BULLISH FOR THE DAY, BUY IN DIPS: #DWARKESH #INDUSINDBK #MOTHERSON

Motherson Sumi says 🚘 Demand is very robust, no cancellations 👍By September expect 85% of chip shortage to get sorted 🤔 Consistently looking at inorganic growth 🤞🏻 Optimistic about business prospects #StockMarket #NIFTY50 #MOTHERSON

Investors Meetings on June 7 CarTrade Tech: Officials of the company will be interacting with investors & analysts Meghmani Finechem: Officials of the company will meet Taurus Asset Management. Krishna Institute of Medical Sciences: Officials of the company will meet various investors in Singapore. Motherson Sumi Wiring India: Officials of the company will meet analysts and investors in non-deal roadshows in UK and Europe. Eicher Motors: Officials of the company will meet SBI Life Insurance Company. Gati: Officials of the company will meet DSP Mutual Fund. Stocks in News Veljan Denson: The company has signed share purchase agreement to acquire 100% shareholding in Adan Holdings, for 1.4 million pounds. Aban holds stake in hydraulics and engineering companies in UK. The said acquisition will be completed by August 2022. Equitas Small Finance Bank: The small finance bank reported 22% YoY growth in Q1FY23 gross advances at Rs 21,699 crore and the sequential increase was 5%, while deposits growth was 19% YoY and 8 percent QoQ at Rs 20,386 crore. Deep Industries: The company has received Letter of Awards from ONGC, for charter hiring of 1000 HP mobile drilling rigs for Ahmedabad asset for a period of 3 years. The total estimated value of the said awards is $19.02 million or Rs 150.24 crore. PBA Infrastructure: The company said the board has approved voluntary delisting of equity shares of the company from NSE, but equity shares would remain to be listed on the BSE. East West Holdings: The company has entered into Share Purchase Agreement with Unique Airfreight Express and Logistics Private Limited. It will acquire 37.5% stake in Unique Airfreight Express in the first tranche and the remaining 62.5% stake will be acquired within a period of 1 year. The cost of acquisition is Rs 4 crore. Titagarh Wagons: HDFC Asset Management Company sold 2.15% stake or 25.7 lakh shares in the company via open market transactions on July 4. With this, HDFC AMC reduced its shareholding in the company to 7.02%, down from 9.17% earlier. City Union Bank: The bank said the board of directors approved raising further capital through QIP route to the tune of Rs 500 crore subject to shareholder approval. #NIFTY50 #NIFTYBANK #CUB #EICHERMOT #MOTHERSON

#MOTHERSUMI #MOTHERSUMI I have not yet got the split shares of Motherson wiring harness. I was under the impression that for every one share held of Motherson sumi, one share of the wiring harness would be issued. Any information on this? Experts please advise🙏

#MOTHERSUMI *Biggest Deal By Indian Auto Maker After Tata-JLR: Motherson Group in talks to acquire KKR-owned Marelli* Vivek Chaand Sehgal’s Motherson Group is in an advanced stage of talks to acquire Marelli, the Italian auto components maker owned by private equity firm KKR, in what would be the Indian company’s biggest acquisition to date, people aware of the matter said. Emails to the Motherson Group and Marelli seeking comment didn’t elicit any response till press time Monday. Marelli had posted revenue of more than USD 11 billion in 2021, almost the same as the Motherson Group. Acquisitions have contributed significantly to Motherson Group’s growth. It has made 29 acquisitions to date, five of which, including in China, Mexico and Turkey, since the beginning of the pandemic. It is currently in talks for acquiring six more companies, according to the people. The deals are part of its plans to take the group turnover to USD 36 billion by 2025. Marelli was created in 2019, after KKR merged Calsonic Kansei, which it acquired from Nissan for USD 7.1 billion in 2017, with Magneti Marelli. In March 2022, the company, with total liabilities of USD 8.2 billion, went for a debt restructuring and settlement. This is not the first time Motherson Group has put in a bid for a company that is larger than it. Several of the deals were for financially struggling companies, which it acquired and then turned around. The Motherson Group had a long relationship with Magneti Marelli and Calsonic Kansei, as it had joint ventures with both to produce suspension, automotive lighting, and HVAC systems in India. The Motherson Group has undergone a restructuring and has created verticals under the wiring business and automotive lighting business. It is also diversifying into nonautomotive businesses, including aerospace, logistics and healthcare, from where it aims to generate revenue of USD 9 billion by 2025. Of the six other companies it is in talks with, the auto parts maker is very close to acquiring a tooling company, the people said. It is also planning to create a new entity for the polymer business. The group had missed its five-year target of achieving revenue of $19 billion in 2020. “We took a step back looking at the situation and we hope that we will be able to recover some part of it in the current five-year plan,” Sehgal told ET during an earlier interaction.

