CA Tapan Doshi (SEBI RA: INH000015516) @catapandoshi Channel on Telegram

CA Tapan Doshi (SEBI RA: INH000015516)

@catapandoshi


Register for Free Masterclass on How to Compound Money to achieve Financial Freedom - https://workshop.catapan.in/ We are SEBI Registered Research Analyst : INH000015516

CA Tapan Doshi (SEBI RA: INH000015516) (English)

Are you looking to achieve financial freedom and learn how to compound your money effectively? Look no further than CA Tapan Doshi's Telegram channel, @catapandoshi. As a SEBI Registered Research Analyst with the registration number INH000015516, CA Tapan Doshi provides valuable insights and guidance on how to grow your wealth through smart investment strategies.

Join the channel to gain access to free masterclasses on compounding money and reaching your financial goals. Whether you are a beginner investor looking to learn the basics or a seasoned pro seeking advanced techniques, CA Tapan Doshi's channel has something for everyone.

By following @catapandoshi, you will receive regular updates on market trends, investment opportunities, and expert tips on maximizing your returns. Take advantage of this valuable resource to enhance your financial knowledge and take control of your wealth creation journey.

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CA Tapan Doshi (SEBI RA: INH000015516)

28 Jan, 12:28


"Is Pre-Budget Rally Started? DeepSeek, Budget, Impact on Market"

๐Ÿ“ข TIH Market Capsule - 28th Jan '25 ๐Ÿ“ข

๐Ÿ‘‰ Watch Now:
https://youtu.be/XSwDLFwu2ZE

๐Ÿ’ก Your investment clarity begins here!

๐ŸŽฏ Donโ€™t miss this in-depth analysis to stay ahead in your investment journey.

CA Tapan Doshi (SEBI RA: INH000015516)

28 Jan, 06:42


Budget-related fears and potential trade tariffs are adding to market uncertainty. News around the U.S. dollar and fiscal policies expected on February 1 could increase short-term volatility. A clearer market trend may emerge by next week.

CA Tapan Doshi (SEBI RA: INH000015516)

28 Jan, 06:05


FMCG stocks are bottoming out after sharp corrections and subdued quarterly results. Valuations for these companies are nearing multi-year lows. With two years of slow growth behind us, natural growth momentum could drive higher valuations in the coming quarters.

CA Tapan Doshi (SEBI RA: INH000015516)

28 Jan, 04:59


The upcoming U.S. Federal Reserve rate decision on Wednesday will likely dominate sentiment. While rates are expected to remain unchanged, markets are watching closely for guidance on future rate movements, especially given President Trumpโ€™s calls for lower borrowing costs.

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 14:50


๐Ÿ“ข Missed Yesterday's Republic Special Event?
No worries! ๐Ÿš€ We are LIVE NOW!

๐Ÿ‘‰ Join quickly before it's too late!
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CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 11:40


๐Ÿ”ด China's DeepSeek AI: Big Threat to Nasdaq?

๐Ÿ’ฅ Big Nasdaq Fall Coming?

๐Ÿ“… TIH Market Capsule - 27th Jan'25

๐ŸŽฅ Watch Now:
https://youtu.be/VPzJe5gpoys

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 10:41


๐ŸŒ TVS Motor Company Expands in Egypt ๐Ÿš€

TVS Motor Company, in collaboration with its local distributor Ezz LCV, has launched a new assembly line in Giza!
โš™๏ธ Annual Production Capacity: 100,000 units
๐Ÿ Focus Models: Apache RTR Series, HLX Motorcycles, XL 100 Moped

This move strengthens local production, meets rising two-wheeler demand, and contributes to Egyptโ€™s economy. A big step toward serving Egyptian customers better!

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 08:44


๐Ÿ’ก Rupee Volatility: A Wake-Up Call for Exporters

The recent fall in the rupee has hit exporters relying on complex derivative structures like TARF (Target Redemption Forward). This highlights the risks of chasing short-term gains in a low-volatility environment.

๐Ÿ“Œ Key Takeaway: Volatility reinforces the need to focus on long-term fundamentals and robust risk management strategies.

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 08:26


๐Ÿ’ก Crypto Alert: Bitcoin Crosses $100K!

Cryptocurrencies are making headlines as Bitcoin surges past the $100K milestone, with record inflows into spot Bitcoin and Ethereum ETFs. This highlights the growing acceptance of crypto as a diversification option.

๐Ÿšจ Caution: While the potential is exciting, investors must consider high volatility and the evolving regulatory landscape before diving in.

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 07:37


๐Ÿ’ก Budget 2025: Rural Focus on the Horizon?

Discussions around Budget 2025 are gaining momentum, with expectations of increased rural spending and cash transfers. The agri-sectorโ€™s push for higher subsidies and improved infrastructure hints at a potential policy tilt toward rural welfare.

This could create opportunities for companies catering to rural India, especially in FMCG, agri-equipment, and infrastructure sectors. Keep an eye on potential winners as the budget approaches!

CA Tapan Doshi (SEBI RA: INH000015516)

27 Jan, 07:14


๐Ÿ’ก Market Update: RBI's Windfall Transfer

Indiaโ€™s central bank is likely to transfer a significant โ‚น1.5-2 trillion to the government, thanks to gains from currency market interventions. This payout could provide much-needed relief for fiscal pressures.

However, with the NDAโ€™s reduced majority post-2024 elections, careful management of government expenditure will be crucial. Markets will closely watch fiscal discipline and its impact on economic stability.

CA Tapan Doshi (SEBI RA: INH000015516)

25 Jan, 06:59


Polycab, Coforge & Pidilite โ€“ Buy or Sell? Q3 Review in Detail

Want to know the investment verdict on these stocks?
Click the link to watch the full analysis:
https://youtu.be/ulkwar0pUa4

๐Ÿ“Š Detailed insights on Q3 performance and whatโ€™s next for these companies!

CA Tapan Doshi (SEBI RA: INH000015516)

24 Jan, 12:49


What to Buy Now? Buying Strategy - Value or Growth Stocks? TIH Market Capsule 240125
https://youtu.be/F_qNi2cuGuo

CA Tapan Doshi (SEBI RA: INH000015516)

24 Jan, 08:12


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CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 12:49


Institutional activity continues to drive market sentiment. FIIsโ€™ selling pressure could ease if emerging market returns improve, while retail investor participation may waver if broader markets fail to deliver.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 11:59


The renewable energy sector looks forward to potential incentives for local manufacturing and clean energy adoption in the Budget. Addressing execution challenges in this sector could unlock significant growth opportunities.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 11:02


๐ŸŒŸ Is HDFC Bank & HUL Bottom Out? ๐ŸŒŸ

๐Ÿ“ˆ Good Rally from Here?

๐Ÿš€ Watch today's TIH Market Capsule (23rd Jan '25)

๐Ÿ“บ Click here to watch now:
https://youtu.be/7HWJWJxDSno

๐ŸŽฏ Donโ€™t miss this in-depth analysis to refine your investment strategy.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 10:59


Expectations from the upcoming Union Budget include measures to put more money in the hands of consumers through tweaks to income tax rates and increased focus on the PLI schemes to support job creation and boost manufacturing.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 09:58


Earnings season remains a key focus, with high valuations and deteriorating macroeconomic conditions weighing on investor sentiment. Companies with strong balance sheets and consistent growth are likely to outperform.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 08:57


Global factors provided a mixed backdrop. News of the US considering lower tariffs on China offered short-term relief, while the moderation in the dollar index helped ease concerns about the rupee's depreciation.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 07:53


Domestic investments now exceed $50 billion annually, creating a cushion against global liquidity shocks. This shift reduces dependence on FIIs and positions India for more sustainable market growth in the years to come.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 06:52


Realty and consumer durables led the fall today, but select pockets like IT and banking could offer long-term opportunities. Indiaโ€™s growing labor force and evolving consumption patterns continue to present structural advantages.

