Wealthcreatures.com
ONE STOCK READY FOR BIG UPMOVE ONLY FOR PATIENCE HOLDER 🔶GOOD LUCK INDIA🔶 Cmp - 50.55 52Wk HIGH/LOW - 68/20.65 2018 HIGH - 142 MARKET CAP - 116cr SUPPORT @ 45/42 ( Add more here) Accmulation zone - 40 To 45 RESISTANCE- 54/60 BOOK VALUE - 155 …
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
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
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
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
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
Wealthcreatures.com
On RADAR For medium Term IRCTC - 769 Support@730/715 RVNL - 179.50 Support@167 S/L - You decide Looking Good for - 10% - 15% - 20% - 30% Move Can move Like INOX wind
IRCTC - 801
RVNL - 166
Can we see Recovery in this both stock
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
CMP - 154
At Days Low
Looking good for 10% - 20% - 30% Move
S/L - 139 on cbsl or As per Risk
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
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
Wealthcreatures.com
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.
Jisko Inox India IPO nahi laga don’t Worry
Apna
INOX WIND
Almost 80% Up Hai
250 To 451
Apna
INOX WIND
Almost 80% Up Hai
250 To 451
Wealthcreatures.com
GOLDIAM INTERNATIONAL CMP - 154 At Days Low Looking good for 10% - 20% - 30% Move S/L - 139 on cbsl or As per Risk
GOLDIAM INTERNATIONAL
From Days Lows To Days High
10% 💚 Now @ 175.85
From Days Lows To Days High
10% 💚 Now @ 175.85
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…
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)
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)
Wealthcreatures.com
SHRIRAM PISTON 1035
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
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
Wealthcreatures.com
GOLDIAM INTERNATIONAL CMP - 154 At Days Low Looking good for 10% - 20% - 30% Move S/L - 139 on cbsl or As per Risk
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
🤖Sector of the Future: Semiconductors
🤖15 Companies that play a crucial role in the Semiconductors and its value chain
⚡️Moschip Technologies Ltd.:
🔹The company is a leading semiconductor design services provider, offering turnkey ASIC and IP design services worldwide.
🔶Key Metrics:
🔹M Cap: ₹1,764 Cr
🔹P/E ratio: 173
🔹ROCE: 8.78%
🔹3 Years Sales Growth: 25.9%
⚡️Centum Electronics Ltd.:
🔹The company designs & manufactures microelectronics modules, frequency control products, PCB assemblies, and resistor network.
🔶Key Metrics:
🔹M Cap: ₹1,768 Cr
🔹P/E ratio: 136
🔹ROCE: 7.65%
🔹3 Years Sales Growth: 1.48%
⚡️ASM Technologies Ltd.:
🔹The company has established a joint venture with Hind High Vacuum for semiconductor equipment manufacturing.
🔶Key Metrics:
🔹M Cap: ₹503 Cr
🔹TTM P/E ratio: 128.4
🔹ROCE: 13.4%
🔹3 Years Sales Growth: 33.8%
⚡️Astra Microwave Products Ltd.:
🔹The company acts as a strategic partner for various businesses involved in contract semiconductor manufacturing.
🔶Key Metrics:
🔹M Cap: ₹5,791 Cr
🔹P/E ratio: 89.8
🔹ROCE: 17.1%
🔹3 Years Sales Growth: 20.4%
⚡️RIR Power Electronics Ltd.:
🔹It manufactures low & high-power semiconductor devices like diodes, thyristors modules & bridge rectifiers by processing chips.
🔶Key Metrics:
🔹M Cap: ₹535 Cr
🔹P/E ratio: 86.2
🔹ROCE: 14.9%
🔹TTM Sales Growth: 35%
⚡️Tata Elxsi Ltd.:
🔹The company is a global design and technology services firm with operations across various industries, including the semiconductor sector.
🔶Key Metrics:
🔹M Cap: ₹55,214 Cr
🔹P/E ratio: 70.3
🔹ROCE: 47.7%
🔹3 Years Sales Growth: 25.0%
⚡️Spel Semiconductor Ltd.:
🔹Engaged in the semiconductors integrated circuit assembly and testing facilities.
