Wealthcreatures.com
HFCL At Days Low - 112.25 Opportunity
HFCL
139
Gave many opportunities
139
Gave many opportunities
Wealthcreatures.com
https://www.bseindia.com/xml-data/corpfiling/AttachLive/d85d2164-c831-40fe-a95e-804150f3525d.pdf
Deepak Fertlizer
FY25 Q1 Earning Concall
FY25 Q1 Earning Concall
Wealthcreatures.com
Ratnaveer @110 Basilicfly @303 Systango@269 Lactose @139 Anuh PHARMA @205 Rox Hi Tech @101 EKC @116 Asian Tiles @51 Stocks for medium term Today Low Available at very good levels ADSL @127 IRCTC @863 IREDA @121-122 SW Solar @@400-425 Ibul Real estate @98…
GOLDIAM was slowest in pack
5% 💚
196
But seems iska time aah Gaya hai
Watch out for close above 200-202 zone
5% 💚
196
But seems iska time aah Gaya hai
Watch out for close above 200-202 zone
TWO STOCKS ON RADAR
1️⃣ Cargotrans Maritime Ltd
CMP - 65.90
Market cap - 26.9cr
52wk High/Low -96/51
2️⃣ Timescan Logistics
CMP - 64.75
Market cap - 45cr
52wk High/Low - 203/57
Both are proxy to Port sector
Govt is investing huge in port sector as it would be backbone of export in coming few years
If things go well this can be huge in next 3 to 5 years
Keep time horizon of attest 3 to 5 years to reap maximum benefits
Study before taking any call
Disc - All views expressed are only for educational and study purpose.consult your financial advisor before investing or taking any position based on above article
1️⃣ Cargotrans Maritime Ltd
CMP - 65.90
Market cap - 26.9cr
52wk High/Low -96/51
2️⃣ Timescan Logistics
CMP - 64.75
Market cap - 45cr
52wk High/Low - 203/57
Both are proxy to Port sector
Govt is investing huge in port sector as it would be backbone of export in coming few years
If things go well this can be huge in next 3 to 5 years
Keep time horizon of attest 3 to 5 years to reap maximum benefits
Study before taking any call
Disc - All views expressed are only for educational and study purpose.consult your financial advisor before investing or taking any position based on above article
Wealthcreatures.com
TWO STOCKS ON RADAR 1️⃣ Cargotrans Maritime Ltd CMP - 65.90 Market cap - 26.9cr 52wk High/Low -96/51 2️⃣ Timescan Logistics CMP - 64.75 Market cap - 45cr 52wk High/Low - 203/57 Both are proxy to Port sector Govt is investing huge in port sector…
CARGOTRANS MARITIME
20% UC
79
TIMESCAN LOGISTIC
5% UC
67.95
20% UC
79
TIMESCAN LOGISTIC
5% UC
67.95
Wealthcreatures.com
Ratnaveer @110 Basilicfly @303 Systango@269 Lactose @139 Anuh PHARMA @205 Rox Hi Tech @101 EKC @116 Asian Tiles @51 Stocks for medium term Today Low Available at very good levels ADSL @127 IRCTC @863 IREDA @121-122 SW Solar @@400-425 Ibul Real estate @98…
Surya Roshni
Good numbers
Surya Roshni Limited
Q1 FY25 results, reporting a 36% YoY increase in EBITDA to ₹159 crore. The steel pipe and strips segment saw a 38% YoY rise in EBITDA per ton to ₹6,065, while the fan business recorded a 43% volume growth. The company remains debt-free with a cash surplus of ₹156 crore.
Good numbers
Surya Roshni Limited
Q1 FY25 results, reporting a 36% YoY increase in EBITDA to ₹159 crore. The steel pipe and strips segment saw a 38% YoY rise in EBITDA per ton to ₹6,065, while the fan business recorded a 43% volume growth. The company remains debt-free with a cash surplus of ₹156 crore.
The day you Understand this psychology you would be Happy & start making 💴 MONEY💰
The main problem starts with over expectations
If we have 10 stocks in portfolio then we want all to be always up and profitable
Even Big investor Have many loss making stocks
You can’t be 100% right everytime , no matter how grea stock-picker you are.
Overall portfolio Returns are Important
Treat Stock mkt as Your Bussiness - Which Bussiness Gives 2x/3x/5x/10x returns that too with 12.5% Tax & No other complications
Just need to Study stock before investing & Holding with conviction in journey with all ups & Down
The main problem starts with over expectations
If we have 10 stocks in portfolio then we want all to be always up and profitable
Even Big investor Have many loss making stocks
You can’t be 100% right everytime , no matter how grea stock-picker you are.