CA Tapan Doshi (SEBI RA: INH000015516)

23 Jan, 05:46


Indiaโ€™s economy remains fundamentally strong with favorable demographics and a resilient domestic investment ecosystem. However, weak corporate earnings and slowing government capex are delaying the much-needed private investment cycle.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 14:39


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๐ŸŒŸ 10x Portfolio Growth Workshop ๐ŸŒŸ
is now LIVE!๐Ÿš€

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Chartered Accountant & SEBI Registered

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 12:36


๐ŸŽฅ "Is FII Continuous Selling Going to End Soon?"

๐ŸŒ TIH Market Capsule - 22nd Jan'25 ๐ŸŒ

๐Ÿ‘‰ Watch here:
https://youtu.be/omRomjnHPrg

Don't miss out on key insights for your investments.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 12:07


The India VIX has surged over 20% this year, reaching a high of 17.4 today. This indicates heightened market fear, driven by global uncertainties and domestic earnings pressures. Expect volatility to remain elevated ahead of the Union Budget.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 11:14


The Bank of Japan's potential rate hike this Friday has raised fears of tighter global borrowing conditions. This move could mirror the turbulence seen in August 2024, amplifying market uncertainty across geographies.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 10:28


Foreign Institutional Investors have sold equities worth over โ‚น56,000 crore in January alone, contributing to market volatility. While domestic SIP inflows of $3 billion monthly provide some cushion, the FII outflows remain a concern.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 09:25


Recent Q3 results have been underwhelming. Dixon Technologies plunged 14% post a sequential dip in profit, while Zomato dropped 9% due to Blinkitโ€™s expansion pressures. Oberoi Realtyโ€™s 7.6% fall reflects weak performance in the realty sector, further dampening market sentiment.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 08:39


President Trumpโ€™s warning of 100% tariffs on BRICS nations pursuing de-dollarization and 25% tariffs on Canadian and Mexican imports has unsettled global markets. India, being a key BRICS member, faces heightened uncertainty in trade dynamics.

CA Tapan Doshi (SEBI RA: INH000015516)

22 Jan, 06:08


The electric vehicle (EV) trend continues to gain momentum, particularly in two-wheelers, with faster adoption compared to cars. However, companies remain cautious, awaiting consumer pull before aggressively pushing EV models. This shift presents a long-term opportunity, but patience is key in tracking sectoral performance.

CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 05:56


๐Ÿšจโœจ Join Me on Twitter (X)! โœจ๐Ÿšจ

Iโ€™m highly active on my Twitter (X) account, sharing exclusive market insights and updates daily! ๐Ÿ“ณ๐Ÿ’ฅ

๐Ÿ“ฒ Click here to follow:
https://x.com/tapydoshi

Hereโ€™s what youโ€™ll get: ๐Ÿ‘
1๏ธโƒฃ Daily Market Updates ๐Ÿ“Š
2๏ธโƒฃ Detailed Stock Analysis & Video Links ๐Ÿ“ˆ
3๏ธโƒฃ Current Market Trends & Insights ๐Ÿ’น
4๏ธโƒฃ High-Conviction Stock Ideas ๐Ÿ™Œ
5๏ธโƒฃ Educational Content for Market Learners ๐Ÿ“บ

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CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 05:29


๐ŸŒŸ On a Fun Note! ๐ŸŒŸ

A 10% discount at a restaurant? ๐Ÿฐ Extra desserts on the table!
A 10% discount from a builder? ๐Ÿ  Letโ€™s go for the bigger house!
A 10% discount on flights? โœˆ๏ธ Spontaneous vacation booked!
A 10% discount on cars? ๐Ÿš— Time to drive home in style!

But when the stock market gives a 10% discount...
People panic and start selling! ๐Ÿ˜…


The irony of human behavior: Discounts are a thrill everywhere, but in investments, they create fear!

Whatโ€™s your take on this? ๐Ÿค”๐Ÿ“‰

CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 05:19


๐Ÿš— PG Electroplast Enters EV & Battery Manufacturing with Spiro Mobility ๐Ÿ”‹

๐Ÿ”น Partnership Update:
PG Electroplast Ltd (PGEPL), via its subsidiary PG Technoplast, has signed an agreement with Spiro Mobility to become the exclusive manufacturing partner for EVs and Lithium-Ion batteries in India.
Key Roles:

PG Technoplast: Setting up manufacturing facilities for EVs and batteries.
Spiro Mobility: Focusing on R&D, marketing, and distribution of EV products.

๐Ÿ—จ Vishal Gupta, MD (Finance), PGEPL:
"This venture opens new growth opportunities in the EV market in India."

๐Ÿ’ก A step forward for India's EV revolution!

CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 04:39


๐Ÿšจ Weโ€™ve just posted a New THREAD on Twitter! ๐Ÿšจ

๐Ÿ‘‰10 Luxury Ecosystem Stocks to Watch Out For in 2025 ๐Ÿ•ฐ๏ธ๐Ÿ’Ž๐Ÿท๐Ÿจ๐Ÿ“ˆ

Check out the details now and discover investment opportunities in the dynamic Indian stock market! ๐Ÿงต๐Ÿ‘‡
๐Ÿ”—
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CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 03:59


๐Ÿ’ฐ TOP DIVIDEND PAYING STOCKS (LAST 12 MONTHS) โ€“ As per Bloomberg

๐Ÿ“Š Dividend Yield:

VEDANTA: 10%
IOCL: 9%
BPCL: 7%
HIND ZINC: 7%
BROOKFIELD INDIA REIT: 7%
COAL INDIA: 6%
EMBASSY REIT: 6%
HPCL: 6%
MINDSPACE REIT: 5%
ONGC

๐Ÿ’ก Dividend yields are based on the trailing 12-month payouts. Always consider stock fundamentals and market conditions before investing.

CA Tapan Doshi (SEBI RA: INH000015516)

20 Nov, 03:16


๐Ÿ“ข NTPC GREEN ENERGY IPO โ€“ DAY 1 UPDATE ๐Ÿ“ข

๐Ÿ“Œ Subscription Status (Day 1 Total: 0.35x)

QIB: 0x
Non-Retail: 0.16x
Retail: 1.41x
Employees: 0.18x
Shareholders: 0.60x

๐Ÿ’ก Retail investors lead the way on Day 1! Stay tuned for updates as the subscription momentum builds.

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 14:57


๐Ÿšจโœจ Join Me on Twitter (X)! โœจ๐Ÿšจ

Iโ€™m highly active on my Twitter (X) account, sharing exclusive market insights and updates daily! ๐Ÿ“ณ๐Ÿ’ฅ

๐Ÿ“ฒ Click here to follow:
https://x.com/tapydoshi

Hereโ€™s what youโ€™ll get: ๐Ÿ‘
1๏ธโƒฃ Daily Market Updates ๐Ÿ“Š
2๏ธโƒฃ Detailed Stock Analysis & Video Links ๐Ÿ“ˆ
3๏ธโƒฃ Current Market Trends & Insights ๐Ÿ’น
4๏ธโƒฃ High-Conviction Stock Ideas ๐Ÿ™Œ
5๏ธโƒฃ Educational Content for Market Learners ๐Ÿ“บ

๐Ÿ“ฒ Click here to follow:
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Stay ahead in the market with real-time updates! ๐Ÿš€

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 11:57


Hi members (Stock Recommendations Service),

๐Ÿ“Š Market Daily Capsule (19.11.2024) is now available!

