CA Tapan Doshi (SEBI RA: INH000015516)

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🌟 On a Fun Note! 🌟

A 10% discount at a restaurant? 🍰 Extra desserts on the table!
A 10% discount from a builder? 🏠 Let’s go for the bigger house!
A 10% discount on flights? ✈️ Spontaneous vacation booked!
A 10% discount on cars? 🚗 Time to drive home in style!

But when the stock market gives a 10% discount...
People panic and start selling! 😅

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

What’s your take on this? 🤔📉

🚗 PG Electroplast Enters EV & Battery Manufacturing with Spiro Mobility 🔋

🔹 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.

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

💡 A step forward for India's EV revolution!

🚨 We’ve just posted a New THREAD on Twitter! 🚨

👉10 Luxury Ecosystem Stocks to Watch Out For in 2025 🕰️💎🍷🏨📈

Check out the details now and discover investment opportunities in the dynamic Indian stock market! 🧵👇
🔗 https://twitter.com/tapydoshi

💰 TOP DIVIDEND PAYING STOCKS (LAST 12 MONTHS) – As per Bloomberg

📊 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

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

📢 NTPC GREEN ENERGY IPO – DAY 1 UPDATE 📢

📌 Subscription Status (Day 1 Total: 0.35x)

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

💡 Retail investors lead the way on Day 1! Stay tuned for updates as the subscription momentum builds.

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Stay ahead in the market with real-time updates! 🚀

Hi members (Stock Recommendations Service),

📊 Market Daily Capsule (19.11.2024) is now available!

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

📊 Kohinoor Foods Q2 Results Update

🔻 Net Loss: ₹0.09 Cr vs ₹3.6 Cr (YoY) and ₹2.5 Cr (QoQ)
📈 Revenue: ₹23.39 Cr, up 6% (YoY) but down 2% (QoQ)
💹 EBITDA: ₹3.79 Cr, up 61% (YoY) and 18% (QoQ)
📊 Margins: 16.2% vs 10.66% (YoY) and 13.56% (QoQ)

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

🌿 Can NTPC Green Be the Next Multibagger?

🚀NTPC Green IPO is creating a buzz!

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

📺 Watch now : https://youtu.be/jXYGEDJ1Pso

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

📉 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.

NTPC Green Energy IPO: A Game-Changer? 🚨

Thinking about applying for the NTPC Green Energy IPO? 📈

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📢 Cooling as a Service - Entry of Adani & Tata

India’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!

📢 NTPC Green Energy Limited IPO Details

🗓 Date: 19th - 22nd Nov, 2024
🏷 Price Band: ₹102 - ₹108
📦 Market Lot: 138 Shares
💰 Application Amount: ₹14,904
📏 IPO Size: ₹10,000 Crores (Approx)
👦 Retail Portion: 10%
📃 Retail Form: 5,90,446
📄 HNI Small Form: 21,087
📄 HNI Big Form: 42,175
🏷 Face Value: ₹10
📃 Shareholder Quota: ₹1,000 Crores ✔️💎

📢 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: ₹940.4M (+167% YoY).
EBITDA: ₹141.4M (+201%), margin: 15.04%.
PAT: ₹106M (+303%), margin: 11.27%.
Highest-ever revenue of ₹94 crores; order book at ₹282 crores.

Order Book & Execution:

Current book: 2.7x FY'24 revenue.
Orders worth ₹190 crores in H1 FY'25; execution in 12-18 months.
Upcoming inflow: ₹200-300 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 ₹3.5-4 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.

🚨 INSURANCE STOCKS IN FOCUS 🚨

💡 The Government is likely to propose opening up the insurance sector to 100% FDI, according to reports.

📜 Key Reforms Proposed:

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

📈 Potential Impact:

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

📊 Waaree Energies Q2 Financial Highlights
• Net Profit: ₹3.62B vs ₹3.15B YoY; ₹3.94B QoQ
• Revenue: ₹35.74B vs ₹35.37B YoY
• EBITDA: ₹5.25B vs ₹5.17B YoY
• EBITDA Margin: 14.68% vs 14.62% YoY

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:

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

📊 Who Owns Indian Markets?

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

✔️ A clear dominance by Private Promoters and FPIs, while Retail Investors continue to play a growing role in shaping market dynamics! 💎

I’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.

🚀 LTTS Acquisition Update 🚀

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. 🌐

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🌟 Small Cap: India Electronics & AC Manufacturing Theme 🌟

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

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

3️⃣ EPack Durables
➡️ 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.

