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MONEY TIMES TALK - JANUARY 13, 2024 Smruthi Organics is a debt free API manufacturer catering to reputed pharma companies in India and overseas. It has significantly corrected from its all-time high. Further, it has recently commenced operations of its FDF division with oral solid dosage products. Buy for hefty gains. Colab Cloud focuses on Artificial Intelligence, Data Analytics, Cyber Security, Augmented Realty, Virtual Realty, Web 3.0 and Metaverse is considering bonus issue and stock split on 24th January. Add. In December, Agritech India sold approx. 5 lakh share of Nath Bio Genes at an average price of Rs.200 which translates into an income of Rs.10 cr. Buy for 30% gains. ABM Knowledgeware, a pioneer in e-Governance offering Smart City solutions, information security, cyber security, smart water management, SAP practice, technology enabled applications. On Fri, highly bullish sentiments was observed in frontline IT stocks and this is expected to extend to cash stock on Monday. Add for hefty gains. Competent Auto posted FY23 sales of Rs.1731 cr. with an EPS of Rs.42 while its market cap stood at just Rs.235 cr. It trades at a P/E of 5.6x and P/B of 0.75x and has a BV of Rs.521. Recently, it purchased property worth Rs.14 cr. at Dultabad Industrial area, Haryana and will shortly be listed on NSE. Add for hefty gains.

Key Stock Updates 🔸 Karnataka Bank The Bank has partnered with fintech company Digivriddhi (DGV) to offer host of financial services catering to the needs of dairy farmers & Milk Societies 🔸 PFC The company is in receipt of No Objection Letter from Reserve Bank of India (RBI) for setting up of a Finance Company (as a wholly owned subsidiary) in International Financial Services Centre (IFSC) situated in GIFT City 🔸 Lupin The company received approval from the USFDA for the launch of Bromfenac Ophthalmic Solution, 0.07% in the United States 🔸 Shyam Metalics And Energy The company raised Rs 1,385 crore through qualified institutional placement at Rs 576 per share, which indicated a discount of 9.70% to the current market price 🔸 LIC LIC’s shareholding in "Navin Fluorine International Limited” has increased from 23,75,398 to 24,97,139 Equity Shares, increasing its shareholding from 4.792% to 5.037% of the paid-up capital of the said Company 🔸 Pondy Oxides and Chemicals Limited The company has entered into a MoU with Tamil Nadu Guidance, the nodal agency of Government of Tamil Nadu (GoTN) for investment promotion and facilitation, to set up state of the art recycling and manufacturing plants for non-ferrous metals, lithium-ion batteries, paper, plastics and rubber contributing to sustainabiIity and circular economy to the state of Tamil Nadu 🔸 Colgate Palmolive The company has received orders from GST Authorities of multiple states worth Rs. 2.11 cr 🔸 Mahindra and Mahindra The company will collaborate with a US-based automobile technology company, Mobileye for software solutions and to explore building a full-stack autonomous driving system

Key stock updates 🔸 Bajaj Auto The company approved the proposal for buy-back of up to 4,000,000 fully paid-up Equity Shares of face value of ₹10/- each by the Company at a price of Rs. 10,000 per Equity Share payable in cash for a total consideration not exceeding Rs. 4,000 crores 🔸 Adani Group The conglomerate has signed a Memorandum of Understanding to invest over Rs 42,700 crore in Tamil Nadu. 🔸 Gujarat State Fertilizers and Chemical The company has commissioned a manufacturing plant at Fertilizernagar in Vadodara for the production of ammonium sulphate. The facility has an installed capacity of manufacturing 1,32,000 MT of ammonium sulphate. 🔸Metropolis Healthcare The company in its Q3 business update announced that its core business revenue grew by 12% YoY. It was largely driven by 9% volume growth and lower margins 🔸 Fino Payments Bank The company has applied for a small finance bank licence from the Reserve Bank of India 🔸 BEML Limited The company has bagged orders from Ministry of Defence for supply of Mechanical Minefield Marking Equipment Mark-II 🔸 Bondada Engineering Limited The company has received blanket work orders from BHARTI AIRTEL LIMITED worth Rs. 27 crores 🔸 Oil India Limited The company has signed JVA with Assam Power Generation Corporation Ltd (APGCL) to work together in Renewable/Green Energy Business 🔸 Brigade Enterprises Limited Brigade Group signs over ₹ 3400 Cr Worth MOUs at the Tamil Nadu Global Investors Meet 2024 🔸 Eicher Motors Limited Royal Enfield signs MoU with the Government of Tamil Nadu for proposed investment of Rs. 3000 crores for brownfield and greenfield projects in the State 🔸 IRB Infrastructure Developers IRB Infra and its Private InvIT Associate IRB Infrastructure Trust report 26% growth in the aggregate toll collection for December 2023 🔸 Cipla The company has announced joint venture in the United States with Kemwell Biopharma and Manipal Education & Medical Group for global development and commercialisation of innovative Cell therapy products 🔸 Caplin Point Laboratories Limited The Caplin Group announces Strategic Investment of INR 700 Crores in Tamil Nadu 🔸 Thirumalai Chemicals Limited Phthalic Anhydride plant situated in Gujarat that had been shut down from 5th November, 2023 has resumed operations/production from 8th January, 2024 after completion of maintenance 🔸Gujarat Mineral Development Corporation (GMDC) GMDC's Surkha(N) Lignite mine receives environmental clearance for capacity expansion