Click the link to access: ๐Ÿ”—
https://learn.thoughtfulinvestorshub.com/web/courses/66f3dc8ec8dcc6d3ed8bd6ea?chapter=673c7cb1c867a03a01af1389

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 10:42


๐Ÿ“Š Kohinoor Foods Q2 Results Update

๐Ÿ”ป Net Loss: โ‚น0.09 Cr vs โ‚น3.6 Cr (YoY) and โ‚น2.5 Cr (QoQ)
๐Ÿ“ˆ Revenue: โ‚น23.39 Cr, up 6% (YoY) but down 2% (QoQ)
๐Ÿ’น EBITDA: โ‚น3.79 Cr, up 61% (YoY) and 18% (QoQ)
๐Ÿ“Š Margins: 16.2% vs 10.66% (YoY) and 13.56% (QoQ)

๐Ÿ’ก Key takeaway: Significant improvement in EBITDA and margins, despite a marginal dip in quarterly revenue. Net loss almost wiped out, indicating better operational efficiency.

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 09:30


๐ŸŒฟ Can NTPC Green Be the Next Multibagger?

๐Ÿš€NTPC Green IPO is creating a buzz!

Is this a golden opportunity for long-term investors? Should you apply or skip?

๐Ÿ“บ Watch now :
https://youtu.be/jXYGEDJ1Pso

Don't miss out on this detailed review to make an informed decision!

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 08:36


๐Ÿ“‰ Short-Term Slowdown - Weakest Earnings Growth Since FY20

FY25 Earnings Growth: Downgraded to just 5%, the slowest since FY20.
Operating Profits: Grew only 4% YoY in Q2FY25, marking the slowest growth in four quarters.
Net Sales Growth (YoY trends):
Q3FY24: 5.4%
Q4FY24: 6.6%
Q1FY25: 8.1%
Q2FY25: 6.1%

Sector Insights:

IT Services: Facing headwinds due to weak global economic sentiments.
Consumer Demand: Muted recovery as purchasing power remains under pressure.

A cautious approach is advised amidst this challenging earnings environment.

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 07:53


NTPC Green Energy IPO: A Game-Changer? ๐Ÿšจ

Thinking about applying for the NTPC Green Energy IPO? ๐Ÿ“ˆ

Before you make your move, ensure you're well-prepared! Download our FREE eBook:
"7 Steps to Follow Before Applying for an IPO" to learn how to make informed decisions. ๐Ÿง 

๐Ÿ”—
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This guide will help you understand the essentials to maximize your success while investing in IPOs. ๐Ÿ’ผ

Donโ€™t miss outโ€”gain the knowledge you need before you invest!

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 07:34


๐Ÿ“ข Cooling as a Service - Entry of Adani & Tata

Indiaโ€™s two leading conglomerates, Tata Power and Adani Energy, are stepping into the cooling solutions business, introducing innovative models to meet the growing demand for energy-efficient cooling.

What is Cooling as a Service (CaaS)?

A centralized cooling model using chilled water for large-scale applications.
Businesses can outsource cooling infrastructure and operations, reducing energy costs and avoiding upfront investments.

Tata Power Focus:

Targeting realty and commercial sectors.
Key industries: airports, IT parks, data centers, and economic zones.

Adani Energy Focus:

Partnering with IESL to launch district cooling services (DCS), a sustainable and efficient cooling method.

Why It Matters:

As per India's Cooling Action Plan (ICAP), cooling energy demand is expected to grow 4x by 2037-38 (compared to 2017-18).
Firms using CaaS benefit from cost savings by paying only for usage while avoiding infrastructure investment.

A revolutionary shift in cooling solutions is underway, led by two of India's largest players!

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 06:35


๐Ÿ“ข NTPC Green Energy Limited IPO Details

๐Ÿ—“ Date: 19th - 22nd Nov, 2024
๐Ÿท Price Band: โ‚น102 - โ‚น108
๐Ÿ“ฆ Market Lot: 138 Shares
๐Ÿ’ฐ Application Amount: โ‚น14,904
๐Ÿ“ IPO Size: โ‚น10,000 Crores (Approx)
๐Ÿ‘ฆ Retail Portion: 10%
๐Ÿ“ƒ Retail Form: 5,90,446
๐Ÿ“„ HNI Small Form: 21,087
๐Ÿ“„ HNI Big Form: 42,175
๐Ÿท Face Value: โ‚น10
๐Ÿ“ƒ Shareholder Quota: โ‚น1,000 Crores โœ”๏ธ๐Ÿ’Ž

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 06:22


๐Ÿ“ข Krishna Defence & Allied Industries Ltd Concall Notes - Nov 2024

Company Overview:

Operates in Defence (94% of revenue) and Dairy (6%).
Manufacturing units in Halol (Defence) and Kalol (Dairy).
New office in Bangalore for subsidiary operations.

Product Portfolio:

Defence: Bulb bars for naval warships, T90 tank components, Bukhari heaters for high-altitude soldiers.
Certifications: American Bureau of Shipping and DNV approval for naval applications.
Subsidiary: WAVEOPTIX (focus on RF and optical fibre tech).
JV: Manufacturing composite doors and hatches for the Navy with a Netherlands-based partner.

Financial Highlights (H1 FY'25):

Revenue: โ‚น940.4M (+167% YoY).
EBITDA: โ‚น141.4M (+201%), margin: 15.04%.
PAT: โ‚น106M (+303%), margin: 11.27%.
Highest-ever revenue of โ‚น94 crores; order book at โ‚น282 crores.

Order Book & Execution:

Current book: 2.7x FY'24 revenue.
Orders worth โ‚น190 crores in H1 FY'25; execution in 12-18 months.
Upcoming inflow: โ‚น200-300 crores, with a 50% success ratio.

Growth Outlook:

Targeting 40% CAGR for the next 3-5 years.
CapEx planned for capacity expansion by Jan 2025.
Defence electronics poised for growth, with initial orders of โ‚น3.5-4 crores.

Challenges:

Balancing quarterly revenues to manage working capital.
Rising raw material costs due to stockpiling.
Competition from multinational players in defence tenders.

New Developments:

Successful trials for composite doors and hatches; orders expected soon.
Focused R&D on defence electronics for military-grade applications.
Expanding capabilities for domestic and export markets, prioritizing Indian Army needs.

Conclusion:

Management remains confident in achieving growth targets, supported by a strong order book, innovative products, and robust market demand.

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 06:02


๐Ÿšจ INSURANCE STOCKS IN FOCUS ๐Ÿšจ

๐Ÿ’ก The Government is likely to propose opening up the insurance sector to 100% FDI, according to reports.

๐Ÿ“œ Key Reforms Proposed:

Full foreign ownership could significantly boost capital inflows.
Aimed at increasing competition and improving penetration in the sector.

๐Ÿ“ˆ Potential Impact:

Increased foreign investments in major insurance players.
Enhanced growth prospects for the industry as a whole.

