NAVIN FLOURINE

CHECK

Even in last 15 days it has not corrected

Moving in specific Range only

Nifty & Sensex Hits NEW
52wk Lows

Nifty @ 15370 down 17.5% from 52wk High

Sensex @ 51524 down approx 17% From 52wk High

PRAJ INDS

💚 in Deep ❤️ Markets

CHLOR Alkali, Caustic Soda Players in Focus

World's second largest chlor-alkali, caustic soda player Westlake, US announces closing of plant

Critical processing equipment failure leads to sudden plant closure

Westlake plant to impact caustic soda, chlor-alkali availability

Stocks To Benefit

Gujarat Alkalies
MFL
GHCL
Tata Chemicals

Yest Gujarat Alkalies was Green in Deep Red markets

This was the Reason.....

There is a general consensus that india as an opportunity is not to be missed for the next 5 years.

But at the same time we are not sure whether bottom is at 15k or 14k or even below that?

No one can Time mkts nor No one can Say Exact Bottom all are just Probabilities

why would someone not invest now just because nifty might go down further

That probability miss out the rally from the bottom to 25000 or even more in next 4 to 5 years

Some 800 To 1000 points downside which no one is confident about vs 10000 point upside rally which majority of us are bullish if we believe in India Growth story

MFL

1195

PRAJ IND

MOVING SLOWLY....

Nifty @ 15184

Smallcap index 52wk High- 120047
Today's Low - 8150
52wk Low - 8150

Midcap Index 52wk High - 33243
Today's Low - 25703
52wk Low - 25703


Yest Accmulation was visible in few Stock where there can be huge growth in numbers going forward espically in FY23 Q1

Possible if this continue today & in next 2 to 3 days than there can be some Bounce of 6% To 8% in both index

Markets can't Fall one way....can give Bounce in between

Keep close watch #Plan Your Trade accordingly

PRAJ INDS

Screaming Buy

🔅Global leader in Ethanol plants & ESG

🔅Binder to blend ethanol
w/ diesel.
Diesel demand 88% to petrol 37%

🔅Special Aviation fuel

🔅Bitumen as Tar substitute to make roads

🔅Sugarcane molasses syrup

🔅 Global Tie up to blend Ethanol

🔅 20% Ethanol blend in India

Just a View

20% To 25% Fall in crude prices in coming Days can Give uplift To Nifty by 8% To 10%

Brent crude below $100 would be Huge +ve for india

LTTS

stocks has corrected almost 50% from its ATH

LAST JUNE/JULY it was @ 2750 - 2850 ZONE
Aft Fy22 Q1 Numbers Stock had 20% UC and than rest is the History

We Came across it in Dec'20 when it was @ 1700 - 1750 zone.had a great Rally Till 6000 in less than 18 months.

Few Points To Note on LTTS in last Qtr & FY22

Total deal TCV win in Q4FY22 was the highest ever as well as in the FY.

Growth was broad-based with all segments growing in double digits.

LTTS had thrice the no of own patent filing in FY22 at 98 versus 28 in the previous yr which is a sign of the growing number of innovation & solution building programs that their engineers are working on and the results of their investments into labs and new-age technologies.

LTTS is participating in strategic transformational programs with their customers, leading to bigger scale and market share. The USD 100M deal with Jaunt is a good example of this.

LTTS EBIT margins improved by nearly 400bps in FY22 through operating efficiencies and better quality of revenue led by digital. This resulted in an overall 44% increase in PAT to Rs. 957 crores for FY22.