Market Wizard
DAICHI SL HIT CLOSING BELOW SL LEVELS I WILL EXIT AT 3.25 PM SORRY 😓
Daichi closing Above 370
I am carrying
I am carrying
JAGSON PAL PHARMA - 20%
INDOBORAX - 20%
DFM FOODS - 18%
ARSS INFRA - 18%
GOKUL AGRO - 15%
DELTON CABLES - 13%
NARAYANA HRUDALAYA - 19%
MONTE CARLO - 13%
SHREYAS SHIPPING - 10%
TIDE WATER - 10%
SIGIND - 10%
DCM - 10%
SIYARAM SILK - 10%
GPT INFRA - 12%
BLS - 11%
STOCKS WHICH ARE UP MORE THAN 10%. 🔥🔥
POWER OF MARKET WIZARD RESEARCH
INDOBORAX - 20%
DFM FOODS - 18%
ARSS INFRA - 18%
GOKUL AGRO - 15%
DELTON CABLES - 13%
NARAYANA HRUDALAYA - 19%
MONTE CARLO - 13%
SHREYAS SHIPPING - 10%
TIDE WATER - 10%
SIGIND - 10%
DCM - 10%
SIYARAM SILK - 10%
GPT INFRA - 12%
BLS - 11%
STOCKS WHICH ARE UP MORE THAN 10%. 🔥🔥
POWER OF MARKET WIZARD RESEARCH
INDIA (MAY) NIKKEI MARKIT MANUFACTURING PMI ACTUAL: 50.8 VS 55.5 PREVIOUS; EST 52.0
COAL INDIA: MAY TOTAL PRODUCTION AT (+1.7%) 42.1M TONS VS 41.4M TONS (YOY) || MAY SALES AT (+37.6%) 55.1M TONS VS 40M TONS (YOY)
NCC: CO HAS RECEIVED ONE NEW ORDER FOR RUPEES 2.34B (EXCLUSIVE OF GST) IN THE MONTH OF MAY, 2021
*Tata Motors May 2021 Sales – Above Expectations*
(Nirmal Bang Retail Research)
Total Domestic CV came at 9371 units vs expectation of 7000 units, YoY 1266 units (640%) and MoM 14435 units (-35%)
Total Domestic PVs came at 15181 units vs expectation of 11000 units, YoY 3152 units (382%) and MoM 25095 units (-40%)
Total Domestics Sales came at 24552 units vs expectation of 18000 units, YoY 4418 units (456%) and MoM 39530 units (-38%)
(Nirmal Bang Retail Research)
Total Domestic CV came at 9371 units vs expectation of 7000 units, YoY 1266 units (640%) and MoM 14435 units (-35%)
Total Domestic PVs came at 15181 units vs expectation of 11000 units, YoY 3152 units (382%) and MoM 25095 units (-40%)
Total Domestics Sales came at 24552 units vs expectation of 18000 units, YoY 4418 units (456%) and MoM 39530 units (-38%)
*Eicher Motors (M&HCV) May 2021 Sales – Broadly in line with expectation*
M&HCV came at 1223 units vs expectation of 1112 units, YoY 686 units (78%) and MoM 2145 units (-43%).
M&HCV came at 1223 units vs expectation of 1112 units, YoY 686 units (78%) and MoM 2145 units (-43%).
