Wealthcreatures.com

Concord Drugs

Days Low - 36.20

Market cap - 37cr

Support @31

https://www.etnownews.com/markets/apollo-micro-systems-share-price-skyrockets-18-hits-14-month-high-article-117391128/amp

Apollo micro system

On Radar

Kwality pharma

CMP - 857

Support @ 775/725/690

Accumulate on all dips

Market cap - 890cr

Book value - 231

ROE - 11

ROCE - 13.57

http://www.kwalitypharma.com


Company guidance
PAT CAGR of 40% for next 5 years

REVENUE CAGR of 25% for next 5 years

Promoter holding increasing continuously

Employee count increasing constantly

Shld be wealth creator in next 3-5 years

Keep tracking it

In last 5 years stock has given almost 3250% Returns

Disc - All views expressed are personal and only for educational & Study purpose consult your financial advisor before investing or taking any position based on above article

Our Next - 2x/3x/5x/10x stock

Sector - pharma

Would update name Tomm

LTCG Tax Collection by the Government

Just check figures

1️⃣ LTCG Tax Collection
(₹ Crores):

2017-18: ₹0 Cr

2018-19: ₹29,220 Cr

2021-22: ₹86,075.49 Cr

2022-23: ₹98,681.34 Cr

2️⃣ The Key Reason? Tax on Long-Term Capital Gains (LTCG)

Budget 2017: 0%

Budget 2018: 10%

Budget 2024 : 12.5%

3️⃣ Impact:

Significant increase in revenue due to introduction and subsequent hikes in LTCG tax.

Kellton Tech

8% 💥

165

Watch out for close above 172-174 zone for big Upmove

Nifty

Are we getting Ready for Pre -Budget Rally

Possibly yes
Can we see ? 23750-23890-24109 in next few days

Let’s C?

One shld concentrate on stock specific ideas

If any1 wants to just

Stay with only 10 stocks for 2025

6th stock
EKC

CMP - 163
Support @155/144
Best buy -144-163 zone

1.Deepak Fertlizer
2.Sarla poly
3.Emami Realty
4.Kellton Tech
5.Wockhardt pharma
6.EKC

Apollo micro system

7% 💚

140

If any1 wants to just

Stay with only 10 stocks for 2025

6th stock
Coming soon

CMP -
Support @
Best buy -

1.Deepak Fertlizer
2.Sarla poly
3.Emami Realty
4.Kellton Tech
5.Wockhardt pharma

Emami Realty

CMP - 107.84

Time to add

Strong 💪 support @ 100/99 zone

Once out of ASM Shld do well

Patience Is must

12/24/36 months shld be in diffrent League

Markets will remain open for trading from 9:15 AM to 3:30 PM on Saturday, February 1, 2025, on account of the Union Budget presentation.

Tembo

800+

Shld do well in next 12/24/36 months

Shld outperform on all fronts

GOLDIAM Intl

Fresh ATH

569

Deepak Fertlizer
Recents lows @ 1043
Today’s High - 1200

Wockhardt pharma
Recent Lows @ 1279
Today’s High - 1385

GOLDIAM INTL

FRESH ATH

510

One stock

Making

New ATH in current mkts also

GOLDIAM intl

Fresh ATH

510

Lessons for New Indian Investors: Understanding Market Cycles and Staying Invested

The Indian stock market has witnessed a surge in retail participation over the last few years, particularly after 2020. Young investors, armed with easy access to trading platforms and financial education, entered the market during the post-COVID rally. However, as the market shifted to a volatile phase with challenges like rising inflation, geopolitical tensions, and global economic uncertainties, many new investors have experienced losses.

Some are holding onto their investments with hope, becoming de-facto long-term investors, while others are considering exiting the market entirely. For those new to investing, history provides important lessons about the cyclical nature of markets. Let us explore the 2008 financial crisis and the 2018 market correction in India, and understand why staying invested in tough times is essential.

Understanding Market Cycles in India

Like global markets, the Indian stock market moves in cycles of growth (bull markets) and decline (bear markets). While bull markets bring optimism, bear markets can test an investor’s patience.
• Bear Market in India: A bear market is when stock prices fall by 20% or more from their peaks. These declines often coincide with economic uncertainty, making them emotionally challenging for investors.