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 05:46


๐Ÿ“Š Waaree Energies Q2 Financial Highlights
โ€ข Net Profit: โ‚น3.62B vs โ‚น3.15B YoY; โ‚น3.94B QoQ
โ€ข Revenue: โ‚น35.74B vs โ‚น35.37B YoY
โ€ข EBITDA: โ‚น5.25B vs โ‚น5.17B YoY
โ€ข EBITDA Margin: 14.68% vs 14.62% YoY

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 05:31


Dear Profit Multiplier Service Members,

We have updated our verdict for NTPC Green Energy Limited IPO. To access the detailed analysis and our latest recommendation, please click the link below:

Access the Verdict Here ๐Ÿ‘‡:
https://learn.thoughtfulinvestorshub.com/web/courses/details/66fd0ca4c30bc8125fd30902

Stay tuned for more insights and updates on high-potential opportunities!

CA Tapan Doshi (SEBI RA: INH000015516)

19 Nov, 05:25


๐Ÿ“Š Who Owns Indian Markets?

1๏ธโƒฃ Private Promoters: 40.7%
2๏ธโƒฃ FPIs (Foreign Portfolio Investors): 17.9%
3๏ธโƒฃ Government: 11.2%
4๏ธโƒฃ Retail Individuals: 9.5%
5๏ธโƒฃ Domestic Mutual Funds: 8.9%
6๏ธโƒฃ Banks & Insurance: 5.6%
7๏ธโƒฃ Others: 6.2%

โœ”๏ธ A clear dominance by Private Promoters and FPIs, while Retail Investors continue to play a growing role in shaping market dynamics! ๐Ÿ’Ž

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 10:30


Iโ€™m hopeful that consumer demand will revive sooner rather than later if key growth drivers like infrastructure spending, real estate upcycle, and private sector capex continue to support economic activity in India.

However, with limited options on the monetary and fiscal front amid global uncertainties, the recent tapering in consumer demand is concerning.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 09:53


๐Ÿš€ LTTS Acquisition Update ๐Ÿš€

LTTS has successfully completed the acquisition of full ownership in both Intelliswift Software (India) Private Limited and Intelliswift Software Inc., with a total investment of up to USD 110 million. This strategic move strengthens LTTS's portfolio and expands its global capabilities. ๐ŸŒ

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 09:25


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Simply fill out the link below to get exclusive access to stock selection tools and a comprehensive demo video (worth โ‚น6999) that guides you through the process! ๐Ÿ“Š๐Ÿ’ก

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CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 08:52


๐ŸŒŸ Small Cap: India Electronics & AC Manufacturing Theme ๐ŸŒŸ

1๏ธโƒฃ Kaynes Tech
โžก๏ธ A leading end-to-end IoT solutions-enabled integrated electronics manufacturer in India, with a wide range of ESDM services.

2๏ธโƒฃ PG Electroplast
โžก๏ธ Specializes in Original Design Manufacturing (ODM), Original Equipment Manufacturing (OEM), and Plastic Injection Molding, serving over 50 Indian and global brands.

3๏ธโƒฃ EPack Durables
โžก๏ธ The 2nd largest room air conditioner ODM in India, with a 24% market share in domestically manufactured units by ODM in FY23. Focuses on Room Air Conditioners (RAC) and related components.

4๏ธโƒฃ Amber Enterprises
โžก๏ธ Holds a 23.6% share in the total Room Air Conditioner market, a key player in the Air Conditioner OEM/ODM industry in India.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 08:24


๐Ÿ“ˆ Focus on Quality & Value! ๐Ÿ“ˆ

Our goal is to buy strong stocks at undervalued levels. But remember, if a stock lacks growth, it might stay undervalued for a long time.

๐Ÿ’ก The market loves growth, and so do we! ๐Ÿ˜Š

Undervalued + Growth = The Best Bet ๐Ÿ’ธ

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 07:25


Iโ€™m optimistic about the IT services sector with improving demand in the U.S.

The new administration could boost corporate momentum, adding macro tailwinds for IT. Additionally, a potential INR depreciation against the US Dollar could further benefit Indian IT stocks.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 07:18


๐Ÿšจ KNR CONSTRUCTIONS Q2 RESULTS ๐Ÿšจ

๐Ÿ“ˆ Net Profit: โ‚น4.4B vs โ‚น1.47B (YoY); โ‚น1.7B (QoQ)
๐Ÿ’ฐ Revenue: โ‚น19.45B vs โ‚น10.38B (YoY)
๐Ÿ”ฅ EBITDA: โ‚น8.7B vs โ‚น2.3B (YoY)
๐Ÿ“Š EBITDA Margin: 44.72% vs 22.30% (YoY)

Stellar Performance! KNR Constructions has delivered impressive growth across all key metrics. ๐Ÿ“ˆ๐Ÿ‘

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 07:18


๐Ÿ“ข Techno Electric & Engineering Q2 Results ๐Ÿ“ข

๐Ÿ’ผ Net Profit: โ‚น942M vs โ‚น738M (YoY); โ‚น981M (QoQ)
๐Ÿ’ธ Revenue: โ‚น4.4B vs โ‚น4.6B (YoY)
โš™๏ธ EBITDA: โ‚น702M vs โ‚น776M (YoY)
๐Ÿ“‰ EBITDA Margin: 15.90% vs 16.78% (YoY)

A stable performance despite slight declines in revenue and margins. โš–๏ธ

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 07:17


๐Ÿš€ Neogen Chemicals Q2 Highlights ๐Ÿš€

๐Ÿ”น Revenue Growth: Driven by higher volumes in core business and added contribution from BuLi Chem, despite a challenging environment with weak pricing.

๐Ÿ”น Agchem Softness: Offset by positive demand in other applications.

๐Ÿ”‹ Neogen Ionics (Battery Chemicals): Initial commercial sales of Lithium Salts and Electrolytes received strong customer response, setting up for substantial growth next fiscal year.

๐Ÿ“ˆ EBITDA: Improved due to higher plant throughput and better operational efficiencies, with focus on sustaining profitability.

๐Ÿ’น Healthy Margins: Maintained at 17.9% despite pricing pressure and startup costs at Neogen Ionics.

๐Ÿ’ช Strong PAT Growth: Robust performance across operations.

โš™๏ธ Battery Chemicals CAPEX: Increased investment expected, which may lead to higher depreciation and interest costs.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 05:42


I think the risk of a global trade war, spurred by U.S. policy, could weigh on equity markets. In the past, China let the yuan weaken to counter tariffs, prompting RBI to allow INR to drift lower to keep Indian companies competitive.

Similar dynamics could unfold again, leading asset managers to adjust portfolios. A stronger USD may trigger FII outflows from emerging markets, including India. Domestically, consumer spending trends and monetary policy shifts will be closely watched.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 05:40


3 Major Reasons for Market Crash. More Downfall from here? How much can it fall?
https://youtu.be/LhfaUQg_wkA

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 04:13


Predicting short-term market movements isnโ€™t easy. A pullback of 8-12% in Nifty happens almost every year, and this time is no different.

While most of the price damage may be behind us, Nifty could enter a consolidation phase. Broader markets, especially small/microcaps, might face extended pressure due to high valuations.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 03:41


Ahead of its IPO, Swiggy receives an โ€˜underperformโ€™ rating from some brokerages, with a preference for Zomato over Swiggy. Not an encouraging start for Swiggyโ€™s public debut.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 02:12


๐Ÿ“ˆ Stocks to Watch Today!

1. PNB Housing Finance: Quality Investment Holdings PCC plans to sell a 9.43% stake at Rs 939.3/share. Quality currently holds 19.87% (source: CNBC-TV18).


