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FREE FINANCIAL EDUCATIONAL TELEGRAM CHANNEL
Disclaimer : This channel DOES NOT provide any stock market related advice or recommendation
All the posts appearing in the channel are only for educational and informational purposes.
ALL RIGHTS RESERVED!!!
https://t.me/marketswizard
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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!!!
Good Morning to all the dear members and my colleagues
In Markets every day we are witnessing consolidation in Nifty and in stocks too.
Taking position is becoming risky for Intraday and F&O. There are concerns towards which side the market will show its move
It's time now to Join Market Wizard Premium Group and also Renew your Membership to avail super gains.
All the members and colleagues who want to continue to be a part of our Premium Family or want to become a part of our Premium Family can do so , by renewing their membership.We have started accepting payment for the month of June and it will be solely on FIRST COME FIRST SERVE BASIS.
All those who make payment between 17th June to 23rd June, will be added on Evening of 23rd June, so that they can get benefit of 1 week extra calls.
Existing members you'll can renew your membership ASAP.
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New members and existing members who make payment and send screenshots after the month end, shall have to compulsorily opt for quarterly or yearly.Monthly membership option is available only if payment is made before month end along with screenshot sent to any of the admins.
Please don't call admins... just send your message or queries
In Markets every day we are witnessing consolidation in Nifty and in stocks too.
Taking position is becoming risky for Intraday and F&O. There are concerns towards which side the market will show its move
It's time now to Join Market Wizard Premium Group and also Renew your Membership to avail super gains.
All the members and colleagues who want to continue to be a part of our Premium Family or want to become a part of our Premium Family can do so , by renewing their membership.We have started accepting payment for the month of June and it will be solely on FIRST COME FIRST SERVE BASIS.
All those who make payment between 17th June to 23rd June, will be added on Evening of 23rd June, so that they can get benefit of 1 week extra calls.
Existing members you'll can renew your membership ASAP.
Monthly - 1k
Quarterly - 3k
Yearly - 10k
New members and existing members who make payment and send screenshots after the month end, shall have to compulsorily opt for quarterly or yearly.Monthly membership option is available only if payment is made before month end along with screenshot sent to any of the admins.
Please don't call admins... just send your message or queries
So Guys PLEASE READ CAREFULLY & UNDERSTAND THE MATTER
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To avail the paid services of our group , everyone needs to do the following set of activities :
1) Everyone needs to fill in the Google Forms with the correct and accueate details.The form needs to be read carefully and then give upon your consent.
2)Pay us the fees of Rs.1000 each month either through Google Pay or Bank Transfers(details of payment are attached in the Google Form)
3) Upon completion of payment , take a screenshot of the acknowledgement and send it to us.It can be sent to the admin on the following numbers on the WhatsApp or Telegram :
Jimit Parekh Sir : +91 9821722433
Darpan Solanki Sir : +91 9924832776
Divesh Jain Sir: +91 9870736813
Along with the screenshot pls give us your NAME & Mobile Number to confirm with our Google Form Records.
PLS NOTE : STRICTLY ONLY MESSAGES , NO CALLS ON THE GIVEN NUMBERS.
https://docs.google.com/forms/d/e/1FAIpQLSed5g8JiIGlttu3IUlkJwnCdEMzv-1Z_hr3ylfU55pepmCb6A/viewform?usp=sf_link
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5️⃣Those who want…
📢PLS READ IT VERY CAREFULLY BEFORE AGREEING
1️⃣No phone calls or personal message to the admins.
2️⃣No chit-chat shall be entertained in the group.
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4️⃣Profit / loss not guaranteed.