However, market downturns are temporary, and historically, the Indian markets have always recovered, rewarding disciplined investors.

2008 Global Financial Crisis and the Indian Market

The 2008 global financial crisis was triggered by the collapse of the U.S. housing market, but its effects were felt worldwide, including in India. The Indian markets, which were riding high during the economic boom of the early 2000s, saw a sharp decline.
• Impact on Indian Investors:
The BSE Sensex, which had touched a record high of 21,000 in January 2008, crashed by more than 60% to around 8,000 by October 2008. Many retail investors panicked and sold their holdings, fearing further losses.
• Recovery:
Those who stayed invested or bought during the downturn benefited when the markets rebounded. By late 2009, the Sensex had crossed 17,000, and it eventually surpassed its previous highs in the following years.

Key Takeaway: The 2008 crisis highlighted the importance of staying invested during downturns. Long-term investors who ignored short-term noise were rewarded as the Indian economy and markets bounced back strongly.

The 2018 Correction in Indian Markets

In 2018, Indian markets faced headwinds due to rising global oil prices, the U.S.–China trade war, and concerns about a slowdown in global growth. On the domestic front, the banking sector was grappling with bad loans, and the introduction of reforms like GST and demonetization had impacted short-term growth.
• Market Performance:
The Nifty 50 saw significant volatility in 2018. Many retail investors, especially those who entered the market post-2015, were shaken by the correction.
• Recovery in 2019:
Despite the challenges, markets rebounded strongly in 2019, supported by reforms, strong corporate earnings, and improved investor confidence.

Key Takeaway: Not all market corrections lead to prolonged bear markets. Many times, corrections are short-lived, and investors who remain patient can benefit from the recovery.

The Indian Market Post-2020 and New Investors

The COVID-19 pandemic brought unique challenges, but it also introduced a new generation of Indian investors to the stock market. The combination of work-from-home trends, increased savings, and access to apps like Zerodha, Groww, and Upstox made stock investing more accessible than ever.
• 2020–2021 Bull Market:
The BSE Sensex surged from a low of 25,000 in March 2020 to over 60,000 by October 2021, creating massive wealth for investors.
• Challenges Post-2022:
As inflation rose and central banks hiked interest rates, global markets—including India—faced a correction.

New investors, particularly those who invested in high-growth sectors like technology, experienced significant losses.

Why Many New Indian Investors May Leave

The post-2022 volatility has tested new Indian investors’ resolve. Many are contemplating exiting the market, especially those who:
• Invested without understanding risks or having a long-term plan.
• Relied heavily on speculative trading or borrowed funds.
• Were unprepared for market corrections, leading to emotional decisions.

However, leaving the market during a downturn can mean locking in losses and missing out on the eventual recovery.

What History Teaches Indian Investors

The Indian markets have consistently rewarded long-term investors. Let’s take two examples:

1. Sensex Growth Over Decades:
In 1986, the BSE Sensex was at just 549 points. By 2023, it had crossed 65,000. Despite multiple bear markets, the long-term trend has been upward.
2. SIPs (Systematic Investment Plans):
Investors who regularly invested in mutual funds through SIPs during market corrections, such as in 2008 or 2018, saw significant returns as markets recovered.

Strategies for New Indian Investors ~
1. Adopt a Long-Term Perspective:
Indian markets have immense growth potential due to the country’s young population, rising incomes, and expanding middle class. Patience is key.
2. Systematic Investment Plan (SIP):
Regularly invest small amounts in mutual funds or stocks through SIPs. This helps you take advantage of market volatility and average your costs.
3. Diversify Your Portfolio:
Don’t put all your money into one sector. Diversify across equities, debt, gold, and real estate to reduce risk.
4. Avoid Emotional Decisions:
Downturns are temporary, but emotional decisions can have permanent consequences. Stay focused on your goals.
5. Learn from Past Cycles:
The 2008 crisis and 2018 correction remind us that markets recover over time. Use these examples as motivation to stay the course.

India’s Growth Story: The Bigger Picture

India’s economy is poised for sustained growth, driven by factors like urbanization, digital transformation, and increasing foreign investment. The stock market, a reflection of the economy, will likely benefit from these trends.

