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
On Radar
Dolat Algotech
CMP - 154.75
Market cap - 2721cr
52wk High/Low -169/44
P/E - 12.6
D/E - 0.1
Resonable valuation
Support @ 135/118
Dolat Algotech
CMP - 154.75
Market cap - 2721cr
52wk High/Low -169/44
P/E - 12.6
D/E - 0.1
Resonable valuation
Support @ 135/118
Wealthcreatures.com
On Radar Dolat Algotech CMP - 154.75 Market cap - 2721cr 52wk High/Low -169/44 P/E - 12.6 D/E - 0.1 Resonable valuation Support @ 135/118
Dolat Aglotech
Days Low - 150.50
Opportunity
Looking good for 10%~20%~30%~50% ++ Upmove
Days Low - 150.50
Opportunity
Looking good for 10%~20%~30%~50% ++ Upmove
Wealthcreatures.com
Textile stock on Radar On Radar Sarla poly CMP - 98 Support @ 93/82 We can see good Q1 Numbers Can see 10%~20%~30% ~40% plus Upmove in next 2 to 3 Qtrs S/L - 79 on cbsl or as per Risk
Sarla poly
Days Low - 100.80
Showing good support whenever comes near 100 zone
Watch out for close above 114/121 zone for Strong Upmove
Days Low - 100.80
Showing good support whenever comes near 100 zone
Watch out for close above 114/121 zone for Strong Upmove
Wealthcreatures.com
INOX WIND Blockbuster Numbers 🔥 Revenue 638crs Vs 348crs PAT 50crs Vs -68crs Rerating Candidate
Business-Standard
Brokerages raise target for Inox Wind, expect strong execution: stock up 9%
Shares of Inox Wind surged up to 9 per cent at Rs 189.90 per share on the BSE in Monday's intraday trade
Wealthcreatures.com
BASILICFLY STUDIO 💥 20% UC 532 Fresh AtTH 303 To 532 Done ✔️ till now Expecting to cross 4 Digit in coming Months
Basilic Fly Studio
Poised for Growth Amid Disney's $5 Billion European Production Investment
Basilic Fly Studio (BFS) is strategically positioned to capitalize on Disney's newly announced $5 billion investment in U.K. and European productions over the next five years. *With BFS's recent acquisition of a stake in the esteemed One of Us Limited—a VFX studio with operations in London and Paris—BFS has significantly bolstered its presence in the European market.* This move enhances BFS's capabilities, operational efficiencies, and market competitiveness, aligning it with a studio recognized for its creative excellence and innovation, including BAFTA and Emmy accolades.
Disney's substantial investment, which builds on a previous $3.5 billion commitment, is set to drive major productions, including high-profile films like "Snow White," "The Fantastic Four: First Steps," and a new Star Wars installment. Significant portions of this investment will be channeled into Pinewood Studios and the expansion of Disney+ with local European content, such as the adaptation of Jilly Cooper’s "Rivals" in the U.K. and "The Lions of Sicily" in Italy.
*As Disney intensifies its focus on the U.K. and European markets, BFS’s enhanced capabilities and strategic expansion make it a prime candidate for future collaborations on these major projects.* EMEA President Jan Koeppen emphasized the strategic importance of the region, citing favorable tax benefits and robust infrastructure, further setting the stage for BFS to thrive in this dynamic environment.
*For reference, click the link below for full article:*
https://www.tvbeurope.com/production-post/disney-to-spend-5-billion-making-tv-and-films-in-europe-over-next-five-years
Poised for Growth Amid Disney's $5 Billion European Production Investment
Basilic Fly Studio (BFS) is strategically positioned to capitalize on Disney's newly announced $5 billion investment in U.K. and European productions over the next five years. *With BFS's recent acquisition of a stake in the esteemed One of Us Limited—a VFX studio with operations in London and Paris—BFS has significantly bolstered its presence in the European market.* This move enhances BFS's capabilities, operational efficiencies, and market competitiveness, aligning it with a studio recognized for its creative excellence and innovation, including BAFTA and Emmy accolades.
Disney's substantial investment, which builds on a previous $3.5 billion commitment, is set to drive major productions, including high-profile films like "Snow White," "The Fantastic Four: First Steps," and a new Star Wars installment. Significant portions of this investment will be channeled into Pinewood Studios and the expansion of Disney+ with local European content, such as the adaptation of Jilly Cooper’s "Rivals" in the U.K. and "The Lions of Sicily" in Italy.
