Stock return multiplier

Aimtron Electronics

Co. secures USD 1.8 million international AI sector turnkey project.

PROTEAN EGOV TECH: CO RECEIVED A RS 161 CR WORK ORDER FROM CERSAI FOR IMPLEMENTING AND MAINTAINING CKYCRR 2.0 OVER 69 MONTHS

SOLAR INDUSTRIES INDIA: CO RECEIVED EXPORT ORDERS WORTH INR 2039 CRORES FOR SUPPLY OF DEFENCE PRODUCTS, TO BE DELIVERED OVER A PERIOD OF 4 YEARS

💰9 companies that achieved debt-free status with a three-year sales growth rate exceeding 20% 📈

✍️ Sector: Data Center

🔶 Netweb Technologies India Ltd:
🔶 D-Link India Ltd:
🔶 Techno Electric & Engineering Company Ltd:
🔶 ADC India Communications

✍️ Sector: Power/ Energy

🔶 Voltamp Transformers Ltd:
🔶 CG Power & Industrial Solutio
🔶 TD Power Systems Ltd:
🔶 Shilchar Technologies Ltd:
🔶 ABB India Ltd:

Today's stock
Greaves cotton

🇮🇳🚗 Hyundai Motor India:

● Total sales: 61,252 units (Domestic: 48,246 | Exports: 13,006).
● 🚙 SUVs dominate domestic sales with 68.8% share.
● 🛤️ Achieved record 22.1% rural contribution, expanding in India’s hinterlands.
● 🌱 Hy-CNG Duo technology boosted CNG vehicles to 14.4% of total sales.

Winter Special offer.
50% discount
Pay for 6 month and get 1 year of premium membership. Offer valid for first 5 members only. Instead of rs.7200 you have to pay only rs.3600.Hurry up.

Upcoming IPOs in December and Early January

Several companies are set to launch their initial public offerings (IPOs) in the coming weeks. Here's a list of the upcoming IPOs:

1. Vishal Mega Mart - ₹8,000 crore
2. Avanse Financial - ₹3,500 crore
3. Transrail Lighting - ₹922 crore
4. One Mobikwik - ₹700 crore
5. Senores Pharma - ₹600 crore
6. Solarworld Energy - ₹490 crore
7. Patel Retail Limited - ₹285 crore
8. Quadrant Future Tek - ₹275 crore
9. Indo Farm Equipment - ₹225 crore
10. Denta Water And Infra - ₹200 crore
11. Mamata Machinery - ₹175 crore

Note that these IPOs are expected to be smaller in size, and none of them have a shareholder quota.

COCHIN SHIPYARD; WINS RS 1000 CR ORDER

India's GDP Growth: A Mixed Trajectory 🇮🇳

• FY18 6.8%
• FY19 6.5%
• FY20 3.9%
• FY21 -5.8%
• FY22 9.1%
• FY23 7.2%
• FY24 7.3%
• Q1FY25 6.7%
• Q2FY25 5.4%

The gradual slowdown raises questions about sustaining growth momentum 🤔

Stock market Sector research

Transmission
Renewables
SemiConductor
Textiles
CDMO
Defence
Data Centre

Above businesses will shine by 2030

Top US Healthcare service & solution provider.

H1 Ebita 653.8Cr.

H2 will be much stronger historically due boarding charges.

PAT is lower due 3 adjustments related to 2 last acquisition , Esop, intangible asset amortization

FYI 26 PAT will be significantly higher

US Healthcare spend may growth consistently.

Stock name

Sagility india

📊 India’s Q2 GDP growth slows to a shocking 5.4%, lowest since Q3 FY23 📊

📮 India’s GDP growth for the July-September quarter plunged to a shocking 5.4%, the lowest since Q3FY23, according to data released by the National Statistics Office on Friday. This figure fell short of the CNBC-TV18 poll estimate of 6.5% and marked a steep decline from the 8.1% growth recorded in the same period last year and 6.7% in the April-June quarter.

Tiger Logistics Strengthens Position with Renewed Government Partnerships for
International Freight Handling

EMS COMPANIES IN FOCUS

IT Ministry likely to seek Cabinet’s nod for Rs 40,000 crore package to boost electronic components' manufacturing

Zomato, Jio Financial Services, Nykaa, DMart, and Paytm

45 new  stocks getting added in F&O from today

VERANDA LEARNING : Veranda Learning, NSDC and IAB to launch the “Certified International Accounting Professional (CIAP)” Program

📊 Indian pharma, textiles may gain from Trump's tariffs on China, Mexico, Canada 📊

📈 Opportunity for India: Higher US tariffs on Canada, Mexico, and China may boost Indian exports, especially in textiles, electronics, machinery, and pharma.

💰 Cost Advantage: Indian goods may become more affordable in the US market, attracting demand.

🏭 Manufacturing Boost: Likely increase in investments in Indian manufacturing to meet US standards.

⚠️ Caution Advised: Trump's broader trade policies might still target India; watch and wait.

🌞 Solar Sector Concern: India’s solar industry may face rising costs as 80% of components come from China.

🌍 Global Trade Risks: Retaliatory actions by China or trade wars could limit gains.

🤝 US-India Ties: Exclusion from tariffs could signal a US interest in strengthening trade relations.

