Market Decoder

Given at 200 levels 360 done n fallen

Again it’s good to add around 330 to 350 only long term players add n leave it , when I book ll post here

Q3 Earnings Schedule


7th Jan: GM Breweries
9th Jan: TCS
9th Jan: Tata Elxsi
10th Jan: CESC
10th Jan: GNA Axle
13th Jan: Angel One
13th Jan: HCL Tech
14th Jan: HDFC AMC
15th Jan: HDFC Life
15th Jan: LTTS
16th Jan: Infosys
17th Jan: Amal
17th Jan: ICICI General
17th Jan: Tech Mahindra
20th Jan: ICICI Sec
20th Jan: MCX
21th Jan: ICICI Pru
21th Jan: KEI Ind
21th Jan: Ultratech
22th Jan: Coforge
22th Jan: HDFC Bank
22th Jan: Polycab
23th Jan: Cyeint
23th Jan: Dr Reddy
23th Jan: Mphasis
23th Jan: NAM India
24th Jan: Atul
24th Jan: JSW Steel
25th Jan: ICICI Bank
25th Jan: IDFC Bank
25th Jan: JK Cement
28th Jan: Bosch
28th Jan: Bajaj Auto
28th Jan: Exide
28th Jan: M&M Finance
28th Jan: RBL Bank
28th Jan: UTI AMC
29th Jan: KPIT Tech
30th Jan: Dabur
30th Jan: Naveen Fluro
30th Jan: Shree Cem
31st Jan: Nestle

Jio Finance is at buying levels for long term

Happy New Year All

Holiday calendar

Tomorrow Market will be open

*_Stock in News:_*

_ITC Hotels Demerger Alert._

_Demerger effective Jan 1, 2025._

_To be eligible for ITC Hotels shares, must be holding ITC shares before Jan 3 ahead of the ex-date Jan 6._

flat opening, till new year no big buying volumes can come it seems

Feb 1 2025 is Our Budget so early next week we might see per budget Rally . Market can reverse once FII’s are back from vacation 😃

*Money Times Talk*

*28th December 2024*

₹

Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

As per astrology view, some important turning dates are 30 & 31st Dec 2024 and 3 & 6th Jan 2025. PRI-budget rally may begin post 14th Jan 2025 with Nifty possibly reaching 24500, 24750 or 25000.

NSE SME Trom Industries posted 109% higher PAT of Rs.4.13 cr. with ROCE of 66.3% and ROE of 77.8%. Awarded Rs.33.1 cr. solar projects, the stock may cross Rs.331.

As per market veteran, 2025 will be challenging for traders and frustrating for investors. Avoid those claiming easy market earnings through their advice.

As per market grapevine, derivatives turnover fell 37% from Rs.442 tn. in Nov to Rs.280 tn. in Dec with further decline expected due to larger contract sizes from Jan 2025. SEBI may introduce stricter measures to curb speculation while retail players are shifting to IPOs and cash stocks.

Tweet from CA H. Singla highlighted a case where a client lost Rs.36.5 lakh in F&O and intraday trades wiping out years of savings and couldn't carry forward the loss due to late ITR filing. An eye-opener for uninformed F&O and options traders.

As per market grapevine, Nifty fell 10% marking its first 3-series loss in 21 months. DII holdings rose to 38% while FII holdings dropped to 16%. With Nifty's 2025 target at 27000-27700 and support at 21400-22300, capital goods, consumer durables and pharma are set to perform well. Defence stocks like Bharat Electronics, Bharat Dynamics, Hindustan Aeronautics and Mazagaon Docks look promising for phased accumulation.

Market momentum remains weak with only 25% of stocks above the 20 EMA and many below the 50 EMA. As per market grapevine, wait for stability and momentum to return. A pre-budget rally may begin post-Uttarayan/Makar Sankranti. Use this time for study and analysis.

IAS Summit - Dec 2024 20-20: 1. Rashmik Ozha: PVR INOX 2. Aditya Khemka (Incred): Healthcare Global Enterprises 3. Senthil KR (NAFA Assets): Vimta Labs 4. Kedar B (Congruence) - Paramount Communications 5. Dhruvesh Sanghvi: Mayur Uniquoters 6. Vikas Gupta (Omni Science Capital): NHPC 7. Raghav Wadhwa (SamarWealth): Epack Durables 8. Gunjan Kabra (Niveshaay): Danish Power 9. Ishmohit Arora (SOIC): Samhi Hotels 10. Anuj Jain (Green Portfolio): Steel Strips Wheels 11. Siddhant Bhandari (Persistence Capital): Narayana Hrudayalaya 12. Shubham Sethi - Shankara Building Products 13. Shashank Singh (Value Educator): Khazanchi Jewellers 14. Ankit Kanodia (Smart Sync Services): Apcotex 15. Vivek Mashrani (TechnoFunda): Jash Engineering 16. Nitin Mangal (Trudence Capital): KSB Ltd. 17. Tariq Hussain (The Wrap): Interarch Building Products 18. Amitabh Vatsya (Sadhan): Synergy Green Industries 19. Kumar Saurabh (Scientific Investing): Sangam India 20. Sandeep Singh: Effwa Infra & Research.

As per market veteran, investing demands smart work and patience, while trading requires hard work and emotional control. Don't mistake trading for an easy wealth path. Understand the difference and choose wisely.

As per market veteran, solid rally in CY24 faltered in Q4 due to weak earnings, FII selling, and a stronger U.S. Dollar. With mid-cycle slowdown and earnings growth moderation in FY25, indices may consolidate and sector rotation is expected.

As per market grapevine in 2025, India's economy remains on track for multi-year growth driven by real estate revival, strong infrastructure activities, and rising corporate capex. Interest rate cuts are expected to boost consumption, reflecting in corporate earnings.

As per market veteran for 2025, avoid weekly BTST/STBT due to volatility from Trump’s Presidency.

Mid/small-caps, which outperformed in 2024, may face challenges in 2025 as they trade at higher valuations. Focus on large-caps and quality stocks at reasonable valuations, especially in sectors like pharmaceuticals, IT, infra, defence, solar, green energy, banking and export-related stocks.

As per market grapevine, the Indian Rupee has hit a historic low against the US Dollar, driven by economic concerns like trade deficit, inflation and global uncertainties. While exporters may benefit, importers face rising costs. This depreciation could influence foreign investments and prompt RBI interventions.

As per market veteran, investing focuses on a company's fundamentals, management and business while trading relies on charts, emotions and volatility.

In 27th January MTTs, Essen Specialty Films given at Rs.219 touched Rs.689 - a superb gain of 215%.

In 4th May MTTs, Ak Capital given at Rs.910 touched Rs.1410 - a gain of 55%.

In 21st Sep MTTs, Sharda Crop Care given at Rs.538 touched Rs.887 - a gain of 65%, Super Crop Safe given at Rs.16 touched Rs.24.40 - a gain of 52% & still looks very good.

In 16th November MTTs, Mafatlal ind., given at Rs.144 touched Rs.221 - a gain of 53%, Somiconvey given at Rs.161 touched Rs.228 - a gain of 42% & now at Rs.212 looks very good.

In 23rd November MTTs, Narmada Gelatines given at Rs.343 touched Rs.455 - a gain of 33%.

In 7th December MTTs, Somiconvey given at Rs.172 touched Rs.228 & now at Rs.212 looks very good.

Last week in 21st December MTTs, ABM Knowledgeware given at Rs.129 touched Rs.138 & now again at Rs.128 looks very good, BCPL Railway Infrastructure given at Rs.96 touched Rs.104 & now again at Rs.97 looks very good, BSE SME Emmforce Autotech given at Rs.126 touched Rs.142, NSE SME Committed Cargo given at Rs.113 touched Rs.137, Murudeshwar Ceramics given at Rs.51 touched Rs.55, Rishiroop given at Rs.215 touched Rs.239 & now at Rs.225 looks very good, Simmond Marshal given at Rs.158 touched Rs.164 & now at Rs.155 looks very good.

Debt free *Anuh Pharma* posted 58% higher PAT of Rs.15 cr. Q0Q. It paid 50% dividend for FY24, expanded capacity by Rs.20 cr. and remains optimistic for H2FY25.

As per market grapevine focus on Anuh Pharma, ABM Knowledgeware, Artefact projects, BCPL Railway Infrastructure, Intlconv, Lords Chlore Alkali, Machino Plastics, NSE SME Trom Industries, Rishi Laser, Rishiroop, Simmond Marshal, Somi Conveyor Beltings, for decent short-to-medium-term gains. Develop a process that maximizes wins and minimizes losses.

*Simmond Marshall* posted 368% higher H1 PAT of Rs.4.73 cr. Share may trade between Rs.205-250 if it surpasses its 52-week of high Rs.187.

*Ramky Infrastructure* secures a 5-year contract worth Rs.215.08 cr. from the Hyderabad Metropolitan Water Supply and Sewerage Board for managing, operating and maintaining STPs.

*Lords Chloro Alkali* boosted capacity from 210 TPD to 300 TPD with Zero Gap Technology and likely to raise output by 40% including healthier margins & profitability.

*HFCL* inaugurated a defence manufacturing facility in Hosur to produce advanced thermal weapon sights, fuzes, HCRR & surveillance radars, to meet growing defence needs.

Debt free, *Rishiroop Ltd*. posted 64% higher Q2 PAT of Rs.7.38 cr. With reserves of Rs.128 cr. and a low PE of Rs.7, it's a re-rating candidate with strong growth potential.

*Artefact Projects* posted higher H1 PAT of Rs.3.21 cr., which may lead to FY25 EPS of Rs.10 Stock trades between Rs.125-150 if it surpasses Rs.111.

*BCPL Railway Infrastructure* secures Rs.258.36 cr. order and posted higher H1 PAT of Rs.4.07 cr. Stock looks attractive at Rs.96, below 52-week high of Rs.159. Railway stocks generally perform well before the Budget.

Debt free *ABM Knowledgeware*, a leader in e-Governance has a strong order book and trades at a low P/E of 16x, making it a re-rating candidate.

*RattanIndia Power* with 2,700 MW capacity, closed non-performing Cyprus subsidiaries and is well-positioned for a sector-driven turnaround.

*Univastu India* with Rs. 293 cr. Mcap, posted 2x PAT growth in Q2FY25 and secures fresh orders benefiting from India's infra boom.