5️⃣Those who want…
Follow this link to join my WhatsApp group: https://chat.whatsapp.com/K945OawgFpv2wxeAfOOrel
Fundwiser - Brightcom Group Limited (BCG).pdf
3.8 MB
Fundwiser - Brightcom Group Limited (BCG).pdf
*MSTC Ltd.* | *CMP* Rs. 270 | *M Cap* Rs. 1901 Cr | *52 W H/L* 400/117
(Nirmal Bang Retail Research)
*Result Improved*
E-commerce revenue Came at Rs.84.32 vs QoQ Rs.58.83 YoY Rs.51.01cr and EBIT came at Rs.83.80cr vs QoQ Rs.50.55cr YoY Rs.51.01cr
Revenue from Operations came at Rs. 311.2 Cr (96.9% QoQ, 60.5% YoY) vs QoQ Rs. 158 Cr, YoY Rs. 193.8 Cr
EBIDTA came at Rs. 81 Cr (34.4% QoQ, 32.3% YoY) vs QoQ Rs. 60.3 Cr, YoY Rs. 61.3 Cr
EBITDA Margin came at 26% vs QoQ 38.2%, YoY 31.6%
Adj. PAT came at Rs. 75.8 Cr vs QoQ Rs. 11.1 Cr, YoY Rs. 4.7 Cr (Higher PAT is also on account of Negative Tax)
Quarter EPS is Rs. 10.8
Share is trading at P/E of 16.8x TTM EPS
(Nirmal Bang Retail Research)
*Result Improved*
E-commerce revenue Came at Rs.84.32 vs QoQ Rs.58.83 YoY Rs.51.01cr and EBIT came at Rs.83.80cr vs QoQ Rs.50.55cr YoY Rs.51.01cr
Revenue from Operations came at Rs. 311.2 Cr (96.9% QoQ, 60.5% YoY) vs QoQ Rs. 158 Cr, YoY Rs. 193.8 Cr
EBIDTA came at Rs. 81 Cr (34.4% QoQ, 32.3% YoY) vs QoQ Rs. 60.3 Cr, YoY Rs. 61.3 Cr
EBITDA Margin came at 26% vs QoQ 38.2%, YoY 31.6%
Adj. PAT came at Rs. 75.8 Cr vs QoQ Rs. 11.1 Cr, YoY Rs. 4.7 Cr (Higher PAT is also on account of Negative Tax)
Quarter EPS is Rs. 10.8
Share is trading at P/E of 16.8x TTM EPS
*Ahluwalia Contracts (India) Ltd.* | *CMP* Rs. 329 | *M Cap* Rs. 2201 Cr | *52 W H/L* 339/193
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 761.7 Cr (42.1% QoQ, 38.7% YoY) vs expectation of Rs. 628.4 Cr, QoQ Rs. 536.1 Cr, YoY Rs. 549.2 Cr
EBIDTA came at Rs. 69.8 Cr (120.4% QoQ, 204% YoY) vs expectation of Rs. 45.2 Cr, QoQ Rs. 31.7 Cr, YoY Rs. 23 Cr
EBITDA Margin came at 9.2% vs expectation of 7.2%, QoQ 5.9%, YoY 4.2%
Adj. PAT came at Rs. 37.1 Cr vs expectation of Rs. 23.7 Cr, QoQ Rs. 14.7 Cr, YoY Rs. 6.1 Cr
Quarter EPS is Rs. 5.5
Share is trading at P/E of 15.7x FY22E EPS
(Nirmal Bang Retail Research)
*Result is ahead of expectation*
Revenue from Operations came at Rs. 761.7 Cr (42.1% QoQ, 38.7% YoY) vs expectation of Rs. 628.4 Cr, QoQ Rs. 536.1 Cr, YoY Rs. 549.2 Cr
EBIDTA came at Rs. 69.8 Cr (120.4% QoQ, 204% YoY) vs expectation of Rs. 45.2 Cr, QoQ Rs. 31.7 Cr, YoY Rs. 23 Cr
EBITDA Margin came at 9.2% vs expectation of 7.2%, QoQ 5.9%, YoY 4.2%
Adj. PAT came at Rs. 37.1 Cr vs expectation of Rs. 23.7 Cr, QoQ Rs. 14.7 Cr, YoY Rs. 6.1 Cr
Quarter EPS is Rs. 5.5
Share is trading at P/E of 15.7x FY22E EPS
*HINDUSTAN COPPER LTD.* | *CMP* Rs. 154 | *M Cap* Rs. 14907 Cr | *52 W H/L* 197/28
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 522.2 Cr (-3% QoQ, 255.6% YoY) vs QoQ Rs. 538.4 Cr, YoY Rs. 146.8 Cr
EBIDTA came at Rs. 255.6 Cr (17.8% QoQ, -161.9% YoY) vs QoQ Rs. 216.9 Cr, YoY Rs. -412.8 Cr (EBITDA after adjusting for one off w/off )