2. Varun Beverages: Board approves acquisitions in Tanzania (Rs 1,304 Cr) & Ghana (Rs 127.1 Cr), securing PepsiCo franchise rights. Also buying remaining 39.93% in Lunarmech for Rs 200 Cr to make it a wholly-owned subsidiary.


3. Tata Chemicals: Tata Chemicals Europe to invest Rs 655 Cr in a new pharma-grade sodium bicarbonate plant in the UK, tripling capacity. Lostock plant production to end by Jan 2025.
Note: This Not for Stocks Recommendation

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 01:55


7. The global economy faces mixed signals with strong U.S. growth contrasting with European stagnation.

8. Persistent selling pressure in the markets is dampening any potential for a substantial rebound.

9. The rupee may depreciate by 8-10% against the dollar if Trump returns to office, affecting import costs and inflation.

10. Market volatility offers opportunities; focus on strategic checks and balances to build a long-term portfolio.

๐Ÿ’ฅ๐Ÿ’ฅ Click ๐Ÿ‘ the button if you like our Analysis โœจโœจ

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 01:51


4. U.S. tech sanctions are impacting global supply chains, with companies like TSMC halting advanced chip shipments to China.

5. Energy prices remain elevated, adding inflationary pressures globally and impacting consumer spending.

6. Market sectors with high China exposure are showing increased fragility amidst geopolitical shifts.

CA Tapan Doshi (SEBI RA: INH000015516)

13 Nov, 01:47


My Market Outlook

1. India's inflation breached the 6% limit in October, hitting a 14-month high at 6.2%, reducing chances of a rate cut in December.

2. Headline inflation is expected to fall below 5% by Q4 FY25, led by moderating food prices, creating room for a 25-bps rate cut by February.

3. Bitcoin approached an all-time high near $90,000 as investors seek assets that may benefit under U.S. policy changes.

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 16:57


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CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 15:52


Trent vs Dmart vs V-Mart Comparison. Should You Buy Trent at the Current Level?
https://youtu.be/fF51LZYWD24

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 11:33


๐Ÿ” IREDA vs PFC vs REC โ€“ Analyzing the Impact of the Recent Fall on Renewable Stocks and identifying the Best Stock to Invest for strong, sustainable returns! ๐Ÿ’น

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If you're looking to diversify and make informed decisions, this analysis is for you!
share with fellow investors, and make your next move with confidence!

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 11:30


Hi members (Stock Recommendations Service),

๐Ÿ“Š Market Daily Capsule (11.11.2024) is now available!

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CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 10:56


Waaree Energiesโ€™ stock has declined over 20% from its peak, highlighting the vulnerability of export-oriented businesses. With approximately 58% of its revenue from exports, primarily to the U.S., the companyโ€™s prospects are uncertain amid President-elect Trumpโ€™s opposition to renewable energy sectors.

While specific policies are yet to be announced, investor apprehension is evident. It may be prudent to avoid the stock until stability returns and selling pressure subsides. Investors with substantial profits might consider booking gains and exiting their positions.

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 10:16


๐Ÿ“ˆ Donald Trump Ignites Sharp Bitcoin Rally: Is $100K Incoming?

Last week, Donald Trump was re-elected as the US President, fueling a surge in crypto and equity markets. His pro-Bitcoin stance has been a driving force, with Bitcoin reaching an all-time high of $81,000. His vision includes a regulatory environment favoring crypto and even a potential Bitcoin strategic reserve, which could impact global financial structures.

With new demand entering the market, Bitcoin's momentum continues. But remember, investing in Bitcoin requires a balance of expectation and reality.

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 09:02


๐Ÿ“Š DEVYANI INTERNATIONAL Q2 RESULTS

Net Profit: โ‚น0.17 Cr vs โ‚น33.3 Cr YoY ๐Ÿ“‰
Revenue: โ‚น1222 Cr vs โ‚น820 Cr YoY ๐Ÿš€

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 08:56


๐Ÿ“ข AUROBINDO CONCALL HIGHLIGHTS ๐Ÿ“ข

๐Ÿ”น US Injectables impacted by supply challenges
๐Ÿ”น EBITDA Margin Target: Aiming for 21-22% for FY25
๐Ÿ”น Financial performance expected to improve in Oct-Mar vs Apr-Sept
๐Ÿ”น Kakinada Penicillin-G Unit breakeven expected in Jan-Mar
๐Ÿ”น US Pricing expected to be neutral in Oct-Mar
๐Ÿ”น Growth Drivers: Product launches and volume gains to boost US growth ๐Ÿ“ˆ

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 08:24


๐Ÿ“Š SAKSOFT Q2 RESULTS SUMMARY

Net Profit: โ‚น26 Cr vs โ‚น25 Cr YoY ๐Ÿ“ˆ
Net Revenue: โ‚น215 Cr vs โ‚น190 Cr YoY ๐Ÿ“ˆ
EBITDA: โ‚น37 Cr vs โ‚น34 Cr YoY ๐Ÿ“ˆ
Margin: 17% vs 18% YoY ๐Ÿ“‰

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 08:23


๐Ÿ“Š ORIENT GREEN Q2 RESULTS SUMMARY

Net Profit: โ‚น66 Cr vs โ‚น75 Cr YoY ๐Ÿ“‰
Revenue: โ‚น124 Cr vs โ‚น123.3 Cr YoY ๐Ÿ“ˆ
EBITDA: โ‚น102.2 Cr vs โ‚น101 Cr YoY ๐Ÿ“ˆ
Margins: 82.2% vs 82.2% YoY โš–๏ธ

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 08:23


๐Ÿ“Š PG ELECTROPLAST Q2 RESULTS SUMMARY

Net Profit: โ‚น19.3 Cr vs โ‚น12 Cr YoY ๐Ÿ“ˆ
Revenue: โ‚น670 Cr vs โ‚น460 Cr YoY ๐Ÿš€
EBITDA: โ‚น47.57 Cr vs โ‚น37.2 Cr YoY ๐Ÿ“ˆ
Margins: 7.07% vs 8.1% YoY ๐Ÿ“‰

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 07:57


๐Ÿ“ข KIMS Q2 Highlights ๐Ÿ“ข
โ€ข ARPOB grew by 22.9% YoY with a slight decline of 0.5% QoQ.
โ€ข ARPP increased by 9.7% YoY and 0.7% QoQ.
โ€ข IP Volume saw a growth of 9.1% YoY and 12.2% QoQ.
โ€ข OP Volume rose by 12.2% YoY and 12.5% QoQ.
Strong performance across key metrics! ๐Ÿ“ˆ

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 07:29


๐Ÿ“ข VEDANTA CONCALL KEY TAKEAWAYS
๐Ÿ”ง OPERATIONAL UPDATES ๐Ÿ”ง

๐Ÿš€ Strong Outlook for H2

Management is confident of achieving the 11 MT sales volume guidance for FY25.
H2FY25 is set to be a transformative period with various projects gaining momentum.
Expect stronger performance from Zinc International, iron ore, and steel in the coming months.

๐Ÿญ Aluminium Division Boost

Aluminium production capacity is targeted to reach 3-3.1 MTPA with 90% VAP content by FY26.
FY25 cost guidance at the aluminium division maintained at $1,625-$1,725/t (Q2FY25: $1,734/t).
Aluminium EBITDA per ton is likely to reach $1,200/t by Q2FY26.

