S M Sanjay & Co.,

S M Sanjay & Co., S.M. Sanjay & Co. having over 21 years of experience in Indian Stock Market, are sub-brokers to BgSE Financials Ltd.

(A subsidiary of Bangalore Stock Exchange Ltd.), who are trading members of National Stock Exchange (NSE) and Bombay Stock Exchange (BSE). The stock market as we have seen over the years has made us witness that there is always an opportunity for your investments to make profits regardless of the market trend moving upwards or downwards. Backed by this belief, it is our passion to create wealth fo

r our clients with mature financial advice coupled with consistent knowledge and update of various investment opportunities. Ethical and transparent business practices is what we are known for. Our services and recommendations are tailored to individual client profile, budget and risk appetite which is endorsed by our strong, satisfied and diversified clientele who have grown with us through the years. The core strength of the company is our vibrant, dedicated and proficient team of research analysts who are extremely detail-oriented and believe in providing investors with nothing but the facts and a well-balanced analysis. We are a group of successful investors ourselves since we invest in the right stocks at the right time and at the right price and offer the same to our clients.

28/12/2022

According to data from the National stock exchange (NSE), there are 1.2 crore active investors in India, a country of 138 crore people, as of August 2021. Even though this number is rising and better from the previous data, investing in stock markets still remains as a stigma for many. Generally conservative attitude to lack of proper knowledge about stock markets, reasons could be many.
One major factor that keeps Indians away from investing in stock markets is the lack of knowledge about it. A lot of people have this assumption that stock market is something that is hard to crack. That thought could be rooted from the basic fact that nobody has ever tried to make them understand what the stock market is and how investing in it works.
Unlike in the past, a lot of stockbroker advertisements air on TV and social media these days and that could be one reason why we are seeing a slight increase in pe*******on compared to the previous years. Even then 98% of Indians are still steering clear of investing in stock markets. Educating people about market why should we invest in stock market is one way we can make people start investing their money in a systematic way.
The lack of knowledge about the opportunities of stock markets directly leads to a lack of trust. People will find it hard to trust something that they don’t fully understand.
This is another by-product of a lack of knowledge about the stock markets. Most people hear success stories about the giants of the Indian stock market and think they need a huge amount of money to start investing in stock markets. But this is absolutely wrong. You just start with an amount as low as Rs. 500 in any of the MutualFunds.
Creating awareness about the workings of stock market investments is the key to know in and out of the market.

Kavita
SM Sanjay & Co

Campus Activewear limited was incorporated on September 24, 2008, and is one of India’s largest sports and athleisure fo...
02/11/2022

Campus Activewear limited was incorporated on September 24, 2008, and is one of India’s largest sports and athleisure footwear brands in terms of value and volume. The company manufactures and distributes a variety of footwear like Running shoes, walking shoes, casual shoes, Floaters, slippers, flipflop and sandals are availab le in in multicolors, styles and at affordable prices.

Campus Activewear (CAL; CMP: Rs 583; Market cap: Rs 17,759 crore) is among the few Indian players in the sports & athleisure (S&A) footwear segment and the only listed player in this space.

CAL’s affordable price point, owing to its presence across the entry to semi-premium space in a market dominated by MNC players, makes it well-poised to gain market share in a fast-growing segment.

The company is likely to deliver one of the fastest earnings growth stories, and has the highest return ratios in the listed footwear space.

CAL is among the quality stocks to be owned. We recommend investors to add the stock.

Campus Activewear Limited is likely to deliver one of the fastest earnings growth stories, and has the highest return ratios in the listed footwear space.

CAL is the largest as well as the fastest-growing scaled brands in the S&A footwear market. It has a market share of about 7 percent in the overall S&A footwear industry and about 15 percent in the branded space.

The company is one of the very few established Indian brands in the segment, primarily dominated by international players such as Nike, Adidas, Reebok and Skechers.

CAL has an average selling price (ASP) of about Rs 650, compared to an average of more than Rs 3,000 for the international brands. Owing to its pricing, wide product offerings (more than 6,000 product SKUs) as well as good product quality, CAL has carved out a place for itself among consumers.

The company covers more than 85 percent of the addressable S&A footwear market in India and is well-positioned to gain market share.

(Some news collected from moneycontrol.)