*Agarwal Toughened Glass,* trades at a PE of 26.8x, secures Rs. 4 cr. order and is set for growth with capex plans backed by IPO funds.

*Jay Kailash Namkeen*, a nanocap, is expanding retail operations with H1 PAT at Rs. 0.81 cr. and a key order from Haldirams driving growth prospects.

*J&K Bank* posted H1 EPS of Rs.8.8, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.1x v/s industry average P/E of 16.9x.

*ITL Industries* posted H1 EPS of Rs.13.6, which may lead to FY25 EPS of Rs.32. Share trades at forward P/E of 14.4x vs. industry average P/E of 44x.

*Arkade Developers* posted Q2 NP of Rs.43.4 cr. and is seeing strong volumes with investment buying, reflecting bright long-term prospects.

*PNC Infra* posted EPS of Rs.45 and trades at a forward P/E of 7.2x v/s industry average P/E of 39x.

*General Insurance₹ posted Q2 EPS of Rs.10.6, which may lead to FY25 EPS of Rs.45. Share trades at a forward P/E of 10.8x, vs. industry average P/E of 22x.

*Rashi Peripherals* posted 64% higher H2 EPS of Rs.19, which may lead to FY25 EPS of Rs.42. Share trades at a forward P/E of 9.6x vs. industry average P/E of 61x.

*Paul Merchants* posted H1 EPS of Rs.95.4, which may lead to FY25 EPS of Rs.190. Share trades at a forward P/E of just 4.9x vs. industry average P/E 22x.

*Canara Bank* posted H1 EPS of Rs.9.1, which may lead to FY25 EPS of Rs.20. Share trades at a forward P/E of 4.7x.

*Shriram Pistons & Rings* to acquire TGPEL Precision for Rs. 220 cr. enhancing its product portfolio. With FY25 EPS of Rs.120 and cash EPS of Rs. 140, shares trades at P/E of 17.5x vs. industry average PE of 37.4x.

*IIFL Capital* posted 111% higher H1 EPS of Rs.12, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x vs. industry average P/E of 21.7x.

*DCB Bank* posted 14% higher H1 EPS of Rs.9.2, which may lead to FY25 EPS of Rs.21+. Share trades at a forward P/E of 5.5x vs. industry average P/E of 16x.

*Money Times Talk is part of 'Money Times' publication.bs*

*Anuh Pharma* launches new products like Acebrophylline, Vildagliptin, Moxifloxacin, Allopurinol, Amodiquine hcl and Sulfadimethoxine, Dapagliflozin, Ticagrelor, Linagliptin, Acefylline piprazine etc. driving re-rating potential.

*IOL Chemicals & Pharmaceuticals* approves a stock split, dividing Rs.10 shares into 5 shares of Rs.2 each effective from 27th December 2024.

Due to a boom and major capex in the mining sector companies like *International Conveyors, PIX Transmission and Somi Conveyor* Beltings show strong growth potential.

*Trom Industries* secures Rs.37.65 cr. order from Bihar Renewable Energy for a smart solar street light system, signaling significant business growth.

The India Cellular and Electronics Association (ICEA) urges govt incentives to make India a global PCB hub, with a potential $100 billion export opportunity in 5 years.

Defence stocks have fallen from their yearly highs highlighting the need for stop losses. Key stocks like: 1) Cochin Ship: -51%, 2) Garden Reach: -45%, 3) Premier Explosive: -41%, 4) Mishra Dhatu: -38%, 5) Paras Defence: -38%, 6) Idea Forgings: -35%, 7) Bharat Dynamics: -34%, 8) Data Pattern: -32%, 9) Mtar Tech: -27%, 10) Astra Micro: -27%, 11) BEML: -27%, 12) HAL: -26%, 13) DCX System: -25%, 14) Solar Ind: -25%, 15) PTC India: -25%. Investors can consider adding post Q3 results in 2025.

*Electrosteel Casting,* India's largest DI pipe maker, trades at a PE of 10x for FY25 and targets 50% 1-year returns with capacity expansion in FY25.

*Orient Green Power* plans to grow capacity from 400MW to 1000MW focusing on solar with promising 1-year returns.

*Paisalo Digital's* board approves a Rs. 258.16 cr. fund raise via convertible warrants, with FPIs like UNICO and NOVA Global Opportunities Fund as allotees.

*Nandan Denim* aims to capitalize on the shift towards alternative manufacturing hubs due to political unrest in Bangladesh with India positioned as a key beneficiary.

*Standard Capital Markets* raised Rs. 15 cr. through the allotment of NCDs to support its growth initiatives.

*MIC Electronics* secures approval for capacity and capability assessment of its GPS-based Public Address & Passenger Information System and LED Destination Boards for Indian Railways.

*Vakrangee’s* approves a fund raise of up to Rs. 980 cr. through convertible warrants with major allotees including FPI Eminence Global Fund.

*HMA Agro Industries* secures Rs. 1600 mn. credit facility from HDFC Bank to support its growth.

*Hardwyn India* will trade Ex-Bonus from Monday with a 2:5 bonus issue with the record date of 27th December.

*Gujarat Toolroom* completed a Rs. 96 cr. QIP with FPIs like Bridge India Fund and Eminence Global Fund among the allotees.

*Dev Information Technology* markes its Foundation Day with significant growth securing three major enterprise closures in its Cloud Business Unit.

*HFCL* opens a Hosur unit for defence products eyeing over 60% potential returns with rising prospects in space, telecom and defence.

*Sakar Healthcare* announced preferential allotment at Rs. 384/share vs. CMP of Rs. 300 with strong promoter confidence and Tata Healthcare holding 10% stake.

*Espirit Stones,* an SME in Quartz manufacturing is gaining traction with global demand driving financial growth. Madhu Kela's Founders Collective Fund holds over 2% stake.

In the buzzing EMS space, *Mirc Electronics*, owner of the ONIDA brand eyes entry into EMS after successes like Amber and Dixon.

*Cambridge Technologies* is advancing in AI, Data Analytics and Cloud hiring top talent from Mastercard, Deloitte and Goldman. Share trades at Rs. 105 and has strong growth potential.

*Shipping Corp. of India* is in focus due to the Rs. 15,000-20,000 cr. Maritime Development Fund and a potential JV with Indian Oil, signaling strong growth ahead.

*South Indian Bank*, trades at a low PE of 5.39x, posted strong Q2 results with Rs. 882 cr. NIIe, GNPA at 4.40% and a shift to retail and MSME lending for long-term growth.

Just 7.50 investment

https://www.instagram.com/reel/DECgS6NzPBD/?igsh=Zjd0NmMxd2t0Ym05

Today weekly , Monthly and Yearly expiry so be cautious with options

Credit access is at important Technical Support , Week below 790 weekly closure

Amara Raja looks great at 1020 and 950 levels long term perspective , when level come u can analyse n decide.

Petronet LNG looks for a small ride

Weekly , Monthly and Yearly Expiry on 26th December Thursday
Good Amount of volatility ll be seen, Newbies should play safe

Digital Marketing Platforms (11%), 40. Medical Devices (12.2%). e) Bioinformatics (14%), 42. eSports (15%). 43. Virtual Assistants (26%), 44. Electric Aviation (11%), 45. 3D Printing (20%), 46. Digital Twins (38.1%), 47. Predictive Analytics (15.49%), 48, Wearables (17%), 49. Synthetic Biology (22%). 50. Al-driven Customer Support (18.5%). Each sector highlights robust trends for growth and innovation.

➤ Interesting December Trends: As per market veterans. December sell-offs are a recurring pattern. with Nifty showing sharp declines annually: a) 13th-17th Dec 2024:-400 points (3) sessions). b) 20th-21st Dec 2023:-613 points (2 sessions). c) 21st-23rd Dec 2022:-694 points (3 sessions) d) 13th-20th Dec 2021:-1230 points (6 sessions). e) 18th-21st Dec 2020:-641 points (2 sessions). Investors are advised to accumulate fundamentally strong stocks in phases during such dips with a view to book partial profits in Jan-Feb 2025. Focus on agro, pesticides, defence. export-oriented, conveyor belting, infra realty, and railway-related stocks to benefit from pre-and post-budget rallies. Avoid speculation and invest wisely for wealth creation.

➤ Important Update on Revision of Lot Sizes: Revised Market Lot Sizes & Effective Dates: NIFTY: 2575 (Effective: Dec 26) BANKNIFTY: 1530 (Effective: Dec 24) SENSEX: 1020 (Effective: Dec 27). Align your positions with the revised lot sizes or square off your positions before the revision date. Positions not aligned with revised lot sizes will be squared off at market prices, on a best-effort basis, one trading day before the revision date. Failure to comply may result in compulsory holding till expiry of the contract. Starting Dec 20, 2024, odd lot quantities will attract an additional 5% margin.

Cambridge Technologies focuses on Al, Data Analytics, and Cloud, serving top clients like Colgate and Oracle. At Rs.105, it shows multibagger potential with recent strategic hires.

Enviro Infra, in wastewater recycling, posted strong results and expects 30%+ growth, aligning with the water theme.

Sarthak Metals, a key supplier to JSW and Tata Steel, corrected to Rs.175 from Rs.450, offering a contra metal play.

Rising egg demand boosts SKM Eggs, trading at Rs.260 [52w high: Rs.424), after securing a Tamil Nadu tender for 28 cr. eggs.

RSWM. India's largest knitted yarn maker, benefits from Bangladesh closures as peers hit 52w highs.

Ashapuri Gold, a Titan subcontractor, trades at Rs.300 cr. Meap with multibagger potential amid booming wedding demand.

Vikas Ecotech, was recognized among the Top 75 Innovative Companies at the CII Industrial Innovation Awards 2024, with its Specialty Compounds division targeting Rs.50 cr. by Q4FY25.

➤ Vikas Lifecare partners with DRDO's ASL to develop biodegradable plastic granules offering sustainable alternatives to single-use polyethylene bags.

➤ PC Jeweller executed a 1:10 stock split, set December 16th as the record date, and allotted shares to lenders for partial debt settlement.

Standard Capital Markets raised Rs.130 cr. of its Rs.500 cr. NCD issue, deploying funds for operational expansion.