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

📈 Focus on Quality & Value! 📈

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.

💡 The market loves growth, and so do we! 😊

Undervalued + Growth = The Best Bet 💸

I’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.

🚨 KNR CONSTRUCTIONS Q2 RESULTS 🚨

📈 Net Profit: ₹4.4B vs ₹1.47B (YoY); ₹1.7B (QoQ)
💰 Revenue: ₹19.45B vs ₹10.38B (YoY)
🔥 EBITDA: ₹8.7B vs ₹2.3B (YoY)
📊 EBITDA Margin: 44.72% vs 22.30% (YoY)

Stellar Performance! KNR Constructions has delivered impressive growth across all key metrics. 📈👏

📢 Techno Electric & Engineering Q2 Results 📢

💼 Net Profit: ₹942M vs ₹738M (YoY); ₹981M (QoQ)
💸 Revenue: ₹4.4B vs ₹4.6B (YoY)
⚙️ EBITDA: ₹702M vs ₹776M (YoY)
📉 EBITDA Margin: 15.90% vs 16.78% (YoY)

A stable performance despite slight declines in revenue and margins. ⚖️

🚀 Neogen Chemicals Q2 Highlights 🚀

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

🔹 Agchem Softness: Offset by positive demand in other applications.

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

📈 EBITDA: Improved due to higher plant throughput and better operational efficiencies, with focus on sustaining profitability.

💹 Healthy Margins: Maintained at 17.9% despite pricing pressure and startup costs at Neogen Ionics.

💪 Strong PAT Growth: Robust performance across operations.

⚙️ Battery Chemicals CAPEX: Increased investment expected, which may lead to higher depreciation and interest costs.

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.

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

Predicting short-term market movements isn’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.

Ahead of its IPO, Swiggy receives an ‘underperform’ rating from some brokerages, with a preference for Zomato over Swiggy. Not an encouraging start for Swiggy’s public debut.

📈 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

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.

💥💥 Click 👍 the button if you like our Analysis ✨✨

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.

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.

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

🔍 IREDA vs PFC vs REC – Analyzing the Impact of the Recent Fall on Renewable Stocks and identifying the Best Stock to Invest for strong, sustainable returns! 💹

📲 Watch now : https://youtu.be/uhYe3O8QF_o

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!

Hi members (Stock Recommendations Service),

📊 Market Daily Capsule (11.11.2024) is now available!

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Waaree Energies’ 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 company’s prospects are uncertain amid President-elect Trump’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.

📈 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.

📊 DEVYANI INTERNATIONAL Q2 RESULTS

Net Profit: ₹0.17 Cr vs ₹33.3 Cr YoY 📉
Revenue: ₹1222 Cr vs ₹820 Cr YoY 🚀

📢 AUROBINDO CONCALL HIGHLIGHTS 📢

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

📊 SAKSOFT Q2 RESULTS SUMMARY

Net Profit: ₹26 Cr vs ₹25 Cr YoY 📈
Net Revenue: ₹215 Cr vs ₹190 Cr YoY 📈
EBITDA: ₹37 Cr vs ₹34 Cr YoY 📈
Margin: 17% vs 18% YoY 📉

📊 ORIENT GREEN Q2 RESULTS SUMMARY

Net Profit: ₹66 Cr vs ₹75 Cr YoY 📉
Revenue: ₹124 Cr vs ₹123.3 Cr YoY 📈
EBITDA: ₹102.2 Cr vs ₹101 Cr YoY 📈
Margins: 82.2% vs 82.2% YoY ⚖️

📊 PG ELECTROPLAST Q2 RESULTS SUMMARY

Net Profit: ₹19.3 Cr vs ₹12 Cr YoY 📈
Revenue: ₹670 Cr vs ₹460 Cr YoY 🚀
EBITDA: ₹47.57 Cr vs ₹37.2 Cr YoY 📈
Margins: 7.07% vs 8.1% YoY 📉

📢 KIMS Q2 Highlights 📢
• ARPOB grew by 22.9% YoY with a slight decline of 0.5% QoQ.
• ARPP increased by 9.7% YoY and 0.7% QoQ.
• IP Volume saw a growth of 9.1% YoY and 12.2% QoQ.
• OP Volume rose by 12.2% YoY and 12.5% QoQ.
Strong performance across key metrics! 📈

📢 VEDANTA CONCALL KEY TAKEAWAYS
🔧 OPERATIONAL UPDATES 🔧

🚀 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.