๐Ÿ“‰ VRL DEBT UPDATE ๐Ÿ“‰

Debt at VRL has reduced to $4.8 billion, the lowest in over a decade.
$1 billion debt reduction in H1FY25, ahead of the target of $3 billion reduction over 3 years.
VRL aims to bring debt down to $3 billion by end-2027.

๐Ÿ”„ DEMERGER PROGRESS ๐Ÿ”„

The demerger process is progressing well, with the first NCLT hearing successfully concluded.

๐Ÿ’ผ VEDANTA LTD DEBT RATIO ๐Ÿ’ผ

Current net debt/EBITDA ratio stands at 1.49x, expected to drop below 1x soon.

๐Ÿ“ˆ Vedantaโ€™s strategic focus on debt reduction, strong operational outlook, and planned capacity expansion signal promising growth potential ahead!

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 07:11


๐Ÿšจ Weโ€™ve just posted a new THREAD on Twitter! ๐Ÿšจ

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CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 06:41


๐Ÿ“ข Exciting IPO Pipeline for 2024-25! ๐Ÿ“ข

Get ready for an action-packed year with some of the biggest names set to go public. Hereโ€™s a glimpse of the upcoming IPOs you wonโ€™t want to miss:

๐Ÿ”น Hero
๐Ÿ”น boAt
๐Ÿ”น Swiggy
๐Ÿ”น Motorola
๐Ÿ”น NSE

๐Ÿ”น LG
๐Ÿ”น Niva Bupa Health Insurance
๐Ÿ”น Hyundai
๐Ÿ”น Ather
๐Ÿ”น Hero FinCorp

๐Ÿ”น JSW Cement
๐Ÿ”น NSDL
๐Ÿ”น MobiKwik
๐Ÿ”น Waaree
๐Ÿ”น NTPC Green

๐Ÿ”น SJVN
๐Ÿ”น ONGC
๐Ÿ”น The Leela
๐Ÿ”น Asirvad
๐Ÿ”น Hexaware Technologies

๐Ÿ”น Fincare
๐Ÿ”น EbixCash
๐Ÿ”น Afcons
๐Ÿ”น ACME
๐Ÿ”น Polymatech

Stay tuned for more updates on dates and details! ๐Ÿ“ˆ This is a fantastic opportunity to keep an eye on for potential investments. ๐Ÿ“ฒ Follow us for the latest IPO news and market insights!

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 05:49


In the FMCG sector, the key indicator to watch is volume growth, volume growth, and volume growth. Margin improvement matters, but itโ€™s limited and cyclical due to raw material costs. Sustainable volume growth is what drives long-term performance.

Currently, volume growth is lacking, leading to one of the toughest quarters for FMCG stocks. Investors should keep this in mind when evaluating FMCG investments.

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 05:41


๐Ÿ“Š India Electrical Equipment Value Chain (FY23) ๐Ÿ“Š

Here's a breakdown of the major segments in India's electrical equipment industry, market sizes, and key players:

Power Transformers
๐Ÿ“ˆ Market Size: โ‚น65bn
๐Ÿ† Top Players: Hitachi Energy, GE T&D, CG Power, Siemens, TRIL, BHEL

Distribution Transformers
๐Ÿ“ˆ Market Size: โ‚น63bn
๐Ÿ† Top Players: Hitachi Energy, TRIL, CG Power, Siemens, Schneider, Voltamp

Switchgear (HV & LT)
๐Ÿ“ˆ Market Size: โ‚น49bn (HV) / โ‚น326bn (LV)
๐Ÿ† Top Players: Hitachi, GE, CG, Siemens, Schneider, ABB

Cables (LV & HV)
๐Ÿ“ˆ Market Size: โ‚น662bn
๐Ÿ† Top Players: Apar, KEI, Polycab, Universal, Havells

Capacitors
๐Ÿ“ˆ Market Size: โ‚น7bn
๐Ÿ† Top Players: Hitachi Energy, CG Power

Insulators
๐Ÿ“ˆ Market Size: โ‚น10bn
๐Ÿ† Top Players: Hitachi Energy, Aditya Birla Insulators, Modern Insulators

Energy Meters
๐Ÿ“ˆ Market Size: โ‚น27bn
๐Ÿ† Top Player: Genus

Transmission Towers
๐Ÿ“ˆ Market Size: โ‚น95bn
๐Ÿ† Top Players: L&T, Tata Projects, KEC, Kalpataru, Skipper

Conductors
๐Ÿ“ˆ Market Size: โ‚น107bn
๐Ÿ† Top Player: Apar

๐Ÿ”Œ India's electrical equipment industry is robust, with a wide range of companies leading across various segments. This value chain overview highlights opportunities in an evolving market.

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 05:23


Current quarterly results reveal that not everything is going well for Indian companies. Time for introspection to understand what went wrong where results fell short of expectations.

As investors, itโ€™s a reality check that not everything goes up constantly. Review results, reassess, and make informed decisions.l

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 05:11


Top 3 Hand Picked-Value Stocks to Buy Now!

The market has seen a significant correction recently, creating the perfect opportunity to invest! Nowโ€™s the time to capitalize on this dip for long-term gains. ๐Ÿ“Š๐Ÿ’ก

we have identified Top 3 Hand Picked-value stocks to Invest immediately across key sectors such as Defence, IT, and a leading stock with long-term growth potential in a key, often-overlooked industry. These stocks are positioned to capitalize on the potential of Nifty crossing 30,000 within the next 1.5 years! ๐Ÿ“ˆ

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๐Ÿ’กStock #1: A promising small-cap company driving growth in the defense and aviation industries

๐Ÿ’ก Stock #2 : A Mid-Cap Company Driving Platform Business Transformation through Domain, Enterprise, and Digital Innovation

๐Ÿ’ก Stock #3 : Bluechip Passenger Mobility Giant
A market leader in passenger mobility, backed by robust financials and consistent demand. This bluechip offers stable and reliable returnsโ€”ideal for conservative investors.

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Stock Recommendations Service members NOT required to subscribe

CA Tapan Doshi (SEBI RA: INH000015516)

11 Nov, 05:05


๐Ÿ“ข November Upcoming IPOs ๐Ÿ“ข
๐Ÿ“ˆ Mainboard


๐Ÿ“ BlackBuck (Zinka Logistics Solution Limited)
๐Ÿ—“ IPO Dates: 13-18 Nov
๐Ÿ’ฐ Issue Size: โ‚น1,114.72 Crores

๐Ÿ“ NTPC Green Energy
๐Ÿ—“ Expected IPO Dates: 18-21 Nov
๐Ÿ’ฐ Expected Issue Size: โ‚น10,000 Crores

๐Ÿ“ Avanse Financial Services
๐Ÿ—“ IPO Dates: TBA
๐Ÿ’ฐ Expected Issue Size: โ‚น3,500 Crores

CA Tapan Doshi (SEBI RA: INH000015516)

01 Nov, 08:15


๐Ÿšจ Ashoka Buildcon Acquisition Alert ๐Ÿšจ

Ashoka Buildcon has acquired a 34% stake in Ashoka Concessions Ltd from Macquarie SBI Infra and others for โ‚น1,526 crore. This move is a strategic step to consolidate control in the road infrastructure sector, strengthening Ashoka Buildconโ€™s position and expanding its influence in critical projects.

CA Tapan Doshi (SEBI RA: INH000015516)

01 Nov, 06:59


๐Ÿšจ Orion Power Update ๐Ÿšจ

Here's a snapshot of Orion Power's ambitious growth trajectory in the renewable energy sector:

๐Ÿ“ˆ Order Book: โ‚น2500 crore order book expected to be completed by November 2025.

