SCSM - Updates
CEREBRA INTEGRATED TECHNOLOGIES 7.06 LONG TERM INSHAALLAH
CEREBRA INTEGRATED TECHNOLOGIES
FROM 7.06 TO 11.24
ALHUMDULILLAH 🤲🤲🤲🤲
FROM 7.06 TO 11.24
ALHUMDULILLAH 🤲🤲🤲🤲
❤10😱2🔥1
BTST
Timex
CMP :152
Possibility: 3% to 5%
156.60 to 159.60
Stoploss : 140
Timex
CMP :152
Possibility: 3% to 5%
156.60 to 159.60
Stoploss : 140
👍5
SCSM - Updates
WONDER ELECTRICAL TAKE 2 ONLY 984.35 SHORT TERM INSHAALLAH
WONDER ELECTRICAL
FROM 984.35 TO 1358
ALHUMDULILLAH 🤲🤲🤲
FROM 984.35 TO 1358
ALHUMDULILLAH 🤲🤲🤲
👍5
TEXRAIL
CMP 263
Targets InshaAllah 330+
Short to Mid term. (Few weeks to few months)
InshaAllah Khair.
CMP 263
Targets InshaAllah 330+
Short to Mid term. (Few weeks to few months)
InshaAllah Khair.
🔥7👍2
وروى البيهقي بسند حسن ، لا بأس به- عن أبي أمامة- رضي الله تعالى عنه- قال : قال رسول الله- صلى الله عليه وسلم- :
أكثروا من الصلاة علي في كل يوم جمعة ، فإن صلاة أمتي تعرض علي في كل يوم جمعة ، فمن كان أكثرهم علي صلاة كان أقرب مني منزل
"Increase your prayers upon me every Friday, for the prayers of my Ummah are presented to me every Friday. Whoever sends the most prayers upon me will be closest to me in status."
أكثروا من الصلاة علي في كل يوم جمعة ، فإن صلاة أمتي تعرض علي في كل يوم جمعة ، فمن كان أكثرهم علي صلاة كان أقرب مني منزل
"Increase your prayers upon me every Friday, for the prayers of my Ummah are presented to me every Friday. Whoever sends the most prayers upon me will be closest to me in status."
❤15👍3
Short term
Wipro
CMP 506
For 15 to 30 points
Stoploss 490
Wipro
CMP 506
For 15 to 30 points
Stoploss 490
👍3
KEI
Short term
CMP 4225
Possibility 4325 to 4425
Stoploss 4200
Short term
CMP 4225
Possibility 4325 to 4425
Stoploss 4200
BTST
Infibeam
CMP 32.55
Possibility : 3% to 5%
Stoploss 29
Infibeam
CMP 32.55
Possibility : 3% to 5%
Stoploss 29
👨💻1
Market strategy:
Geopolitical events aur US market ke Friday ko collapse hone ki wajah se hamara market Monday ko GAP down dikh raha hai. Halanki hamara market weak nahi hai. Isliye GAP down ek acchi opportunity create kar sakta hai. Halanki, Banking aur IT shares se filhal door rahen. Focus sector: Pharma, FMCG, F&B, etc. Ham is hafte market conditions ko closely monitor kar rahe hain. Fikar na karein, kisi bhi madad/guidance ke liye hum yahan hain. Market strongly bounce back karega. Profit booking achi cheez hai aur correction bhi lower level pe apne pasandida shares mein enter karne ka accha mauka deti hai.