Today's stock
1. Niyogin
2. Shaily engineering

Indian Geospatial market is to hit 1,00,000cr by 2030 by CAGR 13.35%

Geographic information system(GIS)
Global position system (GPS)
Remote sensing
GNSS

Smart city mission, PM Gati skathi & precision agriculture fuel growth

ceinsys tech
genesys

Keep an eye for infra, semiconductor , realty, power stocks on Monday which are concentrated in Maharashtra

Indian stock market will cheer in next week for today's result.✌️✌️✌️✌️✌️✌️✌️✌️✌️

Today's election results are extremely crutial for next week in stock market. Finger crossed

Ratnaveer precision is making big play.

largest washer manufacturer.
Doing massive Capex.

CWIP 109Cr
Vs FA 79CR.

Done 3rd fund raising within a year .
199Cr share 123Cr warrant issue at ₹186.

3 decade experience promoters in steel Industry ( Scion of Ratnamani metals)

ElectionResults

Maharashtra: BJP+ 126, INC+ 126
Jharkhand: JMM+ 38, BJP+ 36

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from Nov 24 last week .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for Nov 24 .
Hurry up.

Technofunda Course Syllabus

Buy intraday paytm

AMBER AND DIXON IN FOCUS

APPLE TALKS TO OVER 40 INDIAN FIRMS FOR COMPONENT SUPPLY CHAIN AS CHINA ALLIES STEP BACK

The activity is on for some time at a larger level. Apple has a big team that has been discussing with Indian companies, including large conglomerates. They have met all large EMS companies in India, including Dixon and Amber. They are also talking to some global players,” a source familiar with Apple’s plans told Moneycontrol on condition of anonymity.

Companies with FII Stake increase in September & Good Sales and Profit Growth:

👉All E Tech
👉ASK Automotive
👉Aurionpro Sol.
👉AYM Syntex
👉Bajaj Healthcare
👉Balu Forge
👉BLS Internat.
👉BSE
👉Dev Information
👉Divi's Lab.
👉Dixon Technolog.
👉E2E Networks
👉Emerald Finance
👉Garware Hi Tech
👉GE Vernova T&D
👉Genus Power
👉Guj. Toolroom
👉Hubtown
👉IIFL Securities
👉Indian Energy Ex
👉Jagsonpal Pharma
👉Jupiter Life Lin
👉Kirl.Pneumatic
👉Marksans Pharma
👉Naperol Invest.
👉Natl. Aluminium
👉Netweb Technol.
👉Newgen Software
👉Nippon Life Ind.
👉One Global Serv
👉PDS
👉Poly Medicure
👉Prudent Corp.
👉PTC Industries
👉R S Software (I)
👉S C I
👉Shaily Engineer.
👉Shakti Pumps
👉Shivalik Rasayan
👉Sterling & Wils.
👉T R I L
👉Tips Music
👉Yatharth Hospit.

MEDICAMEN ORGANICS ; WINS RS 6.28 CR ORDER

Adani group loan exposure - A breakdown 🏦

Nuvama Research provided detailed estimates of banks' exposure to the Adani Group as of September 2024:

🔸 State Bank of India (SBI): Rs 39.2 lakh crore

🔸 Bank of Baroda: Rs 11.4 lakh crore

🔸 Punjab National Bank (PNB): Rs 10.6 lakh crore

🔸 Canara Bank: Rs 10.12 lakh crore

GIFT Nifty is indicating a sharp 200-point gap-down, likely driven by escalating geopolitical tensions, uncertainty from Maharashtra exit poll results, and weak global market cues. Political instability, macroeconomic concerns, and FII outflows may also be contributing to this decline.

MAHARASHTRA ELECTION EXIT POLL

ABP MATRIZE

BJP+ : 150-170
MVA : 110-130

MAHARASHTRA ELECTION EXIT POLL

PEOPLES PULSE

BJP :175-195
MVA ; 85-112

GARDEN REACH SHIPBUILDERS: CO SAYS WORKS TOWARDS A GREENER FUTURE; SIGNS CONTRACT WITH GOVERNMENT OF WEST BENGAL FOR 13 HYBRID FERRIES || SIGNED CONTRACT WORTH 2.26B RUPEES

Buy Pgel around 686

THEMIS MEDICARE: CO SAYS AMALGAMATION OF GUJARAT THEMIS BIOSYN LTD WITH THEMIS MEDICARE || TML WILL ISSUE 118 SHARES FOR EVERY 100 SHARES HELD BY IN GTBL

WAAREE ENERGIES Q2 CONS

NET PROFIT 3.62B RUPEES VS 3.15B (YOY); 3.94B (QOQ)

REVENUE 35.74B RUPEES VS 35.37B (YOY)

EBITDA 5.25B RUPEES VS 5.17B (YOY) || Q2 EBITDA MARGIN 14.68% VS 14.62% (YOY)

CO TO INVEST UPTO 6B RUPEES FOR DEVELOPING RENEWABLE POWER PROJECTS

CO BOARD ALSO DISCUSSED MANUFACTURING OF ELECTROLYSER FOR GREEN HYDROGEN

DISCUSSED LITHIUM ION CHEMISTRY STORAGE CELL, ENERGY STORAGE SYSTEM PLANT

PG ELECTROPLAST: CO'S WHOLLY OWNED SUBSIDIARY PG TECHNOPLAST ENTERS ELECTRIC VEHICLE ASSEMBLY AND LITHIUM-ION BATTERY ASSEMBLY

PG ELECTROPLAST: CO UNIT HAS SIGNED A DEFINITIVE AGREEMENT WITH SPIRO MOBILITY TO BECOME AN EXCLUSIVE MANUFACTURING PARTNER FOR MANUFACTURING OF THE EVS OF SPIRO MOBILITY (SPIRO) IN INDIA

Beekay Steel* posted Q2 EPS of Rs.17.2 and H1 EPS of Rs. 33.3, which may lead to FY25 EPS of Rs.75. Share trades at a forward P/E of 8.5x against the industry average P/E of 25x.

