Waaree Energies

Now available @ 2925

Can be added on all dips in 2 to 3 parts for Longterm till 2600 zone

Kellton Tech

Days Low @ 150

Pennar Inds

On Radar

Days Low @ 190

Support @ 175/160

Looking Good for 20%~30%~50% to 75%+Upmove in next 9-18 months

S/L - 149.50 on cbsl or as per Risk

Last time

Nifty nvr closed below 23890 zone and bounced back to 24480 levels

Today’s Low for Nifty @ 24005

IREDA

Today Low @ 196

Seems double bottom formation in process

Waaree Energies

Recent High —-> 3743

Ipo price @ 1503

Currently trading at P.E of 57

Now In Stage 1 short term ASM

Today Down 9.5%

CMP - 2840

Can we see 10% LC @2821

Good to add on All Dips

Can we get Again @ 2300??

Strong 💪 support @ 2500-2600 zone

Funds have accumulated @ 2300-2400 zone

In coming 9-12-18-24 months Our Test levels —-> 3750/4200/4500/5000/6000+

Growth shld continue

Chase Growth

Overvalued stocks are getting Hammered

Meanwhile undervalued stocks are holding their ground

Such are times when value investing matters a lot

Buying undervalued stocks wld always help and its edge for portfolio

HFCL

HFCL along with its Consortium Partners Emerged as the Lowest Bidders with Multiple Bids exceeding more than ₹8100 Crores for the BharatNet Phase III Project

Dolat Algo

Q2 FY25

Company Delivers strong YoY growth

Revenue: ₹145Cr (vs ₹86Cr YoY, ₹151Cr Q1)

PBT: ₹93Cr (vs ₹48Cr YoY, ₹100Cr Q1)

PAT: ₹67Cr (vs ₹35Cr YoY, ₹72Cr Q1)

OCF: ₹49Cr (vs ₹17Cr)

Waaree Energies

Aaj ka Lows - 2763

One stock if you have in portfolio

Don’t think of selling at small gains

Deepak Fertlizer

6% 💚

Today again showing strength

Deepak Fertlizer

Why

Fundamentals & Understanding Bussiness is important

Individual stock outperformance vs markets is portfolio saver in dragdown times

Tembo Global

After one way rally from
499 To 730

Few Dragdown needed

Now at LC @ 716

Wld review again in next 1/2 weeks

Anything around sub 600 is great opportunity if one has patience to hold for next
1.5-2-3 years

Vishnu Prakash going to expand the business in Goa

Order book of 5086 cr

Order book in pipeline is 5000 Cr

Current mkt cap - 3600cr

CMP - 289

Best buy near support @ 250/230

Just an Observation


After Covid fall in March’20

We saw Great Run 🆙 from

April’20 To Sept’21
( 18 months )

Than Markets made ATH @ 18521 in OCT’21

After consolidation of almost 18 months in APRIL’23 Nifty crossed 18550

Again From APRIL’23 To September’24 we saw Great Run 🆙

Last month in OCT’24
WE saw Nifty reaching ATH
26277

Are we again going into 18 months consolidation & Than Breaking out ATH in APRIL’26??


Let’s C

SIP
Pre Covid Levels - 8000cr monthly

Number of Demat A/C ~ 5cr

Recently

SIP
Last month Oct’24 - 25000cr
Number of Demat A/C ~ 17cr

BSE FY25 Q2

Strong 💪 Numbers

NET PROFIT UP 31 % AT 346 CR (QOQ) , UP 188 % (YOY)

REVENUE UP 23% AT 746 CR (QOQ) ,UP 138 % (YOY)

EBITDA UP 37 % AT 389 CR (QOQ) ,UP 193 % (YOY)

MARGINS AT 52.1 % V 46.77 % (QOQ) , 42.25 % (YOY)

Excellent Numbers by Saraswati commercial new ATH coming soon

Nifty ATH —-> 26277

Now Almost 9.5% Down From TOP 🔝

Days Low —> 23780

Markets oversold

If Close below 23890 more pain coming

What’s Next ?

Are we Heading towards
23333-23000 zone

Individual stocks best to play
( Very Limited )

Waaree Energies

Todays Low @ 2784

2300-2500 if comes
It’s great buying zone

Start adding in 2-3 parts

Recently listed stock Waaree energies have corrected from 3743 To 2763 from 🔝

Because of the rumours that newly elected US President Donald trump will bring some rules on renewable energy sector which will negatively impact whole sector.

We feel this is an opportunity

Renewable energy is the future.

company with strong fundamentals.

Check rates after 6-12-18-24 months