Investing during downturns might feel counterintuitive, but it is often the best time to build wealth. History shows that those who stay invested during challenging times are best positioned to reap the rewards of India’s long-term growth story.

Final Thoughts

For new Indian investors, the current market volatility may seem daunting. However, the lessons from 2008, 2018, and even post-2020 show that resilience and discipline are the cornerstones of successful investing. Instead of exiting the market in fear, use this time to strengthen your investment strategy, focus on long-term goals, and continue building wealth.

Remember: The stock market is a great tool for wealth creation, but only for those who stay the course.

Sarla poly

Today’s Low @ 88.55

In last fall went down till 76 and than Rallied Till 114
( As once out of ASM)

Now again in ASM

Q2 Were Great

Expecting Good Q3 & Q4

Just an observation

Looking at current scenario

High chances that individual Stocks might bottom first and than later index and markets might bottom

Let’s C

Just an Observation

The Brutal fall coming due to FII selling + Retail leveraged position getting squared off or Retail selling due to panic which is leading to such a big fall in indices and also in Midcaps & Smallcaps

The fall gives us sense how much Levereaged position is there in markets

Mutual funds continue to buy the Dip

The Day unwinding reserves
Recovery would also ne swift Espically in individual stocks

Deepak Fertlizer
Days Low - 1067

Wockhardt pharma
Days Low @ 1321

Mkt ko upar he jana hai
(But possible short to medium term paid )
Possible 8% To 10% Downside & upside sky is the limit

No one can predict TOP & BOTTOM

Remember :

Those who Dare To Buy In Red 🔴 will Enjoy in Green 🟢

Stock market is Game of Only 4 Things

🔴 and 🟢
&
Quality and Position Size.

Those Who where ready to buy there favourite stocks @ 26250/25000

Now Nifty @23100
Downside - 21480-21212 only in closed below 22790

2024 Nifty Lows@ 23140

Now many stocks available @ 40% To 60% DISCOUNT from 2024 highs

Plan Your Investment as per your Vision/View & Holding

Investing is all about mindset & Not getting panicked

Disc - All views expressed are personal & only for educational & study purpose consult your financial advisor before taking any position based on above article

Selling in midcaps & Smallcaps as if there is NO TOMORROW

Huge selling pressure

Just a Reminder

Deepak Fertlizer
Days Low @ 1105

Wockhardt pharma
Days Low @ 1379

Stock not to miss

IREDA

Today’s Low @ 200

Support @ 188/180

Smallcap index

Deeply oversold

Apollo Micro system

Nvr moved for almost 3 months

In last 5 days almost

30% Move

If any1 wants to just

Stay with only 10 stocks for 2025

5th stock Wockhardt pharma

CMP - 1525
Support @1400/1200
Best buy - 1300-1440 zone

1.Deepak Fertlizer
2.Sarla poly
3.Emami Realty
4.Kellton Tech
5.Wockhardt pharma


Bonus stock - Shriram piston

Wld update other 6 Stocks also

We don’t Run Any Paid Channel

Our Motto - Share Knowledge & Experience to Maximum

Those Minted Good money
💰 💴

Pls Donate Some Food to needy and Do donate Some amount from
PROFITS to Nearest Gaushala 🙏🙏

Karam kar # Market Paisa Dega

Fal ki Chinta maat Kar 🙏

Pennar Industries has signed JV with Zetwerk Manufacturing Business to manufacture and sell Solar cells and modules would be a huge trigger for the company.

This is a comeback for Pennar in the solar business but the reentry can create huge tailwinds in the existing core business of PEB by integrating this category as well by entering into a vast addressable market.

The JV would be focusing on both domestic and international markets as both the companies have excellent client base and market presence. This would aid better top and bottom line along with strong growth in existing businesses going forward.

