!!
Devanshu Maheshwari
@devanshumaheshwari
heartless trend follower , system above everything.
Devanshu Maheshwari (English)
Are you tired of following trends blindly and looking for someone who values authenticity and integrity above all? Look no further than Devanshu Maheshwari, a Telegram channel that stands out from the crowd with its motto of being a 'heartless trend follower, system above everything.' Devanshu Maheshwari, also known by the username @devanshumaheshwari, is a platform dedicated to sharing unique insights, diverse perspectives, and thought-provoking content that challenges the status quo. With a focus on staying true to oneself and prioritizing principles over popularity, this channel is a breath of fresh air in a world dominated by superficial trends and fleeting fads. Whether you're interested in personal development, critical thinking, or simply seeking a community of like-minded individuals who value authenticity, Devanshu Maheshwari is the perfect channel for you. Join us today and be part of a movement that puts substance over style and values depth over shallowness.
Devanshu Maheshwari
09 Jan, 04:33
Crazy market moves , qty should clearly be adjusted & watched , & being super selective is the key.
Devanshu Maheshwari
08 Jan, 08:40
Obviously , qty should be adjusted with stoploss & market conditions.
Devanshu Maheshwari
08 Jan, 08:26
Credit access is up 14% today , now wht holds for mfi this quarter , will be the decider for markets this quarter .
Devanshu Maheshwari
08 Jan, 08:17
Very very strong monthly exports nos from ami organics , upgraded guidance previous quarter , this is the stock to watch out for when market stabilises.
Devanshu Maheshwari
08 Jan, 08:10
Most important term in this earnings season will be ‘ Credit Costs’.
Devanshu Maheshwari
08 Jan, 07:58
No need to rush for trades , trades will just come to us in the form of earnings.
Devanshu Maheshwari
08 Jan, 07:35
Extremely cautious view on the smallcap indices.
Don’t dare to long unless we cross yesterday’s high.
Don’t dare to long unless we cross yesterday’s high.
Devanshu Maheshwari
08 Jan, 07:06
It’s always about the market environment , earnings season to begin , it will be super fun.
Devanshu Maheshwari
02 Jan, 06:51
Buy Bajfin between 7230-7250 with 6980 Stop.
50% qty , 50% will add after Quarterly updates.
50% qty , 50% will add after Quarterly updates.
Devanshu Maheshwari
24 Dec, 05:00
Buy Indigo between 4550-70
With 4434 Stop.
Risk :- 0.3% ( For me).
With 4434 Stop.
Risk :- 0.3% ( For me).
Devanshu Maheshwari
23 Dec, 06:20
It’s a long time , have not cracked a joke so here i go.
‘’ Government cares for you ‘’.
‘’ Government cares for you ‘’.
Devanshu Maheshwari
23 Dec, 05:36
https://open.spotify.com/wrapped/share/share-ea867e0623ff45e581d42c3234e2dc30?si=Vqi8FuM8R5-Z45KlWSFIQQ&track-id=6Rqn2GFlmvmV4w9Ala0I1e
Devanshu Maheshwari
22 Dec, 09:17
Long time no trades shared in the channel , will share from now onwards with the proper charts.
This time let’s start being beginner again.
This time let’s start being beginner again.
Devanshu Maheshwari
20 Dec, 09:55
Nifty structure is weak , though 1100 points one sided fall , any pullbacks can be used to sell with a sl , structure weak.
Devanshu Maheshwari
20 Dec, 08:27
Many banks should give very good opportunities in this fall.
Axis bank should do 31-32k crores next year , Mcap at 3.3 Lakh crore.
11x earnings ( includes subsidaries as well ) too much pessimism here.
Need to study closely and watch as opportunities may arise.
Axis bank should do 31-32k crores next year , Mcap at 3.3 Lakh crore.
11x earnings ( includes subsidaries as well ) too much pessimism here.
Need to study closely and watch as opportunities may arise.
Devanshu Maheshwari
20 Dec, 04:42
Nifty opens + 20 , goes down 100 points after that , shoots up 180 points from there to fall 270 points from there , not even 1 hour , this is legit source of money making for the big guys.
Devanshu Maheshwari
19 Dec, 16:15
With new capacities lined up for
Deepak fertilisers in Fy 26. , Fy 27 Should be above 15k crores.
20% Ebitda margin should give 3000 crore in ebitda , ( Assuming Ammonia prices remain 350$+).
As new capacities come in , Roce will improve , net debt to shoot up massively , should be around 5k crore before it goes down in Fy28/29.