A2Z INFRA: CO HAS SIGNED A MEMORANDUM OF UNDERSTANDING WITH ICICI BANK FOR THEIR OUTSTANDING AMOUNT OF RUPEES 840M || CO PAID THE FIRST INSTALLMENT OF RUPEES 209M
*Maruti Suzuki May 2021 Sales – Marginally Below Expectation*
(Nirmal Bang Retail Research)
Total Sales (Domestic+Exports) came at 46555 units vs expectation of 55933 units, YoY 18539 units (151%) and MoM 159691 units (-71%)
(Nirmal Bang Retail Research)
Total Sales (Domestic+Exports) came at 46555 units vs expectation of 55933 units, YoY 18539 units (151%) and MoM 159691 units (-71%)
*Ashok Leyland May 2021 Sales – Below Expectation*
(Nirmal Bang Retail Research)
Total Sales came at 3199 units vs expectation of 3850 units, YoY 1420 units (125%) and MoM 8340 units (-62%)
(Nirmal Bang Retail Research)
Total Sales came at 3199 units vs expectation of 3850 units, YoY 1420 units (125%) and MoM 8340 units (-62%)
*Mahindra & Mahindra May 2021 Sales – Above Expectation*
(Nirmal Bang Retail Research)
Total (Auto Sector) came at 17447 units vs expectation of 17853 units, YoY 9560 units (83%) and MoM 36437 units (-52%)
Total (Tractors) came at 24184 units vs expectation of 14000 units, YoY 24341 units (-1%) and MoM 27523 units (-12%)
Total Sales (Auto+Tractors) came at 41631 units vs expectation of 31853 units, YoY 33901 units (23%) and MoM 63960 units (-35%)
(Nirmal Bang Retail Research)
Total (Auto Sector) came at 17447 units vs expectation of 17853 units, YoY 9560 units (83%) and MoM 36437 units (-52%)
Total (Tractors) came at 24184 units vs expectation of 14000 units, YoY 24341 units (-1%) and MoM 27523 units (-12%)
Total Sales (Auto+Tractors) came at 41631 units vs expectation of 31853 units, YoY 33901 units (23%) and MoM 63960 units (-35%)
INFOSYS: SEBI PASSES ORDER IN THE MATTER OF INSIDER TRADING IN INFOSYS STOCK || SEBI NAMES INFOSYS
EMPLOYEES PRANSHU BHUTRA, SENIOR CORPORATE COUNSEL & MR. VENKATA SUBRAMANIAM V. V, SENIOR PRINCIPAL, CORPORATE ACCOUNTING GROUP IN THE ORDER
INFOSYS: SEBI - MR PRANSHU BHUTRA & MR. VENKATA SUBRAMANIAM, INFOSYS HAS VIOLATED PROVISION OF COMMUNICATION AND PROCUREMENT OF THE UNPUBLISHED SENSITIVE INFORMATION (UPSI) || ENTITIES CAPITAL ONE, TESORA AND CONNECTED PERSONS TRADED IN THE SCRIP OF INFY WHILE IN POSSESSION OF THE UPSI
INFOSYS: SEBI - 8 ENTITIES HAVE BEEN RESTRAINED FROM BUYING, SELLING OR DEALING IN SECURITIES TIL FURTHER ORDERS || RUPEES 3.06 CR OF ILLEGAL GAINS HAS BEEN IMPOUNDED
EMPLOYEES PRANSHU BHUTRA, SENIOR CORPORATE COUNSEL & MR. VENKATA SUBRAMANIAM V. V, SENIOR PRINCIPAL, CORPORATE ACCOUNTING GROUP IN THE ORDER
INFOSYS: SEBI - MR PRANSHU BHUTRA & MR. VENKATA SUBRAMANIAM, INFOSYS HAS VIOLATED PROVISION OF COMMUNICATION AND PROCUREMENT OF THE UNPUBLISHED SENSITIVE INFORMATION (UPSI) || ENTITIES CAPITAL ONE, TESORA AND CONNECTED PERSONS TRADED IN THE SCRIP OF INFY WHILE IN POSSESSION OF THE UPSI
INFOSYS: SEBI - 8 ENTITIES HAVE BEEN RESTRAINED FROM BUYING, SELLING OR DEALING IN SECURITIES TIL FURTHER ORDERS || RUPEES 3.06 CR OF ILLEGAL GAINS HAS BEEN IMPOUNDED
#IEX is a potential value stock with a long-term story... The recent correction in price can be an opportunity to enter/accumulate not exceeding 8% in the investor equity portfolio.
Disclosure: Qualifies our filters. Personally invested. Suggested to our friends. I am NOT SEBI Registered.
Disclosure: Qualifies our filters. Personally invested. Suggested to our friends. I am NOT SEBI Registered.
