Recovery From Days Lows in

NIFTY
MIDCAP INDEX
SMALLCAPS INDEX

Nifty Days Low - 24363

Now at Days High @ 24558

Almost 200 points Recovery from Days Low

Midcap index Days Low - 55336
Now @ 56361

Smallcaps index Days Low -18112
Now @18550

BUDGET TOMM

FOCUS WLD BE ON INDIVIDUAL STOCKS & SECTOR SPECIFIC

Bombay Deying

Textile + Real estate

Aaj Ka Low - 200

Support @190

After Sportking

Now Nitin spinner

Moving 💚

Fresh high 428

Just an observation

Recently Comments & Article in media by RBI & sebi chief suggesting that Budget won’t be that great on news front of any thing special for Investors

Either New taxes can come or old one can be I ncreased

SIP at ATH & Increasing

But as per govt statement and media article GOVT want people to keep money in Banks & FDS

So high chances govt can do something Which public would be discouraged to invest in stock markets

Let’s C
How budget comes Tomm

Budget Expectations

Textile sector wroste seems over

After Sportking

NITIN Spinners - Solid numbers

Identifying a trend early gives you good entry point.

Operating leverage in play

Positive Management Commentary

Valuations attractive :
P/E - 16 ✅

FY25Q1

REVENUE ⬆️30 % - 803 Cr
EBITDA🔼56 % - 119 Cr
PAT🔼46 % - 42 Cr

Leading manufacturer of Cotton & Blended Yarn, Knitted Fabrics, Greige & Finished Woven Fabrics.

Production Volume
Yarns - 26,299 MT vs 18,959 MT

Sales Volume
Yarn Sales - 21,544 MT vs 14,217 MT

Markets are smarter than US

market always does the opposite of what people think or expect

Deepak Fertlizer

Biggest capex coming into play

2024 - 2026 a golden year for company

Deepak Fertlizer

1st Reco @ 72

Can we see such 🏃 🏃‍♀️ Runup

Again in all Textile stocks which are Reporting Good Numbers

STCG Increased from 15% To 20%

LTCG increased from 10% To 12.5%

That’s the reason mkts reacted sharply on downside

Don’t panic #STAY CALM

If you holding fundamental strong stocks

Today’s Low in strong stocks WOULD be Very Important

HG infra
Lux inds
Kellton
Onmobile
Sarla poly
ADSL
Deepak Nitrite
Deepak Fertlizer
Bombay Deying
Shriram piston
BAJEL
HFCL

Many more stock on radar

Markets would take few days to digest Tax increased

Than would again concentrate on Growth & Profits

Pick stocks where you have conviction

I expect recovery in midcaps & small in next few days

Major Damage done ✔️

Espically in individuals stocks

Kis kis ne Aaj PANIC Mein maal beecha

Markets are all about understanding and Physchology

2018 - LTCG
2024 - LTCG & STCG ⬆️⬆️

BAJEL

Company Wins Order Worth of
₹ 586.28 Cr

GOLD & silver
have dropped by 4000 due to the Budget decision of reducing the Custom Duty.

Want to see

Deepak Nitrite
Crossing Fresh ATH of 3020 before Q1 Number or around 6th Aug after Q1 Number

Let’s C