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Publication analysis
| Posts | Views | Shares | Views dynamics |
01 📊 Tejas Network 1168 Up by 8%
#Update | 21 394 | 4 | Loading... |
02 📊 Praj Industries 551
#Goodafternoon | 23 022 | 2 | Loading... |
03 ———————————————————
Ashok Leyland CMP: ₹191
———————————————————
Pros:
* Record turnover, sales volume, EBITDA, and PAT
* Attractive Valuation (PE 21)
* Launched first-ever Electric Truck
* Expansion of network in North and East zones
* Dividend Yield
* EV Theme
* Technical Breakout
Cons:
* High Debt
* Risk of government policy changes
Let's learn and grow together.
#longterminvesting #Investing
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 23 788 | 15 | Loading... |
04 RBI cracks down on Kotak Mahindra Bank
- Stock Price down 10%
Remember this quote :
"The best thing that happens to us is when a great company gets into temporary trouble. ... We want to buy them when they're on the operating table."
- Warren Buffett | 49 833 | 27 | Loading... |
05 ———————————————————
Praj Industries CMP: ₹519
———————————————————
Pros:
* Order book: ₹3,950 Cr (Order book equivalent to 41% of Market Cap: ₹9,552 Cr)
* High RoE (23%) & RoCE (31%)
* 5 yr CAGR profit growth of 47%
* Venturing into high tech solutions (expanding its global presence in the USA & Brazil for 1G ethanol)
* Ethanol Demand
* Government's interest in Ethanol
* Institutional buying
* Profit Growth
* Debt-free
Cons:
* High liquidity
* Risk of government policy changes
Let's learn and grow together.
#longterminvesting #Investing | 49 735 | 26 | Loading... |
06 ➖➖➖➖➖➖➖➖➖➖
TEJAS NETWORKS CMP: 1,088
* Stock is up by 40% in the last 2 days
* Stock is up 142% since the first update(https://youtu.be/x1g2oID12kQ)
➖➖➖➖➖➖➖➖➖➖
I hope that after my so many repeated practical examples, you all understand the importance of :
* Business scope and growth potential of a company
* Importance of institutional buying
* Estimating future earnings growth
* Fundamental strength
* Buying at the bottom
Let’s learn together and grow.
#longterminvesting #Investing | 47 510 | 14 | Loading... |
07 Media files | 54 530 | 0 | Loading... |
08 The present market is slow.
Seems like the focus is on large caps
- Which have consolidated in the past 2-3 years
- Which are undervalued compared to earnings
- Which saw big corrections in the recent past
Few focus large caps could be (examples) :
- ITC
- Kotak Bank
- Bajaj Finance
- HDFC Bank
🚨Disclaimer: This is Not an investment recommendation or advice. Please consult your financial advisor before making any decision. | 49 892 | 13 | Loading... |
09 Media files | 52 917 | 3 | Loading... |
10 Tata Motors
Price fluctuating but potential fresh momentum expected after breaking all-time high.
———————
Growth Triggers:
EV Production Business
- Dominating with 75% market share in research and marketing
JLR (Jaguar Land Rover)
- Record revenue deliveries
- Strong free cash flow
- Impressive order book of 1.5L units
- Range Rover EV: 60k registrations in just 60 days!
Strategic Move
- Separate entities for Passenger Vehicles and Commercial Vehicles
- Promising future for the Passenger segment with models like Ace EV and a new plant for Tata Nexon
——————
Concerns:
Financials
- Low reserves and high debt
- But Tata Motors has started reducing its debt
Indian EV Policy Insights:
* Companies investing 5k Crore can set up EV plants
* With a favorable 15% import duty
Upcoming competition
- Tesla and BYD in the Indian EV market
Market Trend:
- India's preference growing for SUVs
- Mahindra holds a strong position compared to Tata
Disclaimer : This is not a investment advice or recommendation | 51 515 | 22 | Loading... |
11 https://youtu.be/XzoQsIrIIbg | 38 249 | 15 | Loading... |
12 When researching a small-cap company for investment:
📈 Start with Dividend Yields:
Check if the company is paying dividends.
📊 If Not Paying Dividends:
Look for Return on Equity (ROE) and Return on Capital Employed (ROCE).
💰 If ROE and ROCE Above 15%:
Proceed with further analysis.
💼 If ROE and ROCE Below 15%:
Check for Capital Expenditure (CAPEX).
🔨 If CAPEX Done:
Expect lower ROCE and ROE for a few years due to CAPEX.
🛑 If No CAPEX and Low ROE/ROCE:
If the company hasn't undertaken CAPEX and still has low ROE and ROCE, it may indicate underlying issues with profitability or efficiency.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 41 587 | 122 | Loading... |
13 Top 10 Stocks to watch Today
Infosys: On Thursday, April 18, Infosys reported a 30% YoY increase in its net profit for Q4FY24, at ₹7,975 crore, compared to a profit of ₹6,134 crore in Q4FY23. Its revenue for the quarter was ₹37,923 crore, marking a 1.3% YoY increase. In terms of constant currency (CC), the revenues remained unchanged YoY and saw a 2.2% decrease QoQ. Its operating margin at 20.1%, decreased 0.9% YoY and 0.4% QoQ.
Wipro: Wipro is projected to announce subdued earnings for the fourth quarter of FY24 due to a soft demand environment. The company is set to release its Q4 results on Friday, April 19. For Q4FY24, Wipro is anticipated to report a consolidated net profit of ₹2,746 crore, marking a modest growth of 1.92% from ₹2,694.2 crore in Q3FY24.
Bajaj Auto: The company reported an 18% increase in consolidated net profit in Q4FY24, at ₹2,011.43 crore, up from ₹1,704.74 crore in the same period last year. It reported a revenue of ₹11,249.8 crore for the January-March quarter, marking a 30% increase from ₹8,660 crore in the corresponding period last year. For the fiscal year ending on March 31, 2024, the company reported a 33% increase in net profit, reaching ₹7,479 crore, compared to ₹5,628 crore in the FY23 fiscal.
