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Stock Sangreh

Neeraj B

Stock Sangreh

Ayushmaan Singh

Which is the best way to invest in GOLD and Why? A. Sovereign gold bond B. Digital Gold C. Physical bond Comment your opinion... I'll share my opinion tomorrow in comment section. #GOLD #InvestingUniversity #InvestmentIdeas @stocksangreh

Stock Sangreh

Neeraj B

Stock Sangreh

Neeraj B

Stock Sangreh

Neeraj B

Stock Sangreh

Stock Sangreh

Ayushmaan Singh

#NETWORK18 💥Buy for target of 72,75.60,81 short term and 100 plys in long term💥 1. Strong financials 2. RoCE improving 3. RoA and RoE improving 4. Book Value and net profit improving 5. Fiis increasing their shareholding 6. Zero promotor pledge. 7. 52 weeks high 117.50 #InvestmentIdeas

VipinBulls

Neeraj B

DID YOU APPLY FOR HARSHA ENGINEERS IPO?? ON FINAL DAY #IPO SUBSCRIBED 74.69 TIMES QIB - 178.26 TIMES NON-RETAIL- 71.32 TIMES RETAIL - 17.61 TIMES EMPLOYEES- 12 TIMES GMP is currently at 70%, which indicates this is a great IPO for listing gain!! If you are planning for long-term investment, then you need to understand their business model. Following are the major point to understand their business overview: 🔴Industrial bearing is more than 60% & automotive is 40% 🔴Average utilization was between 60-65% last year. 🔴Difficult to go beyond 80% utilization. 🔴Revenue potential is 71,800 crore without additional capacity. 🔴Additional revenue potential from Capex is 160 crore. 🔴We are indirect suppliers to Tesla & Tata Motors in the EV segment. #InvestmentIdeas

Siddharth

Ayushmaan Singh

Stock Sangreh

Neeraj B

Ayushmaan Singh

Ayushmaan Singh

Industry Analysis (5/10) #InvestingUniversity #ULTRACEMCO cement is trading at 17% lower and #JKCEMENT is trading at 25% lower from their respective 52-week Highs, what exactly happened to the cement Industry? Let’s delve deep into the Cement Industry. Cement Industry👷🚧 India is the second largest producer of cement in the world and it accounts for more than 7% of the world’s installed capacity. Demand for Infrastructure construction and housing for all drivers the demand for the Cement industry. 🌟 Cyclicity: When the economy is not performing well, citizens do not have the necessary income to spend on construction, and the government also imposes curbs on infrastructure spending. 🌟 Value Chain ➡️ Procurement (Raw Material from Lime quarries) ➡️ Manufacturing (Raw material to cement) ➡️ Distribution (Storage, Transportation) ➡️ Sales & Marketing (Packaging, Promotion, Advertisements) 🌟 Revenue Drivers ➡️ Sale of Cement ➡️ Interest Income 🌟 Cost Drivers ➡️ Transportation (Cement being Bulky attracts high storage and freight costs) ➡️ Raw Material costs. ➡️ Power and Fuel costs (Coal and Electricity involved in the production of cement) 🌟 Growth Drivers ➡️ Economic conditions (Good economic conditions can lead to both consumer spending and private investment) ➡️ Supply Chain efficiency (Technology involvement, Production in own country) 🌟 Key Market Players ➡️ #ULTRACEMCO ➡️ #AMBUJACEM ➡️ #SHREECEM ➡️ ACC The cement Industry has been always under the scanner for its inefficient supply chain, lack of R&D and sub-par technology. Consequently, the market has been witnessing a price decline in major cement stocks. If we were to list out the factors that led to this situation: 🔻 Decline in Demand (Government’s reluctance on infrastructure spending) 🔻 High Costs (Expanded fuel costs led to increased production costs) 🔻 Exports decline (Strong dollar leading to profit erosion) While keeping these factors in mind, one can safely say that with improved economic conditions, cement stocks are likely to generate wealth for the investors. #InvestmentIdeas

