LAST DECEMBER

LTIM - 4400

Today - 6150

I follow fundamentals and use Technicals where it’s necessary

IRCTC

10% blast 💥

858

Can we see IRCTC
20% Today

Remain Invested in good stocks, correction always come and go, good stock continue to give good Returns

Lots of Query on IRCTC

Days Low - 852

Can ride with s/L of 2% to 3%

Markets don’t automatically go up when P/E is 13-15 times or fall when P/E is 23-25 times.

It tends to remain in extreme zones

In last 15 years have seen so many flat to negative return periods-

2009-2013
2015-2018
Oct 21-oct23

Hence imp to complete a full greed n fear cycle over 5-10 years. no one knows when one starts and the other ends.

You have to bear negative extreme to enjoy the positive one.

GOOD LUCK INDIA

ATH - 968

CMP - 932

ALMOST 19X in just 3 Years

Capex planned and capex executed lead the Growth

Many such stock still available and updated

Need Vision and Patience to HOLD

EKC

LOOKING like Upside Journey shld start in next few Days

Strong 💪 support @ 127 - 129 zone

From last 30 To 40 Days stock making strong base around 130 zone only

CMP - 132.25

Keep on Radar

EKC

127 broken

Days Low - 125

Next support @ 115

Just an Observation

BSE Smallcap Index

21st Dec’20 - minus 4.6%

20th Dec 2021- minus 3.3%

21st Dec 2022 - minus 2.8%

20th Dec ‘23 - minus 3.63%

This date has been consistent in giving sharp corrections

IRCTC - 801

RVNL - 166

Can we see Recovery in this both stock

GOLDIAM INTERNATIONAL

CMP - 154

At Days Low

Looking good for 10% - 20% - 30% Move

S/L - 139 on cbsl or As per Risk

NIFTY SUPPORT @ 20700 - 20800 zone

On RADAR

JTL INDUSTRIES

Days Low - 222.60

Support @ 205/190

PROMOTER INFUSE IN 800CR
PLANS FOR A MEGA PROJECT

Q1 COMPANY 77000 MT
Q2 COMPANY DID 82000 MT
FY 24 THEY MIGHT END UP WITH
350000 MT
STIL HALF CAPACITY LEFT

FY23 - 240000 MT

CURRENT CAPACITY -
700000 MT

CAPEX PROMOTER BELIEVES IN INDIA STORY AND DEMAND

Disc - All views are for educational and study purpose only

Jisko Inox India IPO nahi laga don’t Worry

Apna

INOX WIND

Almost 80% Up Hai

250 To 451

GOLDIAM INTERNATIONAL

From Days Lows To Days High

10% 💚 Now @ 175.85

IREDA

Key triggers for value creation
1. Dilutions at high p/b

2. RoE is already 20% and gross yields & thus net interest margin will expand even from here as they increase % of new RE (Green H2, bio fuels etc, MD mentioned this in interview)

3. Second lever for RoE expansion is Cost to income reduction with expanding AUM

4. 30% AUM growth

5. MuFin is at 15x p/b, yahan pe I am saying p/b nahi expand hoga ye bhi leke chaloge toh just from the expanding RoE + high p/b dilutions i would be surprised if we get less than 30-40% price irr OR even nore

6. They have absolutely well entrenched position in renewable energy space. 30% of market share in renewable energy financing. Government nodal agency & implementing agency for many PLI & related government subsidy schemes
Which corporates most take. Imagine competitive advantages it gives to ireda

7. Ireda hiring is next to none. Many of the employees are from best management schools in country & have the core competencies to underwrite project finance in best way possible

8. Competitive intensity in this space is reducing with large banks like hdfc, sbi, ICICI vacating project finance & reducing the number of projects that they finance & in general not enthusiastic about this space at all due to lack of strategic focus (more focus on retail & corporate capex financing than power generation)

SHRIRAM PISTON

1277 🔐 IN UC

5th day of continuous UC.

Just ten days back there were news items that with EVs coming the demand of Pistons will be less going forward.

Singhania bought and since that day it's not looking back

So don't believe all the news..even in reputed publications

Goldiam has received Export Orders worth of ₹50 crores for manufacturing of lab-grown diamond studded gold jewellery to be done before 31 March 2024