ICICI Securities: On Thursday, April 18, ICICI Securities reported a consolidated net profit of ₹536.5 crore for Q4FY24, compared to the ₹262.7 crore profit declared in Q4FY23.Its consolidated revenue increased 74.4% YoY, at ₹1,543.2 crore, from ₹884.8 crore posted in the corresponding period last year. The company's consolidated EBITDA increased over 96%, reaching ₹1,079.3 crore in Q4FY24, from ₹550 crore in Q4FY23.
Tata Motors: Tata Motors is poised to bolster its manufacturing capabilities with a proposed $1 billion investment in a new facility in Tamil Nadu, in the southern part of India. Insiders familiar with the company's strategy have disclosed that the plant will primarily focus on the production of luxury vehicles under the Jaguar Land Rover (JLR) brand, as reported by Reuters.
ITC: ITC Infotech, a fully-owned subsidiary of ITC, has signed a share purchase agreement to acquire a 100% stake in Blazeclan Technologies for ₹485 crore, as stated in an exchange filing on April 18. The transaction is expected to be finalized in the next 6-8 weeks, subject to the fulfillment of standard closing conditions, as per the filing.
Suzlon Energy: In an exchange filing today, Suzlon Energy announced that the Gujarat High Court has issued an ad interim stay against the ₹261 crore penalty levied by the National Faceless Assessment Centre, Income Tax Department, New Delhi, in March.
Rail Vikas Nigam Ltd: RVNL, as per an exchange filing, has entered into a memorandum of understanding (MoU) with Turkish Engineering Consulting and Contracting-TUMAS India Pvt Ltd. The agreement is aimed at fostering partnership and collaboration in public transportation and infrastructure projects within India.
Vodafone Idea: The company's follow-on public offer (FPO), the largest in India at ₹18,000 crore, kicked off on a high note on Thursday. On the first day of bidding, the issue saw a 26% subscription, primarily fueled by robust demand from qualified institutional buyers (QIBs).
Gokaldas Exports: The company has initiated its Qualified Institutional Placement (QIP) on Thursday, April 18, with an aim to raise up to ₹600 crore. Its floor price has been set at ₹789.99 per share. By raising funds from institutional investors, the company seeks to fortify its financial standing and seize growth opportunities in the vibrant textile industry, the company said in an exchange filing.
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14 #Tesla CEO #ElonMusk to meet startups, business leaders & Govt officials in India
⚡️Musk could announce an investment of $2-3 Billion, and interact with Space startups to discuss opportunities in Space sector.
- Tesla exploring factory locations in India due to US sales decline.
- Starlink, Musk's satellite internet venture, likely to get initial approvals.
- Musk to discuss content takedown orders on X, a social media platform he owns.
*Background:*
- Musk met PM Modi in June 2023, discussing investments in India.
- Tesla faces challenges like Chinese competition and US demand slump.
*India's Market:*
- High import taxes hinder Tesla's entry.
- Recent easing of regulations aims to attract foreign investment.
*Opportunities:*
- India's potential market growth as incomes rise.
- Electric vehicle sales expected to rise significantly by 2030.
Impact of Elon Musk’s visit announcement being felt already?
Ramkrishna Forgings have won an order to supply Power Train components to Tesla, today | 37 207 | 21 | Loading... |
15 Top 10 Stocks to watch Today
Ambuja Cements: On Wednesday, the Adani group announced that they have invested ₹8,339 crore into their cement subsidiary, Ambuja Cements, by fully subscribing to its warrants programme. This investment brings the total amount infused by the Adani family into the company to ₹20,000 crore, increasing their stake by an additional 3.6% to approximately 70.3%.
Bajaj Auto: The company is anticipated to post impressive earnings for the quarter ending March 2024, propelled by substantial volume growth, improved realisations, and a higher average selling price (ASP). The Q4 results for Bajaj Auto are set to be announced on April 18. Bajaj Auto's sales volume in Q4FY24 is projected to have risen by 24.6% to 10,68,576 units, up from 857,788 units in the same period last year.
Infosys: The company is slated to release its Q4FY24 financial results on April 18. Amid a backdrop of weak discretionary spending, Infosys is projected to report subdued figures for Q4FY24. While revenues are anticipated to see a sequential drop, the EBIT margin is likely to remain stable due to a series of weak growth.
Brigade Enterprises: The Bengaluru-based realty developer has reported a 46% year-on-year increase in its sales bookings, reaching a record ₹6,013 crore in FY24, driven by strong demand for its housing projects. The company's presales in the fourth quarter of FY24 amounted to ₹2,243 crore, marking the highest ever for a quarter.
Angel One: On Wednesday, April 17, fintech firm Angel One announced a 27.3% YoY increase in net profit, reaching ₹340 crore for the fourth quarter ending March 31, 2024, compared to a net profit of ₹267 crore in the same quarter last year. The company's operational revenue jumped by 64.3% to ₹1,357.2 crore, compared to ₹826 crore in the corresponding period of the previous fiscal year.
ICICI Lombard General Insurance: Non-life insurer ICICI Lombard announced on Wednesday, April 17, that its net profit for A4FY24, had increased by 19% YoY to ₹520 crore, compared to a net profit of ₹437 crore in Q4FY23. The company's gross direct premium income (GDPI) for FY24 was ₹24,776 crore, marking a 17.8% growth from ₹21,025 crore in FY23.
Tata Communications: On April 17, Tata Communications Limited announced a 1.5% decrease in its consolidated net profit, at ₹321.2 crore for the quarter ending March 31, 2024, compared to ₹326 crore net profit reported in Q4FY23. The company's operational revenue saw a significant increase of 24.6%, rising to ₹5,691.7 crore, from ₹4,568.7 crore Q4FY23.
