NKS TRADING TRICKS
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| Mensajes | Vistas | Acciones | Ver dinámicas |
01 ✅https://youtu.be/FA-T_Cjhc0g | 1 687 | 2 | Loading... |
02 Full rain in Hyderabad | 2 406 | 0 | Loading... |
03 GOLDIAM STOCK
INVESTMENT PIC
EXPECTED RAISE UPTO 523 | 3 521 | 11 | Loading... |
04 PNC Infra shares tank 10% following CBI raid on company | 3 800 | 1 | Loading... |
05 Tata Technologies Limited:-
Tata Technologies accelerates Mitsubishi Electric India’s digital transformation journey with SAP S4/Hana Implementation, delivering enhanced operational efficiency
• Tata Technologies implemented advanced SAP S/4 Hana applications after mapping and reengineering business processes across business functions ensuring seamless integration.
• Tata Technologies reduced the implementation timeline by approx. 25% by leveraging accelerators and digital transformation solutions.
• The seamless implementation enabled end-to-end visibility and enhanced operational efficiency by approx. 15%. | 3 913 | 1 | Loading... |
06 Hardly 10 points risk | 4 012 | 1 | Loading... |
07 Good morning all | 4 452 | 0 | Loading... |
08 AHLUWALIA CONTRACT ORDER BOOK AS ON MAY 2024 : 11,180 CR
RECENTLY THEY WON ORDER : 2728 CR
TOTAL ORDERBOOK : 13,908 CR
FY24 SALES : 3855 CR
MARKET CAP : 8068 CR | 4 826 | 2 | Loading... |
09 ✅https://youtu.be/r3A2k8qmzJs | 4 646 | 2 | Loading... |
10 BTST:
CASH, FUTURE & OPTIONS | 4 802 | 0 | Loading... |
11 BTST: BUY TODAY & SELL TOMORROW, CASH, FUTURE AND CE OPTION, Risk involved, it's purely my view only, read disclaimer https://pric.app/7av2 | 4 789 | 5 | Loading... |
12 SUBRAHMANYAM JAISHANKAR LIKELY TO RETAIN EXTERNAL AFFAIRS MINISTER | 4 859 | 1 | Loading... |
13 I think market is waiting for INDIA FINANCE MINISTER POST | 4 979 | 4 | Loading... |
14 Rocking ...
7,000 profit
5 lots trade
Enjoy guys | 5 170 | 1 | Loading... |
15 https://cosmofeed.com/vig/65167579099af8001d87162c | 4 806 | 2 | Loading... |
16 🙂BIG DISCOUNT OFFER TODAY ONLY
COUPON CODE: FLAT20
NIFTY & BANKNIFTY OPTION TRADING CALLS
JOIN HERE👆 | 4 987 | 2 | Loading... |
17 UBS ON MGL
Reiterate Buy with unchanged price target of Rs1,600
• Remain positive on volume growth outlook
• To benefit from potential inclusion of natural gas in GST
• LNG in transportation could scale up in coming years
• Build in a conservative 6.6% volume CAGR over FY24-27E | 4 654 | 1 | Loading... |
18 NOMURA ON BIRLASOFT
Maintain Buy with a target price of Rs 860
Management Meet Key Takeaways:
• Demand environment remains challenging
• Margins likely to remain rangebound, with investments needed
• Will be on the lookout for potential M&A opportunities | 4 172 | 1 | Loading... |
19 JSW ENERGY, TORRENT POWER, ONGC : Submit non-binding bids to 760GW wind+power assets of Masdar Energy (UAE) in India - ET
Assets put on block by Italy's Enel Group
Proposed deal may have an enterprise value of Rs 4,100cr
Singapore's Sembcorp, Sekura Energy also in race | 3 616 | 0 | Loading... |
20 JPM on Asian Paints
Neutral, TP Rs 2870
Despite rising competitive intensity on sector, APNT is not unduly worried
Wider foray into affordable paints segment with Neo Bharat Latex is off to an encouraging start
Home décor foray is strategic & will help widen reach & brand loyalty | 3 389 | 0 | Loading... |
21 MACQUARIE ON ZOMATO
• Zomato is a Marquee Sell Idea
• Cut FY25-26E earnings by 5-8% on lower Blinkit margin guidance
• Blinkit's order frequency was lower than QCom peers'
• Stock pricing in 16-35% 10Y GOV CAGR in Food Delivery-QCom, or scaling to US$16-20bn, alongside fully optimised margins
• Raise FY26-27E by 1-6% on higher Passumed Blinkit MTU
• Lift our DCF-based PT by 4% to Rs 100.00 | 3 315 | 0 | Loading... |
22 ZENSAR ANALYST MEET KTA
• Management to focus on existing client farming and cross-selling services
• Management's goal is optimise EPS growth, rather than just focusing on revenue growth
• Goal is to deliver similar or higher-than- industry growth
• Incrementally focus on increasing the contribution from large deals and managed services
• Invested in building domain capabilities, particularly in the BFSI
