Stock market Ninjas (sebi Registered)
1.44K subscribers
1.38K photos
554 videos
1 file
15 links
Official Channel of Bibhav Nayak - SEBI Registered Research Analyst - INH000010849
Download Telegram
This media is not supported in your browser
VIEW IN TELEGRAM
ACCOUNT HANDLING PROFIT DONE 1,09,23 πŸŽ†πŸŽ†πŸ€‘πŸ€‘πŸŽ†πŸŽ†
This media is not supported in your browser
VIEW IN TELEGRAM
ACCOUNT HANDLING PROFIT DONE 71K πŸŽ†πŸŽ†πŸ€‘πŸ€‘πŸŽ†πŸŽ†
This media is not supported in your browser
VIEW IN TELEGRAM
ACCOUNT HANDLING PROFIT DONE 10K πŸŽ†πŸŽ†πŸ€‘πŸ€‘πŸŽ†πŸŽ†
TODAY LIVE ACCOUNT HANDLING WORK DONE BY OUR EXPERTS β€οΈβ€οΈβœ…βœ…
πŸ’°πŸ€β˜οΈGOOD MORNING TRADERS πŸŽ–πŸŽ–

πŸ€‘πŸ€‘HAVE A  PROFITABLE DAY β–ΆοΈ πŸ‘©β€πŸ’»πŸ‘©β€πŸ’»β˜„οΈβš‘οΈ

β€œπŸ πŸ’΅πŸ’¬πŸ’¬ALWAYS TURN A NEGATIVE SITUATION INTO APOSITIVE SITUATION” πŸ’₯πŸ’₯🟒

πŸ”»πŸ’ AND KINDLY PIN CHANNEL TO THE TOP   πŸ’ŽπŸ’Ž

πŸ“£πŸ“£If my channel is muted then unmute itπŸ“ŒπŸ””

πŸ”πŸ”₯FOR FREE SURESHOT to CALLS πŸ₯ΉπŸ€―🀯
*Fund Houses Recommendations* 

Emkay on *KEC:* Maintains Add on Company, target price at Rs 1000/Sh (Positive)

Nuvama on *ABB:* Maintains Buy on Company, target price at Rs 8900/Sh (Positive)

Investec on *PB Fintech:* Maintains Buy on Company, target price at Rs 1750/Sh (Positive)

CLSA on *Auto:* Strong retail growth in the festive season led to inventory correction. *M&M and Maruti* are top picks (Positive)

Jefferies on *Banks:* Stars aligning for favorable risk reward, like SBI and Private Banks (Positive)

Citi on *Banks:* *ICICI Bank, HDFC Bank & Federal Bank* surprised positively (Positive)

Nomura on *India Consumption:* Demand is holding up in rural areas and in tier-2/3 cities (Neutral)

Citi on *Titan:* Maintains Neutral on Company, target price at Rs 3600/Sh (Neutral)

MS on *Titan:* Maintains Equal weight on Company, cut target price at Rs 3532/Sh (Neutral)

Jefferies on *Titan:* Maintains Buy on Company, cut target price at Rs 3400/Sh (Neutral)

GS on *Titan:* Maintains Hold on Company, cut target price at Rs 3650/Sh (Neutral)

Investec on *Titan:* Maintains Hold on Company, cut target price at Rs 3822/Sh (Neutral)

MS on *Manappuram:* Maintains Equal weight on Company, cut target price at Rs 170/Sh (Neutral)

Jefferies on *ABB:* Maintains Buy on Company, cut target price at Rs 9050/Sh (Neutral)

BofA on *Dr Reddy:* Maintains Buy on Company, target price at Rs 1530/Sh (Neutral)

Jefferies on *Dr Reddy:* Maintains Reduce on Company, cut target price at Rs 1130/Sh (Neutral)

Nuvama on *Dr Reddy:* Maintains Reduce on Company, cut target price at Rs 1215/Sh from 1240/Sh (Neutral)

Citi on *Dr Reddy:* Maintains Sell on Company, target price at Rs 1110/Sh (Negative)
Stocks in News


Voltamp Transformers: Company has received Letter of Intent from Gujarat Energy Transmission Corporation Limited, for Rs 263.33 Crore for supply of various ratings of Power Transformers. (Positive)

Infosys: Southwark council collaborates with co to provide digital learning platforms for residents, colleges, and schools (Positive)

RVNL: Company's JV emerges as lowest bidder for project worth Rs 6.13 billion (Positive)

