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Exit Poll: Our market cap will double to $10 trillion in next 4-5 years, says Raamdeo Agrawal https://www.moneycontrol.com/news/business/markets/exit-poll-our-market-cap-will-double-to-10-trillion-in-next-4-5-years-says-raamdeo-agrawal-12738606.html

MONEY TIMES TALK MAY 25, 2024 Almost debt-free Thakkers Developers, a reputed real estate player in Nasik, has a huge land bank with residential & commercial projects is available at Mkt.Cap of just Rs.192 cr., which is attractive. Universal Starch-Chem engaged in starch, liquid glucose & dextrose products for the Food, Pharmaceutical, Textile, Paper & Adhesive industries, posted 9M EPS of Rs.9.68 and trades at a P/E of 11x. Keep it on your radar. MK Ventures promoted by market veteran, Madhusudan Kela, who is known for giving 100x returns in his fund, is likely to be a big player in managing money and investments. Buy. Vodafone Idea’s stock rose 10% after UBS revised its rating with a revised target price of Rs.18. However, 50% anchor lock-in open may create selling pressure at higher levels in the coming week. Nath Bio Genes, an agri-tech co. developing & supplying quality hybrid & varietal seeds to farmers at affordable prices trades at a P/E of 10x. Its FY24 revenue grew on the back of new products and profits are likely to grow in FY25. Buy for 30% gains.

Narendra Modi, Amit Shah and now Jaishankar says Bharat stocks will go up on June 4 in world market. https://www.moneycontrol.com/elections/lok-sabha-election/bharat-stocks-will-go-up-on-june-4-in-world-market-says-jaishankar-article-12731417.html

The hottest metal right now is silver. It is currently at an all time high at Rs. 95,000 per kg - that's a 35% rise this year already! It has beaten Sensex, bitcoin and even Gold in May. But why is silver rising so much? Let’s dig deeper - ➡ Silver is used as an important industrial metal in rapidly growing sectors such as electric vehicles and solar panels. ➡ Two fast-growing sectors such as electric vehicles and hybrid cars depend heavily on silver. ➡ EVs contain between 25 and 50 gms of silver while hybrid cars use between 18 to 34 gms of silver. ➡️ A booming solar power industry is also causing a surge in demand for silver which is used in large quantities to make photo voltaic panels ➡ It’s important to remember that while gold traditionally is a more reliable investment, the value of silver depends on industrial usage. ➡ Silver ETF(Exchange Trade Fund) are a great option to add to your financial portfolio. ➡ There are a total of 10 Silver ETFs currently. ➡ Assets under management of these 10 ETFs offered by various fund houses crossed the 5,000 crore mark in April as per data provided by Association of Mutual Funds in India.

MONEY TIMES TALK MAY 18, 2024 Vibrant Global (VGCL) notched an EPS of Rs.17.5 in the last 6 months and trades at a P/E of 4x. Promoters hold 71.3% and renowned fund manager, Siddharth Bhaiya, holds 22.64%. This dividend paying company is available very cheap. Add for multi bagger gains. Shri Bajrang Alliance caters to Jubliant Foods, Nestle, KFC & Lulu Group for exports and exports to Australia, USA, Netherlands, Middle East, UK and New Zealand. It posted 9M EPS of Rs.29.77 and trades at a P/E of 8.5x. Buy for multi-bagger gains. Debt-free Elixir Capital posted Q4 EPS of Rs.13.55 and FY24 EPS of Rs 26.89. It trades at a P/E of 4x. Promoters hold 71.3%, HNI’s & corporates hold 15.93%. Keep it on your radar. Andhra Petrochemicals Q3 NP grew 923% to Rs.9.82 cr. from Rs.0.96 cr. YoY. Its tie-up with GAIL for Natural Gas will lower production cost and boost its bottom-line. It results on 25th May 2024 are expected to be strong and a healthy dividend is likely. Buy for hefty gains. Artefact Projects has huge orders for 6 years having bagged Rs.5.50 cr. order from NHAI. It pre-paid its debt of Rs.5 cr. and trades at a P/E of 8x and P/B of 0.86x. Its Q3 NP grew 60% and 9M NP rose 53%. It results on 21st May 2024 are expected to be good. Keep it on your radar. Maruti Suzuki remains unmatched in its market share, new models, distribution reach & service excellence. The stock is likely to speed up. Accumulate. BEL has a healthy order book. All it manufactures is a part of the Aatmanirbhar Bharat's programme and is expected to post a strong FY24 along with a good dividend/ bonus. Add. Dixon Technologies sees a $10 bn. IT hardware opportunity in India. Recently, it signed a MOU with Acerpure for manufacturing of consumer appliance products. A big positive. Buy.