Neeraj B

Ayushmaan Singh

Stock Sangreh

Neeraj B

P

Pulkit Chandak

Stock Sangreh

Neeraj B

Neeraj B

Stock Sangreh

Smart Money

Shyamkumar S

Stock Sangreh

Shyamkumar S

Shyamkumar S

Smart Money

Neeraj B

Neeraj B

Neeraj B

#InvestingUniversity #TradingUniversity #InvestmentIdeas #MutualFunds Nine #PersonalFinance Rules we all should better know. (It's a WhatsApp Forward but a useful one, so sharing here) 1) Rule of 72 (Double Your Money) 2) Rule of 70 (Inflation) 3) 4% Withdrawal Rule 4) 100 Minus Age Rule 5) 10, 5, 3 Rule 6) 50-30-20 Rule 7) 3X Emergency Rule 8) 40℅ EMI Rule 9) Life Insurance Rule 1) Rule of 72 No. of yrs required to double your money at a given rate, U just divide 72 by interest rate Eg, if you want to know how long it will take to double your money at 8% interest, divide 72 by 8 and get 9 yrs At 6% rate, it will take 12 yrs At 9% rate, take 8 yrs 2) Rule of 70 Divide 70 by current inflation rate to know how fast the value of your investment will get reduced to half its present value. Inflation rate of 7% will reduce the value of your money to half in 10 years. 3) 4% Rule for Financial Freedom Corpus Reqd = 25 times estimated Annual Expenses. Say Annual Expense > 50 years is 500,000 then corpus with you required is 1.25 cr. 50% into fixed income & 50% into equity. Withdraw 4% every yr This rule works for 96% of time in 30 yr period 4) 100 minus your age rule This rule is used for asset allocation. Subtract your age from 100 to find out, how much of your portfolio should be allocated to equities Age is 30 so (100 - 30 = 70) Equity : 70% Debt : 30% Age is 60 so (100 - 60 = 40) Equity : 40% Debt : 60% 5) 10-5-3 Rule One should have reasonable returns expectations 10℅ Rate of return - Equity / Mutual Funds 5℅ - Debts ( Fixed Deposits or Other Debt instruments) 3℅ - Savings Account 6) 50-30-20 Rule - about allocation of income to expense Divide your income into 50℅ - Needs (Groceries, rent, emi, etc) 30℅ - Wants (Entertainment, vacations, etc) 20℅ - Savings (Equity, MFs, Debt, FD, etc) At least try to save 20℅ of your income. 7) 3X Emergency Rule Always put at least 3 times your monthly income in Emergency funds for emergencies such as Loss of employment, medical emergency, etc. 3 X Monthly Income In fact, one can have around 6 X Monthly Income in liquid or near liquid assets to be on a safer side 8) 40℅ EMI Rule Never go beyond 40℅ of your income into EMIs. Say you earn, 50,000 per month. So you should not have EMIs more than 20,000 . This Rule is generally used by Finance companies to provide loans. You can use it to manage your finances. 9) Life Insurance Rule Always have Sum Assured as 20 times of your Annual Income 20 X Annual Income Say you earn 5 Lacs annually, U should atleast have 1 crore insurance by following this Rule.