Route Mobile: L&T Metro Rail Hyderabad launches RCS-based ticketing and google wallet services in partnership with route mobile and Billeasy (Positive)

Rites: Consortium emerges as L-1 in tender floated by Delhi metro rail corporation, gets order worth Rs 363.6 Million. (Positive)

Vascon: Company anticipates strong execution momentum in the EPC segment, targeting an order book of INR 1,500 Cr for the year. (Positive)

Premier Explosives: Company has secured order worth of Rs. 89.20 Crores order from Singareni Collieries Company (Positive)

RRP Semiconductor: Company awarded order of 439.90 Cr from Telecrown Infratech Private Limited, Pune Maharashtra (Positive)

Uttam Sugar: Company has boosted cane crushing capacity at its Khaikheri unit from 4700 TCD to 5500 TCD (Positive)

RVNL/HFCL: Aerial Telecom Solutions JV emerges as the lowest bidder from BSNL for Bharat Net Project worth Rs 5008 cr (Positive)

NTPC: Investment Approval for Telangana Super Thermal Power Project, Phase-II (3X800 MW) at an appraised current estimated cost of INR 29,344.85 Crore (Positive)

Wonderla Holidays: Company reported its second-highest Q2 revenue since inception with 4.51 lakh footfalls. (Positive)

Gensol Engineering: Solar EPC Order Book Crosses INR 5,400 Crore As On 31St October '24. (Positive)

Steel Strips Wheels: Company announces the launch of its new aluminum steering knuckle, with commercial production (Positive)

Hero MotoCorp: Company outlines expansion plans for Europe and UK, plans to enter multiple European markets by H2 (Positive)

Mankind  Pharma: Net profit at Rs 653.5 cr vs Rs 501 cr, Revenue at Rs 3076.5 cr vs Rs 2708.1 cr (YoY) (Positive)

Jenburkt Pharma: Net profit at Rs 9.6 cr vs Rs 7.3 cr, Revenue at Rs 41.2 cr vs Rs 38.3 cr (YoY)  (Positive)

Fiberweb: Net profit at Rs 3.5 cr vs Rs 1.3 cr, Revenue at Rs 25.0 cr vs Rs 20.6 cr (YoY) (Positive)

Waaree Renewable: Net profit at Rs 53.5 cr vs Rs 20.6 cr, Revenue at Rs 520 cr vs Rs 150 cr (YoY) (Positive)

PB Fintech: Net profit at Rs 50.7 cr vs loss Rs 20.3 cr, Revenue at Rs 1167 cr vs Rs 812 cr (YoY) (Positive)

Manappuram Fin: Net profit at Rs 570.65 cr vs Rs 558.38 cr, NII at Rs 1635 cr vs Rs 1365 cr (YoY) (Neutral)

Datamatics Global: Net profit at Rs 42.4 cr vs Rs 49.3 cr, Revenue at Rs 410 cr vs Rs 380 cr (YoY) (Neutral)

Berger Paints: Net profit at Rs 270 cr vs Rs 291 cr, Revenue at Rs 2774.6 cr vs Rs 2767.3 cr (YoY) (Neutral)

Jenburkt Pharma: Net profit at Rs 9.6 cr vs Rs 7.3 cr, Revenue at Rs 41.2 cr vs Rs 38.3 cr (YoY) (Neutral)

Gail: Net profit at Rs 2671.93 cr vs Rs 2723.98 cr, Revenue at Rs 32912 cr vs Rs 33674 cr (QoQ) (Neutral)

Balmer Lawrie: Net profit at Rs 62.5 cr vs Rs 63.8 cr, Revenue at Rs 640 cr vs Rs 590 cr (YoY) (Neutral)

Oil India: Net profit at Rs 1834.07  cr vs Rs 1466.84 cr, Revenue at Rs 5246 cr vs Rs 5332 cr (QoQ) (Neutral)

Sundaram Fastener: Net profit at Rs 143 cr vs Rs 133 cr, Revenue at Rs 1486 cr vs Rs 1421 cr (YoY) (Neutral)

Eclerx: Net profit at Rs 135 cr vs Rs 136 cr, Revenue at Rs 832 cr vs Rs 722 cr (YoY) (Neutral)

JK Tyre: Net profit at Rs 135 cr vs Rs 242 cr, Revenue at Rs 3621 cr vs Rs 3898 cr (YoY) (Neutral)

