Dolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 Cr. Co is a play on broking, investment banking & wealth management. Promoters hold 75%. In FY 24, PMS+AIF AUMs increased by 38% YoY to ₹9,023 mn. Wealth AUMs increased by 42% YoY to ₹31,772 mn.
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Dolly Khanna has invested in 1.63% of Emkay Global. Investment is worth ₹6.65 Cr
Investment implications: We reiterate our conviction on banks with a strong balance sheet and formidable retail deposit franchise, which are likely to continue gaining market share, with ICICIBC (BUY, TP: INR 1,325), SBIN (BUY, TP: INR 1,040), and KMB (BUY, TP: INR 2,025) being our top picks amongst large banks.
https://rakesh-jhunjhunwala.in/top-…retail-deposit-franchise-to-buy-now-hdfc-sec/
A trader has developed a simple 0DTE options trading strategy whose backtest shows 100% annual gain after all charges. The gain in 2024 so far is 50%. The strategy is required to be executed in a mechanical manner based on the High-Low range in the 15 Min chart
Philip Capital has recommended Sell of IREDA for 54% downside on the basis that the rally is driven by passive flows and not any major fundamental reason & that the best is already priced into the stock. High exposure to pvt segment undermines confidence. ROA to decline. Govt holds 75% equity
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Dolly Khanna has reinvested in 1.03% of Tinna Rubber. Investment is worth ₹32 Cr. Promoters hold 73%. FF M-Cap is ₹730 Cr. Co is doing well due to mandatory use of Bitumen in roads & infra. Growth potential is 5x. RoE is 33%, RoCE is 31%, Sales growth is ₹23% & Profit growth is 78%.
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Dolly Khanna has reinvested in 1.03% of Tinna Rubber. Investment is worth ₹32 Cr
Sky Gold is gearing up for growth. Acquisitions will help increase addressable market in gold jewellery & diversify product base. There is minimum risk to management achieving upgraded FY27 guidance of sales of ₹6,300cr with over 25% RoCE. TP ₹3204 (51%) https://rakesh-jhunjhunwala.in/sky-gold-is-gearing-up-for-growth-buy-for-target-price-of-%e2%82%b93204-51-upside-nuvama/
Akash Bhanshali has invested in 1.21% of PayTM. Investment is worth ₹360 Cr. Paytm's business environment & growth outlook is adversely impacted by RBI's regulatory restrictions. Presumably, investment is contrarian bet on logic that worst is priced in & things can only get better
Prashant Jain's 3P Fund & Ajay Upadhyaya have invested in 1.13% & 1.15% of Time Technoplast. FF M-Cap is ₹3700Cr. Co achieved highest ever turnover, EBITDA & PAT in FY23. Demand for CNG Cascades cylinders is strong with order book of ₹260 Cr. RoCE is 16.4% & to be raised to 20%
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Zerodha has paid ₹9,00,000 to a trader named @overtrader_ind for the loss of ₹9,56,000 caused due to a system failure at their end. The trader placed orders which were shown as pending even though they were in fact executed. The trader also could not cancel the orders.
Apparently, Zerodha initially tried to browbeat the trader by claiming that they were immune due to 'Internet based Trading (IBT)' clause in the agreement. However, the trader showed that their system has caused the loss &…
Zerodha has refunded loss of ₹9,00,000 caused due to their system glitch
Samit Vartak's SageOne Fund has acquired 6.17% of Macfos in Pref Allotment at ₹420. Investment is worth ₹45 Cr at CMP ₹774. IPO was at ₹102 in Feb 23. Co has an ecom website robu.in. Promoters hold 73.66%. FF MCap is ₹190 Cr. RoE is 58%. Sales growth is 44%
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