MCX

Our high conviction pick

Blasting 💣 7%

FRESH 52WK HIGH

1973 🎯

IRCTC

What a MOVE

4964

What a Rally....

Monopoly bussiness

Which one is next To go up like IRCTC 🤔

DEEPAK FERTLISER

Days low - 415

Support @ 400/390

All dips are buying opportunity

Just need patience

Jis Din ASM se Bahar Nikla

Can see start of upmove

Last 1.5 to 2 months se rally over Due hai.....

RIL

FRESH 52WK HIGH

2684

NAZARA TECH

PAISA DOUBLE IN less Than 70

ATH

19% Blast

3224

Investing at this level should be avoided just because markets are trading Near ATH...stock has gone up too much??

This mindset makes us miss many opportunities.....

Did Nifty stopped when it last time crossed CORONA Top which was @ 12430....it crossed 13k...14k..15k...16k...17k... & Now 18k ready to cross in near future

In last few Days we chased only Quality picks....

We concentrated on Individual stock picks which had ability to outperformed Nifty and markets

Few such picks :

Deepak Nitrite
Nazara Tech
MCX
POLYCAB
Beta Drugs
Sportking
Tata chem
Godrej Properties/oberoi Realty
Gnfc
Gm Breweries
Sportking
Hotel stocks

And list is long....

We have opportunity in Each kind of markets...just Sector keeps changing...

https://youtu.be/WxiPhcckODc

Latest Conversation & public Appearance by RJ sir

Everyone should once watch video & Try To Learn From Legend.

Life Journey
How he started from 5000 and created Wealth....
Sometimes Right/sometimes Wrong...Learning

My best Line we liked - June'20 mein chilla ke lene ko bola no one was buying.....kyu kisi ko Advise Dena...
( we told in march/April/May 😊)

Teji ----- Mandi Best line...

Watch & Learn
I learned a lot and Still learning Everyday.....

Time Aayega to sell.....those in mkts from last 15 to 20 years know unitech/HFCL etc...

Valuation very imp....ppl ignoring now a Days.

Stay invested with only Fundamentally strong companies with Good management

Lincoln pharma on radar

Getting Ready for very big move in coming Days/Months/Years

PRINCE PIPES

CMP - 749.40

MARKET CAP - 8245cr

Book Value - 95

Fy21 EPS - 21

FY22 Expected EPS - 30

Support @ 705/680

Add at cmp & On Dips

Once closed above 765 can see Good Upmove

Company manufactures CPVC & UPVC pipes & fittings for industrial & domestic applications and is good proxy To Real estate

Strong ROE of 23.8% & ROCE of 28.8%

Test Levels # 810/888/940/1000/1200++

TF - 1/2/3/6 months

Longterm this can be big wealthcreator

S/L - 659 on cbsl or As per Risk

India might face electricity shortage due to coal shortage.

🔋 Power demand is hovering around 170-180 GW and expected to cross 200 GW.

Renewables Energy to get a boost in coming Days

No one wanted To touch chemicals & Speciality chemicals in 2015 - 2017

From 2014-2017 Available at single digit P/E multiple

In 2021:- chemical Stocks are available upwards of P/E multiple of 50 to 60++

Valuation expansion was a big source of RETURN for many companies.

Valuations will stop expanding at some point.

NEXT SEXTOR IS RENEWABLE ENERGY & EV SPACE ( BIG MONEY CAN BE MADE THERE)

Technical picks

XCHANGING SOLUTIONS

CMP - 125.35

Last few Days Moving in 95 To 125 zone only

Once closed above 128 - 130 zone we can see clean upmove

Test Levels # 141/155/170/190++

Upside - upto 50%

TF - 1/2/3/6 months

S/L - 107.40 on WCB or As per Risk

1 chemical stock which we feel has long way To Go

DHARAMSI MORARJI CHEMICALS

Cmp - 392

Support @ 348/330

Try To add more near support zone

Can be 2x/3x/5x in longterm

S/L - 305 on cbsl or As per Risk