Indian Energy Exchange: Company achieves 9,642 MU electricity traded volume in Oct β€˜24, up 4% YoY. (Neutral)

Max Healthcare: Commences operations of 303 bed hospital in Dwarka (Neutral)

JSW Steel: Company's crude steel production for October 2024 was 22.81 lakh tonnes, down 1% from last year. (Neutral)
Offer For Sale: Hindustan Zinc Ltd


Seller: Govt. Of India (Promoter)

Floor Price: Rs 505/Sh (Approx 9.8 percent discount at Last Closing 559.7)

Total OFS size in Rupees: 10.56 crore shares or Rs 5334.5 crore (At floor price)

Base OFS size in Rupees: Rs 2667.2 crore (Or 5.28 crore shares)

Green Shoe size in Rupees: Rs 2667.2 crore (Or 5.28 crore shares)

For Non-Retail Investors: 06th November 2024

For Retail Investors: 07th November 2024

Retail Reservation: 10%

Mutual Fund and Insurance companies’ Reservation: 25%
*Q2FY25 EARNING CALENDAR 06.11.2024*

AADHARHFC, *APOLLOHOSP*, AVALON, BLUESTARCO, *CHAMBLFERT, DELTACORP, DHANUKA, ENDURANCE, FDC, GANDHAR, GEPIL, GPPL, *GRANULES*, *GUJGASLTD*, GULFOILLUB, HITECH, IPL, JBCHEPHARM, *JINDALSTEL*, JKLAKSHMI, JYOTISTRUC, KANSAINER, KIRLFER, KPEL, KPGEL, KPIGREEN, MMWL, NEULANDLAB, *POWERGRID*, PRICOLLTD, RAIN, *RITES*, RPSGVENT, SBCL, SONATSOFTW, TARC, *TATASTEEL*, TEAMLEASE, THANGAMAYL, TRIDENT, *USHAMART*

*APOLLOHOSP*
* Revenue expected at Rs 5513 crore versus Rs 4846 crore
* EBITDA expected to be seen at Rs 772 crore versus Rs 627 crore
* EBITDA margin expected to be seen at 14.00% versus 12.95%
* Net profit expected to be seen at Rs 363 crore versus Rs 232 crore

*CHAMBLFERT*
* Revenue expected at Rs 4935 crore versus Rs 5385 crore
* EBITDA expected to be seen at Rs 705 crore versus Rs 615 crore
* EBITDA margin expected to be seen at 14.28% versus 11.42%
* Net profit expected to be seen at Rs 446 crore versus Rs 381 crore

*GRANULES*
* Revenue expected at Rs 1015 crore versus Rs 1189 crore
* EBITDA expected to be seen at Rs 209 crore versus Rs 213 crore
* EBITDA margin expected to be seen at 20.59% versus 17.90%
* Net profit expected to be seen at Rs 93 crore versus Rs 102 crore

*GUJGASLTD*
* Revenue expected at Rs 3806 crore versus Rs 3845 crore
* EBITDA expected to be seen at Rs 435 crore versus Rs 496 crore
* EBITDA margin expected to be seen at 11.50% versus 12.91%
* Net profit expected to be seen at Rs 251 crore versus Rs 296 crore

*JINDALSTEL*
* Revenue expected at Rs 11632 crore versus Rs 12250 crore
* EBITDA expected to be seen at Rs 2078 crore versus Rs 2285 crore
* EBITDA margin expected to be seen at 17.86% versus 18.66%
* Net profit expected to be seen at Rs 791 crore versus Rs 1387 crore

*POWERGRID*
* Revenue expected at Rs 11522 crore versus Rs 11267 crore
* EBITDA expected to be seen at Rs 10542 crore versus Rs 9870 crore
* EBITDA margin expected to be seen at 91.50% versus 87.60%
* Net profit expected to be seen at Rs 3968 crore versus Rs 3781 crore

*RITES*
* Revenue expected at Rs 551 crore versus Rs 582 crore
* EBITDA expected to be seen at Rs 120 crore versus Rs 137 crore
* EBITDA margin expected to be seen at 21.78% versus 23.67%
* Net profit expected to be seen at Rs 100 crore versus Rs 101 crore

*TATASTEEL*
* Revenue expected at Rs 53734 crore versus Rs 55681 crore
* EBITDA expected to be seen at Rs 4980 crore versus Rs 4267 crore
* EBITDA margin expected to be seen at 9.27% versus 7.66%
* Net profit expected to be seen at Rs 139 crore versus Rs 702 crore

