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Good Afternoon to all Members

This month marks up a successful completion of our 1 year journey with Market Wizard Premium Group

Throughout this one year , many new members joined, many left, some availed monthly Membership and some availed Yearly Membership.

On our successful completion of 1 year we have introduced some offers for those who want to avail our Quarterly Membership and Yearly Membership.

Members those who want to avail membership for August following are the charges:

Monthly - 1k
Quarterly - 3k
Yearly - 9k

Group Discounts (On Member's Request)

Group of 5 members - 4k (Monthly)
Group of 5 members- 12k (Quarterly)

Incase of Group of 5 members all the members are requested to fill the form.

Revision of Charges from September month and onwards :

Monthly - 1.5k
Quarterly- 4k
Yearly - 15k

Please take note of revised charges. Members making payments between 11th July to 23rd July will given 1 week extra benefits and will be added in Premium Group on 23rd July Evening.

Thanks and Regards
So Guys PLEASE READ CAREFULLY & UNDERSTAND THE MATTER

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
Market Wizard
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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
List of securities shortlisted in ASM Framework w.e.f. July 22, 2021

Sr. No. Scrip Code ISIN Scrip Name
1 512437 INE412D01013 Apollo Finvest India Ltd
2 534618 INE299N01013 Sangam Renewables Ltd
3 521097 INE484D01012 Amarjothi Spinning Mills Ltd
4 540023 INE621I01026 Colorchips New Media Ltd
5 530643 INE316A01038 Eco Recycling Ltd
6 590013 INE445C01015 Xpro India Ltd*
7 590056 INE498E01010 Salona Cotspin Ltd*
8 531337 INE974C01022 Jump Networks Ltd*
9 590025 INE424C01010 Ginni Filaments Ltd*
10 518091 INE071F01012 Anjani Portland Cement Ltd*
11 542729 INE08KP01019 DCM Nouvelle Ltd*
12 521018 INE882A01013 Maral Overseas Ltd*
13 532832 INE069I01010 Indiabulls Real Estate Ltd*
14 532668 INE132H01018 Aurionpro Solutions Ltd
15 532989 INE878I01022 Bafna Pharmaceuticals Ltd
16 512093 INE234B01023 Cranes Software International Ltd
17 504286 INE393A01011 Delta Manufacturing Ltd
18 526473 INE152E01013 Elegant Floriculture & Agrotech India Ltd
19 513528 INE741B01027 Glittek Granites Ltd
20 530469 INE721D01017 GSL Securities Ltd
21 570004 IN9175A01010 Jain Irrigation Systems Ltd_DVR
22 500239 INE104A01012 KG Denim Ltd
23 539594 INE094S01041 Mishtann Foods Ltd
24 532641 INE875G01030 Nandan Denim Ltd
25 500354 INE562B01019 Rajshree Sugars & Chemicals Ltd
26 512047 INE510H01015 Royal India Corporation Ltd
27 521131 INE363D01018 Shree Bhavya Fabrics Ltd
28 523722 INE119B01018 Svam Software Ltd
29 532410 INE330E01023 Transcorp International Ltd
30 532812 INE804H01012 Transwarranty Finance Ltd
31 532035 INE808C01014 Unistar Multimedia Ltd
32 532320 INE418B01048 Vaarad Ventures Ltd
33 514175 INE835A01011 Vardhman Polytex Ltd
ICICI SEC: Q1 CONS NET PROFIT 3.1B RUPEES VS 1.93B (YOY); EST. 2.91B | 3.29 (QOQ) || Q1 REVENUE 7.47B RUPEES VS 5.46B (YOY); 7.39B (QOQ)
NETWORK18 MEDIA: Q1 CONS NET PROFIT 95.7M RUPEES VS LOSS 622M (YOY); PROFIT 391M (QOQ) || Q1 REVENUE 12.14B RUPEES VS 8.07B (YOY); 14.15B (QOQ)
JSW ISPAT SPECIAL PRODUCTS: Q1 CONS NET PROFIT 644M RUPEES VS LOSS 1.55B (YOY) | PROFIT 943.3M (QOQ) || Q1 REVENUE 14.6B RUPEES VS 5.95B (YOY)
KOHINOOR FOODS Q1 : Net Profit Up 35 % To Rs 7.7 cr (QOQ), RS 68 CR loss YOY

Revenue Up 56 % to Rs 81.6 cr (QOQ), Up 13 % YOY
Glenmark Life Sciences Ltd IPO Details