GSFC

moving slowly

205

Watch out for close above 225

If any1 wants to just

Stay with only 10 stocks for 2025

1.Deepak Fertlizer
2.Sarla poly
3.Emami Realty
4.Kellton Tech

Bonus stock - Shriram piston

Wld update other 6 Stocks also

Apollo micro

8% 💚

117

Stock Name

GSFC

One stock Available at Attractive valuation

Safe Bet in current mkt situation

Stock name - ***********

CMP - 193

Value Buying - 175-193 zone

52wk High/Low - 322/187.50

Book value - 336

Dividend Yield - 2%

Fv - 2

1yr Returns ( - 17% )

Fy24 Revevues - 8770cr

FY24 PAT - 520cr Approx

Cash in Hand - 2250cr

Reserves - 12500cr

Stock can give - 30% To 50% Returns in coming Days

Stock Name coming soon 🔜

Sarla poly

Days Low @ 109.51

Opportunity

Do not miss

IREDA

11% 💥

220 💚

Bonus stock

Shriram piston

Days Low @ 2040

Support@ 2020

Watch out for close above 2222

If any1 wants to just

Stay with only 10 stocks for 2025

1.Deepak Fertlizer
2.Sarla poly
3.Emami Realty

Wld update other 7 Stocks also

Sarla poly

At Days Low @ 115.50

Strong 💪 Support @ 100

Emami Realty @125.79

LC

Getting Ready for Reversal
🔜 🔜 possible 1 or 2 more LC

Support@120

ITC demerger w.e.f 6th Jan 2025 which mean one has to have ITC ltd shares in the Demat Account as on 3rd Jan 2025 for availing Demerger benefit.

Demerger ratio is 1 : 10
1 share of ITC hotels Ltd for every 10 share of ITC ltd.
So on 6th Jan 2025 ITC ltd share price will correct by avg book value per share ie approx Rs 37.50 to Rs 38

CMP of ITC is 478.60

ITC hotels Ltd will get listed later on a separate date ..but iTC hotels ltd shares will have ro be credited in the Demat a/c which may take nearly a weeks time.

ITC hotels ltd will have ro go through the regulatory compliance frame work before getting listed on the exchange and this maybtake some time.
ITC hotels ltd can have 100% FDI through the automatic route so it's a good sign for ITC hotels ltd.

The market price of ITC hotels ltd on listing can be in the range of 114 to 120 based on valuations and the hotel sector median PE of 38
( Expected )

So accordingly the EPS of ITC hotels ltd will work out to 3 per share.

Sarla poly

Now 15% 🆙

129

And 20% Up from Days Low

Sarla poly

Days Low @106.25

Recovered almost 14%

Now 8% 💚

120+

If any1 wants to just

Stay with only 10 stacks for 2025

Deepak Fertlizer
Sarla poly

Wld update other 8 Stocks also

Deepak Fertlizer

Today’s Low @ 1136

Just an observation

Last 4 Years Jan To March are dragdown & correcting phase for nifty

Can same Trend continue for 5th Year Too

Let’s C

Stock specific is Good approach in current mkt scenario

Deepak Fertlizer

1200+

Now

Watch out for close above 1275 - 1300 zone for more strength

EKC

231 —-> To 194

Opportunity

Strong 💪 Support @ 180

Waaree Energies

Days Low @ 2831

Support @ 2600

Textile is strong 💪

Textile on Radar

Sarla poly
Days Low @ 116
Support @108

Other Textile stocks

Cantabil @265
Support @ 238/225

Thomas Scott @ 476
Support @400/350

Other Textile stocks

Kpr Mills
Sportking
Nitin spinners
Sangam
Siyaram silk Mills

Textile + Real estate

Bombay Deying @193
Support @ 180

Emami Realty @132.42

LC

Getting Ready for Reversal
🔜 🔜

Support@120

💥 Deepak Fertlizer 💥

Fresh ATH

72 to 1430 Done ✔️ Till Now

Still long way to go

20x Done ✔️ Till now

Next —-> 24x/27x/30x/50x coming slow & Steadily

Deepak Fertlizer

Fresh ATH

1430

Sky Gold

Fresh ATH

2235 To 4440 💚

Just 99% Upmove

💯% Move in just 4 months instead of 18 months

Still long way to Go

Kellton Tech

Check Range

Same Range today also

145-154

Getting Ready to 💥 💣 🔜

GOLDIAM Intl

14% Blast 💥

Fresh ATH

421

RBI Cuts CRR by 50 bps

This is the first CRR cut since March’20

CRR to be cut in two tranches of 25 basis points each.

