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Hfil call given to all group members today and made a high of 11.9❤️❤️

6.7% returns done ❤️

Members can book profit at their own comfort or hold with TSL
Tata motors option call given to Premium group members today and made a high of 12.5❤️❤️

1.05points * 2850
2990₹ profit per lot❤️

Members can book profit at their own comfort or hold with TSL
*Stocks under F&O ban on NSE*
Three stocks - BHEL, Canara Bank and Punjab National Bank - are under the F&O ban for May 25. Securities in the ban period under the F&O segment include companies in which the security has crossed 95 percent of the market-wide position limit.
*Results on May 25*
Ajmera Realty & Infra India, Alkem Laboratories, AstraZeneca Pharma India, Bajaj Electricals, Bayer Crop Science, Emami, GATI, Indoco Remedies, Newgen Software Technologies, Thermax and VIP Industries are
among the companies that will announce their March quarter results on May 25.
Economic Times

 

Business Standard

Ø  Bank credit grows by 6.02 per cent; deposits by 9.87 per cent

Ø  India's threshold inflation level is 6 per cent: Fromer MPC member

Ø  DLF leases 3 lakh sq ft office space in Gurgaon

Ø  Centre launches first phase of MCA21 Version 3.0

Ø  FY21 FDI inflows up 10%, highest jump in investments from Saudi Arabia

Ø  NBFCs stop lending on fear of rising defaults

Ø  RBI issues guidelines for amalgamation of district central co-op banks with state co-op banks

 

Ø  Mix of fiscal, monetary policies to mitigate economic downturn: RBI study

Ø  Banks in India report loan fraud worth Rs 5 trn, SBI's amount largest

Ø  SAT grants interim stay on Sebi's order against Yes Bank in AT-1 bond case

Ø  Anmi urges Sebi to reconsider proposal on 100% levy on peak margin

Ø  Icra pegs Q4 GDP growth at 2%; projects 7.3% contraction in FY21

Ø  Microfinance sector stares at sequentially challenging year: India Ratings

Business Line

 

Mint

Ø  Training, placement under Centre’s skill development programme declines in FY21

Ø  Philippines opens its rice market to India with duty cut

Ø  GMM Pfaudler starts operations at acquired facility at Vatva

Ø  Ramco Cements posts ₹761-cr profit in FY21 on better margins

Ø  Grasim net up 13% in Q4 on better realisation

Ø  ‘User industry concern on high steel prices unfounded’

 

Ø  Banking tech startup Zeta raises $250 million from SoftBank Vision Fund 2

Ø  Pfizer will supply Covid vaccine only to central govt, says company

Ø  JSW Steel denies Liberty asset bid as mill plans India expansion

Ø  Bharat Biotech submits 90% documentation to WHO for EUL of Covaxin

Ø  Bitcoin bounces back above $38,000 after weekend selloff

Financial Express

 

Business  World

Ø  Maintain RoDTEP rates to at least 5 % for zinc, lead exports: ILZDA to govt

Ø  DHFL lenders challenge NCLT order on considering Wadhawan’s offer

 

Ø  SAT Grants Interim Stay On Sebi's Order Against Yes Bank In AT-1 Bond Case

Ø  Maintain RoDTEP Rates To At Least 5 % For Zinc, Lead Exports: ILZDA To Govt

 
GM jsk stock in news cadila,cipla,indiacem,polymedi,jkpaper,balpharma,igpetro,thermax,natco,salasar,thangamaye,titan,tbz,kalyan. Negative stocks amarraja,barbeque. Nifty range 15125-15350.
*Alert: Due to Bank Holiday on 26th May, (Mkt is open) Shares bought in cash segment on 25/05/2021 can't be sold on 26/05/2021,BTST not allowed*
*Sanjiv Bhasin - Summary of Webinar with CA Program*

• Very difficult to buy in fear and sell in greed. However, that is required to make money.

•Next year autos, hotels, airlines, rural consumption – basically discretionary consumption will hit new highs as people will want to live their life to the fullest.

•Real Estate – DLF, Godrej Properties – growth is expected to be strong

•Construction – NBCC (very well poised), L&T (expect to report robust numbers).

•Pharma – making the most of the current situation.

•Look for good business in midcap names which has potential to become large caps.

•Disinvestment opportunity – BPCL, Concor, BEML, SCI.

