Levels of Conviction (L.O.C) Public Channel
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"Welcome to L.O.C - Levels of conviction"
Get expert stock market learning : Cash stock picks, short & long-term/positional trading with fundamental & technical analysis, and investment portfolios ✉️- @Dr_Rexus
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Good Morning all.
If anything comes will post here.
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⭐️ MMWD Master Portfolio 2.0⭐️
⭐️ Stock 02 - TATA TECHNOLOGY ⭐️

Tata Technologies : Now 999
MIDCAP COMPANY

➡️52W time high/low : 1400 / 982
➡️Discount from 52W high : -28.64%
➡️Discount from ATH : -28.64%
➡️Market cap : 40,526 Cr.
➡️Stock PE : 62.4 Ind PE : 38.5
➡️ROCE : 28.3% 🔼
➡️ROE : 21.9% 🔼
➡️Sales growth 3Y : 29% 🔼
➡️Sales growth 5Y : 11.7%
➡️Profit growth 3Y : 41.8% 🔼
➡️Profit growth 5Y : 13.6%
➡️OPM 5Y : 17.8% 🔼
➡️ROE 3Y : 21.9% 🔼
➡️ROE 5Y : 19.0% 🔼
➡️3Y Free cash flow : 438 Cr
➡️5Y Free cash flow : 1,752 Cr 🌟
➡️Debt : 257 cr
➡️Dividend yield : 0.84%
➡️NPM Preceding year : 14.1% 👍
➡️PB: 12.6 (2024 LOW 12.5) Median : 12.9 👍
➡️PE : 62.4 ( Mar 2024 LOW 56 )Meadian : 61.7 👍
➡️EPS : 16.2 (Mar 2024 LOW 18.21)

2019 >> 2024 (5Y)

Sales 2942 cr >> 5129 cr 5Y (1.8X)
Net Profit 353 cr >> 650 cr 🔽 (2X) 👍
Eps N/A '19 >> 16.02' 🔽 👍

Why to buy -
1. Company is working in aerospace
2. Mostly working with world-class luxury OEM Manufacturer
3. Working on AI integration in automobile
4. Improving PAT margins to 12.8% and expected to grow more
5. Major Revenue from TATA MOTORS & JLR Europian Manufacturers
6. Joint ventures with big brands like BMW and Mercedes
7. 2025 Q2/3/4 expected good steady growth
8. Can be a very good player in aerospace going forward
The public channel will just share trades.

"Position sizing & capital allocation" you decide.

For ideal trading always us 5% to max 10% each trade.
Forwarded from Levels Of Conviction_Premium (L.O.C)
This week central baks of the US, Japan, and UK will decide on rates...

US may or may not cut rates. If they don't cut rates now, the commentary will be positive. September rate cut is given.

UK will cut rates by 0.25%.

Japan may HIKE interest rate.
Buy Sonam LTD :
Now : 58.23
Mircocap it is
Buy in small qty.
Positional trade.
Target : 60.13 / 62.94 / 65.77 / 69.89 / 75.04 / 79.07 / 81.65

MMWD Ultimate target: 85.90
2nd stock shared in Premium
Potential 10/28%
Forwarded from Levels Of Conviction_Premium (L.O.C)
Vinati Organics - Patient investor got 21%
Stock hit T4 Level 2170 exact opening and profit booking
Forwarded from Levels Of Conviction_Premium (L.O.C)
PVR 1520 (MMWD portfolio stock)
In portfolio nearly 5% up. ❤️
Forwarded from Levels Of Conviction_Premium (L.O.C)
Buy IDFC first : 74.87
Positional targets good
1 channel batao jisne aaj bnf downside bola hoga..
+1044 to -109

+343 pe bola tha.
Those who understand price action..
Will understand what's coming.
Forwarded from Levels Of Conviction_Premium (L.O.C)
As per my study right buying of
Nifty bank at 50102 to 49693
Max 49049 area near about this 1000 point zone