Good Morning to all the dear members and my colleagues

In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.

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 September and it will be solely on FIRST COME FIRST SERVE BASIS.

All those who make payment between 15th August to 23rd August, will be added on Evening of 23rd August, so that they can get benefit of 1 week extra calls.

Existing members you'll can renew your membership ASAP.

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

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

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.1500 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

Important Announcement 📢

Payment Details of Market Wizard has changed. Please take note of New Payment Details.

⏩GOOGLE PAY

MARKET WIZARD Mobile No - 9820456934

⏩BANK TRANSFER

SATISH KANTILAL SHETH
ACC No - 54000371858
IFSC Code - SBIN0000552
Branch - CHINCHOLI MALAD (W)

⏩ UPI ID - marketwizard1234@okaxis


Anyone paying on Old Payment Details will not be considered. Take Note for the same.

SUNDARAM CLAYTON 3674.95❤️❤️

SUNDARAM CLAYTON 3725❤️❤️

SUNDARAM CLAYTON 3755❤️❤️

I will Exit KELLTON TECH today. Closing below SL Levels

Sorry

Newsletter and Direct Recommendation Stock

What Premium Members Get

Positional Call
Mid Term Calls
Intraday Call (Very few but confirm)
Delivery Call
Future Call
Option Calls
Option Strategies
Swing Trades
Super Duper Calls
Bumper Calls
Newsletter
SIP Stocks

What normal member gets

Super Duper Calls
Bumper Calls
Newsletter
SIP Stocks

Premium Members Get pre entry in all Super Duper , Bumper and majority Newsletter Stocks.

Thanks & Regards.

Good Morning to all the dear members and my colleagues

In Markets every day we are witnessing consolidation in Nifty and in stocks too after huge breakout of 16000 levels on Nifty.

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 September and it will be solely on FIRST COME FIRST SERVE BASIS.

All those who make payment between 15th August to 23rd August, will be added on Evening of 23rd August, so that they can get benefit of 1 week extra calls.

Existing members you'll can renew your membership ASAP.

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

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

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.1500 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

Important Announcement 📢

Payment Details of Market Wizard has changed. Please take note of New Payment Details.

⏩GOOGLE PAY

MARKET WIZARD Mobile No - 9820456934

⏩BANK TRANSFER

SATISH KANTILAL SHETH
ACC No - 54000371858
IFSC Code - SBIN0000552
Branch - CHINCHOLI MALAD (W)

⏩ UPI ID - marketwizard1234@okaxis


Anyone paying on Old Payment Details will not be considered. Take Note for the same.

Dear All,

Nirmal Bang is inviting you to a Zoom webinar.
When: Aug 20, 2021 08:45 AM India
Topic: Morning Market Update

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_EfQ0i_OPQl23_WobKBKPdQ


After registering, you will receive a confirmation email containing information about joining the webinar.

Supreme Court on Wednesday issued notice on a petition filed by the Indian Broadcasting Foundation (IBF), challenging the Bombay High Court judgment, which upheld the New Tariff Order (NTO) of the Telecom Regulatory Authority of India (TRAI), putting a cap on the MRP of individual channels.

DEVYANI: PIZZA HUT TIES UP WITH HUL TO ADD KWALITY WALL'S ICE CREAM, DESSERTS IN MENU - PTI

TATA STEEL: CO COMMISSIONS ITS FIRST STEEL RECYCLING PLANT IN ROHTAK, HARYANA || LAUNCHES TWO NEW BRANDS - TATA FERROBALED AND TATA FERROSHRED FOR ITS BALED & SHREDDED FERROUS SCRAP PRODUCED

*Shaily Engineering – Q1FY22 Concall Update – Nirmal Bang Sec.*
*Outlook – Positive*

The stock is trading at 33.8x FY22E consensus earnings

The company has got into an agreement with world’s 2nd largest toy maker, in addition has signed 2 new pen development contracts and many are in pipeline. Shaily’s new carbon steel facility at Halol for Home furnishing is up and running – doing trail runs currently. The company has invested Rs 55 cr in this facility and it has revenue potential of Rs 180 cr.
During the quarter the company witnessed abnormal increases in input costs which impacted gross margins however it is expected to normalise in coming quarters. High logistics costs led to increased costs which further impacted the EBITDA margins but management believes this is a temporary phenomenon and should rectify in coming quarters. Management was also confident of improving the utilisation rates in coming quarter from 57% in Q1 to 80-85%.
The board has approved Rs 150 cr investments by few funds including Lighthouse, Whiteoak among others. The company would be utilising these funds to upgrade facilities across divisions for long term growth.

