Market Wizard
12.7K subscribers
63.8K photos
12 videos
1.16K files
21.4K links
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!!!
Download Telegram
*MRF LTD.* | *CMP* Rs. 79601 | *M Cap* Rs. 33760 Cr | *52 W H/L* 98600/55300
(Nirmal Bang Retail Research)
*Result ahead of Expectation* Gross margin QoQ declined by 60bps vs Ceat 310 bps Apollo 230 bps
Revenue from Operations came at Rs. 4127.7 Cr (-12.9% QoQ, 69.8% YoY) vs expectation of Rs. 4015.8 Cr, QoQ Rs. 4737.7 Cr, YoY Rs. 2430.6 Cr
EBIDTA came at Rs. 487.2 Cr (-34.7% QoQ, 47% YoY) vs expectation of Rs. 508.4 Cr, QoQ Rs. 745.6 Cr, YoY Rs. 331.5 Cr
EBITDA Margin came at 11.8% vs expectation of 12.7%, QoQ 15.7%, YoY 13.6%
Adj. PAT came at Rs. 161.3 Cr vs expectation of Rs. 150.9 Cr, QoQ Rs. 317.3 Cr, YoY Rs. 17.1 Cr
Quarter EPS is Rs. 380.4
Share is trading at P/E of 24x FY22E EPS
Dear All,

Nirmal Bang is inviting you to a Zoom webinar.
When: Aug 10, 2021 08:45 AM India
Topic: Morning Market Update

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_kpNYwIbPSP-LovR2Scf_Og


After registering, you will receive a confirmation email containing information about joining the webinar.
*VENKY'S (INDIA) LTD.* | *CMP* Rs. 2852 | *M Cap* Rs. 4018 Cr | *52 W H/L* 3955/1030
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 1084.7 Cr (15.2% QoQ, 100.3% YoY) vs QoQ Rs. 941.4 Cr, YoY Rs. 541.5 Cr
EBIDTA came at Rs. 79.1 Cr (-28.8% QoQ, 9.8% YoY) vs QoQ Rs. 111.2 Cr, YoY Rs. 72 Cr
EBITDA Margin came at 7.3% vs QoQ 11.8%, YoY 13.3%
Adj. PAT came at Rs. 55.1 Cr vs QoQ Rs. 77.9 Cr, YoY Rs. 47 Cr
Quarter EPS is Rs. 39.1
Share is trading at P/E of 14.6x TTM EPS
*Chemcon Speciality Chemicals Ltd.* | *CMP* Rs. 518 | *M Cap* Rs. 1897 Cr | *52 W H/L* 744/398
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 57.2 Cr (-20% QoQ, 25.3% YoY) vs QoQ Rs. 71.5 Cr, YoY Rs. 45.7 Cr
EBIDTA came at Rs. 17.9 Cr (-14.2% QoQ, 28.1% YoY) vs QoQ Rs. 20.8 Cr, YoY Rs. 13.9 Cr
EBITDA Margin came at 31.2% vs QoQ 29.1%, YoY 30.5%
Adj. PAT came at Rs. 13.4 Cr vs QoQ Rs. 15.5 Cr, YoY Rs. 8.8 Cr
Quarter EPS is Rs. 3.7
Share is trading at P/E of 31.1x TTM EPS
*Shankara Building Products Ltd.* | *CMP* Rs. 602 | *M Cap* Rs. 1375 Cr | *52 W H/L* 684/280
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 445.5 Cr (-30.6% QoQ, 28.7% YoY) vs QoQ Rs. 642.3 Cr, YoY Rs. 346.1 Cr
EBIDTA came at Rs. 18.4 Cr (-30.5% QoQ, -278.8% YoY) vs QoQ Rs. 26.5 Cr, YoY Rs. -10.3 Cr
EBITDA Margin came at 4.1% vs QoQ 4.1%, YoY -3%
Adj. PAT came at Rs. 6.3 Cr vs QoQ Rs. 11.1 Cr, YoY Rs. -25.3 Cr
Quarter EPS is Rs. 2.7
Share is trading at EV/EBITDA of 11.45 FY23E EBITDA
*ASTRAZENECA PHARMA INDIA LTD.* | *CMP* Rs. 3242 | *M Cap* Rs. 8105 Cr | *52 W H/L* 4970/3000
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 175.4 Cr (-16.6% QoQ, -9.4% YoY) vs QoQ Rs. 210.3 Cr, YoY Rs. 193.6 Cr
EBIDTA came at Rs. 15.6 Cr (-61.3% QoQ, -45.3% YoY) vs QoQ Rs. 40.4 Cr, YoY Rs. 28.6 Cr
EBITDA Margin came at 8.9% vs QoQ 19.2%, YoY 14.8%
Adj. PAT came at Rs. 10.2 Cr vs QoQ Rs. 27.3 Cr, YoY Rs. 18.6 Cr
Quarter EPS is Rs. 4.1
Share is trading at P/E of 95.5x TTM EPS
*Gold and Silver VIEW*

