💚 CAMS 💚

🔆PROXY PLAY TO MUTUAL FUND INDUSTRY

🔆THIS WOULD TRADE 10000++
IF ONE HAS PATIENCE ITS
( 3.5 to 4 yrs or even before)

🔆WE RETRIATE BUYING AGAIN ON ALL DIPS

🔆1900 - 2000 GOOD LEVEL TO ADD FOR SAFE PLAYERS

🔆FOR AGRESSIVE PLAYERS 2150 - 2250 ZONE SHOULD BE LOOK TO ADD

Vaibhavglobal Q4FY21

Concall & very strong Guidance by management

Long way to go

key take aways :

1. 16-18% topline growth + operating leverage in short term. 15-17% in 2-4 year medium term.
In between lines: management is super conservative, underpromise and over deliver.

2. After US and UK, expanding to Germany. Opportunity size larger than UK. 2B$ revenue for top 2 players. 2M$ capex & 3-5M$ opex loss in 1st yr. Break even in yr 3.
In between lines: revenue growth to accelerate in medium term. Germany will become larger than UK.

3. Management has set ambitious target to 18x the order volume !!!!! In next 10 years.
Im between lines: high topline growth in next 10 years. Even if order value goes down 2x from now, this implies 25% cagr in topline for next 10 years. Amazing Concall takeaway from vaibhavglobal

NIFTY MOVES

1st Jan'2021 - 14018

29th Jan'2021 - 13596 ( 2021 Low point)

16th Feb'2021 - 15431 ( All Time High)

22nd April'2021 - 14152( Recent Low)

29th April'2021 - 15044 ( Recent High)

observation # Nifty in broad Range of 14150 TO 15050 ZONE. ( 900 points zone)

Support @ 14150/13600

Resistance @ 15050/15100

Concentrate on Individual stocks IDEAS 💡

RAIN INDS

RERAITE BUYING AGAIN

CMP - 175

ACCMULATION ZONE - 160 TO 175

MEDIUM TERM TEST LEVELS - 190/200/222+

LOMGTERM - 300/360/400++

Once closed above 194 we can see clean upmove

S/L - 144 on weekly closing basis or As per Risk

POLYCAB

7% 💣💣💚💚

New 52wk High

1655

925 TO 1655 DONE TILL ✔ NOW

ASIAN PAINTS

11%

2800++

One can Add @ 2400 also

Hester Bio for investment

2750 - 3000 - 3300 - 3600++

Positional Coming

KPIT TECH

READY FOR UPMOVE

SHAKTI PUMPS

FRESH BREAKOUT

JINDAL POLY

Approaching buying zone

Today Low - 792

Add on all dips Till 760

Chemicals/pharma/Metals

Seeing some pressure

Good quality stock RETRACEMENT can continue for next 3 to 5 days.

Once RETRACEMENT done Again upmove can start

I.T stocks already made a base. Sustaining but not moving need more consolidation

Bank Nifty looking more weak

Nifty Support # 14400

OUR RECENTLY PICKED STOCKS ONE CAN ADD IN CORRECTION ON DIPS

JINDAL POLY -
LINCOLN PHARMA -
RAIN INDS -
MASTEK
LTTS
LTI
RELIGARE ENTERPRISE
BANNARI AMAN SPINNING MILLS
ADVANCED ANZYMES
SARLA POLY
GNFC
RGL
SUVEN LIFESCIENCE
DEEPAK NITRITE
JSW ENERGY
GAEL
EXCEL INDS

For entry rates & Support levels Refer Channel