Pharma Sector
Dr. Reddy's Laboratories
Cipla
Lupin
Ajanta Pharma
FMCG Sector
Hindustan Unilever (HUL)
Nestle India
F&B Sector
Britannia Industries
Tata Consumer Products
Jubilant FoodWorks
مارکیٹ اسٹریٹیجی:
جغرافیائی سیاسی واقعات اور امریکی مارکیٹ کے جمعہ کو گرنے کی وجہ سے ہمارا مارکیٹ پیر کو گیپ ڈاؤن دکھ رہا ہے۔ حالانکہ ہمارا مارکیٹ کمزور نہیں ہے۔ اس لیے گیپ ڈاؤن ایک اچھا موقع پیدا کر سکتا ہے۔ حالانکہ، بینکنگ اور آئی ٹی شیئرز سے فی الحال دور رہیں۔ فوکس سیکٹر: فارما، ایف ایم سی جی، ایف اینڈ بی، وغیرہ۔ ہم اس ہفتے مارکیٹ کی حالت کو قریب سے دیکھ رہے ہیں۔ فکر نہ کریں، کسی بھی مدد یا رہنمائی کے لیے ہم یہاں موجود ہیں۔ مارکیٹ مضبوطی سے واپس آئے گا۔ منافع بکنگ اچھی بات ہے اور اصلاح بھی نچلی سطح پر اپنے پسندیدہ شیئرز میں داخل ہونے کا اچھا موقع دیتی ہے۔
Pharma Sector
Dr. Reddy's Laboratories
Cipla
Lupin
Ajanta Pharma
FMCG Sector
Hindustan Unilever (HUL)
Nestle India
F&B Sector
Britannia Industries
Tata Consumer Products
Jubilant FoodWorks
Geopolitical events aur US market ke Friday ko collapse hone ki wajah se hamara market Monday ko GAP down dikh raha hai. Halanki hamara market weak nahi hai. Isliye GAP down ek acchi opportunity create kar sakta hai. Halanki, Banking aur IT shares se filhal door rahen. Focus sector: Pharma, FMCG, F&B, etc. Ham is hafte market conditions ko closely monitor kar rahe hain. Fikar na karein, kisi bhi madad/guidance ke liye hum yahan hain. Market strongly bounce back karega. Profit booking achi cheez hai aur correction bhi lower level pe apne pasandida shares mein enter karne ka accha mauka deti hai.
Pharma Sector
Dr. Reddy's Laboratories
Cipla
Lupin
Ajanta Pharma
FMCG Sector
Hindustan Unilever (HUL)
Nestle India
F&B Sector
Britannia Industries
Tata Consumer Products
Jubilant FoodWorks
مارکیٹ اسٹریٹیجی:
جغرافیائی سیاسی واقعات اور امریکی مارکیٹ کے جمعہ کو گرنے کی وجہ سے ہمارا مارکیٹ پیر کو گیپ ڈاؤن دکھ رہا ہے۔ حالانکہ ہمارا مارکیٹ کمزور نہیں ہے۔ اس لیے گیپ ڈاؤن ایک اچھا موقع پیدا کر سکتا ہے۔ حالانکہ، بینکنگ اور آئی ٹی شیئرز سے فی الحال دور رہیں۔ فوکس سیکٹر: فارما، ایف ایم سی جی، ایف اینڈ بی، وغیرہ۔ ہم اس ہفتے مارکیٹ کی حالت کو قریب سے دیکھ رہے ہیں۔ فکر نہ کریں، کسی بھی مدد یا رہنمائی کے لیے ہم یہاں موجود ہیں۔ مارکیٹ مضبوطی سے واپس آئے گا۔ منافع بکنگ اچھی بات ہے اور اصلاح بھی نچلی سطح پر اپنے پسندیدہ شیئرز میں داخل ہونے کا اچھا موقع دیتی ہے۔
Pharma Sector
Dr. Reddy's Laboratories
Cipla
Lupin
Ajanta Pharma
FMCG Sector
Hindustan Unilever (HUL)
Nestle India
F&B Sector
Britannia Industries
Tata Consumer Products
Jubilant FoodWorks
❤19👍5🔥2
Dee Development Engineers CMP 359 View
Company ek leading global process pipe solution provider hai jo industries jaise Oil and Gas, Power (INCLUDING NUCLEAR), Process Industries aur chemical ke liye technical capability ke liye jaane jaate hain jo complex requirements ko address kar sakti hain alag-alag industrial segments mein. Yeh India mein installed capacity ke hisaab se process piping solutions mein sabse bada player bhi hai.
Diversified business alag-alag sectors mein:
Oil & Gas – 51.5%Power – 34%
Others – 15%
Strong Order Book:
Company ke paas already INR 800 Cr ke order book hai (jo already 1 saal ke revenue ke barabar order books hain) aur company ne recently top companies jaise JOHN COCKERILL S.A., BELGIUM aur John Zink Company LLC se INR 90 Crs ke orders praapt kiye hain.
Financial:
FY24 revenue INR 789 Crs Vs. 596 Cr in FY23, jo 32% ka YoY growth haiOPM lagbhag 13% hai
FY24 PBT INR 26 Cr Vs. 13 Cr in FY23, jo 100% ka YoY growth haiPE: 77 (Filhaal expensive hai) par re-rating bhi possible hai
Face Value: INR 10, MCAP: 2600 Crs ROCE: 8.9%, ROE: 6%
Promoter Holding: 70.1%, FIIS: 5.8%, DIIS: 12.1% Strong OCF: 102 Crs Vs. 14 Crs
Strength:
Recent order ke hisaab se John Cockreril ka Supply of CS, P11, P22, P92 Prefabricated HRSG Piping. Market data ke anusaar, yeh boiler industry, heat exchanger, power station, high aur super high pressure vessels mein sabse zyada use hone wali alloy pipes mein se ek hai. Yeh green hydrogen ke potential ke liye bhi dekha jaa raha hai.