*Gold and silver though recovered from the low of $ 1,677 and $ 22.295 respectively per ounce but still the bullion is facing pressure from the higher levels and sell on rise in intra-day trading levels is advised. Price may continue to remain under pressure for sometime.*

Gold recovered from a flash crash that saw prices drop $60 in minutes on bets the Federal Reserve may soon start paring back its massive monetary stimulus.

*Spot bullion fell more than 4% and silver slumped as much as 7% as the selloff following* Friday’s better-than-expected employment figures initially accelerated at the start of Asian trading. Both markets swiftly pared losses, and were down less than 2% by midday in Singapore.

*Gold’s been losing ground on investor concern that an improving economy and rising inflation will spur the Fed to pull back on its unprecedented support.*

American employers added the most jobs in nearly a year in July and the unemployment rate declined faster than forecast.

Dallas Fed President Robert Kaplan’s comments that *the central bank should start tapering its asset purchases sooner rather than later, and in a gradual manner, further fanned expectations that stimulus will be reined in.*
*Clean Science and Technology Ltd.* | *CMP* Rs. 1648 | *M Cap* Rs. 17505 Cr | *52 W H/L* 1784/1555
(Nirmal Bang Retail Research)
*Result ok*
Revenue from Operations came at Rs. 146.3 Cr (9.3% QoQ, 29.6% YoY) vs QoQ Rs. 133.9 Cr, YoY Rs. 112.9 Cr
EBIDTA came at Rs. 71.3 Cr (1.8% QoQ, 27.1% YoY) vs QoQ Rs. 70.1 Cr, YoY Rs. 56.1 Cr
EBITDA Margin came at 48.8% vs QoQ 52.4%, YoY 49.7%
Adj. PAT came at Rs. 54.6 Cr vs QoQ Rs. 53.1 Cr, YoY Rs. 41.9 Cr
Quarter EPS is Rs. 5.1
Share is trading at P/E of 88x TTM EPS
*SUBEX LTD.* | *CMP* Rs. 57 | *M Cap* Rs. 3189 Cr | *52 W H/L* 74/8
(Nirmal Bang Retail Research)
*Result declining*
Revenue from Operations came at Rs. 80.6 Cr (-16.2% QoQ, -9.1% YoY) vs QoQ Rs. 96.2 Cr, YoY Rs. 88.7 Cr
EBIDTA came at Rs. 16.2 Cr (-37.8% QoQ, -41.5% YoY) vs QoQ Rs. 26.1 Cr, YoY Rs. 27.7 Cr
EBITDA Margin came at 20.1% vs QoQ 27.1%, YoY 31.2%
Adj. PAT came at Rs. 13.5 Cr vs QoQ Rs. 15.6 Cr, YoY Rs. 15.2 Cr
Quarter EPS is Rs. 0.2
Share is trading at P/E of 67.6x TTM EPS
Daily Market Highlights | 9th August 2021 πŸ“Š

NIFTY50: β‚Ή16,258.25 | +0.12%

Top Gainers πŸ“ˆ

M&M: +2.23%
TECHM: +1.93%
AXISBANK: +1.86%
BAJAJFINSV: +1.57%
INDUSINDBK: +1.31%

Top Losers πŸ“‰

TATACONSUM: -1.98%
COALINDIA: -1.85%
ADANIPORTS: -1.67%
BHARTIARTL: -1.63%
SBILIFE: -1.63%