LIKE IN 2016 - 2017 ELECTRODES WENT ON FIRE

HEG WENT UP ALMOST 55×

HEG WENT 100 TO 5500 IN JUST 2.5 YEARS

NOW SAME HAPPENING IN COPPER

AND TOP COPPER PRODUCER # HINDUSTAN COPPER

ITS ALL TIME HIGH # 658 IN YEAR JAN'2010

HAVE SEEN 600 ON SCREEN

CAN WE AGAIN SEE SUCH KIND OF MADNESS??

COPPER AT 9 YEAR HIGH

I.T & PHARMA

LOOKING STRONG

RALLY TO START IN I.T STOCKS

KEEP OUR I.P.C

STOCKS ON RADAR

BAJAJ FINSERV

OUR LONGTERM PORTFOLIO STOCK

Low - 9710

One should start adding in SIP

If one has 12 to 18 months view

IIFL hosted Mr. Maulik Mehta, ED & CEO of Deepak Nitrite (DNL), at IIFL’s XII Enterprising India 2021 Global Investors’ Conference.

• Sees vast growth opportunity for Indian chemical industry: Mr. Mehta said the Indian chemical industry should look beyond merely trying to double revenues from $160bn to $300bn by 2025, and should instead aim for a much bigger slice of the global chemical market, given the opportunities available. He believes that companies that aim for global scale rather than merely import substitution will be sustainable winners. A key advantage India has versus other countries is the size of its domestic market, which helps Indian companies build scale and hence competitiveness.


• Growth projects to be announced in coming months: While DNL’s management has not yet received approval from the Board to announce specific growth projects, this should happen within the next 3-4 months, upon which the company will make formal announcements. DNL has multi-product and multi-process plans for growth, which will be executed over the next few years. Mr. Mehta has previously said that the company has aggressive internal targets for growth, but has refrained from sharing specifics.


• Key success factors: Highlighting the reasons for DNL’s successful track record over the past 50 years, Mr. Mehta pointed to the company’s financial prudence, strong execution skills across hazardous operations, and operational excellence initiatives. Additionally, he said that the last 5-7 years have also brought significant tailwinds for the overall chemical industry.


• Differentiation vs. other specialty chemical companies: Compared to other leading peers in the Indian specialty chemical industry, DNL’s value proposition to customers is somewhat different, in that the company is typically vertically integrated across all its products, which makes it a more sustainable supplier compared to most others, while also giving rise to better resilience in margins. Additionally, the company takes efforts to cater to bespoke requests of customers for product customization.

• Key focus areas as new CEO: Mr. Mehta said ‘Depend on Deepak’ is a key initiative he is focused on deploying: encompassing how DNL fulfills the needs of three key constituencies – employees, customers and investors. For employees, the company aims to become a great place to work and grow; for customers, one that offers cost excellence, product development and adherence to customer values (e.g., on environment, health & safety); and for investors, a company that offers a clear growth strategy, financial prudence and transparent communication. Another focus area is to judiciously add new competencies and products. And a third area is driving synergies across four key business functions: Finance, R&D, Business Development and HR.

INDIAN EQUITIES LAST 10 YEARS DATA OF MARCH MONTH


MARCH 2021# ??

MARCH'20 # -23%

MARCH'19 # +7.7%

MARCH'18 # - 3.61%

MARCH'17 # +3.3%

MARCH'16 # +10.7%

MARCH'15 # - 4.6%

MARCH'14 # +6.8%

MARCH'13 # - 0.18%

MARCH'12 # -1.66%

MARCH'11 # +9.3%

MARCH'10 # +6.6%


MARKETS TO REMAIN HIGHLY VOKATILE WITH PROFIT BOOKING 📈.MARKETS NEEDS TIME WISE CORRECTION AND SOME CONSOLIDATION BEFORE NEXT LEG OF RALLY

HEALTHY CORRECTION & CONSOLIDATION ARE GOOD FOR MARKETS.

RAILTEL

Mini IRCTC IN MAKING

CMP - 121

ADD AT cmp & All Dips Till 100

Test Levels # 150/180/200/250++

TF - 2/3/6/12/24 months

WONT BE SUPRISE TO BE EVEB 3x/5x in longterm


26-Feb-2021 RAILTEL Railtel Corp of Ind Ltd GOLDMAN SACHS INDIA FUND LTD BUY 37,09,685 113.57 -

26-Feb-2021 RAILTEL Railtel Corp of Ind Ltd NIPPON INDIA MUTUAL FUND BUY 50,00,000 109.00 -

26-Feb-2021 RAILTEL Railtel Corp of Ind Ltd NIPPON INDIA MUTUAL FUND - MULTI CAP FUND BUY 20,00,000 116.13 -


S/L - As per Risk or 89 on cbsl.

L&T FINANCE HOLDING

ON RADAR

ALL AGAIN MOVING

HINDUSTAN COPPER 157.30
Locked 🔒 in UC

GNFC # 306

Eveready # 335

NIFTY BULLISH ONLY ON CLOSE ABOVE 14800

NIFTY SUPPORT@ 14500/14440

CDSL

NEW 52WK HIGH

639

MONOPOLY

HUGE RERATING COMING IN NEXT 2 QTRS

GNFC

11% UP

322

GAVE MANY TIMES

LONGWAY TO GO

#Himadri Chemicals

CMP 53

Accumulation : 50-55

SL 37.50 (Monthly Closing basis)

T 150 and ATH


TF : 12-18 Months

#InvestmentPick

#Himadri Chemicals

CMP 53

Accumulation : 50-55

SL 37.50 (Monthly Closing basis)

T 150 and ATH


TF : 12-18 Months

Gave hscl ( HIMADRI)

Before also @ 46

RAILTEL

20% UC

NJOY