Digital Marketing Platforms (11%), 40. Medical Devices (12.2%). e) Bioinformatics (14%), 42. eSports (15%). 43. Virtual Assistants (26%), 44. Electric Aviation (11%), 45. 3D Printing (20%), 46. Digital Twins (38.1%), 47. Predictive Analytics (15.49%), 48, Wearables (17%), 49. Synthetic Biology (22%). 50. Al-driven Customer Support (18.5%). Each sector highlights robust trends for growth and innovation.
➤ Interesting December Trends: As per market veterans. December sell-offs are a recurring pattern. with Nifty showing sharp declines annually: a) 13th-17th Dec 2024:-400 points (3) sessions). b) 20th-21st Dec 2023:-613 points (2 sessions). c) 21st-23rd Dec 2022:-694 points (3 sessions) d) 13th-20th Dec 2021:-1230 points (6 sessions). e) 18th-21st Dec 2020:-641 points (2 sessions). Investors are advised to accumulate fundamentally strong stocks in phases during such dips with a view to book partial profits in Jan-Feb 2025. Focus on agro, pesticides, defence. export-oriented, conveyor belting, infra realty, and railway-related stocks to benefit from pre-and post-budget rallies. Avoid speculation and invest wisely for wealth creation.
➤ Important Update on Revision of Lot Sizes: Revised Market Lot Sizes & Effective Dates: NIFTY: 2575 (Effective: Dec 26) BANKNIFTY: 1530 (Effective: Dec 24) SENSEX: 1020 (Effective: Dec 27). Align your positions with the revised lot sizes or square off your positions before the revision date. Positions not aligned with revised lot sizes will be squared off at market prices, on a best-effort basis, one trading day before the revision date. Failure to comply may result in compulsory holding till expiry of the contract. Starting Dec 20, 2024, odd lot quantities will attract an additional 5% margin.
Cambridge Technologies focuses on Al, Data Analytics, and Cloud, serving top clients like Colgate and Oracle. At Rs.105, it shows multibagger potential with recent strategic hires.
Enviro Infra, in wastewater recycling, posted strong results and expects 30%+ growth, aligning with the water theme.
Sarthak Metals, a key supplier to JSW and Tata Steel, corrected to Rs.175 from Rs.450, offering a contra metal play.
Rising egg demand boosts SKM Eggs, trading at Rs.260 [52w high: Rs.424), after securing a Tamil Nadu tender for 28 cr. eggs.
RSWM. India's largest knitted yarn maker, benefits from Bangladesh closures as peers hit 52w highs.
Ashapuri Gold, a Titan subcontractor, trades at Rs.300 cr. Meap with multibagger potential amid booming wedding demand.
Vikas Ecotech, was recognized among the Top 75 Innovative Companies at the CII Industrial Innovation Awards 2024, with its Specialty Compounds division targeting Rs.50 cr. by Q4FY25.
➤ Vikas Lifecare partners with DRDO's ASL to develop biodegradable plastic granules offering sustainable alternatives to single-use polyethylene bags.
➤ PC Jeweller executed a 1:10 stock split, set December 16th as the record date, and allotted shares to lenders for partial debt settlement.
Standard Capital Markets raised Rs.130 cr. of its Rs.500 cr. NCD issue, deploying funds for operational expansion.
➤ Blue Cloud Softech completed a $150.000 AloT, project in the US, featuring its Al-enabled media
platform. BLURA.
➤ Hazoor Multi Projects allotted 22.22,220 shares to West Midlands Ventures upon warrant conversion.
➤ Mercury EV Tech approves 60%-owned subsidiary for container manufacturing, named Global Mercury Container.
Cellecor. Gadgets partners with EPACK Durable to boost its air conditioner portfolio with advanced manufacturing expertise.
Servotech Renewable Power Systems partnered with Germany-based LESSzwei for solar- powered EV charging infrastructure for urban micromobility
Sudarshan Pharma approves the allotment of 9 lakh convertible warrants to promoters at Rs.169.83 each.
Hardwyn India set 27 Dec 2024 as the record date for its 2:5 bonus issue of equity shares.
Vakrangee partnered with Canara Bank to offer banking services through its Kendra networks: the board will discuss fundraising on 21 December 2024.
➤ Interesting December Trends: As per market veterans. December sell-offs are a recurring pattern. with Nifty showing sharp declines annually: a) 13th-17th Dec 2024:-400 points (3) sessions). b) 20th-21st Dec 2023:-613 points (2 sessions). c) 21st-23rd Dec 2022:-694 points (3 sessions) d) 13th-20th Dec 2021:-1230 points (6 sessions). e) 18th-21st Dec 2020:-641 points (2 sessions). Investors are advised to accumulate fundamentally strong stocks in phases during such dips with a view to book partial profits in Jan-Feb 2025. Focus on agro, pesticides, defence. export-oriented, conveyor belting, infra realty, and railway-related stocks to benefit from pre-and post-budget rallies. Avoid speculation and invest wisely for wealth creation.
➤ Important Update on Revision of Lot Sizes: Revised Market Lot Sizes & Effective Dates: NIFTY: 2575 (Effective: Dec 26) BANKNIFTY: 1530 (Effective: Dec 24) SENSEX: 1020 (Effective: Dec 27). Align your positions with the revised lot sizes or square off your positions before the revision date. Positions not aligned with revised lot sizes will be squared off at market prices, on a best-effort basis, one trading day before the revision date. Failure to comply may result in compulsory holding till expiry of the contract. Starting Dec 20, 2024, odd lot quantities will attract an additional 5% margin.
Cambridge Technologies focuses on Al, Data Analytics, and Cloud, serving top clients like Colgate and Oracle. At Rs.105, it shows multibagger potential with recent strategic hires.
Enviro Infra, in wastewater recycling, posted strong results and expects 30%+ growth, aligning with the water theme.
Sarthak Metals, a key supplier to JSW and Tata Steel, corrected to Rs.175 from Rs.450, offering a contra metal play.