🏭 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.

📉 VRL DEBT UPDATE 📉

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.

🔄 DEMERGER PROGRESS 🔄

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

💼 VEDANTA LTD DEBT RATIO 💼

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

📈 Vedanta’s strategic focus on debt reduction, strong operational outlook, and planned capacity expansion signal promising growth potential ahead!

🚨 We’ve just posted a new THREAD on Twitter! 🚨

👉Top 5 Bluechip Stocks to Watch for 2025🇮🇳📈

Check out the details now and discover investment opportunities in the dynamic Indian stock market! 🧵👇
🔗 https://twitter.com/tapydoshi

📢 Exciting IPO Pipeline for 2024-25! 📢

Get ready for an action-packed year with some of the biggest names set to go public. Here’s a glimpse of the upcoming IPOs you won’t want to miss:

🔹 Hero
🔹 boAt
🔹 Swiggy
🔹 Motorola
🔹 NSE

🔹 LG
🔹 Niva Bupa Health Insurance
🔹 Hyundai
🔹 Ather
🔹 Hero FinCorp

🔹 JSW Cement
🔹 NSDL
🔹 MobiKwik
🔹 Waaree
🔹 NTPC Green

🔹 SJVN
🔹 ONGC
🔹 The Leela
🔹 Asirvad
🔹 Hexaware Technologies

🔹 Fincare
🔹 EbixCash
🔹 Afcons
🔹 ACME
🔹 Polymatech

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

In the FMCG sector, the key indicator to watch is volume growth, volume growth, and volume growth. Margin improvement matters, but it’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.

📊 India Electrical Equipment Value Chain (FY23) 📊

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

Power Transformers
📈 Market Size: ₹65bn
🏆 Top Players: Hitachi Energy, GE T&D, CG Power, Siemens, TRIL, BHEL

Distribution Transformers
📈 Market Size: ₹63bn
🏆 Top Players: Hitachi Energy, TRIL, CG Power, Siemens, Schneider, Voltamp

Switchgear (HV & LT)
📈 Market Size: ₹49bn (HV) / ₹326bn (LV)
🏆 Top Players: Hitachi, GE, CG, Siemens, Schneider, ABB

Cables (LV & HV)
📈 Market Size: ₹662bn
🏆 Top Players: Apar, KEI, Polycab, Universal, Havells

Capacitors
📈 Market Size: ₹7bn
🏆 Top Players: Hitachi Energy, CG Power

Insulators
📈 Market Size: ₹10bn
🏆 Top Players: Hitachi Energy, Aditya Birla Insulators, Modern Insulators

Energy Meters
📈 Market Size: ₹27bn
🏆 Top Player: Genus

Transmission Towers
📈 Market Size: ₹95bn
🏆 Top Players: L&T, Tata Projects, KEC, Kalpataru, Skipper

Conductors
📈 Market Size: ₹107bn
🏆 Top Player: Apar

🔌 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.

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, it’s a reality check that not everything goes up constantly. Review results, reassess, and make informed decisions.l

Top 3 Hand Picked-Value Stocks to Buy Now!

The market has seen a significant correction recently, creating the perfect opportunity to invest! Now’s the time to capitalize on this dip for long-term gains. 📊💡

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! 📈

Click the link to Join:
👉 https://learn.thoughtfulinvestorshub.com/l/01511ed634

Here’s a glimpse of our Top Value Picks:

💡Stock #1: A promising small-cap company driving growth in the defense and aviation industries

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

💡 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 returns—ideal for conservative investors.

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📢 November Upcoming IPOs 📢
📈 Mainboard

📍 BlackBuck (Zinka Logistics Solution Limited)
🗓 IPO Dates: 13-18 Nov
💰 Issue Size: ₹1,114.72 Crores

📍 NTPC Green Energy
🗓 Expected IPO Dates: 18-21 Nov
💰 Expected Issue Size: ₹10,000 Crores

📍 Avanse Financial Services
🗓 IPO Dates: TBA
💰 Expected Issue Size: ₹3,500 Crores

🚨 Ashoka Buildcon Acquisition Alert 🚨

Ashoka Buildcon has acquired a 34% stake in Ashoka Concessions Ltd from Macquarie SBI Infra and others for ₹1,526 crore. This move is a strategic step to consolidate control in the road infrastructure sector, strengthening Ashoka Buildcon’s position and expanding its influence in critical projects.

🚨 Orion Power Update 🚨

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

📈 Order Book: ₹2500 crore order book expected to be completed by November 2025.

