Monetary Policy Committee Meeting - What to expect?
🔸 RBI is expected to keep benchmark Repo rate unchanged in its today's MPC meeting.
🔸 However, CRR cut is expected to ease off liquidity and elevated short term rates.
🔸 India’s Q2 GDP growth was below estimate and slowdown is broadbased.
🔸 MPC would have to revise its FY25 growth forecast significantly lower from 7.2% YoY as growth in H1 is only 6% now.
🔸 Even as higher inflation is a headwind to cut repo rate immediately, it should not impede RBI from giving forward guidance and providing an accommodative liquidity stance.
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🔸 A 50-bps cut in CRR would infuse liquidity of ~₹ 1.2 lakh crore in the banking system which will aid lenders in current scenario with constraints of liabilities accretion.
🔸 Thus, any cut in CRR is seen to remain positive for lenders.
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🔸 RBI is expected to keep benchmark Repo rate unchanged in its today's MPC meeting.
🔸 However, CRR cut is expected to ease off liquidity and elevated short term rates.
🔸 India’s Q2 GDP growth was below estimate and slowdown is broadbased.
🔸 MPC would have to revise its FY25 growth forecast significantly lower from 7.2% YoY as growth in H1 is only 6% now.
🔸 Even as higher inflation is a headwind to cut repo rate immediately, it should not impede RBI from giving forward guidance and providing an accommodative liquidity stance.
View
🔸 A 50-bps cut in CRR would infuse liquidity of ~₹ 1.2 lakh crore in the banking system which will aid lenders in current scenario with constraints of liabilities accretion.
🔸 Thus, any cut in CRR is seen to remain positive for lenders.
🩷 & 🔄 for better reach!
Disclaimer: http://bit.ly/full-disclaimer
🔸 Repo rate unchanged at 6.5% for the eleventh straight meeting.
🔸 Monetary policy stance maintained at ‘Neutral’.
🔸 Monetary policy stance maintained at ‘Neutral’.
⚡ Net FPI inflows stand at $9.3 bn supported by inflows in debt segment in current FY
⚡ To attract more capital flows, it has been decided to raise rates on FCNR (B) deposits for 1-3 years from ARR plus 250 bps to ARR plus 400 bps.
⚡ Fx retail platform is now proposed to be linked to BharatConnect platform, NCPI.
⚡ A new benchmark Secured overnight rupee rate to be introduced - based on all secured money market transactions.
⚡ A new program - Connect to Regulate - will be launched as part of Reserve Bank’s consultative approach in framing regulations.
⚡ Collateral free loans limit for small farmers to be increased from Rs 1.6 lakh to Rs 2 lakh.
⚡ Mulehunter.AI developed to help banks to deal with issue of mule accounts and reduce digital frauds.
⚡ Maruti Suzuki India Ltd plans to raise prices by upto 4% from January 2025.
Result Update - Zydus Lifesciences Limited (#ZYDUSLIFE)
🛒CMP: ₹ 986.50
⏳Duration: 12 months
🟢Target: ₹ 1150
⏫Potential upside: 18%
⭐Extended focus on niche / differentiated products…
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🛒CMP: ₹ 986.50
⏳Duration: 12 months
🟢Target: ₹ 1150
⏫Potential upside: 18%
⭐Extended focus on niche / differentiated products…
🩷 & 🔄 for better reach!
Disclaimer: http://bit.ly/full-disclaimer
Consistent Profit Growers 💹
🔸Companies with Accelerating Net Profit Growth for past 4 Quarters.
🔸Market Capitalization Between 20,000 Cr to 60,000 Cr.
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🔸Companies with Accelerating Net Profit Growth for past 4 Quarters.
🔸Market Capitalization Between 20,000 Cr to 60,000 Cr.
🩷 & 🔄 for better reach!
Disclaimer: bit.ly/full-disclaimer
Nifty Targets 25,200 Amid Breakouts
🔸 Nifty broke out of a five-week consolidation (24,500-23,300), ending at 24,650 (+2%) as RBI policy drove gains.
🔸 Breakout signals a move toward 25,200, with support at 24,000.
🔸 Bank Nifty’s breakout suggests it may soon challenge its all-time high 54,400.
🔸 Nifty Midcap and SmallCaps surged (+9% and +12%), with SmallCaps nearing its all-time high.
🔸 Market breadth improved, with 56% of Nifty 500 stocks above their 50-day SMA.
🔸 Domestic markets may rally, tracking global highs in DJIA and DAX.
🔸 BFSI, Infra, IT, and Pharma show strength, while Realty and Metals offer value buy.
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Disclaimer: http://bit.ly/full-disclaimer
🔸 Nifty broke out of a five-week consolidation (24,500-23,300), ending at 24,650 (+2%) as RBI policy drove gains.
🔸 Breakout signals a move toward 25,200, with support at 24,000.
🔸 Bank Nifty’s breakout suggests it may soon challenge its all-time high 54,400.
🔸 Nifty Midcap and SmallCaps surged (+9% and +12%), with SmallCaps nearing its all-time high.
🔸 Market breadth improved, with 56% of Nifty 500 stocks above their 50-day SMA.
🔸 Domestic markets may rally, tracking global highs in DJIA and DAX.
🔸 BFSI, Infra, IT, and Pharma show strength, while Realty and Metals offer value buy.
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Disclaimer: http://bit.ly/full-disclaimer
💼 Aster DM Health and QCIL Merge 💵
🔸 The merger creates one of India's top 3 hospital chains with combined revenue of ₹7,314 crore, EBITDA of ₹1,396 crore (~19% margin), bed capacity of 10,150, and ARPOB at ₹39,100.
🔸 Management anticipates 23-25% margins in 3-4 years, driven by operational improvements and greenfield/brownfield expansions.