➤ Blue Cloud Softech completed a $150.000 AloT, project in the US, featuring its Al-enabled media

platform. BLURA.

➤ Hazoor Multi Projects allotted 22.22,220 shares to West Midlands Ventures upon warrant conversion.

➤ Mercury EV Tech approves 60%-owned subsidiary for container manufacturing, named Global Mercury Container.

Cellecor. Gadgets partners with EPACK Durable to boost its air conditioner portfolio with advanced manufacturing expertise.

Servotech Renewable Power Systems partnered with Germany-based LESSzwei for solar- powered EV charging infrastructure for urban micromobility

Sudarshan Pharma approves the allotment of 9 lakh convertible warrants to promoters at Rs.169.83 each.

Hardwyn India set 27 Dec 2024 as the record date for its 2:5 bonus issue of equity shares.

Vakrangee partnered with Canara Bank to offer banking services through its Kendra networks: the board will discuss fundraising on 21 December 2024.

➤ BSE SME Primefresh posted 90% higher PAT of Rs.5.5 cr. and PAT CAGR of 86.7% (FY21 to FY24). Expansion in F&V exports and distribution may push it past Rs.345.

> BCPL Railway holds Rs.258 cr. orders and posted H1 PAT of Rs.4.07 cr. With 72.87% promoter stake and strong pre-budget in railway stock makes it attractive at Rs.96

➤ Vakrangee partners with Canara Bank as CBC to expand rural banking via Kendras. strengthening financial inclusion. May surpass its 52-week high.

➤ Delta Capital acquired 10,13,555 shares of India Pesticides at Rs.190. The sole Indian producer of key fungicides and herbicides is set for a re-rating, likely crossing Rs.432.

➤ Tyche Inds, with 25% dividend yield, posted 46% higher Q2 PAT of Rs.3.99 cr. Promoter hi 62% and it trades at a 14x PE. It may trade between Rs.250-270 if it surpasses Rs.230.

➤ NSE SME, Committed Cargo Care will hold a board meeting on 24th Dec 2024 to discuss raising and authorized capital expansion. Keep on track.

➤ Murudeshwar Ceramics posted 105% higher H1 PAT and BV of Rs.61. Promoters hold 73.94% and HNIs hold 7.22%. Stock is likely to surpass its 52-week high of Rs.71.

➤ BSE SME Emmforce Autotech posted H1 EBITDA of Rs.7.51 cr. and secured Rs.470 cr. USA order over 9 years. Stock is attractive at Rs.126, potential to revisit Rs.264.

➤ Vipul Organics launches a high-margin plant at Palghar & receives approval to 3x capacity at i Ambernath facility. Rights issue to fund expansion. Management expects strong quarters head

➤ ABM Knowledgeware, a leader in e-Governance, won the multicroce. FASTPAS project in ear Pradesh. Stock trades at a P/E of 22, it's a re-rating candidate with growth potential.

> Tyche Inds, with 25% dividend yield, posted 46% higher Q2 PAT of Rs.3.99 cr. Promoter holds 62% and it trades at a 14s PE. It may trade between Rs.250-270 if it surpasses Rs.230.

➤ NSE SME. Committed Cargo Care will hold a board meeting on 24th Dec 2024 to discuss fund- raising and authorized capital expansion. Keep on track.

Marudeshwar Ceramics posted 105% higher H1 PAT and BV of Rs.61. Promoters hold 73.94% and HNis hold 7.22%. Stock is likely to surpass its 52-week high of Rs.71.

BSE SME Emmforce Autotech posted HI EBITDA of Rs.7.51 cr. and secured Rs.470 cr. USA order over 9 years. Stock is attractive at Rs.126, potential to revisit Rs.264.

Vipul Organics launches a high-margin plant at Palghar & receives approval to 3x capacity at its Ambernath facility. Rights issue to find expansion. Management expects strong quarters ahead.

ABM Konwledgeware, a leader in e-Governance, won the multicrore FASTPAS project in Uttar Pradesh. Stock trades at a P/E of 22. it's a re-rating candidate with growth potential.

> Denis Chem. debt-free and dividend-paying posted HI EPS of Rs.4.54. With 41% combined stake held by Fils and HNIs. it's poised for positive gains.

➤ Mining boom brightens the outlook for Sami Conveyor Beltings and International Conveyors. Potential for decent gains as per market veterans.

➤ Top 50 Emerging Global Sectors for 2024: As per market grapevine, key growth sectors and their projected CAGRs include: a) AI (37.3%). 2. Cybersecurity (12.3%). 3. Cloud Computing (16.3%). 4. Healthcare IT (15.8%), 5. Renewable Energy (Solar 20%, Wind 9%). 6. EVs (17.6%). 7. Biotechnology (15%). 8. Blockchain (14.6%). 9. eCommerce (14%). 10. SaaS (18.5%). b) FinTech (20%). 12. Green Hydrogen (14%), 13. 5G (43.99%), 14. Smart Cities (2446), 15. EdTech (16%). 16. Robotics (20.3%), 17. Quantum Computing (30%), 18. Food Tech (10.7%). 19. Mental Health Apps (17%), 20. Digital Healthcare (13.5%). c) Semiconductors (12.4%). 22. Space Tech (8.5%), 23. Al Hardware (44%), 24. Energy Storage (16.8%), 25. Luxury Goods (6.9%), 26. AgriTech (11.3%), 27. Smart Home Devices (23%), 28. Waste Management (8.9%). 29. AR (24%), 30. VR (20.6%). d) Digital Payments (16.7%), 32. Carbon Capture (13.8%), 33. Online Gaming (12%), 34. Subscription Services (15.2%), 35. OTT Streaming (11.6%), 36. Drones (16%), 37. Telemedicine (19.3%). 38. Digital Advertising (10.5%). 39.

Paisalo Digital allotted commercial papers worth Rs.29.20 cr. to IDBI Bank: promoters released/revoked pledges on 18.75,000 shares.

Vishal Fabrics is poised for growth amid the shift from Bangladesh to India as a robust textile manufacturing hub.

Sumit Woods signs Rs. 500 cr. redevelopment project near Siddhivinayak Temple, offering premium 3 and 4 BHK apartments.

Dev Information Technology allotted 49,414 ESOP shares, raising its paid-up capital to Rs. 11.27 cr.

AVP Infracon, via 90% stake in Kapthan Blue Metals, acquired 23 acres in Tirupur for Rs. 13.18 cr. to set up a Rs. 17 cr. crusher unit.

Kaushalya Logistics is expanding cement logistics with new JK Cement depots in Uttar Pradesh and operations in Haryana for Adani Cement.

Emerald Finance partners with Alfas Wheel Deal to launch an Early-Wage-Access program for employee salary advances.

Digikore Studios' iMadeASong.com attracted 10,000 users and 2.000+ subscribers in its first week post-launch.

Sky Gold issues 13.18 cr. bonus shares in a 9:1 ratio, raising its paid-up capital to Rs. 146.54 cr.

➤ Afcom Holdings expanded its operations with Taylor Logistics, covering additional capacity and new destinations through dry lease aircraft.

➤ Manaksia Coated Metals called an EGM to approve issuing up to 2.07 cr. fully convertible warrants to promoters and public investors.

➤ AVG Logistics allotted 1.4 lakh equity shares, raising Rs. 2.33 cr. through warrant conversion at Rs. 166.95 per share.

➤ Veerhealth Care launches AYUVEER for hospital care, investing Rs. 1 cr. with expected monthly revenue growth of Rs. 50 lakh.

➤ MobiKwik provides digital wallets, BNPL and payment services leveraging DPI tools like Aadhaar and DigiLocker and is well-positioned to grow with India's digital transaction surge.

➤ Aartech Solonics is a defence and power microcap with record orders and Army recognition for its AAPM innovation with promoter stake rise signaling strong growth potential.

➤ Rudra Global Infra operates in TMT manufacturing and plans Rs. 190 cr. capex for solar and wind projects targeting Rs.1000 cr. turnover with multibagger potential.

➤ Univastu India posted strong Q2 numbers with sales up 73% and PAT doubling driven by recent orders and an infra boom making it a promising counter.

➤ Reliance Power achieved zero debt at Rosa Power, prepaid Rs. 485cr. and secures a 930 MW SECI order strengthening its position in India's booming power sector.

➤ Gujarat State Fertilizers holds 6.84% (Rs. 2380 cr.) in Gujarat Gas. It posted Q2 EPS of Rs.7.5 and H1 EPS of Rs.9.7, which may lead to FY25 EPS of Rs.20+. Retain this share.

➤ Agarwal Industrial Corporation posted 32% higher H1 EPS of Rs.38.4, which may lead to FY25 EPS of Rs.85+. It trades at a P/E of 15.6x v/s industry average P/E of 22x.

➤ Western Carriers (India), a rail-focused 4PL logistics firm with FY24 sales of Rs. 1691 cr., shows bright prospects.

➤ PNC Infratech, holds Rs. 19,900 cr. in outstanding orders and posted H1 EPS of Rs.25.7, which may lead to FY25 EPS of Rs.45+. It trades at a P/E of 7.4x v/s industry average P/E of 39x.

➤ Bank of Baroda posted 14% higher H1 EPS of Rs.19.5, which may lead to FY25 EPS of Rs.41. It trades at a P/E of 5.9x v/s industry average P/E of 8.9x for the PSU banks.

➤ General Insurance posted Q2 EPS of Rs. 10.6, which may lead FY25 EPS of Rs. 45. It trades at a P/E of 9.8x vs. industry average P/E of 22x. Its medium-term prospects look strong.

➤ Zero-debt Just Dial posted 90% higher H1 EPS of Rs.34.7, which may lead to FY25 EPS of Rs.75+. Cash and investments stood at Rs. 4.940 cr.. signaling bright long-term prospects.

➤ Zero-debt Coral Laboratories posted 93% higher H1 EPS of Rs.42, which may lead to FY25 EPS of Rs. 70+. It trades at a forward P/E of 10.7x v/s industry average P/E of 33

➤ IIFL Capital posted 111% higher H1 EPS of Rs.12.6, which may lead to FY25 EPS of Rs.28. Share trades at a forward P/E of 12.1x v/s industry average P/E of 21.7x.

➤ Best Agro posted Q2 EPS of Rs. 40, with FY25 EPS projected at Rs. 70. It plans to launch a patented herbicide and new insecticide. showing bright medium-term prospects.