โšก๏ธ Pipeline in Progress: 900 MW order pipeline under discussion, to be finalized over the next 3-4 months. Robust pipeline in solar projects expected for the next 3-4 years!

๐ŸŒฑ Investments Planned: โ‚น10,000 crore investment in Solar, Green Hydrogen, and Battery Energy Storage Systems (BESS) over the next 3-4 years.

๐Ÿ”‹ Capacity Goals: Targeting 1 GW in Solar EPC capacity by FY26E.

๐ŸŒž IPP Expansion: Aiming to add 400 MW Independent Power Producer (IPP) capacity by 2026.

CA Tapan Doshi (SEBI RA: INH000015516)

01 Nov, 04:40


๐Ÿ“ˆ Stocks To Watch

Auto Stocks: Keep an eye on Tata Motors, Maruti Suzuki, Eicher Motors, Escorts Kubota, Mahindra & Mahindra, Hero MotoCorp, Bajaj Auto, TVS Motor, and Ashok Leyland as October sales numbers are set to be released.

Aegis Logistics: Invested Rs 300 crore in subsidiary Aegis Vopak Terminals, raising its stake from 50.55% to 51.14%.

Alembic Pharmaceuticals: Jalaj Sharma resigns as Head of Technical Operations (Formulations) as of Oct 31.

Dalmia Bharat: Appoints Kailash Chand Birla as Head of Growth & Expansion and Udaiy Khanna as Head of HR, effective Nov 1.

Electronics Mart India: Opens a new 'Bajaj Electronics' store in Rajampet, Andhra Pradesh.

Goblin India: Filed papers with BSE to raise Rs 25 crore via further public offering.

Tierra Agrotech: CEO Hari Singh Chauhan resigns as of Oct 31.
Note:This is not stock recommendation

CA Tapan Doshi (SEBI RA: INH000015516)

31 Oct, 14:50


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CA Tapan Doshi (SEBI RA: INH000015516)

31 Oct, 12:14


๐Ÿช”โœจ *This Diwali, letโ€™s celebrate the Festival of Lights and the endless possibilities of wealth, success, and growth ahead. May your home shine bright with health, prosperity, and happiness!* โœจ๐ŸŒ 

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CA Tapan Doshi (SEBI RA: INH000015516)

31 Oct, 02:47


๐Ÿ“ˆ Stocks To Watch

Wipro
The technology services and consulting giant has announced a strategic collaboration with Microsoft and SAP to accelerate the migration of RISE with SAP on the Microsoft Cloud. This partnership aims to improve both speed and effectiveness for clients.

Adani Power
Adani Power has secured a power supply agreement with the Maharashtra State Electricity Distribution Company, to supply 1,496 MW (net) over the next 25 years. This long-term contract could strengthen Adani's position in the energy sector.

Yatharth Hospital and Trauma Care Services
Yatharth Hospital has entered a strategic collaboration to acquire a 60% stake in a 400-bed hospital in Faridabad, Haryana. As part of this agreement, they will invest Rs 91.20 crore to gain a majority stake in MGS Infotech Research & Solutions.

Allcargo Gati
Anish T Mathew, the company's Chief Financial Officer, has resigned for personal reasons, effective October 30.

CA Tapan Doshi (SEBI RA: INH000015516)

31 Oct, 00:50


Hereโ€™s a structured market outlook message with key points divided and formatted for clarity:

๐Ÿ“Š Market Outlook

1. Current Market Sentiment
โ€ข The market continues to struggle with an upward momentum, showing weakness as it falls with each brief rise. FIIs are persistently selling, although DIIs are buying, which indicates a lack of strong conviction in the market.
โ€ข However, thereโ€™s a positive sign with small-cap and mid-cap stocks showing growth, suggesting a potential recovery in the broader market.
โ€ข ๐Ÿ›ข๏ธ Oil Prices are around $71-73 per barrel, with some reports predicting a drop to $60 due to lower demand and oversupply, which would be a strong positive for the market.
#MarketWeakness #FIIsSelling #OilPrices
2. Quarterly Results & Future Outlook
โ€ข Upcoming quarterly results, especially from the banking sector, will be crucial to gauge market direction. If results align with expectations, it could lend support to the marketโ€™s foundation.
โ€ข Despite current market concerns, the overall results havenโ€™t been negative enough to prevent potential recovery, given that good earnings could stabilize sentiment.
โ€ข Focus on Quality Stocks: Rather than chasing fast-moving stocks, focus on fundamentally strong companies with positive earnings and management commentary.


3. Long-Term Investment Strategy
โ€ข With Diwali approaching, avoid excessive market worries and shift attention to stock-specific strategies. Focus on stocks with sound fundamentals and management vision for long-term growth.
โ€ข The broader market recovery will eventually lead to gains across indices, so building a resilient portfolio now could yield benefits over time.
โ€ข Caution for 2024: Returns may not mirror the last two years, so conservative strategies could be wise to protect capital while still aiming for long-term wealth creation.

๐Ÿ“ˆ Final Thoughts
Now is an opportune time to accumulate quality stocks with robust fundamentals for long-term investment. Staying conservative with capital but optimistic in stock selection can pave the way for solid returns as the market stabilizes.

Click like ๐Ÿ‘ button if you like our analysis ๐Ÿ™

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 13:32


๐Ÿ”ฅ ONE HOUR TO GO ๐Ÿ”ฅ

๐ŸŒŸ Special Mega Diwali Offer: 10X Growth Portfolio Workshop ๐ŸŒŸ

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๐Ÿ’ธ Begin your journey towards financial growth and strategic investing this Diwali!
๐ŸŒฑ Letโ€™s grow together this festive season! ๐ŸŒฑ

Warm regards,
CA Tapan Doshi Team
Chartered Accountant & SEBI Registered Research Analyst

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 11:00


Two-wheeler sales started slow this quarter, but festive season could turn things around.

Navratri already showed 10-11% growth, and hopes are high for #Dhanteras and #Diwali to push sales upward.

Though #BajajAuto remains cautious, a 7-8% Diwali sales increase would be great for the sector.

A strong season can lift volumes and stock prices, fingers crossed for a positive boost!

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 09:36


๐Ÿ“ฐ Dhanteras Delight: RBI Shifts 102 Tonnes of Gold to India! ๐Ÿ‡ฎ๐Ÿ‡ณโœจ

In a major move, the Reserve Bank of India has transferred 102 tonnes of gold from the Bank of England to secure locations within India, taking the total domestic gold stock to 510.5 tonnes! This is part of a two-year shift totaling 214 tonnes from overseas to strengthen India's financial security amidst global uncertainties. ๐Ÿ“ˆโœจ

๐Ÿ”น Total RBI Gold Holdings: 854.7 tonnes (as of Sept 2024)
๐Ÿ”น Gold Moved to India (Last 2 Years): 214 tonnes
๐Ÿ”น Reason: Enhanced geopolitical concerns & payment balance strategy

๐Ÿ’ก Fun fact: This decision is not just about gold security; it's also a nod to India's growing financial autonomy! ๐Ÿ“Š

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 05:50


Diwali is here, and itโ€™s that time when I know Iโ€™ll gain 2-3 kgs ๐Ÿ˜„

Sweets are coming in, delicious homemade snacks are ready โ€“ who can resist?