FPI Holdings in India 🇮🇳:

In last 10 years :
Average Holding : 21%
Peak holding: 22.8% (Mar'15)
Lowest holding: 18.6% (Oct'24)

Reasons for Markets🔻🔻 :

1️⃣ FII's capital outflow
2️⃣ Disappointing earnings
3️⃣ Rising US 10yr yields
4️⃣ Stronger US dollar &
5️⃣ Global capital flows shifting towards Chinese & Japanese markets.
The appetite for Indian equities among foreign investors needs to bounce back to stablize the our markets

EARNINGS

STRONG-BSE, GSFC, KNR CONSTRUCTION, ASHOKA BUILDCON, KIRLOSKAR OIL, POLYPLEX, GIPL, GOKALDAS EXPORTS

INLINE-GIC, SUVEN PHARMA

MIXED-NYKAA, BOMBAY DYEING

WEAK-NMDC STEEL, GREAVES COTTON

PMS fund manager Saurabh Mukherjea led Marcellus picked up 7 new small and midcap stocks viz.

1. Grauer & Weil (India)
2. ⁠ LT Foods
3. ⁠Ultramarine & Pigments
4. ⁠MAS Financial Services
5. ⁠Carysil
6. ⁠Narayana Hrudayalaya
7. ⁠Escorts Kubota

The last day FIIs net bought Indian stocks was September 26th

12th Nov 2024 : Prov figs: Rs.crs*

*FIIs: -3,024 Cr
*DIIs: +1,854 Cr

Fiis Selling in Oct -Nov

1st Oct: -5,579 Cr
3rd Oct: -15,243 Cr
4th Oct: -9897 Cr
7th Oct: -8293 Cr
8th Oct: -5730 Cr
9th Oct: -4562 Cr
10th Oct: -4927 Cr
11th Oct: -4,162 Cr
14th Oct: -3,732 Cr
15th Oct: -1,748 Cr
16th Oct: -3,435 Cr
17th Oct: -7,421 Cr
18th Oct: -5,486 Cr
21st Oct: -2,262 Cr
22nd Oct: -3,978 Cr
23rd Oct: -5,685 Cr
24th Oct: -5,062Cr
25th Oct: -3,037 Cr
28th Oct:-3,228 Cr
29th Oct:- 549 Cr
30th Oct:-4,614 Cr
31st Oct: -5,813 Cr
1st Nov: -212 Cr(Muhurat trading)
4th Nov : -4,330 Cr
5th Nov: -2,569 Cr
6th Nov: -4,446 Cr
7th Nov: -4,889 Cr
8th Nov: -3,404 Cr
11th Nov: -2,307 Cr
12th Nov: -3,024 Cr

Total FII Selling in Nov: -25,181 Cr
Total FII Selling from 1st Oct till date :-1,39,534 Cr

Nasty inflation print means no rate cut in December. Heavy correction will continue

What do you think will be bottom of Nifty in this correction?

HFCL WINS LARGE ORDER WORTH 8000 CRS

NOTE: CO MCAP IS 18000 CRS

HFCL: CO ALONG WITH ITS CONSORTIUM PARTNERS EMERGE AS THE LOWEST BIDDERS WITH MULTIPLE BIDS EXCEEDING MORE THAN RUPEES 8100 CR FOR BHARATNET PHASE III PROJEC

PG electroplast:
1. Raises Revenue guidance at Rs 4250 cr from Rs 3650.
2. Raises Profit Guidance at Rs 250 cr from Rs 216

SALZER ELECTRONICS: Q2 SL NET PROFIT 262M RUPEES VS 94M (YOY)

INOX India awarded contract to set up Mini LNG Terminal for Island Power Producer Limited at The Bahamas

Earnings Post Market (8th, 9th, 10th Nov)

1) Auro Pharma (In Line With Expectations)
2) Divis Lab (Above Est)
3) Tata Motors (Below Estimate)
4) Asian Paints (Below Estimate)
5) Archean Chemicals (YoY Weak, QoQ Flat)
6) Ikio Lighting (YoY Weak, QoQ Flat)
7) Jupiter Wagon (YoY Weak, QoQ Flat)
8) DOMS (YoY Good, QoQ Flat)
9) Welspun Corp (YoY Weak, QoQ Better)
10) Atul Auto (YoY Weak, QoQ Good)
11) Whirlpool (YoY Good, QoQ Weak)
12) Ramco Systems (Flat)
13) SCI (Good)
14) Kovai Medical (Good)
15) HCG (Good)
16) Metropolis (Good)
17) Samhi Hotel (Good)
18) Fortis Hospital (Good)
19) Premier Energies (Good)
20) Vishnu Prakash (Good)
21) Khadims (Good)
22) Fine Organics (Good)
23) HBL Power (Good)
24) Affle India (Good)
25) KIMS (Good)
26) Pakka (Good)
27) Relaxo (Weak)
28) Aarti Ind (Weak)
29) Dreamfolks (Weak)
30) Signature Global (Weak)
31) Goa Carbon (Weak)
32) Ola Electric (Weak)
33) CE Info (Weak)
34) TVS Elec (Weak)

