rdkriplani

rdkriplani

Technically the price is compressing with higher lows and could be coiling up for a breakout. Above 150 this stock could chart a new trajectory. Long at CMP and will double down above 156. This is more an investment buy as we wont be able to time entries but with the capex cycle complete this company will become a free cash flow producing machine. Expecting the...

rdkriplani

An MNC FMCG player owned by the Mars group. Has recently announced expansion plans as well plus the constant rumour of delisting. (Not many Mars group co's are listed) Stock has broken out of a channel today. Long at CMP with SL below 14,000.

rdkriplani

As warned yest FMCG was at critical levels and close to a breaking down. The first one to do so was Nestle India. Nestle needs to quickly recover 16975 and then 17150 quickly else it will form a good short trade. The next time Nestle falls below 16800 its a clear short trade...for now watch to see what it does tomorrow.

rdkriplani

With international travel restricted, domestic prices capped and covid still rampant aviation is not the best sector to be in right now. To add to its woes crude prices are going up and that really doesnt help our aviation players. Short below 1590 (ideally intraday) with SL 1650. target 1530 first target and then 1430 (200EMA)

rdkriplani

An old favourite of mine which i havebeen pyramiding since much lower levels and will continue to do so is on the verge of a fresh breakout. With the USFDA now in India we can hope to see more activity on approval of their manufacturing units in the next couple months. Long at CMP with doubling up above 1120. SL below 1050. Above 1120 there is a beautiful C&H...

rdkriplani

A popular stock from a couple years ago but failed to deliver on its promises and subsiquently fell badly. The stock seems to be reversing its fortunes now not just domestically but also internationally winning some big orders from Europe. The stock broke out today with super high volumes. Long at CMP with SL below 228. First target 290 (200WEMA) Disc: I have a...

rdkriplani

A stock that is a major beneficiary of the budget and the switch towards solar pumps. We currently consume way too much of the countries electricity produced for these pumps and the govt is trying hard to replace them with solar power. Shakti is the market leader in such pumps. Because the stock has run up alot i wouldnt suggest a buy at CMP but on a breakout...

rdkriplani

Fundamentally posted its best quarter in many years and is barely trading at 11PE (this includes a very bad H1 which can only improve). The promoter has recently been buying stock from the open market. Stock seems to be with strong DII's like HDFC Trustees (owns 9.25% of the company) and NIppon MF (4.5% just added in Q3). Technically the volumes are sky high and...

rdkriplani

Packaging seems to be growing in India. Jindal Poly is barely valued at 3 P/E Technically the stock has broken out on 20x average volumes and 20x delivery volumes. Results on 12th Expect a sharp move ahead. Long at CMP...SL below 500. First target 585 and then close to 675.

rdkriplani

A very popular stock during the 2017 bull market where the company was growing very well until 2018 and then hit a form of a speed breaker. The dye business had a blip in the middle and now might be recovering. The stock has broken out with volumes. It has a cup with a small handle. Long at CMP with SL below 142. First target 175.

rdkriplani

After sharing my view on a breakout on 7th Jan when the price was approx 420 now Dilip Buildcon is on the verge of a trend change. I recently shared that the Nifty Infra Index is making a decade long breakout. If Dilip can sustain the 200WEMA which is around 475 then its due a long move up. There are many such plays available in the infra sector. If you got the...

rdkriplani

According to many experts Panacea is among the leading fillers of vaccines in our country.In the past they have had a bad time w debt etc but their turnaround might be just around the corner. Rumour has it Dr. Reddy's will utilise them for filling of the Sputnik V for India and the rest of the world which could be a major major opportunity over the next 12 months...

rdkriplani

Possibly one of the hottest sectors in the market since the last 6-8 months in electrical manufacturing thanks to Dixon and Amber. As of last week PG Electropast also joint the past. Bajaj is a trusted name in our markets and the numbers have done very well post covid. IF the company can stick to this runrate or anywhere close to it, there is HUGE upside left...

rdkriplani

A stock in peak momentum which has a future company investing into 5g technologies. Recently a marquee investor Vijay Kedia has been picking big quantities from lower levels. This company has been putting a lot of its money back into R&D and should be ready for future business. Technically the stock was in momentum and now went thru 8 weeks of consolidation and...

rdkriplani

The company posted a good result on Friday. Its closest competitor is Vidhi Speciality and its barely at 50% its valuation. The company is spent about 150cr on expansion which will soon come onstream. The marketcap of this company is only 330cr approx. The expansion got delayed due to covid else it wouldve come onstream aug/sept 2020. Technically the stock has...

rdkriplani

After years of sideways movement followed by under performance this company looks poised to make a move. Formerly only a PVC artificial leather manufacture they have now setup a plant for PU based artificial leather which feels more like the real thing. Until now India imported over 90% of such requirement from China. They already supply many footware and car...

rdkriplani

A sector that has always shown a lot of promise but has failed to delivery since the global financial crisis of 2008/09. Maybe the first time in ages that a govt has had the guts to say they will spend more to jumpstart the economy. Watch out for all the stocks in this sector which have been absolute underperformers over the past decade starting with L&T....

rdkriplani

In our FM's speech today she mentioned disinvestment of 1 insurance company. Also upto 74% ownership by FDI. New India was the only GOI insurance player which did not require capitalisation last year which makes it a more attractive player for a buyout than the other ones which still require support from the govt. Additionally compared to all other insurance...