Wealthcreatures.com
EKC 7% 💚 Getting Ready 🔜 for fresh 52wk High
EKC
6% 💚
Fresh 52wk High
181
6% 💚
Fresh 52wk High
181
Wealthcreatures.com
HFCL At Days Low - 112.25 Opportunity
HFCL
💥💚
FRESH 52wk High
140
💥💚
FRESH 52wk High
140
Wealthcreatures.com
Photo
Nifty journey to 25000
Last 5000 Points came in last 8 to 9 months only and its fastest
Last 5000 Points came in last 8 to 9 months only and its fastest
Everyone has Query what to buy ?
Companies that posted good Results QoQ & YoY
Where management gave strong earnings call for future
And after good results stock goes down due to sentiments
Should be bought on DIPS
Such companies best bet during correction.
Companies that posted good Results QoQ & YoY
Where management gave strong earnings call for future
And after good results stock goes down due to sentiments
Should be bought on DIPS
Such companies best bet during correction.
Wealthcreatures.com
SCI YEST 20% UC Today another 14% 💥 378 SCI paisa Double 175 To 378 done ✔️ till now GE shipping 1524
GE Shipping concall
Q1 FY25 Earnings Call Highlights:
Financial Performance:
- Consolidated Net Profit: INR 812 Crores (reported) and INR 817 Crores (normalized), showing significant improvement compared to Q1 FY24.
- Net Asset Value (NAV): Increased to INR 1,464 per share (consolidated) and INR 1,181 per share (standalone) as of June 30, 2024.
- Dividend: Declared an interim dividend of INR 9.00 per share, marking the 10th consecutive quarterly dividend.
- Debt: Reduced to a net cash position of $350 million (standalone) from a peak net debt of $360 million in March 2019.
- Return on Equity (ROE): 26% (annualized) for both standalone and consolidated.
Operational Performance:
- Shipping:
- Improved earnings for product tankers due to increased ton-miles from the Red Sea conflict.
- Higher dry bulk earnings driven by increased Chinese iron ore and coal imports.
- Offshore:
- Gradual improvement in international utilization.
- Exploration of options for rigs coming off contract, with five offshore vessels up for repricing.
Future Outlook:
- Guidance: No specific earnings guidance due to market volatility and unpredictable events.
- Offshore Business: Expected to contribute significantly to profitability as the market recovers.
- Container Market: Evaluation ongoing with no immediate plans to enter this segment.
- Fleet Expansion: Open to opportunities but cautious, acknowledging short-term challenges for long-term gains.
- Spot vs. Time Charter: Decisions based on market conditions and rate attractiveness.
Concerns (if any):
- Rig tender cancellation in India raises questions about future utilization.
- High order book for product tankers with tail-ended deliveries.
Other Important Points:
- Commitment to replacing older ships with caution about premium for newer vessels.
- Operational leverage maintained with commitment to maximizing shareholder returns.
- Acknowledgment of shipping business volatility.
Q1 FY25 Earnings Call Highlights:
Financial Performance:
- Consolidated Net Profit: INR 812 Crores (reported) and INR 817 Crores (normalized), showing significant improvement compared to Q1 FY24.
- Net Asset Value (NAV): Increased to INR 1,464 per share (consolidated) and INR 1,181 per share (standalone) as of June 30, 2024.
- Dividend: Declared an interim dividend of INR 9.00 per share, marking the 10th consecutive quarterly dividend.
- Debt: Reduced to a net cash position of $350 million (standalone) from a peak net debt of $360 million in March 2019.
- Return on Equity (ROE): 26% (annualized) for both standalone and consolidated.
Operational Performance:
- Shipping:
- Improved earnings for product tankers due to increased ton-miles from the Red Sea conflict.
- Higher dry bulk earnings driven by increased Chinese iron ore and coal imports.
- Offshore:
- Gradual improvement in international utilization.
- Exploration of options for rigs coming off contract, with five offshore vessels up for repricing.
Future Outlook:
- Guidance: No specific earnings guidance due to market volatility and unpredictable events.
- Offshore Business: Expected to contribute significantly to profitability as the market recovers.
- Container Market: Evaluation ongoing with no immediate plans to enter this segment.
