ZF COMMERCIAL VEHICLE CONTROL
SYSTEM
15937
SHORT TERM INSHAALLAH

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."

Short term
Wipro
CMP 506
For 15  to 30 points
Stoploss 490

KEI
Short term
CMP 4225
Possibility 4325 to 4425
Stoploss 4200

BTST
Infibeam
CMP 32.55
Possibility : 3% to 5%
Stoploss 29

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

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)

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)

Updated.
SCSM algo indicator

Release Notes:
Updated
Improved Stop loss.
Drawdown decreased.
RSI comparison table added.
RSI divergence signal added.
Customisation enabled.

You can check ✔️

https://in.tradingview.com/script/VGoucgoO-SWING-STOCH-RSI-CCI-Strategy-SCSM-Algo/


How to add
https://youtu.be/VdIcT6Ozhyw?feature=shared

Brainbees Solutions Limited – FirstCry IPO tajziya:

OLA Electric jaisi doosri nuqsan mein chalne wali companyon ki tarah FirstCry ka IPO bhi bara hai, jo taqriban 4,193 crore rupaye ka hai. Qaabil e zikar baat yeh hai ke is mein se sirf 1,666 crore rupaye (taqriban 40%) company ko milenge, jab ke baaqi 2,527 crore rupaye (taqriban 60%) farokht ki peshkash (OFS) ke tor par honge.

IPO ki tafseelaat:

- IPO ki tareekh: 6 August – 8 August
- Face Value: 2 rupaye fi share
- Price Band: 440 se 465 rupaye fi share
- Lot Size: 32 shares

Karobari jaiza:

FirstCry noomolood bachon se le kar 12 saal tak ke bachon ki zarooriyat ko poora karta hai, jisme kapray, jootay, baby gear, nursery items, diapers, khilone, aur zaati nigehdasht ki masnuaat shaamil hain. Yeh Bhartiya third-party brands, global brands, aur apne in-house brands se masnuaat pesh karta hai.

Company ke maa'on, bachon, aur bachon ke liye wasee product peshkash mein 7,500 se zyada brands se 1.5 million se zyada SKUs shaamil hain. Unka multi-channel platform kapray aur fashion, khilone, kitaabein, school supplies, diapers, nahane aur jild ki dekhbhal, ghiza aur doodh pilana, sehat aur hifazat, baby gear, aur maternity wear jaise categories ko cover karta hai.

Maliyati tafseelaat:

- FY24 Revenue: 6,575 crore rupaye, saal dar saal (YoY) 5,731 crore rupaye se 14% ka izafa
- PAT24: (321) crore rupaye ka nuqsan, saal dar saal (YoY) (486) crore rupaye ke nuqsan se 51% ki kami
- Net Worth: 3,170 crore rupaye, saal dar saal (YoY) 3,456 crore rupaye se 9% ki kami

Masla ki ashya:

1. "BabyHug" brand ke tehat naye jadeed stores ka qiyaam aur Bharat mein ek godaam ka qiyaam.
2. FirstCry brand aur company ke doosre house brands ke tehat naye jadeed stores ka qiyaam aur Bharat mein Digital Age ke milkiyat aur control wale mojooda pehchane gaye jadeed stores ke liye kiraye ki adaigi.
3. Ghair mulki tosee ke liye moawin FirstCry Trading mein sarmaya kari, jisme naye jadeed stores ka qiyaam aur Saudi Arab (KSA) mein godaamon ka qiyaam shaamil hai.

Nazar:

Nuqsan mein hone ke bawajood, FirstCry bachon ki masnuaat ke liye aik ahem intekhab bani hui hai. IPO ya to discount listing ya maamooli listing faida ka natija ho sakta hai. Halaankeh, IPO ke size ko dekhte hue, allotment ka imkaan kaafi zyada hai.

My view:
Avoid

(Post by Rizwan Aarif - Shariah Compliant Share Market Group Admin)

US fall is because of weak  production growth data(pmi-manufacturing) , no rate cut , all tech companies  quarterly results r good but management forecasted commentry for future is not expected, geo-political situation war,job cut n cloud of recession...

Monday gap down .

No doubt market will be negative next week but 2 positive points, fiis may come and nifty has support at 24400

powel should have listen us on dated 17 july n 27 July  .. hopefully he will on 17-18 sept(rate cut) or even this month intermediary in unplanned meeting  then boom..

Reason to worry in next week is there but not as big as covid or 2008 fall... Us has to take specific actions  i.e. rate cut , no war, china withdrawal from  treasury bond .


Important to see 24400 nifty ,good support level , above that not to worry , but below that really to worry a lot .. Monday Tuesday nifty may fall to touch this level , hope for reversal from this level , Wednesday onwards may see some positive reversal n fiis entry here, next we will re analyse...don't forget Iran factor this would be out of syllabus.

Current scenario is a slow down job cuts etc(negative) first if at all 24400 broken then we have budget low then recession (dehli door hai) , and not a recession, atleast will not come before 3-4 months insha Allah 😳🤔

What to do :: analysis to sell weak fundamentals,tech weak below 21 ema , overvalued... analysis to  Buy good one in dip correction , looks for stocks which can beat index

This is my perception n probabilities , I may be wrong , as not No decision pls consult ur financial advisor

Hope some clarity u have now ?

🚨🚨🚨
Assalamualaikum
Don't share xyz stock down such %
Wait and watch

Ghabrao Nhi second half me Recovery ayegi..
Imshallah

Jald baaji na kare...

Small. Profit
Small Loss

Ki position close kar len..
Aur sukoon se baithe.

GANGA FORGING
7.52
LONG TERM INSHAALLAH

BLACK BOX
579
LONG TERM INSHAALLAH

EMAMI LTD
CMP 744

For Mid to Long Term

InshaAllah

Nervous naa hoo members. Market kahi nhi Jaa rhi. 2-4 din ke baat hai bus.

Short term
Andrew yule
CMP 56.60
For 5% to 8%
Stoploss : 50

About Mutual fund NAV:

If you want today's rate (NAV) while buying in a mutual fund, place your order and make payment before 2PM IST.

Contact your broker if you are not sure. I have given you a safest entry time.

POKARNA
798.6
SHORT TERM INSHAALLAH