*4.10 PM, 01st June 2021:*
*LATEST AFTER THE BELL: The benchmarks take a breather.*
*Nifty (-08, 15575).*
After fresh all-time highs in today’s trade and seven straight green sessions, the benchmarks finally took a breather as Nifty ended almost unchanged at 15575 mark while Sensex too closed at 51935 mark. Also, volumes remained thin as the 75% peak margins norms came into effect from today. Sectorwise, barring the Nifty Media, Pharma, and IT indices, all other indices ended the day in the red.
Weighing on investor’s sentiment was also the fact that a cut in GDP growth forecast by global agency Moody's. Earlier today, Moody's said it expects the damage to the economy from the second wave of Covid-19 and the ensuing lockdowns to be restricted to the April-June 2021 quarter. Taking the slowdown into account, it now expects India's GDP in the fiscal year ending March 2022 to grow at 9.3% and at 7.9% in FY23.
European stocks hit fresh record highs earlier in the day, as strong metal and oil prices boosted shares of big commodity companies, while data showed euro zone manufacturing activity expanded at a record pace of 63.1 levels in May.
In Asia, Japan's Nikkei slipped 0.2%, South Korea's Kospi gained 0.5%, China's Shanghai Composite added 0.26%, and Australia's ASX200 fell 0.3%.
In the commodities market, Brent Crude futures advanced over 2 per cent on Tuesday, nearing $71 per barrel-mark, ahead of the OPEC+ meeting scheduled later in the day.
*The other key highlights of today’s trade:*
• Nifty hits all-time high at 15661 mark.
• Only 19 stocks of the Nifty 50 stocks ended the day in green.
• Top Index Gainers: ADANIPORTS (+3.83%), ONGC (+3.43%), BAJAJFINANCE (+2.61%)
• Top Index Losers: JSWSTEEL (-2.24%), TATASTEEL (-2.22%), ICICIBANK (-1.82%)
• Nifty Bank index ended at 35337.20, down 0.53%, thus clearly underperforming the benchmark Nifty.
*Our view for Wednesday’s trade:*
Technically speaking, buying on dips should be the preferred strategy as long as Nifty’s intraday support at 15331 remains intact.
Amongst stocks, Jindal Steel and Power will be a screaming buy on any close above 411 mark.
*Stay Tuned.*
*Disclaimer:* Investment/Trading in equities is subject to market risks. Notwithstanding all the efforts to do best research, clients should understand that investing in equities, involves a risk of loss of both.
*LATEST AFTER THE BELL: The benchmarks take a breather.*
*Nifty (-08, 15575).*
After fresh all-time highs in today’s trade and seven straight green sessions, the benchmarks finally took a breather as Nifty ended almost unchanged at 15575 mark while Sensex too closed at 51935 mark. Also, volumes remained thin as the 75% peak margins norms came into effect from today. Sectorwise, barring the Nifty Media, Pharma, and IT indices, all other indices ended the day in the red.
Weighing on investor’s sentiment was also the fact that a cut in GDP growth forecast by global agency Moody's. Earlier today, Moody's said it expects the damage to the economy from the second wave of Covid-19 and the ensuing lockdowns to be restricted to the April-June 2021 quarter. Taking the slowdown into account, it now expects India's GDP in the fiscal year ending March 2022 to grow at 9.3% and at 7.9% in FY23.
European stocks hit fresh record highs earlier in the day, as strong metal and oil prices boosted shares of big commodity companies, while data showed euro zone manufacturing activity expanded at a record pace of 63.1 levels in May.
In Asia, Japan's Nikkei slipped 0.2%, South Korea's Kospi gained 0.5%, China's Shanghai Composite added 0.26%, and Australia's ASX200 fell 0.3%.
In the commodities market, Brent Crude futures advanced over 2 per cent on Tuesday, nearing $71 per barrel-mark, ahead of the OPEC+ meeting scheduled later in the day.
*The other key highlights of today’s trade:*
• Nifty hits all-time high at 15661 mark.
• Only 19 stocks of the Nifty 50 stocks ended the day in green.
• Top Index Gainers: ADANIPORTS (+3.83%), ONGC (+3.43%), BAJAJFINANCE (+2.61%)
• Top Index Losers: JSWSTEEL (-2.24%), TATASTEEL (-2.22%), ICICIBANK (-1.82%)
• Nifty Bank index ended at 35337.20, down 0.53%, thus clearly underperforming the benchmark Nifty.
