STOCK INFORMATION
📈 Analytical overview of Telegram channel STOCK INFORMATION
Channel STOCK INFORMATION (@stockinfo33) in the English language segment is an active participant. Currently, the community unites 18 873 subscribers, ranking 13 127 in the Economy & Finance category and 44 586 in the India region.
📊 Audience metrics and dynamics
Since its creation on невідомо, the project has demonstrated rapid growth, gathering an audience of 18 873 subscribers.
According to the latest data from 08 September, 2024, the channel demonstrates stable activity. Although there has been a change in the number of participants by 837 over the last 30 days and by 7 over the last 24 hours, overall reach remains high.
- Verification status: Not verified
- Engagement rate (ER): The average audience engagement rate is 0%. Within the first 24 hours after publication, content typically collects N/A% reactions from the total number of subscribers.
- Post reach: On average, each post receives 0 views. Within the first day, a publication typically gains 0 views.
- Reactions and interaction: The audience actively supports content: the average number of reactions per post is 0.
📝 Description and content policy
Channel description not provided.
Thanks to the high frequency of updates (latest data received on 09 September, 2024), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Economy & Finance category.
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| 2 | Basilic Fly Studios Soars Toward Global Expansion and Innovation
Basilic Fly Studios Limited (BFS), a renowned VFX company, is gearing up for extensive global expansion through both organic growth and strategic acquisitions. With a focus on key markets like Europe, Canada, and the US, BFS plans to establish its own studios abroad to access diverse talent and cultural perspectives, thereby bolstering its competitive position in the VFX industry.
The Company aims to accelerate its growth trajectory by selectively acquiring companies with complementary skills and advanced technology, aligning with its long-term vision while maintaining its commitment to creativity, integrity, and excellence.
The Company has established strong and enduring relationships within the industry, cultivating partnerships with major players such as Warner Bros., Netflix and many more.
As BFS charts its course for expansion and innovation, it remains committed to its core values of creativity, integrity, and excellence. With a proven track record of success and a clear strategic roadmap, BFS is poised to soar to new heights in the Global VFX landscape, delivering unparalleled experiences to audiences worldwide. | 186 |
| 3 | SW SOLAR- Why Stock will be MEGABAGGER
1️⃣ NIGERIA- SUN AFRICA got sanctioned $ 10 billion with U S Exim for Solar Energy in Nigeria to be completed by 2030. Out of it, $ 2.2 billion order likely to be signed in May '24. Once this order gets under execution, Balance $ 7.8 billion too will be released in 3 equal parts. This too will come to SW Solar as SUN AFRICA tie-up with SW Solar
*Total value ₹ 83000 Cr*
2️⃣ RELIANCE - Has to execute *100 GW by 2030*. Land already acquired. However some delay in getting approval for sub-station. We estimate Reliance order should start ( to SW Solar only) from Q1
3️⃣PSU Target *50 GW/ year*- So Far, SW success ratio is 50% in PSU solar tenders
4️⃣ OTHERS - Can't quantify but can be substantial
# High probability that Co get 1 lakh Cr worth orders in 4-5 years | 1 |
| 4 | SOUTH INDIA PAPER MILLS; Company will be investing in 1,32,000 Equity shares of M/s Green Infra Wind Power Generation
Company has today, entered intfo a Share Subscription cum Shareholder’'s Agreement (SSSHA) with M/s Green Infra Wind Power Generation Limited & M/s Green Infra Wind Energy Pvt Ltd for subscribing for 1,32,000 equity shares and has also entered into Power Supply and Consumption Agreement (PSCA) with M/s Green Infra Wind Power Generation Limited for the Company's power requirement of 11 Million units, under the Group Captive Structure.
Cost of acquisition of Equity shares is Rs 13,20,000
Turnover of last 3 years
2023-24: Rs. 22,398.75 million
2022-23: Rs. 17,587.35 million
2021-22: Rs. 15,687.29 million
M/s Green Infra Wind Power Generation Ltd has business operations in India | 2 522 |
| 5 | Sterling & Wilson Renewable
Key Highlights for FY24
Unexecuted Order Book - 8,084 crore
P&L of the company has begun to revive in FY24
Domestic EPC gross margins continue to operate within our target range
Total Net Debt of ~ 116 crore, vs ~1,966 crore in FY23 | 3 217 |
| 6 | Nuvama Wealth has given Target of 831 for V2 Retail, +77% upside
Company is a strong candidate for a valuation re-rating on better store economics, aggressive growth plans and size of opportunity | 2 976 |
| 7 | Man Industries
Management interview
Demand for the Hydrogen💚 sector will remain for the next 15 years
We are authorized to supply pipes to the Hydrogen💚industry
Bidding on some orders from Europe
Plans for 1000 crore of total CAPEX.
550 crore capex in Jammu for stainless steel seamless tubes
And remaining capex for the Middle East. | 2 132 |
| 8 | Footwear segment: Data driven observation from Goldman Sachs that, as the rise in income levels leads to growth in the footwear market, market share gets consolidated with top 15 brands.
Their pick is Metro Brands | 3 463 |
| 9 | Real Estate Sales are awesome, so, what's next!?
Last two years, avg real estate sales across different micro markets is about 30-50% higher than pre-covid.
