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Driven by Fundamentals and Leveraging Technicals.

All post are Only For Study & Educational Purpose.consult you Financial Advisor Before Investing or taking any position.
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EKC

134.55

Lagta hai Short term Retracement & Retest is Done

Shld see Reversal 🔜
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
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
PROTEAN E - Gov

Good Q2 FY24 Numbers

Rev at 236cr vs 178cr⬆️32%
Q1 at 220cr

PBT at 43.3cr vs 34.4cr⬆️26%
Q1 at 41.7cr

PAT at 32.8cr vs 25.6cr⬆️28%
Q1 at 32.2cr

Q2 EPS at 8.11rs vs 6.36rs
Q1 EPS of 7.97rs
BJP win in 3 states acting as a booster dose for Mkt’s

Nifty Fresh ATH

20602
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Unveiled the first construction machine powered by hydrogen in Asia, designed by JCB in New Delhi today.

The technology delivers the same power, torque, and efficiency but with zero tailpipe emissions.

Hydrogen holds promise as an excellent energy pathway to reduce carbon emissions in the road construction sector for the benefit of ecology and the environment.

GreenHydrogen

EKC wld benefit from it
Flows in Cash Market on December 4th 2023 👇

👍FII net bought ₹2073 cr
👍DII net bought ₹4797 cr

Reasons :
🪷 BJP rocks State Elections
🇺🇸 Fed unlikely to raise rates from here on
ATAM VALVE

CMP : 197


Market Cap : 210cr

52wk High/Low - 270/136

Support@ 170

PE - 28

ROCE - 41.8%

ROE - 42.1%

SALES GROWTH 5 YR - 23%

PROFIT GROWTH 5 YR - 71.9%

DEBT TO EQUITY - 0.47

About Company :

Incorporated in 1985, Atam Valves Ltd is a manufacturer of Valves, Cocks & Boiler Mounting

Business Overview:

Company is a part of AMCO Industries. It is a manufacturer and exporter of Industrial & Plumbing Valves, Fittings & Boiler Mountings including valves of Gate, Globe, Check, Ball, Butterfly, Steam Traps, Boiler Mountings & Accessories, and other industrial valves and fittings. The valves are engineered to handle service conditions at -192°C to 550°C and pressure up to 10000psi

Product Profile:

Air Valves, Ball Valves, Butterfly Valves, Check Valves, Cocks, Foot Valves, Gate Valves, Globe Valves, Injectors, Moisture Separators, Needle Valves, Non Return Valves, Parallel Slide Blow Off Valves, Plug Valves, Pressure Reducing valves, Safety Valves, Sight Indicators, Steam Stop Valves, Steam Traps, Strainers, Water Level Gauges, Wheel Valves

Clientele:
Adani, Alps Industries, BHEL, BPCL, BSBK, Driplex, Essar, HPCL, IOCL, IRCTC, NTPC, Thermax, Voltamp, etc.

Manufacturing Capacity:

Company has 3 Foundry Shops for Nonferrous, Stainless Steel and Carbon & Alloy Steels, each with multiple moulding techniques. It has a valve manufacturing capacity of 96,000 pieces per month across product categories

Geographical Revenue Split - FY23

Exports 1%, Domestic Sales 99%

As per management 2030 sales target 1000cr

Current sales 53cr fy24 expected sales 80cr

PE 27 vs industry PE 46
current price to sales 3.78

If company achieves 1000cr target as guided by management then even if we give 3 times sales this wld be 5x/10x

Discl - All views expressed are personal and only for educational and study purpose
No buy sell suggestion about this stock.