7⃣ Solid Reasons to Invest Now!

SHAREKHAN, by BNP PARIBAS

Advantage India - INVEST

The Nifty 50 has seen huge volatility, correcting by almost ~14% correction from its highs and by ~8% in 2022 year to date, mainly led by inflation-led interest rate hikes globally, surge in crude oil prices, recessionary fears in Europe and the US and not the least, sizeable FIIs outflows. Despite this sharp correction, Indian equities yet have still stayed ahead of the US and other developed markets in 2022 so far, as India continues to offer better prospects given a sustained economic recovery and corporate earnings. In this report, we highlight seven key reasons to invest in Indian equities:

1. Equity markets absorb & quickly adjust to interest rate hikes.

2. Inflationary pressures are already moderating significantly.

3. Valuations have turned favourable now.

4. Nifty valuations (on TTM) are close to March 2020 bottom now.

5. India is set for a multi-year upcycle with all three growth engines firing (real estate revival, infrastructure spending and corporate capex cycle).

6. Healthy growth trend in corporate profits.

7. India's among fastest-growing economies.

In addition, it is essential to not time the markets but rather stay invested in the right-quality stocks for handsome gains in the next 1-3 years.

So, we advise investors to start investing in quality stocks with sound earnings visibility with healthy corporate governance and reasonable valuations.

HDFC BANK

PAT in 2019 : 21000 Cr
Price @1200

HDFC bank Expected PAT in 2023: 42000 Cr
PAT for 2022 : 37000 Cr

Price @1300 levels

The profits post merger would be 65000-68000 cr.

The combined entity is available at 15 P/E & price is same despite profits having doubled.


Loan growth 20%
NII growth 15%
PAT growth 19%

The above growth on huge base.

Still many analysts thing
“Its below par result”

Avoid Noise & Time to buy compounder

Nifty Auto

In just one month is has moved almost 14%

10800 - 11000 zone To 12360 zone

Auto stocks That looks poised for upmove

M&M
Tata motors
Maruti

Auto Ancillary are at same point where once I.T stocks where there before 2 years

Auto Ancillary can make big money in coming few Qtrs

Trading pick

AFFEL INDIA

Days Low - 1026.10

Add bwt - 1040 - 1090 zone

Possible Test Levels # 1175/1225/1275+

TF - 1 To 3 months

S/L - 998 on cbsl or As per Risk

MEGHMANI FINCHEM

Meghmani Finechem commissions India’s largest Chlorinated Polyvinyl Chloride Resin (CPVC Resin) plant

Commissioned on time and within committed capex

Further strengthening our fully integrated complex

India’s ~ 95% demand of CPVC Resin is met through imports

The newly-commissioned facility with a production capacity of 30,000 tonnes per annum (TPA) is the largest of its kind in India.

Despite a challenging external
environment, the plant has been commissioned on time and without any cost overrun, which is a testimony of the company’s strong project execution skills.

In India, CPVC resin demand is around 140 kilo tonnes per annum (KTPA) and it is expected to grow by around 13% CAGR over the next five years.

Approximately 95% of the CPVC resin demand of India is met through imports. MFL’s entry into this product is in line with the Central Government’s initiative of Aatmanirbhar Bharat and Make in India.

GNFC tops the list of PSU’s with the highest FII holding and increase in the last 6 months.

Followed by its parent company GSFC

Other HAL,BEML,chennai petro,Bharat Dynamic,NNDC

Last 1 to 2 week pattern all those stocks where earning are expected to he strong are on upmove

Markets getting Buy on Dips from sell on Rise

GNFC

Cmp - 655

RECOVERING FROM RECENT LOWS AND BOUNCING FROM INTRINSIC VALUE BUYING ZONE

Technically - Now Trading Above all important moving averages

Watch out for close above 675

Sakar Healthcare

205

52wk/ATH - 212

Getting Ready to cross ATH 🔜

MFL

Technically Turning Very Bullish

Results on 21st July

https://youtu.be/59ZPEcCkxBo

🔅Mr.Maulik patel chairman & MD of Meghmani Finechem Ltd guides abt 🇮🇳 largest CPVC plant & future Growth plans & Margins

🔅We sensed it early as we concentrate more on capex....fundamental....coz only profits & Growth drives Share prices...

Do watch full interview

ADOR FRONTECH

CMP - 79.95

Support@71/68

Book Value - 35

Dividend Yield - 5%

FV - Rs.2

Market cap - 280cr

Almost Debt free

Good Roce & Roc.consitent good Dividend Payout

Technically Trading Above all Important moving avgs

NIFTY

HITS 16525 ✅

High - 16565