*Our view for Wednesday’s trade:*
Technically speaking, buying on dips should be the preferred strategy as long as Nifty’s intraday support at 15331 remains intact.
Amongst stocks, Jindal Steel and Power will be a screaming buy on any close above 411 mark.
*Stay Tuned.*
*Disclaimer:* Investment/Trading in equities is subject to market risks. Notwithstanding all the efforts to do best research, clients should understand that investing in equities, involves a risk of loss of both.
*Salasar Techno Engineering Ltd.* | *CMP* Rs. 714 | *M Cap* Rs. 988 Cr | *52 W H/L* 722/97
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 211.5 Cr (21.3% QoQ, 94.7% YoY) vs QoQ Rs. 174.4 Cr, YoY Rs. 108.6 Cr
EBIDTA came at Rs. 19.3 Cr (7.6% QoQ, 99.8% YoY) vs QoQ Rs. 17.9 Cr, YoY Rs. 9.6 Cr
EBITDA Margin came at 9.1% vs QoQ 10.3%, YoY 8.9%
Adj. PAT came at Rs. 9.7 Cr vs QoQ Rs. 11.6 Cr, YoY Rs. 3.7 Cr
Quarter EPS is Rs. 7.3
Share is trading at P/E of 32x TTM EPS
(Nirmal Bang Retail Research)
*Result is ok*
Revenue from Operations came at Rs. 211.5 Cr (21.3% QoQ, 94.7% YoY) vs QoQ Rs. 174.4 Cr, YoY Rs. 108.6 Cr
EBIDTA came at Rs. 19.3 Cr (7.6% QoQ, 99.8% YoY) vs QoQ Rs. 17.9 Cr, YoY Rs. 9.6 Cr
EBITDA Margin came at 9.1% vs QoQ 10.3%, YoY 8.9%
Adj. PAT came at Rs. 9.7 Cr vs QoQ Rs. 11.6 Cr, YoY Rs. 3.7 Cr
Quarter EPS is Rs. 7.3
Share is trading at P/E of 32x TTM EPS
*Radico Khaitan Ltd.* | *CMP* Rs. 625 | *M Cap* Rs. 8348 Cr | *52 W H/L* 650/294
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 694.7 Cr (1.5% QoQ, 18.7% YoY) vs QoQ Rs. 684.2 Cr, YoY Rs. 585.4 Cr
EBIDTA came at Rs. 101.4 Cr (-18.6% QoQ, 23.2% YoY) vs QoQ Rs. 124.6 Cr, YoY Rs. 82.3 Cr
EBITDA Margin came at 14.6% vs QoQ 18.2%, YoY 14.1%
Adj. PAT came at Rs. 73.5 Cr vs QoQ Rs. 84.1 Cr, YoY Rs. 41.2 Cr
Quarter EPS is Rs. 5.5
Share is trading at P/E of 26.4x FY22E EPS
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 694.7 Cr (1.5% QoQ, 18.7% YoY) vs QoQ Rs. 684.2 Cr, YoY Rs. 585.4 Cr
EBIDTA came at Rs. 101.4 Cr (-18.6% QoQ, 23.2% YoY) vs QoQ Rs. 124.6 Cr, YoY Rs. 82.3 Cr
EBITDA Margin came at 14.6% vs QoQ 18.2%, YoY 14.1%
Adj. PAT came at Rs. 73.5 Cr vs QoQ Rs. 84.1 Cr, YoY Rs. 41.2 Cr
Quarter EPS is Rs. 5.5
Share is trading at P/E of 26.4x FY22E EPS
*TVS Motor May 2021 Sales – in line with expectation*
(Nirmal Bang Retail Research)
Total Sales (2W+3W) came at 166889 units vs expectation of 168000 units, YoY 58906 units (183%) and MoM 238983 units (-30%)
(Nirmal Bang Retail Research)
Total Sales (2W+3W) came at 166889 units vs expectation of 168000 units, YoY 58906 units (183%) and MoM 238983 units (-30%)
*VST Tillers Tractors May 2021 Sales - Improved*
(Nirmal Bang Retail Research)
Total Sales came at 2661 vs YoY 2383 units (12%) and MoM 2179 units (22%)
(Nirmal Bang Retail Research)
Total Sales came at 2661 vs YoY 2383 units (12%) and MoM 2179 units (22%)
https://youtu.be/RNtAWtn4Aac
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YouTube
Mr. Sunil Chordia, CMD, Rajratan Global Wire Ltd. in conversation with Ms. Hiral Dadia
Q4FY21 Results Review
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Dear All,
Nirmal Bang is inviting you to a Zoom webinar.