➤ Repco Home Finance posted 16% higher H2 EPS of Rs.36.4, which may lead to FY25 EPS of Rs.76. Share trades at a forward P/E of 6.1x v/s industry average P/E of 19%.

➤ Beekay Steel into quality steel manufacturing posted H1 EP of Rs. 33.3, which may lead to FY25 EPS of Rs.75. Share trades at a forward P/E of 9.3x v/s industry average P/E of 25x

*Money Times Talk is part of 'Money Times'

*Money Times Talk*

*21th December 2024*

₹

Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display 'BUY, 'SELL' or 'HOLD' recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

➤ As per market grapevine. Indian electronics component manufacturing is set to benefit from new initiatives with a Rs.40k cr. outlay. The market, currently at $25 bn. is projected to grow 5x to $125 bn by 2030 driven by a $500 bn EMS industry. The government aims for 80% domestic value addition in lithium-ion cells, 65% in PCBs and electro-mechanical components and 20% in display and camera modules, despite challenges like high gestation periods and sealing limitations.

➤ As per astrology view, some important turning dates are 23, 26, 30 & 31 December 2024.

➤ In 6 January MTTs, NSE SMESJ Logistic given at Rs.190, touched Rs.725-a superb gain of 282%.

➤ In 13 January MTTs. Anantraj given at Rs.319 touched Rs.874-a gain of 174% & still looks good.

➤ In 27th January MTTs. Essen Specialty Films given at Rs.219 touched Rs.635-a superb gain of 190%

➤ In 4 May MTTs. Ak Capital given at Rs.910 touched Rs.1390-a gain of 53%.

➤ In 1 June MTTs. Anantraj given at Rs.385 touched Rs.874-a gain of 144% & still looks good.

In 13 July MTTs. Deep Inds, given at Rs.318 touched Rs.620-a gain of 95%. Kitex Garments given at Rs.216 touched Rs.900-a superb gain of 317%.

➤ In 21 Sep MTTs. Sharda Crop Care given at Rs.538 touched Rs.887-a gain of 65%.

➤ In 26 October MTTs, Tyche Ind., given at Rs.180 touched Rs.230 & now at Rs.196 looks very

In 16th November MTTs, G G.Automotive Gears given at Rs.154 touched Rs. 184, Lactose (India) given at Rs.169 touched Rs.247, a gain of 46%, Mafatlal industries given at Rs.144 touc Rs.210-a gain of 46%. Nahar Polyfilms given at Rs.256 touched Rs352-a gain of 37%. Conveyor Belting given at Rs.161 touched Rs.225-a gain of 40% & now at Rs.199 still look good.

In 23 November MTTs, Lactose (India) given at Rs.170 touched Rs.247 a gain of 45 Narmada Gelatines given at Rs.343 touched Rs.449. Sree Rayalaseema Hi-Strength Hypo given at Rs.671 touched Rs.868.

In 30th November MTTs. Tyche Inds.. given at Rs.190 touched Rs.230 & at Rs.196 still looks very good.

➤ In 7 December MTTs. Alembic given at Rs.137 touched Rs.153. Anantraj given at 95740 SStouched Rs.874, BSE SME Deepak Chemtex given at Rs.129 touched Rs.175, a gain Gujarat Industrial Power given at Rs.212 touched Rs.268, Somi. Conveyor Beltings given Rs.172 touched Rs.225 & now at Rs.199 still looks very good.

➤ Last week in MTTs 14th December Donear Industries given at Rs.134 touched Rs.184, a gain of 37%, NSE SME Systango given at Rs.244 touched Rs.270. Josts Engineering Co. given at Rs.529 touched Rs.699a gain of 32%. Sree Rayalaseema Hi-Strength Hypo given at Rs.746 touched

➤ India Pesticides posted 30% higher H1 PAT of Rs.45.39 cr. With reserves of Rs.851 cr.. 63.61% promoter holding. Stock trades at Rs.183 vs. its 52-week high of Rs.432, stock looks promising.

➤ As per market grapevine investors can just concentrate on ABM Knowledgeware, Artefact Projects, BCPL Railway Infrastructure, BSE SME Prime Fresh, BSE SME Emmforce Autotech. NSE SME Kaushalya Logistics, India Pesticides, International Conveyors. Murudeshwar Ceramics, Rishiroop. Simmonds Marshall, Tyche Inds., for potential gains in the short to medium term. Stay disciplined: maximize wins, minimize losses and repeat.

➤ NSE SME Kaushalya Logistics posted 42% higher H1 PAT of Rs.6.12 cr. With its new JK Cement depots and Adani approvals in Haryana, it may exceed its 52-week high of Rs.163.

➤ International Conveyors notched 61% higher H1 PAT of Rs.59.33 cr. with 64.5% profit CAGR. P/E multiple of 6x and modernization at Falta/Aurangabad drives re-rating potential.

https://www.instagram.com/reel/DDzNuq4T8Mu/?igsh=MWl3azN3N3F5Zm4zbA==

Banknifty filled the and now at 0.618 , fresh shorts avoid in my view.

SAIL Positional View , holding for 2 to 3 years

This gap has to be filled ,if not in intraday, Gap will be filled for sure

If Nifty Breaks the trendline, another 5% drop is possible , but it wont get broken that easily , lets stay cautious

Reason for the fall , Multiple rut cuts expected , one rate cut is good but multiple rate cuts are not

Long term investors stay calm. Intraday people : volatile move can be seen so stay cautious

Avoid NTPC IPO , No much listing gain ll be there

Adani ports 900 to 880 is support levels

Adani power imp support 1110 , if broken 800 levels can be seen

Avoid FNO in Adani stocks

Bad news after Bad News

ADANI GROUP

The US Federal Court has issued arrest warrants for Gautam Adani and his nephew Sagar Adani.

This Arrest warrant will also be sent to foreign law enforcement agencies.

Nifty Support 23330 to 23270 zone if broken 22980, 22881 and 22500 can be seen

https://timesofindia.indiatimes.com/videos/international/u-s-warns-of-big-russian-attack-shuts-down-embassy-in-kyiv-nuclear-world-war-iii/videoshow/115478324.cms

https://www.cnbc.com/2024/11/20/billionaire-gautam-adani-charged-in-new-york-with-massive-fraud.html?__source=androidappshare

https://youtube.com/shorts/zOlIgi8DDJ4?si=C9WMuEUyTgsdqHfV

https://www.bloomberg.com/news/articles/2024-11-19/ukraine-carries-out-first-atacms-strike-in-russia-rbc-ukraine?utm_source=google&utm_medium=bd&cmpId=google

Tomorrow Maharashtra Election so Market Leave

Banknifty 51000 n 51200 resistance

Tomorrow Market holiday so trade safe
, Nifty 23770 to 23820 small resistance

Vaibhav Global looks great for a good ride. short SL 260, Long term NO SL for me.

Bank nifty 50448 is intraday resistance
Supports 49880

Nifty Looks weak in weekly Candle , 23330 and 23193 and next upcoming levels.
Swing Traders be safe.
Long term Investors Don’t buy in bulk add slowly

All u need to know about NTPC green IPO

https://www.instagram.com/reel/DCY_dfkCZB9/?igsh=MWQ0enRibXZ4Y3RoOQ==

5 important to double ur returns given

Important Update and

https://youtube.com/shorts/eooO7B0ykRs?si=akqVysYfuOsyQ50n

Tomorrow Market holiday for Guru Nanak jayanti

Bank nifty in sideways between 50300 n 49880

Yellow breakout level, Red targets

So far Nifty is down as per data and technicals , 23640 has to be broken for upmove.

Nifty important support at 23540

Yesterday levels are still valid

*Starting November 29, 2024, NSE will introduce F&O contracts on 45 additional scrips, including notable names like Jio Financial Services, Zomato, & Dmart. This inclusion opens up the possibility for these companies to eventually secure a spot in the Nifty.*

https://www.instagram.com/reel/DCT3-XwuzOQ/?igsh=eTZmMnBhZXN4b3R2

Adani Power 495 , 440 and 415 good supports

Tata motors Buying levels 800, 770 and 650 (don’t miss levels)

Banknifty struggled to cross 52500 for last weeks, if closes below 50220 then 49600 and 48600 is easily possible.

Nifty if closes below 23800 this week , then next support 23220 , 22775, 21710 is possible

If 50630 broken then 50000 expected today or tomorrow

50280 and 50000 are next supports

https://www.instagram.com/reel/DCOxGS6tHOz/?igsh=ZXZqYXZrOXczb3d1

Nifty next level 24373

Both Nifty n BN levels are done

Nifty resistance 24090 , 24130 and 24190

Banknifty Resistance 51490, 51552 and 51680

Banknifty 51370, 51174 and 51110

Nifty supports 23980, 23954 and 23880

Another blow from Sebi to fno traders.

Accredited investors definition:

To be an accredited investor, an individual must meet one of the following criteria:

Have an annual income of at least ₹2 crore

Have a net worth of at least ₹7.5 crore, with at least ₹3.75 crore in financial assets

Have an annual income of at least ₹1 crore and a net worth of at least ₹5 crore, with at least ₹2.5 crore in financial assets

Tata motors is in Support, 800 to 770 good to add if u get at 670 level don’t miss .

Watch and share it 🙏

https://www.instagram.com/reel/DCG_-cvPGYq/?igsh=b2cyNjU0bTdvZ2ds

Stimulus not announced. Metals going down.😇😇

If Stimulus announced Indian market might fall again

*China Stimulus Announcement Time.*
The announcement regarding China’s economic stimulus package is expected to occur on November 8, 2024, at the conclusion of the National People’s Congress meeting. This timing aligns with China Standard Time (CST), which is 2 hours and 30 minutes ahead of Indian Standard Time (IST). Therefore, the announcement will likely be made around 5:30 PM IST or 4:30 PM IST.