Rising egg demand boosts SKM Eggs, trading at Rs.260 [52w high: Rs.424), after securing a Tamil Nadu tender for 28 cr. eggs.
RSWM. India's largest knitted yarn maker, benefits from Bangladesh closures as peers hit 52w highs.
Ashapuri Gold, a Titan subcontractor, trades at Rs.300 cr. Meap with multibagger potential amid booming wedding demand.
Vikas Ecotech, was recognized among the Top 75 Innovative Companies at the CII Industrial Innovation Awards 2024, with its Specialty Compounds division targeting Rs.50 cr. by Q4FY25.
➤ Vikas Lifecare partners with DRDO's ASL to develop biodegradable plastic granules offering sustainable alternatives to single-use polyethylene bags.
➤ PC Jeweller executed a 1:10 stock split, set December 16th as the record date, and allotted shares to lenders for partial debt settlement.
Standard Capital Markets raised Rs.130 cr. of its Rs.500 cr. NCD issue, deploying funds for operational expansion.
➤ Blue Cloud Softech completed a $150.000 AloT, project in the US, featuring its Al-enabled media
platform. BLURA.
➤ Hazoor Multi Projects allotted 22.22,220 shares to West Midlands Ventures upon warrant conversion.
➤ Mercury EV Tech approves 60%-owned subsidiary for container manufacturing, named Global Mercury Container.
Cellecor. Gadgets partners with EPACK Durable to boost its air conditioner portfolio with advanced manufacturing expertise.
Servotech Renewable Power Systems partnered with Germany-based LESSzwei for solar- powered EV charging infrastructure for urban micromobility
Sudarshan Pharma approves the allotment of 9 lakh convertible warrants to promoters at Rs.169.83 each.
Hardwyn India set 27 Dec 2024 as the record date for its 2:5 bonus issue of equity shares.
Vakrangee partnered with Canara Bank to offer banking services through its Kendra networks: the board will discuss fundraising on 21 December 2024.
Paisalo Digital allotted commercial papers worth Rs.29.20 cr. to IDBI Bank: promoters released/revoked pledges on 18.75,000 shares.
Vishal Fabrics is poised for growth amid the shift from Bangladesh to India as a robust textile manufacturing hub.
Sumit Woods signs Rs. 500 cr. redevelopment project near Siddhivinayak Temple, offering premium 3 and 4 BHK apartments.
Dev Information Technology allotted 49,414 ESOP shares, raising its paid-up capital to Rs. 11.27 cr.
AVP Infracon, via 90% stake in Kapthan Blue Metals, acquired 23 acres in Tirupur for Rs. 13.18 cr. to set up a Rs. 17 cr. crusher unit.
Kaushalya Logistics is expanding cement logistics with new JK Cement depots in Uttar Pradesh and operations in Haryana for Adani Cement.
Emerald Finance partners with Alfas Wheel Deal to launch an Early-Wage-Access program for employee salary advances.
Digikore Studios' iMadeASong.com attracted 10,000 users and 2.000+ subscribers in its first week post-launch.
Sky Gold issues 13.18 cr. bonus shares in a 9:1 ratio, raising its paid-up capital to Rs. 146.54 cr.
➤ Afcom Holdings expanded its operations with Taylor Logistics, covering additional capacity and new destinations through dry lease aircraft.
➤ Manaksia Coated Metals called an EGM to approve issuing up to 2.07 cr. fully convertible warrants to promoters and public investors.
➤ AVG Logistics allotted 1.4 lakh equity shares, raising Rs. 2.33 cr. through warrant conversion at Rs. 166.95 per share.
➤ Veerhealth Care launches AYUVEER for hospital care, investing Rs. 1 cr. with expected monthly revenue growth of Rs. 50 lakh.
➤ MobiKwik provides digital wallets, BNPL and payment services leveraging DPI tools like Aadhaar and DigiLocker and is well-positioned to grow with India's digital transaction surge.
➤ Aartech Solonics is a defence and power microcap with record orders and Army recognition for its AAPM innovation with promoter stake rise signaling strong growth potential.
➤ Rudra Global Infra operates in TMT manufacturing and plans Rs. 190 cr. capex for solar and wind projects targeting Rs.1000 cr. turnover with multibagger potential.
➤ Univastu India posted strong Q2 numbers with sales up 73% and PAT doubling driven by recent orders and an infra boom making it a promising counter.
➤ Reliance Power achieved zero debt at Rosa Power, prepaid Rs. 485cr. and secures a 930 MW SECI order strengthening its position in India's booming power sector.
➤ Gujarat State Fertilizers holds 6.84% (Rs. 2380 cr.) in Gujarat Gas. It posted Q2 EPS of Rs.7.5 and H1 EPS of Rs.9.7, which may lead to FY25 EPS of Rs.20+. Retain this share.
➤ Agarwal Industrial Corporation posted 32% higher H1 EPS of Rs.38.4, which may lead to FY25 EPS of Rs.85+. It trades at a P/E of 15.6x v/s industry average P/E of 22x.
➤ Western Carriers (India), a rail-focused 4PL logistics firm with FY24 sales of Rs. 1691 cr., shows bright prospects.
➤ PNC Infratech, holds Rs. 19,900 cr. in outstanding orders and posted H1 EPS of Rs.25.7, which may lead to FY25 EPS of Rs.45+. It trades at a P/E of 7.4x v/s industry average P/E of 39x.
➤ Bank of Baroda posted 14% higher H1 EPS of Rs.19.5, which may lead to FY25 EPS of Rs.41. It trades at a P/E of 5.9x v/s industry average P/E of 8.9x for the PSU banks.
➤ General Insurance posted Q2 EPS of Rs. 10.6, which may lead FY25 EPS of Rs. 45. It trades at a P/E of 9.8x vs. industry average P/E of 22x. Its medium-term prospects look strong.
➤ Zero-debt Just Dial posted 90% higher H1 EPS of Rs.34.7, which may lead to FY25 EPS of Rs.75+. Cash and investments stood at Rs. 4.940 cr.. signaling bright long-term prospects.