Big Positive for the Banking
& Real Estate Sector

EMAMI REALTY

7th Day UC

135 💚

Premier Energy
VS
Waaree Energies

PREMIER ENERGIES - 1273
EPS - 5.13
PE - 248
Book Value - 51
MCap - 57390 Cr
Sales - 3100 cr
Profit - 231 cr

WAAREE ENERGIES - 2840
EPS - 43
PE -65.93
Book Value - 318
MCap - 81000 Cr
Sales - 11400 Cr
Profit - 1274 Cr

Waaree Energies is Leader in its sector with more sales & Profits

December Month

The Santa month
comes with 💚💚

Nifty

24700+

EKC

Fresh 52wk High

230 💚

Hope everyone Loaded

Updated in morning

Now 8% 💥

2940

Waaree Energies

Don’t miss

Fresh ATH COMING 🔜 POSSIBLE NEXT 2 TO 3 QTRS OR EVEN BEFORE

IREDA

184-182 Recent lows

Now @ 225

Kellton Tech

Last 1 wk consolidation in 140-154 zone

Today’s Low - 146

Watch out for close above 156 zone

Sarla poly

Today’s Low - 99

Giving opportunity

Getting Ready for fresh ATH 🔜

Resistance - 107-108 watch out for close above that zone

Expecting strong 💪 Q3 & Q4

Caplin Point

Fresh ATH

2460

Emami Realty

6th UC

129 💚

Waaree Energies

Cmp - 2722

Waaree Energies is making significant strides in solar manufacturing.

By FY 2026-27, the company plans to establish an 11.4 GW integrated solar manufacturing facility, which includes -

1. 5.4 GW solar cell manufacturing capacity in the current fiscal year, with an investment of ₹2,400-2,500 crore.

2. 6 GW integrated facility to produce #ingots, #wafers, and solar cells by FY27.

Moreover, #waareeenergy plans to expand its global footprint by commissioning a 1.6 GW module manufacturing facility in the US with an investment of ₹7-8 crore by the end of the current fiscal year.

Currently, the company boasts a 13.3 GW module manufacturing capacity, highlighting its leadership in the renewable energy sector. These investments align with the growing demand for clean energy solutions globally.

Emami Realty

5th UC Yesterday

Adani port
6%
1290

Adani power
550

Adani Enterprise
2530

ACC
2280

keep Trailing

More Upmove coming

How would you

Rate this ?

1000 points Upmove on Nifty

Individual stocks recovered
20% to 25%+

All in just 1 week

Deepak Fertlizer

Fresh ATH

1419 💚

Emami Realty

4th UC

117

GOLDIAM INTL

10% UC

350

Sarla poly

Today’s Low - 100

Giving opportunity

Getting Ready for fresh ATH 🔜

On Radar

Caplin point

CMP - 2210 - 2215

Support @2060

Looking good for 10%~20%~30%+ Upmove

S/L - As per Risk

Emami Realty

3rd UC

111+

One Stock on Radar

Where FII Have increased stake from 0.20% To 8%

Possible 5x candidate

Strong 💪 fundamentals

Would share details 🔜 🔜
If time permits

Techno Electric & Engineering

Market Cap - 17,000 cr

CMP - 1474

P/E - 47.4

52wk High/Low - 1822/607

Support @ 1400/1290

Promoter Holding 56.93%

Promoter Holding Pledged 0%

Q2 Concall highlights:

Operational Performance•

Current Order Book is 10800+ cr

Expertise in speedy execution of projects

Chennai Data Centre project phase-1 is nearing completion.
Average order value has almost doubled

FUTURE OUTLOOK

FY 25 guidance 2500 cr
Expected Revenue in 3 years = 3500 cr

Targeting EPS 35 in FY 25 and 50 in FY 26.

Expects orders worth 2000-2500 cr per year over the next 3-4 years in transmission business and 1000 cr per year from deploying Smart Meters.

RISK

Delays in handling over of land parcels by clients

Slowdown in FGD segment
Land acquisition challenge for transmission projects

Counter party risks in Smart Meter segment as clients are discoms.

Would update name after
100 Likes

On Radar 1 Super stock

All in One

Data Centre
Smart Meter
Power Transmission
Air Quality control

All Hot & Futuristic sectors with strong Growth

https://emami-aamod-kolkata.com

Emami Realty has launched Emami Aamod, a luxury residential project in Kolkata, offering opulent living with a 1-acre Aqua Serenity Lake and a rhythmic musical fountain.

