Wealthcreatures.com
Mk EXIM ( India) Ltd Cmp - 83.80 Sector - Textile Market cap - 225cr Book Value - 24.50 FV - 10 52wk High/Low - 102/66 ATH - 165 ROCE - 36 ROE - 28 Promotor Holding - 41.92% Public Holding- 58.05% Sales at ATH Operating profit margin at ATH…
MK EXIM
To consider bonus issue from reserves meeting wld be held on 2nd December
20% UC
120 💚
To consider bonus issue from reserves meeting wld be held on 2nd December
20% UC
120 💚
Wealthcreatures.com
EKC DAYS Low - 138.75 Immediate support @ 135 - 137 zone Opportunity for visionary & Patience investor
EKC
AVAILABLE @ 137
Retesting Breakout zone
Just watch price aft 1 -2 -3 -4 -6-12 Qtrs Later
AVAILABLE @ 137
Retesting Breakout zone
Just watch price aft 1 -2 -3 -4 -6-12 Qtrs Later
Wealthcreatures.com
Upcoming IPOS TATA TECHNOLOGY FED BANK FINIANCIAL FLAIR WRITING IREDA GANDHAR OIL We feel all would do well with Gandhar oil can be seen as only for listing Gains
IREDA LISTING TODAY
All The Best
Long way to Go For IREDA
All The Best
Long way to Go For IREDA
IREDA
High loan growth >50%
Valuation multiples re-rating
Potential 10x EPS growth in 5 years
Market Leader in RE Sector Lending
IREDA List at 50 VS ipo price of 32
Now @ 55
We see great value multiplier in long term
💯 possible 1st in next 3 - 4 Qtrs and than can revise higher levels looking at numbers and Growth
High loan growth >50%
Valuation multiples re-rating
Potential 10x EPS growth in 5 years
Market Leader in RE Sector Lending
IREDA List at 50 VS ipo price of 32
Now @ 55
We see great value multiplier in long term
💯 possible 1st in next 3 - 4 Qtrs and than can revise higher levels looking at numbers and Growth
Wealthcreatures.com
PCBL 10% 💥 Fresh 52wk High 268
Acquires Aquapharm chemicals
Cost of acquisition @ 3800cr
Positives
Has better OPM vs PCBL
20%+ consistently
Solid topline growth for last 3 years
Provides good diversification to PCBL
Negatives
Debt funded Acquisition along with internal accruals
Can stress BS in the short term
However PCBL has a strong track record of scaling up business
This wld Help them in Longterm
AcquaPharm Chemicals
Revenue :
FY21. 943cr
FY22. 1654cr
FY23. 2045cr
EBITDA:
FY21. 159cr
FY22. 423cr
FY23. 417cr
Won’t be surprise to see 400 - 500 - 600 in PCPL in long term
Cost of acquisition @ 3800cr
Positives
Has better OPM vs PCBL
20%+ consistently
Solid topline growth for last 3 years
Provides good diversification to PCBL
Negatives
Debt funded Acquisition along with internal accruals
Can stress BS in the short term
However PCBL has a strong track record of scaling up business
This wld Help them in Longterm
AcquaPharm Chemicals
Revenue :
FY21. 943cr
FY22. 1654cr
FY23. 2045cr
EBITDA:
FY21. 159cr
FY22. 423cr
FY23. 417cr
Won’t be surprise to see 400 - 500 - 600 in PCPL in long term
Wealthcreatures.com
Upcoming IPOS TATA TECHNOLOGY FED BANK FINIANCIAL FLAIR WRITING IREDA GANDHAR OIL We feel all would do well with Gandhar oil can be seen as only for listing Gains
TATA TECH
KIS KI LAGA?
Hold for next whole Decade
500 ——> 1400
KIS KI LAGA?
