technofunda_trader

technofunda_trader

Buy Deepak Fertilizers & Petrochemicals Corp. for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Market Position: 1) 2nd largest manufacturer of Nitric Acid in South East Asia & the largest in India. 2) Leading manufacturer and marketer of Isopropyl Alcohol ( IPA )(market share of 65% in FY 2019-20.) The only producer & merchant of IPA in...

technofunda_trader

Buy Lemon Tree Hotels for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Expansion Plans: The company has planned projects which will increase the number of hotels by 22 and the number of beds by 2,200. The projects are expected to complete by 2022 which will bring the company's network to 100+ hotels and 10,000+ beds in operations. . ✔️...

technofunda_trader

Buy KEI Industries for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Structurally positive on KEI for the longer term given: 1) Increased Infra, Industrial, Railways, Housing & Solar activity 2) Wide product portfolio 3) Amongst very few players having EHV cable capabilities 4) Sustained momentum in dealer network sales (41% of 9M sales, up...

technofunda_trader

Buy JK Lakshmi Cement for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Capacity expansion to take care of growth: JKLC’s subsidiary, UCWL’s capacity expansion of 2.5MT with a CAPEX of Rs16bn is planned to be commissioned by end of FY24. The funding for the expansion will be through Debt-Equity (70%:30%) and the subsidiary will raise equity...

technofunda_trader

Buy NOCIL for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key drivers for future price-performance: 1) The management guided for debottlenecking of its existing unit in the near term, even as it evaluates its plans for the next three-to-five years. Specialized products constitute 25% of total revenue; with limited room for expansion (the...

technofunda_trader

Buy Jindal Steel & Power for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . ✔️ Technically & Fundamentally Strong💪💪 . 💎@technofunda_trader⁠ Few Important rules from my Trading Philosophy:⁠ 1. Don't compromise on the quality of stock. 2. Buy right, Sit tight- Only sell in loss if the fundamentals deteriorate, problems arise in management or...

technofunda_trader

Buy Cyient for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key triggers for future price-performance: 1) Improving outlook on aerospace vertical. 2) Improved demand from large deals, healthy order book, rebound in DLM business and organisation restructuring to accelerate growth. 3) Margins to improve led by improved revenue growth and...

technofunda_trader

Buy VIP Industries for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key triggers for future price-performance: 1) Strong manufacturing capabilities in Bangladesh (for soft luggage) gives VIP an edge over its peers who depend mainly on imports. 2) Given the company’s healthy balance sheet (net debt-free), we expect VIP to be able to manage...

technofunda_trader

Buy Adani Wilmar for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . ✔️ Technically & Fundamentally Strong💪💪 Best Q3 result. . 💎@technofunda_trader⁠ Few Important rules from my Trading Philosophy:⁠ 1. Don't compromise on the quality of stock. 2. Buy right, Sit tight- Only sell in loss if the fundamentals deteriorate, problems arise in...

technofunda_trader

Buy Greaves Cotton for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key triggers for future price-performance: 1) Transformation strategy to increase E-mobility and new-initiatives business share to drive long term growth and help transform and de-risk its business. 2) Consolidation of manufacturing operations into Megasites to bring...

technofunda_trader

Buy PI Industries for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key triggers for future price-performance: 1) Strong order backlog in CSM bodes well for future growth. 2) Foray into pharma CDMO expands revenue visibility further. 3) Improvement in the operational performance to aid return ratios. . ✔️ Technically & Fundamentally...

technofunda_trader

Buy Tinplate for Positional Trading as well as Investment💸🔥💸 Comment your views!!!🧐🤔🧐 . 💡Favourable long-term demand outlook : About 70% of the domestic tinplate is consumed for packaging edible oil and processed food items. Hence its growth is linked to India’s food-processing industry, which has witnessed a steady increase in demand over the years. . ✔️Both...

technofunda_trader

Buy Tech Mahindra for Positional Trading as well as Investment💸🔥💸 Comment your views!!!🧐🤔🧐 . 💡Key triggers for future price-performance: 1) Healthy deal wins, traction in communication segment led by legacy modernisation, 5G, customer care, automation, network and cloud to drive revenues. 2) Pruning of low return geographies, acceleration in Europe and improving...

technofunda_trader

Buy HDFC Bank for Positional Trading as well as Investment💸🔥💸 Comment your views!!!🧐🤔🧐 . 💡Bank’s strategic and execution focus to effectively implement project Future Ready will start yielding results, particularly in the following domains: 1) Newly identified growth engines of MSME and rural banking 2) digital marketing as another key delivery channel 3)...

technofunda_trader

Buy Vedanta for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Future view: The steady growth in both - volumes and metal prices - along with optimum utilisation of capacity should translate to strong growth across verticals in the coming months. Furthermore, the company’s foray into the mining of critical minerals such as nickel and cobalt...

technofunda_trader

Buy Varun Beverages for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡Key triggers for future price-performance: 1) With the normalisation of mobility, a full-fledged summer season after the acquisition of south & west territories is likely to drive robust volume growth. 2) The company has launched several new brands in the last two years...

technofunda_trader

Buy Reliance for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡About Company: Reliance Industries is one of India’s biggest conglomerates with a presence in oil refining & marketing and petrochemicals, oil & gas exploration, retail, digital services and media, etc making it a well-diversified business entity. . 💡Future View: Reliance Jio...

technofunda_trader

Buy Bank of Baroda for Positional Trading as well as Investment.💸🔥💸 Comment your views‼️😄 . 💡About Company: Bank of Baroda (BoB) is among the leading PSU banks with a global loan book of ~| 7.7 lakh crore and has better-operating metrics among PSBs. Pan-India presence with over 8100 branches. The bank has a meaningful presence in international operations with its...