When: Jun 2, 2021 08:45 AM India
Topic: Morning Market Update
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_Y3rd_9TTSgmaeHKkoWrh3A
After registering, you will receive a confirmation email containing information about joining the webinar.
Nirmal Bang is inviting you to a Zoom webinar.
When: Jun 2, 2021 08:45 AM India
Topic: Morning Market Update
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_Y3rd_9TTSgmaeHKkoWrh3A
After registering, you will receive a confirmation email containing information about joining the webinar.
Zoom Video
Welcome! You are invited to join a webinar: Morning Market Update. After registering, you will receive a confirmation email about…
💸 Tickertape Daily 💸
Aditya Birla Fashion and Retail Ltd: The company's standalone March quarter revenues declined a modest 2% year-on-year (y-o-y) to ₹1,783 crore. The company saw strong y-o-y recovery in the months of January and February.
Adani Enterprises: Packaged consumer goods company Adani Wilmar that sells a range of staples such as edible oil, wheat flour, pulses, sugar and other packaged foods has launched its own mobile application—Fortune Online, the company said.
Britannia Industries: The company’s board will meet on 3 June to consider and approve the allotment of unsecured, non-convertible, redeemable, fully paid up debentures having a face value of ₹29 each and payment of dividend of ₹12.50 for one fully paid up equity share of face value of ₹1 each, the company said in a regulatory filing.
Cipla: The pharma company said it is "in the process of seeking clarity and guidance from the Government of India for exploring the possible roadmap for vaccine importation to India.
Divi's Laboratories: The company announced 29.3% y-o-y rise in its consolidated net profit to ₹502.02 crore for the quarter ended March. Net sales grew 28.7% y-o-y to ₹1,788.19 crore in Q4 FY21. The company reported a forex gain of ₹3 crore during the quarter under review.
Dr Reddy’s Laboratories: The Hyderabad-based pharmaceutical company is in talks with the government to bring Russia's single-dose Sputnik Light covid-19 vaccine into the country.
PNB Housing Finance: The company’s board approved raising ₹4,000 crore in capital from the Carlyle Group and a handful of other investors through a preferential share issue.
Source: Mint
Aditya Birla Fashion and Retail Ltd: The company's standalone March quarter revenues declined a modest 2% year-on-year (y-o-y) to ₹1,783 crore. The company saw strong y-o-y recovery in the months of January and February.
Adani Enterprises: Packaged consumer goods company Adani Wilmar that sells a range of staples such as edible oil, wheat flour, pulses, sugar and other packaged foods has launched its own mobile application—Fortune Online, the company said.
Britannia Industries: The company’s board will meet on 3 June to consider and approve the allotment of unsecured, non-convertible, redeemable, fully paid up debentures having a face value of ₹29 each and payment of dividend of ₹12.50 for one fully paid up equity share of face value of ₹1 each, the company said in a regulatory filing.
Cipla: The pharma company said it is "in the process of seeking clarity and guidance from the Government of India for exploring the possible roadmap for vaccine importation to India.
Divi's Laboratories: The company announced 29.3% y-o-y rise in its consolidated net profit to ₹502.02 crore for the quarter ended March. Net sales grew 28.7% y-o-y to ₹1,788.19 crore in Q4 FY21. The company reported a forex gain of ₹3 crore during the quarter under review.
Dr Reddy’s Laboratories: The Hyderabad-based pharmaceutical company is in talks with the government to bring Russia's single-dose Sputnik Light covid-19 vaccine into the country.
PNB Housing Finance: The company’s board approved raising ₹4,000 crore in capital from the Carlyle Group and a handful of other investors through a preferential share issue.
Source: Mint