pratik Jain’s Post

FII increased their share holding in above names.

⏩ *Vedant Fashions Ltd (CMP: Rs 954 | Mkt Cap: Rs 22,886 cr):* _Detailed note shared separately_ ⏩ *RPG Life Sciences Ltd (CMP: Rs 1,522| Mkt Cap: Rs 2,517 cr):* Revenue/EBITDA/PAT grew 7.2%/30.2%/27.9% YoY but declined 17.4%/45.3%/50.0% QoQ to Rs 127 cr/Rs 21 cr/Rs 13 cr respectively. EBITDA margin improved 289 bps YoY but declined 834 bps QoQ respectively to 16.3%. At CMP, the stock trades at FY24 P/E multiple of 28.7x. ⏩ *Sona BLW Precision Forging Ltd (CMP: Rs 627 | Mkt Cap: Rs 36,756 cr):* _Detailed note shared separately_ ⏩ *Adani Power (CMP: Rs 613 | Mkt Cap: Rs 2,36,257 cr)*: Consolidated revenue up 30.5% YoY at Rs 13,363.7 cr vs Rs 10,242.1 cr. EBITDA up 154.3% YoY at Rs 4,849.7 cr vs Rs 1,907.4 cr. Margin expanded 1,766 bps YoY at 36.3% vs 18.6%. Net profit down 47.8% YoY at Rs 2,737.2 cr vs Rs 5,242.5 cr. At CMP, stock is trading at TTM EV/EBITDA multiple of 10.6x. ⏩ *Bharat Wire Ropes (CMP: Rs 302 | Mkt Cap: Rs 2,053 cr)*: Consolidated revenue down 9.3% YoY at Rs 147.2 cr vs Rs 162.3 cr. EBITDA down 18.2% YoY at Rs 37.4 cr vs Rs 45.7 cr. Margin contracted 275 bps YoY at 25.4% vs 28.1%. Net profit up 36.0% YoY at Rs 21.7 cr vs Rs 15.9 cr. At CMP, stock is trading at TTM P/E multiple of 21.3x. ⏩ *Gravita India (CMP: Rs 945 | Mkt Cap: Rs 6,523 cr)*: Consolidated revenue up 15.3% YoY at Rs 863.4 cr vs Rs 748.9 cr. EBITDA up 13.8 YoY at Rs 72.2 cr vs Rs 63.4 cr. Margin contracted 11 bps YoY at 8.4% vs 8.5%. Net profit up 8.1% YoY at Rs 69.0 cr vs Rs 63.8 cr. At CMP, stock is trading at TTM P/E multiple of 27.2x. *Weak* ⏩ *Orient Cement Ltd (CMP: 221 | Mkt Cap: Rs 4,428 cr):* Revenue/EBITDA/PAT grew 1.4%/6.2%/1.2% YoY to Rs 888 cr/Rs 148 cr/Rs 68 cr respectively. EBITDA margin improved 76 bps YoY to 16.7%. Sales volume was flat YoY at 1.7 mn tonnes.Trades at FY25E EV/EBITDA of 9.5x. ⏩ *Mangalam Cement Ltd (CMP: 841 | Mkt Cap: Rs 2,355 cr):* Revenue declined 4.8% YoY to Rs 437 cr. EBITDA/PAT grew 1.1%/10.7% YoY to Rs 46 cr/Rs 17 cr respectively. EBITDA margin improved 61 bps YoY to 10.4%. Trades at TTM EV/EBITDA of 12.4x. ⏩ *Indian Oil Corporation (CMP: Rs 169 | Mkt Cap: Rs 2,39,143 cr)*: Consolidated revenue down 3.1% YoY at Rs 2,23,649.9 cr vs Rs 2,30,711.6 cr. EBITDA down 32.1% YoY at Rs 11,970.6 cr vs Rs 17,636.6 cr. Margin contracted 229 bps YoY at 5.4% vs 7.6%. Net profit down 49.4% YoY at Rs 5,487.9 cr vs Rs 10,841.2 cr. At CMP, stock is trading at FY25E/FY26E P/E multiple of 9.4x/8.9x. ⏩ *Greenpannel Industries Ltd. (CMP: Rs 315 | Mkt Cap: Rs 3,872 cr):* _Detailed note shared separately_ *Thanks*

