Cr (includes exceptional impact)

#Elecon Engineering :Strong profits. Weak quality.
One-offs made the difference.

🧾 Executive Snapshot:
Revenue Growth:
₹746 Cr vs ₹~597 Cr YoY (~+25%) | QoQ mixed (Gear division down ~-21% YoY)
EBITDA:
₹158 Cr | Margin: ~21.2%
PAT:
₹108 Cr (includes exceptional impact)
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

HDB Financial: Profits rising fast- but cash is getting absorbed even faster. 🧾Executive Snapshot: Revenue Growth: ₹47,454 Mn vs ₹42,661 Mn YoY (+11.2%) | QoQ: +1.5% EBIT (PBT): ₹10,112 Mn vs ₹7,042 Mn YoY (+43.6%) PAT Growth: ₹7,506 Mn vs ₹5,309 Mn YoY (+41.4%) Net

HDB Financial: Profits rising fast-
but cash is getting absorbed even faster.

🧾Executive Snapshot:

Revenue Growth:
₹47,454 Mn vs ₹42,661 Mn YoY (+11.2%) | QoQ: +1.5%
EBIT (PBT):
₹10,112 Mn vs ₹7,042 Mn YoY (+43.6%)
PAT Growth:
₹7,506 Mn vs ₹5,309 Mn YoY (+41.4%)
Net
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

#nifty50 After gap up opening market remain sideways and closed near high only. Todays high and low will be important for further move. A 15 min close above todays high will continue upside momentum and if it slips below today low it can test 24,000 area.

#nifty50 

After gap up opening market remain sideways and closed near high only.
Todays high and low will be important for further move.
A 15 min close above todays high will continue upside momentum and if it slips below today low it can test 24,000 area.
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

#BANKNIFTY After a strong up move, market is now consolidating near the resistance zone (56,300–56,400) and holding gains. No major selling seen, indicating strength with slight pause. Today’s high and low will be important for next move. A 15 min close above 56,400 can

#BANKNIFTY

After a strong up move, market is now consolidating near the resistance zone (56,300–56,400) and holding gains.
No major selling seen, indicating strength with slight pause.
Today’s high and low will be important for next move.

A 15 min close above 56,400 can
CA. Vaibhav Sheth (@vaibhav_shethh) 's Twitter Profile Photo

#SENSEX After the recent breakout, market is holding above previous resistance and trading near highs. Price is consolidating in a tight range, showing strength with no major selling. Today’s high and low will be important for next move. A 15 min close above 78,250 can continue

#SENSEX

After the recent breakout, market is holding above previous resistance and trading near highs.
Price is consolidating in a tight range, showing strength with no major selling.
Today’s high and low will be important for next move.

A 15 min close above 78,250 can continue