companies having orderbooks larger than their market cap :-

1. ITD Cementation India Ltd
2. Va Tech Wabag Ltd
3. Ceigall India Ltd
4. Gensol Engineering Ltd
5. Genus Power Infrastructure
6. Vascon Engineers Ltd
7. J Kumar Infraprojects Ltd
8. Tembo Global Industries Ltd
9. RPP Infra Projects Ltd
10. RBM Infracon Ltd

SATIN CREDITCARE Q2 HIGHLIGHTS

Operating profits at Rs191.1cr, down 7.6%QOQ

Provisions at Rs133.7 cr, up 93.2%QOQ

GNPA at Rs286 cr vs Rs219 cr QOQ

NNPA at Rs114.4 cr vs Rs86.64 cr QOQ

GNPA ratio at 3.5% vs 2.73% QOQ

NNPA ratio at 1.4% vs 1.08% QOQ

AUM at Rs11749 cr, up 0.4%QOQ

Disbursals at Rs2619 cr, up 23.9% QOQ

VISHNU CHEMICALS: CO SIGNS AGREEMENT TO ACQUIRE CHROME MINING COMPLEX IN SOUTH AFRICA; 74% STAKE IN MINING ENTITY, 100% STAKE IN PROCESSING PLANT FOR USD 10M (RUPEES 84 CR) TO ENSURE STABLE CHROME ORE SUPPLY

G R INFRA: CO WINS ORDER WORTH 867 CR RUPEES

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from oct 24 .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for October .
Hurry up.

Technofunda Course Syllabus

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

Va Tech Wabag:

Co Targeting 3x Revenue Order Book,

15-20% Revenue Cagr,

13-15% Ebitda,

>20% Roce

With Asset-light Model,

O&m At 20% Of Revenue,

>15% Roe,

And A Net Cash-positive Position Over 3-5 Years

Earning season is not good so far

*CHINA ANNOUNCES $1.4 TRILLION PACKAGE OVER FIVE YEARS TO TACKLE LOCAL GOVERNMENTS 'HIDDEN' DEBT

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

Technofunda Course Syllabus

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from oct 24 .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for October .
Hurry up.

#KRNheatexchangers is supplying world leading cooling solution players in North America for Data center cooling (accounts for 23.5% sales)

Company is going for a 6X massive Capex in rajasthan .

Planning to grow exponentially

KRN Heat Exchanger - some points that might help

- Promoter risen from shop floor to start his own company
- Doing 6X capacity enhancement
- Make heat exchangers for commercial HVAC , not residential. So competitors are Alfa Laval and Danfoss
- Entire IPO was for capacity enhancement, no funds for promoter or investors

Buy Niit ltd at 191

Buy Inox India at 1178

FED CUTS INTEREST RATE BY 25 BPS TO 4.75%

INOX India Secures Landmark Contract from Highview Power, UK for
World's Largest Liquid Air Energy Storage Project at Manchester

SHAKTI PUMPS (INDIA): CO HAS RECEIVED THE WORK ORDER FROM HARYANA RENEWABLE ENERGY DEPARTMENT (HAREDA) FOR 3,174 PUMPS || ORDER WORTH 1.16B RUPEES

POLYCAB INDIA: CO WINS ORDER WORTH 1,549 CR RUPEES

Earnings Post Market (Till 10 PM, 6th Nov)

1) Tata Steel (Above Estimate)
2) Apollo Host (Good, Above Est)
3) Chambal Fert (Good)
4) Endurance Tech (Good)
5) Rain Ind (Good)
6) Avalon Tech (Good)
7) Blue Star (QoQ Weak, YoY Good)
8) Gujarat Gas (QoQ Weak, YoY Good)
9) Sonata Software (YoY Weak, QoQ Flat)
10) Pricol (YoY Good, QoQ Flat)
11) Delta Corp (YoY Weak, QoQ Better)
12) Power Grid (Flat)
13) Gulf Oil (Flat)
14) JK Lakshmi Cem (Weak)
15) Kansas Nerolac (Weak)
16) JSPL (Weak)
17) Wardwizard Mobility (Weak)

Keep focus on Trump stocks

US Presidential Election Update:
Trump: 177
Harris: 99

Close one , but Trump is ahead as of now .

RRP SEMICONDUCTOR WINS RS 440 CR ORDER

GENSOL ENGINEERING Co.s Solar EPC order book crosses INR 5,400 Crore as on 31st October ‘24

Co. announces a solar EPC order book of INR 5,424 crore, including projects from both PSUs and private clients to be completed within 12–18 months.