EBITDA Margin came at 48.9% vs QoQ 40.3%, YoY -281.1%
Adj. PAT came at Rs. 188.4 Cr vs QoQ Rs. 108.2 Cr, YoY Rs. -514.6 Cr
Quarter EPS is Rs. 1.9
Share is trading at P/E of 44.5x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 522.2 Cr (-3% QoQ, 255.6% YoY) vs QoQ Rs. 538.4 Cr, YoY Rs. 146.8 Cr
EBIDTA came at Rs. 255.6 Cr (17.8% QoQ, -161.9% YoY) vs QoQ Rs. 216.9 Cr, YoY Rs. -412.8 Cr (EBITDA after adjusting for one off w/off )
EBITDA Margin came at 48.9% vs QoQ 40.3%, YoY -281.1%
Adj. PAT came at Rs. 188.4 Cr vs QoQ Rs. 108.2 Cr, YoY Rs. -514.6 Cr
Quarter EPS is Rs. 1.9
Share is trading at P/E of 44.5x TTM EPS
*Railtel Corporation Of India Ltd.* | *CMP* Rs. 148 | *M Cap* Rs. 4742 Cr | *52 W H/L* 190/101
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 429.8 Cr (4.7% QoQ, 9.5% YoY) vs QoQ Rs. 410.6 Cr, YoY Rs. 392.6 Cr
EBIDTA came at Rs. 72.5 Cr (-41.9% QoQ, -31.8% YoY) vs QoQ Rs. 124.9 Cr, YoY Rs. 106.4 Cr
EBITDA Margin came at 16.9% vs QoQ 30.4%, YoY 27.1%
Adj. PAT came at Rs. 27.2 Cr vs QoQ Rs. 69.7 Cr, YoY Rs. 72.1 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 33x TTM EPS
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 429.8 Cr (4.7% QoQ, 9.5% YoY) vs QoQ Rs. 410.6 Cr, YoY Rs. 392.6 Cr
EBIDTA came at Rs. 72.5 Cr (-41.9% QoQ, -31.8% YoY) vs QoQ Rs. 124.9 Cr, YoY Rs. 106.4 Cr
EBITDA Margin came at 16.9% vs QoQ 30.4%, YoY 27.1%
Adj. PAT came at Rs. 27.2 Cr vs QoQ Rs. 69.7 Cr, YoY Rs. 72.1 Cr
Quarter EPS is Rs. 0.8
Share is trading at P/E of 33x TTM EPS
*FINOLEX INDUSTRIES LTD.* | *CMP* Rs. 174 | *M Cap* Rs. 10775 Cr | *52 W H/L* 177/87
(Nirmal Bang Retail Research)
*Result ok*
*Higher than expected Sales and Profit is on account of PVC business whereas Pipe and fitting business has seen decline QoQ*
Revenue from Operations came at Rs. 1249.3 Cr (17.1% QoQ, 63.1% YoY) vs expectation of Rs. 1124.7 Cr, QoQ Rs. 1066.9 Cr, YoY Rs. 766.1 Cr
EBIDTA came at Rs. 410.1 Cr (18.3% QoQ, 294% YoY) vs expectation of Rs. 284.1 Cr, QoQ Rs. 346.7 Cr, YoY Rs. 104.1 Cr
EBITDA Margin came at 32.8% vs expectation of 25.3%, QoQ 32.5%, YoY 13.6%
Adj. PAT came at Rs. 298.8 Cr vs expectation of Rs. 202.4 Cr, QoQ Rs. 259.4 Cr, YoY Rs. 58.7 Cr
Quarter EPS is Rs. 4.8
Share is trading at P/E of 23.1x FY22E EPS
(Nirmal Bang Retail Research)
*Result ok*
*Higher than expected Sales and Profit is on account of PVC business whereas Pipe and fitting business has seen decline QoQ*
Revenue from Operations came at Rs. 1249.3 Cr (17.1% QoQ, 63.1% YoY) vs expectation of Rs. 1124.7 Cr, QoQ Rs. 1066.9 Cr, YoY Rs. 766.1 Cr
EBIDTA came at Rs. 410.1 Cr (18.3% QoQ, 294% YoY) vs expectation of Rs. 284.1 Cr, QoQ Rs. 346.7 Cr, YoY Rs. 104.1 Cr
EBITDA Margin came at 32.8% vs expectation of 25.3%, QoQ 32.5%, YoY 13.6%
Adj. PAT came at Rs. 298.8 Cr vs expectation of Rs. 202.4 Cr, QoQ Rs. 259.4 Cr, YoY Rs. 58.7 Cr
Quarter EPS is Rs. 4.8
Share is trading at P/E of 23.1x FY22E EPS
