Nifty down - 835 points @ 16225 ( 4.90%)

Retesting 16400 zone and now comfortably below it

16000 - 15800 - next support zone.

High chances Tomm also we can see unwinding and Pressure on markets due to margin pressure

Remember these Black Days in Stock Market History

Kargil War
WTC Attack
Iraq War
Lehman Mega Crisis of 2008
Eurozone Crisis
China Stocks Sell Off
Worldwide Covid Sell Off

Now Ukraine - Russia War

Stock Market is bound to hit fresh high again but not instantly it needs time To digest Things--- stablise----consolidate --- need time to Build BASE & Than upmove is seen

Its your Daring & Mindset & Patience & Just Ignore the Noise in short term

World 🌎 is not going To end in coming few days/Months/Years
Even Pandemic Recovered the current situation has to recover after few days/Months

There wld be lots of political Statements coming in next few Days

Just stay calm --- Don't Panic & Sell Your GEMS

Buy only fundamentally strong stocks/ bussiness

Best To to Build Portfolio in SIP MODE

BUYING CAN BE DONE IN 3 TO 4 PARTS

GO WITH STRONG STOCKS ONLY

Joh stocks 2700 - 2800 pe aacha lag raha tha woh stock ab 1842 pe hai example Deepak Nitrite --- No change in Fundamentals --- If u believe in company than take decision as per Your Vision & Risk

Many Good & Fundamentals stromg stocks available at very good Rate for longterm with good Risk Reward Ratio

Buy those companies which are not directly connected or use Raw material from Russia or Ukraine or use Crude as raw material

Deepak Nitrite
Navin flourine
Bharat Rasayan
Meghmani Finechem
Vinati organics
Laxmi organic
Jubilant Ingrevia
Srf
LTTS
LTI
TCS
Infosys
WIPRO
MASTEK
KPIT TECH
Dmart
Affle India
P.I Inds
CDSL
KPR mills
Poonawala Fincorp
Medicamen Biotech
Lincoln pharma
Jeevan Scientific
Lakshmi machine (LMW)
Tech mahindra
Asian paints
Bajaj finserv
Rain Inds
Delta Corp
GNFC
Deepak fertliser
Globus spirit
Dwarikesh sugar
Praj inds
Sakar Healthcare
GM BREWERIES
Mangalam organic
Gravita
Bajaj steel
Oberoi Realty
Godrej Properties
Kopran
Praj Inds
Excel Inds
Sandur Manganese


List is long might have missed many stocks


Disclsimer - 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.

Sportking

1039

One can look To add At cmp & on Dips too around sub 1000 zone

PURE INVESTMENT ONLY 12 TO 24 MONTHS

Gave good numbers in last Qtr

Nifty shld Face huge huge Resistance @ 16800 - 16850 & 17050 zone

Today's Bounce was as mkts were Extremely Oversold Zone

Today 7pm US & NATO meet.Anything can Happen

This is just a Bounce --- No Clear trend till we cross 17050 zone

Stocks that wld cross yesterday High

Wld show more strength 💪 Going Forward
( same strategy one can Apply to other stocks picks also)

Keep those stocks on Radar

Simple strategy Add those stocks on Dips & on Crash & SELL at Bounce

DEEPAK FERTLISER

💚 in Red Mkts

ADANI WILMAR

💚 in Red Mkts

Only 1 Strategy working

Stocks that has crossed recent Lows and are trading Above 24th Feb HIGH

WOULD RECOVER FASTER & Would OUTPERFORM markets going Forward

Few such stocks

Adani wilmar
AFFLE
Deepak fertliser
GNFC
GLOBUS SPIRIT
LAXMI ORGANIC
LMW
KPR MILLS
KOPRAN
EXCEL INDS
Dwarikesh sugar
LTTS

List is long wld try To update such other picks

PAYTM

773

KPR MILL likely to post PAT of 850 To 900Cr in FY23 with EBITDA Margins in the range of 22-26% & ROCE >25%.

FY23 would be the year where ramp up of the garmenting and ethanol facility provide visibility for high teens earnings growth.

Stock trades at 22 times 1yr forward earnings

KPR MILLS WE EXPECTING IS IN STRUCTURAL UPMOVE FOR NEXT 2 TO 3 YEARS

Sportking

Expecting to Be 2x/3x in next 12/24/36 months

Pick UR TOP CHEMICAL PICK. WE already have picked our BEST

Largecap I.T & Midcap I.T are in structural Bull Market

All Our Top picks have corrected to very good Levels

I.T again can start outperforming in next 3 to 4 qtrs

Results of most I.T companies were good. There was some margin pressure but this wld get set off going forward

Ukraine - Russia Meeting to be scheduled at 3.30PM Today

After Indian Equities are closed

Wednesday Gap Up or Gap Down??

Today's Recovery Giving Hint??

Don't Short Atleast

Ukrainian delegation expected to arrive for negotiations with Russia in next 90 minutes to 2 hours – Head of Russian delegation

This scenario can Happen in market in next Few days or within a month or two.

Russia & Ukraine war will end OR They wld come at some Negotiation ( War can't continue for longtime it has to end at some point of time)

Than European countries would slowly lift all Ban on Russia in few days/Months

Crude oil prices would come down

Nifty/Sensex/Bank Nifty after Bottoming out & Making STRONG BASE will start its upwards journey

Stocks will move in expectation of earning growth for Q4

Companies declaring Better Numbers would be Rewarded

Winner 🏆--- Those who bought Good Quality Bussiness in uncertainties Times and in Panic
Would Benefit the Most

GNFC = Gujarat Narmada Valley Fertilizers & Chemicals

A Chemical Major in love with a Fertilizer Minor

GNFC - A small peek into Valuations and Results before studying the Business

Posted Best ever Results - It was a clear Bumper

An EPS of 35 in a Quarter with a Margin of 28% and Sales at 2400 crores

Trades at a P/E of 6 ... Yes you heard me right .. A P/E of 6 ..

Reserves - 7200 Crores

Debt - ZERO

The FII have kicked their Stake up from 14% to 17%

The Public Stake is Decreasing.
A Killer combination for a stock to start it's Upward Journey .

GNFC is a cyclical . But the Antidumping duty makes it a Partial Cyclical Story and infact more of a Structural.

The diversification of GNFC into many streams and chemicals rather than concentrating its dependance on just 1-2 chemicals makes this a great name .

When one product dominates a business ( That too in a Cyclical ) it's not a great place to put your feet in.

TDI - Prices are steadily in Rise and Antidumping duty is a Cherry on the Cake

Aniline is the next engine in GNFC
The other engines for GNFC are as follows

Formic Acid
Technical Grade Urea
Acetic Acid
Ethyl acetate