Additionally, Gensol has secured Battery Energy Storage System (BESS) orders under the BOO model, enhancing revenue and supporting renewable energy reliability

Promoters who are buying from the open market today and past few days

Trishakti Industries ~230 Crs Market cap, continuous buying
Hariom Pipes ~1800 Crs
Tokyo Plast ~121 Crs, continuous buying
Bliss GVS ~1335 Crs
Gensol Engineering ~3113 Crs
Getalong Enterprise ~100 Crs, continuous buying
Ramkrishna Forging ~17000Crs

ESCONET TECHNOLOGIES: Wins Rs 29.3 Cr Order
Company has received new order from Indian Oil Corporation Limited for setting up, operating and maintaining Disaster Recovery site at Bangalore for RHQ-DC having total Contact value of Rupees 29.23 Crores.

Time Period: 5 Years

Vishnu Malpani Azad Engg Says Will be able to scale up biz with Mitsubishi heavy very quickly

• Hold 1% wallet share of Mitsubishi, aim to increase it to 2-5% eventually

• Revenue to start reflecting in 3-4 quarter onwards

• Margin to be consistent with existing levels

• Orderbook stands at over ₹4,000 cr now

Capri Global Says

Credit cost will remain steady at 1%

MSME advances will see 10-12% growth this year, 20% next year

Bank financing the sector is getting difficult

AUM growth will be 32%-35% in FY25

AUM will be at Rs27000cr by FY27

Diwali Special offer.
50% discount
Pay for 6 month and get 1 year of premium membership. Offer valid for first 5 members only. Instead of rs.7200 you have to pay only rs.3600.Hurry up.

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

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.

OLA ELECTRIC: OCT VEHICLES REGISTERATION SURGES 74 % TO 41,605 UNITS YOY

Technofunda Course Syllabus

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from oct 24 .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for October .
Hurry up.

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

Diwali Special offer.
50% discount
Pay for 6 month and get 1 year of premium membership. Offer valid for first 5 members only. Instead of rs.7200 you have to pay only rs.3600.Hurry up.

Indian CDMO Theme (Small/Mid Caps):-

What is CDMO business?
A CDMO, or Contract Development and Manufacturing Organization, is a business model within the pharmaceutical, biotech, and medical device industries that provides comprehensive services for the development and manufacturing of products

Piramal Pharma -
The company operates out of 15 CDMO sites with major presence in North America (4), Europe(2) and India (9).

It is amongst the Top 3 CDMO players in India and the 13th largest globally.

The company has ~500 CDMO customers as of FY24.

Suven Pharma-
68% revenue comprises fees for technical services provided by the Company to global pharmaceutical companies. It also includes royalty from its exclusive marketing licence for its Malathion lotion (a formulated product) to Taro Pharmaceuticals for the North American markets.

Gland Pharma -
Gland Pharma is primarily a contract manufacturer of injectables, with B2B segment generating ~95% of revenues. 4.5% of the revenue is spent on R & D.

Laurus Labs -
LL offer integrated CMO and CDMO services to Global Innovators from Clinical phase drug development to commercial manufacturing.

Neuland -
49% revenue from Contract Manufacturing Services

Orian power business future growth

1. 2500cr order book to be completed by nov 25

2. 900mw order pipeline in discussions next 3-4 months to be finalized in. Order pipeline is there in solar for the next 3-4 years

3. 10k cr investments planned over the next 3-4 yrs in the Solar, Green hydrogen and BESS verticals.

4. 1 GW capacity target by fy26e in solar epc

5. 400mw IPP is planned by 2026

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

Diwali Special offer.
50% discount
Pay for 6 month and get 1 year of premium membership. Offer valid for first 5 members only. Instead of rs.7200 you have to pay only rs.3600.Hurry up.

📊 Ola Electric sales up 74%, Ola Electric has recorded sales of over 50,000 units and registrations of 41,605 units in October 2024, witnessing a robust 74 percent YoY growth. The EV maker continues to hold a market share of 30 percent

AshokaBuildcon Bags Order Worth ₹312 Cr From Maharashtra State Electricity Transmission Co

Diwali Special Offer 50% discount for first 5 members

I have developed multiple screeners, strategies, unique monopoly list,sectoral tailwinds,order details,Sme hidden gem corporate actions details in my personal screener,Concall updates. Charges will be rs.2500 instead of Rs.5000 to access this all in my personal screener profile for lifetime.

Diwali Special offer.
50% discount
Pay for 6 month and get 1 year of premium membership. Offer valid for first 5 members only. Instead of rs.7200 you have to pay only rs.3600.Hurry up.

Stock return multiplier pinned «Diwali Pick for 2024 ( 1Year Timeframe investment) 1. Interarch Building Products Ltd Cmp - 1756 2. Ceinsys Tech Ltd Cmp - 1229 3. PG Electroplast Ltd Cmp - 637 4. Waaree Energies Ltd Cmp – 2722 5. Vprpl …»

Do you all need more diwali pick stock suggestions or 5 stock suggestions is fine???

Happy Diwali to Stock Return Multiplier Family. Wish you a Profitable year ahead with my Diwali Pick Stocks

Diwali Pick for 2024 ( 1Year Timeframe investment)
1. Interarch Building Products Ltd Cmp - 1756
2. Ceinsys Tech Ltd Cmp - 1229
3. PG Electroplast Ltd Cmp - 637
4. Waaree Energies Ltd Cmp – 2722
5. Vprpl Cmp - 297

THAI CASTING ; WINS RS 154 CR ORDER

Company has received new orders of approximately Rs. 154.14 For Supply of various automative & non automative products

The total unexecuted order book as of today stands at approximately Rs. 386.83 Crores to be executed in the next 60 to 80 months.