- Fleet Expansion: Open to opportunities but cautious, acknowledging short-term challenges for long-term gains.
- Spot vs. Time Charter: Decisions based on market conditions and rate attractiveness.
Concerns (if any):
- Rig tender cancellation in India raises questions about future utilization.
- High order book for product tankers with tail-ended deliveries.
Other Important Points:
- Commitment to replacing older ships with caution about premium for newer vessels.
- Operational leverage maintained with commitment to maximizing shareholder returns.
- Acknowledgment of shipping business volatility.
❤1
Wealthcreatures.com pinned «Everyone has Query what to buy ? Companies that posted good Results QoQ & YoY Where management gave strong earnings call for future And after good results stock goes down due to sentiments Should be bought on DIPS Such companies best bet during correction.»
Wealthcreatures.com
HG infra Fresh ATH 1869 Aft that stock dipped till 1771 Now around 1790 zone Just check rates Aft Q4 Numbers & After 6-12-18 months
HG infra
At Day Low @ 1550
Strong support @ 1450
Next week Q1 Numbers
Expecting Good Q1 numbers
At Day Low @ 1550
Strong support @ 1450
Next week Q1 Numbers
Expecting Good Q1 numbers
Wealthcreatures.com
https://www.bseindia.com/xml-data/corpfiling/AttachLive/3cd3ccbf-51cf-47cb-9d61-d176150bca6a.pdf
Deepak Fertlizer
Concall Recording
Day low - 922.50
Support @ 890/850
Should do well in coming Qtrs
Concall Recording
Day low - 922.50
Support @ 890/850
Should do well in coming Qtrs
👍1
Wealthcreatures.com
HG infra At Day Low @ 1550 Strong support @ 1450 Next week Q1 Numbers Expecting Good Q1 numbers
Expecting
1650- 1700-1800-1900-2000
Longterm - 3000+
1650- 1700-1800-1900-2000
Longterm - 3000+
Wealthcreatures.com
Today Listing Ipo listing Protean EGov Technologies NSDL SUBSIDIARY Cmp - 810 Days Low - 775 Days High - 823 One shld add for pure Delivery Should be atlest 2x candidate in next 8 to 12 Qtrs S/L - 759 on cbsl or As per Risk
PROTEAN EGOV
Last Year in Nov’23 -810
CMP - 1925
Recent ATH - 1987
Already Gave 140%➕in just 10 months
Revised Test levels - 3x/4x
We believe in investing in Quality Stocks with good valuation and future Growth
Last Year in Nov’23 -810
CMP - 1925
Recent ATH - 1987
Already Gave 140%➕in just 10 months
Revised Test levels - 3x/4x
We believe in investing in Quality Stocks with good valuation and future Growth
Wealthcreatures.com
Bansal Wire IPO coming at 41 PE multiples . Geekay Wires is consolidating at 12-13 PE multiples. ( 90 - 95)
Geekay wires
Days Low - 96
Support@89
One stock which has not participated in Rally
Debt is little high but company is working on that front
FY25 Q1 numbers today
If things go well this can give good Returns
Days Low - 96
Support@89
One stock which has not participated in Rally
Debt is little high but company is working on that front
FY25 Q1 numbers today
If things go well this can give good Returns
Wealthcreatures.com
Deepak Fertlizer Days low - 921 Opportunity Jisko number samja wld buy Jisko nahi samja wld panic
Deepak Fertlizer
Days High - 978
Now @ 960
Waiting to cross & close above 1010-1020 zone
Days High - 978
Now @ 960
Waiting to cross & close above 1010-1020 zone
Wealthcreatures.com
Acquires Aquapharm chemicals Cost of acquisition @ 3800cr Positives Has better OPM vs PCBL 20%+ consistently Solid topline growth for last 3 years Provides good diversification to PCBL Negatives Debt funded Acquisition along with internal accruals…
PCBL
9% Blast 💥
379
FRESH ATH
200 To 379 Done Till now ✔️
Book 50% and trail 50% Qty for 500+
9% Blast 💥
379
FRESH ATH
200 To 379 Done Till now ✔️
Book 50% and trail 50% Qty for 500+