Top 5 stocks in which FII increased stake in Dec Quarter

IRB INFRA 34.81 %

Deepak Fert 10.38%

Saregama 07.03%

Lodha Dev. 06.54%

SupremeInd 05.78%

% bought by FII in last quarter

INVESTING FUNDA

Correction are part of Markets

Market runs of Sentiments/Valuation/Earnings/ Future Growth & Technical Support

Keep Adding Your 🏆 Winners
( Quality & Growth Stocks) near support Zone

Best to add in 3 to 4 parts on major Dips

Short term there can be Hicupps in markets But longterm value creation is there

Major support In Nifty @ 17000
zone for markets

Nifty Todays Low @ 17404

No one can predict exact low or High for markets

Nifty has Already corrected from 18275 To 17404 zone which were recent Highs

High chances nifty can find support@ 17200/17000
and we can see upmove and short covering

Currently Risk Reward looks Good

When Market gives you Attractive opportunities for a stock to Buy

You DOUBT for that Stocks at corrected price

When the same stock start enjoying High Premium, it looks attractive

None of the STOCKS fundamental has changed in past 5 DAYS

Only COLOUR of market changed

Avoid emotions stick to QUALITY BUSSINESS PERFORMANCE.

Today's market is like

Deepak Nitrite
FY22Q3

Net profit up 12% at
Rs 242.46 cr Vs Rs 216.5 cr YoY
QoQ - down 5%
242.46cr VS 254.34cr

Revenue up 39.5% at Rs 1722.2 cr Vs Rs 1,234.6 cr YoY
QoQ - 1722cr Vs 1681cr

EBITDA up 5% at Rs 351.8 cr Vs Rs 335 cr YoY
QoQ - 351.85cr Vs 386.54cr

EBITDA margin at 20.43% Vs 27.1% YoY
QOQ - 20.43 vs 22.99%

Phenolics margin decline QoQ, due to Phenol spreads reducing.
(rising again from last month almost now)

Performance products Superb numbers and in black and prices also sky Rocketing
In performance products 476% growth YOY

Basic Intermediates did well

Margin pressure due to 🔋 power & other expense

Markets witnessed bloodbath & correcting almost 3% driven by
continuous FII selling and high uncertainty in the market ahead of US Fed meeting.

US markets, crypto, Indian markets all are falling as FED is taking out the money.

The clarity would be only after the FOMC meeting on Wednesday.

However, this fall is a good opportunity for adding Quality Bussiness at lower Rates for longterm

volatility to continue in the market in short run or atlest till budget gives clarity

Markets Don't like uncertainties

https://economictimes.indiatimes.com/sensex-nifty-live-today-2022-01-24/liveblog/89083144.cms

Those who came in Markets around covid or after covid in last 1 to 2 yrs

Get Ready For Roller coster Ride ahead & VOLATILE Days

Making money won't be that Easy as in past few months or last Year 2021 or 2020

Many might Have leveraged...Started F&O
Option & Call/Put Also

What ever you do know your RISK & Follow "Risk Management" Strictly

Best Strategy is Buying in cash & Holding without Tension

All stocks would Fall in this correction Gadhe & 🐎 🐴 Ghode dono Girege

But sirf Ghode🐎 he phir se bhagege

Only Quality Bussiness with Quality promotors and visionary would Lead The markets with Growth in coming DAYS/MONTHS/YEARS

Stay calm#If your view is 12/18/24 months nothing to worry

Nifty Below - 17000 can Retest 16776 - 16590 - 16426 also

Currently Nifty is oversold and many stocks are also Deeply oversold

Make your list Ready to ADD IN THIS Fall ----

Nifty Observation

From March'20 - 8 times Nifty had continuous 5 session or more Red candles

6 times the FALL ended with 5 Red candles ( Yesterday was 5th Day & 5th Red Candle)

2 times the fall ended with 6th RED candles ( Today is 6th Day )

Nifty indicators oversold

High probability of a Bounce Back Today OR ON Thursday as
Tomm 26th Jan ( holiday)

Bottom udhar hi banegaa
Jab sabko namumkin lagegaa.

Bottom kab banega???