Technofunda Course Syllabus

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from oct 24 .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for October .
Hurry up.

ADANI GROUP: ANOTHER ACQUISITION ANNOUNCEMENT

ITDCementation : Promoter Italian-Thai Development to sell 46.64% stake to ADANI GROUP ARM Renew Exim DMCC, stake sale at ₹400/share Vs CMP of ₹539/share (on NSE).

Renew Exim DMCC makes open offer to acquire further 26% stake at ₹571.68/ share

Many Stocks are down from 30 % to 75 % from ATH
few of them are from SME also
Fusion Finance (72%)
Spandana Sphoort (64%)
Waaree Tech (64%)
Zee Entertainmen (60%)
Paisalo Digital (58%)
Onward Technolog (55%)
Sigachi Ind (54%)
Cochin Shipyard (54%)
Kamat Hotels (53%)
Waaree Ren (52%)
Ola Electric (51%)
Credo Brands (51%)
Praveg (50%)
Vaibhav Global (50%)
Cupid (49%)
Sai Silks (49%)
Focus Lighting (48%)
ESAF Small Fin (47%)
Garden Reach (47%)
Easy Trip (46%)
CreditAccess (46%)
Rajshree Polypac (46%)
RBL Bank (46%)
Syrma SGS (46%)
Arman Financial (46%)
Lotus Chocolate (46%)
Yatra Online (46%)
Flair Writing (46%)
Shankara Build (45%)
Phantom Digital (45%)
Satin Creditcare (45%)
Krishna Defence (45%)
H U D C O (45%)
C P C L (45%)
Man Industries (45%)
Tatva Chintan (45%)
Ujjivan Small (44%)
Bharat Dynamics (44%)
Brand Concepts (44%)
Trust Fintech (44%)
Jana Small Finan (43%)
Bharat Wire (43%)
Maiden Forgings (43%)
Ramky Infra (43%)
Adani Total Gas (43%)
Permanent Magnet (43%)
Exicom Tele-Sys (43%)
Steel Exchange (43%)
Sreeleathers (43%)
IRM Energy (43%)
Gensol Eng (42%)
IFGL Refra (42%)
RACL Geartech (42%)
Sula Vineyards (42%)
MTAR Technologie (42%)
Utkarsh SFB (41%)
Vindhya Telelink (41%)
J & K Bank (41%)
Swan Energy (41%)
I R F C (41%)
Tanla Platforms (41%)
Paras Defence (41%)
Thomas Scott (41%)
Equitas SFB (41%)
NMDC Steel (41%)
Yes Bank (41%)
I O B (41%)
Titagarh Rail (41%)
Aimtron (41%)
Popular Vehicles (40%)
Force Motors (40%)
Capital Small (40%)
Kross Ltd (40%)
G S F C (40%)
Trident (40%)
UCO Bank (39%)
HLE Glascoat (39%)
Manoj Vaibhav (39%)
S Chand & Compan (39%)
Jupiter Wagons (39%)
Mirza Internatio (39%)
IIFL Finance (39%)
Supreme Power (38%)
Sangam India (38%)
NRB Bearings (38%)
Indian Renewable (38%)
Oriana Power Ltd (38%)
Suryoday Small (38%)
Apollo Pipes (38%)
Manappuram (38%)
SG Mart (38%)
Spencer's Retail (38%)
IndusInd Bank (38%)
Tracxn Technolo (38%)
DDev Plastiks (38%)
Union Bank (38%)
Sportking India (38%)
Tunwal E-Motors (38%)
Hariom Pipe (37%)
Hindustan Zinc (37%)
SJVN (37%)
Ganesh Benz (37%)
Kuantum Papers (37%)
Gandhar (37%)
Century Enka (37%)
Sheela Foam (37%)
Bondada Engineer (37%)
Aarti Industries (36%)
Rajratan Global (36%)
5Paisa Capital (36%)
S A I L (36%)
Orient Paper (36%)
Jindal Drilling (36%)
Ashiana Housing (36%)
Krystal Integ (36%)
Confidence Petro (36%)
EIH (36%)
HOEC (36%)
Macrotech Dev (36%)
Prince Pipes (36%)
Mold-Tek Technol (36%)
Intellect Design (36%)
KDDL Ltd (36%)
Macpower CNC (36%)
TCC Concept (35%)
VRL Logistics (35%)
Ksolves India (35%)
Rail Vikas (35%)
Sandur Manganese (35%)
JBM Auto (35%)
Zenith (35%)
Prakash Industri (35%)
AGS Transact (35%)
Duroply Ind (35%)
Shivalik Rasayan (35%)
Sammaan Capital (35%)
Texmaco Rail (35%)
Bandhan Bank (35%)
Orient Bell (35%)
Central Bank (35%)
Raymond (35%)
Som Distilleries (35%)
VST Industries (35%)
Mangalam Organic (35%)
Tinna Rubber (35%)
Supreme Ind (35%)
Bank of Maha (34%)
Ahluwalia Contr (34%)
BMW Industries (34%)
Adani Power (34%)
Filatex India (34%)
RattanIndia Ent (34%)
Northern ARC (34%)
Equinox India (34%)
Landmark Cars (34%)
Birlasoft Ltd (34%)
Hindustan Copper (34%)
DMCC Speciality (34%)
Parag Milk Foods (34%)
HFCL (34%)
Poonawalla Fin (34%)
NGL Fine Chem (33%)
Punjab Natl. Bank (33%)
Puravankara (33%)
M M Forgings (33%)
Fedbank Fina (33%)
Concord Biotech (33%)
Saksoft (33%)
Sterling & Wils (33%)
Carysil (33%)
SpiceJet (33%)
Universal Cables (33%)
Dolat Algotech (33%)
Moneyboxx Fin (33%)
Goa Carbon (33%)
Optiemus Infra (33%)
Geekay Wires (33%)
KRBL (33%)
Shriram Properti (33%)
KPI Green Energy (32%)
JTL Industries (32%)
Sonata Software (32%)
Redington (32%)
H.G. Infra Eng (32%)
Sirca Paints (32%)
RHI Magnesita (32%)
Punjab Chemicals (32%)
Rushil Decor (32%)
Kokuyo Camlin (32%)
IZMO (32%)
Jyoti CNC Auto (32%)
Kaveri Seed (32%)
Thomas Cook (32%)

