GEEKAY WIRES

116

Available at days low

Its Opportunity

Inox wind

💪 💪

Seems accmulation going on from past 4 to 5 days

Getting charged for next leg of Rally

Keep on radar

Shld do extreme well in coming 2 to 4 Qtrs management commentary is very strong

NIFTY

ATH - 25333
Currently Trading @24990
Days Low@24969

Expecting to Retest 1st support zone @ 24850 zone & expecting to bounce from that zone

Let’s C

PREMIER ENERGIES

FRESH ATH

1188 💥

Stocks that are in Green or are showing strength in today’s down mkt are the next Runner up

Keep your watchlist ready & stay invested with them

Remember :

Those who Dare To Buy In Red 🔴 will Enjoy in Green 🟢

Stock market is Game of Only 4 Things 🔴 and 🟢

Quality and Position Size.


Those Who where ready to buy there favourite stocks @ 25300

Now many stocks available @ 10%/20% to 25% from recent highs

Nifty at Days Low
@
24842

Shriram Piston

Fresh ATH

2284

Now @2224

From our stock picks

Stock in Green


E2E
Shriram Piston
Sportking
Inox wind
SAT Inds
Fiem
POCL
SUYOG Tele
Timesscan
RATNAVEER



Marginally Down

Aurionpro
Olectra GREENTECH
Dolat Algo
EKC
Hawkins
Apollo micro
Precam
Surya Roshni

Might have missed a few

All those stocks that are showing strength today shld be kept on Radar & can expect Good Q2 also

Speech of ModiJi in Singapore; key points to note ;
1. 100 new airports to be built in next five years
2. ⁠Domestic airlines, new companies must come and start in aviation sector
3. ⁠Energy sector - global warming is accepted as challenge and solution is to create target is 500 giga watts power generation by 2030 via solar, green hydrogen, new nuclear ☢️ power plants, wind, thermal - new jobs will be created for above
4. ⁠Biofuels also in target where Bharat wants to lead
5. ⁠Old vehicles scrapping policy - needs new biz houses to come and do this as Modiji wants to scrap all old government vehicles
6. ⁠all old ambulances will be scrapped and to be replaced with EV - Hybrid
7. ⁠Reforms, performs and transforms is the key for next ten years by Modiji
8. ⁠Global talent pool will be provided by Bharat
9. ⁠FINTECH is new opportunity; example; UPI is the key success as Bharat does 50% of the world transactions via UPI. Come and invest in Bharat in FINTECH
10. ⁠Startups are in thousands now in Bharat - pls come and invest in our startups
11. ⁠Semiconductors - total 5 companies have already started work on chipsets. Software is as it’s done by Indians for all chip makers. Now needs to do the manufacturing of chips by Bharat
12. ⁠Transparency in corporate governance is key by Bharat hence come and invest in Bharat.
13. ⁠New 100 cities will have metro rails and infrastructure
14. ⁠Space is also well covered by Bharat and we have opened up space where we more than 200 startups in space in Bharat
15. ⁠Bharat + Singapore is moving into new space with strong relationships both countries have with each other.
16. ⁠Bharat is ready to accommodate new policy in case biz houses come with new biz opportunities. There is no “ no “ for any new policies to be made to accommodate investment in Bharat.

India Water Infrastructure Mega Theme

Few small cap stocks

(1) VA Tech Wabag Ltd -

Co offers solutions for drinking water treatment, industrial water & wastewater treatment, desalination of sea & brackish water, sludge treatment, recycling, etc.

Order book - As of FY24, the company's order book stands at Rs. ~11,400 Cr (56% EPC and 44% O&M), growing from Rs. ~10,100 Cr in FY22. 89% of orders come from municipal projects, and the remaining 11% are from industrial projects.

(2) Ion Exchange (India) Ltd -

Co is engaged in a wide range of solutions across the water cycle from pre-treatment to process water treatment, waste water treatment, recycle, zero liquid discharge, sewage treatment, packaged drinking water, sea water desalination etc.

It is a pioneer in water and wastewater treatment and environmental solutions, serving various industries, institutions, homes, and communities.

Order book -
As of Q1 FY25, the company has a total order of Rs. ~3,400 Cr. Engineering projects constitute ~70% (Rs. ~2,400 Cr) of the total order book. It has an order book pipeline of Rs. ~8,200 Cr

(3) EMS Ltd -

Co is a multi-disciplinary EPC company, headquartered in Delhi that specializes in providing turnkey services in water and wastewater collection, treatment and disposal.

Order book -
As of March 24, 2023, EMS is operating and maintaining 13 projects including WWSPs, WSSPs, STPs & HAM aggregating Rs. 1389 Crs & 5 O&M projects aggregating Rs. 99 Crs i.e. unbilled amount as of February 28, 2023, spread across five states.

(4) Vishnu Prakash R Punglia Ltd -

Co. is engaged in the business of designing and constructing infrastructure projects for the Central and State Governments, autonomous bodies, and private bodies across 9 States and 1 Union territory in India

(5) Jash Engineering Ltd -
Co. is manufacturing a wide range of equipment for Water Intake Systems, Water and Waste Water Pumping Stations and Treatment Plants, Storm Water Pumping Stations, Water Transmission Lines, Power, Steel, Cement, Paper & Pulp, Petrochemicals, Chemical, Fertilizers, and other process plants.

As of April,24, the total consolidated order book position of the co. is Rs. 816 Cr

Order Book Break-Up:
India: 32%
USA: ~45%
RoW: ~23%
In addition, the order booking of Waterfront – UK, (co. owns 80% stake), is Rs. 24 Cr

TEXTILE Sector
across value chain

Keep all our Reco textile stocks on Radar for next 3/6/9/12/18/24 months

Sector in Radar which offers value

🔸Textile Export FY30 Targets ~ $100 Billion

🔸Upcoming free trade agreements with the UK and Europe remains a key trigger

🔸"China-plus-one" & De risking from Bangladesh offers a huge opportunity

🔸Major retailers like Walmart, Target expect improved global demand

🔸Stable input prices will drive margin expansion

🔸Indian textile exports declined by 17.7% in FY23 and 2.5% in FY24

🔸Centre plans to bring T-shirts, innerwear under the PLI scheme for textiles, of nearly ₹11,000 Cr
(Previously, it was only for technical textiles)

🔸Indian textile exporters poised for growth in FY25

Nifty Today Low @ 24754

Seems we are Ready for bounce in nifty & individual stocks also

Emami Realty

Days Low @ 103

Opportunity

Geekay wires

Available at Days Low @ 110-111

It’s more opportunity if have 3-6-9 months patience

Sportking

Fresh ATH 💚

1566 💥

Next - 1650/1800/2121/2250/2500+

Keep all this stocks on

R
A
D
A
R

E2E

FRESH ATH

2878

ADSL

Lucky investments is Ashish Kacholia firm