Equity And Option Trader

Shubham Birar

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Sumeet Sharma

Stock Sangreh

Stock Sangreh

Neeraj B

#InvestmentIdeas #NIFTY50 MONEY TIMES TALK 21 August 2022 • *Godrej Industries* has bounced back into the black after a few stressed red quarters. Its Q1 EPS was Rs. 1.73 and it deserves a rerating. Add. • • *Surya Roshni’s* Q1 was below expectation. But given its large customer base, reliability and quality products, continue to hold. • • Battery recycler, *Gravita* has big expansion plans after an excellent Q1. The share may rise 50% this year. Add. • • *IRCON International* has posted excellent results. With its impressive order book position, its share has over 60 % return potential in the medium term from the current low levels. Buy. • • *Reliance Infra’s* dues of Rs. 900 cr. from DVC is now with the Calcutta High Court, which it will soon receive and use it to clear its debts. Other big payments are also in the pipeline. A great future awaits this Co. Add at every opportunity. • • Recent investor presentations by *YES Bank* point to a bright time ahead. Patient investors will gain if they enter now. A good buy. • • *Praj Industries* has completed an ethanol biorefinery for IOC. Similar plants are planned for HPCL and BPCL. Buy for long term. • • *ONGC* has inked a pact with Exxon Mobil for deepwater exploration in the KG-Cauvery basin in the East and Kutch-Mumbai in the West. Add. • • *Blue Star’s* excellent Q1 with 87% rise in revenue to Rs. 1970 cr. and PAT jumping 2.9 times to Rs. 100.9 cr. The Co. is on track to post a superb FY23. Buy. • • Revival in the auto sector has boosts revenue of *Kirloskar Ferrous*. The company is also going in forward with integration. A safe share for the next few quarters. Add. • • Mid-cap steel cos. witnessed a rebound in revenues. Buy *GPIL* with a horizon of one year for a 50% likely gain. • • Despite inflationary pressures, *Page Industries* posted better than expected results. Co. has decided to ramp up production on the back of rising demand. Add in small quantities. • • *MHRIL (Mahindra Holidays)* is adding vacation destinations in the face of heavy bookings. The rising share volumes and stock prices seem to back this information. Add in small quantities. • • *Balrampur Chini*, a low-cost integrated sugar mill, is poised to benefit from higher ethanol blending. Hold this share for 3 years for big profits. • • Zinc prices set to rise as Europe’s largest smelters from Trafigura Group halt production due to gas shortage. *Hindustan Zinc and Vedanta* must be added. • • Credit card spending has grown remarkably in the last few months. Buy *SBI Cards* for substantial gains. • • *IDBI* stake sale is quite near with Carlyle, Fairfax and other PE funds in the fray. A nice short-term opportunity to make money. Risk-bearing investors may enter. • • Due to price caps, oil marketing cos. had to borrow 17% more in the last few months. Stay away from *BPCL and HPCL* for some time till there’s some clarity on this. • • *Cadila Pharma* is in the race to buy Sharon Bio-med. If it succeeds, it will be one more feather on its cap. Add. • • *M&M’s* sourcing deal with Volkswagen will help speed up its EV rollout. A good long-term bet. • • Money Times was the first to recommend *BCG (Brighcom Group)* around Rs. 14. Since then, it declared a bonus and touched a high of Rs. 200 within a year. Its Q1 is also good as revenue rose 127% and PAT by 162%. Add this zero-debt co. for gains. • • *Bajaj Electricals* excellent Q1 with 58% higher revenue, EBIT rising 874%, and EPS of Rs. 3.50 v/s a negative EPS of Rs. 2.18 YOY. Add for long term. • • *Sree Rayalaseema Hypo Strength* manufactures organic and inorganic chemicals with 10MW power plant and 11.25 MW of wind power. It posted 98% higher Q1EPS of Rs 20.9 against Rs 59.9 in FY22, which may lead to FY23 EPS of Rs 95. A reasonable P\E of 12x could take its share price to Rs 1140. Buy. • • *Nile Ltd*., secondary manufacturer of Pure Lead and Lead Alloys, has notched a 27% higher Q1 EPS of Rs 21.5 as against Rs 79.2 in FY22. This may take FY23 EPS to Rs 90. This share, which touched an all-time high of Rs 1164 on 07 Nov 2017, is set to touch Rs 720 at a P\E multiple of 8x. • • *Universal Starch-Chem* is into the starch business, liquid glucose and dextrose products catering to Food, Pharmaceutical, Textile, Paper & Adhesive industries. It notched 38% higher Q1 EPS of Rs 4 against FY22 EPS of Rs 27.2. Since its H2 is always better, FY23 EPS may touch Rs 32. Buy. • • *Indian Metals & Ferro Alloys* posted 35% higher Q1 EPS of Rs 24.8 as against FY22EPS of Rs 92.7 on strong operational performance and good market conditions. Its FY23 EPS may rise Rs 105 at a P\E of 2.7x. Accumulate for 30% gain. • • *NLC India, formerly Neyveli Lignite* is a PSU mining lignite and generating power through lignite-based thermal power plants is expanding. It notched Q1 EPS of Rs 3.7 as against Rs 6.7 in FY22, which may lead to FY23 EPS of Rs 16+. Buy for 30% gain. • • *Repco Home Finance* with 155 branches and 24 satellite centers has posted 127% higher Q1 EPS of Rs 11.8, which may enhance FY23 EPS to Rs 50 as against Rs 31 in FY22. A conservative P/E of 5x can take the share price to Rs 250 in the medium term. Buy. • • *Indian Hume Pipe* with 12 pipe manufacturing plants undertakes water supply, sewerage and drainage projects on a turnkey basis and has also developed concrete railway sleepers. It posted 344% higher Q1 EPS of Rs 4.3, which may take FY23 EPS to Rs 20. Buy for 30% gain. • • *IFB Agro Industries* with 6 captive bottling plants manufactures single grain made Indian Liquor, Extra Neutral Alcohol and has captive power plant. It notched Q1 EPS of Rs 15.7 against FY22 EPS of Rs 62.5, which could take FY23 EPS to Rs 