Things getting very intense now. We will witness a long term effect here if nothing conclusive comes out diplomatically.
Last Night News
France calls on its nationals to leave Russia immediately.
US embassy says Americans in Russia should leave immediately while there are still outbound flights available.
- If you have FRIENDS and FAMILIES in Russia, please send this to them. This is the US Embassy hinting that they will “Close the Borders” SOON.
#USA #Russia
France calls on its nationals to leave Russia immediately.
US embassy says Americans in Russia should leave immediately while there are still outbound flights available.
- If you have FRIENDS and FAMILIES in Russia, please send this to them. This is the US Embassy hinting that they will “Close the Borders” SOON.
#USA #Russia
Adani Transmission Looks good CMP 2114
SL 1950
Target 2400-2500
SL 1950
Target 2400-2500
If u want to enjoy these dip
Start investing 20% of your capital in every big fall.
This means whenever u see there is Panic selling, put in your 20% Capital in the market.
This is the only way u can make good out of this opportunity.
No one can buy exact dip and sell at exact Top 👍
Start investing 20% of your capital in every big fall.
This means whenever u see there is Panic selling, put in your 20% Capital in the market.
This is the only way u can make good out of this opportunity.
No one can buy exact dip and sell at exact Top 👍
Always Remember
Everytime Market falls, the bounce is more than market correction.
So if market falls 20%, bounce will be more or around 30% atleast.
Keep buying in every dip in phased manner. This is the Mantra for Investment 👍
Everytime Market falls, the bounce is more than market correction.
So if market falls 20%, bounce will be more or around 30% atleast.
Keep buying in every dip in phased manner. This is the Mantra for Investment 👍
Abbot India at great levels to invest CMP 17700
Target 20000-22000
Can accumulate 👍
Target 20000-22000
Can accumulate 👍
Hindalco was suggested as best pick in Metals. Just see it trading at life time high even after all such troubles
Suggested around 450 levels CMP 575 ✈️✈️✈️✌️✌️🥳🥳🥳
Suggested around 450 levels CMP 575 ✈️✈️✈️✌️✌️🥳🥳🥳
Apollo hospital looks good. Can accumulate, CMP 4800
Target 5500-5700
Medium term view
Target 5500-5700
Medium term view
Whatever I am suggesting, accumulate in phased manner. This is because the situation is still not certain. Anything can happen. So don't rush in with full capital 👍
GAEL has a premium chart structure. The chart structure is ready for good up move. It may take time but we will definitely see 300++++ levels soon.
Keep Accumulating 👍 CMP 205
Keep Accumulating 👍 CMP 205
Add Tips Industries in phased manner CMP 2030
Target 2400-2500
Target 2400-2500
Add Mastek at CMP 2850
Target 3200-3300
Phased Manner 👍
Target 3200-3300
Phased Manner 👍
What I mean when I say phased manner ?
Suppose u have 100000, u can add 10 stocks of 10k each.
But for now u will add only 2.5k each
And everytime there is correction in market u keep adding 2.5k each
So in total 4 phases u will have your stocks of 10k each 👍
Suppose u have 100000, u can add 10 stocks of 10k each.
But for now u will add only 2.5k each
And everytime there is correction in market u keep adding 2.5k each
So in total 4 phases u will have your stocks of 10k each 👍
Add Cosmo Films at CMP 1608
In phased manner 👍
Target 1800-1900+++
In phased manner 👍
Target 1800-1900+++
Can accumulate Kitex at CMP 237 in Phased Manner for target of 280-300
Insider Trades - 4 Mar 2022
🍁Chambal Fertilisers & Chemicals: Promoter group Nilgiri Plantations bought 50,000 shares between Feb. 28 and March 2.
🍁Mukand: Promoters Bachhraj & Co. bought 8,537 shares on Feb. 28.
🍁Geojit Financial Services: Promoter BNP Paribas SA sold 85,739 shares between Feb. 24 and Feb. 25.
🍁Ramkrishna Forgings: Promoter Riddhi Portfolio bought 2,500 shares on March 2.
🍁Bajaj Auto: Promoter Group Maharashtra Scooters bought 14,000 shares on March 2.
🍁TeamLease Services: Promoter HR Offshoring Ventures and Promoter NED Consultants sold 16,000 shares each between Feb. 28 and March 3.
🍁Nuvoco Vistas Corporation: Promoter Niyogi Enterprise bought 50,000 shares on March 2.
🍁Chambal Fertilisers & Chemicals: Promoter group Nilgiri Plantations bought 50,000 shares between Feb. 28 and March 2.
🍁Mukand: Promoters Bachhraj & Co. bought 8,537 shares on Feb. 28.
🍁Geojit Financial Services: Promoter BNP Paribas SA sold 85,739 shares between Feb. 24 and Feb. 25.
🍁Ramkrishna Forgings: Promoter Riddhi Portfolio bought 2,500 shares on March 2.
🍁Bajaj Auto: Promoter Group Maharashtra Scooters bought 14,000 shares on March 2.