View: Overall mid se long term perspective ke liye achha lagta hai although Q1FY25 ka result pending hai. Company ke quarterly result announce hone ke baad aur update diya jaayega.
FY25 Guidance:
🎯 Revenue growth 30%+ ka
🎯 Margins high teens mein
🎯 Interest cost debt repayment ke baad kam
Disclaimer: Yeh buying/selling recommendation nahi hai. Shares kharidne/bechne se pehle apne financial advisor se sampark karein.
(Composed by Rizwan Aarif - Shariah Compliant Share Market Group Admin)
Company ek leading global process pipe solution provider hai jo industries jaise Oil and Gas, Power (INCLUDING NUCLEAR), Process Industries aur chemical ke liye technical capability ke liye jaane jaate hain jo complex requirements ko address kar sakti hain alag-alag industrial segments mein. Yeh India mein installed capacity ke hisaab se process piping solutions mein sabse bada player bhi hai.
Diversified business alag-alag sectors mein:
Oil & Gas – 51.5%Power – 34%
Others – 15%
Strong Order Book:
Company ke paas already INR 800 Cr ke order book hai (jo already 1 saal ke revenue ke barabar order books hain) aur company ne recently top companies jaise JOHN COCKERILL S.A., BELGIUM aur John Zink Company LLC se INR 90 Crs ke orders praapt kiye hain.
Financial:
FY24 revenue INR 789 Crs Vs. 596 Cr in FY23, jo 32% ka YoY growth haiOPM lagbhag 13% hai
FY24 PBT INR 26 Cr Vs. 13 Cr in FY23, jo 100% ka YoY growth haiPE: 77 (Filhaal expensive hai) par re-rating bhi possible hai
Face Value: INR 10, MCAP: 2600 Crs ROCE: 8.9%, ROE: 6%
Promoter Holding: 70.1%, FIIS: 5.8%, DIIS: 12.1% Strong OCF: 102 Crs Vs. 14 Crs
Strength:
Recent order ke hisaab se John Cockreril ka Supply of CS, P11, P22, P92 Prefabricated HRSG Piping. Market data ke anusaar, yeh boiler industry, heat exchanger, power station, high aur super high pressure vessels mein sabse zyada use hone wali alloy pipes mein se ek hai. Yeh green hydrogen ke potential ke liye bhi dekha jaa raha hai.
View: Overall mid se long term perspective ke liye achha lagta hai although Q1FY25 ka result pending hai. Company ke quarterly result announce hone ke baad aur update diya jaayega.
FY25 Guidance:
🎯 Revenue growth 30%+ ka
🎯 Margins high teens mein
🎯 Interest cost debt repayment ke baad kam
Disclaimer: Yeh buying/selling recommendation nahi hai. Shares kharidne/bechne se pehle apne financial advisor se sampark karein.
(Composed by Rizwan Aarif - Shariah Compliant Share Market Group Admin)
👍14
IXIGO CMP 177 View
AI-based online platform hai jo kai travel services provide karta hai. Yeh flights, hotels, trains, buses aur deals ki information provide karta hai taaki trips ko organize, book aur track karne mein madad ho sake. Users customized searches kar sakte hain, rates compare kar sakte hain, online bookings aur payments kar sakte hain, aur deals aur discounts pa sakte hain. Platform users ko detailed information dekar travel services search aur book karne ki suvidha pradan karta hai, jaise destination, travel dates aur passengers ki sankhya. Inke apps Android aur iOS devices ke liye available hain. June 2024 tak, ixigo ke lagbhag 398 employees hain jo 4 continents mein kaam kar rahe hain, jisme Asia, Europe aur North America shamil hain.
Ixigo ka strong user base aur innovative features ise Indian travel booking market mein acchi position mein rakhte hain.
Diversified business services:
Train Ticketing – 55.0%
Flight aur bus booking services – 22%
Software/Others – 23%
MOAT over competitors:
Jab major competitors jaise EaseMyTrip, Yatra, aur MakeMyTrip primarily flights aur hotels par focus karte hain, ixigo ne train booking market mein lagbhag 50% market share ke saath capitalise kiya hai.