*If announce big stimulus package Monday also big gap down possible! FFIs fund shift to china from India ?*

Nifty next Resistance 24290, 24330 and 24450

Banknifty support 51660 , if broken 51390 is next support

Below 24090 , 23968 can come

Nifty support 24177 ,24090, resistance 24240 , resistance should be broken

https://www.ndtvprofit.com/mutual-funds/mf-stress-test-sebi-now-trains-its-guns-on-sectoral-and-thematic-funds

Support literally worked work today

Banknifty Supports are 51000 , 50784 and 50665

These supports r still valid

Don't urge in options till November 20th as the weekly contracts are getting ended , volatile move ll be there till that

Checkout this

https://www.instagram.com/reel/DB8qQeausY0/?igsh=MWQ0eGhlcDNmdmI2

51110 done

Nifty done 23880

*ALERT♥️HUGE SELLING SEEN ACROSS THE BOARD👁️ TOMORROW ELECTION OF US PRESIDENT & RESULTS ON 8 NOVEMBER, SO STAY LIGHT IN ANY SIDE OF TRADING & FRESH DELIVERY BASE INVESTMENT ARE ADVISABLE ONLY AFTER COMPLETION OF Q2 RESULTS SESSION ON 17TH NOVEMBER*

Banknifty support 51300 and 51110

Nifty below 24000 , 23880 , 23665 are next upcoming supports

Didn’t even have a chance to enter 😇

Flat opening in Nifty n Banknifty need to wait for breakout either side

🚨 *Reminder - US elections on 5th November*

Here’s the timeline -

1. Voting day - 5th November, voting till 6 pm

2. Counting of votes - 5th November, after 6 pm

3. Final results - Could take several days, in 2020 it took 4 days

4. Inauguration of new President - 20th January, 2025

*Expecting VIX and volatility to be high for the the coming week.*

*Money Times Talk*

*1st November 2024*

₹

Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

*As per a market veteran,* while Samvat 2080 rewarded investors well, he urges caution in Samvat 2081 due to anticipated volatility and suggest that investors focus on select stocks rather than the indices through November.

The 1500 cr. PLI scheme in recycling E-waste will benefit Eco Recycling the pioneer and leader in this space. Stock which is already hovering around the 4-figure mark is sure to cross it in Samvat 2081.

As per astrology view some important turning dates are 1, 4, 8, 14 & 18TH November 2024.

What investors should learn from Mahabharata: 1) Don't risk all your capital for profit like Yudhishthira. 2) Avoid becoming infatuated with any stock like Dhritarashtra. 3) Steer clear of advisors like Shakuni, especially those promising quick multi-bagger gains. 4) Don't treat your holdings like an army, as with the Kauravas. 5) View the stock market as a business, not as a game of cheats.

5 Key Lessons from ‘Stocks to Riches’ by Parag Parikh: 1) Parikh highlights the power of long-term investing and the magic of compounding where even small returns can lead to significant wealth. 2) He emphasizes patience in investing, advocating for a focus on long-term potential rather than short-term fluctuations. 3) Understanding behavioural biases is crucial; Parikh discusses emotional investing and stresses the need for self-control and a disciplined approach. 4) Quality over quantity is essential; invest in fundamentally sound companies and avoid speculative trends. 5) Diversification is key for risk management; allocate assets wisely to balance risk and return while aligning investments with clear financial goals. Following these principles can help investors build a solid foundation for long-term financial success.

Analysis of the crash in Small & Mid-Cap stocks: The recent decline in the small and mid-cap segment of the Indian stock market results from several key factors: 1) Weak earnings: Many results announced until 31st October were flat or negative affecting investor sentiment compounded by aggressive FII selling throughout October 2024. 2) SEBI's new collateral regulations: New rules have drastically reduced the stocks eligible for collateral, limiting leverage for traders and investors. 3) Margin calls and forced liquidations: The lower leverage led to margin calls, forcing investors to liquidate positions and intensifying the sell-off. 4) Impact on HNIs: High-Net-Worth Individuals, often leveraging their investments, faced challenges as many holdings became ineligible as collateral. 5) Potential implications: Short-term volatility is likely as investors adjust to new regulations and process earnings impacts while corporate governance practices among small and mid-cap companies may come under scrutiny. 6) Long-term opportunities: Despite short-term uncertainties, the Indian economy's long-term prospects remain positive with potential buying opportunities arising from the recent correction.

*Advice to investors:* Stay calm and avoid panic selling; maintain a long-term perspective. Do thorough due diligence before investing; research and analyze thoroughly. Diversify your portfolio to mitigate risks and protect investments from volatility. Monitor developments closely; as the market stabilizes, opportunities may arise for disciplined and patient investors.

Key Points to Consider Before Buying Shares: 1) PE Ratio: The company's PE Ratio should be lower than the industry average indicating undervaluation. 2) ROE: Aim for an ROE above 15%, demonstrating good returns on shareholders' investments.

3) ROCE: Seek a ROCE above 15%, reflecting effective capital utilization. 4) Debt: Opt for companies with low debt to ensure financial stability. 5) Promoter Holding: Look for over 50% promoter shareholding, which indicates confidence and control. 6) Net Profit Growth: Ensure the company's net profit has risen YoY signifying stable growth. 7) Cash Flow: Positive and stable operational cash flow is essential for financial clarity. 8) Dividend History: A strong dividend history reflects a profit-sharing policy with shareholders. 9) Management Quality: Choose companies with experienced and reliable management teams. 10) Sector Performance: Assess the performance and outlook of the sector in which the company operates. Keeping these factors in mind can make investments safer and more profitable. Be an informed investor.

*As per market veteran,* during bear markets, many investors exit for years before returning at the next peak. FIIs sold over Rs.1 lakh crore in October, while Nifty fell over 8%. However, stocks with significant FIIs ownership and no promoters have shown resilience: 1) HDFC Bank rose with FII holding at 48%, 2) ICICI Bank remained stable with 46% FII sownership, 3) Axis Bank declined slightly despite 52% FIIs holding. This highlights that fundamentals and stock selection are crucial.

In 18th May MTTs, Himatsingka Seid given at Rs.135 touched Rs.177.

In 15th June MTTs, E Pack Durable given at Rs.212 touched Rs.471, a gain of 122%.

Last week in 26th October MTTs, Amal Ltd given at Rs.377 touched Rs.430, Artefact Projects given at Rs.74 touched Rs.79 & still looks very good, Cochin Minerals given at Rs.299 touched Rs.331 & still looks very good, Cybertech Systems given at Rs.216 touched Rs.225, International Travel House (ITHL) given at Rs.626 touched Rs.649, NSE SME Megatherm given at Rs.324 touched Rs.339, Morepen Lab given at Rs.74.60 touched Rs.79.50 & still looks very good, MNC Multibase India given at Rs.252 touched Rs.267 & still looks very good, Parag Milk Foods given at Rs.193 touched Rs.205 & still looks very good, PNB Gilts given at Rs.115 touched Rs.119, NSE SME Rulka given at Rs.363 touched Rs.372, Resonance Specialities given at Rs.106 touched Rs.106 & touched Rs.111 & still looks very good, Sagarsoft given at Rs.206 touched Rs.210 & still looks very good, TIGLOB given at Rs.199 touched Rs.199 touched Rs.209 & still looks very good, Tyche Ind., given at Rs.180 touched Rs.185 & still looks very good, Vinyl Chemicals given at Rs.354 touched Rs.365 & still looks very good during the week.

GDP projection by IMF & Goldman Sachs: China GDP: 2028: $27.4 trillion, 2075: $57 trillion. India GDP: 2028: $5.5 trillion, 2075: $52.5 trillion. US GDP: 2028: $32.3 trillion, 2075: $51.5 trillion. Indonesia GDP: 2028: $2 trillion, 2075: $13.7 trillion. Nigeria GDP: 2 028: $0.9 trillion, 2075: $13.1 trillion. Brazil GDP: 2028: $2.7 trillion, 2075: $8.7 trillion. Germany GDP: 2028: $5 trillion, 2075: $8.1 trillion. UK GDP: 2028: $4.2 trillion, 2075: $7.6 trillion. Japan GDP: 2028: $5.3 trillion, 2075: $7.5 trillion. Russia GDP: 2028: $2.2 trillion, 2075: $6.9 trillion. France GDP: 2028: $3.3 trillion, 2075: $6.5 trillion. Saudi Arabia GDP: 2028: $1.2 trillion, 2075: $6.1 trillion. Canada GDP: 2028: $2.6 trillion, 2075: $5.2 trillion.

Diwali Alerts: 1) In the current market downturn, sell bad shares to book losses and reinvest in good shares. For example, sell a bad share bought at Rs.11.30 for Rs.7.30 (30% down) and buy a good share at Rs.400, down from Rs.515 (21% down). When the market recovers, the good share could rise to Rs.2000, while the bad share may remain at Rs.3-4. The experience of those who sold JPASSOCIATE at Rs.250 during the 2008 recession and invested in Tata Elxsi at Rs.150 is a testament to this strategy as Tata Elxsi soared to Rs.7100 after 15 years while JPASSOCIATE dropped to Rs.7. 2) Long-term investors should not view fluctuations in their portfolio as profits or losses until they sell as good shares will recover over time.

3) Avoid daily share tips from social media and TV channels to minimize losses.

Focus on stocks like *Artefact Projects, Bank of Baroda, Cochin Minerals, HCC, Heranba Industries, International Travel House (ITHL), Lactose (India), Morepen Lab, MNC Multibase India, Parag Milk Foods, PNB, Pennar Ind., IPCA Lab, Resonance Specialities, Sagarsoft, Sucrosa, TIGOB, Tyche, and Vinyl Chemicals (India)* for potential gains. Develop a process to maximize wins and minimize losses.

*T & I Global* manufactures food and agro-processing machinery quotes at a PE of 11x and has a debt-free status. It posted FY24 EPS of Rs.19.61 and 18.7% sales growth over 3 years and appears undervalued at the CMP versus its 52-week high of Rs.352.

*Sagarsoft* notched higher H1 PAT of Rs.3.70 cr. and has reserves of almost 10 times its equity base. Available at a PE of 12x and ROCE of 16.2%, the stock may surpass its 52-week high of Rs.260.

*Artefact Projects* has Rs.52.22 cr. in reserves it trades at a PE of 10x below its private placement price of Rs.111. It posted 555% higher NP of Rs.1.44 cr. and is likely to surpass its 52 weeks high Rs.111.

*Tyche Industries* has Rs.116 cr. in reserves and quotes at a PE of 15.2x. With Q1 PAT of Rs.2.73 cr. and an attractive CMP of Rs.180, it may surpass its 52-week high of Rs.230.