Aditya Birla Capital: The Aditya Birla Group has launched a new app, developed at a cost of ₹100 crore, with the aim to nearly double its customer base in three years and keep up with the anticipated expansion of India's financial services industry. During its launch event on Tuesday, Kumar Mangalam Birla, the group's chairman, expressed confidence in the potential of Aditya Birla Capital, the conglomerate's financial services business.
Vodafone Idea: The company is raising ₹45,000 crore in equity and debt to meet various needs. However, its immediate focus is on settling the dues it owes to its vendors. The company owes ₹10,000 crore to vendors, including tower and network equipment providers.
Zee Entertainment Enterprises: The board of directors at Zee Entertainment Enterprises Ltd has approved a new organizational structure proposed by Punit Goenka, the company's managing director and CEO. Goenka, who will now directly oversee the domestic broadcast business, suggested capitalizing on synergies among the main business segments, which include broadcast, digital, movies, and music.
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16 https://youtu.be/68gd2uP2MoY | 40 256 | 43 | Loading... |
17 More than a hundred years have passed, yet not a single day goes by without negative news in the market. Globally and domestically, there's always some bad news prevailing.
Thinking of investing only during market stability isn't practical; it means sitting on cash and missing out on many opportunities.
*Investing Strategy*
As investors, focusing on a company's underlying business is crucial, regardless of short-term fluctuations in stock prices. Making significant profits in investing requires the courage to take the bets others fear.
*Common Beginner Mistakes*
- Buying only when stocks are rising, missing significant moves in the short term.
- Exiting stocks during consolidation phases.
- Tracking indexes closely and making decisions based on them.
- Becoming bearish when indexes fall and bullish when they rise.
- Buying stocks based on news from business channels or social media platforms.
- Only tracking stock prices, neglecting company results.
- Trusting others too easily, not by having conviction.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 48 657 | 43 | Loading... |
18 Top 10 Stocks to watch Today
Jio Financial Services: On April 15, Jio Financial Services announced its joint venture with US-based BlackRock to expand into wealth management and brokerage services in India. In a stock exchange filing, the financial institution announced a 50:50 joint venture dedicated to wealth management initiatives, which includes establishing a wealth management company and a subsequent brokerage firm in India.
Vodafone Idea: The company is optimistic about its ₹18,000-crore follow-on public offer (FPO) receiving full subscription, particularly from anchor investors. The company's CEO, Akshay Moondra said that the company plans to roll out 5G services within six to nine months after the FPO. This will involve fast-tracking orders for 5G equipment from vendors.
Cipla: On April 15, Cipla revealed that its wholly owned subsidiary, Cipla Health Limited (CHL), has entered into a business transfer agreement to acquire the distribution and marketing business of Ivia Beaute Private Limited's cosmetics and personal care sector. This includes Ivia's brands such as Astaberry, Ikin, and Bhimsaini that have a global reach.
Aster DM Healthcare: Aster DM Healthcare is planning to double its bed capacity to over 10,000 in the next three years. This expansion will be achieved through both acquisitions and organic growth, according to the company's CEO, Nitish Shetty, in an exclusive interview with Mint. Currently, the hospital chain has approximately 5,000 beds, an increase from 4,800 the previous year.
Asian Paints: On April 15, Asian Paints launched a new product, Neo Bharat Latex Paint, marking its entry into a novel paint category. This move was spurred by the sector's robust growth, fueled by increasing urbanization and rising disposable incomes, which has prompted existing market players to seize the burgeoning demand and increase their market share.
Reliance Infrastructure: The Mumbai division of the National Company Law Tribunal (NCLT) has concluded the corporate insolvency proceedings against Mumbai Metro One Pvt. Ltd, a subsidiary of Reliance Infrastructure, following a one-time settlement agreement between the company and its lenders, according to regulatory filings.
Tata Consultancy Services: TCS plans to recruit approximately 40,000 fresh graduates in the fiscal year 2025, matching the number hired the previous year, said CEO and MD K Krithivasan to Moneycontrol. This announcement comes amidst a period of declining headcount for the company, with three consecutive quarters of reduction. He added that the hiring of fresh graduates in FY25 would be on par with the previous year.
Mahindra & Mahindra: Mahindra Group has announced an investment of ₹1,200 crore for the development of a 150 MW solar and wind power project in India, stated Mahindra & Mahindra on April 15 in an excahnge filing. The project will be undertaken by Mahindra Susten, a subsidiary of the Mahindra Group, with Ontario, a global investor, serving as a strategic partner.
LIC, Hindustan Unilever: According to an exchange filing on April 15, the Life Insurance Corporation of India (LIC) has raised its stake in the FMCG giant Hindustan Unilever. The stake was increased from 4.99 percent to 5.01 percent. The filing disclosed that LIC has increased its shareholding in HUL from 11,74,63,555 to 11,77,18,555 Equity Shares, which is equivalent to an increase from 4.99% to 5.01% of the company's paid-up capital.
Container Corporation of India: CONCOR announced an annual growth of over 8% in the total physical volume it handled in FY24 in its provisional updates for the quarter and financial year ending March 31, 2024, released on Monday. It showed CONCOR handled 12,44,798 twenty-feet equivalent units (TEUs) in Q4FY24, a 11.24% QoQ increase.
