Oct 30 2023, 12:38

37% तक की तेजी की संभावना वाले 5 ऑटो सहायक स्टॉक:


यह लंबे समय के बाद है कि उद्योग को मंदी का सामना करना पड़ रहा है। लगभग पांच वर्षों की अवधि के लिए, उद्योग प्रतिकूल परिस्थितियों, एनबीएफसी संकट, कोविड के दौरान लॉकडाउन का सामना कर रहा था और आखिरकार स्टील और अन्य कमोडिटी की कीमतों में तेज वृद्धि हुई और ऑटो सहायक कंपनियां इसे ओईएम को हस्तांतरित करने में सक्षम नहीं थीं।

स्टॉक का मिलान 29 अक्टूबर, 2023 की नवीनतम स्टॉक रिपोर्ट्स प्लस रिपोर्ट के डेटा से किया गया।

ऑटो सहायक स्टॉक - तेजी की संभावना

29 अक्टूबर, 2023

कंपनी का नाम

औसत स्कोर

9

एमएम फोर्जिंग्स

रेको

मजबूत खरीदें

विश्लेषक गणना

4

 उपरी संभावना%

37.1

उदाहरण हिस्सेदारी%

16

मार्केट कैप प्रकार

छोटा

बाजार पूंजीकरण करोड़ रु

2,088

कंपनी का नाम

सीआईई ऑटोमोटिव इंडिया

औसत स्कोर

5

रेको

खरीदना

विश्लेषक गणना

6

 उपरी संभावना%

25.8

एमएम फोर्जिंग्स लिमिटेड एक कंपनी है, जो स्टील फोर्जिंग के निर्माण में लगी हुई है।

CIE ऑटोमोटिव लिमिटेड एक है
बहु-प्रौद्योगिकी ऑटोमोटिव
कई प्रौद्योगिकियों में उपस्थिति के साथ घटक आपूर्तिकर्ता,
जिसमें फोर्जिंग, कास्टिंग,
स्टांपिंग, चुंबकीय उत्पाद।

सुब्रोस लिमिटेड एक कंपनी है जो मुख्य रूप से ऑटोमोटिव अनुप्रयोगों के लिए थर्मल उत्पादों के निर्माण में लगी हुई है।


यूएनओ मिंडा लिमिटेड, पूर्व में मिंडा इंडस्ट्रीज लिमिटेड, टियर-1 के रूप में मूल उपकरण निर्माताओं (ओईएम) को मालिकाना ऑटोमोटिव समाधान और सिस्टम का वैश्विक आपूर्तिकर्ता है।

मिंडा कॉर्पोरेशन लिमिटेड एक होल्डिंग कंपनी है जो मुख्य रूप से ऑटोमोटिव उद्योग के लिए सुरक्षा और सुरक्षा प्रणालियों और इसके संबंधित घटकों के निर्माण और संयोजन में लगी हुई है।



source:et 

Oct 30 2023, 12:36

आपके दिन की शुरुआत करने के लिए 3 जानकारियां, ई-रुपये के लिए सूक्ष्म:



बैंक सेंट्रल बैंक डिजिटल करेंसी (सीबीडीसी) या ई-रुपये का उपयोग करके लेनदेन को बढ़ावा देने के लिए ग्राहकों को प्रोत्साहन दे रहे हैं।

भारतीय रिजर्व बैंक (आरबीआई) ने पिछले दिसंबर में ई-रुपये के लिए एक पायलट प्रोजेक्ट शुरू किया था।

क्वालिटी केयर ने 55% हिस्सेदारी का अधिग्रहण किया
मौजूदा निवेशक ट्रू नॉर्थ साथ में
अल्पसंख्यकों के पास 20% हिस्सेदारी के साथ
शेयरधारक। प्रवर्तक परिवार है
में अतिरिक्त हिस्सेदारी भी कम कर दी
यह लेनदेन.

