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Monsoon ends with ‘normal’ rainfall IMD Director General Mrutyunjay Mohapatra said with positive factors countering the effect of El Nino, the 2023 monsoon ended with 94.4 per cent cumulative rainfall, which is considered "normal". https://www.moneycontrol.com/news/trends/weather/monsoon-ends-with-normal-rainfall-as-positive-factors-countered-el-nino-effect-says-imd-11456871.html

Money Times Talk - September 24, 2023 Debt-free RTS Power available at book value has 8 plants and a market cap of Rs.150 cr. With 74% promoter holding and 4.6% with reputed HNIs, it is a potential multi-bagger. SNL Bearings is a cash rich auto ancillary promoted by NRB Bearings and trades at a P/E of just 14x with an EPS of Rs.21.82 on its tiny capital of Rs.3.61 cr. It pays regular dividends and paid 65% in FY23. Add for 30% gains. Unknown QGO Finance is a fast growing NBFC with negligible NPAs whose PAT has grown 4200%, AUM has grown 405%, NII has grown 278% in last 5 years and paid dividend in last 3 quarters. Add. Vipul Organics had allotted 5 lakh convertible warrants to promoters at Rs.111 for expansion, which is on track and is excited with the tailwinds in the pigment’s sections. Add for 40% gains. Havells India stock is continuing its impressive ascent and is firing on all fronts. A safe share to add in times of virtual boom. Accumulate.

Money Times Talk - September 17, 2023 MK Ventures promoted by renowned investor Madhusudan Kela is available at an attractive PE of 23x and EPS of Rs.56. A technical breakout will take it above its 52-week high Rs.1726. Keep track Delta Magnets has expanded capacity given its use in e-mobility, auto sensors, IOT and wearables. It fell 20% in last week's midcap carnage. Add this potential multi-bagger. TGV SRACC available cum 10% dividend at PE of just 5x. With negligible debt and ROE of 40% its share price can bounce back as price of caustic soda is at a yearly high. Also, it has invested Rs.213 cr. for high margin Chloromethanes expansion from internal accruals. Its solar power plant will reduce production cost sharply. Buy for hefty gains. Uday Jewellery to expand 4- fold by internal accruals. Wedding season is around but stock is yet to show an upmove. Promoters hold 74% and HNIs and corporates hold 20% stake in the company. Add for 30% gains.

Money Times Talk - September 10, 2023 PBM Polytex, a debt-free textile unit with 70% promoter holding and reserves of Rs.117 cr. has a P/B of 0.52x and mkt.cap. of Rs.70 cr. It has huge capacity of 6000 ton of combed yarn and has 36,000 spindles. Add for 30% gains. GKB Opthalmics, the only listed eyewear company, to expand capacity from 24,000 to 40,000 lenses per day through internal accruals will benefit by anti-dumping duty on imported lenses. Add for good returns. RTS Power sells products to defense, railways, energy producers, telecom players and electricity boards. The promoters hold 74% equity stake. Stock may cross 52-week high. Add. 40 years old HP Cotton Textiles’ promoters recently converted warrants at Rs.135/share, which shows that they are bullish about its future. As cotton yarn prices are rising, re-rating of this share is around the corner. Add for 30% gains. Rattan India Power quotes at a high discount due to its high debt. However it is servicing its debt including prepayment. Once it repays its debt it will be a turnaround story. Keep it on your radar.

Money Times Talk - September 02, 2023 TGV SRAAC share price fell from a 52-week high of Rs.182 on a fall of caustic soda flakes prices. It is now expected to regain the lost ground as prices of caustic soda flakes are at a yearly high. Add. Delta Magnets has added capacity given the demand in EVs, auto sensors, IOT and wearables. Add for hefty gains. Reliance Chemotex share trades at a P/E of 13x and is available at 25% cum dividend. It is undergoing Rs.100 cr. expansion from internal accruals due to increased demand. Add for 40% gains. AK Capital has been consistently posting blockbuster results. Its share trades at a P/E of 4.5x as against the industry average of 20x. and it trades at a P/BV ratio of 0.46x. It has a PAT margin of 25% and a dividend of 120% was declared for FY23. The BV of its share is Rs.1272. It has all the potential to be a multi bagger. Add.

Money Times Talk - August 26, 2023 Majestic Auto to hive off an IT company and a small land valued more than its market cap. Plus, it has a lot of land in Noida and big quantity of Hero MotoCorp shares. Add. NTC Industries posted an excellent Q1 and boasts of big prime land in Kolkata. Its cigarette licence is worth many times its market cap. Promoters hold 66% and HNIs hold 21.3% stake in the company. Add for 50% gains. Jio Financial met a mute response post listing. But its long-term prospects are good. Accumulate. Pooja Entertainment promoted by famous producer Vashu Bhagnani is scheduled to release two big budget movies in October. A big positive. Add.