Bottom udhar hi banega
Jab sabko duniya khatam hone ka DARR lagega

Bottom udhar hi banega
Jab duniya sab maal bechne lagega

Possible Today or Tursday or Near last swing lows - 16426

Or Near 200 DMA - 16550 - 16600 zone

But we are very close for Reversal

Nifty Lows - 16837

We can see Short covering Today from Lows

Nifty nvr touched 16776

If One Can ignore Noise for next 1 month and wants To Buy Quality Bussiness at corrected Value with Good Risk Reward Ratio for next 12 to 24 months

Many Picks we have already Shared and we feel has good potential to scale up in medium To longterm in price terms

One can Look at follow picks To add near support & Dips in 2 to 3 parts in SIP

Support levels are near today Low which was Good buying opportunity for Investors and can keep Track on That


Deepak Nitrite@ 2050/1950
Deepak fertliser @ 484/440
Dwarikesh Sugar @ 80/74
BAJAJ STEEL @ 900/860
MEDICAMEN BIOTECH @790/760
PRAJ INDS@ 388/360
DEEPAK NITRITE @2130/2040
Sakar Healthcare @ 138/130
Asian paints @ 3010/2925
Globus Spirit@ 1395/1290
Oberoi Realty @ 855/790
BBL @ 1900/1790
Welspun corp@160/148
TATA power@ 223/210
Poonawala Fincorp @245/230
DELTA CORP@ 248/240
JEEVAN SCIENTIFIC @ 180/160
GRAVITA@ 288/275
India Glycol@ 860/790
KOPRAN@273/260
BALAJI AMINES@2950/2850
Aarti Inds@ 950/890
Sportking @ 1460/1350
Vipul Organic @ 205/180
Lincoln pharma @ 340/315
POkarna@658/600


I.T pack
LTTS @ 4350/4150
LTI@5750/5450
TECH MAHINDRA @ 1450/1390
MASTEK@2580/2475
Bsoft@431/398
KPIT TECH@ 596/550
Infosys@ 1700/1640
Wipro@ 551/520
TCS@ 3680/3600
Mindtree @ 3550/3425

Disclaimer - All views expressed are personal and only for educational and study purpose. Consult your financial advisor before investing or taking any position based on above article. Its not any buying or selling Recommendation.

In jan month Till now session FII have sold 28140cr & purchased 3123cr
So still net figures of - 25017cr
It's huge one

On 25th Jan itself FII sold 7000cr worth & DII 4534cr and we managed to close in Green

Need To watch out Today's Figure of Fii Selling

S&P-500 closes 3.2% off highs, Nasdaq 2.3% off highs

FOMC was hawkish; consecutive hikes & even 50 bps possible

Mkt now pricing in 30 bps for March & 112bps for 2022

5yrs yield +13 bps
10yrs + 9 bps
30yrs + 5 bps

- Brent oil +1.8% to $89.76/bbl

Markets Headed for Recovery around budget or after Budget but with lots of Volatility

Nifty support@ 16800 and only on close below 16770 we can retest the last swing lows 16426

Many cash Stocks
(midcap & Small caps)not Falling

I T index

Now at Days low 33770

Support @ 32500 ( 200 DMA)

I.T stocks Deeply oversold

Quality would Bounce
Profits
Future Guidance
Strong management
Future Growth

Keep close Watch

Many of our cash stock picks showing Strength

Dwarikesh Sugar
PRAJ inds
Deepak fertliser
Bajaj Steel
Medicamen Biotech
Sportking
Kabra Extrusion
Mangalam organic
Olectra Greentech
Globus Spirit
Gravita
CDSL
KPr Mills
Lincoln pharma
Poonawala Fincorp
BBL
Sakar Healthcare
Welspun corp

List is long
Max Trading in 💚

I.T stocks

Current situation is like No one wants To buy this Pack

But that is the best time to buy for longterm as Risk Reward is Favourable

Nifty Todays Low
16867

Today our Levels protected 16800

Short covering possible in next 3 to 5 days

Need Nifty to close above 17250 for two Days

Sportking

9M EPS - 229

Expected FY22 EPS - 300

FY23 Should be atlest 400+

Today's Low - 1484

Stock trading cheap below 5P.E on Fy22 & on FY24 basis its trading only 3.7 Times

Can give Good returns in medium to longterm

Low Volume counter

1300 - 1350 strong support zone