•PSUs is an opportunity which can offer significant appreciation – CPSE ETF (SIP)

•Top 10 picks – Godrej Properties (TP – INR 2500 – 1 yr), Bharti Airtel (TP – 700), Equitas Holding, RBL Bank (TP – INR 350), Indiabulls Housing (TP – INR 275), DCB Bank, Bosch (TP – INR 22,000), Godrej Consumer (CEO, product, margins), Zee Entertainment (TP – INR 350), NBCC

•Textiles – Arvind and Nihar Spinning (if someone wants to have exposure in the sector)

•Commodity – but at high PE and be cautious when the PE normalises.

•EV story – basket of OEMs, and Motherson Sumi in auto-ancillary.

•PSU Banks will benefit from economic recovery – SBI, PNB, Can Bank, BoB

•Retail bank story – IDFC First (holds in personal portfolio)

•IT – Tech Mahindra, HCL Tech

•Building – UltraTech is the best play

•Pharma – Sun Pharma, Lupin (can benefit from US markets), DIVIS (CRAM play)
Abhishek Kothari 🇮🇳 (@kothariabhishek) Tweeted:
.@CNBCTV18Live
Amara Raja Batteries Ltd
Seller: Clarios ARBL Holding LP
Stake sale of 10% holding in the co.
Pre sale stake at 24%; post sale stake at 14%
Sole broker: Citigroup
Floor Price Rs746 (Disc of 4.82% to closing price)
Deal size: 1.71cr shares
Deal amt: Rs1274cr https://twitter.com/kothariabhishek/status/1396840754568257540?s=20
*JK Paper Ltd.* | *CMP* Rs. 152 | *M Cap* Rs. 2702 Cr | *52 W H/L* 168/85
(Nirmal Bang Retail Research)
*Result Improved*
Revenue from Operations came at Rs. 898.2 Cr (20.6% QoQ, 22.1% YoY) vs QoQ Rs. 744.9 Cr, YoY Rs. 735.9 Cr
EBIDTA came at Rs. 228.4 Cr (47.2% QoQ, 29.4% YoY) vs QoQ Rs. 155.2 Cr, YoY Rs. 176.5 Cr
EBITDA Margin came at 25.4% vs QoQ 20.8%, YoY 24%
Adj. PAT came at Rs. 135.8 Cr vs QoQ Rs. 65.9 Cr, YoY Rs. 92.7 Cr
Quarter EPS is Rs. 7.6
Share is trading at P/E of 7.1x FY22E EPS
*Mahanagar Gas Ltd.* | *CMP* Rs. 1141 | *M Cap* Rs. 11273 Cr | *52 W H/L* 1257/780
(Nirmal Bang Retail Research)
*Result below expection*
Revenue from Operations came at Rs. 717.7 Cr (7.7% QoQ, 4.5% YoY) vs expectation of Rs. 763 Cr, QoQ Rs. 666.4 Cr, YoY Rs. 686.6 Cr
EBIDTA came at Rs. 316.2 Cr (-0.2% QoQ, 29.7% YoY) vs expectation of Rs. 331.2 Cr, QoQ Rs. 316.7 Cr, YoY Rs. 243.8 Cr
EBITDA Margin came at 44.1% vs expectation of 43.4%, QoQ 47.5%, YoY 35.5%
Adj. PAT came at Rs. 212.8 Cr vs expectation of Rs. 235 Cr, QoQ Rs. 217.2 Cr, YoY Rs. 166.6 Cr
Quarter EPS is Rs. 21.5
Share is trading at P/E of 12.5x FY22E EPS
*Ramco Industries Ltd.* | *CMP* Rs. 299 | *M Cap* Rs. 2591 Cr | *52 W H/L* 326/105
(Nirmal Bang Retail Research)
*Result Declined*
Revenue from Operations came at Rs. 277.5 Cr (12.8% QoQ, 43.5% YoY) vs QoQ Rs. 245.9 Cr, YoY Rs. 193.3 Cr
EBIDTA came at Rs. 27.5 Cr (-25.5% QoQ, 249.9% YoY) vs QoQ Rs. 36.9 Cr, YoY Rs. 7.9 Cr
EBITDA Margin came at 9.9% vs QoQ 15%, YoY 4.1%
