Lincoln Pharma

240 To 414 had a great Journey

After a Longtime promotors again started Buying From open Mkts.

Technically stock has bounced from 200 DMA

Keep on watclist

Anand Rathi Upgrade
on Deepak fertliser

RUSSIA WILL DECLARE WAR AGAINST WEST IF U.S ROCKETS HITS ANY PART OF THE COUNTRY

PUTIN WARNS OF FERTILIZER SHORTAGE WORLD WIDE AFTER FRESH SANCTIONS IMPOSED ON RUSSIA

Fertilizer stocks in focus Tomm

Deepak fertliser
GNFC

LTI Market Cap - 75000cr

Mindtree Market cap - 50000cr

Both Market cap are Down almost 42% To 45% From Recent TOP

Possible combine mkt cap - 1.25cr as per current situation

Possible 10% To 15% Downside Risk

opportunity available due to Market correction

Company is growing consistently well YoY on Both Revenues Terms & in terms of profitability also.

Merger with Mindtree is a good positive trigger Going ahead

Opportunity Not To miss If 1 has
3 Or 5 years View.

This can grow to 2.5L/3.5L/ 5L/6L+ Market Cap coming in next Decade

Currently TCS leading The I.T Pack with 12.58L Market Cap

SUNTECK MOVED

320 to 589

Now Almost 25% Corrected from TOP

Good Support @ 390 - 380 zone

Realty Sector Looks promising

New project Launches in mumbai & Around Mumbai - Vasai

Gives Revenue Visibility

Chennai Petro

Small Study & Past Data

Previous highs of stock
2007 Dec 475+ zone
2017 Nov 475+ zone

PE ratio
2007 1year median PE 6.54
2017 1yr median PE 5.15

Actual PE on Dec 2007 8.26
Actual PE on Nov 2017 7.83

Year 2022
1yr median 7.61
Actual PE 3.39

With 1000 crs PAT TTM Eps of company would jump to Rs.153
& PE would b 2

If we go buy past Data & Stock has to Make a TOP. PE should go above 7 or 8 as we saw in 2007 and 2017.

At 7 PE stock price # 1050+

Profits are rising due to Better GRM & Even growth is visible

If GRM continues to be above $14 in Q2 there'll be another 900crs PAT, you can imagine wat impact it'll make on stock

Disc - Above views are only for educational & Study purpose. Consult your financial advisor before investing or taking any position based on above article.

MFL

June wld give Road maps For mkts

Lots of events line up

Fed rate hike probabilities as of Now :
June 10: 50 bps 96.8% ( almost certain)

July 27 : 50 bps 94.2% ( almost certain)

Sep 21 : 25 bps 45%,50 bps 51% (will depend on how June,July hikes plus QT impact inflation)
Uncertain,interesting,
complex times.

June events

June 1: QT starts in the US, USD 47.5bn/month being pulled out by the Fed .

June 8: RBI rate hike, maybe 50 bps

June 15: Fed rate hike, maybe 50 bps

June 9: ECB announces end of QE, rate hikes to start from July .Fed FOMC rate hike on June 15th of 0.5% , 50 bps has a 96.8% probability as per the bond market trackers.

Add on QT of 47.5 $ bn in June , and you have a challenging environment .

Oil,Inflation,China plus a tightening Fed are not easy conditions by any measure.

Plan your Trades Accordingly

MFL

1st Support@1390

2nd support@ 1340

Keep on Radar

We expect it to out perform markets going Forward

4 to 8 Qtrs

This wld be in diffrent League

Chennai Petro

Locked 🔒 in 5% UC

MFL

DAYS LOWS - 1390

To

Days HIGH --- 1500++

Welspun corp

234

Closing at Days HIGH

Expecting NEW ATH 🔜

Chennai petro

Circuit Filter Revised to 20%

Meghmani Finechem Ltd

Largest capacity of Epichlorohydrin, based on 100% renewable resources, of 50,000 TPA

Largest capacity of CPVC Resin of 30,000 TPA

Caustic Soda capacity will increase to 4,00,000 TPA

Entering into Chlorotoluene and its value chain.

8th June - RBI Meet

Has market factored in 50 bps Hike??