29/09/2022

Atmanirbhar Bharat which translates to 'self-reliant India’ is a phrase the Prime Minister of India Narendra Modi and his government used and popularised in relation to the country's economic development plans.
The last two years have been challenging for the world at large and India was no different. A pandemic with such a deep-rooted impact on both lives and livelihood needed a very fine balancing act.
As the numbers show, not only is the government doing a great job in driving economic growth, it is also enabling this growth globally.
budget 2022-23 delivers on some key imperatives towards creating a foundation for the next 25 years of Atmanirbhar Bharat.
The government has recognised that the private capex cycle, will gradually reach full capacity. The strong growth momentum of the last few quarters must continue and government capex can play a very critical role in supporting growth. Capex of ₹7.5 lakh crore planned for FY23 is a huge jump from ₹5.5 lakh crore in FY22, which itself had seen strong growth from the year before.
Right from the Digital Budget to Digital Banking for the unbanked, to Digital University for knowledge enhancement, to e-passports and the very ground-breaking digital currency, the government has made it a budget focusing on digital as a key cornerstone.
The introduction of the Central Bank Digital Currency is especially key and could mark a new phase in the transformational journey which started with UPI. The potentially lower transaction costs, faster processing and reduced usage of cash are some direct benefits. This also places India in the middle of the blockchain revolution and is well-positioned to benefit from ground-breaking innovations in this space.
Efficiency of time to execute a trade and cost involved in accessing and transacting is extremely important for a developed market. Our secondary market are quite effective from this prespective. However we could look for more efficiency in the primary markets the mutual fund industry, and the overall regulatory framework. Some initiatives like common KYCs reduction in transaction cost using technology, a robust regulatory process simpler and cleaner regulations including pro active guidance and not reactive action, an efficient litigation management system and a robust dispute resolution mechanism could go a long way in achieving this plan.
Going 'Atmanirbhar’ in defence, experts are of the view the news is positive for most companies in the defence sector, including BEL, Zen Technologies, L&T and Cochin Shipyard.
Overall, it is a progressive budget with a long-term orientation and focuses.

22/09/2022

Tata Investment Corporation Limited (TICL) is a non-banking financial company involved in investing in long-term investments.

TICL was promoted by Tata Sons in 1937 and went public in 1959 when it became one of the few publicly held investment companies listed on the Mumbai Stock Exchange.

Earlier named the Investment Corporation of India, the company is primarily involved in investing in long-term investments such as equity shares, debt instruments, listed and unlisted, and equity-related securities of companies in a wide range of industries.

Tata Investment Corp ltd has invested in sectors such as banks, cement, chemicals and fertilizers, electricity and transmission, electrical and electronics, engineering, construction and infrastructure, fast-moving consumer goods, finance and investments, healthcare, hotels, information technology, metals and mining, motor vehicles and ancillaries, oil and natural resources, retail, textiles, transportation and logistics, and miscellaneous and diversified.

Tata Investment is completely debt-free, with 68.51% of the company being owned by Tata Sons.The Chairman of the NBFC is Noel Tata and Amit Dalal serves as the executive director.

Tata Investment hits record high, it has increased upto 30% in the past one month.

The company invests in Tata and Non-Tata companies, both listed and unlisted, though investments in Tata companies constitute a larger portion and may be considered for a longer term and are strategic in nature. The company endeavours to evaluate opportunities and invest considering the macro economic conditions both globally and domestically, Tata Investment said in its FY22 annual report.

Kavita K
(SM Sanjay & Co)

30/08/2022

Power is required for the overall welfare of a country. India’s power sector is very diverse, meaning that there are various power generation sources. Power in India is generated from conventional sources and non-conventional sources. The traditional sources include coal, lignite, natural gas, oil, hydro and nuclear power . At the same time, the non-conventional sector has wind, solar, and agricultural and domestic waste. The electricity demand is constantly rising in this country. This is why it is necessary to find out the best Power Sector Stocks to buy. India obtained a rank of 4 in the Asia Pacific region out of 25 nations in May 2018.This was based on the index that measured their overall power. India also ranked 4th in wind power and 5th in solar power. Further, India was ranked 5th in renewable power installed capacity.

The Indian power sector is forecasted to attract investments worth $ 128.24-135.37 Bn between FY19-23. The future of the sector looks bright since by 2026-27 the country's power generation installed capacity will close to 620 GW, of which 38 per cent will be from coal and 44 per cent from renewable energy sources.
Hydropower, or hydroelectric power, is one of the oldest and largest sources of renewable energy, which uses the natural flow of moving water to generate electricity. Hydropower currently accounts for 31.5% of total U.S. renewable electricity generation and about 6.3% of total U.S. electricity generation.
As we can see, due to the high rise in temperature as well as in industrial output, power demand is increasing. “However, aside from renewable plants, no significant investment has been made in traditional power plants. This is also having an effect. High energy basket prices are also having an effect.
The Top Power Companies in India are Adani Green Energy, Power Grid Corp, NTPC, and Tata Power.

Kavita K
(SM Sanjay and Co)

11/08/2022

Tube Investment of India ltd is Murugappa group of companies founded in 1900, it is a multi bagger company. They are into 30 businesses, 10 are listed companies. There are 53 thousand employees.