⚡️ 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!

🌱 Investments Planned: ₹10,000 crore investment in Solar, Green Hydrogen, and Battery Energy Storage Systems (BESS) over the next 3-4 years.

🔋 Capacity Goals: Targeting 1 GW in Solar EPC capacity by FY26E.

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

📈 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

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📈 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.

Here’s a structured market outlook message with key points divided and formatted for clarity:

📊 Market Outlook

1. Current Market Sentiment
• 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.
• However, there’s a positive sign with small-cap and mid-cap stocks showing growth, suggesting a potential recovery in the broader market.
• 🛢️ 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
• 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 market’s foundation.
• Despite current market concerns, the overall results haven’t been negative enough to prevent potential recovery, given that good earnings could stabilize sentiment.
• 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
• 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.
• The broader market recovery will eventually lead to gains across indices, so building a resilient portfolio now could yield benefits over time.
• 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.

📈 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.

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Chartered Accountant & SEBI Registered Research Analyst

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!

📰 Dhanteras Delight: RBI Shifts 102 Tonnes of Gold to India! 🇮🇳✨

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. 📈✨

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

💡 Fun fact: This decision is not just about gold security; it's also a nod to India's growing financial autonomy! 📊

Diwali is here, and it’s that time when I know I’ll gain 2-3 kgs 😄

Sweets are coming in, delicious homemade snacks are ready – who can resist?

It’s the festival of joy, and controlling food cravings feels impossible!

How can I blame my body when my mind can’t say no to these treats?

This is the Diwali tradition – if you don’t gain 2-3 kgs, did you really celebrate?

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

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

📢 Top 4 Stocks to Watch Out for Upcoming Stock Splits in November 2024 📊

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. Here’s a quick rundown on the top stocks for upcoming splits:

🚀 1. Contil India
Contil India has announced a 1:5 stock split, reducing its face value from ₹10 to ₹2. Set for Nov 13, 2024, this split is expected to enhance share accessibility, especially for small investors.

💎 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.

💼 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.

🏭 4. Premier Polyfilm
Premier Polyfilm will implement a 1:5 stock split on Nov 5, 2024. The company’s recent growth in vinyl and PVC products suggests this move could attract long-term interest.

🔍 Why Stock Splits Matter
While stock splits can increase trading volume and accessibility, they don’t affect a company’s intrinsic value. It’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

📢 Results Today - October 30 📢

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! 📈

📉 Prestige Estates Projects Q2 Results (YoY) 📉

Net Profit: Drops significantly by 77.4% to ₹192.2 crore vs. ₹850.9 crore
Revenue: Increases by 3% to ₹2,304.4 crore vs. ₹2,236.4 crore
Other Income: Falls sharply to ₹119.4 crore vs. ₹1,019.6 crore
Tax Write-Back: ₹51.9 crore this quarter, compared to tax expenses of ₹256.4 crore last year

📉 Container Corporation of India Q2 Results (YoY) 📉

Net Profit: Slight decline of 0.6% to ₹366.3 crore vs. ₹368.5 crore
Revenue: Up by 4.2% to ₹2,287.8 crore vs. ₹2,194.9 crore
Exceptional Loss: ₹33.32 crore this quarter, compared to Nil last year

📊 GlaxoSmithKline Pharmaceuticals Q2 Highlights (YoY) 📊

Net Profit: Rises by 16.1% to ₹252.5 crore vs. ₹217.5 crore
Revenue: Increases by 5.6% to ₹1,010.8 crore vs. ₹957 crore
EBITDA: Grows by 11.1% to ₹321.7 crore vs. ₹289.5 crore
EBITDA Margin: Expands by 150 bps to 31.8% vs. 30.3%

📢 Special Announcement: The company declares a special interim dividend of ₹12 per share.

📈 Stocks to Watch Today 📉

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 ₹3,022.71 per share. The base size of the issue is ₹2,500 crore, with an additional upsize option of ₹500 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 Reliance’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 ₹669.04 crore. The payment includes a cash payout of ₹374.85 crore and a share swap of ₹294.19 crore. Tikona is known for providing wireless broadband services across India. ** This is NOT Stock Recommendations. Click like 👍 button if you like our analysis 🙏

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 don’t show fair valuation levels.
6. Sector-Wise Observations:
• Banking: Large banks are performing well, while smaller banks face challenges in microfinance lending.
• IT Sector: The IT sector is showing resilience, with results exceeding expectations, making it a sector to watch in the coming months.


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