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
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
❤1
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.
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
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
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
Wealthcreatures.com
Nifty at Days Low @ 24842
Nifty Today Low @ 24754
Seems we are Ready for bounce in nifty & individual stocks also
Seems we are Ready for bounce in nifty & individual stocks also
Wealthcreatures.com
Emami Realty Available at days Low @ 111.25 Close to 1st support of 107 We see as opportunity
Emami Realty
Days Low @ 103
Opportunity
Days Low @ 103
Opportunity
Wealthcreatures.com
GEEKAY WIRES 116 Available at days low Its Opportunity
Geekay wires
Available at Days Low @ 110-111
It’s more opportunity if have 3-6-9 months patience
Available at Days Low @ 110-111
It’s more opportunity if have 3-6-9 months patience
Wealthcreatures.com
Sportking Looking good @ 900 On radar for 10% ~20%~30% ~50% & 💯 % ➕ move But slow & steadily
Sportking
Fresh ATH 💚
1566 💥
Next - 1650/1800/2121/2250/2500+
Fresh ATH 💚
1566 💥
Next - 1650/1800/2121/2250/2500+
Wealthcreatures.com
E2E Paisa Double 1927 Book 50% profits and Keep free shares for Next Test levels of - 3x/4x/5x
E2E
Paisa Almost TRIPLE
That too in just 5 months
949 To 2878💥
💚
Paisa Almost TRIPLE
That too in just 5 months
949 To 2878💥
💚
Wealthcreatures.com
On Radar again ADSL cmp - 212.85 Support @ 197/181 POCL CMP -1475 Support@1400/1315 Looking good for 10%~20%~30%~40% + Upmove in coming few months/Qtrs
ADSL
Lucky investments is Ashish Kacholia firm
Lucky investments is Ashish Kacholia firm
Wealthcreatures.com
Deepak Fertlizer Last week lows @ 1034 Consolidating bwt - 1030 - 1090 zone Watch out for close above 1101 & 1130 possible 🔜 for next round of Rally
Deepak Fertlizer
Recent ATH @ 1124
Today Low @ 1006
Consolidating bwt - 1000-1080 from last few days
Expecting Good Q2 numbers
Biggest Capex 2024 To 2026
Recent ATH @ 1124
Today Low @ 1006
Consolidating bwt - 1000-1080 from last few days
Expecting Good Q2 numbers
Biggest Capex 2024 To 2026
Wealthcreatures.com
Kellton Tech Aft Hitting 184 Today Low @ 155 Now @ 160 Support @ 140-128 zone
Kellton Tech
Retested support zone today @ 142
Days Low @142.55
Getting Ready for Upmove after Retracement
Retested support zone today @ 142
Days Low @142.55
Getting Ready for Upmove after Retracement
Wealthcreatures.com
Fiem 1244 To 1564 Done Next looks good for 1650/1800/2040+
FIEM INDS
Fresh ATH
1709
Fresh ATH
1709
Wealthcreatures.com
Stylam Industries Ltd. Give at 1190, Made lows of around 1100 and now Trading around 1570 zone 10Yrs Sales CAGR : 21% 10Yrs PAT CAGR : 38% Co is engaged in the manufacturing of decorative laminates under the brand name “STYLAM” & exports its products…
STYLAM INDS
FRESH ATH
2264
1100 To 2264 Done ✔️ Till Now
Book 50% & Keep free shares for next test zone of 2500/3000/3600+
Slow & steadily
FRESH ATH
2264
1100 To 2264 Done ✔️ Till Now
Book 50% & Keep free shares for next test zone of 2500/3000/3600+
Slow & steadily
JUST AN OBSERVATION
Those investor who Calmly Passes away next 2 to 3 months
SEPT ,OCT & NOVEMBER
Has win max of the Battle of volatility & Dragdown
Concentrate on Individual Stocks which are showing Good strength & Not going Down with market volatility
Those investor who Calmly Passes away next 2 to 3 months
SEPT ,OCT & NOVEMBER
Has win max of the Battle of volatility & Dragdown
Concentrate on Individual Stocks which are showing Good strength & Not going Down with market volatility
👍2