➤ Zero-debt Coral Laboratories posted 93% higher H1 EPS of Rs.42, which may lead to FY25 EPS of Rs. 70+. It trades at a forward P/E of 10.7x v/s industry average P/E of 33
➤ IIFL Capital posted 111% higher H1 EPS of Rs.12.6, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x v/s industry average P/E of 21.7x.
Vishal Fabrics is poised for growth amid the shift from Bangladesh to India as a robust textile manufacturing hub.
Sumit Woods signs Rs. 500 cr. redevelopment project near Siddhivinayak Temple, offering premium 3 and 4 BHK apartments.
Dev Information Technology allotted 49,414 ESOP shares, raising its paid-up capital to Rs. 11.27 cr.
AVP Infracon, via 90% stake in Kapthan Blue Metals, acquired 23 acres in Tirupur for Rs. 13.18 cr. to set up a Rs. 17 cr. crusher unit.
Kaushalya Logistics is expanding cement logistics with new JK Cement depots in Uttar Pradesh and operations in Haryana for Adani Cement.
Emerald Finance partners with Alfas Wheel Deal to launch an Early-Wage-Access program for employee salary advances.
Digikore Studios' iMadeASong.com attracted 10,000 users and 2.000+ subscribers in its first week post-launch.
Sky Gold issues 13.18 cr. bonus shares in a 9:1 ratio, raising its paid-up capital to Rs. 146.54 cr.
➤ Afcom Holdings expanded its operations with Taylor Logistics, covering additional capacity and new destinations through dry lease aircraft.
➤ Manaksia Coated Metals called an EGM to approve issuing up to 2.07 cr. fully convertible warrants to promoters and public investors.
➤ AVG Logistics allotted 1.4 lakh equity shares, raising Rs. 2.33 cr. through warrant conversion at Rs. 166.95 per share.
➤ Veerhealth Care launches AYUVEER for hospital care, investing Rs. 1 cr. with expected monthly revenue growth of Rs. 50 lakh.
➤ MobiKwik provides digital wallets, BNPL and payment services leveraging DPI tools like Aadhaar and DigiLocker and is well-positioned to grow with India's digital transaction surge.
➤ Aartech Solonics is a defence and power microcap with record orders and Army recognition for its AAPM innovation with promoter stake rise signaling strong growth potential.
➤ Rudra Global Infra operates in TMT manufacturing and plans Rs. 190 cr. capex for solar and wind projects targeting Rs.1000 cr. turnover with multibagger potential.
➤ Univastu India posted strong Q2 numbers with sales up 73% and PAT doubling driven by recent orders and an infra boom making it a promising counter.
➤ Reliance Power achieved zero debt at Rosa Power, prepaid Rs. 485cr. and secures a 930 MW SECI order strengthening its position in India's booming power sector.
➤ Gujarat State Fertilizers holds 6.84% (Rs. 2380 cr.) in Gujarat Gas. It posted Q2 EPS of Rs.7.5 and H1 EPS of Rs.9.7, which may lead to FY25 EPS of Rs.20+. Retain this share.
➤ Agarwal Industrial Corporation posted 32% higher H1 EPS of Rs.38.4, which may lead to FY25 EPS of Rs.85+. It trades at a P/E of 15.6x v/s industry average P/E of 22x.
➤ Western Carriers (India), a rail-focused 4PL logistics firm with FY24 sales of Rs. 1691 cr., shows bright prospects.
➤ PNC Infratech, holds Rs. 19,900 cr. in outstanding orders and posted H1 EPS of Rs.25.7, which may lead to FY25 EPS of Rs.45+. It trades at a P/E of 7.4x v/s industry average P/E of 39x.
➤ Bank of Baroda posted 14% higher H1 EPS of Rs.19.5, which may lead to FY25 EPS of Rs.41. It trades at a P/E of 5.9x v/s industry average P/E of 8.9x for the PSU banks.
➤ General Insurance posted Q2 EPS of Rs. 10.6, which may lead FY25 EPS of Rs. 45. It trades at a P/E of 9.8x vs. industry average P/E of 22x. Its medium-term prospects look strong.
➤ Zero-debt Just Dial posted 90% higher H1 EPS of Rs.34.7, which may lead to FY25 EPS of Rs.75+. Cash and investments stood at Rs. 4.940 cr.. signaling bright long-term prospects.
➤ Zero-debt Coral Laboratories posted 93% higher H1 EPS of Rs.42, which may lead to FY25 EPS of Rs. 70+. It trades at a forward P/E of 10.7x v/s industry average P/E of 33
➤ IIFL Capital posted 111% higher H1 EPS of Rs.12.6, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x v/s industry average P/E of 21.7x.
➤ Best Agro posted Q2 EPS of Rs. 40, with FY25 EPS projected at Rs. 70. It plans to launch a patented herbicide and new insecticide. showing bright medium-term prospects.
➤ Repco Home Finance posted 16% higher H2 EPS of Rs.36.4, which may lead to FY25 EPS of Rs.76. Share trades at a forward P/E of 6.1x v/s industry average P/E of 19%.
➤ Beekay Steel into quality steel manufacturing posted H1 EP of Rs. 33.3, which may lead to FY25 EPS of Rs.75. Share trades at a forward P/E of 9.3x v/s industry average P/E of 25x
*Money Times Talk is part of 'Money Times'
➤ Repco Home Finance posted 16% higher H2 EPS of Rs.36.4, which may lead to FY25 EPS of Rs.76. Share trades at a forward P/E of 6.1x v/s industry average P/E of 19%.
➤ Beekay Steel into quality steel manufacturing posted H1 EP of Rs. 33.3, which may lead to FY25 EPS of Rs.75. Share trades at a forward P/E of 9.3x v/s industry average P/E of 25x
*Money Times Talk is part of 'Money Times'
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Weekly , Monthly and Yearly Expiry on 26th December Thursday
Good Amount of volatility ll be seen, Newbies should play safe
Good Amount of volatility ll be seen, Newbies should play safe
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Amara Raja looks great at 1020 and 950 levels long term perspective , when level come u can analyse n decide.