• Management is looking to replicate the same strategy in other verticals
• Nuvama maintains 'HOLD' with an unchanged target price of ₹650 | 2 504 | 0 | Loading... |
23 MS on OMCs
Integrated margins are tracking 20-30% above midcycle & should lead to re-start of earnings upgrade cycle esp. into upcoming qtry earnings
Refining margins are recovering as well
Potential re-start of daily pricing mechanism provides multiple upside | 2 656 | 0 | Loading... |
24 MACQUARIE ON DELIVERY
• Tone down our constructive view on Delhivery
• Cut DCF-based target price by 18% to Rs460 (from Rs560)
• Bear Case Rs270 / Bull Case Rs880 contingent on Express Parcel volume
• Maintain outperform, Cut FY25e EPS to -Rs 2.99 from Rs 0.06 and FY26e EPS to -Rs 0.66 from Rs 4.23
. Factor in lower Express Parcel volume and reduced Service EBITDA margin
• Insourcing push from Delhivery's key customer Meesho (Valmo) has materially dented near-term visibility | 2 825 | 0 | Loading... |
25 *Jindal Saw:* Company has received reaffirmation in credit rating for non-convertible debentures of Rs 500 crore at CARE AA; Stable. (Neutral)
*IIFL Finance:* RBI appointed auditor concludes audit in IIFL Finance case. (Neutral)
*Inox Wind:* Company incorporates 4 wholly-owned subsidiaries (Neutral)
*Elgi Equipment:* Elgi USA in its Joint Venture G3 Industrial Solutions LLC, USA, was expected to be completed and closed by 31 May 2024. (Neutral)
*Uco Bank:* To hike MCLR on 3-month and 1-year tenures by 5 bps w.e.f. June 10 (Neutral)
*APL Apollo:* Company’s promoter entity pares 1% stake for Rs 485 cr (Neutral)
*Max Estate:* Corporate Guarantee provided to Max Square (a Subsidiary Company) upto Rs 400crs (Neutral)
*PTC India:* Net profit falls 30% to Rs 91 cr in Q4 | 2 732 | 0 | Loading... |
26 Media files | 2 518 | 1 | Loading... |
27 NR Constructions Ltd
LTP - ₹373.35, PE of 13.51x
3 years CAGR Sales - 23.51%
3 years CAGR PAT - 39.81%
Debt to equity < 0.50x with ICR - 11.28x
ROE & ROCE - 22%
Operating margin in FY24 grew by 400 Bps over previous year to 23.38%.
Revenue from operations during the Q4FY2024 has risen to ₹1,414 crore from ₹1,245 crore in Q4FY23.
Profit after tax of ₹341 crore in Q4FY2024, a stellar increase from ₹141 crore in Q4FY23, a 140% rise YOY and also 151% increase compared to the preceding quarter Dec 2023 net profit of ₹135 crore.
For the full year, revenues increased to ₹4,429 crore, a 9% improvement compared to ₹4,062 crore in FY23.
And net profit recorded ₹752 crore, reflecting a 71% growth compared to ₹439 crore in FY23.
During the March quarter, the company also received an award for water supply projects in 26 ULBs and sewerage projects in 4 ULBs under AMRUT 2.0, within the jurisdiction of Nalgonda and Khammam PH Divisions (Package–II). The letter of award was issued on March 12, 2024, with a project cost of ₹1,163 crore.
The company has diversified business spread across EPC (engineering, procurement and construction) services and engineering projects involving construction and maintenance of roads, highways, flyovers, bridges, irrigation and urban water infrastructure.
Order Book:
As of March 31, 2024, the company’s order book stood at around Cr, spread across EPC, Roads and HAM projects.
Management guidance on future expansion:
The company is actively seeking to participate in government’s Build Operate Transfer (BOT) toll projects and would be targeting EPC contracts from reputable clients and also would be focusing on projects that would need high engineering skills which the company has.
Future OB Guidance:
The company anticipates achieving an order book of ₹5,000 to ₹6,000 crores by FYE2025.
My personal view -
Its going to be very interesting to track this company and the overall road construction sector in Fy 2025
The FY2024 order inflows for several road construction companies were impacted by slower order award by NHAI.
For FY2024, HAM (Hybrid Annuity Model) and EPC (Engineering, Procurement and Construction) projects accounted for over 40 percent of the total projects (a length of around 2,500 km).
Road construction activities had gained good momentum in Q4 of FY2024.
NHAI had completed 6,644 km in 2024 against 4,882 km in FY2023.
