Thank you all for making this a 1000+ members community. This will motivate me to publish more videos. Let's learn from each other and grow together. Onwards and Upwards :)
Knowledge Marine & Engineering Works (KMEW) has received another order of INR 127.12 Crores from IWAI for supply of 4 Cutter Suction Dredger Boats for River Ganga project.
This is in addition to earlier order of 8 boats received from IWAI as well.
The company works on owning, chartering/hiring, manning, operating, and technical maintenance of marine crafts, as well as repairs and maintenance of marine infrastructure in India and Myanmar.
This stock has been covered multiple times in our videos and is one of the biggest beneficiary of Inland Waterways and Maritime development in India.
The Indian government is actively exploring the use of isobutanol as a blending agent in diesel. The Transport Minister recently indicated that trials are underway and standards bodies are working on specifications to enable large-scale adoption. (Source: Business Standard)
⚡ Why this matters Much like ethanol blending with petrol created new opportunities in recent years, isobutanol blending could open doors for producers of advanced biofuels and specialty chemicals. Its higher energy density and blending compatibility make it a strong candidate to reduce emissions, lower crude import dependence, and create new growth avenues for companies in the sector.
I’ve analysed three small-cap Indian companies that could be potential beneficiaries if this policy direction translates into actual demand.
IIM Bangalore in association with SWAYAM provides free courses on these topics. Learn from well-experienced IIM faculties for free and enhance your knowledge in other areas as well like #technology, #marketing, #corporatestrategy, etc.
While enrolment and learning are free, there is a nominal fee of ₹1,000 if you wish to give an exam, which, upon passing will provide you with a certificate.
Don't miss out on this opportunity to expand your #knowledge and skill set. Link to courses given below:
Macroeconomics (this is what moves the market):
lnkd.in/dtRQnSgz
Valuation and Creating Sustainable Value (this is how to value stocks):
lnkd.in/d3U7XdVA
The stock of Antony Waste Handling Cell Ltd. has increased by 33% in the last 5 days and hit the upper circuit in the last trading session.
We made a video explaining the potential of the Municipal Solid Waste (MSW) processing industry and did a detailed analysis of the stock about a month ago.
Those who watched the video and purchased it for the long term are sitting on a gain of 35% in just one month. :)
Bajaj Finance share has given 25% in just 2.5 months since its March'23 lows of approx. 5500. Stocks like Bajaj Finance which serves the growing needs of the capital of various sectors of the economy are bound to grow with the growth in the economy. Stocks like these can be accumulated on dips for a long-term horizon. With Capex coming from both Govt. & Pvt. sector and increase in consumption, I expect Bajaj Finance to give decent returns over the period of the next 10 years.
Running teaches you lots of facets of life. Here are a few of my learnings:
1. Planning – Whenever you set out to achieve something big, you got to plan it and break it down into small achievable tasks. If you think about running 10 kilometers it might seem like a daunting task but if you break it into 10 tasks of 1 kilometer each and focus on the next 1 kilometer at a time, it will get easier.
2. Self-belief – Never at any point, you have to think that you cannot do it. There will be times when things will get so tough that you’ll think it’s too difficult and you cannot do it. That very moment you have to tell yourself that you can do it.
3. Assessing external factors – You need to assess whether the external environment would be favorable or not. This could make a difference in the efforts you have to put in to achieve your goal. In the case of running, you need to be aware of how hot & humid the weather is, the state of the path on which you plan to run, whether will there be wind, etc.
4. Preparedness: Any big task is not achieved by simply going out and doing it, you need to prepare for it. More difficult the task more preparation is required. In running you need to prepare by having healthy pre-run and post-run meals, liquid nourishments, what you take during your run, etc. This is something I did not focus upon until now but need to look at if I have to up my game.
