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.

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

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

I.T
Pharma
Chemicals
Semi conductors

Stocks Looking Great

Would TRY To Share Top picks

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

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.

SENSEX Exposed:

43 Years of SENSEX Data That Will Blow

Your Mind:

🔰 Over the past 43 years, there have been approximately 11,000 trading days.

🔰 Positive and negative returns were observed as follows:

- Daily: 53% positive, 47% negative
- Weekly: 56% positive, 44% negative
- Monthly: 61% positive, 39% negative
- Quarterly: 64% positive, 36% negative
- Yearly: 72% positive, 28% negative
- 3 years: 89% positive, 11% negative
- 5 years: 96% positive, 4% negative
- 10 years: 100% positive, 0% negative

🔰 The SENSEX delivered a (CAGR) of 15.5% over the last 43 years.

🔰 Historical CAGR for different periods:

- 1980-1990: 21.6%
- 1990-2000: 14.3%
- 2000-2010: 17.8%
- 2010-2020: 8.8%
- 2020-2022: 24.8%

🔰 Taking into account an average dividend yield of 1.4%, the compounded annual growth rate (CAGR) of BSE Sensex is approximately 16.9%, resulting in a value of around 80,000.

🔰 The longest period of consecutive positive returns was from 1994 to 2003, spanning 9 years.

🔰 Since 2002, there have been no single-year rolling returns negative over any 7-year period, implying no loss if money was invested for a minimum of 7 years.

🔰 Actively managed equity funds have shown the following CAGR returns over 20 years:

- Hybrid: 15.96%
- Diversified: 16.25%
- ELSS: 18.20%
- All Funds (excluding LIC and few AMCs): 16.41%

🔰 SENSEX was at 3800 in June 1996 (26 years back). Over the last 26 years, the average equity mutual fund delivered 18% CAGR.

🔰 If SENSEX had performed as well as the average mutual fund scheme:

- At 16.4% CAGR, SENSEX should be around 1,70,000 levels.

- At 18% CAGR, SENSEX should be around 2,38,000 levels.

DEEPAK NITRITE

4% 💚

2487

ADSL

RECENT LOWS

111

Today 10% 💥

140

ASIAN TILES

9% 💚

78

Asian Granito India Limited's Chief Financial Officer,

Mr. Mehul Shah, will interact with ET Now on December 27th 2023, at 10:00 A.M.

The date is subject to change. The purpose is to disseminate information widely to the company's members.

Continues

UPPER CIRCUIT

SHRIRAM PISTION

1408

Long way to Go

EKC

RECENT LOWS 121

Now bouncing Back

Shld Strongly Perform in coming few months

IRCTC

ONCE CROSSED & sustained above 916 can see Huge Upside

Budget coming

NMDC

Fresh 52wk High —- 207