Sep 27 2023, 10:23

largecaps have ‘strong buy’ & ‘buy’ recos with upside potential of over 20%


The potential upside in them is less than the algo defined levels. As soon as the market corrects, some of them are back on the list.


As the stock prices kept moving upward, the number of the stocks in the list came down. Three weeks back they came as low as 3 and even last week, they have been at 5, this is exactly opposite of four months back. When the list was at 25.


UPL Limited is a company that provides crop protection solutions. The Company is engaged in the business of agrochemicals, industrial chemicals, chemical intermediates and specialty chemicals.
The Company's segments include Agro activity and Non Agro activity.

HDFC Bank Limited (the Bank) is a private sector bank. The Bank caters to a range of banking services covering commercial and investment banking on the wholesale side and transactional/ branch banking on the retail side. 

Interglobe Aviation Ltd. is a company engaged in operating passenger airline. The Company offers aviation, hospitality and travel related services.

Life Insurance Corporation of India is an insurance company. The Company is engaged in the business of life insurance in and outside India. It has a diversified product portfolio covering various segments across individual products and group products.

PI Industries Limited is a holding company. The Company is engaged in the manufacturing and distribution of agro chemicals. It operates through Agro Chemicals segment. 

ICICI Bank Limited (the Bank) is a banking company. The Bank is engaged in providing a range of banking and financial services including commercial banking and treasury operations. 

SBI Life Insurance Company Limited is a company, which offers life insurance. The Company offers a suite of unit-linked products and solutions. 
One97 Communications Limited is a mobile Internet company. The Company runs Paytm, which is a digital goods and mobile commerce platform.

FSN E-Commerce Ventures Limited is a consumer technology platform company. The Company is engaged in the business of manufacturing, selling and distributing beauty, wellness, fitness, personal care, health care, skin care, hair care products.

Kotak Mahindra Bank Limited (the Bank) is a bank. The Bank provides a range of banking services to its customers encompassing retail banking, treasury and corporate banking in India and also has a representative office in Dubai. 

Bharat Petroleum Corporation Limited. Bharat Petroleum Corporation Limited is engaged in the business of refining of crude oil and marketing of petroleum products. 

 Each stock is ranked on a scale of 1 to 10. A score of 8 to 10 is considered positive, 4 to 7 is neutral and 1 to 3 is given a negative outlook.



source:et 

Sep 27 2023, 10:00

Embattled quick-commerce company Dunzo is set to get a lifeline from existing investors:



Dunzo’s existing investors Reliance Retail, Google, and Lightrock are said to be planning a USD30 million infusion into the startup. The new funds will likely be used to pay employees, whose salaries have been pending for the last few months. 

But Dunzo will need a longer rope soon to tide over the cash crunch, even as it faces legal suits over pending dues from several vendors, including investor Google itself.


Indian Council of Medical Research, the country’s apex medical research body, says key antibiotics may no longer work for certain infections.


 Carbapenem, a strong antibiotic that was highly effective against pneumonia and septicaemia until a few years ago, has shown to be losing its benefit in the majority of patients.


Antibiotics are rampantly misused in India. Every part of the drug supply chain is responsible for this. 

While regulatory authorities have done little to curb such misuse, doctors haven’t refrained from indiscriminate prescriptions either. 
 

India has long been exploring ways to secure lithium reserves, as demand for the mineral is expected to rise. 

The Kashmir discovery put India’s reserves as the sixth largest in the world and could make the country self-sufficient in lithium.


Lithium reserves are key to India’s ambition to expand EV adoption to 30% (of the total vehicles sold) by 2030 from less than 1% at present.


source:et 

Sep 27 2023, 09:06

Stock Radar:An agri- company breaks out of Descending Triangle targets Rs 440:



The stock rose from Rs 245 as of August 22 to Rs 430 on 26 September, which translates into an upside of over 28% in a month.

 It rallied more than 7% in a week, hit a 52-week high of Rs 326 on 22 September. It's suggested that the rally may not be over as long as the stock holds above Rs 275-440 levels.

Gujarat Ambuja Exports, a part of the agricultural products segment, has rallied by about 28% in a month.

A breakout pushed the stock to a fresh 52-week high in September and has opened room for it to head towards Rs 340 levels, suggested experts.

A breakout pushed the stock to a fresh 52-week high in September and has opened room for it to head towards Rs 340 levels, suggested experts.

It gave a breakout from a Descending Triangle pattern on the weekly charts, where the neckline was placed around Rs 270-300 levels. It has made a strong base above Rs 220 levels that acted as a crucial support multiple times since November 2022.


The Relative Strength Index (RSI) is at 70.0. RSI above 70 is considered overbought. This implies that stock may show some pullback.