West Coast Paper (32%)
V I P Inds (32%)
Sharda Motor (32%)
D-Link India (32%)
Satia Industries (32%)
Coastal Corporat (32%)
GHCL Textiles (32%)
Eldeco Housing (32%)
SIS (32%)
Uniparts India (32%)
Atul Auto (32%)
Timken India (31%)
Chemplast Sanmar (31%)
Bajaj Housing (31%)
Transpek Ind (31%)
Ideaforge Tech (31%)
Omaxe (31%)
HPL Electric (31%)
Global Health (31%)
SKF India (31%)
Tarsons Products (31%)
Amara Raja (31%)
Om Infra (31%)
Piccadily Agro (31%)
Apcotex Industri (31%)
Selan Exp (31%)
Goodluck India (31%)
Faze Three (31%)
Ambika Cotton (31%)
IKIO Lighting (31%)
NDR Auto (31%)
Ador Welding (31%)
Datamatics (31%)
KMC Speciality (31%)
Avanti Feeds (31%)
Mazagon Dock (31%)
IOL Chemicals (31%)
Adani Energy Sol (31%)
AVG Logistics (31%)
TajGVK Hotels (31%)
Shoppers Stop (30%)
Pondy Oxides (30%)
Pakka (30%)
Swelect Energy (30%)
Delta Corp (30%)
Cyient DLM (30%)
Rupa & Co (30%)
Graphite India (30%)
Prataap Snacks (30%)
Rain Industries (30%)
KPIT Tech (30%

Benefits of joining my technofunda course
1) You will get to learn about 15 alternative asset classes
2) You will learn how to pick multibagger.
3) You will learn exact buying and selling point
4) You will learn special situations strategies
5) Trading phychology mastering
6) Microcap hidden gem identification strategies
7) how to earn monthly income from Niftybees,bankbees
8)Stock specific unique trading strategies developed by me after 9 years of research
9) Bull and bear market identification and trading technique
10) All Sectoral analysis with tailwinds and headwinds identification
11) Operator driven stock trading strategies, Dividend capturing strategies, Option scalping techniques
12) Concall analysis and how to analyse future business growth
13) Unique fundamentals and technical analysis
14) penny stock trading strategies
Those who are interested can join for specific modules also as per syllabus with low cost.Next phase of Technofunda training classes will begin from oct 24 .Those who are interested to join can message me. Classes will be completely practical case study based and One to one online class. Mode of payment is pay per class only. Per class fee Rs.600.Only 1 student can join for October .
Hurry up.

Technofunda Course Syllabus

Main Reason For FIIs Selling?

Fiis Selling in Oct

1st Oct: -5579 Cr
3rd Oct: -15,243 Cr
4th Oct: -9897 Cr
7th Oct: -8293 Cr
8th Oct: -5730 Cr
9th Oct: -4562 Cr
10th Oct: -4927 Cr
11th Oct: -4,162 Cr
14th Oct: -3,732 Cr
15th Oct: -1,748 Cr
16th Oct: -3,435 Cr
17th Oct: -7,421 Cr
18th Oct: -5,486 Cr
21st Oct: -2,262 Cr
22nd Oct: -3,978 Cr
23rd Oct: -5,685 Cr
24th Oct: -5,062Cr
25th Oct: -3,037 Cr

Total Oct= -1,00,149 Cr

As long as you can keep taking your chances, you will eventually hit something.

Stay in the game.

Develop a process that helps you win a lot when you win and lose little when you lose.

Rinse and repeat.

❌FII NET SELL ➡️ -₹5,684.63 CR (23/10/24)

✅DII NET BUY ➡️ +₹6,039.90 CR

🧷FII selling date-wise for the whole month 👇👇

📅 1st Oct: ₹-5,579 Cr
📅 3rd Oct: ₹-15,243 Cr
📅 4th Oct: ₹-9,897 Cr
📅 7th Oct: ₹-8,293 Cr
📅 8th Oct: ₹-5,730 Cr
📅 9th Oct: ₹-4,562 Cr
📅 10th Oct: ₹-4,927 Cr
📅 11th Oct: ₹-4,162 Cr
📅 14th Oct: ₹-3,732 Cr
📅 15th Oct: ₹-1,748 Cr
📅 16th Oct: ₹-3,435 Cr
📅 17th Oct: ₹7,421 Cr
📅 18th Oct: ₹5,485 Cr
📅 21th Oct: ₹2,261.83 Cr
📅 22th Oct: ₹3,978 CR
📅 23th Oct: 5,684 Cr

↪️Total: A Massive ₹-88,137 Cr outflow!