70+. The share which made a lifetime high of Rs 939 on 26 Dec 2017 could fetch a gain of 40%. Buy. • • *Shreyans Industries* manufactures writing & printing paper and has a 12MW captive power plant. It notched Q1 EPS of Rs 6, which could take FY23 EPS to about Rs 20. Buy for 30% gain. • • *Karur Vysya Bank* with 789 branches and 145 business outlets has notched 110% higher Q1 EPS of Rs 2.9 (FV Rs 2), which may take FY23 EPS to Rs 12.5 from FY22 EPS of Rs 8.4. Buy. • • *Sportking India*, which exports 45% of its sales to 30 countries, has posted 135% higher Q1 EPS of Rs 62.5, which may lead to FY23 EPS of Rs 310+ against FY22 EPS of Rs 308. Buy this undervalued stock for 25% gain. • • *Canara Bank* with 9734 branches and 10817 ATMs has clocked 69% higher Q1 EPS of Rs 12 as against FY22 EPS of Rs 32.5. A likely EPS of Rs 50 in FY23 could take its share price to Rs 350 at a P/E of 7x. • • *Meghmani Organics*, manufacturer of pigments & agrochemicals, is undergoing expansion of Rs 710 cr. in Pigments and in Titanium Dioxide. It posted 59% higher Q1 EPS of Rs 4.3 as against Rs 12 in FY22, which may take FY23 EPS to Rs 20. Buy for 30% gain. • • *Imagica* with one theme park trades at a mktcap of Rs1300cr+. whereas *Wonderla Holidays* with 3 theme parks and one resort trades at a mktcap of less than 2000cr. Wonderla is a debt- free co. promoted by the V-Guard family. If its Q1 is any indication, the stock can double from current levels. • • *Foods & Inns*, second largest processor and exporter of fruits & vegetable products, has now ventured into spices and frozen food and posted Q1 EPS of Rs.1.4. At Rs.72 and a PE multiple of less than 15x, the stock looks attractive for a good 50% upside. Its 52-week H/L stands at 125/56. • • *Zomato* has risen from the ashes and how. From a low of Rs.40, the stock rose all the way to Rs.69 and trades near Rs.60 level. Any dip towards Rs.55 can be a good entry point for medium term investors. • • *Navkar Corp*. sold a container freight station to Adani Logistics for Rs.835 cr. The divison contributed less than 50% of its revenue and it intends to turn debt-free by this sale. Buy it at declines for a good 25% appreciation. • • *HB Stockholdings*, a debt-free NBFC, trades at 0.60 times its Book Value. This undervalued micro-cap stock with 53% promoter holding and 9% with Investor Education Fund may show some really quick move. • • *AMJ Land Holdings* is into real estate in Pune and sale of 4.6 MW of power from its 3 wind mills. Against mktcap of Rs130 cr., it has Rs13.39 as cash and investments at book value of Rs 55 cr. Stock trades cheap at PE of just 11x against industry average of 27.6x. Buy for some quick gains. • • *Nitin Spinners*, manufacturer of Yarn and Cotton Knitted fabrics catering to prestigious clients in India and overseas, is in an expansion mode for the next two years. The stock is trading at attractive PE of just 4x and may give 50% returns within 1 year. • • *KCP Ltd* is into cement, sugar, heavy engineering, power generation for captive use and hospitality. Rising cement prices in southern states will boost its profits further. Stock trading at 10 PE looks attractive, Buy for 30% returns in short term. • • The watch list of a market veteran for this week includes *Akar Auto, AMJ Land, Cords Cable, Denis Chem Lab, Deepak Spinners, ITD Cementation India, Nelcast, RDB Rasayan, Rexnord Electronics, Sarthak Metals, Tyche Industries and Vedavaag Systems*. • • *Cords Cable* posted good Q1 numbers. It has huge reserve of Rs.139 cr. on equity of Rs.13cr. Lok Prakshan, publisher of Gujarat Samachar holds 3.20% stake. Buy for good gains. • • *RDB Rasayan*, a reputed packaging supplier, posted 49% higher Q1 net profit of Rs.8.90cr. v/s rs.5.99 cr. in Q1FY22. Promoters hold 69.83%, HNI Sangeetha S holds 2.16%. Stock is available at an attractive PE of just 7x. Its 52-week high is Rs.128. Buy for quick gains & multi-bagger return in long term. • • *Rexnord Electronics & Controls* posted 62% higher Q1 net profit of Rs.2.69 cr. v/s Rs.1.66 cr. in Q1FY22. Promoters hold 69.84%, HNI Sangeetha S holds 5.24%. Its 52-week high is Rs.93. Buy for very good returns before Diwali. • • *Sarthak Metals* is a 20% dividend paying company that posted Q1 net profit of Rs.8.58 cr. on its small equity of Rs.13.69cr. Promoters hold 69.83% while HNIs Anandkumar Jain holds 1.31%, Mayur Bhatt holds 3.32%, Sanjay Jain holds 1.56% & Sunil Agarwal holds 2.34%. Stock is available at an attractive PE of just 7.6x. Buy for good returns by Diwali as its products are in good demand. • • *Tyche Industries* posted 83% higher Q1 net profit of Rs.3.17 cr. v/s Rs.1.73 cr. in Q1FY22. Its equity of Rs.10.42 cr. has big reserves of Rs.94 cr. Promoters hold 62%. This pharma co. is available cum 15% dividend at an attractive PE of 11x. Its 52-week high is Rs.228 and it may give multi-bagger returns in the medium to long term. • • *Vedavaag Systems* posted Q1 net profit of Rs.2.44 cr. v/s Q4FY22 net profit of Rs.1.08 cr. Co. is in the field of internet on things & other e- governance solutions, retail, logistics & educations services. Its 52 weeks high is Rs. 92 but is now available around Rs.50. Buy for short to medium term gains. • • NSE listed *Ajooni Biotech’s* agreement with IFFCO Kisan is bearing fruit as it plans to expand and set up a new unit for veterinary feed supplement. • • *Integra Essentia* has received orders of Rs. 11cr. to supply premium dry fruits, which will help it surpass its Q2 revenue target. Co. has also acquired a Rice processing facility. • • *Mishtaan Foods* to launch Himalayan Pink Mishtaan salt on a pan India basis through its network of 40000 dealers. • • *Cerebra Integrated Technologies* has set up one of India’s largest e-waste disposal facility recording quarterly turnover of Rs.107.43 cr.