5. Perseverance – You will not achieve anything simply because you want it or because you think you deserve it. There WILL be times when you would want to give up. when you will think this is too tough and is not worth the effort. At times like these, you need to engage in a conversation with your mind “one step at a time”. This brings me to my next point which is
6. The mind-boggling conversation – Your mind is your enemy in the sense that it always draws you to comfort. It’s a like a leech that always wants to keep sticking to comfort. And you have to push yourself by engaging in a dialogue with it. For example, you know you are going for a 10-kilometer run but you never bring this to your conscious mind, especially at times when it gets so hard that you want to stop. You convince your mind for the next kilometer, for the next 100 meters, and just for the next step. Just ask it to take the next step. Eventually, that tough phase will pass and you will be able to continue with less difficulty. Never let your conscious know the entire plan, for it might give up and run towards comfort.
7. Judicious use of resources – You have to make the best use of whatever is available to you. You cannot breathe through your mouth during a run as it’ll make you thirsty and you cannot carry water as it’ll add extra weight. Also, you have to manage your pace as your body is losing the necessary minerals and strength with every step. So you have to manage your pace for each kilometer. Similarly, in life, whatever resources you have are to be managed to achieve your goals and for your growth.
8. Assessing actuals with a plan – The plan you made at the start needs to be continuously assessed in the light of actuals and adjustments are to be made for variations beyond your threshold. Planning a 10-kilometer run in sub 60 minutes requires each kilometer to be covered in less than 6 minutes so you need to monitor your average pace at each kilometer and adjust it accordingly.
9. Patience – No matter how much effort you put there might be times, when you’ll miss your goal, maybe by a small margin. At times like these, you need to be patient and trust the process.
I had two 10+ kilometers run in the last 1 month and below are the stats:
First run I did 10 kilometers in 1:05:00 hours with an average pace of 6.57 per kilometer
For the second run, I did 10 kilometers in 1:03:10 hours with an average pace of 6.27 per kilometer
Today I tried to do 10 kilometers in sub-60 minutes in my 3rd run. I have to admit there was no planning and preparation involved and was an impromptu run. And I missed my target by 2 seconds per kilometer clocking a total time of 01:00:20 hours. This brings me to my last point which is
10. Always focus on the underlying – Doing a sub-60-minute 10-kilometer run might have given me bragging rights but a 1 hour+ run and a sub-60-minute run both will improve my health. And that was the main purpose to do all these activities. So never lose focus on your purpose among the glitz.
The company has not yet released its fourth-quarter financials, which were supposed to be made available by May 30th in accordance with SEBI regulations. The delay is attributed to the new auditor needing extra time to re-audit the financials of the first two-quarters of FY'23.
This situation raises concerns about the company's financials since the auditors in the previous quarter's report had already considered the impact of nine months of revenue from contracts with customers. It is possible that there are additional findings on which the management and auditors are in disagreement.
To mitigate risk from an overall portfolio perspective, my strategy is to reduce my exposure to the stock to an acceptable level. I have already decreased my exposure by 40%, even though it resulted in selling at a loss. This move allows me to hedge against any potential adverse news.
Going forward, I will wait for the results to be published before making any new investment in the stock. If the results are positive in all aspects, I may consider increasing my position. However, if the results are negative, I will wait for the storm to pass and might go for bottom fishing.
Please note that this post is for educational purposes only and reflects my personal opinion. It should not be taken as investment advice.
Faze Three Ltd. has published its March quarter numbers where it has been able to grow its revenue and profit YoY. The company has grown its EPS to 23.62 which is 12.5% over the previous year. This is despite strong headwinds because of inflation and rising interest rates in its key markets of the US and UK.
The company is having its board meeting on 29th May to discuss the buy-back of shares. A share buy-back is a strategic move that shows the company's confidence in its own growth trajectory and its commitment to rewarding its shareholders.
CA Ankit Jain
CA Ankit Jain
Thank you all for making this a 1000+ members community. This will motivate me to publish more videos. Let's learn from each other and grow together. Onwards and Upwards :)
2 months ago | [YT] | 0
View 0 replies
CA Ankit Jain
Knowledge Marine & Engineering Works (KMEW) has received another order of INR 127.12 Crores from IWAI for supply of 4 Cutter Suction Dredger Boats for River Ganga project.
This is in addition to earlier order of 8 boats received from IWAI as well.
The company works on owning, chartering/hiring, manning, operating, and technical maintenance of marine crafts, as well as repairs and maintenance of marine infrastructure in India and Myanmar.