Hold for next whole Decade
500 ——> 1400
TATA TECH VS TATA Elxsi vs KPIT VS LTTS
LTTS IS CHEAPEST VALUATION WISE
LTTS IS CHEAPEST VALUATION WISE
EKC
134.55
Lagta hai Short term Retracement & Retest is Done
Shld see Reversal 🔜
134.55
Lagta hai Short term Retracement & Retest is Done
Shld see Reversal 🔜
Wealthcreatures.com
Upcoming IPOS TATA TECHNOLOGY FED BANK FINIANCIAL FLAIR WRITING IREDA GANDHAR OIL We feel all would do well with Gandhar oil can be seen as only for listing Gains
Gandhar Oil
169 Wala ipo 344
Great Listing
Shld book 50% to 70% Atlest
169 Wala ipo 344
Great Listing
Shld book 50% to 70% Atlest
Wealthcreatures.com
IREDA High loan growth >50% Valuation multiples re-rating Potential 10x EPS growth in 5 years Market Leader in RE Sector Lending IREDA List at 50 VS ipo price of 32 Now @ 55 We see great value multiplier in long term 💯 possible 1st in next 3 - 4…
RE Sector Lending - IREDA (vs) PFC & REC
Tailwinds
Low multiples across the companies
Sector Loan growth > 25% for next decade
Technical Exposure to sector
IREDA
Market leader in RE Lending with 30%+
100% Exposure to RE Lending
10x Growth in next 7 years leads to 15x growth in EPS
If this calculation comes True current EPS of approx 3.30 can shoot Upto 48 To 50
Now you calculate — Valuation and Target 🎯
PFC & REC
Market leaders again on par with IREDA
10% or so Exposure to RE Lending
10x growth in RE lending leads to 1x Overall Loan growth
RE Sector - IREDA will perform 5x much better than PFC & REC if they maintain current market share & Sector execution
RE & Infra Sector Lending - REC & PFC will do much much better
Overall All 3 will perform in a huge way if GOI focus is towards RE & Infra
Tailwinds
Low multiples across the companies
Sector Loan growth > 25% for next decade
Technical Exposure to sector
IREDA
Market leader in RE Lending with 30%+
100% Exposure to RE Lending
10x Growth in next 7 years leads to 15x growth in EPS
If this calculation comes True current EPS of approx 3.30 can shoot Upto 48 To 50
Now you calculate — Valuation and Target 🎯
PFC & REC
Market leaders again on par with IREDA
10% or so Exposure to RE Lending
10x growth in RE lending leads to 1x Overall Loan growth
RE Sector - IREDA will perform 5x much better than PFC & REC if they maintain current market share & Sector execution
RE & Infra Sector Lending - REC & PFC will do much much better
Overall All 3 will perform in a huge way if GOI focus is towards RE & Infra
Wealthcreatures.com
HAL Once crossed 2950 - 3000 can expect very Big move possible 4545 - 5000+ also Keep on Radar
HAL
Fresh 52wk High & ATH
IN SEPT’23 split from FV of Rs.10 To Rs.5
Exact Hits - 2500 Today
So 5000 before split
Before split 914 To 5000 ✅
After Split 457 To 2500 ✅
Still long way to Go
Fresh 52wk High & ATH
IN SEPT’23 split from FV of Rs.10 To Rs.5
Exact Hits - 2500 Today
So 5000 before split
Before split 914 To 5000 ✅
After Split 457 To 2500 ✅
Still long way to Go
Wealthcreatures.com
As per our Past Experience and Alalysis Markets are heading a fresh bull run Next 12-15 months - Overall should do good for Markets & Individual scripts Nifty had made ATH in OCT 2021 AND THAN RETRACEMENT/CORRECTION was there TILL SUB 15000 OR SAY 15300…
Bull 🐂 Run Continues….
NIFTY
FRESH ATH
20238 💥
NIFTY
FRESH ATH
20238 💥
Wealthcreatures.com
NMDC LTD cmp - 159.50 NMDC STEEL Cmp - 52 Divided Received - 6.60 Total - 211.50 ➕️ 6.60 = 218 102 To 211 Almost 115% upmove in 16 months Still Looking Good as metals index getting Ready for Fresh Breakout
NMDC FRESH 52wk High
NMDC LTD cmp - 184
NMDC STEEL Cmp - 45
Total - 229➕️ Dividend
102 To 229 Done ✅ Till Now
Almost 129% upmove in 18 months
NMDC LTD cmp - 184
NMDC STEEL Cmp - 45
Total - 229➕️ Dividend
102 To 229 Done ✅ Till Now
Almost 129% upmove in 18 months
BJP win in 3 states acting as a booster dose for Mkt’s
Nifty Fresh ATH
20602
Nifty Fresh ATH
20602