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19 https://youtu.be/0E4VjeTUYs4 | 41 085 | 11 | Loading... |
20 Q4 Results Expected This Week
(April 15 - April 21)
April 15: GTPL Hathway, Atam Valves, Rajoo Engineers, Shekhawati Poly Yarn, Ontic Finserve, Sybly Industries, Hit Kit Global Solutions
April 16: CRISIL Den Networks, Shree Ram Proteins, SG Mart, Lotus Chocolate Company, Integra Essential
April 17: ICICI Lombard General Insurance Company, Tata Communications, Angel One, Just Dial, Hathway Cable and Datacom, Gretex Corporate, Hardcastle and Waud Manufacturing, DRA Consultants
April 18: Infosys, Bajaj Auto, HDFC Life Insurance Company, ICICI Securities, Network 18 Media & Investments, Mastek, Accelya Solutions India, Oriental Hotels, Reliance Industrial Infrastructure, Eimco Elecon (India), TV18 Broadcast, Swaraj Engines, Surana Solar, National Standard (India), RS Software, Shish Industries
April 19: Wipro, Jio Financial Services, Hindustan Zinc, HDFC Asset Management Company, Elecon Engineering Company, Sejal Glass
April 20: HDFC Bank, Alok Industries, Bhansali Engineering Polymers, Indian Bank
April 21: Persistent Systems | 47 976 | 32 | Loading... |
21 Top 10 Stocks to watch Today
Tata Consultancy Services: TCS kicked off the earnings season on a high, concluding FY24 with a March quarter that surpassed expectations. For Q4FY24, it posted a net revenue of $7.36 billion, marking a sequential increase of 1.1%, which aligns with analysts' growth predictions of up to 1.5%.
Vedanta: The company is looking to secure a funding of ₹3,900-4,000 crore from Power Finance Corp. The company has arranged a rupee term loan facility from the government-owned lender amounting to at least ₹3,918 crore, which could extend up to ₹4,000 crore, ACCording to two individuals familiar with the matter.
Ambuja Cements, ACC: The Adani group, which owns Ambuja Cements and ACC Ltd, aims to secure approximately one-fifth of the Indian cement market by FY28. Adani Cement plans to execute its expedited capex program using internal accruals, ensuring the business remains debt-free, as per an investor presentation by Ambuja Cements. Furthermore, Adani Cement is intensifying its capacity expansion pace and anticipates a growth rate of 16 per cent to achieve 140 MTPA (million tonnes per annum) by FY2028.
Glenmark Pharmaceuticals: The company is recalling 6,528 bottles of a high blood pressure treatment drug from the US market due to "failed dissolution specifications", as per the US FDA. The US health authority, in its recent Enforcement Report, stated that the US subsidiary of the Mumbai-based pharmaceutical firm is recalling a specific batch of Diltiazem Hydrochloride extended-release capsules.
Yes Bank: Japan's Mitsubishi UFJ Financial Group (MUFJ) and Sumitomo Mitsui Banking Corp. (SMBC) are looking to secure a majority stake in Yes Bank, as per four individuals privy to the matter. Another Middle Eastern firm has also expressed interest, three of the aforementioned individuals revealed.
DLF: The company has initiated the construction of its new shopping mall in Gurugram, spanning 26-27 lakh square feet. This project, costing approximately ₹2,200 crore, is part of DLF's expansion strategy in response to the resurgence of retail consumption following the COVID-19 pandemic.
Anand Rathi Wealth: The company reported a substantial year-on-year growth of nearly 33% in its net profit, reaching ₹56.6 crore for the quarter ending in March FY24, despite lackluster operating margins. The company's revenue from operations for the quarter also increased 29% to ₹184.3 crore, compared to the same quarter last year.
PVR Inox: The multiplex operator is expanding its presence in the South, aiming to enhance its operational efficiency during a challenging period for the cinema industry due to content scarcity and reduced occupancies. "The Southern market constitutes 33 percent of our portfolio, which is 588 out of 1,741 screens. 40 percent of the screens opening in FY25 will be in the South.
Aster DM Healthcare: The company has announced a special dividend of ₹118 per share. This announcement comes in the wake of the company receiving proceeds from the sale of its GCC business and the redemption of redeemable preference shares that were issued to the company by Affinity Holdings, which is a wholly owned significant subsidiary of the company.
Varun Beverages: The company has commenced the production of carbonated soft drinks and energy drinks at its facility in Gorakhpur, Uttar Pradesh, according to an exchange filing on April 13. As of December 31, 2023, the company boasts 40 state-of-the-art manufacturing facilities, with 34 in India and 6 abroad.
Shilpa Medicare: Shilpa Medicare Ltd, a manufacturer of Active Pharmaceutical Ingredients (API), has successfully raised ₹500 crore via a Qualified Institutional Placement (QIP), as per a filing on April 13. The company's board sanctioned the allocation of 1.09 crore equity shares, each with a face value of Re 1, to qualified institutional purchasers.
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22 Media files | 46 322 | 4 | Loading... |
23 Suzlon Undervalued or Overvalued ?
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24 https://youtu.be/U19bnKu7r2Y | 48 896 | 29 | Loading... |
25 Tata Group Stocks Index
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26 *Personal Finance Rules Explained💰*
1. *Rule of 72 (Double Your Money)*
- Divide 72 by the interest rate to know how many years it takes to double your money.
- Example: At 8% interest, it takes 9 years.
2. *Rule of 114 (Triple)*
- Divide 114 by the interest rate to know how many years it takes to triple your money.
- Example: At 12% interest, it takes 9.5 years.
3. *Rule of 144 (Quadruple)*
- Divide 144 by the interest rate to know how many years it takes to quadruple your money.
- Example: At 12% interest, it takes 12 years.
4. *Rule of 70 (Inflation)*
- Divide 70 by the current inflation rate to find out when your investment's value will halve.
- Example: At 7% inflation, your money's value halves in 10 years.
5. *50-30-20 Rule: Allocation*
- Allocate your income into:
- 50% for Needs (Groceries, rent, EMI).
- 30% for Wants (Entertainment, vacations).
- 20% for Savings (Equity, MFs, FD).
- Aim to save at least 20% of your income.
6. *3X Emergency Rule*
- Keep at least 3 times your monthly income in an emergency fund.
- Consider having around 6 times your monthly income for added security.
7. *40% EMI Rule*
- Ensure your EMIs don't exceed 40% of your income.
- Example: If you earn Rs. 50,000 per month, keep EMIs under Rs. 20,000.
