VEDANTA Demerger
First Promoter Increases stake from 50% to 70%.
Dividend paid during last 2 years Rs 162 Per share
Dividend for additional 20% stake Rs 12,000 Cr
Total Loan outstanding is
Rs 70,000 Cr
Total dividend payout is
Rs 67,000 Cr
In last month Promoter sold 5% stake.
DEMERGER :
Why FII and DII continuously selling in last 2 years
Retail shareholder up from 6 lacs to 15 lacs in last 2 years
Why Dividend payout ratio suddenly increases after 20% stake hike?
Why They didn’t pay loan and took huge dividend?
Why they sold 5% stake (If they thought demerger will create wealth)?
Why some of the Marketing Agency asked influencers for positive paid tweets about company?
Do you still want to buy Vedanta??
Will it create VALUE OR It would loose its charm only Time would tell......
First Promoter Increases stake from 50% to 70%.
Dividend paid during last 2 years Rs 162 Per share
Dividend for additional 20% stake Rs 12,000 Cr
Total Loan outstanding is
Rs 70,000 Cr
Total dividend payout is
Rs 67,000 Cr
In last month Promoter sold 5% stake.
DEMERGER :
Why FII and DII continuously selling in last 2 years
Retail shareholder up from 6 lacs to 15 lacs in last 2 years
Why Dividend payout ratio suddenly increases after 20% stake hike?
Why They didn’t pay loan and took huge dividend?
Why they sold 5% stake (If they thought demerger will create wealth)?
Why some of the Marketing Agency asked influencers for positive paid tweets about company?
Do you still want to buy Vedanta??
Will it create VALUE OR It would loose its charm only Time would tell......
DEEPAK FERTILISERS: GOVT MAY IMPOSE ANTI-DUMPING DUTIES ON IMPORT OF ISOPROPYL ALCOHOL FROM CHINA- ET
DEEPAK FERTILISERS: CO FILED AN APPLICATION TO INVESTIGATE DUMPING INCIDENT
DEEPAK FERTILISERS: CO FILED AN APPLICATION TO INVESTIGATE DUMPING INCIDENT
Wealthcreatures.com
DYNAMATIC TECH BLASTING MORE 18.5% uppppp 3380 668 To 3380 Done Till Now ✅ Book 50% To 75% profits We should see some RETRACEMENT In coming Days
DYNAMATIC TECH
FRESH ATH 4680
668 To 4680 💚
✅ 7x Done ✔️ Till Now ✅
Longway to Go
Dynamatic Technologies rising on Sunrise sector like Aerospace and Defense sector
🔅The hydraulic gear pumps manufacturer has been Increasing it's focus on the defence and aerospace businesses which has been in focus.
🔅This industrial products manufacturer has been jacking up focus on defence and aerospace businesses, both of which have been celebrity sectors lately.
🔅Shares of Dynamatic Technologies have generated a return of close to 40 percent in the past three months. In the last three years, the scrip has skyrocketed to almost 500 percent.
🔅Dynamatic Technologies is the world's largest manufacturer of hydraulic gear pumps and has a leadership position in this market for over 45 years.
It is also a Tier I supplier to global aerospace original equipment manufacturers (OEMs), such as Airbus SE, Bell Helicopter, Boeing Company, Hindustan Aeronautics Limited (HAL), GKN Aerospace and Spirit Aerosystems.
It operates in three business segments: Aerospace, Hydraulics, and Metallurgy.
🔅Despite global supply-chain constraints, the company has registered a decent growth of 20 percent year on year (YoY) in the March 2023 quarter, at Rs 119.4 crore, thanks to the strong demand for commercial jetliners.
Even on a YoY basis, the aerospace segment clocked a 21 percent sales growth, led by a strong commercial order book and supply-chain improvements.
🔅Airbus, which is one of the leading global aircraft manufacturers, is a marquee client of Dynamatic Technologies.
🔅The company is successfully associated with Airbus in the A330 long-range aircraft variant programme, said Vinit Bolinjkar, Head of Research, Ventura Securities.
The supplier to aerospace OEM is also focused on developing capabilities in large aero-structural assemblies, composites and high precision aero-structure designing and manufacturing, going ahead.
🔅The company has delivered over 7,000 aircraft sets till date and is working closely with Spirit Aero Systems for the re- design of the Flap Track Beam with a Monolithic structure. It is a single source supplier of flap track beams in the world, highlighted Bolinjkar.
“The rise in contribution of the aerospace segment to Dynamatic Technologies' total revenue -- from 15 percent in FY15 to 33 percent in FY23 -- is a significant growth trend, indicating that the segment has experienced substantial expansion and has become a more substantial part of the company's overall business,” Bolinjkar pointed out.
