The Fixer   

@SaanpaurSeedi

IFB IND. top gainer A group 1) ET insights 2) BSE

19/11/2022 01:00:04 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

Kirloskar Oil Engines Ltd KOEL : up 2x in 3 months

17/11/2022 07:03:56 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

IFB IND. good results + slides link : maintains net CASH Air/con still dragging down results

16/11/2022 07:03:32 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

MEDPLUS Health Services results : retail pharma chain by its expansion pace, it seems, will soon become the largest ? good ppt. + macro info. / foray / disrupting into diagnostics: Premji / Warburg Pincus also invested? ( board slide) stock down from IPO

15/11/2022 03:06:19 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

SKM Egg Exports Q2 Results: YoY PBT up 16x / Rev. up 2.7x seq. QoQ PBT up 85% pdf :

10/11/2022 05:02:27 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

US inflation was in double digits for 3 straight years : 1979: 11% 1980: 13% 1981: 10%

03/11/2022 01:35:50 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

VBL Varun Beverages could not find H1 debt details then saw 9m => Jan-dec Financial year so 2022 Jan-Sep 9months volumes = 6 crore serves per day ( 1 serve= 240 ml bottles) at 53% gross margin or 1 crore serves sold every 4 hours results ppt :

01/11/2022 08:36:46 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

vs VBL Varun Beverages

01/11/2022 08:29:50 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

ORISSA BENGAL CARRIER +20% gets 146 cr order from Vedanta pdf

01/11/2022 07:27:22 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

Ponni Sugars = debt free = net cash + net cash + investments > mkt cap Communique to Shareholders + results (pdf)

01/11/2022 07:02:34 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

post results : ponni sugars +20%

01/11/2022 08:56:40 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

disrupting likes of La opala .. from japan frosted window / door glass => recycled into plates

26/10/2022 11:49:44 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

Tips Films up 2x in 2 weeks Tips Industries (demerged company) and Tips Films (resulting company)

26/10/2022 11:44:49 PM     Share:    

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  The Fixer   

@SaanpaurSeedi

vs. cancer in a can ? SME : Rajeshwari Cans Ltd

20/10/2022 06:26:28 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

TINPLATE posts 35 cr loss

20/10/2022 06:20:40 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

mcd vs. ttk healthcare ?

20/10/2022 05:26:50 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

Tata Elxsi in 33% drawdown

20/10/2022 05:17:16 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

( not that humble brag ... ) hmm ...3 stocks in portfolio in upper circuit => this could mean that . . 1) holding too many stocks ? 2) holding too many micro / small cap stocks ? 3) something is working correctly in the stock selection + buying / holding process ? 4) Luck ?

20/10/2022 04:34:13 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

Mkt. Cap -wise: TVS Motors > Hero Motocorp though TVS PAT is not even 50% of Hero

14/10/2022 04:14:40 AM     Share:    

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  The Fixer   

@SaanpaurSeedi

Sebi said Brickwork, which counts Canara Bank as its promoter, had failed to take corrective measures despite penal actions in the past

08/10/2022 07:55:40 PM     Share:    

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