Overall portfolio Returns are Important
Treat Stock mkt as Your Bussiness - Which Bussiness Gives 2x/3x/5x/10x returns that too with 12.5% Tax & No other complications
Just need to Study stock before investing & Holding with conviction in journey with all ups & Down
Wealthcreatures.com
Inox wind 250 to 708 1:3 bonus Now @ 154 Support@140
INOX WIND
Blockbuster Numbers 🔥
Revenue 638crs Vs 348crs
PAT 50crs Vs -68crs
Rerating Candidate
Blockbuster Numbers 🔥
Revenue 638crs Vs 348crs
PAT 50crs Vs -68crs
Rerating Candidate
check on current equity market valuations
P/E~ 24X (close to median which might be skewed due to high optical multiples during Covid)
P/B~ 3.9X (at ATH although ROE's are also pretty high)
Dividend yield~ 1.15%
Mcap/GDP~ 139% (ATH)
P/E~ 24X (close to median which might be skewed due to high optical multiples during Covid)
P/B~ 3.9X (at ATH although ROE's are also pretty high)
Dividend yield~ 1.15%
Mcap/GDP~ 139% (ATH)
Wealthcreatures.com pinned «JUST an OBSERVATION There are two approaches in markets NOW One the Bull 🐂 & Second the Bear 🐻 Bull would go Further High Bears would hit mkts with even 2-3-5% -10% Downside on index or even more Our Upside fair markets were bwt - 25000 To 25500…»
Sunday Gyan
sector/themes will do well in coming 1/2/3/5 years
Telecom Ancillary
Water
Fintech
EPR
Infra
AI/Robotics
Kavach in Railways
Data Center
Try To study sectors and Try to find best stock where orderbook wld grow and Margins and PAT wld Grow
Wld try to find few companies in each each sector
sector/themes will do well in coming 1/2/3/5 years
Telecom Ancillary
Water
Fintech
EPR
Infra
AI/Robotics
Kavach in Railways
Data Center
Try To study sectors and Try to find best stock where orderbook wld grow and Margins and PAT wld Grow
Wld try to find few companies in each each sector
On Radar
SKY GOLD
CMP - 2235
52wk High/Low -2243/247
Support@2055/1800
Market Cap : 2,959 Cr
Current P/E : 58.5
Forward P/E : 36
Sales Growth : 72%
3 yrs sales growth : 30%
Profit Growth : 113%
3 yrs profit growth : 136%
ROE : 23%
ROCE : 19%
PEG Ratio : 0.86
Sky Gold ~ Vision 2027 ⏫
Revenues ~ Rs. 6,300 Crs by FY27
PAT Margin ~3%
ROCE > 25%
Stock can give 100%~200%~300% in next 18-30-36-48 months
Disc - All views expressed are personal & only for educational and study purpose.consult your financial advisor before investing of taking any position based on above article
SKY GOLD
CMP - 2235
52wk High/Low -2243/247
Support@2055/1800
Market Cap : 2,959 Cr
Current P/E : 58.5
Forward P/E : 36
Sales Growth : 72%
3 yrs sales growth : 30%
Profit Growth : 113%
3 yrs profit growth : 136%
ROE : 23%
ROCE : 19%
PEG Ratio : 0.86
Sky Gold ~ Vision 2027 ⏫
Revenues ~ Rs. 6,300 Crs by FY27
PAT Margin ~3%
ROCE > 25%
Stock can give 100%~200%~300% in next 18-30-36-48 months
Disc - All views expressed are personal & only for educational and study purpose.consult your financial advisor before investing of taking any position based on above article
👍1
Just an observation
Hindenberg Vs SEBI
🔶People are thinking that market will collapse or crash because of hindenburg report against sebi chief.
🔶There can be some correction as it’s part of market journey
Short term mkt runs on sentiments and when eventually things get clear it gets back to normal
🔶Same thing had happened in Feb 2023 when Hindenberg came on Adani report but gradually stocks recovered & even moved much higher
🔶SIP inflow are highest & Household savings driving Indian market which won’t stop very easily
🔶Currently Repo rates are high and inflows are at highest levels
Once rate cut starts liquidity can be even much higher
Hindenberg Vs SEBI
🔶People are thinking that market will collapse or crash because of hindenburg report against sebi chief.
🔶There can be some correction as it’s part of market journey
Short term mkt runs on sentiments and when eventually things get clear it gets back to normal
🔶Same thing had happened in Feb 2023 when Hindenberg came on Adani report but gradually stocks recovered & even moved much higher
🔶SIP inflow are highest & Household savings driving Indian market which won’t stop very easily
🔶Currently Repo rates are high and inflows are at highest levels
Once rate cut starts liquidity can be even much higher