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Credit access is at important Technical Support , Week below 790 weekly closure
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Today weekly , Monthly and Yearly expiry so be cautious with options
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*Money Times Talk*
*28th December 2024*
₹
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
As per astrology view, some important turning dates are 30 & 31st Dec 2024 and 3 & 6th Jan 2025. PRI-budget rally may begin post 14th Jan 2025 with Nifty possibly reaching 24500, 24750 or 25000.
NSE SME Trom Industries posted 109% higher PAT of Rs.4.13 cr. with ROCE of 66.3% and ROE of 77.8%. Awarded Rs.33.1 cr. solar projects, the stock may cross Rs.331.
As per market veteran, 2025 will be challenging for traders and frustrating for investors. Avoid those claiming easy market earnings through their advice.
As per market grapevine, derivatives turnover fell 37% from Rs.442 tn. in Nov to Rs.280 tn. in Dec with further decline expected due to larger contract sizes from Jan 2025. SEBI may introduce stricter measures to curb speculation while retail players are shifting to IPOs and cash stocks.
Tweet from CA H. Singla highlighted a case where a client lost Rs.36.5 lakh in F&O and intraday trades wiping out years of savings and couldn't carry forward the loss due to late ITR filing. An eye-opener for uninformed F&O and options traders.
As per market grapevine, Nifty fell 10% marking its first 3-series loss in 21 months. DII holdings rose to 38% while FII holdings dropped to 16%. With Nifty's 2025 target at 27000-27700 and support at 21400-22300, capital goods, consumer durables and pharma are set to perform well. Defence stocks like Bharat Electronics, Bharat Dynamics, Hindustan Aeronautics and Mazagaon Docks look promising for phased accumulation.
Market momentum remains weak with only 25% of stocks above the 20 EMA and many below the 50 EMA. As per market grapevine, wait for stability and momentum to return. A pre-budget rally may begin post-Uttarayan/Makar Sankranti. Use this time for study and analysis.
IAS Summit - Dec 2024 20-20: 1. Rashmik Ozha: PVR INOX 2. Aditya Khemka (Incred): Healthcare Global Enterprises 3. Senthil KR (NAFA Assets): Vimta Labs 4. Kedar B (Congruence) - Paramount Communications 5. Dhruvesh Sanghvi: Mayur Uniquoters 6. Vikas Gupta (Omni Science Capital): NHPC 7. Raghav Wadhwa (SamarWealth): Epack Durables 8. Gunjan Kabra (Niveshaay): Danish Power 9. Ishmohit Arora (SOIC): Samhi Hotels 10. Anuj Jain (Green Portfolio): Steel Strips Wheels 11. Siddhant Bhandari (Persistence Capital): Narayana Hrudayalaya 12. Shubham Sethi - Shankara Building Products 13. Shashank Singh (Value Educator): Khazanchi Jewellers 14. Ankit Kanodia (Smart Sync Services): Apcotex 15. Vivek Mashrani (TechnoFunda): Jash Engineering 16. Nitin Mangal (Trudence Capital): KSB Ltd. 17. Tariq Hussain (The Wrap): Interarch Building Products 18. Amitabh Vatsya (Sadhan): Synergy Green Industries 19. Kumar Saurabh (Scientific Investing): Sangam India 20. Sandeep Singh: Effwa Infra & Research.
As per market veteran, investing demands smart work and patience, while trading requires hard work and emotional control. Don't mistake trading for an easy wealth path. Understand the difference and choose wisely.
As per market veteran, solid rally in CY24 faltered in Q4 due to weak earnings, FII selling, and a stronger U.S. Dollar. With mid-cycle slowdown and earnings growth moderation in FY25, indices may consolidate and sector rotation is expected.
As per market grapevine in 2025, India's economy remains on track for multi-year growth driven by real estate revival, strong infrastructure activities, and rising corporate capex. Interest rate cuts are expected to boost consumption, reflecting in corporate earnings.
As per market veteran for 2025, avoid weekly BTST/STBT due to volatility from Trump’s Presidency.
*28th December 2024*
₹
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
As per astrology view, some important turning dates are 30 & 31st Dec 2024 and 3 & 6th Jan 2025. PRI-budget rally may begin post 14th Jan 2025 with Nifty possibly reaching 24500, 24750 or 25000.
NSE SME Trom Industries posted 109% higher PAT of Rs.4.13 cr. with ROCE of 66.3% and ROE of 77.8%. Awarded Rs.33.1 cr. solar projects, the stock may cross Rs.331.
As per market veteran, 2025 will be challenging for traders and frustrating for investors. Avoid those claiming easy market earnings through their advice.
As per market grapevine, derivatives turnover fell 37% from Rs.442 tn. in Nov to Rs.280 tn. in Dec with further decline expected due to larger contract sizes from Jan 2025. SEBI may introduce stricter measures to curb speculation while retail players are shifting to IPOs and cash stocks.
Tweet from CA H. Singla highlighted a case where a client lost Rs.36.5 lakh in F&O and intraday trades wiping out years of savings and couldn't carry forward the loss due to late ITR filing. An eye-opener for uninformed F&O and options traders.
As per market grapevine, Nifty fell 10% marking its first 3-series loss in 21 months. DII holdings rose to 38% while FII holdings dropped to 16%. With Nifty's 2025 target at 27000-27700 and support at 21400-22300, capital goods, consumer durables and pharma are set to perform well. Defence stocks like Bharat Electronics, Bharat Dynamics, Hindustan Aeronautics and Mazagaon Docks look promising for phased accumulation.
Market momentum remains weak with only 25% of stocks above the 20 EMA and many below the 50 EMA. As per market grapevine, wait for stability and momentum to return. A pre-budget rally may begin post-Uttarayan/Makar Sankranti. Use this time for study and analysis.