The project is expected to generate revenue of approximately 850 crore and reflects the company's commitment to excellence and sustainability in real estate development.

The project offers spacious 3 BHK and 4 BHK apartments with servant rooms, 35+ amenities, and a 10-tier security system. Emami Realty emphasizes innovation, quality, and transparency in its projects and integrates eco-friendly features such as EV charging points and VRV air conditioning systems.

Emami Realty

Long way to go

Emami Realty

2nd day 5% UC

106

Pennar Inds

Days High - 213
Closed @ 208

Emami Realty

Recent Lows

88

Now at UC after Expansion news

Emami Realty

Only 383 Cr market cap

Emami Realty Limited plans to develop 22 million sq. ft of residential and commercial space, with an estimated revenue potential of Rs. 15,000 crore.

The company will invest approximately Rs. 10,000 crore in various projects across Bengal, UP, Jharkhand, Odisha, and Tamil Nadu. Emami Realty has a significant presence in the real estate sector, with landmark projects across India.

https://www.bseindia.com/xml-data/corpfiling/AttachLive/8c7eaa82-0f7d-46da-8ffe-52cb1d02d62d.pdf

Just Keep in mind

Nifty Up 23264 To 24368

Support @ 23800

Now @ 23920

Till Time Nifty Does not cross 25555

It’s just a bounce back

Individual stock would keep performing

How I use daily Data to know more about companies

Sharing NSE links
For Investors & Traders

Star mark this post would be very useful

1. Insider & Promotors Trades buying, selling & pledging report.
nseindia.com/companies-list…

2. Bulk & Block Deal Report nseindia.com/report-detail/…

3. New Upcoming IPO
nseindia.com/market-data/al…

4. Company Financial Results nseindia.com/companies-list…

5. Additional Surveillance Measure daily list nseindia.com/reports/asm

6. Nifty & Other Index PE, PB and Div. Yield niftyindices.com/reports/histor…

7. Advances and Declines Analysis nseindia.com/resources/hist…

8. NSE Security-wise delivery data nseindia.com/report-detail/…

9. Contract-wise price volume data nseindia.com/report-detail/…

I study all aspects before buying & giving conviction picks here

Wealthcreatures.com pinned «How I use daily Data to know more about companies Sharing NSE links For Investors & Traders Star mark this post would be very useful 1. Insider & Promotors Trades buying, selling & pledging report. nseindia.com/companies-list… 2. Bulk & Block Deal…»

45 New stocks Added in F&O

Stock market Phychology

You purchased a flat 🏠 in Best Area with best Developers

Suddenly there is heavy Rainfall & Flood & Dam is opened and water 💦 everywhere in locality

Bcoz of this situation flat Prices starts correcting by
10%/20%/30% ⬇️


Will you sell your flat at Redecued & Corrected prices ??

NO na?

Max ppl wld answer same thing

You would say This is temperory situation & soon situation wld normalise Than flat prices would come 🔙 at its Orignal value again in few months

Current situation in Stock market is also Same

This haven’t Happened for the 1st Time
( Every correction is Diffrent & Just need to pass thru that testing Time )

Those who understand # Won’t Panic

Rest No one can HELP

Joh Darr Gaya ushka paisa Gaya

Lagta hai Aaj panic lows banega

Nifty lows @23510

Aur koi hai Green mein aaj

Waaree Energies

💚

FII selling huge

Nifty —-> 23560

Go Goa Gone

Next
23355/23000

Leverage position wale Aaj Tension mein hoge

Bounce back bhi 💪 strongly hoga

Waaree Energies

Todays Low @ 2784

2300-2500 if comes
It’s great buying zone

Start adding in 2-3 parts

Recently listed stock Waaree energies have corrected from 3743 To 2763 from 🔝

Because of the rumours that newly elected US President Donald trump will bring some rules on renewable energy sector which will negatively impact whole sector.

We feel this is an opportunity

Renewable energy is the future.

company with strong fundamentals.

Check rates after 6-12-18-24 months

Nifty ATH —-> 26277

Now Almost 9.5% Down From TOP 🔝

Days Low —> 23780

Markets oversold

If Close below 23890 more pain coming

What’s Next ?