*Shree Renuka Sugars Ltd.* | *CMP* Rs. 34 | *M Cap* Rs. 7248 Cr | *52 W H/L* 34.05/7
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 1320.4 Cr (-4.9% QoQ, -7.8% YoY) vs QoQ Rs. 1387.8 Cr, YoY Rs. 1431.9 Cr
EBIDTA came at Rs. 247.7 Cr (164.6% QoQ, 25.9% YoY) vs QoQ Rs. 93.6 Cr, YoY Rs. 196.7 Cr
EBITDA Margin came at 18.8% vs QoQ 6.7%, YoY 13.7%
Adj. PAT came at Rs. 61.2 Cr vs QoQ Rs. -155 Cr, YoY Rs. -146 Cr
Quarter EPS is Rs. 0.3
Share is trading at P/E of -47.3x TTM EPS
(Nirmal Bang Retail Research)
*Result improved*
Revenue from Operations came at Rs. 1320.4 Cr (-4.9% QoQ, -7.8% YoY) vs QoQ Rs. 1387.8 Cr, YoY Rs. 1431.9 Cr
EBIDTA came at Rs. 247.7 Cr (164.6% QoQ, 25.9% YoY) vs QoQ Rs. 93.6 Cr, YoY Rs. 196.7 Cr
EBITDA Margin came at 18.8% vs QoQ 6.7%, YoY 13.7%
Adj. PAT came at Rs. 61.2 Cr vs QoQ Rs. -155 Cr, YoY Rs. -146 Cr
Quarter EPS is Rs. 0.3
Share is trading at P/E of -47.3x TTM EPS
CLSA sales note on PSU Banks
Resolution processes (UBL, JP Infra) + NARCL will take over NPAs
Play PSBs for recovery as 65%+ is corpoate book
Accounts taken over by NARCL are 100% written off
Banks will get 15% of FV as upfront cash (15% goes to P&L)
Preferred pick is BoB
Resolution processes (UBL, JP Infra) + NARCL will take over NPAs
Play PSBs for recovery as 65%+ is corpoate book
Accounts taken over by NARCL are 100% written off
Banks will get 15% of FV as upfront cash (15% goes to P&L)
Preferred pick is BoB
BoFA Securities on BoB
Upgrade to buy from U-P, TP raised to Rs 120
RoAs likely to normalize towards 0.9-1% levels by end Fy22 (= 13-14% RoEs)
Growth on the verge of turnaround along with SBI
At current Vals (0.5x P/B, 5x P/E), risk reward is compelling
Upgrade to buy from U-P, TP raised to Rs 120
RoAs likely to normalize towards 0.9-1% levels by end Fy22 (= 13-14% RoEs)
Growth on the verge of turnaround along with SBI
At current Vals (0.5x P/B, 5x P/E), risk reward is compelling
MTAR Tech
a. FY22 Guidance
🎯20-25% revenue growth with 100 bps jump in margins
b. Post Capex , Co has a revenue potential of 750cr+
c. Likely to end FY22 with an order book of 700cr
a. FY22 Guidance
🎯20-25% revenue growth with 100 bps jump in margins
b. Post Capex , Co has a revenue potential of 750cr+
c. Likely to end FY22 with an order book of 700cr
This year Interesting Buyouts Data :
9-year-old BYJU's bought 32-year-old Aakash
4-year-old Groww bought 14-year-old Indiabulls mutual fund
3-year-old BharatPe bought 37-year-old PMC Bank
7-year-old Pharmeasy bought 25-year-old Thyrocare
9-year-old BYJU's bought 32-year-old Aakash
4-year-old Groww bought 14-year-old Indiabulls mutual fund
3-year-old BharatPe bought 37-year-old PMC Bank
7-year-old Pharmeasy bought 25-year-old Thyrocare
UPL: CO LAUNCHES NEW ‘NPP’ BUSINESS UNIT TO ENHANCE BIOSOLUTIONS CAPACITY FOR SUSTAINABLE AGRICULTURE OFFERING WORLDWIDE: REUTERS
THIRUMALAI CHEMICALS: CO HAS COMMISSIONED ITS PHTHALIC ANHYDRIDE PLANT AT DAHEJ GUJARAT.THIS PLANT WILL LARGELY CATER TO CUSTOMERS IN WESTERN INDIA