As these sales start turning into construction over the next 24-48 months, we should see strong demand for building material products.
Goldman Sachs like Pipes in this category because pipes are low cost and high critical item.
% of total material cost:
Pipes: ~3%
Tiles: ~7%
Wires: 4-5%
Cement: 16-18%
Paints:~6%
Replacement cost is high (you have to break the flooring and walls for any repairs) and that makes them critical.
Additionally, pipes are a must BUY whereas some of the other materials have direct dependency on occupancy timelines, the purpose (investment versus personal use) etc...
Goldman Sachs likes Astral and Prince Pipes
Credits and Source: Goldman Sachs | 3 265 |
| 10 | SW SOLAR Q4 HIGHLIGHTS
Revenue has grown significantly both YoY and sequentially due to execution pace picking up in the domestic projects in Q4. Liquidity is likely to continue to improve with closure of legacy projects and improved credit ratings
Company has reported positive gross margins in all four quarters of FY24 and full year gross margins are at 10.3%. A growing contribution from the Domestic EPC segment has aided the same.
Co. Says Our unexecuted order book which largely comprises Domestic projects currently is likely to help sustain gross margins going forward
EBITDA has turned positive in FY24 aided by a strong Q4 after 3 consecutive years of losses
Q4 PBT and PAT turned positive after nearly 12 quarters, and Q4 PAT was affected by a non-cash deferred tax asset charge
Unexecuted order value at INR 8,084 crore as of Mar 2024 compared to INR 4,913 crore as of Mar 2023
Co. has received new orders / LOI in two projects worth ~INR 488 crore during the quarter including being declared L1 for a second floating solar module project in the country
Co. received its 2nd international order in Q4 from Enfinity for a BOS project in Italy amounting to ~EUR 20 mn | 3 406 |
| 11 | https://youtu.be/ORjboy0ygo4 | 3 268 |
| 12 | Man Industries
Co has received approval from Shell Global for external, internal, and concrete coating of steel pipelines at Anjar, Gujarat
#stockmarkets #manindustries | 3 649 |
| 13 | Allcargo Gati
Business Update
Total Volume for Mar 24 at 111kt, 3% up YoY
7% up MoM
Mukul Agrawal sir holds 5.37% stake in the company
#stockmarkets #gati | 3 661 |
| 14 | Sona Comstar
Co Inaugurates New Manufacturing Plant in Mexico to Cater to Growing EV Demand in North America | 6 610 |
| 15 | Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Stock market related brokerage reports daily @stockmkt3
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Stock market statics and information @stockinfo3 | 754 |
| 16 | Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Stock market related brokerage reports daily @stockmkt3
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Stock market statics and information @stockinfo3 | 1 132 |
| 17 | https://youtu.be/iNkEosP0Ewk | 3 583 |
| 18 | Good performance of renewable energy stocks continue from last 2 years and will do well in next 5 to 10 years.
Renewable Energy Sector boom and growth will continue with stable government in India for next 5 to 10 years.
Decarbonization : John Cockerill
Solar : Waree Energies + Oriana + K P Green
Wind : Oriana + K P Energy + Suzlon Energy
Bio diesel : Kotyark
Recycling : Eco Recyclying + Felix + Antony Waste management
Green Hydrogen : Waree Energies + Oriana
Lithium storage batteries : Waaree Technologies
No stock recommnedation 🙏
#RenewableEnergy
#GreenEnergy
#cleanenergy
#Biodiesel
#greenhydrogen
#solarepc | 5 949 |
| 19 | #TRIL Q4FY24 transcript - Many hints in 10 lines. #renewables #steel #export #GreenHydrogen #industrial transformers | 6 131 |
| 20 | 13 Major sector and beneficiaries of BJP Manifesto 🔥
1) Affordable housing (AH) -
-HUDCO
-Tata Steel, JSW Steel
-Ultratech
-Ambuja
-Housing finance NBFC's
2) Tourism
- Indian Hotels
- Indigo
- IRCTC
3) Railway infra
-APL Apollo
-JTL Infra
-Surya Roshni
-Hi tech pipes
4) EV
- Tata Motors
- Shriram finance (EV Financing)
5) Auto Parts
- Motherson Sumi
- Sonacoms
- Minda Ind
6) Mudra loan limit expansion
- Public sector banks
- Small Finance Banks
7) Working capital to MSME
- Shriram finance
- Mas finance
- Bajaj Finance
8) Natural gas
-GAIL
- IGL
- MGL
- GUJGAS
- IRM energy
- Adani Total gas
- Welspun Corp
- Maharashtra Seamless
- Ratnamani Metals
9) Increase crop MSP
- Escorts Kubota
- M&M
- MMFS
- Chola
- Shriram Finance
- Sundaram Finance
10) Har Ghar Jal Scheme
• Jindal Saw
- Welspun Corp
- Electrosteel Castings
- Hi-Tech
- JTL
- Surya roshni
- APL Apollo
11) Pharma (Research boost)
- Divis
- Syngene
- Suven
- Ami Organic (NR)
12) FMCG (rural recovery)
- Dabur
- Emami
- Bajaj Consumer
13) PM-eBus
- Ashok Leyland
- Tata Motors
- JBM Auto
- Olectra Greentech | 6 010 |