Financial:
Company ka recent financial performance encouraging hai, jo growth potential indicate karta hai.
FY24 revenue INR 656 Crs Vs. 501 Cr in FY23, jo 30% ka YoY growth hai, OPM 6% hai
FY24 PBT INR 61 Cr Vs. 21 Cr in FY23, jo lagbhag 300% ka YoY growth hai PE: 158 (Filhaal bahut expensive hai)
Face Value: INR 1, MCAP: 6844 Crs ROCE: 7.7%, ROE: 10.7%
Promoter Holding: 0% (unknown), FIIS: 58%, DIIS: 9.9%
Growing OCF: 43 Crs Vs. 31 Crs
Strength aur Opportunities:
ixigo ka focus Tier II aur smaller markets par raha hai, jo company ko train booking segment mein majboot pakad dilane mein madad kiya hai. ixigo ka competitive advantage railway ticketing space mein ek double-edged sword hai kyunki IRCTC dono iska partner aur sabse bada rival hai
Global travel technology market ka valuation 2022 mein $9.4 billion tha aur yeh 2032 tak $21 billion tak pahunchne ka anuman hai, jo 2023 se 2032 tak 8.6% ka CAGR dikhata hai.
View:
Analysts maante hain ki company ko apni technological capabilities ko enhance karna chahiye aur Tier II aur beyond markets mein apni market outreach expand karni chahiye taaki sustainable growth achieve ho sake.
Disclaimer: Yeh buying/selling recommendation nahi hai. Shares kharidne/bechne se pehle apne financial advisor se sampark karein.
(Composed by Rizwan Aarif - Shariah Compliant Share Market Group Admin)
AI-based online platform hai jo kai travel services provide karta hai. Yeh flights, hotels, trains, buses aur deals ki information provide karta hai taaki trips ko organize, book aur track karne mein madad ho sake. Users customized searches kar sakte hain, rates compare kar sakte hain, online bookings aur payments kar sakte hain, aur deals aur discounts pa sakte hain. Platform users ko detailed information dekar travel services search aur book karne ki suvidha pradan karta hai, jaise destination, travel dates aur passengers ki sankhya. Inke apps Android aur iOS devices ke liye available hain. June 2024 tak, ixigo ke lagbhag 398 employees hain jo 4 continents mein kaam kar rahe hain, jisme Asia, Europe aur North America shamil hain.
Ixigo ka strong user base aur innovative features ise Indian travel booking market mein acchi position mein rakhte hain.
Diversified business services:
Train Ticketing – 55.0%
Flight aur bus booking services – 22%
Software/Others – 23%
MOAT over competitors:
Jab major competitors jaise EaseMyTrip, Yatra, aur MakeMyTrip primarily flights aur hotels par focus karte hain, ixigo ne train booking market mein lagbhag 50% market share ke saath capitalise kiya hai.
Financial:
Company ka recent financial performance encouraging hai, jo growth potential indicate karta hai.
FY24 revenue INR 656 Crs Vs. 501 Cr in FY23, jo 30% ka YoY growth hai, OPM 6% hai
FY24 PBT INR 61 Cr Vs. 21 Cr in FY23, jo lagbhag 300% ka YoY growth hai PE: 158 (Filhaal bahut expensive hai)
Face Value: INR 1, MCAP: 6844 Crs ROCE: 7.7%, ROE: 10.7%
Promoter Holding: 0% (unknown), FIIS: 58%, DIIS: 9.9%
Growing OCF: 43 Crs Vs. 31 Crs
Strength aur Opportunities:
ixigo ka focus Tier II aur smaller markets par raha hai, jo company ko train booking segment mein majboot pakad dilane mein madad kiya hai. ixigo ka competitive advantage railway ticketing space mein ek double-edged sword hai kyunki IRCTC dono iska partner aur sabse bada rival hai
Global travel technology market ka valuation 2022 mein $9.4 billion tha aur yeh 2032 tak $21 billion tak pahunchne ka anuman hai, jo 2023 se 2032 tak 8.6% ka CAGR dikhata hai.
View:
Analysts maante hain ki company ko apni technological capabilities ko enhance karna chahiye aur Tier II aur beyond markets mein apni market outreach expand karni chahiye taaki sustainable growth achieve ho sake.
Disclaimer: Yeh buying/selling recommendation nahi hai. Shares kharidne/bechne se pehle apne financial advisor se sampark karein.
(Composed by Rizwan Aarif - Shariah Compliant Share Market Group Admin)
👍14