IAS Summit - Dec 2024 20-20: 1. Rashmik Ozha: PVR INOX 2. Aditya Khemka (Incred): Healthcare Global Enterprises 3. Senthil KR (NAFA Assets): Vimta Labs 4. Kedar B (Congruence) - Paramount Communications 5. Dhruvesh Sanghvi: Mayur Uniquoters 6. Vikas Gupta (Omni Science Capital): NHPC 7. Raghav Wadhwa (SamarWealth): Epack Durables 8. Gunjan Kabra (Niveshaay): Danish Power 9. Ishmohit Arora (SOIC): Samhi Hotels 10. Anuj Jain (Green Portfolio): Steel Strips Wheels 11. Siddhant Bhandari (Persistence Capital): Narayana Hrudayalaya 12. Shubham Sethi - Shankara Building Products 13. Shashank Singh (Value Educator): Khazanchi Jewellers 14. Ankit Kanodia (Smart Sync Services): Apcotex 15. Vivek Mashrani (TechnoFunda): Jash Engineering 16. Nitin Mangal (Trudence Capital): KSB Ltd. 17. Tariq Hussain (The Wrap): Interarch Building Products 18. Amitabh Vatsya (Sadhan): Synergy Green Industries 19. Kumar Saurabh (Scientific Investing): Sangam India 20. Sandeep Singh: Effwa Infra & Research.
As per market veteran, investing demands smart work and patience, while trading requires hard work and emotional control. Don't mistake trading for an easy wealth path. Understand the difference and choose wisely.
As per market veteran, solid rally in CY24 faltered in Q4 due to weak earnings, FII selling, and a stronger U.S. Dollar. With mid-cycle slowdown and earnings growth moderation in FY25, indices may consolidate and sector rotation is expected.
As per market grapevine in 2025, India's economy remains on track for multi-year growth driven by real estate revival, strong infrastructure activities, and rising corporate capex. Interest rate cuts are expected to boost consumption, reflecting in corporate earnings.
As per market veteran for 2025, avoid weekly BTST/STBT due to volatility from Trump’s Presidency.
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Mid/small-caps, which outperformed in 2024, may face challenges in 2025 as they trade at higher valuations. Focus on large-caps and quality stocks at reasonable valuations, especially in sectors like pharmaceuticals, IT, infra, defence, solar, green energy, banking and export-related stocks.
As per market grapevine, the Indian Rupee has hit a historic low against the US Dollar, driven by economic concerns like trade deficit, inflation and global uncertainties. While exporters may benefit, importers face rising costs. This depreciation could influence foreign investments and prompt RBI interventions.
As per market veteran, investing focuses on a company's fundamentals, management and business while trading relies on charts, emotions and volatility.
In 27th January MTTs, Essen Specialty Films given at Rs.219 touched Rs.689 - a superb gain of 215%.
In 4th May MTTs, Ak Capital given at Rs.910 touched Rs.1410 - a gain of 55%.
In 21st Sep MTTs, Sharda Crop Care given at Rs.538 touched Rs.887 - a gain of 65%, Super Crop Safe given at Rs.16 touched Rs.24.40 - a gain of 52% & still looks very good.
In 16th November MTTs, Mafatlal ind., given at Rs.144 touched Rs.221 - a gain of 53%, Somiconvey given at Rs.161 touched Rs.228 - a gain of 42% & now at Rs.212 looks very good.
In 23rd November MTTs, Narmada Gelatines given at Rs.343 touched Rs.455 - a gain of 33%.
In 7th December MTTs, Somiconvey given at Rs.172 touched Rs.228 & now at Rs.212 looks very good.
Last week in 21st December MTTs, ABM Knowledgeware given at Rs.129 touched Rs.138 & now again at Rs.128 looks very good, BCPL Railway Infrastructure given at Rs.96 touched Rs.104 & now again at Rs.97 looks very good, BSE SME Emmforce Autotech given at Rs.126 touched Rs.142, NSE SME Committed Cargo given at Rs.113 touched Rs.137, Murudeshwar Ceramics given at Rs.51 touched Rs.55, Rishiroop given at Rs.215 touched Rs.239 & now at Rs.225 looks very good, Simmond Marshal given at Rs.158 touched Rs.164 & now at Rs.155 looks very good.
Debt free *Anuh Pharma* posted 58% higher PAT of Rs.15 cr. Q0Q. It paid 50% dividend for FY24, expanded capacity by Rs.20 cr. and remains optimistic for H2FY25.
As per market grapevine focus on Anuh Pharma, ABM Knowledgeware, Artefact projects, BCPL Railway Infrastructure, Intlconv, Lords Chlore Alkali, Machino Plastics, NSE SME Trom Industries, Rishi Laser, Rishiroop, Simmond Marshal, Somi Conveyor Beltings, for decent short-to-medium-term gains. Develop a process that maximizes wins and minimizes losses.
*Simmond Marshall* posted 368% higher H1 PAT of Rs.4.73 cr. Share may trade between Rs.205-250 if it surpasses its 52-week of high Rs.187.
*Ramky Infrastructure* secures a 5-year contract worth Rs.215.08 cr. from the Hyderabad Metropolitan Water Supply and Sewerage Board for managing, operating and maintaining STPs.
*Lords Chloro Alkali* boosted capacity from 210 TPD to 300 TPD with Zero Gap Technology and likely to raise output by 40% including healthier margins & profitability.
*HFCL* inaugurated a defence manufacturing facility in Hosur to produce advanced thermal weapon sights, fuzes, HCRR & surveillance radars, to meet growing defence needs.
Debt free, *Rishiroop Ltd*. posted 64% higher Q2 PAT of Rs.7.38 cr. With reserves of Rs.128 cr. and a low PE of Rs.7, it's a re-rating candidate with strong growth potential.
*Artefact Projects* posted higher H1 PAT of Rs.3.21 cr., which may lead to FY25 EPS of Rs.10 Stock trades between Rs.125-150 if it surpasses Rs.111.