Nik

Pranjal Singh

Neeraj B

NTPC going green🟢🟢 NTPC is steadily reducing its carbon footprint by reducing greenhouse gas emissions from existing projects by installing renewable energy projects. NTPC intends to install 262 megawatts of floating solar across 1300 acres by installing over 9,50,000 PV modules at various stations in Telangana, Kerala, Andhra Pradesh, and Gujarat. The company believes that this project will light over 200,000 homes and help reduce 500,000 tonnes of CO2 emissions per year. It will also help save 5 trillion litres of water per year. About NTPC: The primary business of NTPC (National Thermal Power Corporation) is the generation and sale of bulk power to state power utilities. The company has a 63 gigawatts power portfolio from 70+ power plants. It owns 17% of the total installed capacity in India and has a 22% share of the country's electricity generation. ~83% of total capacity is generated by coal plants, ~10% by gas and liquid fuel plants, ~5% by hydro, and ~2% by renewables. By 2032, the company intends to increase its power capacity from 63 GW to 130 GW. It also intends to increase its non-fossil fuel asset concentration from 7% of total capacity to 30% by 2032. What are your thoughts about NTPC? #NTPC #InvestmentIdeas

Neeraj B

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Reputation: 2,888  •  Sep 27 2:23 AM

Yield Curve Inversion 🔴🔴

On Wednesday, September 21st, Fed hikes interest rates by 75 basis points for the third consecutive time in the last six months.

❓How Federal reserve rate hike affect bond yields❓

Market interest rates and bond prices typically move in opposite dire......read more
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Reputation: 1,653  •  Sep 27 3:47 AM

Sabse Bada Rupaiya? 🤔 (Share Yours Views)

Currency market changes over the last few months

1) Russia is back to the gold standard it has pegged 5000 Russian Rubel to 1 gm of Gold.
2) Japanese Yen has weakened from 100 to 140 in the last year. Ja......read more
Investment Ideas - 13044290
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Reputation: 2,888  •  Sep 25 11:37 AM

#TATASTEEL Amalgamation

The Board of Tata Steel has approved the amalgamation of its seven subsidiaries- Tata Steel Long Products, Tata Metaliks, The Tinplate Company of India Limited, TRF Limited, Indian Steel & Wire Products, Tata Steel Mining and S&T Mining ......read more
TATASTEEL - 12953705
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Reputation: 5,068  •  Sep 25 7:40 AM
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Reputation: 17,576  •  Sep 25 7:20 AM



Money Times Talk
25 September 2022
• Despite a consistent fall in input costs, FMGC companies have not cut prices of their packaged food products. Add *ITC*.
• *GPIL (Godawari Power)* is optimistic about the future and may post FY23 EPS of Rs.100 and merit......read more
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Reputation: 2,888  •  Sep 24 5:02 AM

Industry Analysis (10/10)

Insurance Industry🏥🚗

The Indian Insurance market is valued at over $131 Bn as of FY 22, it has grown by over 17% CAGR in the last two decades. The Insurance industry in India has 58+ companies, 24 Life insurance and 34 Non-life insu......read more
Investment Ideas - 12953386
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Reputation: 2,888  •  Sep 22 1:30 AM

Industry Analysis (9/10)

E-Commerce Industry🛒📦

E-Commerce has transformed the way of business. The Indian e-commerce market is estimated to be worth over $55 bn in Gross merchandise value in 2021 and is expected to grow to $350 bn by 2030. Young Demography a......read more
Investment Ideas - 12885322
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Reputation: 2,888  •  Sep 21 1:53 AM

Industry Analysis (8/10)

Banking Industry:

Banks are not mere lenders in the economy, they have the ability to control the liquidity in the market, in a way they shape how the economy turns out by deciding the credit available for the people. Let’s delve deep ......read more
Investment Ideas - 12808586
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Reputation: 5,068  •  Sep 21 10:26 AM

Capex announcements from sectors and their companies..
INDIAN Economy gonna lead the world market.
#InvestmentIdeas #InvestingUniversity #TradingUniversity @stocksangreh...read more
Investment Ideas - 12805870
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Reputation: 2,152  •  Sep 18 2:12 AM

💥Buy for target of 72,75.60,81 short term and 100 plys in long term💥
1. Strong financials
2. RoCE improving
3. RoA and RoE improving
4. Book Value and net profit improving
5. Fiis increasing their shareholding
6. Zero promotor pledge.
7. 52 weeks high 117.50
#Investm......read more
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Reputation: 2,888  •  Sep 17 1:19 AM
Post by Neeraj B in IDEA community on FrontPage
Telecom Sector 📲📶India telecom industry is second largest in the world with a subscriber base of over 1.17bn users which is majorly domina
FrontPage

Industry Analysis (7/10)

Telecom Industry:

The Indian Telecom Industry is the second largest in the world with a subscriber base of over 1.17 bn. India has an overall Tele-density of ~85% (number of phones per hundred people) of which the rural market is large......read more
Investment Ideas - 12632028
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Reputation: 1,051  •  Sep 17 4:47 AM

DID YOU APPLY FOR HARSHA ENGINEERS IPO??
ON FINAL DAY #IPO SUBSCRIBED 74.69 TIMES
QIB - 178.26 TIMES
NON-RETAIL- 71.32 TIMES
RETAIL - 17.61 TIMES
EMPLOYEES- 12 TIMES

