Wealthcreatures.com
https://www.icicidirect.com/mailimages/IDirect_IREDA_Q2FY25.pdf
Icici Direct
Report
IREDA Target 🎯- 280
Report
IREDA Target 🎯- 280
Wealthcreatures.com
India's largest IPO's LISTING gains/losses: DLF: 36% LIC: -7.75% GIC: -4.56% Zomato: 66% Paytm: -27.25% Cairn India: -12% SBI cards: -9.51% Coal India: 39.73% ICICI Pru life: -1.5% Reliance Power: -17.22% New India Assurance: -6% Hyundai Motor: __ ??
JUST AN OBSERVATION
BIG IPO HAVE NOT GIVEN BIG RETURNS ON LISTING DAY
BIG IPO HAVE NOT GIVEN BIG RETURNS ON LISTING DAY
Why We Focus on Growth ?
Why we focus on Companies giving Growth Guidance & Doing capex which wld Result in Profits going up
Suppose you have a business in which you are making profit 10 lakh each year
This profit is same since 5 year then how will you expand your business and
Increase salary of your employees.
If profit don’t grow, your business value will depreciate in future without earning growth.
There are many companies whose profits are same from last few Years
Such companies needs to avoid if they don’t have any plans to expand business or do CAPEX.
Why we focus on Companies giving Growth Guidance & Doing capex which wld Result in Profits going up
Suppose you have a business in which you are making profit 10 lakh each year
This profit is same since 5 year then how will you expand your business and
Increase salary of your employees.
If profit don’t grow, your business value will depreciate in future without earning growth.
There are many companies whose profits are same from last few Years
Such companies needs to avoid if they don’t have any plans to expand business or do CAPEX.
Wealthcreatures.com
Promising stocks where Bussiness is strong & where Fii have increased stake Can see Good Growth in next 18 to 30 months Would be watching Q4 closely Good to add at cmp & on dips 10% -20% -25% in SIP GMM PFAUDLR CMP - 1224 52wk High - 1897 Supreme…
ANGEL ONE
14% 💥
3128
Good Numbers
14% 💥
3128
Good Numbers
Wealthcreatures.com
INOX WIND 4x Done ✔️ Till Now in less than a Year 62 To 249 💚 Q1 numbers were blockbuster Expecting Q2 also BLOCKBUSTER
Inox wind
On Radar Again
Days Low @214.50
Now @ 223
7th Oct Lows @ 206
Once closed above 230 expecting Fresh ATH 🔜 OR Aft Q2 Numbers
On Radar Again
Days Low @214.50
Now @ 223
7th Oct Lows @ 206
Once closed above 230 expecting Fresh ATH 🔜 OR Aft Q2 Numbers
❤1👍1
Wealthcreatures.com
FEW SMALLCAPS STOCKS ON RADAR As per our study Stocks that can be 2x/3x/5x & even 10x in next 2-3-4-5-6 years Based on Earning Growth Need to track New Development & Management commentary every Qtr Closely Holding with Patience is also Key 🔑 GEEKAY…
Keep all on Radar to add on dips
Check market cap & Rates after 1-2-3 Years
After EPACK
Vishnu Prakash R Pungli
VPRPL
🔜 Getting Ready for Upmove
Slowly all wld move everything needs 🕰️
Check market cap & Rates after 1-2-3 Years
After EPACK
Vishnu Prakash R Pungli
VPRPL
🔜 Getting Ready for Upmove
Slowly all wld move everything needs 🕰️
Wealthcreatures.com
On Radar 1 SME Company Do study CELLECOR GADGETS CMP - 54.60 Support @ 47/40 Market cap -1140cr IPO came @ 92 https://cellecor.com Should do well in coming few years
Cellecor Gadgets
Soon 🔜 shld cross its ipo price
Soon 🔜 shld cross its ipo price
🔥4
Wealthcreatures.com
Bombay Deying Closing at Days High 239 Can we see Tomm Crossing 245
Bombay Deying
Waiting
To cross 245
Keep 👀
Waiting
To cross 245
Keep 👀
❤2👍1
Wealthcreatures.com
