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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.
DISCLAIMER:We r Not SEBI REGISTERED ANALYST.
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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 ๐Ÿ‘‡

๐Ÿ‘FII net bought โ‚น2073 cr
๐Ÿ‘DII net bought โ‚น4797 cr

Reasons :
๐Ÿชท BJP rocks State Elections
๐Ÿ‡บ๐Ÿ‡ธ 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 -192ยฐC to 550ยฐC 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.
Wealthcreatures.com
CDSL OLD PICK HITS 1800 โž•๏ธ Exact in 2.5 years Fresh ATH 1844 NEXT - 2260/2400/2529/3000+
CDSL

Already 3x in 2.5 Years
( 615 To 1900++)
But still long Journey pending

๐Ÿ’Žstarted in the year 1998 has gone through stunning Demat Account Additions:

September 2015 - 1 cr
January 2020 - 2 cr
July 2021 - 4 cr
February 2023 - 8 cr

November 2023 - 10 cr
which is just 7% of the Population of India: 143.40 cr


a. CDSL is "doubling" it's dividend pay-out every 2-3 years

b. New companies getting listed every year

c. Only 20k Mcap company

What will happen when this debt free business:

1.>increases from 7% to 20% - 25% - 30% ? Which can happen in next few years

2.>Smallcap becomes a Largecap?

So if everything is so positive, so what do you think are the risks/downside of this business?

Just Need Patience and vision we feel

Disc - All views expressed are personal and only for educational and study purpose.
DCW
Wealthcreatures.com
https://www.bseindia.com/xml-data/corpfiling/AttachLive/742838e9-c9b2-4e49-a0ef-0818fd017cff.pdf
DCW Limited has executed a Share Subscription and Shareholders' Agreement with Kaze Renewables Private Limited and Cleantech Solar India OA 2 Pte. Ltd. to subscribe 24,41,875 Equity Shares of face value of Rs. 10 each at a premium of Rs. 70.

This acquisition will make SPV an 'associate' of the company.
Wealthcreatures.com
Something Happening in Fertilizers space GNFC Deepak fertlizer GSFC Our Top Picks
GNFC

Getting Ready for Fresh 52wk HIGH

๐Ÿ”œ๐Ÿ”œ๐Ÿ”œ๐Ÿ”œ
EKC

129.10

Hold with conviction

Iska time bhi aayega
Wealthcreatures.com
https://wealthcreatures.com/2019/09/11/time-to-buy-cyclical-stocks-espically-autos-which-are-out-of-favour Everyone wants to buy Tata Motors Now & Other Autos and Auto Ancillary We gave when Tata motors was @ 100 levels & No one wanted to buy that was perfectโ€ฆ
TATA MOTORS was available @ 100 in November 2019

Today itโ€™s 7X in just 4 Years

At 100 no one wanted to buy it that was the perfect TIME to use no Brainer

As Said By Harshad Mehta
โ€œ Uthalo Tata Ka koi bhi stock aaj nai Toh Kal Paisa dekar he jaayegaโ€
Wealthcreatures.com
Something Happening in Fertilizers space GNFC Deepak fertlizer GSFC Our Top Picks
DEEPAK FERTLIZER

Ammonia prices are above $580 now. So ammonia plant will make more sense now and margins will improve.

Ammonia Prices up 38% in US Markets and Up 18% in India for November (MoM)

Ammonia prices are in uptrend for last few months

Deepak Fert is one of the largest Ammonia producers in India

Bottom might be done in Deepak Fert and new journey might be starting VERY SOON