Are we Heading towards
23333-23000 zone

Individual stocks best to play
( Very Limited )

Excellent Numbers by Saraswati commercial new ATH coming soon

https://www.bseindia.com/xml-data/corpfiling/AttachLive/2da036ed-1262-4518-ac9f-32ee09d42237.pdf

BSE FY25 Q2

Strong 💪 Numbers

NET PROFIT UP 31 % AT 346 CR (QOQ) , UP 188 % (YOY)

REVENUE UP 23% AT 746 CR (QOQ) ,UP 138 % (YOY)

EBITDA UP 37 % AT 389 CR (QOQ) ,UP 193 % (YOY)

MARGINS AT 52.1 % V 46.77 % (QOQ) , 42.25 % (YOY)

Just an Observation


After Covid fall in March’20

We saw Great Run 🆙 from

April’20 To Sept’21
( 18 months )

Than Markets made ATH @ 18521 in OCT’21

After consolidation of almost 18 months in APRIL’23 Nifty crossed 18550

Again From APRIL’23 To September’24 we saw Great Run 🆙

Last month in OCT’24
WE saw Nifty reaching ATH
26277

Are we again going into 18 months consolidation & Than Breaking out ATH in APRIL’26??


Let’s C

SIP
Pre Covid Levels - 8000cr monthly

Number of Demat A/C ~ 5cr

Recently

SIP
Last month Oct’24 - 25000cr
Number of Demat A/C ~ 17cr

Vishnu Prakash going to expand the business in Goa

Order book of 5086 cr

Order book in pipeline is 5000 Cr

Current mkt cap - 3600cr

CMP - 289

Best buy near support @ 250/230

Tembo Global

After one way rally from
499 To 730

Few Dragdown needed

Now at LC @ 716

Wld review again in next 1/2 weeks

Anything around sub 600 is great opportunity if one has patience to hold for next
1.5-2-3 years

Deepak Fertlizer

Why

Fundamentals & Understanding Bussiness is important

Individual stock outperformance vs markets is portfolio saver in dragdown times

E2E

Fresh ATH —-> 4095 💚

6 months

949 To 4095 ✔️

Hope This might have Helped you during Panic 🕰️ Time

Jyoti Structures

Fresh 52wk High

36+

20% upmove within a week

On Radar again

Jyoti structures

Shld do well in coming week/Month & Year

Tembo Global Industries Ltd

CMP - 499

52wk High/Low -531/191

Market cap - 554cr

Support @ 430/400

EPC Orderbook: 1200 Cr

Land infra: 1050 Cr
Water: 150 Cr

Order bidding pipeline: 1400 Cr

Projects include:
Marine Jetty,
Refinery Expansion
Fuel farm

Revenue mix H1 FY25
25% Export/ 75% Domestic

Sets up Tembo Defence Products P. Ltd.

Expanding manufacturing capacity by 6x

Hyper Growth mode activated :)

On Radar

One Vasai ( Mumbai ) based company expanding it’s capacity 6X ( Big Capex)

Entering into Defence

Manufacturing shift for Creating Value

This was last Qtr Results day

Aaj

1300+

Days High - 1333

Deepak Fertlizer

20x

72 to 1447 Done ✔️ Till Now

Still long way to go

Deepak Fertlizer

Blockbuster numbers

Fresh ATH

1247

10% 💚

Deepak Fertlizer

💚

In current market, stocks with great results are staying stronger, and the one with not so good numbers are being butchered.

Make a List of stocks which are holding strong, it make sense to keep them on the watchlist and add the best from the Basket based of future commentary

Our stocks which have Delivered Good/Blockbuster Q2 numbers Till now

Inoxwind
CDSL
Vivian Power
Cellecor Gadgets
Sarla poly
Apollo micro

Many More to come in coming Days


Just go in search & Keep searching all individual stock picks

Sarla poly

Recent Lows 76

Good numbers

Raamdeo Agarwal explains how stock market behaves and how one should act in these phases.

It's a must-see and absolutely worth every second!