🔅He also pointed out that commercial deliveries and ramp-up of parts of F-15EX Eagle and Escape Hatch Doors for A220 aircraft is anticipated to start from the coming quarters. This will contribute to the top line and new business opportunities.
Jacking up focus on defence biz
🔅A larger view is that with global chain issues getting resolved, a strong order book by major aircraft producers will drive both defence and commercial demand.
Meanwhile, the defence ministry is planning to rope in domestic players to set up repair and overhaul facilities for Western-origin aircraft, as part of the 'Make-in-India' initiatives.
🔅Several market participants see the Maintenance, Repair & Overhaul (MRO) of military aircraft and helicopters as a big opportunity because these platforms require regular checking and maintenance and repair work.
According to the estimate provided by ICICIDirect Research, the cost of repair and overhaul support for military platforms through their service life can be twice or thrice the initial purchase price. The brokerage firm sees Dynamatic Technologies as one of the beneficiaries since it is already involved in manufacturing aircraft and helicopters.
🔅In March, seasoned investors Sunil Singhania and Madhusudan Kela had invested in the company.
FRESH ATH 4680
668 To 4680 💚
✅ 7x Done ✔️ Till Now ✅
Longway to Go
Dynamatic Technologies rising on Sunrise sector like Aerospace and Defense sector
🔅The hydraulic gear pumps manufacturer has been Increasing it's focus on the defence and aerospace businesses which has been in focus.
🔅This industrial products manufacturer has been jacking up focus on defence and aerospace businesses, both of which have been celebrity sectors lately.
🔅Shares of Dynamatic Technologies have generated a return of close to 40 percent in the past three months. In the last three years, the scrip has skyrocketed to almost 500 percent.
🔅Dynamatic Technologies is the world's largest manufacturer of hydraulic gear pumps and has a leadership position in this market for over 45 years.
It is also a Tier I supplier to global aerospace original equipment manufacturers (OEMs), such as Airbus SE, Bell Helicopter, Boeing Company, Hindustan Aeronautics Limited (HAL), GKN Aerospace and Spirit Aerosystems.
It operates in three business segments: Aerospace, Hydraulics, and Metallurgy.
🔅Despite global supply-chain constraints, the company has registered a decent growth of 20 percent year on year (YoY) in the March 2023 quarter, at Rs 119.4 crore, thanks to the strong demand for commercial jetliners.
Even on a YoY basis, the aerospace segment clocked a 21 percent sales growth, led by a strong commercial order book and supply-chain improvements.
🔅Airbus, which is one of the leading global aircraft manufacturers, is a marquee client of Dynamatic Technologies.
🔅The company is successfully associated with Airbus in the A330 long-range aircraft variant programme, said Vinit Bolinjkar, Head of Research, Ventura Securities.
The supplier to aerospace OEM is also focused on developing capabilities in large aero-structural assemblies, composites and high precision aero-structure designing and manufacturing, going ahead.
🔅The company has delivered over 7,000 aircraft sets till date and is working closely with Spirit Aero Systems for the re- design of the Flap Track Beam with a Monolithic structure. It is a single source supplier of flap track beams in the world, highlighted Bolinjkar.
“The rise in contribution of the aerospace segment to Dynamatic Technologies' total revenue -- from 15 percent in FY15 to 33 percent in FY23 -- is a significant growth trend, indicating that the segment has experienced substantial expansion and has become a more substantial part of the company's overall business,” Bolinjkar pointed out.
🔅He also pointed out that commercial deliveries and ramp-up of parts of F-15EX Eagle and Escape Hatch Doors for A220 aircraft is anticipated to start from the coming quarters. This will contribute to the top line and new business opportunities.
Jacking up focus on defence biz
🔅A larger view is that with global chain issues getting resolved, a strong order book by major aircraft producers will drive both defence and commercial demand.
Meanwhile, the defence ministry is planning to rope in domestic players to set up repair and overhaul facilities for Western-origin aircraft, as part of the 'Make-in-India' initiatives.
🔅Several market participants see the Maintenance, Repair & Overhaul (MRO) of military aircraft and helicopters as a big opportunity because these platforms require regular checking and maintenance and repair work.
According to the estimate provided by ICICIDirect Research, the cost of repair and overhaul support for military platforms through their service life can be twice or thrice the initial purchase price. The brokerage firm sees Dynamatic Technologies as one of the beneficiaries since it is already involved in manufacturing aircraft and helicopters.
🔅In March, seasoned investors Sunil Singhania and Madhusudan Kela had invested in the company.