"GAEL has been consolidating for the past 1 year and this month (September) we saw the stock has broken above the descending triangle pattern on charts with RSI showing positive crossover and is currently placed at moderate Rs 60 levels.


"We suggest traders buy in the range of Rs 290-300 levels for potential target levels of Rs 335- 340 in the next 5 weeks. However, if this breakout fails to sustain, we can restrict loss by keeping strict stop loss at Rs 275," recommended Patel..






source:et 

Sep 27 2023, 07:32

इलेक्ट्रिकल और मिनी व्हाइट गुड्स के 5 शेयरों में 36% तक तेजी की संभावना:


उस कंपनी को आप क्या कहेंगे जो वॉटर गीजर और इलेक्ट्रिकल वायर दोनों बनाती है, एक व्हाइट गुड्स वर्ष 2015 से 2020, विभिन्न क्षेत्रों में मजबूत ब्रांड वाली कंपनियों को कमोडिटी माना जाता है नाटकों को सड़क पर पुनः रेटिंग मिली। 


स्टॉक की कीमतें एक दायरे में रहने और कमाई बढ़ने से उनके मूल्यांकन में मूल्य का पुनर्समायोजन हुआ है। जिन कंपनियों को मोजो वापस मिलने की संभावना अधिक है, वे घरेलू आपूर्ति शृंखला का निर्माण करेंगी। 


इन कंपनियों ने मजबूत मंदी वाले बाजारों से बेहतर प्रदर्शन किया है क्योंकि वे एक निश्चित मूल्य स्तर से नीचे नहीं गईं। समेकन के एक लंबे चरण के बाद, क्या स्टॉक ऊपर की ओर बढ़ने के एक और दौर के लिए तैयार हैं। 

कंज्यूमर ड्यूरेबल्स स्टॉक - तेजी की संभावना 25 सितंबर, 2023 कंपनी का नाम हैवेल्स इंडिया औसत स्कोर 7 रेको बाय एनालिस्ट गिनती 40 उल्टा संभावित % 36.44 इंस्टेंट हिस्सेदारी% 20.6 मार्केट कैप प्रकार बड़ा मार्केट कैप 87,261 रुपये करोड़ कंपनी का नाम वोल्टास औसत स्कोर 4 रेको होल्ड एनालिस्ट गिनती 40 उल्टा संभावित% 28.24




 source:et 

Sep 27 2023, 07:23

परिवहन उद्योग उन्नति की ओर अग्रसर:



ट्रक भारत के सड़क परिवहन उद्योग के इंजन हैं जो देश का 60% माल ढोते हैं।


भारत में ट्रक बेड़े के मालिक का काम दो तरफ से अधिक चुनौतीपूर्ण होता जा रहा है। एक ओर, तेज/समयबद्ध डिलीवरी और शुरू से अंत तक दृश्यता की मांग बढ़ रही है।


 और दूसरी ओर, बढ़ती प्रतिस्पर्धा के साथ-साथ बढ़ती परिचालन और अनुपालन लागत मार्जिन को कम कर रही है।


बेड़े का प्रबंधन करना एक जटिल कार्य है और यही कारण है कि बड़ी संख्या में परिवहन कंपनियां संपत्ति कम रखना चाहती हैं।


 परिवहन में, ईंधन लागत का लगभग 50% खर्च करता है। दूसरे नंबर पर अन्य चीजों के अलावा रखरखाव, टायर और ड्राइवर का वेतन आता है।


 एक और बड़ी चिंता यह सुनिश्चित करने के मामले में ग्राहकों की संतुष्टि में सुधार करना है कि सामान समय पर पहुंचे, शिपमेंट में देरी का प्रबंधन, कार्गो की सुरक्षा, ड्राइविंग व्यवहार का प्रबंधन और दुर्घटनाओं को कम करना।


 बीएलआर लॉजिस्टिक्स के निदेशक अभिषेक गोयल बताते हैं कि टेलीमैटिक्स सिस्टम ने यह समझने में मदद की है कि कंपनी ईंधन के लिए विभिन्न ट्रक मॉडलों द्वारा खपत की तुलना में कहीं अधिक भुगतान कर रही थी।



 वोल्वो ट्रक्स इंडिया के उपाध्यक्ष, वी वेंकटेश्वरलू बताते हैं कि यह कैसे काम करता है, "वोल्वो टेलीमैटिक्स प्लेटफॉर्म वोल्वो कनेक्ट लगभग 140 मापदंडों को स्कैन करता है जो ईंधन की खपत को प्रभावित करते हैं। उदाहरण के लिए, ड्राइवर कितनी बार ब्रेक का उपयोग करता है, गियर बदलता है आदि। के आधार पर इन मापदंडों का मूल्यांकन करते हुए, प्रत्येक ड्राइवर को एक महीने के लिए की गई सभी यात्राओं के लिए एक प्रदर्शन स्कोरकार्ड सौंपा जाता है।


