Wealthcreatures.com
Our fair value for 2021 was 18300 for Nifty Nifty made high of 18601 On macro front we feel we are headed for lower levels and time wise correction for next few months. Markets have priced in all good news on macro front & recovery front Nifty supportβ¦
NIFTY TOOK PERFECT BOUNCE FROM 17970 LEVELS from Recent LOWS
Watch for 18426 on Nifty more strength πͺ above that only
Play more stock specific & Sector Specific
We @ wealthcreatures feel around budget you would get better opportunity for Longterm Investment
Macros would start panning out in next 1 to 2 qtrs
There can be rate hikes.Shift towards Higer base year.Raw material cost pressuring out to many industries.
Time to me more cautious
Markets factoring all future Growth
Keep on radar valuation
Market knows more than we know.
Rest Your π° Money # Your Decision
Longterm We are Bullish on stocks specific and sector specific
Watch for 18426 on Nifty more strength πͺ above that only
Play more stock specific & Sector Specific
We @ wealthcreatures feel around budget you would get better opportunity for Longterm Investment
Macros would start panning out in next 1 to 2 qtrs
There can be rate hikes.Shift towards Higer base year.Raw material cost pressuring out to many industries.
Time to me more cautious
Markets factoring all future Growth
Keep on radar valuation
Market knows more than we know.
Rest Your π° Money # Your Decision
Longterm We are Bullish on stocks specific and sector specific
Wealthcreatures.com
https://wealthcreatures.com/2020/03/25/delta-corp-ltd-can-again-bounce-become-multibagger-in-next-5-years/ DELTA CORP OCT - Nov - Dec Qtr wld Be Strongest As All Casino Open Festive Season started Diwali To Dec High Booking & High Footfalls Stockβ¦
DELTA CORP
54 T0 307
Now again available @ 264
Strong Support @ 241
Best Buy - 245 - 260 zone
Add more Near support zone
Test Levels # 300/315/333/360
Medium Term - 400++
S/L - 211.50 on cbsl for fresh buying
54 T0 307
Now again available @ 264
Strong Support @ 241
Best Buy - 245 - 260 zone
Add more Near support zone
Test Levels # 300/315/333/360
Medium Term - 400++
S/L - 211.50 on cbsl for fresh buying
Wealthcreatures.com
CLEAN SCIENCE & TECH LTD New Ipo coming Out of IPO base & Making New High CMP - 1813 ADD ON DIPS @ 1750 - 1780 zone Support @ 1615 TEST LEVELS # 1950/2100 MEDIUM TERM - 2400/2727++ S/L - 1605 WCB or As per Risk Wealthcreatures
CLEAN SCIENCE
After Hitting 2353
Bouncing from support Of 1990/1965
Next Test Levels # ATH & 2400/2727++
TF - 3 to 6 months
After Hitting 2353
Bouncing from support Of 1990/1965
Next Test Levels # ATH & 2400/2727++
TF - 3 to 6 months
Wealthcreatures.com
GNFC Getting Ready for Rerating in next 2 to 3 Qtrs Fertilizers/TDI/Chemicals Cmp - 355 We Reco @ 100 and High made after that 422. Still available at Resonable valuation Cmp - 355 Stock still available below P/B Value.( Book Value - 390) FY21β¦
GNFC
6% ππ
SHOWED STRENGTH IN DOWN MKT
EXPECTING 1β£0β£0β£0β£++ in nxt 4 To 6 QTRS
6% ππ
SHOWED STRENGTH IN DOWN MKT
EXPECTING 1β£0β£0β£0β£++ in nxt 4 To 6 QTRS
Wealthcreatures.com
FROM MANY DAYS HAVENT SEEN MOVES IN LIQUOR SEGMENT KEEP ON RADAR ANY ANNOUNCEMENT AND THIS ALL CAN SEE RUN UP ALL TRADING IN TIGHT CONSOLIDATION ZONE FROM PAST MANY DAYS G.M BREWERIES - 368 MCDOWELL - 520 RADICO KHAITAN - 288 PIONEER DIST - 102
KEEP ON RADAR
DARU SECTOR
DECEMBER COMING
NO PARTY COMPLETE WITHOUT DARU......
