Tube Investments of India 3450-3650
Expected level 4050
Support 3100

Quess Corp Ltd 500-590
Expected level 690
Support 395

Premium call update

Ahluwalia contract 595 to 1220+ 105% return in 10 months

Data Patterns 1415 to 2880 104% return in 11 months

Solar Industries 4515 to 9050+ 100% return in 14 months


𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗴𝗿𝗼𝘂𝗽 𝗴𝗶𝘃𝗲𝘀 𝟳𝟬-𝟭𝟱𝟬% 𝗿𝗲𝘁𝘂𝗿𝗻 𝗶𝗻 1-3𝘆𝗿𝘀

𝗙𝗿𝗲𝗲 𝗰𝗵𝗮𝗻𝗻𝗲𝗹 𝗴𝗶𝘃𝗲𝘀 𝟭𝟬-𝟯𝟬% 𝗿𝗲𝘁𝘂𝗿𝗻 𝗶𝗻 1-3𝘆𝗿𝘀

GE T&D India Ltd 815-915
Expected level 1200
Support 698

643🔥💥⚡️

1028💥⚡️

📊𝐑𝐞𝐜𝐲𝐜𝐥𝐢𝐧𝐠 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚.


▪️Ion Exchange (India) Ltd - Water Treatment
▪️Va Tech Wabag Ltd - Water Treatment
▪️Jash Engineering Ltd - Water Treatment
▪️Felix Industries Ltd - Water Treatment
▪️GRP Ltd - Tyre Recycling
▪️Tinna Rubber & Infrastructure Ltd - Tyre Recycling
▪️Indag Rubber Ltd - Tyre Recycling
▪️Elgi Rubber Company Ltd - Rubber Recycling
▪️Pondy Oxides & Chemicals Ltd - Lead Recycling
▪️NILE Ltd - Lead Recycling
▪️Eco Recycling Ltd - E-waste Recycling
▪️Cerebra Integrated Technologies Ltd - E-waste Recycling
▪️Gravita India Ltd - Led, Aluminium & Plastic Recycling
▪️Nupur Recyclers Ltd - Metal Scrap Recycling
▪️MSTC Ltd - Auto shredding, Metal Scrap and ship recycling
▪️Ganesha Ecosphere Ltd - Pet Waste Recycling
▪️Antony Waste Handling Cell Ltd - Integrated waste management

SmallCaps Down 4% From High

Some Stocks Down More then 25% From High

SPARC: -56%
MTAR Tech: -37%
Campus Foot: -36%
Tata Investment: -36%
TVS Supply Chain: -36%
Anupam Rasayan: -34%
Angel One: -34%
Tanla Platform: -32%
Alok Ind: -32%
Syrma SGS: -32%
Naveen Fluorine: -32%
Aether Ind: -31%
MMTC: -31%
PVR: -30%
GSFC: -30%
TTML: -30%
Birlasoft: -30%
GSPL: -28%
Alkyle Amine: -28%
Swan Energy: -28%
NBCC: -27%
Cyient: -27%
Sonata Soft: -27%

Sigachi Industries looks good for long term from this level

Sigachi Industries 55-68
Expected level 90
Support 45

Shipping Sector: Order Book
The Order Book status of 7 companies in the Shipping sector

1. Mazagon Dock Shipbuilders Ltd:
Co has constructed 801 vessels since 1960, including warships, submarines, cargo/passenger ships, and offshore platforms.

🔹M Cap: ₹45,070 Cr
🔹P/E: 29.8
🔹CMP: ₹2,235
🔹Total Orderbook: ₹39,463 Cr

2. Cochin Shipyard Ltd:
Leading player in ship construction, repairs, and upgrades, exporting 45 ships worldwide, including advanced vessels like Platform Supply & Anchor Handling Tug Supply Vessels.

🔹M Cap: ₹33,510 Cr
🔹P/E: 61
🔹CMP: ₹1,274
🔹Total Orderbook: ₹22,150+ Cr

3.CFF Fluid Control Ltd:
Company is primarily engaged in the business of manufacturing and servicing shipboard machinery.

🔹M Cap: ₹824 Cr
🔹P/E: 59.6
🔹CMP: ₹423
🔹Total Orderbook: ₹205.77 Cr

4. Dredging Corporation of India Ltd:
Engaged in providing integrated dredging services to ports, Indian Navy and other maritime organizations in India.