Daily Market Highlights | 28th Jun 2021 📊
NIFTY50: ₹15,814.70 | -0.29%
Top Gainers 📈
DRREDDY: +1.80%
HINDALCO: +1.74%
DIVISLAB: +1.73%
TATASTEEL: +1.69%
TECHM: +1.43%
Top Losers 📉
HDFCLIFE: -4.13%
TITAN: -1.32%
SHREECEM: -1.15%
TCS: -1.15%
COALINDIA: -1.11%
NIFTY50: ₹15,814.70 | -0.29%
Top Gainers 📈
DRREDDY: +1.80%
HINDALCO: +1.74%
DIVISLAB: +1.73%
TATASTEEL: +1.69%
TECHM: +1.43%
Top Losers 📉
HDFCLIFE: -4.13%
TITAN: -1.32%
SHREECEM: -1.15%
TCS: -1.15%
COALINDIA: -1.11%
Nirmala Sitharaman additional Rs1.15 Lkah cr for ECLGS scheme … provide support for tourism sectors… To Give Free Tourist visas for 5 lakh tourist
· To expand loan guarantee program to Rs4.5t from Rs3t
· To give guarantee to facilitate microfinance loan, to give loan 25 lakh people via micro-finance, micro finance loan guarantee to be up Rs75000
· To provide support for tourism sectors
· To Give Free Tourist visas for 5 lakh tourist till 31st March 2022
· Minister Nirmala Sitharaman on Monday additional Rs1.15 Lkah cr for Emergency Credit Line Guarantee Scheme (ECLGS).
· The finance minister had launched the ECLGS scheme in May, last year as part of the AatmaNirbhar Bharat package.
· The ECLGS aims to provide 100 percent guaranteed coverage to the banks, non-banking financial institutions (NBFCs) and other lending institutions in order to enable them to extend emergency credit to business entities that have suffered due to the Covid-19 pandemic and are struggling to meet their working capital requirements.
· Plan to announce 8 relief measures, 4 of them new item
· To give health sector for Rs50,000cr – to give aid scale up medical infrastructure
· To give Rs1.1tn loan guarantee for Covid hit sectors
· To give additional Rs1.5tn emergency credit line
· To expand loan guarantee program to Rs4.5t from Rs3t
· To give guarantee to facilitate microfinance loan, to give loan 25 lakh people via micro-finance, micro finance loan guarantee to be up Rs75000
· To provide support for tourism sectors
· To Give Free Tourist visas for 5 lakh tourist till 31st March 2022
· Minister Nirmala Sitharaman on Monday additional Rs1.15 Lkah cr for Emergency Credit Line Guarantee Scheme (ECLGS).
· The finance minister had launched the ECLGS scheme in May, last year as part of the AatmaNirbhar Bharat package.
· The ECLGS aims to provide 100 percent guaranteed coverage to the banks, non-banking financial institutions (NBFCs) and other lending institutions in order to enable them to extend emergency credit to business entities that have suffered due to the Covid-19 pandemic and are struggling to meet their working capital requirements.
· Plan to announce 8 relief measures, 4 of them new item
· To give health sector for Rs50,000cr – to give aid scale up medical infrastructure
· To give Rs1.1tn loan guarantee for Covid hit sectors
· To give additional Rs1.5tn emergency credit line