 फ्लीटएक्स, जो 500 से 3,000 ट्रकों के मालिक मध्यम से बड़े बेड़े वाले ऑपरेटरों के साथ काम करता है, ने हाल ही में एक एआई-सक्षम वीडियो डैश कैम लॉन्च किया है।


वोल्वो के वेंकटेश्वरलु का कहना है, जब वाहन वर्कशॉप के रास्ते में होता है, तब भी वर्कशॉप के तकनीशियन वाहन में खराबी कोड देख सकते हैं।


भारत में टाटा मोटर्स, अशोक लीलैंड, महिंद्रा एंड महिंद्रा, वोल्वो ट्रक्स और डेमलर इंडिया कमर्शियल व्हीकल्स से लेकर सभी ओईएम कनेक्टेड ट्रकों के विचार को आगे बढ़ा रहे हैं। यह तेजी से एक पॉइंट-ऑफ-सेल रणनीति बनती जा रही है क्योंकि 'सेवाओं' को एक महत्वपूर्ण विभेदक के रूप में देखा जा रहा है।
parivahan udyog unnati kee or agrasar:


 


source:et 

Sep 27 2023, 07:14

शीर्ष निफ्टी50 शेयरों के विश्लेषक इस सप्ताह खरीदारी का सुझाव दे रहे:

निफ्टी50 दिए गए
10 सितंबर, 2023 की नवीनतम स्टॉक रिपोर्ट में "मजबूत खरीदें/खरीदें" की सिफारिश।

विश्लेषक कार्रवाई योग्य जानकारी प्रदान करने के लिए इंस्टीट्यूशनल ब्रोकर्स एस्टीमेट सिस्टम (आईबीईएस) का उपयोग करने की सलाह देते हैं। कोई भी व्यक्ति सूचकांक में प्रत्येक स्टॉक को खरीदने/बेचने/होल्ड करने की सिफारिशें देने वाले विश्लेषकों की संख्या का विवरण भी देख सकता है।


 उपर्युक्त पांच घटक रेटिंग का सरल औसत आम तौर पर औसत स्कोर तक पहुंचने के लिए वितरित किया जाता है।

प्रत्येक स्टॉक को 1 से 10 के पैमाने पर रैंक किया गया है। 8 से 10 के स्कोर को सकारात्मक माना जाता है, 4 से 7 को तटस्थ और 1 से 3 को नकारात्मक दृष्टिकोण दिया जाता है। स्कोर के अलावा, रिपोर्ट में प्रवृत्ति विश्लेषण, सहकर्मी विश्लेषण और औसत विश्लेषकों की सिफारिशें भी शामिल हैं। हमने इस रिपोर्ट के लिए समग्र सकारात्मक दृष्टिकोण यानी 8-10 के औसत स्कोर वाले स्टॉक को फ़िल्टर किया है।


 रिपोर्ट में बुनियादी घटक के तहत लाभप्रदता, ऋण, कमाई की गुणवत्ता और लाभांश रुझान का मूल्यांकन किया जाता है। सापेक्ष मूल्यांकन के तीन घटक हैं - बिक्री की कीमत (50% भार), अनुगामी पी/ई (25% भार) और आगे का पी/ई (25% भार)।


इन मेट्रिक्स का मूल्यांकन समग्र बाजार, सूचकांक और कंपनी के अपने ऐतिहासिक 5-वर्षीय औसत के आधार पर किया जाता है।


जोखिम स्कोर अस्थिरता, रिटर्न की मात्रा, बीटा और सहसंबंध सहित दीर्घकालिक (5-वर्ष) और अल्पकालिक (90-दिवसीय) स्टॉक प्रदर्शन उपायों की एक श्रृंखला का मूल्यांकन करता है। मूल्य गति रेटिंग दो तकनीकी प्रदर्शन कारकों के संयोजन पर आधारित है: सापेक्ष शक्ति (70% वजन) और मौसमी (30% वजन)।




source:et 

Sep 26 2023, 09:49

Transportation Industry to upside higher:



Trucks are the engines of India's road transportation industry which carry 60% of the country's goods. 


A truck fleet owner's job in India is becoming more and more challenging on two sides. On the one hand, demand for faster/time- bound deliveries and end-to-end visibility is increasing.


 And on the other, increasing competition along with rising operating and compliance costs are squeezing margins. 


Managing fleets is a complex operation and this is precisely why a large number of transportation companies want to remain asset light.


 In transportation, fuel makes up for around 50% of the costs. Second comes maintenance, tyres, and driver salaries, among other things.


 Another big concern is improving customer satisfaction in terms of making sure goods reach on time, managing delays in shipments, safety of the cargo, managing driving behaviour and reducing accidents.


