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AUBANK - LONG TERM INVESTMENT CANDIDATE ?AU Small Finance Bank Limited is engaged in providing a range of banking and financial services including retail banking, wholesale banking, treasury operations and other services. CMP - 565 AUBANK is currently trading in a support zone & looking good for long term investing perspective. I am allocating my investment allocation at CMP. Targets I'm expecting are 785 & 850 which is 40-48% upside from current level. My SL would be 500. Disclaimer - Do not consider this as a buy/sell recommendation. I'm sharing my analysis & my investment position. You can track it for educational purposes. Thanks!
NSE:AUBANKLong
by akshit_official
Petronet exited channel. Pullback at 23.6% or 38.2% fib level.The Indian Oil Ministry plans to promote the conversion of one-third of existing long-haul trucks to LNG from diesel, as per a draft policy. Additionally, it aims to mandate that a third of new trucks operate on super-chilled gas This initiative may boost the LNG sector and promote a cleaner energy transition in transportation, potentially enhancing demand for infrastructure and technology related to LNG fuelling stations. The trucking sector could see a shift in investment opportunities towards LNG vehicles, impacting automotive and energy companies positively Petronet in a good spot for the same. Technically, price exited channel (profit booking happening after target 3 is achieved). Pullback will happen at 23.6% (326) or 38.2% (295) fib level. At worst case 50% fib level 271. Monthly & Quarterly chart looks good. Considering RSI touch points, reversal could happen now.
NSE:PETRONETLong
by naraykln
Subros Ltd. on the Move: Key Breakout and Strong Growth Drivers!Stock: Subros Ltd. NSE Symbol: NSE:SUBROS Industry Group: Auto/Truck-Original Equipment Market Cap: INR 4,900 crore 50-Day Avg. Volume: INR 16 crore Buy Range: INR 777-816 Company Overview: Subros Limited, established in 1985, is a leading manufacturer of thermal products for automotive applications in India. The company operates multiple manufacturing plants across India and boasts a robust R&D center in Noida, developed in collaboration with Denso Corporation of Japan. Ownership: Indian promoters: 36.79% Denso Corporation, Japan: 20% Suzuki Motor Corporation, Japan: 11.96% Manufacturing Capabilities: Six manufacturing plants in India Annual capacity: 1.5 million AC kits Q1 FY25 Results Update: Revenue: Increased by 16.8% y/y to INR 809.8 crore, driven by higher volumes and a new SOP launch. EBITDA: Increased by 65% y/y to INR 80.4 crore. EBITDA Margin: Expanded by 190bps y/y to 9.96% due to softening commodity prices. PAT: Increased by 159% y/y to INR 34.9 crore. Growth Drivers: Content Localization: Achieved 85% localization, aiming for 90% over the next three years. Aims to reduce risks from exchange rate volatility and logistics disruptions. Mandatory Air-Conditioned Cabins in Trucks: New regulation mandates AC cabins in trucks from October 1. Subros is positioned as a key beneficiary, with advanced discussions with OEMs. Increasing Penetration in EV Buses: Government plans to boost EV bus penetration. Subros has developed kits for EV buses, offering higher revenue potential compared to ICE buses. Strong Future Outlook: The management is optimistic about sustaining double-digit growth, barring any significant external disruptions. The penetration of air conditioners in trucks is expected to improve significantly from the current 15-17%. The company's strong localization strategy will support its profile over the next few quarters. Technical Analysis: The provided chart shows that Subros Ltd. is currently trading near resistance levels after a recent breakout. Here are some key observations: Resistance Level: The stock has faced resistance around the INR 800-820 range. Volume: Trading volume has been steady, with some spikes on upward moves, indicating interest at these levels. Trend: The stock is in an uptrend, supported by key moving averages
NSE:SUBROSLong
by rajsharmatt
valuation base target 2350future growth of solar indsrty is too high, and premier energy ltd grow their market in solar industry . they have good financials or financial growth and good margins for growth. compeny show's healthy cashflows,healthy debt to equity ratio that is imp for future rapide growth. competition is big threat for pe ltd, recent news of relaince group show interest of enter in this industry . economy and goverment policies spport this indutry. with this type of good signs give confidence for this futuristic investment. by dcf model we get iv of PE LTD is 2350 comment for next targets
NSE:PREMIERENE
by Tap_trader
11