🔸 Aster - 36.6x FY24 EV/EBITDA
🔸 QCIL - 25.2x FY24 EV/EBITDA
🔸 Combined Entity - 21x FY26 EV/EBITDA (EV ₹42,200 crore, assuming 20% EBITDA growth in 2 years).
🔸 Aster shareholders gain with improved RoCE, margins, and financial growth potential post-merger.
🔸 The current ARPOB of ₹39,100 is a significant discount to Pan-India hospitals. Improvements here could significantly enhance the financial performance.
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Disclaimer: http://bit.ly/full-disclaimer
🔸 The merger creates one of India's top 3 hospital chains with combined revenue of ₹7,314 crore, EBITDA of ₹1,396 crore (~19% margin), bed capacity of 10,150, and ARPOB at ₹39,100.
🔸 Management anticipates 23-25% margins in 3-4 years, driven by operational improvements and greenfield/brownfield expansions.
🔸 Aster - 36.6x FY24 EV/EBITDA
🔸 QCIL - 25.2x FY24 EV/EBITDA
🔸 Combined Entity - 21x FY26 EV/EBITDA (EV ₹42,200 crore, assuming 20% EBITDA growth in 2 years).
🔸 Aster shareholders gain with improved RoCE, margins, and financial growth potential post-merger.
🔸 The current ARPOB of ₹39,100 is a significant discount to Pan-India hospitals. Improvements here could significantly enhance the financial performance.
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The Defence Acquisition Council (DAC) has greenlit proposals worth over ₹21,772 crores, boosting domestic defence players. Let’s explore the details stock-wise in the below link! 👇
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🏠 Housing Sales Momentum Strong, Likely to Sustain
🔸 Housing sales across the top seven cities reached 2.3 lakh units (₹3.8 lakh crore) during Jan-Sep 2024, marking a 17% growth in volume and 9% in value compared to 2023 (1.96 lakh units, ₹3.49 lakh crore).
🔸 Mid-Segment (₹50 lakh–1 crore) -39% of sales.
Upper-Mid Segment (₹1–3 crore) - 35%, indicating rising premiumization.
🔸 By year-end, sales are expected to surpass 3 lakh units worth ₹5.1 lakh crore across 485 million sqft.
🔸 Strong momentum will likely continue, driven by anticipated rate cuts and robust new launches.
🔸 Top Stock Picks
• Brigade Enterprises - Diversified portfolio; Target Price - ₹1,450
• Mahindra Lifespace - 5 x sales in 5 years; Target Price - ₹610.
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Disclaimer: http://bit.ly/full-disclaimer
🔸 Housing sales across the top seven cities reached 2.3 lakh units (₹3.8 lakh crore) during Jan-Sep 2024, marking a 17% growth in volume and 9% in value compared to 2023 (1.96 lakh units, ₹3.49 lakh crore).
🔸 Mid-Segment (₹50 lakh–1 crore) -39% of sales.
Upper-Mid Segment (₹1–3 crore) - 35%, indicating rising premiumization.
🔸 By year-end, sales are expected to surpass 3 lakh units worth ₹5.1 lakh crore across 485 million sqft.
🔸 Strong momentum will likely continue, driven by anticipated rate cuts and robust new launches.
🔸 Top Stock Picks
• Brigade Enterprises - Diversified portfolio; Target Price - ₹1,450
• Mahindra Lifespace - 5 x sales in 5 years; Target Price - ₹610.
🩷 & 🔄 for better reach!
Disclaimer: http://bit.ly/full-disclaimer
🏦 RBI Monetary Policy update: All you need to know...
1️⃣ Key takeaways
2️⃣ Inflation Outlook
3️⃣ Growth Projections
4️⃣ Rationale for CRR Cut
5️⃣ Measures to Support Banks
6️⃣ Impact on the Banking Sector
7️⃣ Expectations of Rate Cut
8️⃣ Our View
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Disclaimer: http://bit.ly/full-disclaimer
1️⃣ Key takeaways
2️⃣ Inflation Outlook
3️⃣ Growth Projections
4️⃣ Rationale for CRR Cut
5️⃣ Measures to Support Banks
6️⃣ Impact on the Banking Sector
7️⃣ Expectations of Rate Cut
8️⃣ Our View
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Disclaimer: http://bit.ly/full-disclaimer
Imagine running the town's most aesthetic coffee shop. After a year of brewing success, it's time to measure profitability and performance.
How? By using EBITDA - a valuation metric! It assesses your coffee shop's value through financial performance, market position, and growth potential.
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Disclaimer: http://bit.ly/full-disclaimer
How? By using EBITDA - a valuation metric! It assesses your coffee shop's value through financial performance, market position, and growth potential.
🩷 & 🔄 for better reach!
Disclaimer: http://bit.ly/full-disclaimer
Nifty technical picture presents a mixed outlook for the intraday and short-term trends:
🔸 Intraday Trend: The market is consolidating, with support at 24,620–24,560 and resistance at 24,750–24,820.
🔸 Short-Term Trend: The trend remains upward, with support at 24,000 and resistance at 25,000, indicating positive momentum.
ScripsToWatch
🔸 Nifty
🔸 AxisBank
🔸 DLF
🔸 RVNL
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Disclaimer: http://bit.ly/full-disclaimer
🔸 Intraday Trend: The market is consolidating, with support at 24,620–24,560 and resistance at 24,750–24,820.
🔸 Short-Term Trend: The trend remains upward, with support at 24,000 and resistance at 25,000, indicating positive momentum.
ScripsToWatch
🔸 Nifty
🔸 AxisBank
🔸 DLF
🔸 RVNL
🩷 & 🔄 for better reach!
Disclaimer: http://bit.ly/full-disclaimer