 Abhishek Goyal, director, BLR Logistiks, informs that telematics systems have helped understand that the company was paying way more for fuel than actually consumed by different truck models.



 Vice-president, Volvo Trucks India,V Venkateshwarlu explains how it works, "Volvo telematics platform Volvo Connect scans about 140-odd parameters that influence fuel consumption. For example, how many times the driver uses brakes, changes gears etc. Based on the assessment of these parameters, each driver is assigned a performance scorecard for all trips taken up for a month".


 Fleetx which works with mid- to large-fleet operators owning between 500 to 3,000 trucks, has recently launched an AI-enabled video dash cam.


Volvo's Venkateswarlu says, even while the vehicle is en route to the workshop, the technician at the workshop can see fault codes in the vehicle.


All OEMs ranging from Tata Motors, Ashok Leyland, Mahindra & Mahindra, Volvo Trucks, and Daimler India Commercial Vehicles in India are pushing the idea of connected trucks. It is increasingly becoming a point-of- sale strategy as 'services' are being seen as an important differentiator.


source:et 

Sep 26 2023, 09:10

Top Nifty50 stocks analysts suggest buying this week:


Nifty50 were given
a "Strong Buy/Buy” recommendation in the latest Stock Reports dated September 10, 2023. 

Analysts' recommends using Institutional Brokers' Estimate System (IBES) to provide actionable insights. One can also check the breakdown of the count of analysts' giving buy/sell/hold recommendations to each stock in the index.


 Simple average of the above-mentioned five component ratings ist normally distributed to reach an average score. 

Each stock is ranked on a scale of 1 to 10. A score of 8 to 10 is considered positive, 4 to 7 is neutral and 1 to 3 is given a negative outlook. In addition to scores, the report also contains trend analysis, peer analysis and mean analysts' recommendations. We have filtered stocks with an overall positive outlook i.e. an average score of 8-10 for this report.


 Profitability, debt, earnings quality and dividend trends are evaluated under the fundamentals component in the report. Relative valuation has three components - price to sales (50% weight), trailing P/E (25% weight) and forward P/E (25% weight). 


These metrics are evaluated against the overall market, index and company's own historic 5-year averages. 


Risk score evaluates a series of long term (5- year) and short term (90-day) stock performance measures including volatility, magnitude of returns, beta and correlation. Price momentum rating is based on a combination of two technical performance factors: relative strength (70% weight) and seasonality (30% weight).



source:et 

Sep 26 2023, 08:35

5 stocks from electrical and mini white goods upside potential of up to 36%



What would you call a company which makes both, water geysers and electrical wires, a white goods the year 2015 to 2020, companies with strong brands in different sectors  considered as commodity plays got re-rated by the street.
 

With stock prices remaining in a range and earnings moving upward there has been a value readjustment of their valuations.


 The companies which have higher probability of getting back the mojo are the ones which will build domestic supply chains.
 


These companies have outperformed strong bearish markets as they did not move below a certain price level. After a long phase of consolidation, whether the stocks are ready for another round of upward movement.



 Consumer durables stocks - Upside potential

Sep 25, 2023

Company Name

Havells India

Avg Score

7

Reco

Buy

Analyst Count

40

 Upside Potential %

36.44

Inst Stake%

20.6

Market Cap Type

Large

Market Cap Rs Cr

87,261

Company Name

Voltas

Avg Score

4

Reco

Hold

Analyst Count

40

 Upside Potential%

28.24



source:et 

Sep 26 2023, 08:12

4 insights to kick-start today; featuring Groww vs Zerodha:


Groww may pip Zerodha in MAUS; Bajaj Finance's fundraising plans; Amazon to invest in Anthropic; India-Canada tussle.


However, recent reports indicate that Groww is nipping at its heels, boasting 6.2 million MAUS in August 2023, just shy of Zerodha's 6.3 million. Sources cited by the Economic Times revealed that in August alone, Groww gained nearly 400,000 MAUS, while Zerodha lagged with a mere 88,000. Although the September figures are yet to come, the ascent of VC- backed Groww is nothing short of remarkable, considering it was founded in 2016, six years after Zerodha. This battle for supremacy is a compelling one, especially given Groww's robust financial backing, having


Since Bajaj Finance is well-capitalised with tier-I capital at 23% as of June-end, brokerages believe the company is upfronting the capital raise to support loan growth. Based on the strong June quarter (32% AUM growth), the company guided 29%-31% growth for FY24.


Big Tech will remain big tech, not just because of investments they are making in AI companies - Microsoft in OpenAI or Amazon in Anthropic -but also because they control the cloud computing infra, which is critical to making these algorithms do their thing.


Interestingly, the Indo-Pacific region is also the hotbed of China's aggressive territorial moves, wherein the allies including India and Canada are working together to maintain a rules-based order.





source:et