#Results # THURSDAY
#NiftyWaali
Hero MotoCorp
Tata Consumer Products
#VaydaWaali
Coforge
#CashWaali
Adani Power
Adani Transmission
Blue Star
Century Textiles
ICRA
Praj Industries
Raymond
Sundram Fasteners
Solara Active
Apcotex Industries
CreditAccess, etc
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*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
#NiftyWaali
Hero MotoCorp
Tata Consumer Products
#VaydaWaali
Coforge
#CashWaali
Adani Power
Adani Transmission
Blue Star
Century Textiles
ICRA
Praj Industries
Raymond
Sundram Fasteners
Solara Active
Apcotex Industries
CreditAccess, etc
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
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Market Wizard
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Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
*Brokerage Radar*
*MS on Tata Steel*
*OW, TP Rs 1000*
Key highlights:
a)in-line consol EBITDA despite better performance in India due to miss in Europe
b)robust cash flow & net debt reduction
c) restart of KPO2 capex
d) Dividend of Rs 25/sh, payout one of highest in last few yrs
*Macquarie on Tata Steel*
*O-P. TP Rs 1045*
Solid quarter; Constructive outlook
Solid deleveraging; announces growth capex
Key to track: earnings outlook particularly for EU given contract renegotiation, domestic demand outlook & expansion capex & timelines.
*CLSA on Tata Steel*
*Buy, TP Rs 1150*
4Q consol Ebitda 11% above est, debt reduction remains strong
Most biz performed better than est
Best-ever standalone profitability & 1Q likely to be even stronger
Europe largely in line; clarity awaited on several issues
*JPM on Tata Steel*
*OW,TP Rs 1250*
Large beat in 4Q, consol EBITDA at Rs141.8bn vs consensus of Rs128bn & underlying PAT at Rs80bn (reported PAT Rs71bn) vs consensus of Rs74bn
Given large price hikes seen in April & May, 1HFY22
should be very strong
*Jefferies on Tata Steel*
4Q adjusted EBITDA rose 68% QoQ (78% above 4QFY19) & 18% above JEFe
Rising steel prices drove sequentially higher EBITDA/t across biz
TATA generated free cash flow of Rs88bn in 4Q
Net Debt sell by Rs 90/sh
*Investec on Tata Steel*
Best is ahead… Preferred ferrous proxy
Operational beat across regions, strong CF generation (FCF Rs88/238b Q4/FY21) aids B/S deleveraging (debt reduction by Rs293b over FY21 to Rs753b)
Net gearing <1x
Dividends Rs25/sh
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*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
*MS on Tata Steel*
*OW, TP Rs 1000*
Key highlights:
a)in-line consol EBITDA despite better performance in India due to miss in Europe
b)robust cash flow & net debt reduction
c) restart of KPO2 capex
d) Dividend of Rs 25/sh, payout one of highest in last few yrs
*Macquarie on Tata Steel*
*O-P. TP Rs 1045*
Solid quarter; Constructive outlook
Solid deleveraging; announces growth capex
Key to track: earnings outlook particularly for EU given contract renegotiation, domestic demand outlook & expansion capex & timelines.
*CLSA on Tata Steel*
*Buy, TP Rs 1150*
4Q consol Ebitda 11% above est, debt reduction remains strong
Most biz performed better than est
Best-ever standalone profitability & 1Q likely to be even stronger
Europe largely in line; clarity awaited on several issues
*JPM on Tata Steel*
*OW,TP Rs 1250*
Large beat in 4Q, consol EBITDA at Rs141.8bn vs consensus of Rs128bn & underlying PAT at Rs80bn (reported PAT Rs71bn) vs consensus of Rs74bn
Given large price hikes seen in April & May, 1HFY22
should be very strong
*Jefferies on Tata Steel*
4Q adjusted EBITDA rose 68% QoQ (78% above 4QFY19) & 18% above JEFe
Rising steel prices drove sequentially higher EBITDA/t across biz
TATA generated free cash flow of Rs88bn in 4Q
Net Debt sell by Rs 90/sh
*Investec on Tata Steel*
Best is ahead… Preferred ferrous proxy
Operational beat across regions, strong CF generation (FCF Rs88/238b Q4/FY21) aids B/S deleveraging (debt reduction by Rs293b over FY21 to Rs753b)
Net gearing <1x
Dividends Rs25/sh
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
Telegram
Market Wizard
FREE FINANCIAL EDUCATIONAL CHANNEL
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Bulk Deal & Insider Trade Update
*Bulk deal*
🔸Mirc Electronics Ltd. : Bennett Coleman & Co Ltd Sell 5000000 Shares @ Rs. 15.13
*Insider Trade*
*Acquisition*
🔸Rajkumar Doppalapudi Promoter Acquisition 244958 shares of Privi Speciality Chemicals Ltd on 04-May-21
🔸Prasanna Raj Promoter Acquisition 101800 shares of Privi Speciality Chemicals Ltd on 04-May-21
🔸Dxaesh B. Shah Promoter Acquisition 232239 shares of Hipolin Ltd. on 03-May-21
🔸Shiva Shankar Naga Roddam Director Acquisition 300000 shares of Subex Ltd. on 03-May-21
*Disposal*
🔸 Promoter Group Disposal 20067828 shares of Privi Speciality Chemicals Ltd
🔸Rekha B. Shah Promoter Group Disposal 232239 shares of Hipolin Ltd. on 03-May-21
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
*Bulk deal*
🔸Mirc Electronics Ltd. : Bennett Coleman & Co Ltd Sell 5000000 Shares @ Rs. 15.13
*Insider Trade*
*Acquisition*
🔸Rajkumar Doppalapudi Promoter Acquisition 244958 shares of Privi Speciality Chemicals Ltd on 04-May-21
🔸Prasanna Raj Promoter Acquisition 101800 shares of Privi Speciality Chemicals Ltd on 04-May-21
🔸Dxaesh B. Shah Promoter Acquisition 232239 shares of Hipolin Ltd. on 03-May-21
🔸Shiva Shankar Naga Roddam Director Acquisition 300000 shares of Subex Ltd. on 03-May-21
*Disposal*
🔸 Promoter Group Disposal 20067828 shares of Privi Speciality Chemicals Ltd
🔸Rekha B. Shah Promoter Group Disposal 232239 shares of Hipolin Ltd. on 03-May-21
https://t.me/marketswizard
*Learning and earning group*
https://t.me/BooksMakeIndiaRead
*Knowledge Enhancement Group*
Telegram
Market Wizard
FREE FINANCIAL EDUCATIONAL CHANNEL
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Disclaimer : We are not SEBI Registered. Please consult your financial advisor before investing.
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
Shanti Gears recommended at 128 and added till 120 in Market Wizard Newsletter Issue 1 dated 13th March. Today stock made high of 160❤️. 25% returns in less than 2 months. Short Term Players can book. Long Term players hold for more. Follow Market Wizard Newsletters for more such amazing picks. 🧙🏻♂️
Short Term Bumper Call
Buy NDL at CMP of 33.4 - 33.9 and dips till 31.5
Sl 29.8
Targets:- 34.8 - 35.5 - 36.5 - 37.5 - 38.5 - 40+
Above 40 we can see 43 - 47 - 50
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing
Buy NDL at CMP of 33.4 - 33.9 and dips till 31.5
Sl 29.8
Targets:- 34.8 - 35.5 - 36.5 - 37.5 - 38.5 - 40+
Above 40 we can see 43 - 47 - 50
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor before investing