🔹M Cap: ₹2,141 Cr
🔹P/E: 46.8
🔹CMP: ₹765
🔹Total Orderbook: ₹1,088.7 Cr

5. Knowledge Marine & Engineering Works Ltd:
It is involved in the ownership, chartering, manning, operation, and maintenance of marine crafts and marine infrastructure in India.

🔹M Cap: ₹1,390 Cr
🔹P/E: 29.2
🔹CMP: ₹1,287
🔹Total Orderbook: ₹705.51 Cr


6. Garden Reach Shipbuilders & Engineers Ltd:
Co primarily caters to the shipbuilding needs of the Indian Navy and Coast Guard, being the first shipyard in India to export warships and deliver over 100 vessels to these defense forces.

🔹M Cap: ₹10,733 Cr
🔹P/E: 35.6
🔹CMP: ₹937
🔹Total Orderbook: ₹23618 Cr

7. Sadhav Shipping Ltd:
Company owns and operates marine assets to service ports, and coastal logistics, and provides other port maritime-related services.

🔹M Cap: ₹ 326 Cr
🔹P/E: 45.4
🔹CMP: ₹ 227
🔹Total Orderbook: ₹400 Cr

📊 25 Quality Stocks Failed to Beat Bank FDs in Last 3 Yrs 📊

🔸 HDFC Bank
🔸 Infosys
🔸 Hind. Unilever
🔸 Kotak Mah. Bank
🔸 Asian Paints
🔸 Wipro
🔸 HDFC Life Insur.
🔸 Divi's Lab.
🔸 Dr Reddy's Labs
🔸 Dabur India
🔸 Shree Cement
🔸 ICICI Pru Life
🔸 ICICI Lombard
🔸 Marico
🔸 SBI Cards
🔸 Berger Paints
🔸 P & G Hygiene
🔸 Honeywell Auto
🔸 Page Industries
🔸 Gujarat Gas
🔸 Biocon
🔸 3M India
🔸 Jubilant Food.
🔸 Indraprastha Gas
🔸 Syngene Intl.

📊 10 mid-cap stocks that large-cap MFs love to hold for higher returns 📊

1️⃣ Samvardhana Motherson International
2️⃣ Hero MotoCorp
3️⃣ Info Edge (India)
4️⃣ The Indian Hotels Company
5️⃣ Cummins India
6️⃣ The Phoenix Mills
7️⃣ PI Industries
8️⃣ Sona BLW Precision Forgings
9️⃣ FSN E-Commerce Ventures
🔟 Zydus Lifesciences

Sectors to Focus – Decadal Themes (Capex Upto 2030) 💰💰💰

As per MOFS, the sectors with major capex and the key beneficiary players are as follows;

🏷Green Energy (Capex – 22 TN Rs)

🟣ABB
🟣Cummins Ind
🟣Genus Power
🟣Hitachi Energy
🟣NTPC
🟣Praj Industries
🟣Siemens
🟣Tata Power
🟣Thermax

🏷Railways (Capex – 16.9 TN Rs)

🟣ABB
🟣CG Power
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣RVNL
🟣TD Power
🟣Titagarh Wagons
🟣Jupiter Wagons

🏷Power Transmission (Capex – 2.4 TN Rs)

🟣ABB
🟣Bharat Bijlee
🟣CG Power
🟣GE T&D
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣Siemens
🟣TRIL
🟣Voltamp

🏷Water Theme (Capex – 2.2 TN Rs)

🟣KEC
🟣KNR
🟣Kalpataru
🟣L&T
🟣NCC
🟣PNC Infra
🟣Va Tech

🏷Defense Theme (Capex – 2.0 TN Rs)

🟣BDL
🟣BEL
🟣BEML
🟣Bharat Forge
🟣Data Patterns
🟣Garden Reach ship
🟣HAL
🟣L&T
🟣Mazagaon Dock
🟣MTAR

🏷PLI Led Capex (Capex – 2.0 TN Rs)

🟣ABB
🟣Amber
🟣Dixon
🟣Isgec Heavy
🟣KEC
🟣Kalpataru
🟣L&T
🟣PG Electroplast
🟣Siemens
🟣Thermax

🏷Data Centres (Capex – 415 BN Rs)

🟣ABB
🟣Amber
🟣Blue star
🟣Cummins India
🟣Hitachi Energy
🟣KEC
🟣KOEL
🟣Kalpataru
🟣L&T
🟣Schneider
🟣Siemens
🟣Voltas