Brokrage Reports


JPM on HDFC BK
OW, TP Rs 1800

Macquarie on HDFC BK
OP, TP Rs 2005


MS on IndusInd Bk
OW, TP Rs 1225


CLSA on HAL
Buy, TP Rs 1425


Clsa on Sunpharma maintain buy with Tgt price of 960


Clsa on Britannia maintain OP with Tgt price of 3850


Citi on bajaj auto maintain sell with Tgt price of 3000


Jefferies on Zomato maintain buy with Tgt price 175

The foreign stimulus
Akash Prakash

The Indian start-up scene is on fire. Barely a day goes by without news of another unicorn and new funding rounds. The success of the Zomato IPO is another milestone, opening the door to multiple new listings from the Indian unicorn ecosystem. Everything seems to be coming together for this subset of the economy. In the first six months of calendar 2021, $10 billion was raised by start-ups and private companies in India. In July, another $10 billion was raised, led by the mammoth $3.6 billion by Flipkart, the single largest fundraise by a private company in India. Contrast this with a total of less than $10 billion raised in all of 2020. At this rate, in 2021, we may see almost $40 billion being pumped into the Indian private company universe by global capital. This trend is further reinforced as even the unicorn IPOs are raising mostly fresh capital (not just secondary sale).

The reality is that all this money is being raised by the start-up/private ecosystem to spend. Money raised will be spent or burnt, such is the nature and the stage of life cycle of most of these companies. The money will be spent to hire people, build infrastructure, strengthen the core tech, accelerate demand and build the brand. None of these companies will just sit on the money raised. Mind you, this money is entirely equity, most of these unicorns do not raise debt.

For perspective, $40 billion is Rs 3 trillion, almost 2 per cent of GDP, that is being effectively pumped into our economy by foreign funds. This may be the stimulus that the government was unable to provide due to a lack of resources. The stimulus will come from foreign funds, not the central government. Frankly, how does it matter where the money comes from as long as it is spent in our economy and is not debt?

Is the sector overheated? Will investors make money providing capital at these valuations? All these issues are debatable, but what is clear is that the money will be spent in India and will boost the economy.

I think the trend is real, secular and just getting started. If we play our cards as a country well, there is no reason this capital flow will not continue, if not further accelerate. Long-term investors continue to search for structural growth and the next wave of innovation and China has shaken the faith of many.

We must make sure we do not shoot ourselves in the foot and inadvertently take measures to temper this enthusiasm.


First of all, the proposed pricing and valuation of some of the new issuances in this space seem quite rich. It is inevitable that a few issues will fail and investors, including retail, will lose money. It is critical for our regulatory authorities to hold their nerve at this point. Just because some issues may fail, we cannot shut the door to IPOs by the start-up ecosystem or raise significant hurdles to listing. Any change in regulatory stance will only make monetisation more difficult or push eligible companies to list overseas, neither of which helps our markets or the economy.

We must also be careful to guard against the perception of a lack of a level playing field. Many global investors are continually worried that domestic lobbies can make the operating and regulatory environment difficult for foreign funded companies. Hopefully, there will be no discriminatory treatment of such companies. If investors feel the odds are stacked against them, they will not commit money. This perception must be nipped in the bud.

Ultimately, whether this capital is raised locally or from global investors, it is being spent in India, to build and hire locally, that is what we must focus on.

There continues to be a debate among global investors as to India’s outlook post the FY22 recovery. The bulls feel we will settle into a long-term growth trajectory of 7 per cent for the economy, while the bears are convinced that the country cannot grow faster than 4-5 per cent. Market price action seems to support the bullish view.

I am also slowly coming around to the more bullish view. I base this on three factors. First, all the money being raised by the start-up ecosystem is supercharging growth. Demand for skilled engineering talent has gone through the roof. Combine this with a strong growth outlook for the IT service players and we are throwing fuel on the fire. The IT/Tech industry will be back to peak hiring levels, last seen a decade ago. Attrition has rocketed (Cognizant just reported attrition of 31 per cent) and salary hikes are accelerating. This will be a significant economic growth multiplier, for consumption, housing and commercial real estate. This growth multiplier has been absent for most of the last five years, as both IT hiring and wages were subdued and we have forgotten its impact.

There is a clear trend of higher value added manufacturing relocating to India. Be it the PLI schemes, the China+1 strategy adopted by most MNC’s or structural industry change, the trend is noticeable particularly in speciality chemicals, API, precision manufacturing in automotive and light engineering and textiles. The anecdotal feedback is clear. Global demand is very strong and secular. Buyers want long-term contracts. Companies are investing. Exports will accelerate, after almost five years of no growth.

There is a clear reversal in the real estate sector. Housing demand is strong and pricing is improving. It is only a matter of time before new construction begins to pick-up. This sector has been in serious stress for almost five years now. A recovery here will be a big multiplier, as it creates low skill jobs and pulls in demand for cement/steel and helps clean up the non-performing asset mess.

The private sector capex cycle is also more visible. It will be driven this time by steel, cement, roads, renewables and manufacturing, not thermal power. Anecdotal evidence is again clear, just hear the earnings calls.

Some of these trends are still early and worth watching to see how they develop. There remain structural weaknesses in the financial system and immense pain among small scale enterprises. However, the stars seem to be aligning. It is possible that we could be finally entering a period of sustained 7 per cent-plus economic growth. Hopefully, this is not wishful thinking. The market price action seems to point in this direction. I am getting more convinced. Let’s hope we finally break out. It is about time!.
The writer is with Amansa Capital