Should do 3000 crore + Ebitda in Fy 27 , 1500 cr pat , 20x P/E ( backwardly integrated chemical co ) should give a market cap of 30k crore.
Deepak fertilisers in Fy 26. , Fy 27 Should be above 15k crores.
20% Ebitda margin should give 3000 crore in ebitda , ( Assuming Ammonia prices remain 350$+).
As new capacities come in , Roce will improve , net debt to shoot up massively , should be around 5k crore before it goes down in Fy28/29.
Should do 3000 crore + Ebitda in Fy 27 , 1500 cr pat , 20x P/E ( backwardly integrated chemical co ) should give a market cap of 30k crore.
Devanshu Maheshwari
19 Dec, 07:24
So many messages for bajaj healthcare , congratulations to all all the holders , i have exited way back.
Devanshu Maheshwari
17 Dec, 20:21
Ending of thoughts & time is the beginning of ‘ End of fear ‘.
Devanshu Maheshwari
05 Dec, 14:25
FURNITURE SCIENCE
Pillar no.287,Beside Arihant Marbles, Shivarampally. Telangana-500052
Contact no : +91 7799356447
Email: [email protected]
Contact him for assistance.
Pillar no.287,Beside Arihant Marbles, Shivarampally. Telangana-500052
Contact no : +91 7799356447
Email: [email protected]
Contact him for assistance.
Devanshu Maheshwari
05 Dec, 14:25
Old Friend Kashif has started his own all high end dining tables & coffee tables brand & outlet in Hyderabad , seen the products personally , it’s amazing!!!
Devanshu Maheshwari
05 Dec, 14:11
More you get experienced , more you realise it’s always about the market environment , ability to not trade is one of the best skills you will ever possess in your lifetime.
Devanshu Maheshwari
05 Dec, 09:02
Enjoy the move , breadth improving drastically , individual stocks looking fantastic.
Devanshu Maheshwari
05 Dec, 09:01
Nifty is up 500 points without reason , this is a classical call writers trap .
Devanshu Maheshwari
05 Dec, 08:44
Just a brutal murder of all call writers , very illiquid moves , just kicking of all sellers , good that was on the right side today.
Devanshu Maheshwari
05 Dec, 08:35
Both Bse and cdsl had amazing RS during this market fall , very strong results as well.
Devanshu Maheshwari
05 Dec, 08:09
Smallcap index less than 1% down from life highs , amazing strong strength , many bases will emerge , consolidation will be good for new stage BO.
Devanshu Maheshwari
05 Dec, 05:32
Nifty ticker looks like a smallcap stock movement , very illiquid , volumes are just dried up across the system.
Devanshu Maheshwari
04 Dec, 15:52
Back to action from tomorrow , long break , markets too looking very good on individual stock basis.
Devanshu Maheshwari
03 Dec, 20:33
-5 degree to + 30 degree.
One of the most difficult transition.
One of the most difficult transition.
Devanshu Maheshwari
25 Nov, 07:39
Persistent & Coforge has been such a star mover in the last 1 months , amazing , defying all the market conditions.
Devanshu Maheshwari
21 Nov, 11:15
I encourage you to go inward and find your own answers. The truth will set you free, but it has to be YOUR truth.
Devanshu Maheshwari
20 Nov, 06:53
And don’t think much , just invest in index funds , no brains used.
Devanshu Maheshwari
20 Nov, 06:52
Forget all the personal finance gyaan all over.
Just make a plan.
That you will invest xyz amount monthly with 10% increment annually , rest spend whereever you want , no boundaries , all your wish , just make sure you hit your investments plan regularly.
Just make a plan.
That you will invest xyz amount monthly with 10% increment annually , rest spend whereever you want , no boundaries , all your wish , just make sure you hit your investments plan regularly.
Devanshu Maheshwari
20 Nov, 06:43
Aluminium prices near 2700 in Lme , last quarter avg was 2350 nalco & hindalco , whereas there will be a hedge factor as well , but q3 gonna be robust specially for nalco as alumina prices are soaring.
Devanshu Maheshwari
19 Nov, 04:39
Apne dil se pucho , apne mann se pucho , only person who has made money in last 1 month is the person who skipped trading in that chaos ( very few exceptions ).
Devanshu Maheshwari
18 Nov, 03:53
With aluminium prices moving up ( prices almost at 52 week high ) + china decision , this trends towards a wonderful position for nalco , Q2 was solid , In Q3 prices are trending up compared to Q2.
Devanshu Maheshwari
15 Nov, 13:06
Best way to explore nature is to trekk , visiting tourist places just don’t help , so be fit , eat healthy , so that you can explore the beautiful world❤️
Devanshu Maheshwari
14 Nov, 03:55
Maybe we all die so that we can be reborn as child again.