Wealthcreatures.com
DYNAMATIC TECH BLASTING MORE 18.5% uppppp 3380 668 To 3380 Done Till Now ✅ Book 50% To 75% profits We should see some RETRACEMENT In coming Days
🔅The company successfully raised Rs 130 crore through a preferential allotment of equity shares during the end of FY23. Dynamatic Technologies has utilised the fund-raise proceeds in April for the repayment of debt and optimisation of balance sheet, the company said in its latest investor presentation.
🔅The fund infusion would support the company's deleveraging efforts, said India Ratings & Research, a Fitch Group company.
Dynamatic Technologies further intends to trim its high-cost long-term debt through divestment proceeds from the Windfarm land.
The company's total debt, excluding lease liabilities, was Rs 610 crore at the end of nine months in FY23, with a term debt of Rs 360 crore. The credit ratings agency expects the company's balance sheet to deleverage in FY24-25, with the equity infusion an improvement in operations and the likely materialisation of asset monetisation.
🔅The fund infusion would support the company's deleveraging efforts, said India Ratings & Research, a Fitch Group company.
Dynamatic Technologies further intends to trim its high-cost long-term debt through divestment proceeds from the Windfarm land.
The company's total debt, excluding lease liabilities, was Rs 610 crore at the end of nine months in FY23, with a term debt of Rs 360 crore. The credit ratings agency expects the company's balance sheet to deleverage in FY24-25, with the equity infusion an improvement in operations and the likely materialisation of asset monetisation.
Deepak Nitrite CEO Maulik Mehta says:-
Demand has been weak until September China has been weak
Dumping from China continues
Not a very bullish commentary from Deepak Nitrite!
Demand has been weak until September China has been weak
Dumping from China continues
Not a very bullish commentary from Deepak Nitrite!
Wealthcreatures.com
On Radar Navneet education Cmp - 105.35 Market cap - 2383cr Excellent & Blockbuster Q1 fy23 after a longtime School Reopen theme working Stationery Division doing Good Rev at 693cr vs 324cr PBT # 190cr vs 46cr vs Q4 PBT 50cr Almost 300% jump…
NAVNEET EDUCATION
Fresh 52wk High yesterday
Already up 60%
105 To 165 💚
Cmp - 165.80
🔅Navneet Education Primarily into manufacturing and trading of education books, reference books, technical & professional books in paper form and e-learning form, and also paper and non-paper based stationery products.
🔅 Dominant market share of ~65%
🔅Company is amalgamating Genext Students Private Limited and demerging Edtech business of Navneet Futuretech Limited into Navneet Education Limited
🔅Recently sold land in Ahmedabad
🔅Low DE ratio of 0.25x
🔅Div yield - 1.56%
🔅Promoters holds - 63.31%
DII - 11.15% and
FII - 3.36%.
Fresh 52wk High yesterday
Already up 60%
105 To 165 💚
Cmp - 165.80
🔅Navneet Education Primarily into manufacturing and trading of education books, reference books, technical & professional books in paper form and e-learning form, and also paper and non-paper based stationery products.
🔅 Dominant market share of ~65%
🔅Company is amalgamating Genext Students Private Limited and demerging Edtech business of Navneet Futuretech Limited into Navneet Education Limited
🔅Recently sold land in Ahmedabad
🔅Low DE ratio of 0.25x
🔅Div yield - 1.56%
🔅Promoters holds - 63.31%
DII - 11.15% and
FII - 3.36%.
Wealthcreatures.com
ASIAN TILES Slowly 🐌 🐌 moving 65 💚 Shld move towards 70 - 72 - 80 Our Final Test zone is 4x- 5x -6x ➕️ Patience is Key 🔑
Asian Tiles
Strong 💪 in whole correction in markets
67 ➕️ 💚
Strong 💪 in whole correction in markets
67 ➕️ 💚
ON RADAR
Vinyas Innovative Technologies
Ipo price - 165
Lot size - 800
https://www.vinyasit.com/
Interesting company
Tying to get more data & understanding bussiness
Vinyas Innovative Technologies
Ipo price - 165
Lot size - 800
https://www.vinyasit.com/
Interesting company
Tying to get more data & understanding bussiness
RBI policy alert 📢
⭐️ The Reserve Bank of India (RBI) has kept the repo rate unchanged at 6.5%.
⭐️ This is in line with the street expectations. The RBI has maintained the status quo for the fourth consecutive time.
⭐️ Meanwhile, the inflation rate eased from its 15-month high of 7.44% in July to 6.83% in August this year.
⭐️Nothing Negative in RBI Policy
⭐️ The Reserve Bank of India (RBI) has kept the repo rate unchanged at 6.5%.
