Good Morning friends !
I’m officially at a point where I have more ideas than I have capital, time, or energy to juice each one of them out.
so, If you’re struggling to find high quality ideas in these Choppy markets, this is how you can go from not enough high quality ideas to TOO MANY of them.
Ready?
Step 1: Open Screener.in
Step 2: Go to Market Pulse — Announcements — click ‘Important’
Step 3: Start reading each filing and go deeper into ones that jump out.
What will jump out to you, might not be what will jump out to me so THAT’s something you have to get a handle on.
For example, in yesterday’s scan I came across the following leads:
Comment: How will they finance it? Equity on balance sheet is 689 cr so possibly through issuance of shares, debt etc. Newsworthy, but I’m not interested in digging further.
Comment: Housing finance is my sweet spot but I had never heard of this company. On a Mcap of 1200 cr, a 266 cr divestment is material and also reflective of good (improving) capital allocation because the housing finance space, especially affordable housing, is becoming increasingly becoming crowded.
comment: Preferential allotment can be a lead indicator for big winners, under the right context. In this case Utpal Seth of Rare Enterprises has been allocated 30% of the pref. The CEO, CFO, Executive Directors etc are also participating. Had heard something about this from a friend so this jumped out for me.
Comment: Market cap 250 cr, Property sold for 480 cr. Enough to get me REALLY JUICED.
Comment: 447 cr Market cap got a major order of 392 cr (executable over what time frame?). A closer look revealed some very bullish commentary. Promoter has been buying from open market (after selling 10% between December 23 & December 24).
Comment: HZML acquired Quippo Oil & Gas Infrastructure for INR 57 Lacs in August (how?), got an order from Oil India for INR 280 cr just weeks later.
This was just from scanning the announcements on 12th August 2025 for 30 mins.
Drop me a comment if you’d like to share your POV.
Rahul Rao, CFA
🚦Support my work by contributing to UPI: rk4g10@okhdfcbank or scan the QR code at the bottom of this article. ☺️
DISCLAIMER:
I have put a ‘Preference’ , ‘amalgamation’, buyback’ & ‘OTS’ as daily alerts on screener for last 3 years now 😎