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*
βΉ
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display βBUYβ, βSELLβ or βHOLDβ 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 Trumpβs Presidency.
*28th December 2024*
βΉ
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display βBUYβ, βSELLβ or βHOLDβ 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 Trumpβs Presidency.
π5
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.
π1
*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.
*Vakrangeeβs* 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.
*Vakrangeeβs* 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.
π4
*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 InsuranceβΉ 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 InsuranceβΉ 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*
π3
Feb 1 2025 is Our Budget so early next week we might see per budget Rally . Market can reverse once FIIβs are back from vacation π
π11π₯3
flat opening, till new year no big buying volumes can come it seems
π8
*_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._
β€2
Q3 Earnings Schedule
7th Jan: GM Breweries
9th Jan: TCS
9th Jan: Tata Elxsi
10th Jan: CESC
10th Jan: GNA Axle
13th Jan: Angel One
13th Jan: HCL Tech
14th Jan: HDFC AMC
15th Jan: HDFC Life
15th Jan: LTTS
16th Jan: Infosys
17th Jan: Amal
17th Jan: ICICI General
17th Jan: Tech Mahindra
20th Jan: ICICI Sec
20th Jan: MCX
21th Jan: ICICI Pru
21th Jan: KEI Ind
21th Jan: Ultratech
22th Jan: Coforge
22th Jan: HDFC Bank
22th Jan: Polycab
23th Jan: Cyeint
23th Jan: Dr Reddy
23th Jan: Mphasis
23th Jan: NAM India
24th Jan: Atul
24th Jan: JSW Steel
25th Jan: ICICI Bank
25th Jan: IDFC Bank
25th Jan: JK Cement
28th Jan: Bosch
28th Jan: Bajaj Auto
28th Jan: Exide
28th Jan: M&M Finance
28th Jan: RBL Bank
28th Jan: UTI AMC
29th Jan: KPIT Tech
30th Jan: Dabur
30th Jan: Naveen Fluro
30th Jan: Shree Cem
31st Jan: Nestle
7th Jan: GM Breweries
9th Jan: TCS
9th Jan: Tata Elxsi
10th Jan: CESC
10th Jan: GNA Axle
13th Jan: Angel One
13th Jan: HCL Tech
14th Jan: HDFC AMC
15th Jan: HDFC Life
15th Jan: LTTS
16th Jan: Infosys
17th Jan: Amal
17th Jan: ICICI General
17th Jan: Tech Mahindra
20th Jan: ICICI Sec
20th Jan: MCX
21th Jan: ICICI Pru
21th Jan: KEI Ind
21th Jan: Ultratech
22th Jan: Coforge
22th Jan: HDFC Bank
22th Jan: Polycab
23th Jan: Cyeint
23th Jan: Dr Reddy
23th Jan: Mphasis
23th Jan: NAM India
24th Jan: Atul
24th Jan: JSW Steel
25th Jan: ICICI Bank
25th Jan: IDFC Bank
25th Jan: JK Cement
28th Jan: Bosch
28th Jan: Bajaj Auto
28th Jan: Exide
28th Jan: M&M Finance
28th Jan: RBL Bank
28th Jan: UTI AMC
29th Jan: KPIT Tech
30th Jan: Dabur
30th Jan: Naveen Fluro
30th Jan: Shree Cem
31st Jan: Nestle
π8β€1
Market Decoder
MOIL
Given at MOIL at 200 levels 584 high made n fallen
Again itβs good to add around 330 to 350 only long term players add n leave it , when I book ll post here
Again itβs good to add around 330 to 350 only long term players add n leave it , when I book ll post here
π6β€3
Nifty Weekly range 23775 (Support) SL 90 points
Target 100, 200 points
Resistance 24330
SL 90 points
Target 24200, 24100
Target 100, 200 points
Resistance 24330
SL 90 points
Target 24200, 24100
β€4π3