MOREPEN

TIME TO RELOOK AGAIN

37 To 75 ( 1st Round)

Now Again Available @ 53

Support @ 48/46

Good To accmulate on all Dips till 46

S/L - Old As given

NIFTY HITS OUR SHORT TERM TARGET OF 16500 & MADE HIGH OF 16700

Index management has Happened in past few Days ( Only few selected stocks has out performed)

Our I.T PACK & ALL MAJOR I.T STOCKS HAS OUTPERFORMED

We@ wealthcreatures.com feel Nifty can Retest Its breakout & Support zone of 15900 - 15750 before next leg of Rally

Midcaps/Smallcap as Updated On 5th August looking Weak.

Even New Margin rule by Sebi coming from 1st Aug

So We can see Some more pain in midcaps & Smallcap for next few Days.

MIDCAP/SMALLCAP AFTER SOME CONSOLIDATION WOULD BE BACK IN ACTION

BUT THIS TIME RALLY WONT BE SAME STOCKS WHERE NUMBERS ARE GOOD AND FUTURE GROWTH IS VISIBLE WOULD ONLY MOVE UP AND MAKE NEW HIGHS

Our I.T pack can see some profit 📈 booking Going forward as I.T index need to take some rest

Short term it has made a move & Valuation of few are looking stretched.

Need some consolidation and some healthy pull back before next Leg Of Rally in I.T stocks

Plan your Trades Accordingly

Midcaps Smallcaps have taken a Beat un Last few seems Midcap and Smallcap Should bounce back in few days.

It's Time to Look out for Quality Stocks .

LTTS

NEW 52WK HIGH

3929 🎯

SADBHAV ENGG

S/L

After a longtime our Reco script has hit S/L

🙏

DEEPAK FERTLIZER

Taking 400 support

Low - 396.10

Now Bouncing

IT Services

Sector Update - Hyperscalers are accelerating aggressively!

Quick Pointers:

🔆 Hyperscalers (AWS, Azure & Google cloud) continue their strong growth momentum, 40% up YoY in 2QCY21 on a high base. (Exhibit 2)

🔆 Deep cloud adoption is critical for achieving exceptional business performance as New technologies, enhanced connectivity and abundant computing power have converged in cloud systems to deliver new business growth and foster innovation.

🔆 We believe stronger cloud adoption/cloud led transformation journey will help to sustain double digit revenue growth momentum in Indian IT Services even after post- Covid era.

Hyperscalers (AWS, Azure, GCS) revenue growth has further accelerated (37%/51%/54% YoY) in 2QCY21 on top of strong growth (29%/47%/43% YoY) in 2QCY20. In a hyper-connected world, cloud and AI can power scalable mass automation. By using enterprise applications on the cloud, business service providers can engage with their geographically dispersed customers in a cost-efficient yet personalized manner. Enterprise SaaS and domain-specific SaaS solutions are key to enterprise hybrid multi-cloud strategy. SaaS provides rich feature sets and faster time-to-market for standardized business processes, with low operational overhead and high reliability.

🔆We believe that cloud led digital transformation opportunity will bring strong double digit growth for IT services in next 3-5 years given 1) public cloud adoption (currently low at 15-20%), expected to go up to 60-70% in next 3-4 years, 2) transformation of entire application landscape for large organizations to take another 3-5 years and 3) creation of innovative business models on top of cloud-based digital core, 4) opportunities arising from regulatory changes, data sovereignty (GDPR, CCPA etc.)- more focus on personalization, customization & decreased latency, 5) reverse migration (from public cloud to hybrid, private cloud).

🔆Indian IT players have a strong collaboration with Hyperscalers & it provides a win-win situation for both as IT services providers help in improving utilization of Hyperscaler’s cloud by accelerating client’s transformation journey. Companies like TCS, INFY, HCLT, TECHM have developed strong organic cloud platforms & it is yielding outstanding results. Among tier-2 players, we would like to highlight MTCL, LTI, COFO are having strong collaborations across & are expanding aggressively in cloud opportunities.

Source: Prabhudas Liladhar Report

FEW Platform Bussiness Have Huge opportunity in next few years

Pick your Bets

NAUKRI ( INFO EDGE)
CDSL
CAMS
IRCTC
MATRIMONY.COM
JUST DIAL
INDIA MART
BROKRAGE COMPANIES ( MOFSL,IIFL SECURITIES)

METAL STOCKS HAVE CORRECTED 20% T0 32%

More 10% to 15% correction would make it more ATTRACTIVE ( Risk reward would be more favourable)

MAITHAN ALLOYS
TATA STEEL
JSW STEEL
IMFA
SANDUR MANGANESE
GPIL
IMFA
SAIL

PICK YOUR BET

IF YOU WANT QUALITY PICKS

JOIN US 👇👇

t.me/wealthcreature

WE BELIVE IN CREATING MULTIBAGGER OVER A PERIOD OF TIME

FEW OF OUR 3X/5X/10×/20× CLUB

DEEPAK NITRITE
MASTEK
MAGMA FINCORP ( POONAwala Fincorp)
BAJAJ FINSERV
BAJAJ FINANCE
RAIN INDS
DEEPAK FERTLIZER
GNFC
INDOBORAX
PHARMA PACK

List Is Long check all picks on our Website

We Focus on QUALITY BUSSINESS# GROWTH# PROMOTORS QUALITY# FUNDAMENTALS #SECTOR TAILWINDS# TECHO FUNDA #