MONEY TIMES TALK - JANUARY 06, 2024 ABM Knowledgeware is a pioneer offering Smart City solutions, Cyber Security, Smart Water Management, SAP Practice etc. It has a large order book & huge reserve. Promoters hold 67% stake and it trades at a P/E of just 22x. Keep track. Metroglobal Ltd engaged in trading of chemicals, textiles, minerals and ores, metals and is a EPC realty player. It notched H1 EPS of Rs.13.57 and has a BV of Rs.300 but trades at a P/E of 5.6x and P/BV of 0.51x with a dividend payout of 23.8%. It is almost debt-free. Buy for multi-bagger gains. Debt-free Denis Chem producer of sterile intravenous injectables is an attractive buy with a dividend yield of 3%, M.Cap/Sales of 0.55x. Varun Daga Mg. partner of billion-dollar company Dream 11 holds 11.5% and FIIs hold 20.74% stake. Add. Sree Raylaseema Hypo, a chemical manufacturer with a diverse product range boasts of 10 MW power plant and 11.25 MW wind power, it is projected to achieve an EPS exceeding Rs 80 in FY24. Buy.

MONEY TIMES TALK - DECEMBER 30, 2023 Debt-free & dividend paying Resonance Specialties is a pioneer in Pyridine chemistry and among the largest manufacturers of Lutidines in the world. It is an IPCA Lab promoted specialty chemical co. trading at Mkt. Cap of just Rs.129 cr. Buy for hefty gains. Debt-free & 40% dividend paying BDH Industries is a pharma co. set to be re-rated for its excellent results and prime land in Kandivali East adjoining a big mall. Buy a PE of just 15x, ROE 16.31%, ROCE 20.84%, and EPS of Rs 14.35. A potential multi-bagger. Nath Bio Genes trades at a P/E of 7x as against the industry average of 35x. The promoters are increasing their stake. Add. Advik Capital is inching close towards becoming a Systematically Important NBFC. It has a net-worth of Rs.110 crore and total assets of Rs.200 crore. Add.

India on cusp of investment bull run that will stretch beyond 2024: Natixis's Trinh Nguyen Natixis is one of the world's largest asset managers with USD $1.2 trillion assets under management https://www.moneycontrol.com/news/business/india-on-cusp-of-investment-bull-run-that-will-stretch-beyond-2024-natixiss-trinh-nguyen-11939471.html

MONEY TIMES TALK - DECEMBER 23, 2023 Golkunda Diamonds has a RoE of 22.84% and RoCE of 18.47%. It trades at a P/E of just14.8x and has MCap/ Sales of 0.27. The promoters hold 73.6% equity stake. Re-rating may lead to multi-bagger gains. SNL Bearings promoter NRB Bearings holds 75% of its Rs.3.61 cr. equity. It has huge reserves of Rs.51.91 cr. and this debt free company posted TTM EPS of Rs.20.35 and paid FY23 dividend of 65%. Add for 50% gains. Sinclairs Hotels to issue 1:1 bonus. It has 9 iconic hotels at beautiful locations and surplus cash. Stock trades at attractive valuation. Buy for 50% gains. Advik Capital trades at a P/E of 10.1x as against the industry average of 21.49x. It has achieved a milestone of becoming a Systematically Important NBFC. A big positive. Buy.