MONEY TIMES TALK MAY 11, 2024 Shri Bajrang Alliance is a pioneer in frozen food under the brand GOELD. It caters to Jubliant Foods, KFC and Lulu Group for exports. It partners with Nestle India to manufacture several food items and posted 9M PAT of Rs.27.56 cr. and EPS of Rs.30. It is now available at very attractive valuations. Buy for multi-bagger gains. Andhra Petrochemicals’ Q3 NP grew 923% to Rs.9.82 cr. from Rs.0.96 cr. YoY. It is the largest manufacturer of Oxo alcohols and its Normal & Iso Butanol cater to various segments. Its tie-up with GAIL for Natural Gas will lower production cost & boost its bottom-line. Buy for hefty gains. Shemaroo Entertainment’s huge library of titles in over 10 languages has 7000+ hours of content. With 4 broadcasting channels has 4+ bn. viewers across YouTube and Facebook, it is available at a Mkt.Cap of just Rs.425 cr. Its peers Saregama & Tips have given multibagger returns. Add. Power and Instrumentation Gujarat Ltd. (PIGL) to undertake 132KV transmission in Ranchi and an AIIB project in Assam while exploring opportunities in reactor power components and renewable energy to minimize power losses & improve grid efficiency. PIGL bags order of Rs. 20.93 cr., to develop a substation at Sardar Vallabhbhai International Airport, Ahmedabad managed by the Adani Group. QMS Medical Allied Services, which promotes diagnostic and other medical devices, has served 2 lakh patients through 25000 programmes and anticipates 45% growth in FY25. Tata Technologies and the BMW Group to collaborate and develop Automotive Software & Business IT solutions. Its FY24 sales grew 15.9% and PBT rose 17.1%. Buy for long term.

MONEY TIMES TALK MAY 4, 2024 Available Finance posted Q3 EPS of Rs 47.63 from Rs.26.51 YoY. It trades at a P/E of 1.8x and P/B of 0.3x having a BV of Rs.960. This debt free company has huge reserves of Rs 932cr against M. cap of 300 cr. Promoters are raising their stake. Further, it holds 32% stake in Aggarwal Coal, which has turnover of Rs.14000+ cr. Big breakout is expected. Add for multi-bagger gains. Debt-free Resonance Specialities is promoted by IPCA Labs. It has a mkt. cap. of Rs.140 cr. and is growing at a CAGR of 44%. It is a pioneer in Pyridine chemistry and is the largest manufacturer of Lutidines globally. Buy for hefty gains. Debt-free Denis Chem produces sterlite intravenous injectables and is available at very attractive valuation. It has a dividend yield of 3% and Mkt.Cap/sales of 0.55x. It posted Q3 EPS of Rs.2.31 from Rs.1.32 YoY. Varun Daga holds 11.5% and FIIs hold 20.74%. Add. Andhra Petrochemicals has a 3-year ROE of 27.6% and a healthy dividend payout of 30.1%. Its Q3 NP grew 923% to Rs.9.82 cr. from Rs.0.96 cr. YoY and the next 2 quarters are likely to be much better due to good demand for its products. Buy for 50% gains. Artefact Projects has huge orders for seven years having bagged Rs.5.50 cr. order from NHAI. It pre-paid its debt of Rs.5 cr. and trades at a P/E of 8x and P/B of 0.86x even as its Q3 NP grew 60% and 9M NP rose 53%. Buy for 50% gains. Rattan India Enterprises has a top-line of over Rs.6000 cr., with major contribution from Cocoblu retail, one of the largest online retailers on Amazon. Its other business verticals like Revolt Motors- EV Bikes, Neo Sky - Drones, Throttle Aerospace, We Fin, Neo Brands are also scaling up. Keep it on your radar. Vodafone Idea’s Rs.18000 cr. FPO got a good response. It now plans to use Rs.12750 cr. to expand its network infrastructure and pay the deferred spectrum payments with its improving prospects, the share is a good punt. Tata Power is into generation, transmission & distribution of electricity. Its arm, Tata Power Renewable Energy Ltd., signs a PPA with SJVN for a 460 MW and dispatchable renewable energy project. Its results on 8th May are likely to be good. Add.