Keep all on Radar to add on dips Check market cap & Rates after 1-2-3 Years After EPACK Vishnu Prakash R Pungli VPRPL 🔜 Getting Ready for Upmove Slowly all wld move everything needs 🕰️
VPRPL
Fresh ATH - 306
Days Low @ 277
Closed @ 6% 💚@299
Expecting Good Q2 Numbers
Fresh ATH - 306
Days Low @ 277
Closed @ 6% 💚@299
Expecting Good Q2 Numbers
👍1
Wealthcreatures.com
🪔 DIWALI PICK 🪔 2 GOLD STOCKS FOR EVERY PORTFOLIO PN GADGIL SKY GOLD
🪔 Diwali pick 🪔
ANGEL ONE
KELLTON TECH
EKC
Bombay Deying
KRONOX LAB SCIENCE LTD
IREDA
NUPUR RECYCLES
MAPMY INDIA
SAT INDS
RBZ JEWELLERS
Try to accmulate on dips near support
Wld try to update levels
Few picks already update before
ANGEL ONE
KELLTON TECH
EKC
Bombay Deying
KRONOX LAB SCIENCE LTD
IREDA
NUPUR RECYCLES
MAPMY INDIA
SAT INDS
RBZ JEWELLERS
Try to accmulate on dips near support
Wld try to update levels
Few picks already update before
❤11👍1
Wealthcreatures.com
7th Oct Lows @24695 7th Oct Close @24795 Nifty Today’s Low @ 24806 Kuch Samja?
Nifty Trying to form Double bottom
Of this lows are intact markets are bound to cross
Nifty Range - 24800-25250
Wld break either side for fresh move
Our Concentration would be on Individual stocks picks
Of this lows are intact markets are bound to cross
Nifty Range - 24800-25250
Wld break either side for fresh move
Our Concentration would be on Individual stocks picks
❤1
Wealthcreatures.com
Must apply IPO Not to miss for listing gains and also for Longterm
Waree Energies
Management Interview Highlights
Company is preparing for a Rs 4,300 cr IPO which is opening for subscription from 21-Oct-24 to 23- Oct-24 where Rs 2,750 cr from the IPO will be allocated to establish manufacturing facilities in Odisha.
Company saw a solid revenue growth of approximately 68% in FY24 but Q1 revenue growth moderated to 2.5%. This was attributed to a focus on margin expansion despite lower revenue growth.
Management said that despite the lower revenue growth in Q1, the company managed to keep its production costs rising by less than 1%, which contributed to maintaining margins around 18%.
Company will continue to focus on margin expansion going forward which will come through coming up of own US expansion and good mix of exports and domestics.
Exports margins are higher by 300-350 bps against domestic margins.
Current cost of production per unit is around $0.14-0.15/watt, with market selling prices between $0.19-0.20/watt. Company has managed to reduce production costs from $0.18-$0.19 last year due to improved technology and sourcing efficiencies along with improvement in input costs.
Expects the solar cell capacity of 2.5-2.6 GW in Gujarat will come on stream in Q4FY25 where the size is of Rs 2500-2600 cr which is funded already.
Company is looking for additional capex of Rs 9500 cr where Rs 500 cr is for US operations and Rs 9000 cr is for Orissa copied from companyupdate telegram channel operations for an integrated facility of 6 GW for module cells and wafers.
Expects the US facility of 1.6 GW of Phase-1 will come on stream in FY25 and Orissa plant will come by FY27.
Current capacity is more than 30 GW & it will go to 21 GW will be for modules, 11 GW will be for cells and ingot & wafers will be 6 GW each by FY27.
Company is focused on adopting the latest technologies in solar modul production, with over 90% of its capacity upgraded to the latest technology.
Company will focus on pushing the capacity utilization to 60-70% in coming days.