TII is an Engineering company which manufactures steel tubes, strips, automotive/industrial chains, car door frames, branded bicycles etc.

This is a 70+ years old company, the company also caters to industries like Automotive, Railways, Construction, Mining, Agriculture etc. The company is further expanding its businesses by many more acquisition.

Tube products of India in this they manufacture precision tubes to Bajaj, TVS, Hero Motocorp, Tata Motors.

They also manufacture steel strips to auto ancillary & general engineering.

The competitors of TII company are Hero, Avon, Atlas, Firefox, Road Master, Tata precision tubes, Balaji, IFB industries etc.

The company has a very good marketing edge in the market compaired to several other peer companies, their brands have a lot of value, trust in the market and have a very good market leadership. There is a long lasting customer relationship as the company has an age old legacy to maintain the trust of their customers, the customers won’t change the vendors so easily.

The growth strategy of the company is to improve their core businesses, that is generating cash flow freely to fuel there growth.

They are entering into three wheel electric vehicles which is very strong business for the future.

Dividend Yield of the company is 0.20%, Roe is 28.8%.

For future and long term investment, Tube Investment of India is a very good company.

Kavita K
(SM Sanjay & co)

26/07/2022

The Indian Hotels Company Limited (IHCL) is an Indian hospitality company which has hotels, resorts, jungle safaris, palaces, spas and in-flight catering services. IHCL was founded in 1868 by Jamsetji Tata and is headquartered in Mumbai, Maharashtra. It has more than 196 hotels in 80 locations across 4 continents and in 12 countries, with over 20,000 rooms and 25,000 employees.

The present share price of the Indian Hotels is 256 (as on the date 26th July 2022).The share has given moderate returns in the past few months that is 22.96% which is Rs.42.25/- from the past 6 months.

The Traded Volume of the share is 11,20,971.

The Traded Value of the share is (lakhs) 2895.

Total market capital of the share is (lakhs) 36,51,137.

The company has a low return on equity of -6.55% for last 3 years and the company has delivered a poor sales growth of -5.34% over past five years.

Due to covid reasons there were no scope for travel and tourism sector which led even the hotel industry to fall, but now people are travelling world wide and do stay is hotels and have started to consume outside food. May be in future there might be a very good recovery for INDIAN HOTELS, which is owned by TATA group and keeping the shares of Indian Hotels for long term may fetch us a good FORTUNE.


Kavita K
(S.M.Sanjay&Co)

*🔅5G spectrum auction:* *All you need to know about it;*
The bidding strategy of telcos for the C-band, major 5G spectrum, remains a bit foggy because it is considered quite expensive.
The auction of spectrum that supports 5G services in India starts on July 26, with about 72,000 MHz under nine bands up for sale with a validity period of 20 years.

---------- Forwarded message ---------
From: hello
Date: Tue, 26 Jul, 2022, 10:36 am
Subject:
To: sanjay & co

The Indian Hotels Company Limited (IHCL) is an Indian hospitality company which has hotels, resorts, jungle safaris, palaces and in-flight catering services. IHCL was founded in 1868 by Jamsetji Tata and is headquartered in Mumbai, Maharashtra. It has more than 196 hotels in 80 locations across 4 continents and in 12 countries, with over 20,000 rooms and 25,000 employees.

The present share price of the Indian Hotels is 256 (as on the date 26th July 2022).The share has given moderate returns in the past few months that is 22.96% which is Rs.42.25/- from the past 6 months.

The Traded Volume of the share is 11,20,971.

The Traded Value of the share is (lakhs) 2895.

Total market capital of the share is (lakhs) 36,51,137.

The company has a low return on equity of -6.55% for last 3 years and the company has delivered a poor sales growth of -5.34% over past five years.

Due to covid reasons there were no scope for travel and tourism sector which led even the hotel industry to fall, but now people are travelling world wide and do stay in hotels and have started to consume outside food. May be in future there might be a very good recovery for INDIAN HOTELS, which is owned by TATA group and keeping the shares of Indian Hotels for long term may fetch us a good FORTUNE.

Kavita K
(S.M.Sanjay&Co)

13/07/2022

12th July,2022.
The Nifty index was down by 85 points at 16130 and the Sensex was down by 267 points at 54127.
ITC Limited was originally named "Imperial To***co Company of India Limited"
ITC Limited is an Indian conglomerate company headquartered in Kolkata. ITC has different categories such as ci******es, FMCG, hotels, software, packaging, paperboard, specialty papers and agribusiness. The company has 13 businesses in 5 segments.