🔶Key Metrics:
🔹M Cap: ₹350 Cr
🔹P/E ratio: 604
🔹ROCE: 8.75%
🔹3 Years Sales Growth: -32.7%
⚡️Vedanta Ltd.:
🔹The company is venturing into the semiconductor and display glass industries.
🔶Key Metrics:
🔹M Cap: ₹96,554 Cr
🔹P/E ratio: 19.5
🔹ROCE: 21.2%
🔹3 Years Sales Growth: 20.4%
⚡️Gujarat Fluorochemicals Ltd.:
🔹Under the Fluoropolymers Vertical, the company manufactures PTFE, which is primarily used in the Electronics & Semiconductors industry.
🔶Key Metrics:
🔹M Cap: ₹39,008 Cr
🔹P/E ratio: 42.7
🔹ROCE: 29.6%
🔹3 Years Sales Growth: 29.7%
⚡️Cyient Ltd.:
🔹It offers design integration and production services for various industries, including the semiconductor sector.
🔶Key Metrics:
🔹M Cap: ₹26,515 Cr
🔹P/E ratio: 38.0
🔹ROCE: 19.8%
🔹3 Years Sales Growth: 10.8%
⚡️HCL Technologies Ltd.:
🔹The company has completed the acquisition of Sankalp Semiconductors Private Limited in 2019.
🔶Key Metrics:
🔹M Cap: ₹3,96,822 Cr
🔹P/E ratio: 25.7
🔹ROCE: 28.3%
🔹3 Years Sales Growth: 12.8%
⚡️CG Power & Industrial Solutions Ltd.:
🔹Co has sought MeitY's approval to establish an OSAT facility and obtain a project subsidy for semiconductor-related facilities in India.
🔶Key Metrics:
🔹M Cap: ₹71,077 Cr
🔹P/E ratio: 81.4
🔹ROCE: 61.6%
🔹3 Years Sales Growth: 10.9%
⚡️Ami Organics Ltd.:
🔹The company is acquiring a 55% stake in Baba Fine Chemicals, known for manufacturing custom specialty chemicals for the semiconductor industry.
🔶Key Metrics:
🔹M Cap: ₹4,404 Cr
🔹P/E ratio: 57.3
🔹ROCE: 20.6%
🔹3 Years Sales Growth: 37.0%
⚡️Solex Energy Ltd.:
🔹The company is engaged in manufacturing semiconductor furnace bodies.
🔶Key Metrics:
🔹M Cap: ₹363 Cr
🔹P/E ratio: 93.0
🔹ROCE: 12.0%
🔹3 Years Sales Growth: 5.40%
⚡️Grindwell Norton Ltd.:
🔹The company operates its Silicon Carbide business through its subsidiary, Saint-Gobain Ceramic Materials Bhutan Pvt Ltd, in Bhutan.
🔶Key Metrics:
🔹M Cap: ₹24,267 Cr
🔹P/E ratio: 64.3
🔹ROCE: 27.6%
🔹3 Years Sales Growth: 17.2%
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
🤖15 Companies that play a crucial role in the Semiconductors and its value chain
⚡️Moschip Technologies Ltd.:
🔹The company is a leading semiconductor design services provider, offering turnkey ASIC and IP design services worldwide.
🔶Key Metrics:
🔹M Cap: ₹1,764 Cr
🔹P/E ratio: 173
🔹ROCE: 8.78%
🔹3 Years Sales Growth: 25.9%
⚡️Centum Electronics Ltd.:
🔹The company designs & manufactures microelectronics modules, frequency control products, PCB assemblies, and resistor network.
🔶Key Metrics:
🔹M Cap: ₹1,768 Cr
🔹P/E ratio: 136
🔹ROCE: 7.65%
🔹3 Years Sales Growth: 1.48%
⚡️ASM Technologies Ltd.:
🔹The company has established a joint venture with Hind High Vacuum for semiconductor equipment manufacturing.