Group company plans to establish a 3.5 GW lithium-ion cell plant as part of its commitment to energy transition where company has also bided for hydrogen and battery PLI.
Management Interview Highlights
Company is preparing for a Rs 4,300 cr IPO which is opening for subscription from 21-Oct-24 to 23- Oct-24 where Rs 2,750 cr from the IPO will be allocated to establish manufacturing facilities in Odisha.
Company saw a solid revenue growth of approximately 68% in FY24 but Q1 revenue growth moderated to 2.5%. This was attributed to a focus on margin expansion despite lower revenue growth.
Management said that despite the lower revenue growth in Q1, the company managed to keep its production costs rising by less than 1%, which contributed to maintaining margins around 18%.
Company will continue to focus on margin expansion going forward which will come through coming up of own US expansion and good mix of exports and domestics.
Exports margins are higher by 300-350 bps against domestic margins.
Current cost of production per unit is around $0.14-0.15/watt, with market selling prices between $0.19-0.20/watt. Company has managed to reduce production costs from $0.18-$0.19 last year due to improved technology and sourcing efficiencies along with improvement in input costs.
Expects the solar cell capacity of 2.5-2.6 GW in Gujarat will come on stream in Q4FY25 where the size is of Rs 2500-2600 cr which is funded already.
Company is looking for additional capex of Rs 9500 cr where Rs 500 cr is for US operations and Rs 9000 cr is for Orissa copied from companyupdate telegram channel operations for an integrated facility of 6 GW for module cells and wafers.
Expects the US facility of 1.6 GW of Phase-1 will come on stream in FY25 and Orissa plant will come by FY27.
Current capacity is more than 30 GW & it will go to 21 GW will be for modules, 11 GW will be for cells and ingot & wafers will be 6 GW each by FY27.
Company is focused on adopting the latest technologies in solar modul production, with over 90% of its capacity upgraded to the latest technology.
Company will focus on pushing the capacity utilization to 60-70% in coming days.
Group company plans to establish a 3.5 GW lithium-ion cell plant as part of its commitment to energy transition where company has also bided for hydrogen and battery PLI.
Wealthcreatures.com
Nifty Trying to form Double bottom Of this lows are intact markets are bound to cross Nifty Range - 24800-25250 Wld break either side for fresh move Our Concentration would be on Individual stocks picks
Nifty
Keep close watch any close below 24800 & 24695
Not good for markets
Keep close watch any close below 24800 & 24695
Not good for markets
🤔5
Nifty Chaiye 24800 ya 24695 aaye ya Ushke nichee jaayee
BUT
Few of our stocks ready for Upmove 10% To 30% ➕➕🔜🔜🔜
Stocks already share
KEEP CLOSE WATCH ON THEM
BUT
Few of our stocks ready for Upmove 10% To 30% ➕➕🔜🔜🔜
Stocks already share
KEEP CLOSE WATCH ON THEM
❤1
Wealthcreatures.com
Investing Rule Stock corrects Faster than Rise —-> Keep This in Mind But once Stock starts rising after making a Base —-> again it Rises more than the Fall slow & Steadily —> Keep this also in Mind REASON FOR TODAYS HUGE FALL as Per Our Study 1. GLOBAL…
Keep all this stocks on radar
We are +ve on all stocks
Koi jaldi chalega koi late chalega
We are +ve on all stocks
Koi jaldi chalega koi late chalega
👍4
Wealthcreatures.com
Are you worried of Fii selling Every media focusing FII have sold 50000cr approx in last 5 Days Just have a look it’s not 1st Time FII are net sellers let’s C last 8 months data where fii have sold and mkts moved Also 2015 to 2024 yearly Data of fii…
Fii Data
Highest ever provisional monthly sell by FII so far at 74,732cr
If they don't buy back in rest of the month it will be new record for FII sell figure
What are they Smelling something?
Highest ever provisional monthly sell by FII so far at 74,732cr
If they don't buy back in rest of the month it will be new record for FII sell figure
What are they Smelling something?