🏷Common Key Players

The common key beneficiaries among the above mentioned Sectors are as follows:

🟢ABB
🟢CG Power
🟢Cummins Ind
🟢Hitachi Energy
🟢KEC
🟢Kalpataru
🟢L&T
🟢Siemens
🟢Thermax

💎23 Small Cap Gems growing their Sales Rapidly

📈Sales growth >25% (3 Years CAGR)
📈YOY Quarterly Sales Growth> 25%

🔶Ksolves India Ltd
🔶Network People Services Technologies Ltd
🔶K.P. Energy Ltd
🔶Benares Hotels Ltd
🔶Spright Agro Ltd
🔶Venus Pipes & Tubes Ltd
🔶BIGBLOC Construction Ltd
🔶Skipper Ltd
🔶Som Distilleries & Breweries Ltd
🔶Wardwizard Innovations & Mobility Ltd
🔶Arvind SmartSpaces Ltd
🔶Muthoot Microfin Ltd
🔶Fusion Micro Finance Ltd
🔶Lloyds Enterprises Ltd
🔶Ugro Capital Ltd
🔶Ajmera Realty & Infra India Ltd
🔶Servotech Power Systems Ltd
🔶ESAF Small Finance Bank Ltd
🔶Suryoday Small Finance Bank Ltd
🔶Fino Payments Bank Ltd
🔶Enkei Wheels India Ltd
🔶Moschip Technologies Ltd
🔶Cartrade Tech Ltd

Dilip Buildcon Ltd

Outlook: Management is Targeting order inflows of Rs. 10,000 - Rs. 12,000 crores in FY25. Targeting further net debt reduction of at least Rs. 500 crore in FY25. Planning for 15 million ton coal production in the Siarmal mine in FY25. Expecting Rs. 508 crore from the divestment of 26% in the remaining 5 HAM assets to Alpha Alternatives in the first half of FY25. Projecting total extraction of 80 million tons of coal from the Siarmal mine over the next four years. Transitioning to DBL 2.0, focusing on long-term coal MDO and InvIT businesses.

Tata Group Stocks under Rs. 200

1⃣ Tata Teleservices (Maharashtra)
CMP: ₹75
1 Year Return: 22%

2⃣ Tayo Rolls
CMP: ₹102
1 Year Return: 40%

3⃣ Oriental Hotels
CMP: ₹146
1 Year Return: 56%

4⃣ Tata Steel
CMP: ₹164
1 Year Return: 50%

5⃣ Artson Engineering
CMP: ₹186
1 Year Return: 180%

🔥 SmallCap Stocks With Multibagger Potential

#NCC : ₹242
Expected level: ₹500

#ZENTEC : ₹934
Expected level: ₹2000

#KAYNES : ₹2531
Expected level: ₹5000

#NUCLEUS : ₹1310
Expected level: ₹2500

#KPIGREEN : ₹1852
Expected level: ₹3000

#KSOLVEINDIA : ₹1099
Expected level: ₹3000

Note:
Please note it's my personal Analysis and not a buy or sell recommendation

📊 Top EV Shares in India 2024: EV Companies to Add to Your Watchlist 📊

📮 India's transportation sector has been undergoing an electric revolution. Electric vehicles (EVs) sales are picking up speed, thanks to government support, soaring fuel costs, and ambitious green goals.

Vehicle Manufacturers 🏭
1️⃣ Tata Motors
2️⃣ Maruti Suzuki
3️⃣ Hero Moto Corp
4️⃣ Greaves cotton
5️⃣ Olectra Greentech

Auto ancillaries ⚙️
1️⃣ Sona BLW Precision Forgings
2️⃣ Lumax Auto
3️⃣ Minda Corporation
4️⃣ Gabriel India
5️⃣ Tata power

🚄 Companies Involved in the Bullet Train Project in India 🚄

📮 Among the biggest buzzing stories in the Indian stock market is railway stocks. This is with good reason. The government has announced a massive spending plan to modernise the Indian Railways.

1️⃣ L&T
2️⃣ IRCON
3️⃣ HCC

Unlisted Companies
4️⃣ Tata Projects
5️⃣ Afcons Infrastructure

Thermax Ltd : ₹ 4,595

3 Yr CAGR Sales Growth: 25%
3 Yt CAGR Profit Growth: 34%

Thermax is ⬆️ 45%+ in 2024

Prospective Analysis
With massive order book & strong margins, there is a strong possiblity that Thermax can more than double its profits in coming 3 yrs !