L&T TECH Q3

CONS NET PROFIT UP 7.5 % AT 303 CR (QOQ), UP 22 % (YOY)

REVENUE UP 2.5 % AT 2048 CR (QOQ) ,UP 21.5 % (YOY)

EBITDA UP 5 % AT 440 CR (QOQ),UP 20 %(YOY)

MARGINS AT 21.5 % V 21% (QOQ),21.7 % (YOY)

Lots of Query on I.T sector & overall market Behaviour of last 3 to 6 months

Now a days people started thinking that they have invested in bad companies

Without understanding this broader scenario.....ppl thinks as if there is fault in their invested cos or valuations are expensive.when excess liquidity flows they make expensive more expensive.
they don't look valuations.its when liquidity squeezed we ourselves start finding probable reasons.
Many people are crying as if there is no future for IT sector ahead
or
investing in them is dangerous without knowing that Fii have withdrawn highest money from this sector in past few months

when money will come again come to this sector will finds its lost shine again......It can take 6/12/18/24 months no one knows

But Stay invested in Companies with Good Management & With Revenue & profits visibility

AWL

Days Low 464

Opportunity If have patience

Has to Bounce over a period of Time

Can we see

Sub 400 zone very soon

Now @ 452

After this msg got atlest 50+ DM

Kya AWL 400 ke nichee milega

421 Big Lower Curcuit

Sabse Bada Question??

Bottom pata nahi to anyone....only Hindenberg can say This

Experience says Bottoms are made on Panics 3 to 5 LC expected
Let's C

From whole Adani Group

Most profitable & Resonable Valued company Adani ports

Days Low - 417
52wk High - 987

Most Oversold Stock from Adani Pack

Adani Enterprise
Days Low - 1018
52Wk High - 4180


Time Coming soon for Bounce back

Disc - Only for Educational & Study purpose. Consult your financial advisor before investing or taking any position based on above article.

Lots of Query on Adani Group stocks

If you can't Handle Risk

Stay away from Adani Pack

Simple answer

I.T slowly getting Ready for Sustained Bounce

What A Move....

Adani Ports - 500

Adani Enterprise - 1586

Few of our Hot Favourite are

LTI
LTTS
TCS
AFFLE INDIA
BAJAJ FINANCE
BAJAJ TWINS
JYOTI RESINS
ASIAN PAINTS
SRF
PIDILITE INDS
TITAN

CYIENT

Good Numbers

Highest ever quarterly EPS

Margins also back to 18%

Technically also getting ready for upmove

Last time moved from 250 to 1250

Cmp - 896

Keep on Radar

I.T index

Comfortably above 30000+

Currently Trafing - 30497

Looking forward for - 31500/32650/33000/34500/35450/36600+

Expecting 40000+ in 2nd half of 2024 let's c

ADANI ENTERPRISE
15% 💚
1808
Can we see 20% - 25% Upmove today


ADANI PORTS
8.5% 💚
595
Can we see 750+ in adani PORTS in nxt few months

Adani promoters prepay $1.1 bn in loans

In a very bold move in the direction of damage control, the cash-flow rich, promoters of Adani Group companies have prepaid loans of up to $1.11 billion for the release of pledged promoter shares of some of its listed entities before the maturity date of September 2024. The move is likely aimed at instilling investor…

https://indianeconomyandmarket.com/2023/02/07/adani-promoters-prepay-1-1-bn-in-loans/

I.T has to make a comeback

I.T now would look strong to everyone
When no one buying and everyone sees wroste things that's was perfect time to Buy I.T

AWL

5% UC

438

Bouncing from Recent Lows of 355 - 357

Don't Expect it to cross ATH of 878 very soon

Next Hurdle @ 482 & 530

After that 569 - 611 is very very big hurdle

Journey would be Zig - Zag

MARKET LEADERS BY CATEGORY

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product.

IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production

Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

ITC >75% market share in ciggarettes.

NRB Bearings >70% market share in needle roller bearings.

Suprajit Engineering >70% market share in Cables 2W

Deepak Fertilizer >70% market share in Isopropyl

Asahi Glass >70% market share in automotive glass

Greaves cotton >70% market share in Diesel Engine 3W

Xpro >70% market share in Coextruded Plastic Films

Pidilite >65% market share in adhesives.

Jamna Auto >65% in Leaf Spring

CAMS >65% market share in RTA within MF industry

Time Technoplast >65% market share in polymer based industrial packaging

Concor >65% market share in domestic container cargo transport

LIC >60% market share in life Insurance category

Exide >60% market share in lead batteries

Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

ACE >60% market share in Mobile & Tower Cranes segment.

Indiamart Intermesh >55% market share in the online B2B Classified space.

Laxmi Organics >50% market share in diketene derivatives segment. >25% market share in ethyl acetate.

Vst Tillers >50% market share in
Power tillers.

Sanghvi Movers >50% market share in overall domestic crane hiring market.

Emami >50% market share in antiseptic & male grooming segment.

Delta corp >50% in online poker games.

Bajaj Auto >50% market share in 3Wheelers Segment.

Vinati Organics >50% market share in IBB.

OCCL >50% market share in IS.

LMW >50% market share in textile machinery.

Bajaj consumer >50% market share in almond hair oil.

Asian paints >50% market share in decorative paints.

Colgate >50% market share in oral care.

Symphony >50% market share in
coolers.

PGHH >50% market share female care & vaporub.

La Opala Rg >50% market share in opalware.

HLE Glasscoat >50% market share in filtration & drying equipment.

Maruti suzuki >50% market share in passenger cars.

APL Apollo >50% market share in structural & pre galvanized tubes.

Cdsl >50% market share in investors accounts.

Interglobe Aviation >50% market share in Air Traffic Passengers.

GMM pfaudler >50% market share in glass lined equipment.

Marico >40% market share in hair oil (coconut) & edible oil.

HUL >40% market share in soaps, household products.

Borosil Renewables >40% market share in solar glass business.

Nestle >40% market share in Instant noodles. >95% in infant nutrition.

Blue dart >40% market share in air express courier service.

VIP >40% market share in luggage.

USL >40% market share in spirits/whisky.

UBL >40% market share in beer.

Sundram fasteners >40% market share in fasteners.

Nocil >40% market share in rubber chemicals.

Gillette >40% market share in razors & blades.

Alkyl Amines >40% market share in DMAHCL.

Rajratan Global >40% market share in bead wires.


TTK Prestige >40% market share in pressure cookers.

Hero Motocorp >35% market share in 2 wheelers.

Tata Motors >35% market share in commercial vehicles.

M&M >35% market share in Tractors. (used in agri farms)

Hsil >35% market share in sanitaryware.

Sheela Foam >35% market share in Sleeping Mattress

Reliance >35% market share in Telecom

Ultramarine >35% market share in pigment

Britannia >35% market share in biscuits

Xpro <30% market share in dielectric films

Genus power >25% market share in electricity metering

HDFC Bank >20% market share in credit card segment.

HIL >20% market share in fibre cement sheets.

Disc - Names Shared are not for investing.One should cross check Data always.All views express are personal and only for educational purpose. Consult your financial advisor before investing or taking any position based on above article.

After Steel & I.T

Next Sector To Bounce Back strongly is

Chemical Sector

Our Top Chemical picks

Deepak Nitrite
Navin Flourine
Aarti Inds
PI INDS
SRF
ATUL Ltd
Vinati organics
Balaji Amines
DMCC
Daimines & Chemicals Ltd

On Radar

UTI AMC

Days Low - 668
Cmp - 680 - 684

Good Accmulation visible


S/L as per Risk on 629 on cbsl