ITC breaks record to turn Nifty topper in recent days. ITC shares, which hit a 52-week high of Rs. 293, have so far rallied over 33% in 2022, this was due to more sales of ci******es.
Due to such a sharp rise in the stock, its key technical indicators reached to the overbought zone on the short-term timeframe chart.
In the past, the stock had either raised or remained at Rs.210.
But now the stocks has witnessed a gradual rise after the company’s overall sales increased. Its technical indicators reached to the overbought zone.

REVENUE Distribution for ITC.
Maximum income or the Revenue of the company is from the Ci******es that is 37%, the 2nd huge income addition to the revenue is from Agri-Business that is 25%, the revenue generated from FMCG is 24%, paperboard & packaging revenue is 12% and lastly 2% of revenue is from the Hotel sector.
-Kavita




---------- Forwarded message ---------
From: Kavita K
Date: Tue, 12 Jul, 2022, 3:44 pm
Subject: ITC final article
To: sanjay & co

Today 12th July,2022.
The closing bell: Nifty index was down by 157 points at 16058 and the Sensex was down by 508 points at 53886.
ITC Limited was originally named "Imperial To***co Company of India Limited"
ITC Limited is an Indian conglomerate company headquartered in Kolkata. ITC has different categories such as ci******es, FMCG, hotels, software, packaging, paperboard, specialty papers and agribusiness. The company has 13 businesses in 5 segments.

ITC breaks record to turn Nifty topper in recent days. ITC shares, which hit a 52-week high of Rs. 293, have so far rallied over 33% in 2022, this was due to more sales of ci******es.
Due to such a sharp rise in the stock, its key technical indicators reached to the overbought zone on the short-term timeframe chart.
In the past, the stock had either raised or remained at Rs.210.
But now the stocks has witnessed a gradual rise after the company’s overall sales increased. Its technical indicators reached to the overbought zone.

REVENUE Distribution for ITC.
Maximum income or the Revenue of the company is from the Ci******es that is 37%, the 2nd huge income addition to the revenue is from Agri-Business that is 25%, the revenue generated from FMCG is 24%, paperboard & packaging revenue is 12% and lastly 2% of revenue is from the Hotel sector.

04/07/2022

Today 4th July,2022.

The Nifty index was up by 32 points at 15783 and the Sensex was down by 121 points at 53029.

Overall the market is down due to the war situation in Ukraine and Russia. Further the market is trending in the downward because of the Inflation in the whole world and the hike in the interest rates of Fed bank.

Reliance Industries (RIL) the largest private sector corporation in India. With the motto “Growth is Life”, Reliance evolved from being a textiles and polyester company to an integrated player across energy, materials, retail sector, entertainment and digital services. Its operations span from exploration and production of oil and gas to the manufacture of petroleum products, polyester products, polyester intermediates, plastics, polymer intermediates, chemicals, synthetic textiles and fabrics. As per its website, Reliance has generated shareholder value of 32 percent market capitalisation (CAGR) since IPO.

RIL is also heavily involved in Corporate Social Responsibility (CSR) initiatives in education, health, environment and social development, which forms a sizeable chunk of its community outreach programmes. Nearly 400,000 people benefit from these continuing programmes every month, as per the website.

Bernstein Research sees 33 per cent upside potential in RIL stock. The research firm also expects higher earnings growth potential than what the consensus estimates suggest, and has given ‘outperform’ rating to it.

Developments are to be seen by the inclusion of Akash ambani the son of Mukesh Ambani into the Reliance Jio and his daughter Isha Ambani into Reliance retail.



-Kavita
(SM Sanjay & Co)

Disclaimer: This report is provided for assistance only and is not intended to be and must not alone be taken as the basis for an investment decision. The user assumes the entire risk of any use made of this information. Each recipient of this report should make such investigation as it deems necessary to arrive at an independent evaluation of an investment in Securities referred to in this document (including the merits and risks involved), and should consult his own advisors to determine the merits and risks of such investment. The views expressed may not be suitable for all investors.

28/06/2018

Today the 28th of June 2018.
The Nifty NSE index was down by 82 points at 10589 and the sensex was down by 179 points at 35037. The markets are down following the world markets which are on a downward spiral. A selling by Institutional investors is the main cause for a fall in the markets. With a spate of Elections, and with 2019 National Elections approaching, markets are nervous, with the coming together of the third front, which will be a problem of loose confederation of parties in power quarelling with each other. Markets dont like this uncertainity.

Ashok Leyland holds a lot of promise. Britannia rose prominently. Stocks like Dabur, Britannia, Hind Lever hold good promise as the demand is consistent. Ashok Leyland makes commercial vehicles suitable for transport of goods and people. It is also into defence production. But, it is better to be careful as Markets are falling continuously.

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