*BCPL Railway Infrastructure* secures Rs.258.36 cr. order and posted higher H1 PAT of Rs.4.07 cr. Stock looks attractive at Rs.96, below 52-week high of Rs.159. Railway stocks generally perform well before the Budget.
Debt free *ABM Knowledgeware*, a leader in e-Governance has a strong order book and trades at a low P/E of 16x, making it a re-rating candidate.
As per market grapevine, the Indian Rupee has hit a historic low against the US Dollar, driven by economic concerns like trade deficit, inflation and global uncertainties. While exporters may benefit, importers face rising costs. This depreciation could influence foreign investments and prompt RBI interventions.
As per market veteran, investing focuses on a company's fundamentals, management and business while trading relies on charts, emotions and volatility.
In 27th January MTTs, Essen Specialty Films given at Rs.219 touched Rs.689 - a superb gain of 215%.
In 4th May MTTs, Ak Capital given at Rs.910 touched Rs.1410 - a gain of 55%.
In 21st Sep MTTs, Sharda Crop Care given at Rs.538 touched Rs.887 - a gain of 65%, Super Crop Safe given at Rs.16 touched Rs.24.40 - a gain of 52% & still looks very good.
In 16th November MTTs, Mafatlal ind., given at Rs.144 touched Rs.221 - a gain of 53%, Somiconvey given at Rs.161 touched Rs.228 - a gain of 42% & now at Rs.212 looks very good.
In 23rd November MTTs, Narmada Gelatines given at Rs.343 touched Rs.455 - a gain of 33%.
In 7th December MTTs, Somiconvey given at Rs.172 touched Rs.228 & now at Rs.212 looks very good.
Last week in 21st December MTTs, ABM Knowledgeware given at Rs.129 touched Rs.138 & now again at Rs.128 looks very good, BCPL Railway Infrastructure given at Rs.96 touched Rs.104 & now again at Rs.97 looks very good, BSE SME Emmforce Autotech given at Rs.126 touched Rs.142, NSE SME Committed Cargo given at Rs.113 touched Rs.137, Murudeshwar Ceramics given at Rs.51 touched Rs.55, Rishiroop given at Rs.215 touched Rs.239 & now at Rs.225 looks very good, Simmond Marshal given at Rs.158 touched Rs.164 & now at Rs.155 looks very good.
Debt free *Anuh Pharma* posted 58% higher PAT of Rs.15 cr. Q0Q. It paid 50% dividend for FY24, expanded capacity by Rs.20 cr. and remains optimistic for H2FY25.
As per market grapevine focus on Anuh Pharma, ABM Knowledgeware, Artefact projects, BCPL Railway Infrastructure, Intlconv, Lords Chlore Alkali, Machino Plastics, NSE SME Trom Industries, Rishi Laser, Rishiroop, Simmond Marshal, Somi Conveyor Beltings, for decent short-to-medium-term gains. Develop a process that maximizes wins and minimizes losses.
*Simmond Marshall* posted 368% higher H1 PAT of Rs.4.73 cr. Share may trade between Rs.205-250 if it surpasses its 52-week of high Rs.187.
*Ramky Infrastructure* secures a 5-year contract worth Rs.215.08 cr. from the Hyderabad Metropolitan Water Supply and Sewerage Board for managing, operating and maintaining STPs.
*Lords Chloro Alkali* boosted capacity from 210 TPD to 300 TPD with Zero Gap Technology and likely to raise output by 40% including healthier margins & profitability.
*HFCL* inaugurated a defence manufacturing facility in Hosur to produce advanced thermal weapon sights, fuzes, HCRR & surveillance radars, to meet growing defence needs.
Debt free, *Rishiroop Ltd*. posted 64% higher Q2 PAT of Rs.7.38 cr. With reserves of Rs.128 cr. and a low PE of Rs.7, it's a re-rating candidate with strong growth potential.
*Artefact Projects* posted higher H1 PAT of Rs.3.21 cr., which may lead to FY25 EPS of Rs.10 Stock trades between Rs.125-150 if it surpasses Rs.111.
*BCPL Railway Infrastructure* secures Rs.258.36 cr. order and posted higher H1 PAT of Rs.4.07 cr. Stock looks attractive at Rs.96, below 52-week high of Rs.159. Railway stocks generally perform well before the Budget.
Debt free *ABM Knowledgeware*, a leader in e-Governance has a strong order book and trades at a low P/E of 16x, making it a re-rating candidate.
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*Anuh Pharma* launches new products like Acebrophylline, Vildagliptin, Moxifloxacin, Allopurinol, Amodiquine hcl and Sulfadimethoxine, Dapagliflozin, Ticagrelor, Linagliptin, Acefylline piprazine etc. driving re-rating potential.
*IOL Chemicals & Pharmaceuticals* approves a stock split, dividing Rs.10 shares into 5 shares of Rs.2 each effective from 27th December 2024.
Due to a boom and major capex in the mining sector companies like *International Conveyors, PIX Transmission and Somi Conveyor* Beltings show strong growth potential.
*Trom Industries* secures Rs.37.65 cr. order from Bihar Renewable Energy for a smart solar street light system, signaling significant business growth.
The India Cellular and Electronics Association (ICEA) urges govt incentives to make India a global PCB hub, with a potential $100 billion export opportunity in 5 years.
Defence stocks have fallen from their yearly highs highlighting the need for stop losses. Key stocks like: 1) Cochin Ship: -51%, 2) Garden Reach: -45%, 3) Premier Explosive: -41%, 4) Mishra Dhatu: -38%, 5) Paras Defence: -38%, 6) Idea Forgings: -35%, 7) Bharat Dynamics: -34%, 8) Data Pattern: -32%, 9) Mtar Tech: -27%, 10) Astra Micro: -27%, 11) BEML: -27%, 12) HAL: -26%, 13) DCX System: -25%, 14) Solar Ind: -25%, 15) PTC India: -25%. Investors can consider adding post Q3 results in 2025.
*Electrosteel Casting,* India's largest DI pipe maker, trades at a PE of 10x for FY25 and targets 50% 1-year returns with capacity expansion in FY25.