गुणवत्ता देखभाल,
वह प्लेटफ़ॉर्म जो पहले से ही संचालित है
केयर हॉस्पिटल्स का नेटवर्क है
ब्लैकस्टोन और के संयुक्त स्वामित्व में
टीपीजी ग्रोथ. ब्लैकस्टोन के पास 73% हिस्सेदारी है जबकि टीपीजी ग्रोथ के पास है
25%.

KIMS स्वास्थ्य का अनुमान है
300 करोड़ रुपये का एबिटा पोस्ट करें
और 1,000 करोड़ रुपये का राजस्व
सूत्रों के मुताबिक FY24। 

Oct 30 2023, 09:59

long term wealth ;5 stocks with a right PEG ratio:


PEG ratio is a complex process and

comes with its own set of

challenges. The challenge with
PEG ratio is the quality of the
earning forecast and given that in
an ever changing macro environment, even the best of the
forecast for any business can go
wrong which may impact other
elements which lead to some
unexpected changes.


It is better to use PEG ratio when looking for long-term
investment, though finding the
right ratio is itself a challenge. Also
given the huge difference in what
is value and what looks cheap due
to one financial ratio, more often
than not, relying on PE may lead to
wrong investment decisions. PEG
ratio is much better compared to
the commonly used P/E ratio.

Another problem with PE ratio is
that it not only creates a problem
in terms of buying based on PE
ratio.

The data used in screening the following 5 stocks has been gathered from the latest Refinitiv's Stock Reports Plus report dated Oct 29, 2023.

Stocks with PEG & Long Term Growth Rates

Upside Potential - Oct 29, 2023

Company Name

Kalpataru Projects International

8

Avg Score

Buy

Reco

Analyst Count

13

 Upside Potential %

49.9

PEG Ratio

0.6

LTG Ratio %

25.0

Inst Stake%

45.8

Market Cap Type

Mid

Market Cap Rs Cr

10,394

Manappuram Finance

7

Company Name

Avg Score

Buy

Reco

Analyst Count

18

 Upside Potential %

49.8


Kalpataru Projects International
Limited is an engineering, procurement and construction (EPC) company.

Manappuram Finance Limited is a non-banking financial company (NBFC). The Company serves the credit requirements of people belonging to the lower socio- economic classes, particularly in rural and semi-urban areas of India.


Samvardhana Motherson International Limited, formerly Motherson Sumi Systems

Limited, is a company engaged in manufacturing components for the automotive and transport industries.


Bajaj Finance Limited. Bajaj Finance Limited is a non-banking financial company.



source: et 

Oct 30 2023, 09:37

5 midcap stocks with right levels of RoE and upside up to 47%:

Investing in mid cap stocks is one
of the toughest challenges for any
investor. This challenge gets much
bigger when the valuations are
extremely high but an investor's
desire to invest in them is high due
to the fact that they have been
impressed by recent gains in their
mid-cap stocks.


First date is when small cap stocks
were at their peak and second i.e
June 2022 is when they were at
lowest. During this period of just
eight months a number of them
lost all the gains they had made in
two years in the covid rally. The
third is the date, which is April
this year, they were again all under
pressure.


In order to look for such companies, different combinations of profitability ratios have been used. So, stocks with a minimum return on equity of 20% is considered.

The selected list of stocks show an

upside potential in the range of
34% to 61%. 
The report plus score is a minimum of
4. Below is the list of 5 mid cap
stocks dated Oct 29th, 2023.


Mid Cap Stocks with Net Margin & RoE

Upside Potential - Oct 29, 2023

Company Name

TCI Express

Avg Score

5

Reco

Buy

Analyst Count

11

61.6

* Upside Potential %

10.9

Net Margin %

ROE %

22.2

Inst

9.8

Stake%

Market Cap Rs Cr

5,097


TCI Express Limited is an express cargo distribution company with an emphasis on the e-commerce business.

Balaji Amines Limited is a company, which is engaged in the manufacturing of Aliphatic Amines, their derivatives and specialty chemicals.