💰 DII investors are supporting the market by continuously buying💰

📅 1st Oct: ₹4,609 Cr
📅 3rd Oct: ₹12,913 Cr
📅 4th Oct: ₹8,905 Cr
📅 7th Oct: ₹13,245 Cr
📅 8th Oct: ₹7,000 Cr
📅 9th Oct: ₹3,508 Cr
📅 10th Oct: ₹3,878 Cr
📅 11th Oct: ₹3,730 Cr
📅 14th Oct: ₹2,278 Cr
📅 15th Oct: ₹1,654 Cr
📅 16th Oct: ₹2,256 Cr
📅 17th Oct: ₹4,979 Cr
📅 18th Oct: ₹5,214 Cr
📅 21th Oct: ₹3,225 Cr
📅 22th Oct: ₹5,869 CR
📅 23th Oct: ₹6,039 Cr

↪️Total DII Buying: ₹89,312 Cr 💥

FII selling as if there is no tomorrow

EARNINGS

Good-Sona BLW, Thyrocare, Piramal Pharma, Aster DM, MAS Financial Services

Inline-Pidilite Industries, Piramal Enterprises , United Spirits, Karnataka Bank,, IIFL Finance, DR Lal Pathlabs

Weak-HUL, Nuvoco Vistas, Birlasoft, Navin Fluorine, AU Small Finance Bank

Earnings Post Market Till 7 PM, 22nd Oct

1) Olectra Green (Strong)
2) GMDC (QoQ Weak, YoY Good)
3) Cigniti Tech (Good)
4) Indus Tower (Good)
5) Adani Green (Good)
6) Gabriel India (Good)
7) Mahindra Finance (QoQ Weak, YoY Good)
8) Zensar Tech (YoY Weak, QoQ Flat)
9) Persistent Systems (YoY Good, QoQ Flat)
10) Ugro Capital (QoQ Weak, YoY Good)
11) Huhtamaki Paper (Weak)
12) Shoppers Stop (YoY Weak, QoQ Better)
13) Canfin Home (Good)

RITES: CO SAYS ORDER RECEIVED WORTH 4.54B RUPEES || CO SAYS JULY 2023 ORDER CONVERTED INTO TURNKEY BASIS

Q2 EARNINGS

Good-Persistent Systems, Zensar Tech, Can Fin Homes, Coforge, Choice International, IIFL Securities

Inline-Indus Towers, ICICI Pru Life, GMDC

Mixed-Zomato, Bajaj Finance, Max Financial Services

Weak-M&M Finance, Huhtamaki

Corrected from 52week High.

ZEEL -58%
SPARC -56%
COCHINSHIP -49%
MAHSEAMLES -46%
MRPL -46%
CREDITACC -45%
SYRMA -43%
ATGL -43%
ALOKINDS -42%
RBLBANK -42%
NETWORK18 -41%
HUDCO -41%
EQUITASBNK -41%
TITAGARH -40%
MMTC -40%

India removes export tax on parboiled rice, govt order shows.

Source - ET

Stocks in focus - Ruchi Soya, LT Foods, KRBL Ltd.

📊 Nvidia in talks to co-develop AI chip with India: Report 📊

📮 American chip-maker Nvidia has proposed a collaboration with India to co-develop an artificial intelligence (AI) chip, The Economic Times has reported.

📮 The chip-making giant is looking to tap into India’s strong semiconductor design talent and fast-growing market. The proposal was initiated by Nvidia founder and CEO Jensen Huang in a meeting with Prime Minister Narendra Modi in the US earlier this year, the report said. Huang is expected to visit Indian this week.

How much % is your portfolio down from the top?

MOSCHIP TECHNOLOGIES: CO JOINS RENESAS RZ PARTNER ECOSYSTEM AS AI/ML DESIGN PARTNER

📊 Ambuja Cements to acquire 46.8% stake in Orient Cement from promoters, public at Rs 8,100 crore valuation 📊

📮 Ambuja Cements Ltd, part of the Adani Group, has announced that it will acquire 46.8 percent stake in Orient Cement Ltd, at an equity value of Rs 8,100 crore. The deal will be executed through the purchase of shares from the promoters of Orient Cement as well as certain public shareholders, at Rs 395.4 per share.

📮 The acquisition will be carried out in two stages: Ambuja Cements will acquire 37.9 percent from Orient Cement’s promoters and an additional 8.9 percent from certain public shareholders, the Adani group company said in a stock exchange filing. Following this, Ambuja plans to launch an open offer for 26 percent of Orient Cement’s expanded share capital at the same price per share.

BALU FORGE Q2 Result

NET PROFIT UP 107 % AT 48.1 CR (YOY),UP 41 % (QOQ)

REVENUE UP 60 % AT 222CR (YOY) ,UP 27 % (QOQ)

EBITDA UP 117 % AT 65.2 CR (YOY),UP 51 %(QOQ)

MARGINS AT 29.27 % V 21.6 % (YOY), 24.63 % (QOQ)