⭐️ This is in line with the street expectations. The RBI has maintained the status quo for the fourth consecutive time.
⭐️ Meanwhile, the inflation rate eased from its 15-month high of 7.44% in July to 6.83% in August this year.
⭐️Nothing Negative in RBI Policy
Wealthcreatures.com
ONE STOCK READY FOR BIG UPMOVE ONLY FOR PATIENCE HOLDER 🔶GOOD LUCK INDIA🔶 Cmp - 50.55 52Wk HIGH/LOW - 68/20.65 2018 HIGH - 142 MARKET CAP - 116cr SUPPORT @ 45/42 ( Add more here) Accmulation zone - 40 To 45 RESISTANCE- 54/60 BOOK VALUE - 155 …
GOOD LUCK INDIA
52wk High- 752
Already 15x Returns 33 Months
50 to 750 ✔️ Done Till Now
When Recommendation market cap 116cr
Current market cap - 2000cr
Current Book Value - 179
EPS - 35
P.E - 21.42
With Strong Fundamentals & Professional Management Team, this Small Cap Stock set for substantial growth📈
Companies Expected Revenue growth, ₹3000 Cr in FY23 to ₹5000 Cr in FY26
Expanding into Defence & Aerospace Zone
Still Longway to go in next 2 to 4 years
Searching for more such stocks
Would update if find something....
52wk High- 752
Already 15x Returns 33 Months
50 to 750 ✔️ Done Till Now
When Recommendation market cap 116cr
Current market cap - 2000cr
Current Book Value - 179
EPS - 35
P.E - 21.42
With Strong Fundamentals & Professional Management Team, this Small Cap Stock set for substantial growth📈
Companies Expected Revenue growth, ₹3000 Cr in FY23 to ₹5000 Cr in FY26
Expanding into Defence & Aerospace Zone
Still Longway to go in next 2 to 4 years
Searching for more such stocks
Would update if find something....
Wealthcreatures.com
MHRIL 1:2 Bonus Price adjusted Today 1 share bonus for every 2 shares held If any1 bought @ 222 His purchase price would become 148 Stock up 9% 💚💚 246 🎯 Days High # 254
MHRIL
52wk High- 439
Cmp - 433
Already very close to 3x From our zone
Our Test Levels was 5x -
We see 4 digits also...
Still looking good and showing strength
Support @ 385 - 392 zone
Can add in bwt 405 - 420 zone
Can see 50% to 100% move in coming 4 to 8 Qtrs.
S/L - As per Risk or 369 on cbsl
Disc - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article.
52wk High- 439
Cmp - 433
Already very close to 3x From our zone
Our Test Levels was 5x -
We see 4 digits also...
Still looking good and showing strength
Support @ 385 - 392 zone
Can add in bwt 405 - 420 zone
Can see 50% to 100% move in coming 4 to 8 Qtrs.
S/L - As per Risk or 369 on cbsl
Disc - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article.
Wealthcreatures.com
Just an observation from past Events 🔅Bear Markets caused due to uncertain events like Pandemic(corona), War, Surgical strikes etc --- witness 'V shape' Recovery. 🔅Bear Markets caused due to usual events like High Inflation, Recession anticipation, Interest…
Just Remember
Last war Ukraine- Russia
As per our study and Experience we wld see Recovery in mkts in 1 to 2 week max
Indian Markets won't have much effect of war of Isreal
Last war Ukraine- Russia
As per our study and Experience we wld see Recovery in mkts in 1 to 2 week max
Indian Markets won't have much effect of war of Isreal
There is NO such problem globally which is permanent and impact negatively to stock market in LONGTERM
MANY Problem keeps coming But Markey keeps going upwards overtaking all Negativity in longterm
Always focus on particular companies in which you wanted to invest at higher level and correction gives you opportunity to add at lower levels than don't miss your Favourite stock pick
In the long term only earning matters
We feel War is just Hilighted main culprit is Raising Bond Yields
MANY Problem keeps coming But Markey keeps going upwards overtaking all Negativity in longterm
Always focus on particular companies in which you wanted to invest at higher level and correction gives you opportunity to add at lower levels than don't miss your Favourite stock pick
In the long term only earning matters
We feel War is just Hilighted main culprit is Raising Bond Yields
On RADAR
PCBL LTD
CMP - 200 - 201
Showing great Strength
Can see 10% - 25% - 35%+++ Move in coming Days
Support @ 170
S/L - As per Risk
Disc - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article.
PCBL LTD
CMP - 200 - 201
Showing great Strength
Can see 10% - 25% - 35%+++ Move in coming Days
Support @ 170
S/L - As per Risk
Disc - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article.