Tanla Platforms Limited is a cloud communication provider.

The Company is a provider of application to person (A2P) messaging platforms.

CMS Info Systems Ltd. is a cash management company. The Company offers its customers a range of tailored cash management and managed services solutions, including ATMs.


RITES Limited is an engineering
and consultancy company. The
Company offers various services
from concept to commissioning in
transport infrastructure and
related technologies.


source:et 

Oct 30 2023, 09:20

Stock Radar: Persistent stocks upside up to 20%:


Persistent Systems, part of the IT sector, has rallied more than 20% in the last 3 months to hit a fresh record high last week and the chart structure suggests that the rally may not be over yet.

The stock hit a record high of Rs 6144 on October 27, 2023, but it failed to hold on to the momentum and witnessed some selling pressure.


the stock broke above 5,900-6,000 levels which had been acting as a stiff resistance level since September - bringing an end to two-month consolidation.

"Despite broader market selling and weakness in most of the sectors, this Persistent Systems stock has held on above its key exponential moving averages on a daily frame," Shivangi Sarda, Analyst, Derivatives and Technical Research, Motilal Oswal Financial Services Ltd, said.

"Traders can buy the stock for a target of Rs 6,150 in the next 2-3 weeks and a stop loss can be placed below Rs 5,735 on closing basis," she recommended.


source: et 

Oct 30 2023, 08:53

5 auto ancillary stocks with upside potential of up to 37%:


It is after a long period of time that the industry has been witnessing tailwinds. For almost a period of five years, industry was facing headwinds, NBFC crisis, to lockdown during covid and finally there was a sharp spike in steel and other commodity prices and auto ancillary companies were not able to pass it on to OEM.

The stocks collated with data from the latest Stock Reports Plus report dated Oct 29, 2023.

Auto Ancillary stocks - Upside potential

Oct 29, 2023

Company Name

Avg Score

9

MM Forgings

Reco

Strong Buy

Analyst Count

4

 Upside Potential%

37.1

Inst Stake%

16

Market Cap Type

Small

Market Cap Rs Cr

2,088

Company Name

CIE Automotive India

Avg Score

5

Reco

Buy

Analyst Count

6

 Upside Potential%

25.8

MM Forgings Limited is a company, which is engaged in the manufacturing of steel forgings.

CIE Automotive Limited is a
multi-technology automotive
components supplier with a presence in many technologies,
which include forgings, castings,
stampings, magnetic products.

Subros Limited is a company that is primarily engaged in the manufacturing of thermal products for automotive applications.


UNO Minda Limited, formerly Minda Industries Limited, is a global supplier of proprietary automotive solutions and systems to original equipment manufacturers (OEMs) as tier-1.

Minda Corporation Limited is a holding company primarily engaged in the manufacturing and assembling of safety and security systems and its associated components for the automotive industry.


source: et 

Oct 30 2023, 08:41

3 insights to kick-start the day, carrots for e-rupee:



Banks are giving incentives to customers for promoting transactions using the Central Bank Digital Currency (CBDC) or the e-rupee.

The Reserve Bank of India (RBI) started a pilot project for the e-rupee last December.

Quality Care acquired 55% stake held by
existing investor True North along
with 20% stake held by minority
shareholders. Promoter family has
also diluted additional stake in
this transaction. 

Quality Care, the
platform that already operates a
network of CARE Hospitals, is
jointly owned by Blackstone and
TPG Growth. Blackstone owns 73% stake while TPG Growth holds
25%. 

KIMS Health is estimated to
post an Ebitda of INR300 crore
and a revenue of INR1,000 crore in
FY24, according to sources.



source:et 

Oct 29 2023, 14:17

4 stocks with improvement and upside up to 42%



Whether it is, large, mid or small
cap market breadth in all segments witnessed a sharp decline. In such times, if one is looking to buy stocks it would be better to look at stocks where some developments have made analysts turn bullish on them. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars.