sbi sec research:- *SSL Research* *Result Summary* *Strong* 💪 ⏩ *Ambuja Cements Ltd (CMP: 620 | Mkt Cap: Rs 1,23,050 cr):* Consolidated Revenue/EBITDA/PAT grew 11.6%/37.1%/99.9% YoY to Rs 8,894 cr/Rs 1,699 cr/Rs 1,526 cr respectively. EBITDA margin improved 354 bps YoY to 19.1%. Sales volume grew 17.7% YoY to 16.6 mn tonnes. Trades at TTM EV/EBITDA of 16.7x. ⏩ *Adani Wilmar Ltd (CMP: Rs 358 | Mkt Cap: Rs 46,488 cr):* Consolidated revenue declined 4.6% YoY to Rs 13,238 cr. EBITDA/PAT grew 207.3%/67.5% YoY to Rs 363 cr/Rs 157 cr respectively. Gross and EBITDA margins improved 439 bps/189 bps YoY to 13.0%/2.7% respectively. Edible oil/Food & FMCG volumes grew 11%/9% YoY. Overall volume grew 3% YoY dragged by significant decline in the oil meals export (down 22% YoY). Trades at FY25E/FY26E PE multiple of 53.2x/43.5x respectively. ⏩ *Netweb Technologies Ltd (CMP: Rs 1,765 | Mkt Cap: Rs 9,951 cr):* Consolidated Revenue/EBITDA/PAT grew 115%/167%/182% YoY to Rs 266 cr/40 cr/30 cr respectively. EBITDA margin improved 194 bps YoY to 17.9%. Trades at TTM PE multiple of 175x respectively. ⏩ *Neogen Chemicals Ltd (CMP: Rs 1,596 | Mkt Cap: Rs 4,210 cr):* Consolidated Revenue down 2% YoY to Rs 200 cr. EBITDA/PAT grew 10%/18% YoY to Rs 36 cr/17 cr respectively. EBITDA margin improved 291 bps YoY to 15.2%. Trades at TTM PE multiple of 127x respectively. ⏩ *Shilchar Technologies Ltd (CMP: Rs 6,138 | Mkt Cap: Rs 4,682 cr):* Consolidated Revenue/EBITDA/PAT grew 11%/48%/54% YoY to Rs 105 cr/31 cr/25 cr respectively EBITDA margin improved 790 bps YoY to 30%. Trades at TTM PE multiple of 51x respectively. ⏩ *Vardhman Special Steels (CMP: Rs 296 | Mkt Cap: Rs 2,410 cr)*: Consolidated revenue up 4.1% YoY at Rs 439.4 cr vs Rs 422.0 cr. EBITDA up 99.6% YoY at Rs 48.8 cr vs Rs 24.5 cr. Margin expanded 532 bps YoY at 11.1% vs 5.8%. Net profit up 139.8% YoY at Rs 32.8 cr vs Rs 13.7 cr. At CMP, stock is trading at TTM P/E multiple of 33.4x. ⏩ *Cholamandalam Investment and finance company (CMP: Rs 1194 | Mkt Cap: Rs 1 tn):* _Detailed note shared separately_ ⏩ *REC LTD (CMP: Rs 507 | Mkt Cap: Rs 1.3 tn):* _Detailed note shared separately_ ⏩ *Havells India Ltd (CMP: Rs 1664 | Mkt Cap: 1.04 tn):* _Detailed note shared separately_ *Decent* ⏩ *Nuvoco Vistas Corporation Ltd (CMP: 339 | Mkt Cap: Rs 12,088 cr):* Consolidated Revenue/EBITDA/PAT grew 0.2%/29.0%/223.4% YoY to Rs 2,933 cr/Rs 491 cr/Rs 100 cr respectively. EBITDA margin improved 374 bps YoY to 16.7%. Sales volume grew 1.9% YoY to 5.3 mn tonnes. Trades at FY25E EV/EBITDA of 7.1x. ⏩ *Procter & Gamble Hygiene & Health Care Ltd (CMP: Rs 16,070 | Mkt Cap: Rs 51,744 cr):* Revenue and EBITDA grew 13.5%/72.4% YoY to Rs 1,002 cr/Rs 257 cr respectively. PAT declined 6.5% YoY to Rs 154 cr due to one-time tax impacts in the base as well as current quarters. Gross and EBITDA margins grew 977 bps/877 bps YoY to 66.3%/25.7% respectively. Trades at CY24E/CY25E PE multiple of 66.0x/56.9x respectively. #Research #Broking

Relative strength is a popular technical analysis indicator used to compare the price performance of a security to a benchmark or index. It provides insights into the relative strength or weakness of a security in comparison to the broader market or its peers. One common example of relative strength is the Relative Strength Index (RSI). The RSI is a momentum oscillator that measures the speed and change of price movements. It ranges from 0 to 100 and is used to identify overbought and oversold conditions. When the RSI of a security is above 70, it is considered overbought and may indicate a potential reversal or correction. Conversely, an RSI below 30 is considered oversold and may indicate a potential buying opportunity. Another example of relative strength is comparing the performance of individual stocks to an index, such as the S&P 500. Investors and traders often utilize this comparison to identify stocks that are outperforming or underperforming the broader market. If a stock consistently exhibits higher returns compared to the index, it can be considered to have relative strength. Relative strength can also be applied across different sectors or asset classes. For instance, comparing the performance of different sectors within the stock market can help identify sectors that are experiencing relative strength and may present potential investment opportunities. Overall, relative strength is a valuable tool in technical analysis as it helps investors and traders identify securities or sectors that are performing well or poorly relative to a benchmark. By analyzing relative strength, market participants can make more informed investment decisions and potentially capitalize on price momentum.

not every thing we see is real... sometimes there is a lot of pain behind forced SMILES #life #Grateful for everything good in life

https://lnkd.in/dKCW97_U I am preparing a thread of companies that Could be good with investment point of view / a mix of technicals and fundamentals .. In above thread 🧵 So far added 6 names , will add more further Feel free to *Suggest* your ideas directly on WhatsApp or below the tweets Morning 🌆

Japanese yen #Yen #Fx #japan #usa