Wealthcreatures.com
Diwali pick before Diwali Vikram Thermo Cmp - 56 Accmulation zone - 48 To 56 Support@ 45/41 Test Levels- 75/85/100/120/150+ Demerger already announced Value unlocking coming S/L - 37.25 on cbsl or As Per Risk
Vikram Thermo
Fresh ATHv
131 π
Next updated Test Levels- 155/180/225/300/490+
TF - 3/6/12/24/36 Months
Fresh ATHv
131 π
Next updated Test Levels- 155/180/225/300/490+
TF - 3/6/12/24/36 Months
β€1
Deepak Nitrite
Good Numbers
Way above street Estimates
QoQ and YoY recovery
Q2FY24-YoY
Revenue down 9.4% at 1778cr vs 1961cr
EBITDA up 12% at 302cr vs 271cr
OPM at 17% vs 13.8%
PAT up 17% at 205cr vs 174cr
QOQ
Revenue up 0.5%
EBITDA up 44%
OPM up 500bps
PAT up 37%
Good Margin recovery in phenolics helped the nos.
Drop in realisation along with lower capacity utilisation is the theme across the sector this qtr.
Deepak Nitrite is our sleeping π΄ lion
Shld bo well from March'24 onwards
Looking forward to hear from Management concall
Good Numbers
Way above street Estimates
QoQ and YoY recovery
Q2FY24-YoY
Revenue down 9.4% at 1778cr vs 1961cr
EBITDA up 12% at 302cr vs 271cr
OPM at 17% vs 13.8%
PAT up 17% at 205cr vs 174cr
QOQ
Revenue up 0.5%
EBITDA up 44%
OPM up 500bps
PAT up 37%
Good Margin recovery in phenolics helped the nos.
Drop in realisation along with lower capacity utilisation is the theme across the sector this qtr.
Deepak Nitrite is our sleeping π΄ lion
Shld bo well from March'24 onwards
Looking forward to hear from Management concall
Good Numbers from Allied Digital.
EBITDA grew by 17%
PBT grew by 27%
PAT grew by 36%
1. Recievble reduced by 26 Cr (good sign)
2. improvement in WC days (good sign)
3. Revenue flat
4. Booked new Order intake of 142 Cr during Q2
5. YOY canβt be compared due to provision reversal.
More to be come from Concall
And still trading cheap in midcap I.T space
EBITDA grew by 17%
PBT grew by 27%
PAT grew by 36%
1. Recievble reduced by 26 Cr (good sign)
2. improvement in WC days (good sign)
3. Revenue flat
4. Booked new Order intake of 142 Cr during Q2
5. YOY canβt be compared due to provision reversal.
More to be come from Concall
And still trading cheap in midcap I.T space
π£ My son, Yashish, is conducting a survey on a crucial topic -
student suicide.
I kindly request your support by sparing just 5 minutes to fill out the Google form. Let's stand by his project and gather maximum responses for a meaningful cause.
Together, we can make a Difference!
Link π
https://forms.gle/DhE8tEzr5zPBQCvC7
student suicide.
I kindly request your support by sparing just 5 minutes to fill out the Google form. Let's stand by his project and gather maximum responses for a meaningful cause.
Together, we can make a Difference!
Link π
https://forms.gle/DhE8tEzr5zPBQCvC7
Google Docs
Student Suicide
Tragic act stemming from academic, social, mental health pressures. Urgent need for support, prevention, and mental health resources.(Please note this form is to be filled by parents)
As part of our Global Perspective project, we are conducting a survey onβ¦
As part of our Global Perspective project, we are conducting a survey onβ¦
Wealthcreatures.com
NELCAST 168 Watchout for next clean move once closed avove 175 & Sustained
Nelcast
11% π
Fresh ATH
188
11% π
Fresh ATH
188
Wealthcreatures.com
Vikram Thermo Fresh ATHv 131 π Next updated Test Levels- 155/180/225/300/490+ TF - 3/6/12/24/36 Months
VIKRAM THERMO
FRESH ATH
143
50 To 143 β
Long way to Go
FRESH ATH
143
50 To 143 β
Long way to Go
GYAAN KI BAAT
5 L invested in FD turns into 9 L in 10 years
5 L invested in Nifty turns into
15.5 L in 10 years
5 L invested in a good stock basket (at a decent CAGR of 25%) turns into 47 L in 10 years
5 L invested in a good stock basket (at Rakesh Jhunjhunwala Sirβs CAGR of 50%) turns into 2.9 Cr in 10 years