🍁TeamLease Services: Promoter HR Offshoring Ventures and Promoter NED Consultants sold 16,000 shares each between Feb. 28 and March 3.
🍁Nuvoco Vistas Corporation: Promoter Niyogi Enterprise bought 50,000 shares on March 2.
Add in phased manner Eclerx at CMP 2216
Target 2500-2600-2700
Target 2500-2600-2700
Add every stock in phased manner only because of uncertainty in Market 👍
Add Maan Aluminium at CMP 153
Accumulate in phased manner
Target 180-190-200
Accumulate in phased manner
Target 180-190-200
*IRCTC: Lightning strikes twice - Indian Railways to normalize 2S tickets to unreserved class, Downgrade to SELL*
Link to detailed note:
https://tinyurl.com/265znuj4
*2S class ticket to become unreserved again*: IRCTC has shared that the Indian Railways have now decided to normalize Second Seating class (2S) accommodations in all trains back to unreserved category as per the applicability in the pre-pandemic period. This announcement is a significant negative for IRCTC as at present 2S class accounts for nearly 38.6% (48mn qtr run rate) of tickets booked in Q3FY22. So the volume impact of this will be about 30% but the realization would improve by ~13% on favorable AC/Non-AC ticket mix. Also, the revenues from non-ticketing part would see impact of about ~17% on account of lower monetization due to lower volumes on Advertisements/Agent fees/PG/Bank Charges revenues.
*Impact on estimates*: Would impact the ticketing segment rev by nearly 14%/20% for FY23/FY24E respectively (lower impact assumed for FY23, as this may get implemented effective 1st July’22 i.e. 120 days from now, given advance bookings on IRCTC portal). On overall basis the revenues may get impacted by 6%/8% for FY23/FY24E while the EPS impact is expected to be about 12%/15% for FY23/FY24E respectively.
*The Road Ahead*: With this event, we believe not only it results in the volume impact right away but it also weakens the prospects for potential new revenue opportunities from unreserved ticketing that was expected in case its merger with CRIS goes through (as advised by Sanyal Committee report in Sep’21). As current stance suggest Indian Railways is in no hurry to uplift the experience of unreserved consumers and thus would mean no near term potential from monetization through convenience fees on large unreserved ticketing pool (in Pre-Covid period 85% of all tickets booked on Indian rail networks were in unreserved class). The only catalyst could be accelerated New train launches as Dedicated Freight Corridor completion would free up the passenger routes (demands to remain healthy).
*View*: This event was a consistent investor concern and has finally come out to be true, and would add more uncertainty around the sudden change in policies by Indian Railways and its potential impact on earnings across business segments and thus, we believe the stock would see some de-rating. Baking in our revised estimates and factoring higher risk-premium in our DCF assumptions we downgrade the stock to Sell rating with TP of Rs600 (implies 45.5x FY24E earnings on PER basis).
Regards
Rahul Jain
Dolat Capital
Link to detailed note:
https://tinyurl.com/265znuj4
*2S class ticket to become unreserved again*: IRCTC has shared that the Indian Railways have now decided to normalize Second Seating class (2S) accommodations in all trains back to unreserved category as per the applicability in the pre-pandemic period. This announcement is a significant negative for IRCTC as at present 2S class accounts for nearly 38.6% (48mn qtr run rate) of tickets booked in Q3FY22. So the volume impact of this will be about 30% but the realization would improve by ~13% on favorable AC/Non-AC ticket mix. Also, the revenues from non-ticketing part would see impact of about ~17% on account of lower monetization due to lower volumes on Advertisements/Agent fees/PG/Bank Charges revenues.
*Impact on estimates*: Would impact the ticketing segment rev by nearly 14%/20% for FY23/FY24E respectively (lower impact assumed for FY23, as this may get implemented effective 1st July’22 i.e. 120 days from now, given advance bookings on IRCTC portal). On overall basis the revenues may get impacted by 6%/8% for FY23/FY24E while the EPS impact is expected to be about 12%/15% for FY23/FY24E respectively.
*The Road Ahead*: With this event, we believe not only it results in the volume impact right away but it also weakens the prospects for potential new revenue opportunities from unreserved ticketing that was expected in case its merger with CRIS goes through (as advised by Sanyal Committee report in Sep’21). As current stance suggest Indian Railways is in no hurry to uplift the experience of unreserved consumers and thus would mean no near term potential from monetization through convenience fees on large unreserved ticketing pool (in Pre-Covid period 85% of all tickets booked on Indian rail networks were in unreserved class). The only catalyst could be accelerated New train launches as Dedicated Freight Corridor completion would free up the passenger routes (demands to remain healthy).
*View*: This event was a consistent investor concern and has finally come out to be true, and would add more uncertainty around the sudden change in policies by Indian Railways and its potential impact on earnings across business segments and thus, we believe the stock would see some de-rating. Baking in our revised estimates and factoring higher risk-premium in our DCF assumptions we downgrade the stock to Sell rating with TP of Rs600 (implies 45.5x FY24E earnings on PER basis).
Regards
Rahul Jain
Dolat Capital