8. *Life Insurance Rule*
- Maintain a life insurance sum assured equivalent to 20 times your annual income.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 55 322 | 342 | Loading... |
27 Top 10 Stocks to watch Today
TCS: The IT company is expected to present moderate figures for Q4FY24, driven by the acceleration of significant deal victories, despite the ongoing weakness in crucial international markets. The company will disclose its earnings for the March quarter on Friday, April 12. Industry experts estimate TCS's revenue growth to be in the lower single digits on a quarter-on-quarter (QoQ) basis in constant currency terms.
Vodafone Idea: The telecom major announced early Friday that it plans to initiate a Follow on Public Offer (FPO) of equity shares, aiming to raise up to ₹18,000 crore. The FPO is scheduled to commence next week. The FPO will be open for subscription from April 18 to April 22. Offers for anchor investors will be approved on April 16, as stated in the company's exchange filing.
Wipro: Wipro Ltd has announced the appointment of company veteran Malay Joshi as the chief executive officer of its largest and rapidly expanding market, Americas 1. Joshi will take over from the current CEO, Srinivas Pallia, who has been leading the unit since January 2021 until his recent promotion. Joshi, with nearly three decades of experience at the Bengaluru-based IT firm, will assume his new role immediately.
Tata Motors: On April 10, Tata Motors reported an impressive 8% rise in total global wholesales for the fourth quarter ending March 31, 2024, reaching 377,432 units, compared to the same period the previous year. The company's statement revealed that the global wholesales of its passenger vehicles, including electric vehicles, during Q4FY24 were at 155,651 units, representing a substantial 15% increase compared to Q4FY23.
Hindustan Unilever, Emami: The Calcutta High Court has issued a restraining order against Hindustan Unilever (HUL), prohibiting the use of the 'Glow & Handsome' mark for its men's care products. This follows a lawsuit filed by competitor Emami. HUL has been given a month to comply with the order, which was issued on April 9.
Larsen & Toubro: Edelweiss Alternatives-backed platform Infrastructure Yield Plus strategy has successfully acquired a 100% stake in L&T Infrastructure Development Projects Ltd (L&TIDPL), previously held by Larsen & Toubro (51%) and Canada Pension Plan Investment Board (CPP Investments) (49%).
Adani Total Gas: Adani TotalEnergies E-Mobility, a subsidiary of Adani Total Gas, and MG Motor India have entered into a Memorandum of Understanding (MoU) to enhance India's EV charging infrastructure. This joint initiative aims to develop charging solutions for electric vehicles (EVs) and offer value-added services to MG's EV customers across the country, thereby supporting the growth of India's rapidly evolving EV ecosystem.
Metropolis Healthcare: The medical diagnostics company on April 10 said it has delivered a 10% year-on-year increase in overall revenue. The core business revenue witnessed even stronger growth, surging by 15% compared to the previous year. Its Q4FY24 sales volume increased 8% year-on-and Revenue Per Patient (RPP) increased 7% YoY.
Computer Age Management Services: The mutual fund transfer agency announced to the stock exchanges on April 10 that it has been authorized by the Reserve Bank of India (RBI) to function as an online payment aggregator. The company had initially received an in-principle authorization from the RBI in February 2023, as per the company's statement.
Signature Global: The real estate company saw a 6% rise in its net debt to ₹1,160 crore in the last fiscal year, up from ₹1,090 crore in FY23. This increase was primarily due to land purchases for housing project development. The company announced on Sunday that its sales bookings had more than doubled to ₹7,270 crore in 2023-24, up from ₹3,430 crore in the previous fiscal year.
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28 https://youtu.be/IlJB4P-8YZs | 41 842 | 26 | Loading... |
29 📈 Result Season Special 📉
🔹 Stay Calm After Results:
- Don't react hastily to good or bad news.
- Avoid impulsive actions driven by excitement or fear.
🔹 Patience Pays Off:
- Look for optimal entry and exit points in the next three months after the results, you can find better option.
🔹 Hold onto Quality Stocks:
- Accumulate promising stocks steadily in every dip.
- When they start to climb, resist the temptation to sell too soon.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 44 203 | 43 | Loading... |
30 Some instances have been observed where people have allocated a large amount of funds to a single small-cap stock, which is now experiencing continuous decline.
This is a painful situation for investors and can be avoided
Here are some key points for investors:
- Never allocate more than 15% of your entire portfolio to any single stock.
- Avoid allocating funds without proper research.
- Pay attention to cash flow and Return on Equity (ROE).
- If investing in small-cap stocks, be cautious of stocks with a PE ratio above 20, especially if the market cap is less than 500 crores.
- Always read the annual report of the company to understand its growth plan.
These guidelines emphasize diversification, research, financial metrics, and understanding the growth strategy of the invested companies.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 43 716 | 55 | Loading... |
31 Top 10 Stocks to watch Today
Paytm: One97 Communications, parent company of Paytm, saw its UPI market share fall to 9 percent in March, as per NPCI data. This is the lowest it has been in the last four years. This downturn is linked to the regulatory constraints placed on its associate, Paytm Payments Bank Limited (PPBL), by the Reserve Bank of India (RBI).
Godrej Properties: The Real Estate Regulatory Authority in Gurugram has denied the extension application for the Godrej Air Phase 4 project, a group housing project being developed by Godrej Properties in Sector 85, Gurugram. The rejection was due to persistent non-compliance with the Real Estate (Regulations & Development) Act 2016.
RattanIndia Power: Ankur Mitra has stepped down from his role as the Chief Financial Officer (CFO) and key managerial personnel of the company, effective from April 9. On the same date, the board has named Manish Ratnakar Chitnis as the new CFO.
Aditya Birla Fashion and Retail: The company has established a new entity, Aditya Birla Lifestyle Brands to facilitate the proposed separation of the Madura Fashion and lifestyle businesses from the parent company, as announced earlier.
IndusInd Bank: IndusInd International Holdings (IIHL), the promoter of IndusInd Bank, has entered into a definitive agreement with Invesco India Asset Management to establish a joint venture. As part of this agreement, IIHL will secure a 60 percent stake in Invesco India Asset Management, while Invesco Limited will maintain a 40 percent stake in the newly created joint venture.