GMP is currently at 70%, which indicates this is a great IPO for listing gain!!
If you are planning for long-ter......read more
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Reputation: 2,888  •  Sep 15 6:48 AM

Industry Analysis (6/10)

Who doesn’t love shopping? If you own Branded Apparel and Accessories and are helping generate huge margins for those companies, why not invest in those companies and reap the benefits of their success as well? Let’s delve deep into the......read more
Investment Ideas - 12550490
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Reputation: 2,888  •  Sep 14 8:03 AM

Industry Analysis (5/10)
#InvestingUniversity

#ULTRACEMCO cement is trading at 17% lower and #JKCEMENT is trading at 25% lower from their respective 52-week Highs, what exactly happened to the cement Industry? Let’s delve deep into the Cement Industry.

Cement Industry👷🚧

I......read more
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Reputation: 2,888  •  Sep 13 6:30 AM

Industry Analysis (4/10)💊💉
#InvestingUniversity

Pharmaceutical Industry:

The Indian Pharmaceutical Industry is 3rd largest in the world in terms of volume and 14th largest in terms of value. This industry contributes to 1.72% of Indian GDP and is a major component of India’s......read more
CIPLA - 12443157
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Reputation: 2,888  •  Sep 12 7:01 AM

Industry Analysis (3/10)
#InvestingUniversity 🍪🧼

FMCG Industry:

Fast-moving consumer goods (FMCG) is the 4th largest sector/industry of the Indian economy. High turnover consumer packed goods that are produced, distributed, marketed and consumed in a short span of time are ca......read more
HINDUNILVR - 12402240
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Reputation: 2,888  •  Sep 10 12:51 PM

Industry Analysis (2/10)
#InvestingUniversity

Aviation Industry:

Indian Aviation sector has become the third largest domestic market in terms of handling domestic traffic and aims to overtake China and the United States to become the world’s third largest air passenger market ......read more
INDIGO - 12373381
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Reputation: 2,888  •  Aug 30 9:34 AM

Reliance AGM highlights 📶🛒🏭

Reliance- the multinational conglomerate company with diverse businesses including Energy, petrochemicals, retail, telecommunications, textiles and mass media has come up with its 45th AGM on 28th August.
(AGM is an Annual General meeting a mandato......read more
RELIANCE - 12035982
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Reputation: 2,888  •  Aug 26 12:37 PM

“Deeply Overleveraged”

An important financial metric is Debt-Equity ratio, which indicates the capital structure of the firm and helps us evaluate the company’s financial leverage. It is calculated by dividing the company’s total liabilities (short and long term) with shareholde......read more
ADANIGREEN - 11942934
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Reputation: 2,888  •  Aug 26 5:40 AM

RBL Bank rally! Sustainable?

RBL Bank's share moved up by 26% in the past week. After hitting upper circuits on Wednesday and Thursday afternoon, the stock currently trades at INR 128.

Plausible reasons for RBL share price soaring:

✅Stake buy: US-based College retirement equit......read more
RBLBANK - 11897799
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Reputation: 35,706  •  Aug 25 11:14 AM
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Reputation: 2,888  •  Aug 21 5:00 AM

Aviation sector breakup 🛩️🛩️

According to DGCA’s report, Domestic air traffic dropped by 7.7% from the previous month. July FY22 recorded 9.7 million travels against 10.5 million in June FY22 (-7.7% growth) and 5.02 million in July FY21, 94% growth from the Covid struck period......read more
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Reputation: 17,576  •  Aug 21 7:23 AM



MONEY TIMES TALK
21 August 2022

• *Godrej Industries* has bounced back into the black after a few stressed red quarters. Its Q1 EPS was Rs. 1.73 and it deserves a rerating. Add.
• *Surya Roshni’s* Q1 was below expectation. But given its large custo......read more
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Neeraj B-display-image
Reputation: 2,888  •  Aug 20 5:45 AM

IRCTC to Monetize passenger data

IRCTC floats tender for appointing consultant for digital data monetization.

Why exactly data monetization and what about data privacy?

IRCTC, the ticket booking arm of the Indian Railways is making a first of a kind move to monetize data, as i......read more
IRCTC - 11700040
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Neeraj B-display-image
Reputation: 2,888  •  Aug 19 5:12 AM

NTPC going green🟢🟢

NTPC is steadily reducing its carbon footprint by reducing greenhouse gas emissions from existing projects by installing renewable energy projects. NTPC intends to install 262 megawatts of floating solar across 1300 acres by installing over 9,50,000 PV modul......read more
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Neeraj B-display-image
Reputation: 2,888  •  Aug 18 8:46 AM

Wipro’s Margin Crisis💵🔻🔻

Wipro has decided to hold back variable payouts for the June quarter due to the pressure on its operating margin.

According to an email received earlier, Employees belonging to C bands and above (managers to C-suite level) would not receive any varia......read more
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Neeraj B-display-image
Reputation: 2,888  •  Aug 17 6:51 AM

Adani Transmission Ltd. hits 4-Trillion Market capitalization 💵💵

Adani Transmission Ltd. is the 15th Indian listed firm and the second Adani group company after Adani Green Energy to achieve this milestone.