GM BREWERIES
MCDOWELL
RADICO KHAITAN
PIONEER DIST
NEW ADDITION
GLOBUS SPIRIT
ASSOCIATED ALCOHOL
DARU SECTOR
DECEMBER COMING
NO PARTY COMPLETE WITHOUT DARU......
GM BREWERIES
MCDOWELL
RADICO KHAITAN
PIONEER DIST
NEW ADDITION
GLOBUS SPIRIT
ASSOCIATED ALCOHOL
Wealthcreatures.com
TIME TO RELOOK AT TANLA AGAIN Already multibagger # 58.50 To 900++ They way company performing it seems its LOMGTERM wealth creator When we compared TANLA VS ROUTE MOBILE TANLA trades @ 1/3rd Value vs ROUTE MOBILE ROCE,ROE & EBIDTA Better Thanβ¦
TANLA
Though booked 50%
Still
58.50 To 1230
Possible Test Levels # 1366/1666/1780++
Though booked 50%
Still
58.50 To 1230
Possible Test Levels # 1366/1666/1780++
Wealthcreatures.com
Deepak Fertliser Cmp - 414 Market cap 4483cr Support @ 390 Capex Planned - 4000cr Approx for ammonia & 2000Cr for TAN IPA capex is planned too. Interesting company for next 2-3 years. Q4 FY23 is when ammonia plant could be completed. Only concernβ¦
DEEPAK FERTLISER
Tight Range consolidation
Cmp @ 416
One can add on all Dips @ 400 - 390 zone
Strong support & Demand Zone@ 390 zone.
Won't be suprise To 2x/3x in next 18 to 36 Months
Tight Range consolidation
Cmp @ 416
One can add on all Dips @ 400 - 390 zone
Strong support & Demand Zone@ 390 zone.
Won't be suprise To 2x/3x in next 18 to 36 Months
18426 If not taken out in next 1 to 2 week
High chances Nifty Would Retest 18050 - 17970 zone again
Keep close watch on Levels
Below 17950 big Fall can come
High chances Nifty Would Retest 18050 - 17970 zone again
Keep close watch on Levels
Below 17950 big Fall can come
KKCL
CMP - 1145
Days Low - 1141.50
Good To add at cmp & on Dips Till 1100
Test Levels # 1200/1250/1350/1400/1515++
TF - short to medium Term
S/L - 1005 on cbsl or As per Risk
CMP - 1145
Days Low - 1141.50
Good To add at cmp & on Dips Till 1100
Test Levels # 1200/1250/1350/1400/1515++
TF - short to medium Term
S/L - 1005 on cbsl or As per Risk
Do you Want us To post more call on
Anonymous Poll
22%
Fundamental Pick - Medium To Longterm
13%
Techno Funda Pick - Short/Medium/Longterm
10%
Technical Pick - Short To Medium Term
55%
Post All Opportunity
DEEPAK NITRITE FY22 Q2
YOY π & QoQ π
REVENUE # 1690Cr β¬οΈ 70% (YOY)
β¬οΈ 10% (QOQ)
PAT # 254 Cr β¬οΈ 49% (YOY) β¬οΈ15.96% (QOQ)
EBITDA # 395 Cr β¬οΈ 41%
Margin # 23%
EPS # 18.65 β¬οΈ 49% (YOY)
β¬οΈ 15.95% ( QOQ)
Net D/E Reduced to 0.03x Vs 0.37x (YOY)
PAT lower QoQ due to lower phenol spreads and increased Raw material,power,Transport cost
6 month EPS # 40
FY22 Expected EPS # 90
Stock Trading at 27x FY22.
FY23 will be inflexion year for Deepak Nitrite.
Fy22Q3 should be better in terms of phenol spreads and strong pricing in many chemicals
Once New capacity expansion ( Capex) comes in there should be series of Good Qtrs.Need to watch out for concall.
Company had Already Declared Capex of 300Cr in Deepak Nitrite for Lifescience Chemicals with end use in pharma and agrochemicals. & New capex of 700cr in Deepak phenolics which will be downstream and having applications in paints and coatings.