This stock has been covered multiple times in our videos and is one of the biggest beneficiary of Inland Waterways and Maritime development in India.
#smallcap #multibaggerstocks #kmew
2 months ago | [YT] | 0
View 0 replies
CA Ankit Jain
On which of these topics you guys want me to create next video? Vote or post the topic in comment below
2 months ago | [YT] | 0
View 0 replies
CA Ankit Jain
The Indian government is actively exploring the use of isobutanol as a blending agent in diesel. The Transport Minister recently indicated that trials are underway and standards bodies are working on specifications to enable large-scale adoption. (Source: Business Standard)
⚡ Why this matters
Much like ethanol blending with petrol created new opportunities in recent years, isobutanol blending could open doors for producers of advanced biofuels and specialty chemicals. Its higher energy density and blending compatibility make it a strong candidate to reduce emissions, lower crude import dependence, and create new growth avenues for companies in the sector.
I’ve analysed three small-cap Indian companies that could be potential beneficiaries if this policy direction translates into actual demand.
2 months ago | [YT] | 1
View 0 replies
CA Ankit Jain
Want to learn what moves the #stockmarkets and how to value #stocks?
IIM Bangalore in association with SWAYAM provides free courses on these topics. Learn from well-experienced IIM faculties for free and enhance your knowledge in other areas as well like #technology, #marketing, #corporatestrategy, etc.
While enrolment and learning are free, there is a nominal fee of ₹1,000 if you wish to give an exam, which, upon passing will provide you with a certificate.
Don't miss out on this opportunity to expand your #knowledge and skill set. Link to courses given below:
Macroeconomics (this is what moves the market):
lnkd.in/dtRQnSgz
Valuation and Creating Sustainable Value (this is how to value stocks):
lnkd.in/d3U7XdVA
Other courses from IIM Bangalore:
swayam.gov.in/IIMB
2 years ago | [YT] | 1
View 2 replies
CA Ankit Jain
The stock of Antony Waste Handling Cell Ltd. has increased by 33% in the last 5 days and hit the upper circuit in the last trading session.
We made a video explaining the potential of the Municipal Solid Waste (MSW) processing industry and did a detailed analysis of the stock about a month ago.
Those who watched the video and purchased it for the long term are sitting on a gain of 35% in just one month. :)
Video link is posted in the comments below
2 years ago | [YT] | 0
View 1 reply
CA Ankit Jain
Bajaj Finance share has given 25% in just 2.5 months since its March'23 lows of approx. 5500. Stocks like Bajaj Finance which serves the growing needs of the capital of various sectors of the economy are bound to grow with the growth in the economy. Stocks like these can be accumulated on dips for a long-term horizon. With Capex coming from both Govt. & Pvt. sector and increase in consumption, I expect Bajaj Finance to give decent returns over the period of the next 10 years.
2 years ago | [YT] | 0
View 0 replies
CA Ankit Jain
Running teaches you lots of facets of life. Here are a few of my learnings:
1. Planning – Whenever you set out to achieve something big, you got to plan it and break it down into small achievable tasks. If you think about running 10 kilometers it might seem like a daunting task but if you break it into 10 tasks of 1 kilometer each and focus on the next 1 kilometer at a time, it will get easier.
2. Self-belief – Never at any point, you have to think that you cannot do it. There will be times when things will get so tough that you’ll think it’s too difficult and you cannot do it. That very moment you have to tell yourself that you can do it.
3. Assessing external factors – You need to assess whether the external environment would be favorable or not. This could make a difference in the efforts you have to put in to achieve your goal. In the case of running, you need to be aware of how hot & humid the weather is, the state of the path on which you plan to run, whether will there be wind, etc.
4. Preparedness: Any big task is not achieved by simply going out and doing it, you need to prepare for it. More difficult the task more preparation is required. In running you need to prepare by having healthy pre-run and post-run meals, liquid nourishments, what you take during your run, etc. This is something I did not focus upon until now but need to look at if I have to up my game.