Adani Transmission Ltd.’s shares rallied 104% this year and the stock......read more
ADANITRANS - 11589608
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Neeraj B-display-image
Reputation: 2,888  •  Aug 15 4:02 AM

HUL vs ITC (Who is the winner?)

Would you use Aashirwad aata or Annapurna aata, Salvon sanitiser or Lifebuoy Sanitizer? These products are from two FMCG (Fast moving consumer goods) conglomerates that have been going neck to neck in terms of products and features in the past few......read more
HINDUNILVR - 11521722
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Neeraj B-display-image
Reputation: 2,888  •  Aug 14 3:29 AM

Cyclic VS Non-Cyclical sectors

Cyclical and Non-cyclical refers to how closely the sectors are correlated to the economy.

Cyclical are those which have a direct relationship to the economy. When the economy grows the price of cyclical stocks goes up. When the economy slows dow......read more
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Rathore Addvisory-display-image
Reputation: 464  •  Aug 13 4:04 AM

I Think
Many HOLDING COMPANIES Ready To Become Multibagger In Coming Year.
Can U Guess Anyone??🤔
Keep Eye 🧐
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Neeraj B-display-image
Reputation: 2,888  •  Aug 12 9:47 AM

IRCTC Quarterly results🚆🍱

⬆️IRCTC’s net profit in Q1 FY22 nearly tripled to INR 245.52 crores from INR 82.5 crores in Q1 FY21.
⬆️The company’s revenues increased by 251% YoY from INR 243 crores in Q1 FY21 to INR 852 crores in Q1 FY22.
⬆️Consequently, EPS shot up to INR 3.07 ag......read more
IRCTC - 11518120
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Neeraj B-display-image
Reputation: 2,888  •  Aug 11 10:40 AM

Coal India Quarterly result⛏️⛏️

⬆️Consolidated revenue from Operations rose 38.8% to INR 35,902 crores in Q1 FY 2022-23 from INR 25,282 crores in Q1 FY 2021-22.
⬆️Coal India produced 159.75 million tonnes of raw coal in Q1 FY 2022-23, 28.8% higher than the production of Q1 FY 20......read more
COALINDIA - 11482365
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Neeraj B-display-image
Reputation: 2,888  •  Aug 10 12:13 PM

Telecom Sector 📲📶

India telecom industry is second largest in the world with a subscriber base of over 1.17bn users which is majorly dominated by Jio, Airtel and Vodafone Idea.

Industry 4.0, Mobile payments, 4G 5G ecosystem, PLI schemes, FDI inflows are some of the factors t......read more
IDEA - 11439678
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Neeraj B-display-image
Reputation: 2,888  •  Aug 8 2:18 AM

SBI Quarterly results are out! 🏦🏦

SBI shares fell by over 3 percent in the morning session as the quarterly result released on august 6th could not match analyst expectations.

⬇️Bank’s net profit has declined by over 7% from Rs 6,504 Cr June 2021-22 to Rs 6,068 Cr June 2022-2......read more
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Neeraj B-display-image
Reputation: 2,888  •  Aug 6 10:37 AM

ITC hit 52-week high🤯🤯

ITC’s share price crossed the 300 mark and it hit the 52-week high of 317. What exactly are the reasons?
✅Strong Quarter performance:
o Sales grew by 10% QoQ and 39.5 YoY.
o Operating profit grew by 8.53% QoQ and 36.7% YoY.
o Net profit grew by 4.6% QoQ......read more
ITC - 11357410
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Geranish-display-image
Reputation: 7,659  •  Aug 4 6:58 AM

💡 Does Crude Oil price drop? 💡

• OPEC+ cartel has agreed to increase oil supplies by 1,00,000 barrels a day in September
• That increase is significantly less when compared to July and August of about 6,00,000 barrels per day
• On the other hand, the demand for crude oil is in......read more
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Neeraj B-display-image
Reputation: 2,888  •  Aug 3 7:10 AM

Yes Bank raises Investment of $1.1 billion (Rs 8900 Cr)🤑🤑

Yes Bank on 29th July said that it would raise funds through a combination of Rs 5,100 crore (about USD 640 million) in equity shares and Rs 3,800 crore (USD 475 million) through equity share warrants from funds affilia......read more
Investment Ideas - 11250818
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Neeraj B-display-image
Reputation: 2,888  •  Aug 2 6:07 AM

Zomato-Blinkit deal👍🏼👎🏼❓

Zomato has recently acquired Blinkit, a quick-commerce marketplace through an all-stock deal worth Rs 4,447 Cr. (An all-stock deal is when shareholders of a target company prefer to obtain ownership in the acquiring company rather than receiving a ca......read more
ZOMATO - 11193429
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Neeraj B-display-image
Reputation: 2,888  •  Aug 1 1:24 AM

India’s first bullion exchange IIBX launched! 🪙🪙

Honourable Prime Minister Narendra Modi launched India’s first bullion exchange (IIBX) at Gujarat International Finance Tec-City (GIFT City) in Gandhinagar.

