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