Global "Grain based Ethanol" market to reach 100$ Billion by 2024.
Just imagine where our Indian Ethanol market will reach
Government asking OMCs to speed up procurement of Ethanol
Focus on grain based ethanol manufacturers
GLOBUS SPIRIT
More 1 to 2 Qtrs pain might be there and than possible uptick in numbers
Capacity addition coming online soon.
Just imagine where our Indian Ethanol market will reach
Government asking OMCs to speed up procurement of Ethanol
Focus on grain based ethanol manufacturers
GLOBUS SPIRIT
More 1 to 2 Qtrs pain might be there and than possible uptick in numbers
Capacity addition coming online soon.
Wealthcreatures.com
Top Reason for Current correction in Equities π
UKRAINE - RUSSIA WAR π
RISING INFLATION π
CRUDE AT 14YR HIGH π
BOND YIELD RISING π
INTEREST RATES RISING π
COST & MARGIN PRESSURE DUE TO ALL ABOVE FACTORS These are Not Permanent in Nature It's cycle - whichβ¦
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
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.
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.
DEEPAK FERTLISER
CAPEX UPDATE
π AMMONIA
Q1FY24: will add new 5,10,000mtpa vs 1,28,700mtpa
π TAN
Q2FY25:will add new 3,76,000mtpa vs 486,900mtpa now
π NITRIC ACID
proces soaring higher &
Big beneficiary
π Company transforming from commodity to speciality chemical which wld expand there Margin & which wld fetch higher valuation going forward
π Debt & Pledge is concern but is that is well managed this has to be Huge in next 3 Yrs.
CAPEX UPDATE
π AMMONIA
Q1FY24: will add new 5,10,000mtpa vs 1,28,700mtpa
π TAN
Q2FY25:will add new 3,76,000mtpa vs 486,900mtpa now
π NITRIC ACID
proces soaring higher &
Big beneficiary
π Company transforming from commodity to speciality chemical which wld expand there Margin & which wld fetch higher valuation going forward
π Debt & Pledge is concern but is that is well managed this has to be Huge in next 3 Yrs.
Wealthcreatures.com
DEEPAK FERTLISER ALREADY HIT 10X 72 TO 730 Watch out for πͺvery strong strength on close above 688/714 POSSIBLE - 20Γ/25Γ/30Γ IN COMING 2.5 TO 4 YEARS
DEEPAK FERTLISER
CMP - 548
CAN WE GET @ 450 - 420 zone??
Value Buy @ 460 - 480 zone
Bargain Buy @ 390 - 430 zone
CMP - 548
CAN WE GET @ 450 - 420 zone??
Value Buy @ 460 - 480 zone
Bargain Buy @ 390 - 430 zone
Wealthcreatures.com
POLYPLEX DAYS LOW - 2054 DAYS HIGH - 2146 CMP - 2070 Support @1980/1950 Once closed above 2129 can see good Upmove Add on Dips candidate S/L - As per Risk on 1890 on cbsl Disc - All views expressed are personal and only for educational and studyβ¦
POLYPLEX
Strong Fundamentals
BACK TO 2000 ZONe aft touching 2870
Below 1974 close shld Retest 1840 - 1790
Bargain Buy @ 1600 - 1700 zone
Strong Fundamentals
BACK TO 2000 ZONe aft touching 2870
Below 1974 close shld Retest 1840 - 1790
Bargain Buy @ 1600 - 1700 zone
Wealthcreatures.com
FOCUS ON STOCKS THAT ARE TRADING ABOVE WAR LOWS ( feb - March)& SHOWING STRENGTH πͺ THEY WLD BE 1st To bounce Back WE R FOCUSING ON RISK REWARD & RISK MANAGEMENT
This is still applicable
Apar inds one of them
Apar inds one of them
Wealthcreatures.com
GNFC WENT 9X 100 To 900 Cmp - 600 Yest Low - 569 ( Also Support) Worth adding on all Dips Has All Ability o be 3x or 4x from here in next 3 to 4 years Can be worth buying GNFC concall they said that gas prices for them has softened, lets seeβ¦
GNFC
Almost 11% Down
Where's the bottom Difficult to say?
No one knows it....
But Good Quality Stocks available at intrinsic Value
From cmp 542 -
250 worth its holding cash πΈ in Books and bal 290 is for its bussiness Value for earning & other assets
550 - 570 technically was last hope for stock
Value Buy @ 500 - 480 zone
Bargain Buy - Anything close to or below - 400 zone
Almost 11% Down
Where's the bottom Difficult to say?
No one knows it....
But Good Quality Stocks available at intrinsic Value
From cmp 542 -
250 worth its holding cash πΈ in Books and bal 290 is for its bussiness Value for earning & other assets
550 - 570 technically was last hope for stock
Value Buy @ 500 - 480 zone
Bargain Buy - Anything close to or below - 400 zone
Wealthcreatures.com
Book 50% π profits in Chennai petro Almost 600% Returns
This why we booked 50% in Chennai petro
Today almost down 20% @ 261
Shld recover in coming Days
Q1 Shld be good in Terms of margin & Profits
Today almost down 20% @ 261
Shld recover in coming Days
Q1 Shld be good in Terms of margin & Profits
Wealthcreatures.com
Common Question asked now a Days markets are down and Overall It seems markets Aur nichee Jaayega Kya Lagta hai markets?? Su Laage chee Market?? Should we book π profits? Our Answer Short Term - Shld book profits in individual scripts Medium Termβ¦
Who all Booked
Profits & Trailed
Profits & Trailed
The new Bull market leaders will slowly start showing up as the bear market keeps getting older
Keep watching for a group of stocks that defy market and start moving with a pocket pivot volumes
Potential Future Leaders - Nifty Auto & Few Auto ancillary
Keep close watch
Keep watching for a group of stocks that defy market and start moving with a pocket pivot volumes
Potential Future Leaders - Nifty Auto & Few Auto ancillary
Keep close watch
https://wealthcreatures.com/2022/06/21/last-20-years-correction-recovery-time-in-indian-equities/
Last 20 Years correction & Recovery Time
Last 20 Years correction & Recovery Time
WealthCreatures
Last 20 years Correction & Recovery Time in Indian Equities
πΈοΈIn last 20 years Markets have seen 8 sharp correction. But only to rise ahead. πΈοΈThe following Chart shows market correction from year 2000 to year 2020 in Indian Equities. Markets have seen manyβ¦
Wealthcreatures.com
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
Can we see CRUDE below $100 in next month and 80 to 90 in next 3 to 4 months??
If Yes....All are genius and every1 knows what wld happen.
If Yes....All are genius and every1 knows what wld happen.