Itโ€™s the festival of joy, and controlling food cravings feels impossible!

How can I blame my body when my mind canโ€™t say no to these treats?

This is the Diwali tradition โ€“ if you donโ€™t gain 2-3 kgs, did you really celebrate?

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 05:21


Dear Profit Multipliers Members, We sent one Sell Call today. Please Check your Mail Box.

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 05:14


Will Dixon continue to Outperform? Detailed Analysis of FY25Q2 Results.
https://youtu.be/ABZ3c0N3YeU

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 03:46


๐Ÿ“ข Top 4 Stocks to Watch Out for Upcoming Stock Splits in November 2024 ๐Ÿ“Š

With Q2 earnings season underway, some companies are also gearing up for stock splits in November. These splits aim to improve liquidity, boost accessibility, and attract a wider range of investors. Hereโ€™s a quick rundown on the top stocks for upcoming splits:

๐Ÿš€ 1. Contil India
Contil India has announced a 1:5 stock split, reducing its face value from โ‚น10 to โ‚น2. Set for Nov 13, 2024, this split is expected to enhance share accessibility, especially for small investors.

๐Ÿ’Ž 2. Motisons Jewellers
On Nov 9, 2024, Motisons Jewellers will execute a 1:10 stock split. Known for its extensive jewelry line, this move aims to increase liquidity and make shares more affordable.

๐Ÿ’ผ 3. Systematix Corporate Services
With a 1:10 stock split effective on Nov 5, 2024, Systematix is aligning this move with expansion plans in its AIF and brokerage divisions, aiming to broaden its investor base.

๐Ÿญ 4. Premier Polyfilm
Premier Polyfilm will implement a 1:5 stock split on Nov 5, 2024. The companyโ€™s recent growth in vinyl and PVC products suggests this move could attract long-term interest.

๐Ÿ” Why Stock Splits Matter
While stock splits can increase trading volume and accessibility, they donโ€™t affect a companyโ€™s intrinsic value. Itโ€™s essential to evaluate a company's fundamentals and market outlook before investing.

Disclaimer: This content is for educational purposes only does not stock recommendation

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 03:15


๐Ÿ“ข Results Today - October 30 ๐Ÿ“ข

The following companies are set to announce their Q2 September earnings today:

Larsen & Toubro
Tata Power
Dabur India
Biocon
Aditya Birla Capital
3i Infotech
Aeroflex Industries
AGS Transact Technologies
AIA Engineering
Automotive Axles
DCM Shriram
Grindwell Norton
IRB Infrastructure Developers
KRN Heat Exchanger and Refrigeration
The New India Assurance Company
Paisalo Digital
Procter & Gamble Hygiene & Health Care
Protean eGov Technologies
Prudent Corporate Advisory Services
Sterlite Technologies
TTK Prestige

Stay tuned for key updates! ๐Ÿ“ˆ

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 02:00


๐Ÿ“‰ Prestige Estates Projects Q2 Results (YoY) ๐Ÿ“‰

Net Profit: Drops significantly by 77.4% to โ‚น192.2 crore vs. โ‚น850.9 crore
Revenue: Increases by 3% to โ‚น2,304.4 crore vs. โ‚น2,236.4 crore
Other Income: Falls sharply to โ‚น119.4 crore vs. โ‚น1,019.6 crore
Tax Write-Back: โ‚น51.9 crore this quarter, compared to tax expenses of โ‚น256.4 crore last year

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 01:59


๐Ÿ“‰ Container Corporation of India Q2 Results (YoY) ๐Ÿ“‰

Net Profit: Slight decline of 0.6% to โ‚น366.3 crore vs. โ‚น368.5 crore
Revenue: Up by 4.2% to โ‚น2,287.8 crore vs. โ‚น2,194.9 crore
Exceptional Loss: โ‚น33.32 crore this quarter, compared to Nil last year

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 01:58


๐Ÿ“Š GlaxoSmithKline Pharmaceuticals Q2 Highlights (YoY) ๐Ÿ“Š

Net Profit: Rises by 16.1% to โ‚น252.5 crore vs. โ‚น217.5 crore
Revenue: Increases by 5.6% to โ‚น1,010.8 crore vs. โ‚น957 crore
EBITDA: Grows by 11.1% to โ‚น321.7 crore vs. โ‚น289.5 crore
EBITDA Margin: Expands by 150 bps to 31.8% vs. 30.3%

๐Ÿ“ข Special Announcement: The company declares a special interim dividend of โ‚น12 per share.

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 01:39


๐Ÿ“ˆ Stocks to Watch Today ๐Ÿ“‰

Torrent Pharmaceuticals Promoter Torrent Investments is reportedly set to offload up to 2.9% of its stake in Torrent Pharma through block deals, with a floor price of โ‚น3,022.71 per share. The base size of the issue is โ‚น2,500 crore, with an additional upsize option of โ‚น500 crore. Torrent Investments held a 71.25% stake in the company as of September 2024. (Source: CNBC-TV18)

Reliance Industries Reliance New Energy, a subsidiary of Reliance Industries, has acquired the remaining equity in Faradion, increasing its stake to 100%. This acquisition makes Faradion a fully-owned subsidiary, enhancing Relianceโ€™s position in the energy storage space.

RITES The company has entered an MoU with SAIL-Bokaro Steel Plant (SAIL-BSL) to provide project management consultancy for rail connectivity. This includes consultancy for both existing and new tracks at Bokaro Steel Plant in Jharkhand.

Fortis Healthcare Fortis has obtained Competition Commission of India (CCI) approval to acquire all stakes held by International Finance Corporation, NYLIM Jacob Ballas India Fund III LLC, and Resurgence PE Investments in Agilus Diagnostics, a significant subsidiary of Fortis.

Sar Televenture The Board has approved the acquisition of a 91% stake in Tikona Infinet for โ‚น669.04 crore. The payment includes a cash payout of โ‚น374.85 crore and a share swap of โ‚น294.19 crore. Tikona is known for providing wireless broadband services across India. ** This is NOT Stock Recommendations. Click like ๐Ÿ‘ button if you like our analysis ๐Ÿ™

CA Tapan Doshi (SEBI RA: INH000015516)

30 Oct, 01:01


Title: Market Outlook for Diwali and Samvat 2081

1. Positive Trend in Nifty: Despite cautious expert opinions for Samvat 2081, Nifty has shown a positive trend over the last two days, creating a hopeful sentiment in the market as Diwali approaches.
2. High Valuations and Potential Corrections: Many sectors are facing high valuations, which may lead to gradual corrections. Investors should anticipate this consolidation period, which might take time to stabilize valuations.
3. Long-Term Indian Bull Run Intact: The long-term growth story for India remains strong, even though short-term fluctuations, like FII outflows and mixed Q2 results, may create temporary challenges.
4. Investment Strategy During Diwali: Diwali season could be a good time to invest in high-quality stocks and stay committed for the long term. While the market may face headwinds, patient investors will benefit from the tide eventually turning.
5. Be Cautious with Overvalued Stocks: Avoid over-investing in momentum stocks, especially those with inflated valuations, as the market may penalize overvalued sectors or stocks that donโ€™t show fair valuation levels.
6. Sector-Wise Observations:
โ€ข Banking: Large banks are performing well, while smaller banks face challenges in microfinance lending.
โ€ข IT Sector: The IT sector is showing resilience, with results exceeding expectations, making it a sector to watch in the coming months.


Click like ๐Ÿ‘ button if you like our analysis ๐Ÿ™