The way markets panned in the last couple of sessions, it is clear that valuations are something the street cannot ignore for a long time. Yes, there are phases where high liquidity can push the stocks sharply high, but when liquidity comes to normal levels, the correction in stocks where valuations have gone extremely high is very high.

The moment liquidity came down,the whole reaction of the street to
any disappointment in numbers
was extremely negative. It is very
very likely that the reaction of the
street would be harsh to any lower
than expected number.

The selected list applies different algorithms for all BSE and NSE stocks. Further, we have checked whether these screened down stocks also have a high upside potential over the next 12 months and if these enjoy confidence from the analyst community.

Stocks with Consistent Score Improvement

Oct 28, 2023

Stock  Latest  Score
Company Name

Stock Score

1W

1M

ago

ago

Reco

Steel Authority of India

6

5

3

Hold

L&T Technology Services

9

6

Sell

Chambal Fertilisers & Chemicals

9

8

7

Buy

Rainbow Children's Medicare

8

7

6

Hold

*Calculated from highest price target given by analysts

Steel Authority of India Limited

is a company, which is engaged primarily in steel manufacturing business in the country.

L&T Technology Services Limited is an engineering research and development services company.

Chambal Fertilisers and Chemicals Limited is a company that is engaged in the production of urea in its three plants located at Gadepan in Kota district of Rajasthan.


source:et 

Oct 29 2023, 10:07

Rising US bond yields are spooking the market;India seems insulated:
 
This is the worst bond market in the 247
year history of the US, the Bank of America says.
US bond yields are at a 30-year-high and
experts even argue that US bonds
might even trade in the 10% range.

Hedge funds have made truckloads of money by shorting
bonds. But it's worrying US bond
investors and other economies.

Yields are at a 30 year high on US bonds and there are many experts who argue that US bonds might even trade in the 10% range. This could set the ball rolling for a crash in bond prices. But the interesting part is that this will not have much of an effect on the Indian markets.

The US is a matured economy and India is now a growth economy. The US has played with quantitative easing where it kept the artificial cost of money very low after the financial crisis. Now, they are in a different era.


"The bond bear market of the 1950s through the early 1980s was more of a death-by-a-thousand cuts. And the source of those cuts was inflation.

"The bond bear market of the 1950s through the early 1980s was more of a death-by-a-thousand cuts. And the source of those cuts was inflation.

The Reserve Bank of India (RBI) believes that these factors provid India a certain degree of insulation from global spillovers. Moreover, the correlation betwee the US bond yields and India bond yields has fallen sharply, indicating the impact will be different in magnitude and not one to one. 

Oct 28 2023, 15:40

निफ्टी फाइनेंशियल सर्विसेज : क्या सुधार का नेतृत्व करेंगे?

अचानक बैंक निफ्टी या फिनिफ्टी में भारी गिरावट देखी गई
यह याद रखने लायक होगा
चाहे वह ऊपर की ओर हो या दक्षिण की ओर
निफ्टी और सेंसेक्स की चाल, यह है
मुख्यतः वित्तीय सेवाओं द्वारा नेतृत्व किया गया।

अमेरिकी बांड का उल्लंघन हुआ
5 प्रतिशत अंक, यह वह गति है जिस पर 90 आधार अंकों की अंतिम मजबूत उर्ध्व गति होती है
घटित। इसमें हर एक को शामिल किया गया
आश्चर्य और शायद यही है
कारण उभरते बाज़ार
इस पर प्रतिक्रिया व्यक्त की.