*Orient Green Power* plans to grow capacity from 400MW to 1000MW focusing on solar with promising 1-year returns.
*Paisalo Digital's* board approves a Rs. 258.16 cr. fund raise via convertible warrants, with FPIs like UNICO and NOVA Global Opportunities Fund as allotees.
*Nandan Denim* aims to capitalize on the shift towards alternative manufacturing hubs due to political unrest in Bangladesh with India positioned as a key beneficiary.
*Standard Capital Markets* raised Rs. 15 cr. through the allotment of NCDs to support its growth initiatives.
*MIC Electronics* secures approval for capacity and capability assessment of its GPS-based Public Address & Passenger Information System and LED Destination Boards for Indian Railways.
*Vakrangee’s* approves a fund raise of up to Rs. 980 cr. through convertible warrants with major allotees including FPI Eminence Global Fund.
*HMA Agro Industries* secures Rs. 1600 mn. credit facility from HDFC Bank to support its growth.
*Hardwyn India* will trade Ex-Bonus from Monday with a 2:5 bonus issue with the record date of 27th December.
*Gujarat Toolroom* completed a Rs. 96 cr. QIP with FPIs like Bridge India Fund and Eminence Global Fund among the allotees.
*Dev Information Technology* markes its Foundation Day with significant growth securing three major enterprise closures in its Cloud Business Unit.
*HFCL* opens a Hosur unit for defence products eyeing over 60% potential returns with rising prospects in space, telecom and defence.
*Sakar Healthcare* announced preferential allotment at Rs. 384/share vs. CMP of Rs. 300 with strong promoter confidence and Tata Healthcare holding 10% stake.
*Espirit Stones,* an SME in Quartz manufacturing is gaining traction with global demand driving financial growth. Madhu Kela's Founders Collective Fund holds over 2% stake.
In the buzzing EMS space, *Mirc Electronics*, owner of the ONIDA brand eyes entry into EMS after successes like Amber and Dixon.
*Cambridge Technologies* is advancing in AI, Data Analytics and Cloud hiring top talent from Mastercard, Deloitte and Goldman. Share trades at Rs. 105 and has strong growth potential.
*Shipping Corp. of India* is in focus due to the Rs. 15,000-20,000 cr. Maritime Development Fund and a potential JV with Indian Oil, signaling strong growth ahead.
*South Indian Bank*, trades at a low PE of 5.39x, posted strong Q2 results with Rs. 882 cr. NIIe, GNPA at 4.40% and a shift to retail and MSME lending for long-term growth.
*IOL Chemicals & Pharmaceuticals* approves a stock split, dividing Rs.10 shares into 5 shares of Rs.2 each effective from 27th December 2024.
Due to a boom and major capex in the mining sector companies like *International Conveyors, PIX Transmission and Somi Conveyor* Beltings show strong growth potential.
*Trom Industries* secures Rs.37.65 cr. order from Bihar Renewable Energy for a smart solar street light system, signaling significant business growth.
The India Cellular and Electronics Association (ICEA) urges govt incentives to make India a global PCB hub, with a potential $100 billion export opportunity in 5 years.
Defence stocks have fallen from their yearly highs highlighting the need for stop losses. Key stocks like: 1) Cochin Ship: -51%, 2) Garden Reach: -45%, 3) Premier Explosive: -41%, 4) Mishra Dhatu: -38%, 5) Paras Defence: -38%, 6) Idea Forgings: -35%, 7) Bharat Dynamics: -34%, 8) Data Pattern: -32%, 9) Mtar Tech: -27%, 10) Astra Micro: -27%, 11) BEML: -27%, 12) HAL: -26%, 13) DCX System: -25%, 14) Solar Ind: -25%, 15) PTC India: -25%. Investors can consider adding post Q3 results in 2025.
*Electrosteel Casting,* India's largest DI pipe maker, trades at a PE of 10x for FY25 and targets 50% 1-year returns with capacity expansion in FY25.
*Orient Green Power* plans to grow capacity from 400MW to 1000MW focusing on solar with promising 1-year returns.
*Paisalo Digital's* board approves a Rs. 258.16 cr. fund raise via convertible warrants, with FPIs like UNICO and NOVA Global Opportunities Fund as allotees.
*Nandan Denim* aims to capitalize on the shift towards alternative manufacturing hubs due to political unrest in Bangladesh with India positioned as a key beneficiary.
*Standard Capital Markets* raised Rs. 15 cr. through the allotment of NCDs to support its growth initiatives.
*MIC Electronics* secures approval for capacity and capability assessment of its GPS-based Public Address & Passenger Information System and LED Destination Boards for Indian Railways.
*Vakrangee’s* approves a fund raise of up to Rs. 980 cr. through convertible warrants with major allotees including FPI Eminence Global Fund.
*HMA Agro Industries* secures Rs. 1600 mn. credit facility from HDFC Bank to support its growth.
*Hardwyn India* will trade Ex-Bonus from Monday with a 2:5 bonus issue with the record date of 27th December.
*Gujarat Toolroom* completed a Rs. 96 cr. QIP with FPIs like Bridge India Fund and Eminence Global Fund among the allotees.
*Dev Information Technology* markes its Foundation Day with significant growth securing three major enterprise closures in its Cloud Business Unit.
*HFCL* opens a Hosur unit for defence products eyeing over 60% potential returns with rising prospects in space, telecom and defence.
*Sakar Healthcare* announced preferential allotment at Rs. 384/share vs. CMP of Rs. 300 with strong promoter confidence and Tata Healthcare holding 10% stake.
*Espirit Stones,* an SME in Quartz manufacturing is gaining traction with global demand driving financial growth. Madhu Kela's Founders Collective Fund holds over 2% stake.
In the buzzing EMS space, *Mirc Electronics*, owner of the ONIDA brand eyes entry into EMS after successes like Amber and Dixon.
*Cambridge Technologies* is advancing in AI, Data Analytics and Cloud hiring top talent from Mastercard, Deloitte and Goldman. Share trades at Rs. 105 and has strong growth potential.