Protean eGov Technologies: The IT-enabled solutions company is reportedly preparing to initiate a Qualified Institutional Placement (QIP), according to informed sources. The QIP offering is set to include a base issue size of ₹170 crore along with a green shoe option of ₹75 crore, reported CNBC-TV18. Equirus has been selected as the banker for the transaction.
ICICI Lombard General Insurance, PB Fintech: On April 9, the general insurance company announced its strategic alliance with Policybazaar, a digital insurance platform. This collaboration aims to combine ICICI Lombard's diverse product portfolio with Policybazaar's extensive reach, to offer accessible insurance solutions to approximately 1 crore customers.
Lupin: The pharmaceutical firm has introduced its inaugural generic variant of Oracea (Doxycycline capsules, 40 mg) in the United States, following the receipt of approval from the United States Food and Drug Administration (US FDA).
Shyam Metalics and Energy: The metals manufacturing firm has revealed plans to set up a new facility for the production of stainless steel hot rolled coils (HRC) at its existing plant in Sambalpur, Odisha with an investment of ₹650 to ₹750 crore, the company said in an exchange filing on April 9.
Exide Industries: The battery manufacturer announced on Tuesday that it has purchased a 26% stake in Clean Max Arcadia Private Ltd for ₹5.34 crore. Exide disclosed in a regulatory filing that it has entered into an agreement to acquire this stake in Clean Max Arcadia, a Special Purpose Vehicle (SPV) established and promoted by Clean Max Enviro Energy Solutions Pvt Ltd for the production and supply of solar power, with an aim to become a captive consumer of solar power.
Patel Engineering: The Mumbai-based EPC firm anticipates that its order book will increase to approximately ₹25,000 crore in FY25, up from ₹19,134 crore as of December 2023 (Q3FY24), according to the company's CFO, Kavita Shirvaikar, reported Moneycontrol.
PB Fintech: On April 9, PB Fintech, the parent company of Policybazaar, a digital insurance platform, declared the setting up of its fully-owned subsidiary, PB Pay. The incorporation of PB Pay, established to operate as a payment aggregator, was approved by the promoter of PB Fintech last month, with a paid-up capital of ₹27 crore.
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32 Top 10 Stocks to watch Today
Axis Bank: Over six years after its entry into Axis Bank, US private equity giant Bain Capital is preparing for a full exit from the private sector lender. The firm plans to dilute its remaining stake and initiate a new block deal worth approximately $430 million, according to three informed sources. Entities associated with Bain Capital have launched the block deal, which is intended to be a clean-up trade, signifying Bain Capital's complete exit, one of the sources mentioned.
Tata Motors: On April 8, Tata Motors said that the retail sales of Jaguar Land Rover had risen by 11% YoY to 114,038 units in the fourth quarter of FY24, a surge attributed to increased production and consistent global demand. The company's exchange filing revealed that compared to the previous year, retail sales during the quarter increased by 32% in the UK, 21% in North America, and 16% overseas. However, sales in China decreased by 9%, and in Europe, it fell by 2%.
Gland Pharma: Two companies, Nicomac Machinery and RP Advisory Services, linked to Dr. Ravi Penmetsa, the ex-promoter of Gland Pharma, have initiated a block deal to sell a portion of their stake in the pharmaceutical company. The deal is valued at approximately $150 million, with an option to increase, according to three individuals familiar with the matter.
Prestige Group: In FY24, Prestige Group set an industry record by achieving home sales worth ₹21,040 crore, amidst a housing boom in India. The Bengaluru-based company announced on Monday that its sales in FY24 represented a 63% YoY increase, up from ₹12,931 crore in FY23. The achievement of over ₹20,000 crore in sales sets a new standard not just for Prestige Group, but for the entire real estate sector.
Dilip Buildcon: The company disclosed on Monday that it has been awarded a contract from the Haryana Rail Infrastructure Development Corporation Limited, involving the construction of railway lines in Haryana. The contract, valued at ₹1,092.46 crore, encompasses the design and construction of a 21.14 km railway line stretching from Prithla to Dhulawat in Haryana.
Lupin: Pharmaceutical company Lupin announced on Monday that it has secured approval from the US Food and Drug Administration (USFDA) to sell a generic drug designed to treat involuntary movements resulting from tardive dyskinesia. The firm stated that it has been authorized to market Valbenazine Capsules in dosages of 40 mg and 80 mg.
RBL Bank: Citigroup Global Markets Mauritius, a foreign investor, has acquired 66.97 lakh equity shares in RBL Bank. This purchase, made through open market transactions, represents 1.11 percent of the bank's total paid-up equity. The average price per share was ₹255.4, bringing the total transaction value to ₹171.04 crore.
Sula Vineyards: The wine producer announced on April 8 that it had achieved record-breaking revenue in both the March quarter and the FY24, with a YoY growth of 10% in each case, according to an exchange filing. The company's premium brands also saw robust performance, registering a 15% YoY growth in both the reported quarter and year.
Jana Small Finance Bank: On Monday, April 8, Jana Small Finance Bank announced the resignation of its Chief Operating Officer, Rajesh Rao, which will take effect from July 5, 2024. Rao, a Senior Management Personnel of the bank, submitted his resignation on April 8, 2024, expressing his intent to enroll in a part-time PhD program at XLRI, Jamshedpur.
Shilpa Medicare: The company's board has given the green light for the Qualified Institutional Placement (QIP) of the company's equity shares to raise up to ₹500 crore. The floor price for the QIP has been established at ₹477.33 per share, while the issue would opened on April 8.
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34 #SUBROS #HAVELLS #AMBER #VOLTAS
*Summer Forecast Brings Focus onto AC Stocks*
Investors are eyeing air conditioner manufacturers as the summer heat forecasts predict a surge in sales. Shares of AC companies have already climbed up to 15% in the first week of April, and analysts anticipate further growth despite high valuations.