Issue Dates: 27th to 29th July 2021
Fresh Issue: ₹ 1060 Crs
+ OFS: 63,00,000 Shares
Issue Size: ₹ 1515 Crs. (Approx.)
Issue Prize: ₹ 720 to ₹ 725 (Tentative)
Lot Size: 20 Shares (Tentative)
Retail Quota: 35%
Face Value: ₹ 2/- per Share

Basis of Allotment: August 3, 2021
Initiation of Refunds: August 4, 2021
Credit of Shares: August 5, 2021
IPO Listing Date: August 6, 2021


#IPO
Jubilant Ingrevia: Strong

♻️ Rev up 55% YoY, 25% EBITDA margin, Pat up 220%
♻️ speciality chemicals up 18%, nutrition business up 13%, life sciences up 103% | favourable market and raw material conditions
♻️ FY 22 Capex at 350Cr
♻️ reduced debt by 45Cr

#Q1withJST #Pharma https://t.co/yISBEVANf1
Securities in Ban For Trade Date 22-July-2021:

CADILLHC
CANBANK
IBULHSGFIN
NATIONALALUM
NMDC
SUNTV


*Added - CANBANK*
*Deleted-PNB,SAIL*
*MNCL | Jubilant Ingrevia | When Specialty meets value*

MCap: INR 9350crs
CMP: INR 587
Base Case TP: INR 770
Upside: 31%

_*First Cut: Extremely encouraging performance on the back of Acetyls and Specialty Segment*_

_*Ingrevia trades at ~11.4x FY23E EV/EBITDA. Given that Specialty and Nutrition business contributes >70% of our FY23E EBITDA, we believe there is room for further re-rating*_

• *Financial Performance*
- Sales at INR 1145crs up 6% QoQ / 55% YoY
- EBITDA at INR 287crs up 43% QoQ / 126% YoY
- EBITDA margins 25% vs 19% QoQ
- Inventory gains of INR ~63crs; adjusting which EBITDA margins at 20%
- PAT at INR 168crs vs INR 96crs QoQ

• *Life Science Chemicals*: Operating at 27% EBITDA margins. Of the INR 187crs EBITDA for the segment, INR 60crs of which is led by Inventory gains on account of Acetic Acid. The demand scenario continues to remain strong; pricing however as per us should moderate over the medium term.

• *Specialty*: 18% Top-line growth and 22% bottom-line growth. Largely led by volumes in pyridines, we believe this is backed by Chinese ADD being taken off. Performance in this segment as per us is likely to continue. Diketene commercial production to be live in Q3FY22; strategy is target import substitution.

• *Nutrition*: EBITDA de-grew on account of higher input cost and MEIS incentives taken off. Strong demand across customers and margins are likely to improve on account of pass-on of higher input costs.

• *New Areas*: As guided earlier, Capex during the year is expected to be INR 350crs. New CDMO unit and 2 new multi-purpose plants for Specialty Chemicals to commercialize in Q1FY23; this should further improve EBITDA share of Specialty Chemicals.

• We have a base case March-22 target price of *INR 770* valuing at 15x EV/EBITDA, which implies 31% upside on the CMP. Our *Bull / Bear case TP is at INR 1015 and INR 450* respectively.
CRISIL:
Q1 CONS NET PROFIT 1.01B RUPEES VS 663.4M (YOY);EST 840M | 835M (QOQ)

Q1 REVENUE 5.29B RUPEES VS 4.72B (YOY); 4.95B(QOQ)

CO APPROVED PAYMENT OF INTERIM DIVIDEND OF 8 RUPEES PER SHARE
Bajaj Finance Q1 – First Cut …NII ahead of expectation…. Net profit below expectation on account of higher provision

·   Net profit Rs1000cr (up 4% YoY) – expectation Rs1373cr

·   GNPA 2.96% vs 1.4%

·   Provision Rs1750cr (up 4% YoY) – expectation Rs1500cr

·   Interest Income Rs4490cr – expectation Rs3910cr
#TOP10 #StocksInFocus
1- HCL TECH / MASTEK
2- ACC
3- HDFC LIFE
4- BAJAJ FINANCE
5- ASIAN PAINTS
6- ADANI GROUP
7- INDIAN BANK / NIPPON LIFE AMC
8- ZEN TECH
9- ICICI PRU LIFE
10- ICICI SEC / JUBILANT INGREVIA
Today's Infographic: *The Unicorns of 2021*

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👨‍🍳 Digit Insurance - $3.5 Bn
💳 Cred - $2.2 Bn
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