🔶Key Metrics:
🔹M Cap: ₹503 Cr
🔹TTM P/E ratio: 128.4
🔹ROCE: 13.4%
🔹3 Years Sales Growth: 33.8%
⚡️Astra Microwave Products Ltd.:
🔹The company acts as a strategic partner for various businesses involved in contract semiconductor manufacturing.
🔶Key Metrics:
🔹M Cap: ₹5,791 Cr
🔹P/E ratio: 89.8
🔹ROCE: 17.1%
🔹3 Years Sales Growth: 20.4%
⚡️RIR Power Electronics Ltd.:
🔹It manufactures low & high-power semiconductor devices like diodes, thyristors modules & bridge rectifiers by processing chips.
🔶Key Metrics:
🔹M Cap: ₹535 Cr
🔹P/E ratio: 86.2
🔹ROCE: 14.9%
🔹TTM Sales Growth: 35%
⚡️Tata Elxsi Ltd.:
🔹The company is a global design and technology services firm with operations across various industries, including the semiconductor sector.
🔶Key Metrics:
🔹M Cap: ₹55,214 Cr
🔹P/E ratio: 70.3
🔹ROCE: 47.7%
🔹3 Years Sales Growth: 25.0%
⚡️Spel Semiconductor Ltd.:
🔹Engaged in the semiconductors integrated circuit assembly and testing facilities.
🔶Key Metrics:
🔹M Cap: ₹350 Cr
🔹P/E ratio: 604
🔹ROCE: 8.75%
🔹3 Years Sales Growth: -32.7%
⚡️Vedanta Ltd.:
🔹The company is venturing into the semiconductor and display glass industries.
🔶Key Metrics:
🔹M Cap: ₹96,554 Cr
🔹P/E ratio: 19.5
🔹ROCE: 21.2%
🔹3 Years Sales Growth: 20.4%
⚡️Gujarat Fluorochemicals Ltd.:
🔹Under the Fluoropolymers Vertical, the company manufactures PTFE, which is primarily used in the Electronics & Semiconductors industry.
🔶Key Metrics:
🔹M Cap: ₹39,008 Cr
🔹P/E ratio: 42.7
🔹ROCE: 29.6%
🔹3 Years Sales Growth: 29.7%
⚡️Cyient Ltd.:
🔹It offers design integration and production services for various industries, including the semiconductor sector.
🔶Key Metrics:
🔹M Cap: ₹26,515 Cr
🔹P/E ratio: 38.0
🔹ROCE: 19.8%
🔹3 Years Sales Growth: 10.8%
⚡️HCL Technologies Ltd.:
🔹The company has completed the acquisition of Sankalp Semiconductors Private Limited in 2019.
🔶Key Metrics:
🔹M Cap: ₹3,96,822 Cr
🔹P/E ratio: 25.7
🔹ROCE: 28.3%
🔹3 Years Sales Growth: 12.8%
⚡️CG Power & Industrial Solutions Ltd.:
🔹Co has sought MeitY's approval to establish an OSAT facility and obtain a project subsidy for semiconductor-related facilities in India.
🔶Key Metrics:
🔹M Cap: ₹71,077 Cr
🔹P/E ratio: 81.4
🔹ROCE: 61.6%
🔹3 Years Sales Growth: 10.9%
⚡️Ami Organics Ltd.:
🔹The company is acquiring a 55% stake in Baba Fine Chemicals, known for manufacturing custom specialty chemicals for the semiconductor industry.
🔶Key Metrics:
🔹M Cap: ₹4,404 Cr
🔹P/E ratio: 57.3
🔹ROCE: 20.6%
🔹3 Years Sales Growth: 37.0%
⚡️Solex Energy Ltd.:
🔹The company is engaged in manufacturing semiconductor furnace bodies.
🔶Key Metrics:
🔹M Cap: ₹363 Cr
🔹P/E ratio: 93.0
🔹ROCE: 12.0%
🔹3 Years Sales Growth: 5.40%
⚡️Grindwell Norton Ltd.:
🔹The company operates its Silicon Carbide business through its subsidiary, Saint-Gobain Ceramic Materials Bhutan Pvt Ltd, in Bhutan.