*Heranba Organics* begins production and likely to add Rs.300 cr. in revenue. It posted 2138% higher Q1FY25 NP of Rs.34.46 cr. YoY. At CMP of Rs.460, it's undervalued against its lifetime high of Rs.945

*Multibase India* is a debt-free MNC with Rs.122 cr. in reserves and Rs.12.62 cr. in equity. Its Q1, NP rose 61% to Rs.3.92 cr. Stock is poised to surpass its 52-week high of Rs.337.

*BF Utilities* fell sharply from Rs.1064 to Rs.786 since MTT’s 12th October exit recommendation and remains overvalued. Notably, BSE/NSE has shifted it to the BZ group from the B group.

*Cochin Minerals & Rutile* notches 139% higher H1 PAT of Rs.13.01 cr. and 6-month EPS of Rs.16.62. With Rs.141 cr. in reserves on Rs.8 cr. equity, it hit a new 52-week high of Rs.372 on 31st Oct.

Market grapevine suggests these stocks as top Muhurat picks: Artefact Projects, Bank of Baroda, HCC, Heranba Industries, Inox Wind, ITHL, Lactos (India), Morepen Lab, MNC Multibase India, PNB, Resonance Specialities, Sagarsoft, Sucrosa, TIGOB, Tyche Ind., Vinyl Chemicals.

*Pavna Industries* posted strong Q2FY25 earnings with PAT up 76% YoY. Revenue rose 16% YoY to Rs.7952.26 lakh with 44% EBITDA growth and a PAT margin gain of 144 bps YoY.

*Motisons Jewellers* delivered good Q2 results with 101% PAT growth YoY. Revenue rose 21% YoY to Rs.10934.44 lakh and EBITDA grew 34% lifting PAT margin by 374 bps YoY.

*Nandan Denim* posted robust H1FY25 performance with PAT rising 64% YoY. Revenue surged 62.25%

*Cellecor Gadgets* ties-up with Dixon Technologies to expand into manufacture of washing machines boosting its 'Make in India' product line with a focus on quality & innovation.

*Servotech Power’s* new range of solar inverters, battery storage systems & solar pump controllers align with govt. push for residential, commercial & agricultural solar energy use.

*Zee Media Corp.* posts H1 revenue of Rs.306.7 cr. with significant improvement in Zee News market reach and leads the Hindi business news segment with 77.4% market share.

*Sky Gold* brings on CaratLane (Titan subsidiary) and P.N. Gadgil Jewellers as key customers, marking notable growth in its operations.

*Mangalam Worldwide* reports Q2FY25 net profit growth of 226%.

*Maiden Forgings* signs an agreement to sell Unit II land as part of its strategic consolidation and expansion.

*Osia Hyper Retail* opens a new 30,000 sq.ft. store in Kanpur, expanding its U.P. presence.

*Sejal Glass* posts 124% growth in Q2FY25 net profit.

*Harshadeep Hortico* reports 71% rise in Q2FY25 net profit.

*Kaushalya Logistics* secures a transportation contract with Uttarakhand Seeds & Tarai Development Corporation.

*Supreme Power Equipment* closes H1FY25 with an 11% growth in topline and bottomline.

*Adani Wilmar* posts Q2 NP of Rs. 311 cr. rebounding from a loss of Rs. 130 cr. Its H1 NP touched Rs. 624 cr. from a loss of Rs. 210 cr. confirming its sharp recovery.

*DCB Bank* posts 25% higher Q1 EPS of Rs. 5 and 14% higher H1 EPS of Rs. 9.2, which may lead to FY25 EPS of Rs. 21+ with a forward P/E of 5.4x v/s the industry average of 16x.

*Rushil Décor's* new Gujarat facility will add 2.8 mn. sheets annually and is expected to begin its operations in Q3FY25. Its joint venture aims for production of 300 boards per day.

*Shriram Pistons & Rings* into pistons & engine components posted 15% higher Q1 EPS of Rs. 26, which may lead to FY25 EPS of Rs. 120 from Rs. 100 in FY24.

*International Conveyors* posted 126% higher Q1 EPS of Rs. 5, which may lead to FY25 EPS of Rs. 13 on its small equity of Rs. 6.3 cr. The share trades at a forward P/E of just 8.2x.

*Karur Vysya Bank* posted 25% higher Q2 EPS of Rs. 5.9 and 26% rise in H1 EPS to Rs. 11.6, which may lead to FY25 EPS of Rs. 24+ from Rs. 20 in FY24 while its NPA fell to 0.28% from 0.47%.

*Western Carriers (India)*, a multi-modal logistics co. posted FY24 sales of Rs.1,691 cr. It provides customizable logistics solutions, signaling strong long-term potential.

*IST* posted 43% higher Q1 EPS of Rs. 45.2, which may lead to FY25 EPS of Rs. 160 from Rs. 108 in FY24, supported by a small equity base of Rs. 5.8 cr.

*Veritas (India)* posted 90% higher Q1 EPS of Rs. 18, which may lead to FY25 EPS of Rs. 85 from Rs. 70 in FY24. Consider buying for decent gains.

*V-Marc* manufacturer of wires & cables, posted 77% rise in H2 EPS to Rs. 9.4, which may lead to FY25 EPS of Rs. 24+.

*Bank of India* with over 5100 branches posted 11% higher Q1 EPS of Rs.4.2, which may lead to FY25 EPS to Rs.18 from Rs.15.5 in FY24.

*Visco Trade Associates,* a non-banking financial co., posted 136% higher Q1 EPS of Rs.7.8, which may lead to FY25 EPS of Rs.22. The stock trades at a forward P/E of just 3.4x.

*Tamilnadu Mercantile Bank* posted 11% higher Q2 EPS of Rs.19.2 and 10% growth in H1 EPS of Rs.37.3, which may lead to FY25 EPS of Rs.75. Its NPAs improved to 0.46% from 1% with a forward P/E of 5.7x compared to the industry average of 16x.

*Capacite Infra Projects* posted 125% higher Q1 EPS of Rs.6.3, which may lead to FY25 EPS of Rs.25. It recently secured orders worth Rs.1,203 cr. from Signatureglobal (India).

*Indian Bank* posted 35% higher Q2 EPS of Rs.20.8 and 38% growth in H1 EPS to Rs.39.9, which may lead to FY25 EPS of Rs.82+. Its NPAs improved to 0.27% from 0.60%. The stock trades at a low P/E of 6.6x.

*Styrenix Performance*, posted 47% higher H1FY25 EPS of Rs.74.7, which may lead to FY25 of Rs.140+. The co. is expanding to meet growing demand and the share is poised to hit a new 52-week high.

*Canara Bank* posted Q2 EPS of Rs.4.6 and H1 EPS of Rs.9.1, which may lead to FY25 EPS of Rs.20. Its NPAs improved to 0.99%, down from 1.41% YoY. It raised Rs.13,000 cr. through bonds, enhancing financial prospects. The stock trades at a forward P/E of just 5x

*Money Times Talk is part of 'Money Times' publication.bs.*

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2 and FY24 EPS of Rs.25.5, which may lead to FY25 EPS of Rs.28 after a 1:4 bonus issue on expanded equity of Rs.10.3 cr.

*Muthoot Micro Finance* posted 18% rise in NP of Rs.113.2 cr. on 34% higher income of Rs.641 cr., which may lead to FY25 EPS of Rs.36. Good for the medium-to-short term.

*Sree Rayalaseema Hi-Strength Hypo* expands Sodium Methoxide production and posted Q1 EPS of Rs.12 with FY24 EPS at Rs.47. Diversifying into PCB and electronics, it is poised for growth.

*Siyaram Recycling* bags Rs.9.3 cr. orders from Greenland Trading & Axelon Group Jamnagar. It raised Rs.35.4 cr. via preferential allotment to key investors. Is promising long-term prospect.

*City Union Bank* posted 17% rise in H1 EPS to Rs.7.4, which may lead to FY25 EPS of Rs.16.5. Its Net NPA fell to 1.62%, signalling bright prospects.

*Cigniti Technologies* posted Q2FY25 EPS of Rs.19.4, which may lead to FY25 EPS of Rs.62+, positioning it for potential gains given its leadership in AI and digital assurance.

*LIC Housing Finance* posted FY24 EPS of Rs.86, which may lead to FY25 EPS of Rs.95. With a P/B of 1.05x, it remains the cheapest stock in the housing sector.

*Emami Paper* posted FY24 EPS of Rs.13.9, which may lead to FY25 TTM EPS of Rs.15.8. It trades at a forward P/E of 6.5x against the industry average P/E of 16x.

*IIFL Securities* posted 90% rise in Q2 EPS to Rs.6.7, which may lead to FY25 EPS of Rs.28, reflecting strong growth across retail and institutional segments.

*Money Times Talk is part of 'Money Times' publication.bs.*

Nifty Midcap and Small Cap indices grew over 50% last year but now witness daily fall of 2-3%, which may cumulatively amount to 20-30% correction in the current negative market. Investors must focus on performers like Amal, Artefact Projects, Cochin Minerals Rutile, Cybertech Systems, International Travel House (ITHL), Lactose (India), NSE SME Magatherm, Morepen Lab, Multibase India, Parag Milk Foods, PNB Gilts, NSE SME Rulka, Resonance Specialities, Sagarsoft, Somiconvey, TIGOB, Tyche and Vinyl Chemicals (India) for potential gains in the short to medium term.

NSE SME *Megatherm Induction* FY24 PAT rose 48% to Rs.20.72 cr. on Rs.393 cr. order book. With a 3-year PAT CAGR of 133%, stock is undervalued at Rs.324 against its high of Rs.490.

*Sagarsoft* posts 454% higher Q1 PAT of Rs.2.05 cr. with a P/E of just 13x. With 16.2% ROCE, Rs.62 cr. reserve and 51.36% promoter holding. If it closes above Rs.260, it may open to Rs.290–322 trading range.

Tea stocks may rally as demand rises and production drops. *T&I Global* posted FY24 EPS of Rs.19.61 with 18.7% 3-year sales growth, 18% ROCE & 52-week high of Rs.352, it looks highly undervalued.

*Lactose (India)* posted 151% higher Q2 PAT and 144% H1 PAT to Rs.4.3 cr., with strong ROCE at 18% and ROE at 15.5%. Stock at Rs.172 would open to Rs.230-265 range if it closes above Rs.200.