चीन मौद्रिक नीति उपकरणों के माध्यम से अपनी अर्थव्यवस्था को गति देना चाहता है। यह सब अंततः विपरीत दिशा में खिंचाव और दबाव की ओर ले जाता है।

निफ्टी फाइनेंशियल सर्विसेज इंडेक्स में शेयरों की सूची
उन्हें "मजबूत" दिया गया
ख़रीदें/ख़रीदें/होल्ड करें/बेचें"
27 अक्टूबर, 2023 की नवीनतम स्टॉक रिपोर्ट प्लस रिपोर्ट में सिफारिश।


कंपनी का नाम

औसत स्कोर

6

रेको

खरीदना

विश्लेषक गणना

41

उपरी संभावना %

33.3

उदाहरण हिस्सेदारी%

47.2
बाजार पूंजीकरण करोड़ रु

1,110,627

आईसीआईसीआई बैंक

कंपनी का नाम

औसत स्कोर

8
रेको
मजबूत खरीदें
विश्लेषक गणना
41
उपरी संभावना %
31.0
उदाहरण हिस्सेदारी%
53.7
बाजार पूंजीकरण करोड़ रु
636,876
स्टेट बैंक ऑफ इंडिया
कंपनी का नाम

औसत स्कोर
10
रेको
खरीदना
विश्लेषक गणना
44
उपरी संभावना %
28.7
उदाहरण हिस्सेदारी%
27.2
बाजार पूंजीकरण करोड़ रु
488,310
कोटक महिंद्रा बैंक

कंपनी का नाम
औसत स्कोर
6
रेको
खरीदना
विश्लेषक गणना
37
कंपनी का नाम

एसबीआई लाइफ

औसत स्कोर
5
रेको
मजबूत खरीदें
विश्लेषक गणना
31
उपरी संभावना %
21.8
उदाहरण हिस्सेदारी%
26.0
बाजार पूंजीकरण करोड़ रु

130,762

कोटक महिंद्रा बैंक लिमिटेड
(बैंक) एक बैंक है. बैंक अपने ग्राहकों को कई प्रकार की बैंकिंग सेवाएँ प्रदान करता है
इसमें रिटेल बैंकिंग, ट्रेजरी और कॉर्पोरेट बैंकिंग शामिल हैं
भारत और एक भी है
दुबई में प्रतिनिधि कार्यालय।

एसबीआई लाइफ इंश्योरेंस कंपनी लिमिटेड एक कंपनी है, जो जीवन बीमा प्रदान करती है।

आईसीआईसीआई प्रूडेंशियल लाइफ इंश्योरेंस कंपनी लिमिटेड एक जीवन बीमा कंपनी है, जो आईसीआईसीआई बैंक लिमिटेड और प्रूडेंशियल कॉर्पोरेशन होल्डिंग्स लिमिटेड का संयुक्त उद्यम है।

एचडीएफसी लाइफ इंश्योरेंस कंपनी लिमिटेड एक जीवन बीमा कंपनी है।

एसबीआई कार्ड और भुगतान सेवाएँ
लिमिटेड एक कंपनी है. कंपनी क्रेडिट कार्ड सेवाएँ प्रदान करती है।


श्रीराम फाइनेंस लिमिटेड, पूर्व में श्रीराम ट्रांसपोर्ट फाइनेंस कंपनी लिमिटेड, एक कंपनी है, जो खुदरा गैर-बैंकिंग वित्त कंपनी (एनबीएफसी) है।

मुथूट फाइनेंस लिमिटेड एक गोल्ड फाइनेंसिंग कंपनी है। कंपनी एक गैर-जमा स्वीकार करने वाली, गैर-बैंकिंग वित्तीय कंपनी है, जो मुख्य रूप से वित्तपोषण के व्यवसाय में लगी हुई है। यह सोने के आभूषणों द्वारा सुरक्षित व्यक्तिगत और व्यावसायिक ऋण प्रदान करता है।

आईसीआईसीआई लोम्बार्ड जनरल इंश्योरेंस कंपनी लिमिटेड एक सामान्य बीमा कंपनी है। कंपनी मोटर, स्वास्थ्य, यात्रा, घर, छात्र यात्रा और बहुत कुछ के लिए बीमा कवरेज प्रदान करती है।


स्रोत: एट