*USHAMART*
* Revenue expected at Rs 880 crore versus Rs 784 crore
* EBITDA expected to be seen at Rs 161 crore versus Rs 144 crore
* EBITDA margin expected to be seen at 18.30% versus 18.37%
* Net profit expected to be seen at Rs 109 crore versus Rs 107 crore


*Q2FY25 EARNING CALENDAR 07.11.2024*

AAVAS, *ABBOTINDIA*, ABFRL, APLLTD, ASTRAL, BAJAJELEC, CAPLIPOINT, CARYSIL, CLEAN, COCHINSHIP, *CUMMINSIND*, *EMAMILTD*, EMCURE,*ESCORTS*, *GESHIP*, GMMPFAUDLR, GOLDIAM, GRINFRA, GSPL, GUJALKALI, HAPPYFORGE, HAWKINCOOK, HIL, ICIL, IMAGICAA, IMFA, *INDHOTEL*, INDIAGLYCO, INDIGOPNTS, INNOVACAP, IRCON, ITDCEM, KENNAMET, LINDEINDIA, *LUPIN*, *M&M*, MMTC, MOLDTKPAC, NAVNETEDUL, NCC, *NHPC*, NITINSPIN, NRBBEARING, PAGEIND, PRINCEPIPE, RHIM, ROLEXRINGS, RPGLIFE, RVNL, *SAIL*, SANOFI, SHYAMMETL, STYLEBAAZA, SUBROS, TARSONS, *TRENT*, UNIPARTS, VIJAYA, VSSL, WABAG, YATHARTH

*ABBOTINDIA*
* Revenue expected at Rs 1628 crore versus Rs 1494 crore
* EBITDA expected to be seen at Rs 407 crore versus Rs 380 crore
* EBITDA margin expected to be seen at 25.00% versus 25.43%
* Net profit expected to be seen at Rs 349 crore versus Rs 312 crore

*CUMMINSIND*
* Revenue expected at Rs 2228 crore versus Rs 1899 crore
* EBITDA expected to be seen at Rs 421 crore versus Rs 338 crore
* EBITDA margin expected to be seen at 18.90% versus 17.82%
* Net profit expected to be seen at Rs 393 crore versus Rs 328 crore*Q2FY25 EARNING CALENDAR 06.11.2024*
AADHARHFC, *APOLLOHOSP*, AVALON, BLUESTARCO, *CHAMBLFERT, DELTACORP, DHANUKA, ENDURANCE, FDC, GANDHAR, GEPIL, GPPL, *GRANULES*, *GUJGASLTD*, GULFOILLUB, HITECH, IPL, JBCHEPHARM, *JINDALSTEL*, JKLAKSHMI, JYOTISTRUC, KANSAINER, KIRLFER, KPEL, KPGEL, KPIGREEN, MMWL, NEULANDLAB, *POWERGRID*, PRICOLLTD, RAIN, *RITES*, RPSGVENT, SBCL, SONATSOFTW, TARC, *TATASTEEL*, TEAMLEASE, THANGAMAYL, TRIDENT, *USHAMART*

*APOLLOHOSP*
* Revenue expected at Rs 5513 crore versus Rs 4846 crore
* EBITDA expected to be seen at Rs 772 crore versus Rs 627 crore
* EBITDA margin expected to be seen at 14.00% versus 12.95%
* Net profit expected to be seen at Rs 363 crore versus Rs 232 crore

*CHAMBLFERT*
* Revenue expected at Rs 4935 crore versus Rs 5385 crore
* EBITDA expected to be seen at Rs 705 crore versus Rs 615 crore
* EBITDA margin expected to be seen at 14.28% versus 11.42%
* Net profit expected to be seen at Rs 446 crore versus Rs 381 crore

*GRANULES*
* Revenue expected at Rs 1015 crore versus Rs 1189 crore
* EBITDA expected to be seen at Rs 209 crore versus Rs 213 crore
* EBITDA margin expected to be seen at 20.59% versus 17.90%
* Net profit expected to be seen at Rs 93 crore versus Rs 102 crore

*GUJGASLTD*
* Revenue expected at Rs 3806 crore versus Rs 3845 crore
* EBITDA expected to be seen at Rs 435 crore versus Rs 496 crore
* EBITDA margin expected to be seen at 11.50% versus 12.91%
* Net profit expected to be seen at Rs 251 crore versus Rs 296 crore