“IIBX will facilitate efficient price discovery and ensure standardis......read more
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Geranish-display-image
Reputation: 7,659  •  Aug 1 11:58 AM

💡Ramco Cements – Q1FY23 Results💡

• Revenue fell by 44% YoY to INR 1,765.64 Cr
• But however, Net Profit was down by 36.37% at INR 109.23 Cr
• Sale of cement in Q1FY23 in 3.31 Mn Tonne compared to 2.14 Mn Tonne in Q1FY22. However, the Q1FY22 sale of cement was impacted by the C......read more
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Neeraj B-display-image
Reputation: 2,888  •  Jul 31 10:42 AM
Mutual funds load up on these quality mid-cap stocks
While the Nifty and Nifty Midcap 100 have gained around 6% in the last one year, Nifty Smallcap 100 has declined more than 14% during this period. The stocks in which mutual funds have raised their holdings have consistently given an average return of 8% in the past one year and 115% in the previous two years.
The Economic Times

Mid-cap Mutual funds! Worth the hype??🤔
I have recently read an article about Mutual funds loading up on quality mutual funds in their portfolios. So, I wanted to delve deep into mid-cap mutual funds to understand if they are actually worth the hype.

The article said that “The ......read more
Mutual Funds - 11122535
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Pranjal Singh-display-image
Reputation: 3,621  •  Jul 29 2:40 AM

Mutual Fund Show Finds New Hero

The mutual fund business in India has expanded exponentially during the past decade. In the last couple of years, a relatively new trend has evolved that is growing retail investor engagement in all areas of the financial market. Between 2015 and......read more
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Swingster Trades-display-image
Reputation: 2,940  •  Jul 28 3:50 AM

In this article we are discussing two main investment strategies which are usually followed by investors in recession or correction or bear market like situation.
1. Equity Mutual Funds
In this strategy, instead of trying to invest in individual stocks (even if they are available......read more
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Geranish-display-image
Reputation: 7,659  •  Jul 28 7:09 AM

💡 Bajaj Finance – Q1FY23 Results 💡

• Net Interest Income grew by 48% YoY to INR 6,638 Cr
• Net Profit was at INR 1,002.44 Cr, higher by 158.99% YoY
• AUM (Asset Under Management) grew by 28% YoY in Q1FY23 to INR 2,04,018 Cr as of June 30, 2022

HIGHLIGHTS
• New loans booked in......read more
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Swingster Trades-display-image
Reputation: 2,940  •  Jul 27 11:32 AM

After dumping over $33 billion worth of Indian shares since October 2021, foreign investors are changing tack. In the past two weeks, foreign investors invested around Rs 5,000 crore on a net basis. Although that’s just around $620 million, it shows that the large scale selling i......read more
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Swingster Trades-display-image
Reputation: 2,940  •  Jul 26 1:18 AM

#ZOMATO share price today dropped to historic low of Rs. 41. With this said, World renowned Valuation Guru Mr. Ashwath Damodaran's prediction turned out to be true. During its listing around a year back, Mr. Damodaran valued Zomato at no more than a meagre fair price of just Rs. ......read more
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Geranish-display-image
Reputation: 7,659  •  Jul 25 12:11 PM

💡 Infosys – Q1FY23 Results 💡

• Revenue grew by 23.6% YoY to INR 34,470 Cr
• Net Profit was at INR 5,360 Cr, higher by 3.2% YoY
• Growth in revenue beats the estimates of 21.5 – 22.5%
• However, Infosys did meet the estimates of 5.5 to 9.5% growth in PAT
• Although there was wi......read more
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Shubham Birar-display-image
Reputation: 14,731  •  Jul 24 11:57 AM

🌟 #RELIANCE Q1 result review 🌟


⚫ The company posted a rise of 46.3% in the consolidated net profit to Rs.17,955 Cr compared to Rs.12273 Cr in the same quarter the previous year.

⚫ While the revenue was up by 54.54% from Rs.2,23,11 Cr to Rs.2,44,244 Cr.

......read more
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Suripeddi Koundinya-display-image
Reputation: 9,420  •  Jul 23 1:35 AM

L&T Finance Holdings (LTFH IN) Stock tip

Rating: BUY
CMP: Rs 71
TP: Rs 88

Recommend LTFH to ‘BUY’ from HOLD in anticipation of company continuing to increase retail portion in their overall book to at least 60% by end of FY23 and further reduce OTR book other than the retail ......read more
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Suripeddi Koundinya-display-image
Reputation: 9,420  •  Jul 23 1:31 AM

Blue Dart Express Limited is South Asia’s leading courier and integrated air express package distribution company. It is engaged in transportation and distribution of time-sensitive shipments. DHL Express Singapore Ltd. holds 75% of stakes in Blue Dart.

The company has an extens......read more
Investment Ideas - 10899282
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