Today is Monday

Good To see Green 💚Day

Nifty + 240 points

If Nifty + 400 than can be Great Green 💚Day

Let’s C 🤞

Emami Realty

Dark Horse

Days Low @ 96

Market cap - 355cr only

Revenues & PAT wld start flowing in next 2 years

Can we be lucky to get @ 90-85 zone let’s C

Nifty ATH - 26277
Days Low @ 2446

Almost Down 7% From Top & 1825 points

Brutal Fall in

Midcaps
Smallcaps
Microcaps

Still some pain left

EPACK DURABLES

5% 💚

Hisense, a global consumer electronics leader, has partnered with EPACK Durable Limited (EDL) to manufacture air conditioners and home appliances in India.

EPACK will invest in a new facility in Sricity, Andhra Pradesh, with a capacity of 1 million RACs by FY 27-28.

This partnership is expected to generate $1 billion in revenue for EPACK over the next 5 years.

🪔 Diwali picks

Angel one
CMP - 2950
Support @ 2800-2740

Kellton Tech
CMP - 140
Support @ 128-120

EKC
CMP - 186
Support @ 175-168

Bombay Deying
CMP @ 231
Support @ 220-205

Kronox Lab
CMP @ 160
Support @140

IREDA
CMP @ 202
Support @ 190/180

NUPUR RECYCLES
CMP @123
Support @110/100

MAP MY INDIA
CMP @2055
Support@ 1970/1900

SAT INDS
CMP - 128
Support @ 113/108

RBZ JEWELLERS
CMP @ 185
Support @160

Keep adding on dips

Best buy are near support zones

Keep this in mind

When everyone start feeling that want to exit mkts it’s going down everyday

Paisa nahi bann raha hai

That’s the Time market are near bottom & one good Day big panic and than rest is History

Check last 1-2-3-5-10-15 years

Experience says that

Buying in Red
To Enjoy in Green

Again updating

JUST AN OBSERVATION

Those investor who Calmly Passes away next 2 to 3 months
SEPT ,OCT & NOVEMBER
Has win max of the Battle of volatility & Dragdown

Concentrate on Individual Stocks which are showing Good strength & Not going Down with market volatility

India's largest IPO's
LISTING gains/losses:

DLF: 36%
LIC: -7.75%
GIC: -4.56%
Zomato: 66%
Paytm: -27.25%
Cairn India: -12%
SBI cards: -9.51%
Coal India: 39.73%
ICICI Pru life: -1.5%
Reliance Power: -17.22%
New India Assurance: -6%

Hyundai Motor : - 5.50%
( Let’s Review at End of Day )

Stocks to add on

all dips in sip

Fiis Selling in October

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

Total Selling in OctoberTill Now = -82,387 Cr

Market Mood Index
Can we see it till 20 before any reversal

Sky Gold

Fresh ATH

3340 💚

50% Upmove in 70 Days

Chase Growth & Quality

The Power of Compounding:

At 26% CAGR, Your Portfolio gets doubled every 3 years !!

10 yrs = 10x
20 yrs = 100x
30 yrs = 1000x

This exponential growth is why Ramesh Damani Sir believes in reaching ₹100 Cr is possible.

Comparison

Waaree Energies at Rs1500 - PE of just 30 on FY24 Earnings

Last Year Diwali 🪔 picks Returns

None of our picks gave Negative Returns

Asian Tiles - 48 To 98

EKC -110 To 217

ADSL - 115 To 319

Aurionpro - 700 To 1991 ( Bonus Adjust)

Optiemus Infra - 215 To 873

PERSISTENT SYSTEM - 2840 To 5500 ( split adjust)

Share India - 270 To 405 ( Split Adjusted )

Inox wind

At Days High

228

Inox wind

Today Low @ 208

Won’t be available at this rate aft Q2 Numbers

Bombay Deying

Expecting

275/300/333+ 🔜

Longterm expecting
mini Raymond in making

Nifty

Days Low @ 24568

Short Term bottom Done ✔️

Tuesday Hyundai ipo listings
Can we see 25000 again

Concentrate on Diwali 🪔 stock picks

Bombay Deying

Aaj ka Low @ 235.25

Support @ 220

Kellton tech

7th Oct lows - 128.50 went till 156

Now again available @ 142.50

Strong buy

Ignore short term noise accmulate on all dips

Strong support @ 130-128 zone

Check rates next Diwali 🪔