🔶Key Metrics:
🔹M Cap: ₹24,267 Cr
🔹P/E ratio: 64.3
🔹ROCE: 27.6%
🔹3 Years Sales Growth: 17.2%
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
Wealthcreatures.com
🤖Sector of the Future: Semiconductors 🤖15 Companies that play a crucial role in the Semiconductors and its value chain ⚡️Moschip Technologies Ltd.: 🔹The company is a leading semiconductor design services provider, offering turnkey ASIC and IP design…
Then many Indian companies may play a crucial role in this segment.
let's see which gives Good returns from here on
Moschip technology CMP :: 96
Centum electronic CMP :: 1373
ASM technologies CMP :: 458
Astramicrowave CMP :: 608
RIR Power Electronic CMP :: 769
Spel semiconductor ltd CMP :: 75
Cyient ltd CMP :: 2388
HCL tech CMP :: 1462
CG power & industrial CMP :: 466
Solex Energy CMP :: 453
let's see which gives Good returns from here on
Moschip technology CMP :: 96
Centum electronic CMP :: 1373
ASM technologies CMP :: 458
Astramicrowave CMP :: 608
RIR Power Electronic CMP :: 769
Spel semiconductor ltd CMP :: 75
Cyient ltd CMP :: 2388
HCL tech CMP :: 1462
CG power & industrial CMP :: 466
Solex Energy CMP :: 453
PHARMA SECTOR
READY FOR BREAKOUT
STOCKS TO KEEP ON RADAR
NECTAR LIFESCIENCE
JB CHEM PHARMA
GUFIC BIO
IOL CHEMICALS
GLENMARK LIFE SCIENCE
VENUS REMEDIES
NEWLAND LABS
SUPRIYA LIFE SCIENCE
READY FOR BREAKOUT
STOCKS TO KEEP ON RADAR
NECTAR LIFESCIENCE
JB CHEM PHARMA
GUFIC BIO
IOL CHEMICALS
GLENMARK LIFE SCIENCE
VENUS REMEDIES
NEWLAND LABS
SUPRIYA LIFE SCIENCE
I.T
Pharma
Chemicals
Semi conductors
Stocks Looking Great
Would TRY To Share Top picks
Pharma
Chemicals
Semi conductors
Stocks Looking Great
Would TRY To Share Top picks
Wealthcreatures.com
2024 To 2026 would belong to 2 stocks Deepak fertliser Deepak Nitrite
OUR
LAST BULL RUN SLEEPING 😴 LION
READY FOR BREAKOUT SOON 🔜 🔜
DEEPAK NITRITE
140 To 3000
Now
Closed above 2421 should Test 2700/2999 and ATH
LAST BULL RUN SLEEPING 😴 LION
READY FOR BREAKOUT SOON 🔜 🔜
DEEPAK NITRITE
140 To 3000
Now
Closed above 2421 should Test 2700/2999 and ATH
On RADAR
GOLKUNDA DAIMONDS
CMP - 145
52wk High/Low - 86/145
Technically RSI overbought
Add on Dips on Retracement
Support @ 122/115/107
Market Cap - 99.9cr
FY23 EPS - 13.54
PE - 14.8
Book Value - 65
Regular dividend paying company
Cash flow improving
ROE - 22.84%
ROCE - 18.47%
Promoter holding - 73.6%
Market Cap / Sales very attractive at 0.27
http://golkunda.com
Disc - All views only for educational and study purpose only.
GOLKUNDA DAIMONDS
CMP - 145
52wk High/Low - 86/145
Technically RSI overbought
Add on Dips on Retracement
Support @ 122/115/107
Market Cap - 99.9cr
FY23 EPS - 13.54
PE - 14.8
Book Value - 65
Regular dividend paying company
Cash flow improving
ROE - 22.84%
ROCE - 18.47%
Promoter holding - 73.6%
Market Cap / Sales very attractive at 0.27
http://golkunda.com
Disc - All views only for educational and study purpose only.