In the first option, you get 9 L and in second option
(which is the TOUGHEST of course), you get 2.9 Cr
This is why it is VERY IMPORTANT to learn investing and STUDY A LITTLE every day
I KEEP LEARNING EACH DAY EVEN AFTER SPENDING 18 YEARS IN MARKETS
5 L invested in FD turns into 9 L in 10 years
5 L invested in Nifty turns into
15.5 L in 10 years
5 L invested in a good stock basket (at a decent CAGR of 25%) turns into 47 L in 10 years
5 L invested in a good stock basket (at Rakesh Jhunjhunwala Sirβs CAGR of 50%) turns into 2.9 Cr in 10 years
In the first option, you get 9 L and in second option
(which is the TOUGHEST of course), you get 2.9 Cr
This is why it is VERY IMPORTANT to learn investing and STUDY A LITTLE every day
I KEEP LEARNING EACH DAY EVEN AFTER SPENDING 18 YEARS IN MARKETS
Wealthcreatures.com
LINCOLN PHARMA Fresh ATH π 526 REVISED TEST LEVELS - 750/900/1111+ Patience is a Must
Lincoln pharma
Fresh ATH
600
Fresh ATH
600
Wealthcreatures.com
LINCOLN PHARMA Only for Patience Holder Investment pick CMP - 240 ADD ON DIPS NEAR SUPPORT support @ 229/220 Promotors cont. Buying from open mkt. Good product line up TEST LEVELS # 300/400/500/600++ TF - 6/12/18/24 MONTHS S/L - 190 on closingβ¦
Lincoln pharma
240 To 600 Done Till now
150% Returns
240 To 600 Done Till now
150% Returns
If you work for Money, you will have to pay: 30% Tax
If Money works for you, you have to pay: 10% Tax (LTCG)
Make your money work for you
Think different π€©
HAPPY DIWALI
If Money works for you, you have to pay: 10% Tax (LTCG)
Make your money work for you
Think different π€©
HAPPY DIWALI
TOP DIWALI PICKS
ASIAN TILES
EKC
ADSL
AURIONPRO
OPTIEMUS INFRA
PERSISTENT SYSTEM
SHARE INDIA
ASIAN TILES
EKC
ADSL
AURIONPRO
OPTIEMUS INFRA
PERSISTENT SYSTEM
SHARE INDIA
Wealthcreatures.com
Diwali pick before Diwali Vikram Thermo Cmp - 56 Accmulation zone - 48 To 56 Support@ 45/41 Test Levels- 75/85/100/120/150+ Demerger already announced Value unlocking coming S/L - 37.25 on cbsl or As Per Risk
LAST DIWALI PICK
Vikram Thermo
56 to 144 π₯
Still strong our Target - 250+
Vikram Thermo
56 to 144 π₯
Still strong our Target - 250+
Wealthcreatures.com
SPECIAL DIWALI BONUS PICK πͺ SAKAR HEALTHCARE πͺ CMP - 153.70 ACCMULATION ZONE - 140 To 154 Test Levels # 225/300/333/500/600++ TF - 6/12/18/24/36 Months S/L - 99 on cbsl OR As Per Risk
SAKAR HEALTHCARE
LAST 2 LAST DIWALI PICK
( 2021 DIWALI PICK)
Fresh ATH TODAY
408
OUR TEST LEVELS-
7β£5β£0β£
1β£0β£0β£0β£ βοΈ
LAST 2 LAST DIWALI PICK
( 2021 DIWALI PICK)
Fresh ATH TODAY
408
OUR TEST LEVELS-
7β£5β£0β£
1β£0β£0β£0β£ βοΈ
Wealthcreatures.com
CDSL NEW 52WK HIGH 615 One can add here also Revised TEST LEVELS # 650/690/725/750 LONGTERM - 1200/1800++ ( 2 TO 3 YRS)
CDSL
OLD PICK
HITS 1800 βοΈ
Exact in 2.5 years
Fresh ATH 1844
NEXT - 2260/2400/2529/3000+
OLD PICK
HITS 1800 βοΈ
Exact in 2.5 years
Fresh ATH 1844
NEXT - 2260/2400/2529/3000+
Wealthcreatures.com
WELSPUN CORP
ON RADAR AGAIN
CMP - 150
ADD ON ALL DIPS TILL 130
ONCE CLOSED ABOVE 166 FRESH BREAKOUT
CAN EVEN SEE 2Γ/3Γ IN NEXT 2 YEARS FROM CMP ALSO
COMPANY DOING WELL
ON RADAR AGAIN
CMP - 150
ADD ON ALL DIPS TILL 130
ONCE CLOSED ABOVE 166 FRESH BREAKOUT
CAN EVEN SEE 2Γ/3Γ IN NEXT 2 YEARS FROM CMP ALSO
COMPANY DOING WELL
WELSPUN CORP
9% π₯
Fresh ATH
535 π
85 To 535 almost 6x βοΈ
(6Γ βοΈ in 3.5 Years)
150 To 535
(3.5x in 29 months)
9% π₯
Fresh ATH
535 π
85 To 535 almost 6x βοΈ
(6Γ βοΈ in 3.5 Years)
150 To 535
(3.5x in 29 months)
INOX WIND
Cmp - 250.50
Looking good for 15% - 20% - 30% - 40% Upmove
Support @ 235/225
S/L - 205 on cbsl or As per Risk
Disc - All views expressed are personal and only for educational and study purpose.
Cmp - 250.50
Looking good for 15% - 20% - 30% - 40% Upmove
Support @ 235/225
S/L - 205 on cbsl or As per Risk
Disc - All views expressed are personal and only for educational and study purpose.