*Shipping Corp. of India* is in focus due to the Rs. 15,000-20,000 cr. Maritime Development Fund and a potential JV with Indian Oil, signaling strong growth ahead.
*South Indian Bank*, trades at a low PE of 5.39x, posted strong Q2 results with Rs. 882 cr. NIIe, GNPA at 4.40% and a shift to retail and MSME lending for long-term growth.
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*RattanIndia Power* with 2,700 MW capacity, closed non-performing Cyprus subsidiaries and is well-positioned for a sector-driven turnaround.
*Univastu India* with Rs. 293 cr. Mcap, posted 2x PAT growth in Q2FY25 and secures fresh orders benefiting from India's infra boom.
*Agarwal Toughened Glass,* trades at a PE of 26.8x, secures Rs. 4 cr. order and is set for growth with capex plans backed by IPO funds.
*Jay Kailash Namkeen*, a nanocap, is expanding retail operations with H1 PAT at Rs. 0.81 cr. and a key order from Haldirams driving growth prospects.
*J&K Bank* posted H1 EPS of Rs.8.8, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.1x v/s industry average P/E of 16.9x.
*ITL Industries* posted H1 EPS of Rs.13.6, which may lead to FY25 EPS of Rs.32. Share trades at forward P/E of 14.4x vs. industry average P/E of 44x.
*Arkade Developers* posted Q2 NP of Rs.43.4 cr. and is seeing strong volumes with investment buying, reflecting bright long-term prospects.
*PNC Infra* posted EPS of Rs.45 and trades at a forward P/E of 7.2x v/s industry average P/E of 39x.
*General Insurance₹ posted Q2 EPS of Rs.10.6, which may lead to FY25 EPS of Rs.45. Share trades at a forward P/E of 10.8x, vs. industry average P/E of 22x.
*Rashi Peripherals* posted 64% higher H2 EPS of Rs.19, which may lead to FY25 EPS of Rs.42. Share trades at a forward P/E of 9.6x vs. industry average P/E of 61x.
*Paul Merchants* posted H1 EPS of Rs.95.4, which may lead to FY25 EPS of Rs.190. Share trades at a forward P/E of just 4.9x vs. industry average P/E 22x.
*Canara Bank* posted H1 EPS of Rs.9.1, which may lead to FY25 EPS of Rs.20. Share trades at a forward P/E of 4.7x.
*Shriram Pistons & Rings* to acquire TGPEL Precision for Rs. 220 cr. enhancing its product portfolio. With FY25 EPS of Rs.120 and cash EPS of Rs. 140, shares trades at P/E of 17.5x vs. industry average PE of 37.4x.
*IIFL Capital* posted 111% higher H1 EPS of Rs.12, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x vs. industry average P/E of 21.7x.
*DCB Bank* posted 14% higher H1 EPS of Rs.9.2, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.5x vs. industry average P/E of 16x.
*Money Times Talk is part of 'Money Times' publication.bs*
*Univastu India* with Rs. 293 cr. Mcap, posted 2x PAT growth in Q2FY25 and secures fresh orders benefiting from India's infra boom.
*Agarwal Toughened Glass,* trades at a PE of 26.8x, secures Rs. 4 cr. order and is set for growth with capex plans backed by IPO funds.
*Jay Kailash Namkeen*, a nanocap, is expanding retail operations with H1 PAT at Rs. 0.81 cr. and a key order from Haldirams driving growth prospects.
*J&K Bank* posted H1 EPS of Rs.8.8, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.1x v/s industry average P/E of 16.9x.
*ITL Industries* posted H1 EPS of Rs.13.6, which may lead to FY25 EPS of Rs.32. Share trades at forward P/E of 14.4x vs. industry average P/E of 44x.
*Arkade Developers* posted Q2 NP of Rs.43.4 cr. and is seeing strong volumes with investment buying, reflecting bright long-term prospects.
*PNC Infra* posted EPS of Rs.45 and trades at a forward P/E of 7.2x v/s industry average P/E of 39x.
*General Insurance₹ posted Q2 EPS of Rs.10.6, which may lead to FY25 EPS of Rs.45. Share trades at a forward P/E of 10.8x, vs. industry average P/E of 22x.
*Rashi Peripherals* posted 64% higher H2 EPS of Rs.19, which may lead to FY25 EPS of Rs.42. Share trades at a forward P/E of 9.6x vs. industry average P/E of 61x.
*Paul Merchants* posted H1 EPS of Rs.95.4, which may lead to FY25 EPS of Rs.190. Share trades at a forward P/E of just 4.9x vs. industry average P/E 22x.
*Canara Bank* posted H1 EPS of Rs.9.1, which may lead to FY25 EPS of Rs.20. Share trades at a forward P/E of 4.7x.
*Shriram Pistons & Rings* to acquire TGPEL Precision for Rs. 220 cr. enhancing its product portfolio. With FY25 EPS of Rs.120 and cash EPS of Rs. 140, shares trades at P/E of 17.5x vs. industry average PE of 37.4x.
*IIFL Capital* posted 111% higher H1 EPS of Rs.12, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x vs. industry average P/E of 21.7x.
*DCB Bank* posted 14% higher H1 EPS of Rs.9.2, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.5x vs. industry average P/E of 16x.
*Money Times Talk is part of 'Money Times' publication.bs*
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Feb 1 2025 is Our Budget so early next week we might see per budget Rally . Market can reverse once FII’s are back from vacation 😃
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flat opening, till new year no big buying volumes can come it seems
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*_Stock in News:_*
_ITC Hotels Demerger Alert._
_Demerger effective Jan 1, 2025._
_To be eligible for ITC Hotels shares, must be holding ITC shares before Jan 3 ahead of the ex-date Jan 6._
_ITC Hotels Demerger Alert._
_Demerger effective Jan 1, 2025._
_To be eligible for ITC Hotels shares, must be holding ITC shares before Jan 3 ahead of the ex-date Jan 6._
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