Happy children’s day.
Happy children’s day.
Devanshu Maheshwari
14 Nov, 03:50
Eicher motors talking about volume growth after agessss , now you need to track their execution on this front.
Devanshu Maheshwari
13 Nov, 19:45
It’s amazing how people are living in delhi , never in my life i experienced the pain on my lungs which i had today , it’s just feel deadlyyy , how delhi wale lives yaar , insane.
Please take the important decision to migrate , just please.
Please take the important decision to migrate , just please.
Devanshu Maheshwari
13 Nov, 19:44
Going from 450 Aqi to below 50 Aqi , lungs will be super happy.
Devanshu Maheshwari
13 Nov, 14:04
Crude longs thoda sambhalke bhai , looks very risky .
Just sharing , no positions.
Just sharing , no positions.
Devanshu Maheshwari
13 Nov, 14:01
When you’re about to reach delhi & you get this notification 🥲
Devanshu Maheshwari
13 Nov, 13:55
Amazing set by nalco , good nos.
Though what you can do is only analyse , price will react on it’s own way.
Though what you can do is only analyse , price will react on it’s own way.
Devanshu Maheshwari
12 Nov, 18:02
The moment you stop worrying about your future , moment you stop getting affected by your past , you will be at extreme peace , this two things are just not real , so don’t focus on that , focus on what actually is real ‘ present’.
Devanshu Maheshwari
12 Nov, 17:57
Accumulate , accumulate , accumulate.
But one day you have to die , isn’t it ?
But one day you have to die , isn’t it ?
Devanshu Maheshwari
12 Nov, 13:16
Will recommend you all to visit kasardevi temple in Uttarakhand ( near nainital ) , this place has just unbelievable energy.
Devanshu Maheshwari
12 Nov, 08:14
This biscuit makers are purely selling sugar in names of biscuit , cookies etc.
We clearly avoid them , it’s not shrinking middle class ( for biscuits ) , it’s obviously a move towards a healthy alternative.
We clearly avoid them , it’s not shrinking middle class ( for biscuits ) , it’s obviously a move towards a healthy alternative.
Devanshu Maheshwari
11 Nov, 04:11
Exited exposure in Infy Hcl Tcs , nifty down 9% , stocks going butchered , this gave strength to the portfolio in tough times , will keep cash in hand now for new bets.
Devanshu Maheshwari
11 Nov, 04:05
Soon markets will start stabilising and it will chase where there was growth in this quarter & where the guidance too is great , this is where huge money lies…but you have to let this phase pass , just sit quiet & wait for your time.
Devanshu Maheshwari
07 Nov, 05:59
Not buying anything unless i see clear strength , just all on my watchlist.
Devanshu Maheshwari
07 Nov, 05:58
Strong strength in bse , on watchlist.
Nse market share in options fell to below 90% for the first time , after nov 20 , this will fall further.
Nse market share in options fell to below 90% for the first time , after nov 20 , this will fall further.
Devanshu Maheshwari
07 Nov, 04:50
Stay away from nifty 50 or nifty 100 stocks , and you will do well.
Focus on individual strength beyond this universe.
Focus on individual strength beyond this universe.
Devanshu Maheshwari
06 Nov, 20:25
This are the topics of U.S elections.
Indian Election topics :
Hindu , Muslim , Sikh , Gujarati , Parsi , Jalebi , Mangalsutra etc etc , please add more to it.
Indian Election topics :
Hindu , Muslim , Sikh , Gujarati , Parsi , Jalebi , Mangalsutra etc etc , please add more to it.
Devanshu Maheshwari
06 Nov, 20:22
This was the first quarter of MFI pain & this doesn’t end easily , it usually takes 3-4 quarters for the worst case , so you should be extremely cautious investing in any of the banks / nbfc having exposure to this space , i think it doesn’t make any sense to go beyond the top 5 in lenders.
So make sure you aren’t trapped in the wrong ones.
So make sure you aren’t trapped in the wrong ones.
Devanshu Maheshwari
06 Nov, 20:11
How many times did our PM said about interest rates , how to avoid over reliance on crude imports , how to normalise the tax structure , just stupidity throughout , need a extremely good leader who understands all of this , just feel sad.
Devanshu Maheshwari
06 Nov, 20:07
Just love to see U.S , best country in the world to do business & to create , here we all are messed up by stupid regulations & taxes.
Devanshu Maheshwari
06 Nov, 20:06
Keeping all the patriotism aside , why will fiis invest in india if they feel trump will deliever on what he said , insane amount of money can flow in the home markets.