(Not a recommendation. Please self analyze and carry out independent due diligence)
Shared by knowledgex via X | 3 440 | 1 | Loading... |
28 Media files | 3 360 | 0 | Loading... |
29 Good morning all | 3 735 | 0 | Loading... |
30 Disclaimer:
Whatever information shared in that there is no any intention behind and no any promotional information
Whatever shared is based on my limited knowledge
DONT BUY SELL based on My view or my information shared here
And Informational shared here is not for short term and one can study for long term | 4 226 | 3 | Loading... |
31 Companies Working For Indian Railways🚈🚃🛤🚝🚆🚉🚞🚟🚄🚂🚅
Shared by deepak via x | 4 013 | 15 | Loading... |
32 High Growth SME Companies Which Have Posted Excellent Results 🔥🤘
Shared by Deepak via X | 4 106 | 15 | Loading... |
33 Mega Theme For Next 10 Years: Defence & Aerospace Companies🚀🚀🚀These companies can be multibaggers 🔥🔥🔥
Shared by Deepak via X | 4 003 | 17 | Loading... |
34 TELENGANA BASED NAMES
MADHUCON PROJECTS, VISAKA INDUSTRIES, INFLAME APPLICANCES, NCL INDUSTRIES, TCI, TCI EXPRESS, POKARNA, VANTA BIOSCIENCE, SESHADARI INDUSTRIES | 3 941 | 9 | Loading... |
35 TELENGANA BASED NAMES
NAGARJUNA FERTILIZER, NAGARJUNE OIL, MOLDECK TECK, MOLDTECK PACKAGING, PRISM JOHNSON, RAIN INDUSTRIES, SANGHI INDUSTRIES, TANLA PLATFORMS, VST INDUSTRIES, VIJAYA DIAGNOSTIC, DODLA DIARY, SIGACHI, HIND FLURO, FILATEX FASHION, SAGAR SOFT, CONCORD DRUGS, | 3 925 | 9 | Loading... |
36 TELENGANA BASED NAMES
BALAXI PHARMA, APOLLO MICRO, BHARAT DYNAMICS, BHAGYANAGAR INDIA, APLHA GEO, CYIENT, CIGNITI TECH, DR REDDYS, GATI, GRANULES INDIA, GSS INFOTECH, GAYATRY HIGHWAY, SUNTV,HBL POWER, KELLTON TECH, MISHRA DHATU, NACL, NAVA BHARAT VENTURES, NAGARJUNA FERTILIZER | 3 782 | 9 | Loading... |
37 Others-TRANSPORT CORPORATION OF INDIA, AVANTEL, PREMIER EXPLOSIVES, ALKALI METALS, PENNAR INDUSTRIES
Minerals-NILE, NMDC
BFSI-ANDHRA BANK, SPANDANA SPOHOORTHY | 3 540 | 11 | Loading... |
38 Paper-ANDHRA PAPER
Petro-ANDHRA PETRO
Sugar-ANDHRA SUGAR
Textile-ADITYA SPINNERS, KALLAM TEXTILES, SURYAAMBA SPINNING MILLS
Pipes/Forgings-SRIKAHASTHI PIPES/NELCAST
Agri-COROMANDEL INTERNATIONAL, KAVERI SEED | 3 436 | 12 | Loading... |
39 Pharma-NATCO PHARMA, AUROBINDO PHARAMA, DIVIS LABS, ROOPA INDUSTRIES, GODAVARI DRUGS, LAURUS LABS, KREB BIOCHEMICAL (SOME HAS EXPOSURE IN HYDERABAD+TELENGANA), NEULAND LABS, SMS PHARMA, SUVEN LIFE+PHARMA, VIMTA LABS, GLAND PHARMA | 3 114 | 12 | Loading... |
40 Infra-NCC, VIRAT CRANE, CRANE INFRA, BGR ENERGY, VSF PROJECTS, PVV INFRA, KNR CONSTRUCTION, PITTI ENGINEERING, POWER MECH, LIKHITHA INFRA
Oil+Chemical-JOCIL, TGV SRAAC, ALUFLUORIDE
Auto-AMARA RAJA BATTERIES, OLECTRA GREENTECH | 3 255 | 13 | Loading... |
Photo unavailableShow in Telegram
GOLDIAM STOCK
INVESTMENT PIC
EXPECTED RAISE UPTO 523
👍 27⚡ 4🙏 4
Tata Technologies Limited:-
Tata Technologies accelerates Mitsubishi Electric India’s digital transformation journey with SAP S4/Hana Implementation, delivering enhanced operational efficiency
• Tata Technologies implemented advanced SAP S/4 Hana applications after mapping and reengineering business processes across business functions ensuring seamless integration.
• Tata Technologies reduced the implementation timeline by approx. 25% by leveraging accelerators and digital transformation solutions.
• The seamless implementation enabled end-to-end visibility and enhanced operational efficiency by approx. 15%.
👍 8
Photo unavailableShow in Telegram
AHLUWALIA CONTRACT ORDER BOOK AS ON MAY 2024 : 11,180 CR
RECENTLY THEY WON ORDER : 2728 CR
TOTAL ORDERBOOK : 13,908 CR
FY24 SALES : 3855 CR
MARKET CAP : 8068 CR
👍 7🔥 2❤ 1