*Artefact Projects* bags good orders for 7 years and sharply reduces debt. With 555% rise in NP to Rs.1.44 cr. on a QoQ basis, it has potential to exceed its 52-week high of Rs.111.

*Rulka Electricals* has new orders worth Rs.48 cr. With NPM improving from 3% to 9%, it boasts ROCE of 50.6% and ROE of 62.9%. At Rs.362, it is attractive v/s to its 52-week high of Rs.667.

*Multibase (India)* boasts reserves of Rs.122 cr. on equity of Rs.12.62 cr. It posted 61% higher Q1FY25 NP of Rs.3.92 cr. If it surpasses its 52-week high of Rs.337, a new trading range of Rs.360 to Rs.403 could open.

*Cybertech Systems & Software* posts 84% higher revenue of Rs.89.4 mn. with 38% higher NP at Rs.73.6 mn. With FY24 dividend at 20% , stock looks attractive at Rs.218 below its 52-week high of Rs.293.

*Cochin Minerals & Rutile* posts Q1FY25 PAT up 162% to Rs.5.95 cr. with 26% ROCE & reserves of Rs.141 cr. At Rs.299, stock is undervalued compared to its 52-week high of Rs.361.

*Amal*, part of the Atul group, posted 223% rise in PAT to Rs.5.53 cr. and is likely to surpass its 52-week high of Rs.489.

*Tyche Industries* posted Q1FY25PAT of Rs.2.73 cr. and trades at a PE of 15.2x. around Rs.180. With reserves of Rs.116 cr. it could touch Rs.250-277 and surpass its 52 week high of Rs.230.

*PNB Gilts* posted 888% higher H1FY25 PAT and is likely cross its 52week high of Rs.149. Stock looks attractive at Rs.115.

*ITD Cementation's* promoter, Italian-Thai Development to sell 46.64% stake to Renew Exim DMCC at Rs. 400/share below CMP of Rs. 539 and also offer additional 26% stake at Rs. 571.68/share.

*IDFC First Bank* is set for a sharp rebound post-merger with IDFC, which reduced its equity. Long-term investors could see over 60% returns ahead.

*Par Drugs and Chemicals*’ strong Q2 EPS of Rs. 6, positions the stock at Rs. 275 as undervalued with a potential to double.

Following the market shakeout, PSU stocks like *HUDCO, IRCON and Mazagon Dock Shipbuilders* appears attractive for 20% returns in the next six months.

*Moschip Technology* saw 50%+ rise in Q2 semiconductor revenues. The stock has corrected over 30% from its highs and is worth monitoring.

*TRF* has dropped from Rs 670 to Rs 415, trading at a forward P/E under 10x, making it a good accumulation candidate for future gains.

*Aartech Solonics* with Mcap of Rs 193 cr. is gaining traction in the Defence & Power sector with its highest-ever order book and recognition from the Indian Army for ‘KranKing’.

*Rudra Global Infra Products* plans Rs 190 cr. capex for a solar project targeting Rs 1000 cr. in TMT bar production. Its Rs 20 cr. investment in defence castings will propel growth.

The Market Mood Index indicates Nifty is in an extreme fear zone, historically a good buying opportunity. Key support levels for Nifty are at 24102, 23703, 23366 and 22821, while resistances are at 24408, 24547, 24714, 24996, and 25338. A move above 25338 could signal a bullish trend towards 25656.

Small and mid-cap stocks have crashed due to 1) 97% of results announced until 25th October being flat or poor and experts indicating continued underperformance until mid-November. 2) Substantial FII selling worth Rs. 1,00,149 cr. on October 24 is expected to persist until the end of the month, causing panic among investors. The new SEBI regulation has removed around 1,010 stocks from being used as collateral for loans, limiting leverage for traders and triggering a massive unwinding of positions. Most small and mid-cap stocks have plummeted between 20% and 60% in a matter of days, raising questions about what fundamental changes occurred. With a peak MTF book of Rs. 73,500 cr. and reduced stocks acceptable as collateral from 1,730 to around 700, many investors may struggle to meet margin calls, exacerbating the situation. As high-net-worth individuals often leverage their positions, their inability to use these stocks as collateral has led to widespread losses, significantly impacting the supply and demand dynamics in the small and mid-cap segments.

A circular issued in July 2024 for delisting collateral gradually reduced trading limits from 75-80% to 40%. By November, the loan value on many stocks may fall to zero, causing panic among investors. Stocks previously valued at Rs. 100 with loans of Rs. 75-80 will drop to Rs. 40, leading to uncertainty for around 1,000 shares used as collateral and resulting in unwinding positions.

The regulatory circular prohibiting margin funding in over 1100 stocks include market favourites like Adani Power, Tata Investments, HUDCO, etc. Other stocks where little or no leverage will include Yes Bank, Suzlon, Bharat Dynamics, Paytm, Pilani Investments and Industries (Birla Group), Autumn Investments, Atul Auto, Allcargo, IRB Infrastructure, NBCC, Go Digit, Inox Wind, Jupiter Vagons, KIOCL, Jyoti CNC Automation, JBM Auto, Hetson Agro Product, Tejas Networks together with many other well-known small and mid-cap companies that generated high trading interest created by operators raising funds against pledged shares and buy more to push up the scrip further will cease by 31st October 2024. Operators have been forced to return borrowed funds by liquidating their stocks, which has led to the sharp decline in the market. These will, however, stock after 1st November with this new regulation and panic selling will be contained.
In 6th January MTTs, Cignity given at Rs.1041 touched Rs.1552 during this week in a highly negative market.

In 13th January MTTs, Anantraj given Efactor given at Rs.162 touched Rs.300 - a gain of 85% in highly negative market sentiments.

In 27th January MTTs, Essen Specialty Films given at Rs.219 touched Rs.687 - a superb gain of 214%.

In 10th February MTTs, Univastu given at Rs.134 touched Rs.276 - a gain of 106%.

In 17th February MTTs, Lehar Footwears given at Rs.132 touched Rs.275 during the week - a gain of 108%.

In 16th March MTTs, Ritco Logistic given at Rs.223 touched Rs.409 - a gain of 83%.

In 6th April Kaka Industries given at Rs.179 touched Rs.328 - a gain of 83% during the week

In 18th May MTTs, Va Tech Wabag given at Rs.981 touched Rs.1906 - a gain of 94% during the week.

In 15th June MTTs, EPack Durable given at Rs.212 touched Rs.471 - a gain of 122% during the week.

In 17th August MTTs, Pennar Ind., given at Rs.168 touched Rs.215 - a gain of 28%, Univastu given at Rs.228 touched Rs.276 during the week.

In 12th October MTTs, BF Utilities at Rs.1064 was suggested to exit. It declined to Rs.871 and still looks overpriced.

Last week in 19th October MTTs Roopa Industries given at Rs.88 touched Rs.115 in highly negative market sentiments

*Tata Power* aims to establish 1 lakh EV charging stations by 2025. Its 74.2% CAGR PAT growth and recent LOI for a transmission project points to strong growth prospects.

*RattanIndia Enterprises* operates in tech-driven sectors holding Rs 1300 cr. stake in RTN Power. Its strong Q1 results indicate continued momentum likely in Q2.

*Urban Enviro Waste Management* posted H1FY25 sales up 54.84% YoY and PAT up 1.91x to Rs. 7.63 cr. with EBITDA margins at 21.12%, suggesting promising returns ahead.

*Julien Agro Infratech* approves 1:2 stock split & interim dividend. It posted strong Q2FY25 PAT of Rs. 204 lakh. Agro sector is in focus due to govt. push.

*HMA Agro Industries* signs an MOU with Selangor Agricultural Development Corporation, expanding its international presence in Malaysia.

*PC Jeweller* posted outstanding H1FY25 earnings with revenue jumping 797% YoY driven by improved consumer demand and footfalls further bolstered in Q2FY25.

*GRM Overseas* partners with Supermercados Central in Chile to enhance market penetration and brand visibility as its exclusive distributor.

*G G Engineering* posts robust H1FY25 earnings with revenue up 90% YoY. EBITDA surged 606.59% to Rs. 1269.04 lakh and PAT rose 741.17% to Rs. 918.56 lakh.

*Mishtann Foods* posted strong Q2FY25 with revenue of Rs. 341.87 cr., EBITDA up 20% YoY and PAT up 22%. Withdrawal of export tax on parboiled rice is a significant positive for the co.

*Standard Capital Markets* approves Rs. 500 cr. fund raise and announces a zero-cost EMI scheme for schools to acquire interactive flat panels (IFPs).

*Afcons Infrastructure* IPO is open, rated ‘Subscribe - Long Term’ by Anand Rathi and Canara Securities, recognizing its global expansion and unique projects.

*Vishal Fabrics* posts robust H1FY25 with PAT up 66% YoY to Rs. 1127.38 lakh, revenue at Rs. 72740 lakh and EBITDA up 34.38% YoY to Rs. 5720.84 lakh.

*SBC Exports* posts 200% YoY profit growth with Rs.50 cr. in export orders. Its new Ghaziabad facility will enhance its global capacity.

*Kaushalya Logistics’* Amritsar depot is operational and will boost JK Cement's distribution across Punjab and nearby region.

*Shera Energy* posted a record breaking H1FY25 consolidated net sales of Rs.597 cr. with Q2FY25 sales crossing Rs.300 cr. (provisional).

*Emerald Finance* to provide an Early Wage Access program Diplast Plastics employees to enable them access part of their salaries throughout the month.

Unihealth Consultancy is renamed *Unihealth Hospitals* effective 14th Oct 2024 with a new incorporation certificate issued on 21st Oct. 2024.

*Vedavaag Systems* approves allotment of 79,38,000 convertible warrants at Rs.63 each to promoters and non-promoters.

*Dhruv Consultancy* extends its empanelment with U.P. State Bridge Corporation for design consultancy including detailed project reports (DPR) for major bridges and flyovers.

*Basilic Fly Studio* reports a strong project pipeline for its subsidiary ‘One of Us’ with an order book over £20 million across major film and TV projects.

*Network People Services Technologies* allots 3,900 equity shares with FV of Rs.10 under the NPST Employee Stock Option Plan 2023.