5. Perseverance – You will not achieve anything simply because you want it or because you think you deserve it. There WILL be times when you would want to give up. when you will think this is too tough and is not worth the effort. At times like these, you need to engage in a conversation with your mind “one step at a time”. This brings me to my next point which is
6. The mind-boggling conversation – Your mind is your enemy in the sense that it always draws you to comfort. It’s a like a leech that always wants to keep sticking to comfort. And you have to push yourself by engaging in a dialogue with it. For example, you know you are going for a 10-kilometer run but you never bring this to your conscious mind, especially at times when it gets so hard that you want to stop. You convince your mind for the next kilometer, for the next 100 meters, and just for the next step. Just ask it to take the next step. Eventually, that tough phase will pass and you will be able to continue with less difficulty. Never let your conscious know the entire plan, for it might give up and run towards comfort.
7. Judicious use of resources – You have to make the best use of whatever is available to you. You cannot breathe through your mouth during a run as it’ll make you thirsty and you cannot carry water as it’ll add extra weight. Also, you have to manage your pace as your body is losing the necessary minerals and strength with every step. So you have to manage your pace for each kilometer. Similarly, in life, whatever resources you have are to be managed to achieve your goals and for your growth.
8. Assessing actuals with a plan – The plan you made at the start needs to be continuously assessed in the light of actuals and adjustments are to be made for variations beyond your threshold. Planning a 10-kilometer run in sub 60 minutes requires each kilometer to be covered in less than 6 minutes so you need to monitor your average pace at each kilometer and adjust it accordingly.
9. Patience – No matter how much effort you put there might be times, when you’ll miss your goal, maybe by a small margin. At times like these, you need to be patient and trust the process.
I had two 10+ kilometers run in the last 1 month and below are the stats:
First run I did 10 kilometers in 1:05:00 hours with an average pace of 6.57 per kilometer
For the second run, I did 10 kilometers in 1:03:10 hours with an average pace of 6.27 per kilometer
Today I tried to do 10 kilometers in sub-60 minutes in my 3rd run. I have to admit there was no planning and preparation involved and was an impromptu run. And I missed my target by 2 seconds per kilometer clocking a total time of 01:00:20 hours. This brings me to my last point which is
10. Always focus on the underlying – Doing a sub-60-minute 10-kilometer run might have given me bragging rights but a 1 hour+ run and a sub-60-minute run both will improve my health. And that was the main purpose to do all these activities. So never lose focus on your purpose among the glitz.
#calisthenics #fitness #motivation #lifeskills #stockmarket #wisdom
2 years ago (edited) | [YT] | 0
View 0 replies
CA Ankit Jain
EKI Energy update:
The company has not yet released its fourth-quarter financials, which were supposed to be made available by May 30th in accordance with SEBI regulations. The delay is attributed to the new auditor needing extra time to re-audit the financials of the first two-quarters of FY'23.
This situation raises concerns about the company's financials since the auditors in the previous quarter's report had already considered the impact of nine months of revenue from contracts with customers. It is possible that there are additional findings on which the management and auditors are in disagreement.
To mitigate risk from an overall portfolio perspective, my strategy is to reduce my exposure to the stock to an acceptable level. I have already decreased my exposure by 40%, even though it resulted in selling at a loss. This move allows me to hedge against any potential adverse news.
Going forward, I will wait for the results to be published before making any new investment in the stock. If the results are positive in all aspects, I may consider increasing my position. However, if the results are negative, I will wait for the storm to pass and might go for bottom fishing.
Please note that this post is for educational purposes only and reflects my personal opinion. It should not be taken as investment advice.
2 years ago | [YT] | 3
View 2 replies
CA Ankit Jain
Faze Three Ltd. has published its March quarter numbers where it has been able to grow its revenue and profit YoY. The company has grown its EPS to 23.62 which is 12.5% over the previous year. This is despite strong headwinds because of inflation and rising interest rates in its key markets of the US and UK.
The company is having its board meeting on 29th May to discuss the buy-back of shares. A share buy-back is a strategic move that shows the company's confidence in its own growth trajectory and its commitment to rewarding its shareholders.
#buyback #fazethree
2 years ago | [YT] | 1
View 0 replies
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