*As Disney intensifies its focus on the U.K. and European markets, BFS’s enhanced capabilities and strategic expansion make it a prime candidate for future collaborations on these major projects.* EMEA President Jan Koeppen emphasized the strategic importance of the region, citing favorable tax benefits and robust infrastructure, further setting the stage for BFS to thrive in this dynamic environment.
*For reference, click the link below for full article:*
https://www.tvbeurope.com/production-post/disney-to-spend-5-billion-making-tv-and-films-in-europe-over-next-five-years
TVBEurope
Disney ‘to spend $5 billion making TV and films in UK and Europe over next five years’
Disney EMEA president Jan Koeppen said he views the UK and Europe as "an important driver" of production for the company
Wealthcreatures.com
CARGOTRANS MARITIME 20% UC 79 TIMESCAN LOGISTIC 5% UC 67.95
CARGOTRANS MARITIME
ANOTHER 15% Up
Days High - 94
Now around - 89-90
TIMESCAN
5% UC
71.30
ANOTHER 15% Up
Days High - 94
Now around - 89-90
TIMESCAN
5% UC
71.30
Wealthcreatures.com
INOX WIND Blockbuster Numbers 🔥 Revenue 638crs Vs 348crs PAT 50crs Vs -68crs Rerating Candidate
Inox wind
20% UC Today
154 To 209 in few days
1st gave @ 250 before bonus—- So 62 T0 209 after bonus
Management is optimistic about the future outlook of Inox Wind Limited, expecting an upside to the FY25 execution guidance and improved margins.
The company remains on track to achieve its target of 800 MW of project execution in FY25. In July 2024, promoters infused Rs.900 crores into the company, and the merger with Inox Wind Energy Limited is ongoing.
The company is also evaluating value unlocking opportunities through its EPC arm and emphasizes a prudent capital allocation policy.
However, concerns were raised about 110 MW of projects awaiting commissioning due to grid connectivity approval delays. Management refrained from providing specific guidance on the order pipeline or potential upside to FY25 guidance.
20% UC Today
154 To 209 in few days
1st gave @ 250 before bonus—- So 62 T0 209 after bonus
Management is optimistic about the future outlook of Inox Wind Limited, expecting an upside to the FY25 execution guidance and improved margins.
The company remains on track to achieve its target of 800 MW of project execution in FY25. In July 2024, promoters infused Rs.900 crores into the company, and the merger with Inox Wind Energy Limited is ongoing.
The company is also evaluating value unlocking opportunities through its EPC arm and emphasizes a prudent capital allocation policy.
However, concerns were raised about 110 MW of projects awaiting commissioning due to grid connectivity approval delays. Management refrained from providing specific guidance on the order pipeline or potential upside to FY25 guidance.
Inox Wind Limited (IWL) has secured a 51 MW order from Everrenew Energy Private Ltd for its 3 MW class WTGs, with the project to be executed in Tamil Nadu.
The order includes equipment supply and post-commissioning operations & maintenance services. This partnership aims to drive the adoption of renewable energy in the C&I segment.
The order includes equipment supply and post-commissioning operations & maintenance services. This partnership aims to drive the adoption of renewable energy in the C&I segment.
Wealthcreatures.com pinned «https://www.bseindia.com/xml-data/corpfiling/AttachLive/a87d54a1-1113-447e-b79a-6f0cca57354d.pdf Saraswati commercial Good numbers»
On Radar
KRYSTAL INTEGRATED
CMP - 750
Support at cmp
IPO came in March’24 @ 715
Looking good for 10%~20% ~ 30% ~50% + Upmove
KRYSTAL INTEGRATED
CMP - 750
Support at cmp
IPO came in March’24 @ 715
Looking good for 10%~20% ~ 30% ~50% + Upmove
👍1
On Radar
Suyog Telecom
CMP - 1495
Support @ 1350/1200
Concall Highlights
Doubling of tower by this financial Year End
Top line fy 26 - 300-320 cr
Current top line 167 cr
Can expect 100% + Upmove in next 2 to 3 years
Suyog Telecom
CMP - 1495
Support @ 1350/1200
Concall Highlights
Doubling of tower by this financial Year End
Top line fy 26 - 300-320 cr
Current top line 167 cr
Can expect 100% + Upmove in next 2 to 3 years
Wealthcreatures.com
GOLDIAM was slowest in pack 5% 💚 196 But seems iska time aah Gaya hai Watch out for close above 200-202 zone
GOLDIAM
165 To 236
Done ✔️ till now
Expecting 300/333/444/500+
165 To 236
Done ✔️ till now
Expecting 300/333/444/500+