*MOTHERSUMI Educational profit ₹ 47,945.00* https://twitter.com/bsridhar00/status/1509576923625627649?t=1PAd1WDGJlVgtAGEYP23ag&s=08 #MOTHERSUMI

MOTHERSUMI- POSITIONAL TRADE MOTHERSUMI- ENTRY- 135-140 SL- 128 DCB EXPECTED TARGETS= 158, 174 #MOTHERSUMI

OPTION_JACKPOT: BUY MOTHERSUMI 150 CE (APRIL) @ 5.30_5.40 KEEP SL - 3.80 TARGTE- 7.70_8.30 #MOTHERSUMI

JACKPOT FUT: BUY MOTHERSUMI FUT @ APRL 138.65 TGT- 147_____151 Keep SL 136.50 ANY TIME WILL FIRE, 2 UPPER CIRCUIT ON CARD #MOTHERSUMI

INTRADAY DOUBAL POWER JACKPOT BUY MOTHERSUMI ABOVE 136.50 ✅ INTRADAY DOUBAL POWER JACKPOT BUY HAVELLS ABOVE 1142 ✅ DOUBAL POWER JACKPOT PGHL BUY ABOVE 4416 SL 4250 TGT 4560 4800 DOUBAL POWER JACKPOT NATHBIOGEN BUY ABOVE 230 SL 200 TGT 260 285 DOUBAL POWER JACKPOT DELTACORP BUY ABOVE 315 SL 290 CBSL TGT 330 350 375 400+++ #MOTHERSUMI #HAVELLS #DELTACORP #PGHL #NATHBIOGEN

STOCKS WEAK FOR THE DAY, SELL ON RISE: #BPCL #IBULHSGFIN #ZEEL #MOTHERSUMI

#MOTHERSUMI 178 looking good - Positional

27/01/2022 Nifty50 | BankNifty Views with #Adaniports #Mothersumi ( தமிழ் & English ) https://youtu.be/V9UnyoAiEqY 📊 INDEX: 📈 Nifty 📉 BankNifty 📊 STOCKS: 💚 Adaniports ❤️ Mothersumi For More Learning Videos , Subscribe Our Channel : https://www.youtube.com/channel/UCJeJMoRXIKkc_RDgBcD-qFg/ #NIFTY50 #NIFTYBANK #ADANIPORTS #MOTHERSUMI @ancientstock

Motherson Sumi Demerger - 20% fall अब क्या करें ? | Motherson Sumi Latest News : https://youtu.be/2UcH6GnyH_w #MOTHERSUMI

🚨ALERT🚨 Close all your open positions in #MOTHERSUMI today itself. All the contracts of January, February and March Expiry will be expired today itself ahead of demerger.

#MOTHERSUMI *Motherson Sumi to accelerate acquisition plans post restructuring* The restructuring is done to align itself for ‘Vision 2025’ which targets revenues of $36 billion with 40 per cent ROCE   The completion of the 18 month-long mega restructuring exercise at the Sehgal-family controlled Motherson Sumi Systems (MSSL) has paved the way for an organisation that will accelerate growth through inorganic ways. The restructuring, which started in July 2020 and has led to creation of two companies, is done to simplify group structure as well as align itself for ‘Vision 2025’ which targets revenues of $ 36 billion with 40 per cent ROCE. Motherson Sumi, India’s largest automotive parts manufacturing company, has been the most aggressive of Indian companies to chart expansion and growth through acquisitions over the past several years. The company has made 27 acquisitions till date in the automotive sector and beyond. Speaking to analysts, Vivek Chaand Sehgal, Chairman, MSSL, said, “The improved structure will help us to grow further, be of more value to the shareholders and create more synergies. The inorganic opportunities are increasing dramatically. Covid has carried on for the second year now. Motherson will get a lot of opportunities for acquisition.” *Vision 2025* As per the ‘Group Reorganisation Plan’ the domestic wiring harness (DWH) has been demerged from MSSL and is now in the process of being listed.  SAMIL will hold 33.4 per cent in DWH company. Samvardhana  Motherson International (SAMIL), the principal holding company of the Motherson Group, has been merged into MSSL. Requisite shareholder and NCLT approval have been taken by MSSL for the process. Diversifying revenue streams is a part of the Vision 2025 of MSSL. The company targets 75 per cent of the revenue to come from the automotive industry and the rest from new divisions. As of end September 2021, the non-automotive business made up 0.3 per cent of the revenue share of MSSL, which was ₹35,270 crore. In October, MSSL acquired a controlling stake in CIM Tools, a company that supplies components to the aerospace industry, for an enterprise value of ₹ 400 crore. Laksh Vaaman Sehgal, Group Vice-Chairman, MSSL, said, “The acquisition (of CIM Tools) showcased that we are very serious about this and this was also our first acquisition which creates a path of much larger ones to happen in the future. This will also establish ourselves as a key supplier with a large aerospace player. We believe that in the next five years we can grow this business substantially and also deliver 40 per cent growth.”