*Market Movement:*
- Johnson Controls-Hitachi Air Conditioning surged 15.82% in the last five days.
- Voltas and Blue Star rose by 8.82% and 5.59% respectively.
- Whirlpool of India and Amber Enterprises gained 9.88% and 0.33% respectively.
- The benchmark Nifty remained almost flat during the same period.
*Weather Impact:*
The India Meteorological Department (IMD) has forecasted higher-than-normal heatwaves for April to June, boosting the demand for air conditioners.
*Analysts' Views:*
- Deepak Jasani from HDFC Securities anticipates strong heatwaves to drive last-minute AC purchases, further uplifting stock prices.
- Siddhesh Mehta, a research analyst at Samco Securities, predicts a short-term uptrend of up to 15% in AC stocks.
- Companies like Voltas and Blue Star traditionally perform well in the March and June quarters due to increased demand.
*Short-Term Perspective:*
Analysts suggest a trading call on AC stocks for 2-3 months, with further gains of 8-12% expected from current levels.
- While there is potential for further upmove, the pace might not be as sharp as seen in recent months.
- Expectations are for a slowdown in sales post-monsoon, indicating a seasonal trend in AC stock performance.
-Despite high valuations, the surge in AC stocks is expected to continue in the short term, driven by the anticipation of a scorching summer and increased demand for cooling solutions.
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36 🚀 New Record on Dalal Street :
India's market cap surpasses ₹400 lakh crore, marking a significant milestone.
📈 Rapid Growth :
The market cap of all listed stocks on BSE reached ₹400 Lakh Crore from ₹300 Lakh Crore in just 9 months.
📊 India's market cap crossed ₹50 lakh crore in 2007,
₹100 lakh crore in 2014, and
₹200 lakh crore in February 2021.
📈 PSU stocks have been top performers, doubling in value in the past 12 months due to government initiatives and investor confidence.
📈 Small and midcap stocks witnessed substantial gains, with Nifty Microcap 250 index rallying nearly 93%, Nifty Smallcap100 80%, and Nifty Midcap100 66%.
📊 Expert Insights :
Experts suggest that changing macroeconomic expectations and global market conditions will continue to support India's equity markets.
📅 Future Triggers:
Market performance will be influenced by central bank rate actions, election outcomes, and corporate earnings.
💹 GDP Outlook :
India's GDP is projected to exceed $4 trillion in FY25/26 and $8 trillion by FY34, indicating sustained economic growth.
📈 Retail Participation :
Domestic retail investors have surged, with demat accounts reaching 151 million in March 2024 from 36 million in March 2019.
Retail investors shifting their savings to equities contributed to this growth, with BSE's market cap increasing by ₹100 Lakh Crore.
India mkt cap~400 lac crore
FII holdings ~64 lac cr
FII ownership ~16% lowest since 2008
Despite FII reducing India stake for 3 yrs, mkts made a new high.
Power of Retail Participation
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37 Top 10 Stocks to watch Today
Wipro: Thierry Delaporte, the CEO and MD of Wipro, has stepped down from his role, as announced in a regulatory filing by the company on April 6. His term as CEO was originally set to conclude in July 2025, but it was prematurely ended with his resignation announced late on Saturday. Delaporte will be officially relieved of his CEO duties from May 31, 2024.
Larsen and Toubro: L&T Defence, the defence equipment arm of Larsen and Toubro, plans to expand into the production of non-military equipment and infrastructure. This strategy aims to optimize the use of its assets while the company anticipates securing larger defence contracts.
Adani Green Energy: The company has announced plans to invest approximately ₹1.5 trillion by 2030 to establish the world's largest renewable energy plant at the Khavda renewable energy park in Gujarat. This plant, with a capacity of 30 gigawatts, was revealed by the company's head, Vneet Jaain, during a media interaction on Saturday.
Vodafone Idea: The board of Vodafone Idea has given the green light for the allocation of shares valued at ₹2,075 crore to Oriana Investments Pte. Ltd, an Aditya Birla group entity, on a preferential basis. The shares will be issued at ₹14.87 each, which is higher than the closing price of ₹13.36 on the BSE on Friday.
JSW Energy: JSW Energy has successfully concluded its Qualified Institutions Placement (QIP) worth ₹5,000 crore, attracting significant interest from prominent global long-only investors, domestic mutual funds, and insurance companies, as stated in an exchange filing on April 5.
Indiabulls Real Estate: Indiabulls Real Estate announced on Friday that its board has sanctioned a fundraise of ₹3,911 crore via the issue of shares and warrants to investors, which include the Blackstone Group and the Embassy Group. The global investment firm Blackstone will contribute ₹1,235 crore, while the Embassy Group, based in Bengaluru, will inject ₹1,160 crore.
Info Edge: On April 7, Info Edge disclosed its Q4 business update for FY24. The firm witnessed a 5.48% YoY increase in its standalone billings for Q4 FY24, amounting to ₹2,495.9 crore, a rise from ₹2,366.3 crore during the same period the previous year.
Titan: The company reported a 17 percent year-on-year (YoY) increase in revenue for the fourth quarter of FY24, according to a preliminary update released on April 5. During this quarter, the company expanded its retail presence by adding 86 new stores, bringing the total number of outlets across the country to 3,035.
Adani Wilmar: The company reported a double-digit expansion in its edible oil and food business sectors, driven by an increase in retail involvement and a focus on under-indexed markets in the quarter ending March 31, according to a preliminary update released on April 5.
Zee Entertainment and Enterprises: On April 5, ZEEL announced that its Managing Director and CEO, Punit Goenka, has proposed a lean and efficient management structure to the board. This proposal aligns with his strategic plan aimed at achieving the company's targeted objectives.
Cochin Shipyard: On April 6, Cochin Shipyard announced its signing of the Master Shipyard Repair Agreement (MSRA) with the United States Navy. The company qualified for the MSRA following a comprehensive evaluation and capability assessment by the US Navy's Military Sealift Command, as stated in a regulatory filing.
