Nifty view same

Was super Busy.....Wanted to update but nvr Got Time

All Super Run
Denora -- 10%
Gokex -16%
Shilchar Tech - 20% UC

Common Question asked now a Days markets are down and Overall It seems markets Aur nichee Jaayega

Kya Lagta hai markets??

Su Laage chee Market??

Should we book 📈 profits?

Our Answer

Short Term - Shld book profits in individual scripts

Medium Term - Keep Trailing and Manage Risk. More stock specific

Longterm :

we are betting on businesses and not on markets. Sentiments effects the price of the stocks and not the businesses they are into.
In the short term, sentiments win but in the Longer term Businesses WINS.

JSW energy

Good numbers

Revenue # 2440cr vs 1570cr
PBT # 969cr vs 132cr Vs 407cr Q3
FY22 EPS # 10.50 vs 4.80

Rubel vs Dollar

hits a new 52 Week Low of 67.25 which had gone to 120 when the war outbreak had happened in March - April

What does this hint??

DXY( U.S Dollar Index) is still hovering around 103.50
It has to break 103 on closing to confirm the bearish view which will be a big +ve for Equities especially for Indian Equities

Need To watch closely 👀

DEEPAK NITRITE

TO ANNOUNCE ITS NUMBERS TODAY AFT MARKET HOURS

Showing Strength before Numbers

DENORA 5% UC
Shilchar Tech 19.5%
Gokex Flat

Time techno shld See Run up once 100 crossed

ANGEL ONE

Retest Lower zone

At days low

1708

Support@ 1699 & 1600

Shld Do well in next 3 to 4 Qtrs

RBI GOVERNOR SHAKTIKANTA DAS TO SPEAK AT 2PM TODAY

Nifty at Days Low - 16831

Support@ 16800

2PM whats Announcement Coming??


RBI may hike rates ??

or

suck out some of the excess Liquidity from the system??

Need To wait & Watch

ZOMATO

Hits 52wk LOW

64.55

Valuation always Matters.....

Zomato market cap now @ 51000 cr from 1 Lac Cr

POLYPLEX

Again showing strength 💪

💚 in Red ❤️ Markets

40 bps REPO RATE Hikes by RBI

New Repo Rate 4.40%

NXT Fed Hike Coming 🔜

NIFTY BROKEN

16800 - 16750 ZONE

Days Low @ 16724

Next Support zone @ 16420 - 16200 - 16000

Many Brokers are facing Margin issue and not able to execute fresh trades ,as Exchange Block Margin as per new Rules Of 50 % cash & 50% shares credit in Fno Segment which is implemented from 2 nd May in Fno segment

This can be one of the Reason for more severe Fall

FROM HIGHS OF 2755

Now @ 2584 ( Days Low)

Support@ 2580/2490

DEEPAK NITRITE Q4 FY22

Dividend - Rs.7

Phenolics: 58.5% of Total revenue
Basic Inter: 20.8%
Fine & Sp Chem: 12.3%
Perf Prod: 8.4%

Basic Intermediates & PP segments lead the growth & Margin pressure Due to phenolic division

QOQ Good & YOY down.

Overall Decent Numbers in Inflationary Qtr

QOQ Basis & YOY Basis

REVENUE # 1872cr vs 1722cr vs 1463cr

Other Income # 3.42cr VS 25.75 cr VS 5.94cr

OPM # 21.92% VS 20.43% VS 31.07%

PBT # 362cr VS 325cr VS 390cr

PAT # 267cr VS 242.46cr VS 290cr
QOQ 10% Up & YOY

EPS # 19.59 VS 17.8 VS 21.27

FY22 EPS # 78