Adj. PAT came at Rs. 25.1 Cr vs QoQ Rs. 28.6 Cr, YoY Rs. 9.8 Cr
Quarter EPS is Rs. 2.9
Share is trading at P/E of 23.4x TTM EPS
*IG Petrochemicals Ltd.* | *CMP* Rs. 568 | *M Cap* Rs. 1749 Cr | *52 W H/L* 568/114
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 424.4 Cr (34.8% QoQ, 58.1% YoY) vs QoQ Rs. 314.8 Cr, YoY Rs. 268.5 Cr
EBIDTA came at Rs. 144.8 Cr (50.3% QoQ, 804.2% YoY) vs QoQ Rs. 96.3 Cr, YoY Rs. 16 Cr
EBITDA Margin came at 34.1% vs QoQ 30.6%, YoY 6%
Adj. PAT came at Rs. 99.9 Cr vs QoQ Rs. 62.9 Cr, YoY Rs. 4.2 Cr
Quarter EPS is Rs. 32.4
Share is trading at P/E of 9.3x TTM EPS
*Dalmia Bharat Sugar & Industries Ltd.* | *CMP* Rs. 329 | *M Cap* Rs. 2662 Cr | *52 W H/L* 355/55
(Nirmal Bang Retail Research)
*Result Improved*
Revenue from Operations came at Rs. 488.8 Cr (-19.3% QoQ, -11.1% YoY) vs QoQ Rs. 605.8 Cr, YoY Rs. 550.1 Cr
EBIDTA came at Rs. 127.2 Cr (128.4% QoQ, 32.6% YoY) vs QoQ Rs. 55.7 Cr, YoY Rs. 95.9 Cr
EBITDA Margin came at 26% vs QoQ 9.2%, YoY 17.4%
Adj. PAT came at Rs. 51.9 Cr vs QoQ Rs. 37.1 Cr, YoY Rs. 62 Cr (PAT is lower as compared to last year on account of higher depreciation as company has changed the method depreciation from SLM to WDV)
Quarter EPS is Rs. 6.4
Share is trading at P/E of 9.8x TTM EPS
*Balaji Amines Ltd.* | *CMP* Rs. 2893 | *M Cap* Rs. 9373 Cr | *52 W H/L* 2893/370
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 414 Cr (5.6% QoQ, 60.5% YoY) vs QoQ Rs. 392.1 Cr, YoY Rs. 258 Cr
EBIDTA came at Rs. 128.9 Cr (9.8% QoQ, 131.7% YoY) vs QoQ Rs. 117.4 Cr, YoY Rs. 55.6 Cr
EBITDA Margin came at 31.1% vs QoQ 29.9%, YoY 21.6%
Adj. PAT came at Rs. 84.5 Cr vs QoQ Rs. 75 Cr, YoY Rs. 30.8 Cr
Quarter EPS is Rs. 26.1
Share is trading at P/E of 32.9x FY22E EPS
*Barbeque - Nation Hospitality Ltd.* | *CMP* Rs. 640 | *M Cap* Rs. 2400 Cr | *52 W H/L* 839/481
(Nirmal Bang Retail Research)
*Result is ok. Higher PAT is account of lower interest depreciation costs*
Revenue from Operations came at Rs. 226.3 Cr (16.2% QoQ, 18.5% YoY) vs QoQ Rs. 194.8 Cr, YoY Rs. 191 Cr
EBIDTA came at Rs. 45.5 Cr (10.6% QoQ, 82.1% YoY) vs QoQ Rs. 41.2 Cr, YoY Rs. 25 Cr
EBITDA Margin came at 20.1% vs QoQ 21.1%, YoY 13.1%
Adj. PAT came at Rs. 6.2 Cr vs QoQ Rs. -3 Cr, YoY Rs. -44.7 Cr
Quarter EPS is Rs. 1.7
*WHAT THE BIG GUYS DID IN MONDAY’S TRADING SESSION:*

*INSTITUTIONS ACTIVITY:*

24th May 2021.

FII: +7830.55 - 7245.19= +585.36 Cr
DII +5329.13 - 6036.82 = -707.69 Cr

Idxfut +5194.92 - 5565.03 = -370.11 Cr
Idxopt +356911.03 - 357585.17 = -674.14 Cr
Stkfut + 42160.87 - 43951.38 = -1790.51 Cr
Stkopt + 23889.27 - 23667.86 = +221.41 Cr

Week Till Date
FII: +585.36 Cr
DII: -707.69 Cr.

Month till Date:
FII: -9881.79 Cr.
DII: +1502.03 Cr.

*SGX Nifty at 7:05 PM: (+06, 15204)*