United Breweries: The company disclosed on Friday, April 5, that the Maharashtra State Goods & Service Tax (GST) Department has levied a tax demand of ₹263.72 crore on it. As per a regulatory disclosure, the GST department issued an order imposing an extra tax of ₹119.8 crore, interest of ₹115 crore, and a penalty of ₹28.8 crore, totaling ₹263.7 crore for the fiscal year 2020.
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39 1st Monetary Policy of FY25 Highlights
MPC Decision:
- Vote: 5:1 majority
- Action: Maintaining rates at current levels
- Focus: Shifting towards withdrawal of accommodation
Key Rates:
- Policy Repo Rate: 6.50%
- Standing Deposit Facility Rate: 6.25%
- Marginal Standing Facility Rate: 6.75%
- Bank Rate: 6.75%
- Fixed Reverse Repo Rate: 3.35%
Statutory Requirements:
- CRR (Cash Reserve Ratio): 4.50%
- SLR (Statutory Liquidity Ratio): 18.00%
Other Notable Points:
- RBI Anniversary: Celebrated 90 years
- Resilience: Faced numerous challenges, remained at the forefront
RBI may commence repo rate cuts from October, It will wait to see monsoon status this year, then will take decision.
Overall it is expected that low interest rates scenario will start from this year ultimately positive for stock market.
#RBIMPC #RBI #rbipolicy | 53 077 | 12 | Loading... |
40 After reduction in lot size
Another news from NSE
NSE to launch 4 new indices from April 8, 2024.
The new indices are:
1. Nifty Tata Group
2. Nifty 500 Multicap India Manufacturing
3. Nifty 500 Multicap Infrastructure
4. Nifty MidSmall Healthcare
A new milestone in the market as Nifty Tata Group Index gets introduced for both CM and F&O markets. With an impressive 1-year return of 64%, this index promises exciting opportunities.
Disclaimer : This is not an investment advice and this is not an investment recommendation. | 56 177 | 112 | Loading... |
———————————————————
Ashok Leyland CMP: ₹191
———————————————————
Pros:
* Record turnover, sales volume, EBITDA, and PAT
* Attractive Valuation (PE 21)
* Launched first-ever Electric Truck
* Expansion of network in North and East zones
* Dividend Yield
* EV Theme
* Technical Breakout
Cons:
* High Debt
* Risk of government policy changes
Let's learn and grow together.
#longterminvesting #Investing
Disclaimer : This is not an investment advice and this is not an investment recommendation.
👍 166👎 4
RBI cracks down on Kotak Mahindra Bank
- Stock Price down 10%
Remember this quote :
"The best thing that happens to us is when a great company gets into temporary trouble. ... We want to buy them when they're on the operating table."
- Warren Buffett
👍 473👎 31
———————————————————
Praj Industries CMP: ₹519
———————————————————
Pros:
* Order book: ₹3,950 Cr (Order book equivalent to 41% of Market Cap: ₹9,552 Cr)
* High RoE (23%) & RoCE (31%)
* 5 yr CAGR profit growth of 47%
* Venturing into high tech solutions (expanding its global presence in the USA & Brazil for 1G ethanol)
* Ethanol Demand
* Government's interest in Ethanol
* Institutional buying
* Profit Growth
* Debt-free
Cons:
* High liquidity
* Risk of government policy changes
Let's learn and grow together.
#longterminvesting #Investing
👍 300👎 8
➖➖➖➖➖➖➖➖➖➖
TEJAS NETWORKS CMP: 1,088
* Stock is up by 40% in the last 2 days
* Stock is up 142% since the first update(https://youtu.be/x1g2oID12kQ)
➖➖➖➖➖➖➖➖➖➖
I hope that after my so many repeated practical examples, you all understand the importance of :
* Business scope and growth potential of a company
* Importance of institutional buying
* Estimating future earnings growth
* Fundamental strength
* Buying at the bottom
Let’s learn together and grow.
#longterminvesting #Investing
👍 290🔥 30👎 7
Market Pulse:
Which large-cap stock do you think has more potential in the next 1-2 years?Anonymous voting
- ITC
- Kotak Bank
- Bajaj Finance
- HDFC Bank
- None of the above
👍 296🔥 27👎 12
The present market is slow.
Seems like the focus is on large caps
- Which have consolidated in the past 2-3 years
- Which are undervalued compared to earnings
- Which saw big corrections in the recent past
Few focus large caps could be (examples) :
- ITC
- Kotak Bank
- Bajaj Finance
- HDFC Bank
🚨Disclaimer: This is Not an investment recommendation or advice. Please consult your financial advisor before making any decision.
👍 141🔥 11
Market Pulse:
What is your long-term opinion on Tata Motors?Anonymous voting
- I am BULLISH
- I am BERISH
- I have no OPINION
👍 200🔥 12
Photo unavailableShow in Telegram
Tata Motors
Price fluctuating but potential fresh momentum expected after breaking all-time high.
———————
Growth Triggers:
EV Production Business
- Dominating with 75% market share in research and marketing
JLR (Jaguar Land Rover)
- Record revenue deliveries
- Strong free cash flow
- Impressive order book of 1.5L units
- Range Rover EV: 60k registrations in just 60 days!
Strategic Move
- Separate entities for Passenger Vehicles and Commercial Vehicles
- Promising future for the Passenger segment with models like Ace EV and a new plant for Tata Nexon
——————
Concerns:
Financials
- Low reserves and high debt
- But Tata Motors has started reducing its debt
Indian EV Policy Insights:
* Companies investing 5k Crore can set up EV plants
* With a favorable 15% import duty
Upcoming competition
- Tesla and BYD in the Indian EV market
Market Trend:
- India's preference growing for SUVs
- Mahindra holds a strong position compared to Tata
Disclaimer : This is not a investment advice or recommendation
👍 157🔥 14👎 4