https://economictimes.indiatimes.com/markets/expert-view/best-to-be-with-the-bluest-of-blue-chip-banks-dipan-mehta/articleshow/88857052.cms #DMART #ICICIBANK #MINDAIND #MOTHERSUMI

ICICIdirect.com target on MOTHERSUMI Date: 10-Jan-22 Broker: ICICIdirect.com Price @ Call: 240 Target: 270 Potential: 12.5% Recommendation: HOLD

#MOTHERSUMI *Motherson Sumi sets January 17 as record date for wiring business demerger* Motherson Sumi has set January 17, 2022 as the record date for the demerger of its wiring business. This is a big positive for the company and for the minority shareholders. The shareholders will get 1 equity share of Motherson Sumi Wiring India for every share of Motherson Sumi that they hold. This merger process was stuck in the National Company Law Tribunal (NCLT) for very long. According to IIFL note, the residual business post the demerger will largely be a global business now as only 17 percent of the demerged entity will come from India and the rest will be a global play. IIFL estimated Motherson Sumi’s residual business at 20 times FY23 implying a value of Rs 155 per share.

#MOTHERSUMI

https://economictimes.indiatimes.com/markets/stocks/stock-watch/motherson-sumi-shares-down-4-93-as-nifty-drops/articleshow/88337284.cms #MOTHERSUMI

Today's my Parent's Marriage Anniversary. So on that occasion, let's have an Option Trade. Keep #MOTHERSUMI 230 CE in watch list. CMP 4.20. Buy above 221. SL below 213 DCB. Target 227/231/235+ ☝️ Make sure to message me once you book. (Enter only after it triggers)

02/12/2021 Market Views of Nifty , BankNifty with BreakOut/Down Stocks | MOTHERSUMI | ULTRACEMCO https://youtu.be/JuWrssrUDLk 📊 INDEX: 📈 Nifty 📉 BankNifty 📊 STOCKS: 💚 Mothersumi ❤️ Ultracemco For More Learning Videos , Subscribe Our Channel : https://www.youtube.com/channel/UCJeJMoRXIKkc_RDgBcD-qFg/ #NIFTY50 #NIFTYBANK #MOTHERSUMI #ULTRACEMCO

Edelweiss target on MOTHERSUMI Date: 16-Nov-21 Broker: Edelweiss Price @ Call: 250 Target: 288 Potential: 15.2% Recommendation: BUY

POSSIBLE BULLISH STOCKS for coming days This view is based on volume data, oi data, delivery data & price action posts are for educational purposes only & not any recommendation #COFORGE #MARUTI #MOTHERSUMI #TATAMOTORS

#MOTHERSUMI 💥💥💥JACKPOT 💥💥💥👇🏼👇🏼👇🏼

Motilal Oswal target on MOTHERSUMI Date: 13-Nov-21 Broker: Motilal Oswal Price @ Call: 246 Target: 295 Potential: 19.92% Recommendation: BUY

ICICIdirect.com target on MOTHERSUMI Date: 15-Nov-21 Broker: ICICIdirect.com Price @ Call: 245 Target: 280 Potential: 14.29% Recommendation: HOLD

#MOTHERSUMI will declare results on Nov 12, 2021 Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.

MOTHERSON SUMI LOOKS GOOD @ CMP 238 ADD TILL 233 SUPPORT 227 CLSB #MOTHERSUMI

#MOTHERSUMI 💥💥💥👇🏼👇🏼👇🏼

https://economictimes.indiatimes.com/markets/stocks/recos/buy-motherson-sumi-systems-target-price-rs-300-emkay-global/articleshow/86957083.cms #MOTHERSUMI

ICICIdirect.com target on MOTHERSUMI Date: 11-Oct-21 Broker: ICICIdirect.com Price @ Call: 240 Target: 280 Potential: 16.67% Recommendation: BUY

Motilal Oswal target on MOTHERSUMI Date: 08-Oct-21 Broker: Motilal Oswal Price @ Call: 237 Target: 270 Potential: 13.92% Recommendation: BUY

*Futures & Options educational trades for the week 11.9.21 to 15.10.21* (My trade guidelines -appended below - apply). #stockmarket *FUTURES* #MOTHERSUMI *MOTHERSUMI* cmp ₹ 237.65 buy upto ₹ 229.00 stop ₹ 226.00 target ₹ 251.00+

#NIFTY50 #NIFTYBANK #TradingUniversity Today stock to focus.. #MOTHERSUMI #ALKEM #TVSMOTOR #SBILIFE #ASIANPAINT #MUTHOOTFIN