*Emerald Finance* has also partnered with Shiv Shakti Industry to offer Early Wage Access, allowing employees to access a portion of their salaries throughout the month.

*Best Agro* posted Q2 EPS of Rs.40 and H1 EPS of Rs.49, which may lead to FY25 EPS of Rs.70, supported by its strong product pipeline and new launches.

*Karur Vysya Bank* added 3 branches in Tamil Nadu with Q2 EPS up 25% to Rs.5.9, which may lead to FY25 EPS of Rs.24+. Investment in Govt. securities rose 19% to Rs.22,344 cr.

*Agarwal Industrial Corporation,* posted 41% higher Q1 EPS of Rs.26.1, which may lead to FY25 EPS of Rs.100. It trades at a forward P/E of 10.6x. Its medium-short term prospects are bright.

*Styrenix Performance* posted 89% growth in Q1FY25 EPS at Rs.34.8, which may lead to FY25 EPS of Rs.135, driven by major expansion plans.

*Aurangabad Distillery* posted H2 EPS of Rs.14.

Quality stocks are essential for long-term growth; rallies have occurred based on profit expectations and companies must consistently deliver exceptional earnings to maintain momentum. Currently, panic creates opportunities for long-term investors in quality stocks with strong Q2 results. Market trends will be influenced by earnings realities and growth expectations.

Many investors are curious about how the call auction session will function on 28th October without upper limit bands on holding companies. According to a SEBI circular dated 20th June 2024, it will operate like an IPO opening day, allowing limit orders between 9:00 to 9:40, followed by an order matching session. Unfortunately, this crucial detail has not been adequately covered by major media leaving retailers uncertain about price limits. Investors deserve guidance on platforms to ensure reasonable price: book ratios of 0.6: 0.7.

As per market grapevine, growth stories in PSU's, defence, railways, power and shipping have vanished overnight, with even Rs. 23,000 cr. in monthly SIP inflows failing to prevent corrections of 30-50% in most stocks. BPCL, HPCL, MOIL and NLC reported poor Q2 results. Moral: 1) Price follows earnings and growth seen in the balance sheet not by rosey press releases. 2) The stock market is cyclical—good times are followed by bad, so avoid one-way bets. 3) Valuation bubbles always burst and cannot sustain indefinitely. 4) Learning to sell and book profits is crucial; paper profits don't translate to real gains. 5) The 2024 landscape shows new highs followed by significant tumbles, indicating potential traps for investors. Successful investing requires emotional control, fact-based decisions, continuous learning and risk awareness—traits not everyone possesses.

As per market veteran, just months ago, the focus was on when the market would fall; now, it's about when the bottom will form. A market bottom occurs when fear peaks. Patience is essential—real investors seize quality stocks at reasonable valuations during sell-offs, as panic and opportunity go hand in hand.

As per market veteran, certain individuals should refrain from investing in the stock market: 1) Those who cannot book losses. 2) Those relying solely on tips and updates from others. 3) Those who lose sleep when markets fall. 4) Those seeking quick profits without understanding that there are no shortcuts to doubling money in the stock market. 5) Focus on either slow learning or regular SIPs.

As per market veteran, despite the prevailing negativity on social media and news outlets, India’s biggest bull market from 2003 to 2007 saw a remarkable 214% return on Nifty (~35% CAGR). However, many investors failed to profit because they sold during downturns. The market faced declines of 14%, 27%, 13%, 29% and 15% during those years, which are typical fluctuations. Those who remained invested or bought growth-oriented companies at reasonable valuations during such declines built significant wealth. Patience is key!

As per market grapevine, the Covid correction lasted 45 days,with a 35% decline from Nifty 11,800 to 7,600 and mid- and small caps falling up to 60%. However, it was followed by impressive returns. Currently, after 28 days of correction and an 8.1% drop in Nifty, many stocks are down 10% to 60% from their highs, but the small-cap index is down only 9.5%, highlighting the importance of stock selection. Within any market phase, the ability to identify strong companies is crucial. Quick and significant returns are unlikely in SAMVAT 2081, so investors should remain calm and stay invested in solid stocks. After Q2 results are announced on 15th November, conduct a thorough analysis of your portfolio and consider reshuffling under expert guidance if necessary.

Nifty November Outlook: The stock market remained bearish ahead of Diwali with Sensex down 6000 points and Nifty slipping 2100 points due to FII selling and disappointing earnings. However, the Nifty showed signs of recovery, gaining 107 points from the day's low, suggesting a potential bottom formation.

*Money Times Talk*

*26th October 2024*

₹

Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

*As per astrology view* some important turning dates are 28, 29 & 31 Oct and 1, 4 & 8 Nov 2024. As of 25th Oct, the market has completed two Saturn cycles indicating a potential short-term bounce in Indian markets.

Here are 10 recommendations for Diwali 2024 to Diwali 2025, emphasizing the importance of mastering key indicators: 1) RSI (Relative Strength Index): Measures price strength; oversold at 30, overbought at 70. 2) MACD (Moving Average Convergence Divergence): Tracks crossover between two moving averages; settings of 12, 26 and a 9-period signal line. 3) Ultimate Oscillator: Combines three-time frames for buying/selling pressure; popular settings are 7, 14 and 28 periods. 4) Bollinger Bands: Shows price relative to upper/lower bands; uses a 20-period moving average and standard deviation of 2. 5 ADX (Average Directional Index): Measures trend strength; values above 25 indicate strong trends. 6) Stochastic Oscillator: Compares closing price to its range; common settings include 14 periods for %K and 3 for %D. 7) Parabolic SAR: Identifies trend reversals; commonly configured with a 0.02 step and 0.2 maximum. 8) MFI (Money Flow Index): Smilar to RSI but incorporates volume; levels of 20 and 80 indicate oversold and overbought conditions. 9) CCI (Commodity Channel Index): Measures price deviation; default is 20 periods with levels of +100 and -100 for overbought/oversold. 10) Heikin Ashi Candles: Smooth price fluctuations for clearer trends; ideal for trend-following strategies.

*As per market veteran*, in times of bearish trends and market volatility, it's crucial to remember these principles from market veterans: 1) Don't sell your winners in a weak market. They will recover quickly when the market rebounds. 2) Market Cycles: Selling during weak markets can lock in losses; holding strong assets allows you to benefit when conditions improve. 3) Strong Fundamentals: Quality stocks with solid fundamentals tend to outperform long-term and recover faster after temporary declines. 4) Avoid Emotional Decisions: Panic selling prevents capitalizing on eventual recoveries; patience and a long-term perspective are essential. 5) Rebounding Potential: Historically, markets rebound after downturns and fundamentally strong stocks often recover faster than weaker ones. Stay focused on the bigger picture and don't let short-term weakness dictate your decisions.

As per market veteran, the market offers multiple buying opportunities but rarely allows for repeated booking of huge profits. There are three market trends: 1) Bull market 2) Bear market 3) Silent killer market. The current trend is a silent killer indicating hidden damage; stocks are falling without visible wounds to the portfolio. When markets rise, optimism reigns; when they fall, pessimism prevails. The market behaves like a swing, oscillating between highs and lows. Investors seize discounts on platforms like Flipkart and Amazon, while market experts capitalize on panic in the stock market.

As per market veteran, until 25th October, 97% of Q2 results were average or poor and till 15th November, this trend is likely to continue, contributing to market declines. The significant drop in just 19 trading days is attributed to record FII selling worth Rs. 1,00,149 cr., which may persist until 31st October. Those anticipating a rally should consider what would trigger it amid such disappointing results from major companies.

To watch option buying course

Step 1: Install the ‘My Communities’ app from the App Store

Step 2: After installing this app, need to click on the below link to land in trading couple community https://tradingcouples.rpy.club

Step 3: Then we need to login with our credentials

Step 4: Post which the community related videos appear under purchase


Post which the community related videos appear under purchase

Option buying Coupon code - DISCOUNT6000

Will we get recorded classes?
Answer :Yes

Any option buying strategy will be explained?

Answer : 20+ technical setups explained


How long the course is valid?
Answer : 6 months

Will there be live sessions to clarify doubts?
Answer : yes , once in 15 days

Option Buying class is available for 1999 till Diwali

https://tradingcouples.rpy.club/courses/0rBchOIs56

Pls check now

Penny stock lovers do sip in this

https://youtube.com/shorts/F--w6PVej9E?si=O4qkhYu6m3YcUrBF

*Important Note on pledged RIL shares*

Please note, a corporate action (1:1 bonus) in Reliance Industries Limited is scheduled for Monday, 28th October. Due to this 1:1 bonus issue, the stock price will adjust accordingly. market player with this stock in pledge are advised to arrange additional funds or pledge other stocks until the bonus shares are credited to their accounts. Kindly plan your margin utilization and positions accordingly or else this will result into penalty.

FII not buying at all and market is falling , don’t urge to Take positions,
SIP is absolutely fine

Pls check this n plan accordingly

https://youtu.be/TUrCFCUmKn4?si=ap3Wpls1LAg4TyUS

Valid for today

Banknifty resistance 51425 and 51550 and 51680

Nifty support 24330 and 24110

Banknifty support 50991, 50875 and 50550

Checkouts this second Diwali pick Stock

https://www.instagram.com/reel/DBbNX_nxo4u/?igsh=MWR3dXZrYXBhaTR4bA==

Close to 400 points done , opportunity is knocking the door, pick good stocks n invest at right price

HFCl support region 115

Nifty support 24550

Banknifty 😃😃100 points sharp move in 2 mins

Banknifty support 51930 and 51875
Resistance 52134, 52221 , 52310

Nifty range 24874 and 24710 , either side breakout will decide further move

TGVSL : CMP :105.7 , SL 90 , Weekly , 1 year holding 30 to 50% upside possible

Bajaj Housing Finance 1st result post-IPO; Q2 net profit up 21% on-year to Rs 546 crore

https://www.moneycontrol.com/news/business/earnings/bajaj-housing-finance-1st-result-post-ipo-q2-net-profit-up-21-on-year-to-rs-546-crore-12846499.html

promised 50% ,

now 184 high made, 70%done 😃😃😃

Fell down from our resistance and touched both Targets 😃

24740 done 💯

Banknifty resistance 52550, 52775, 52960
Support : 52220 and 52000

Nifty Resistance 24965, 25087
Support : 24820, 24740