MEDI ASSIST HEALTH SERVICESMedi Assist Healthcare Services Limited is a health-tech and insurance-tech company that manages health benefits for employers, retail members, and public health schemes, primarily serving insurance companies. Company provides third-party administration (TPA) services to insurance companies through its wholly-owned Subsidiaries, Medi Assist TPA, Medvantage TPA, and Raksha TPA. A third-party administrator is an organization that processes health insurance claims for insurance companies and provides services such as policy administration, customer service, and network management, among others. As of 2023, company collaborated with 35 insurance companies in India and globally. In FY23, company managed a CAGR of 35.67%. The group accounts portfolio as a percentage of revenue from contracts with customers was 72.19% and the retail portfolio was 10.98%. Company also acts as a facilitator between (a) insurance companies and their policyholders, (b) insurance companies and healthcare providers (such as hospitals), and (c) the Government and beneficiaries of public health schemes. Company serviced over 9500 group accounts across sectors to help administer the insurance requirements of their employees. It held a significant share of the total health insurance market for group accounts, representing 26.39% of India’s overall group health insurance market in FY23. Company also services individual insurance policyholders, and for FY23 it managed Rs 17.57 billion of premiums for the retail health insurance market, representing 5.06% of the overall retail health insurance market in India. In H1FY24, company helped settle 3.05 million claims, comprising 1.37 million in-patient claims and 1.68 million domiciliary or out-patient claims. Medi assist also facilitates other healthcare and ancillary services such as hospitalization services, call center services, customer relations and contract management services, billing services, and claims processing services through its Company and other Subsidiaries, IHMS, Mayfair India, Mayfair UK, Mayfair Group Holding, Mayfair Philippines, and Mayfair Singapore. Company has developed a pan-India healthcare provider network, which comprises 18,754 hospitals across 1,069 cities and towns and 31 states (including union territories) in India and a network across 141 countries globally, as of 2023. Company intends to pursue acquisition opportunities to expand its existing service offerings, increase market share in existing markets, and expand to new geographies. In the last eight years, company has completed several acquisitions, including the acquisition of Dedicated Healthcare Services TPA (India), Medicare Insurance TPA Services (India), IHMS, Mayfair India, Medvantage TPA, and Raksha Health Insurance TPA. Financial Performance: - Total premiums under management administered by the company was at Rs. 19,050 crores as of March 31, 2024, showing a growth of 30.7% over the previous year. - Group segment fund was Rs. 16,709 crores, with a growth of 30.4% year-on-year. - Retail segment stood at Rs. 2,341 crores, showing a growth of 33.2% year-on-year. - Company's share of the total health insurance industry premium was at 19.6%, with a growth of 186 basis points over the previous year. Operational Highlights: - Maintained group account retention at 94.7%. - Processed 3.6 million outpatient claims in the last year. - Won an award for "Best use of AI in Healthcare" for the Fraud Detection Engine. - Continuing to invest in preventing fraud, waste, and abuse in the system. - Building a team of data scientists for better data security and analytics. Financials: - Total income for the quarter ended March 31, 2024, was Rs. 171 crores, showing a growth of 23% year-on-year. - EBITDA for the quarter was INR 37 crores, with a margin of 22% on operating revenue. - Profit after tax stood at Rs. 25 crores, showing a growth of 50% year-on-year. - Total income for the year ended March 2024 was Rs. 653 crores, with a growth of 26% over the previous year. - EBITDA for the year was Rs. 133 crores, with a margin of 21% on the operating revenue. - Profit for the period, adjusting for exceptional items, was Rs. 92 crores, showing a growth of 22% year-on-year. Technology and Investment: - Investing around 3-4% of revenues every year in technology. Total investment in the platform and capitalization as of March 31, 2024, was Rs. 10 crores. - Investing in a platform for the UK, with an expected cost of around 8 crores. Future Outlook: - Expecting to bring the acquisitions to the company's margin profile in the next 2-3 quarters. - Focused on enhancing insurer relationships and expanding benefits in the retail segment. - Cashless facility being expanded to non-network hospitals for emergency access. - Strong emphasis on technology for service delivery and customer retention. Challenges and Opportunities: - Opportunities seen in expanding the retail market share and leveraging technology for growth. - Optimistic outlook expressed by the management regarding future prospects and growth potential.
NSE:MEDIASSISTLong
by CannySunny
PETRONET LNG RANGE BOUND SETUPThe stock has been consolidating in a range for a quite a long period of time moreover this stock can be a perfect example for range bound trading the range begun in the 2017 year and is still prevailing the 190 levels have been a crucial support zone for the stock and a solid rebound happens everytime it touches that level on the upper side the 271 levels has been a major resistance for the stock if this is broken than a prolonged rally till 350 lvls can be witnessed. additionally if we look at the fundamentals of the stock it shows quite a promising side , the PE-9.99 PROFIT - HIGHEST EVER This is the cheapest valued stock in the gas distribution sector and has a growing and a promising future and demand
NSE:PETRONETLong
by keshavmaharaj958