Both are import substitutes ( Need to watch this Development closely)
#Wealthcreatures
YOY π & QoQ π
REVENUE # 1690Cr β¬οΈ 70% (YOY)
β¬οΈ 10% (QOQ)
PAT # 254 Cr β¬οΈ 49% (YOY) β¬οΈ15.96% (QOQ)
EBITDA # 395 Cr β¬οΈ 41%
Margin # 23%
EPS # 18.65 β¬οΈ 49% (YOY)
β¬οΈ 15.95% ( QOQ)
Net D/E Reduced to 0.03x Vs 0.37x (YOY)
PAT lower QoQ due to lower phenol spreads and increased Raw material,power,Transport cost
6 month EPS # 40
FY22 Expected EPS # 90
Stock Trading at 27x FY22.
FY23 will be inflexion year for Deepak Nitrite.
Fy22Q3 should be better in terms of phenol spreads and strong pricing in many chemicals
Once New capacity expansion ( Capex) comes in there should be series of Good Qtrs.Need to watch out for concall.
Company had Already Declared Capex of 300Cr in Deepak Nitrite for Lifescience Chemicals with end use in pharma and agrochemicals. & New capex of 700cr in Deepak phenolics which will be downstream and having applications in paints and coatings.
Both are import substitutes ( Need to watch this Development closely)
#Wealthcreatures
Kopran FY22 Q2
QoQ Good & YOY Flat
Net profit up 3% at Rs 17.1 Cr Vs Rs 16.6 cr ( YOY)
Revenue up 7.2% at Rs 127.6 Cr Vs Rs 119 cr
EBITDA up 13.2% at Rs 24 cr Vs Rs 21.2 cr
EBITDA margin at 18.8% Vs 17.8%
QoQ Good & YOY Flat
Net profit up 3% at Rs 17.1 Cr Vs Rs 16.6 cr ( YOY)
Revenue up 7.2% at Rs 127.6 Cr Vs Rs 119 cr
EBITDA up 13.2% at Rs 24 cr Vs Rs 21.2 cr
EBITDA margin at 18.8% Vs 17.8%
https://wealthcreatures.com/2020/04/06/pharma-pack-safe-bet-in-current-environment/
π―SMS LIFESCIENCES π―
16% blast
Almost 6.5x Bagger
153 To 1015 Till Now β
π―SMS LIFESCIENCES π―
16% blast
Almost 6.5x Bagger
153 To 1015 Till Now β
WealthCreatures
PHARMA PACK β safe Bet in current Environment
π’ AUROBINDO PHARMA π’ CMP β 382MARKET CAP β 22400 crBOOK VALUE β 23752wk HIGH/LOW β 838/2895 Year HIGH/LOW β 895/289FACE VALUE β 1DIVIDEND YIELD β 0.65% FY2β¦
Wealthcreatures.com
Buy Only those stocks where valuation are resonable & Dont chase any stock at any price What happens when valution are too high & Expensive we saw in last 2 days Stay Away from such high value stock Traps.... Many stock which Run up in 2008/2012 Bullβ¦
We would Soon update
New sets of stocks which are available at resonable valuations
Which we feel can outperform markets over a period of Time
New sets of stocks which are available at resonable valuations
Which we feel can outperform markets over a period of Time
Wealthcreatures.com
KEEP ON RADAR DARU SECTOR DECEMBER COMING NO PARTY COMPLETE WITHOUT DARU...... GM BREWERIES MCDOWELL RADICO KHAITAN PIONEER DIST NEW ADDITION GLOBUS SPIRIT ASSOCIATED ALCOHOL
MCDOWELL 5% π
Globus Spirit 3.5% π
Associated Alcohol 2% π
Globus Spirit 3.5% π
Associated Alcohol 2% π
Wealthcreatures.com
18426 If not taken out in next 1 to 2 week High chances Nifty Would Retest 18050 - 17970 zone again Keep close watch on Levels Below 17950 big Fall can come
NIFTY 18325 RECENT HIGH
Now Trading At Lows # 17945
17950 Crutial level
Close below that Not Good
Now Trading At Lows # 17945
17950 Crutial level
Close below that Not Good
Wealthcreatures.com
π¨π¨π¨ Big Names are Crashing Seems like Mega Bull Run Party will Halt or Pause for some time. Time wise correction will come. π’Sectors might change. π’New Opportunity will Rise π’Few Existing Big names will go even Much higher. π Few might Pause π΄Fewβ¦
π¨π¨π¨π¨
Hope this Alaram Helped you..!!
Trading is Art & Science..!!
Happy Trading..!!
ππ
Hope this Alaram Helped you..!!
Trading is Art & Science..!!
Happy Trading..!!
ππ