Just my view.
Just my view.
Devanshu Maheshwari
06 Nov, 08:28
So after donald trump , is it a no brainer to invest in Tesla?
Devanshu Maheshwari
06 Nov, 08:22
This is still not peak earnings yet from nuvama , trades at below 25x earnings (Fy26 E) , this is quite cheap compared to other ones.
Growth rates are very high as well.
Added today at new highs.
Growth rates are very high as well.
Added today at new highs.
Devanshu Maheshwari
06 Nov, 08:19
Strong U.S economy + falling interest rates + weak domestic economy , this is a crazy combination.
Devanshu Maheshwari
06 Nov, 08:15
Smallcap index is just 3-4% off highs , very strong Rs , many new bases will form , many leaders will emerge , you just have to be with the right ones.
Devanshu Maheshwari
06 Nov, 08:07
Nuvama numbers were solid , very strong RS , valuations gives comfort , on watch.
Devanshu Maheshwari
06 Nov, 07:58
This was first quarter of earning upgrades for many chemical names ( not the frontline , but the others ) this should be the space where you should have close watch.
Devanshu Maheshwari
06 Nov, 07:58
Well rally today is broadbased , but it will just get very minimal , focus on stocks / sectors which are exports oriented , and take your time before jumping to any scenarios.
Devanshu Maheshwari
06 Nov, 07:47
Will reduce exposure in Largecap IT names , provided good stability during tough times.
Will just focus on high growing coforge & persistant.
Will just focus on high growing coforge & persistant.
Devanshu Maheshwari
23 Oct, 05:19
Don’t think anyone gave more warnings on psu than i did , hope all are saved
Devanshu Maheshwari
23 Oct, 05:12
No need to check earnings for hindalco / nalco , aluminium prices itself enough.
Devanshu Maheshwari
23 Oct, 05:11
Stocks with strong RS & Strong Earnings profile.
1- Nalco
2- Hindalco
3- Yatharth Hospitals
4- Nuvama
Obviously all IT names , this names on radar:
1- Nalco
2- Hindalco
3- Yatharth Hospitals
4- Nuvama
Obviously all IT names , this names on radar:
Devanshu Maheshwari
23 Oct, 04:32
Either you give 40x to persistent for 20% growth.
Or you give 25-30x to tcs infy hcl for 7-9% growth ( PAT).
Or you give 25-30x to tcs infy hcl for 7-9% growth ( PAT).
Devanshu Maheshwari
23 Oct, 04:30
Rajiv jain said credit costs peaking out for bajaj finance , should go towards 2% by Q4.
And 1.85-1.95% by next year.
This is encouraging , remember pre covid bajaj fin credit costs were 1.75%.
So this will continue on the higher side compared to the covid.
Cost of funds have stabilised , NIM will stabilise , but NIM will not move up as they will invest incremental NIM in building secured lines of portfolio.
Nothing much to go in for , clearly Remains 25%+ Growth Story.
And 1.85-1.95% by next year.
This is encouraging , remember pre covid bajaj fin credit costs were 1.75%.
So this will continue on the higher side compared to the covid.
Cost of funds have stabilised , NIM will stabilise , but NIM will not move up as they will invest incremental NIM in building secured lines of portfolio.
Nothing much to go in for , clearly Remains 25%+ Growth Story.
Devanshu Maheshwari
23 Oct, 04:27
IT should lead the next leg when markets stabilises….no need to pre empt , this will eventually throw a big trade when market stabilises.
Devanshu Maheshwari
23 Oct, 03:52
Super strong earnings from persistent & coforge , this is where you have to keep watch when markets stabilises.
Devanshu Maheshwari
23 Oct, 03:49
Bajaj finance opened in green , any accident today would have been great opportunity to buy today.
Devanshu Maheshwari
22 Oct, 17:54
Historic
For the first time silver hits 1,00,000 ₹ per kg in MCX.
For the first time silver hits 1,00,000 ₹ per kg in MCX.
Devanshu Maheshwari
22 Oct, 15:17
Amazon prime
Rent a movie , It’s a wonderful life , 1946.
Just watch it.
Rent a movie , It’s a wonderful life , 1946.
Just watch it.
Devanshu Maheshwari
22 Oct, 13:05
Credit costs at 2.13% this quarter , management expects it to go towards 2% by Q4 , Fy25 Whole Year Guidance at 2.05% , which was 1.75-1.85% , which eventually was a tough one due to the spike in Q1.
Devanshu Maheshwari
22 Oct, 10:18
What a stellar beat by persistent system , mindblowing quarter.
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