*JINDALSTEL*
* Revenue expected at Rs 11632 crore versus Rs 12250 crore
* EBITDA expected to be seen at Rs 2078 crore versus Rs 2285 crore
* EBITDA margin expected to be seen at 17.86% versus 18.66%
* Net profit expected to be seen at Rs 791 crore versus Rs 1387 crore

*POWERGRID*
* Revenue expected at Rs 11522 crore versus Rs 11267 crore
* EBITDA expected to be seen at Rs 10542 crore versus Rs 9870 crore
* EBITDA margin expected to be seen at 91.50% versus 87.60%
* Net profit expected to be seen at Rs 3968 crore versus Rs 3781 crore

*RITES*
* Revenue expected at Rs 551 crore versus Rs 582 crore
* EBITDA expected to be seen at Rs 120 crore versus Rs 137 crore
* EBITDA margin expected to be seen at 21.78% versus 23.67%
* Net profit expected to be seen at Rs 100 crore versus Rs 101 crore

*TATASTEEL*
* Revenue expected at Rs 53734 crore versus Rs 55681 crore
* EBITDA expected to be seen at Rs 4980 crore versus Rs 4267 crore
* EBITDA margin expected to be seen at 9.27% versus 7.66%
* Net profit expected to be seen at Rs 139 crore versus Rs 702 crore

*USHAMART*
* Revenue expected at Rs 880 crore versus Rs 784 crore
* EBITDA expected to be seen at Rs 161 crore versus Rs 144 crore
* EBITDA margin expected to be seen at 18.30% versus 18.37%
* Net profit expected to be seen at Rs 109 crore versus Rs 107 crore


*Q2FY25 EARNING CALENDAR 07.11.2024*

AAVAS, *ABBOTINDIA*, ABFRL, APLLTD, ASTRAL, BAJAJELEC, CAPLIPOINT, CARYSIL, CLEAN, COCHINSHIP, *CUMMINSIND*, *EMAMILTD*, EMCURE,*ESCORTS*, *GESHIP*, GMMPFAUDLR, GOLDIAM, GRINFRA, GSPL, GUJALKALI, HAPPYFORGE, HAWKINCOOK, HIL, ICIL, IMAGICAA, IMFA, *INDHOTEL*, INDIAGLYCO, INDIGOPNTS, INNOVACAP, IRCON, ITDCEM, KENNAMET, LINDEINDIA, *LUPIN*, *M&M*, MMTC, MOLDTKPAC, NAVNETEDUL, NCC, *NHPC*, NITINSPIN, NRBBEARING, PAGEIND, PRINCEPIPE, RHIM, ROLEXRINGS, RPGLIFE, RVNL, *SAIL*, SANOFI, SHYAMMETL, STYLEBAAZA, SUBROS, TARSONS, *TRENT*, UNIPARTS, VIJAYA, VSSL, WABAG, YATHARTH

*ABBOTINDIA*
* Revenue expected at Rs 1628 crore versus Rs 1494 crore
* EBITDA expected to be seen at Rs 407 crore versus Rs 380 crore
* EBITDA margin expected to be seen at 25.00% versus 25.43%
* Net profit expected to be seen at Rs 349 crore versus Rs 312 crore

*CUMMINSIND*
* Revenue expected at Rs 2228 crore versus Rs 1899 crore
* EBITDA expected to be seen at Rs 421 crore versus Rs 338 crore
* EBITDA margin expected to be seen at 18.90% versus 17.82%
* Net profit expected to be seen at Rs 393 crore versus Rs 328 crore
Indian Hotels: Company Limited is set to acquire ~55% equity in Rajscape Hotels Private Limited for up to β‚Ή18 crores. (Neutral)

Eicher Motors: Royal Enfield launched the Interceptor Bear 650 in India, priced between β‚Ή3.39 lakh and β‚Ή3.59 lakh. (Neutral)

Hindustan Zinc: Government to divest 1.25% equity in Hindustan Zinc OFS, plus a 1.25% green shoe. Floor price set at Rs 505/sh versus close at Rs 559.7/sh (Negative)

Berger Paints: Heavy Rains, Flooding in parts of the country impacts business (Negative)

Chemplast: EBITDA at Rs 26 cr vs Rs 124 cr, Revenue at Rs 993 vs Rs 1145 cr (YoY) (Negative)