SumanSpeaks

07/11/2024

Speculative BUY Adani Energy Solutions Ltd (Rs.974.75).....

06/11/2024

According to Amitava Mukherjee, Chairman-cum-Managing Director (Acting Charge) and Director (Finance), NMDC Steel Ltd, the break-even could happen “as early as Q1-FY25 (April-June) or latest by the second quarter (ending September)".

05/11/2024

Debock Industries Ltd (Rs.6.48) is up more than 17%.

05/11/2024

I have taken some shares of Coal India Ltd (Rs.432) for some of my portfolio clients.

If I'm Bullish on Steel, it is natural to be Bullish on Coal Stocks.

05/11/2024

Zee Entertainment Enterprises announced an interim dividend of Re.1 per share.

This week, several companies including Coal India, Hindustan Unilever (HUL), and REC Ltd are scheduled for record dates related to dividends, bonus issues, and stock splits. Shareholders must own stocks before the ex-date to be eligible. Notable dividends include Rs 24 by Colgate-Palmolive, Rs 15.75...

04/11/2024

Donald Trump has generally been pro-India in terms of trade & diplomatic ties, which may lead to favorable policy stances that could indirectly benefit Indian companies, including ZEEL, Vi, HINDALCO, Swan Energy, I mean all those pro - NaMo companies. Donald Trump means Business.

04/11/2024

Why SAIL’s (Rs.118.40) Stock Looks Attractive Amid Global Shifts...

12 month target: Rs.195 - Rs.210...

The blog provides information on India stock market and gives stock recommendations in: mid, small and micro cap segments. Please read the disclaimer.

04/11/2024

Q. Reliance’s Na-ion Battery Gamble: A Potential Game-Changer?

Q. How TRF Ltd (Rs.446.65) could benefit from Reliance Industries Ltd's acquisition of Faradion, a Na-Ion battery venture ?

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The blog provides information on India stock market and gives stock recommendations in: mid, small and micro cap segments. Please read the disclaimer.

03/11/2024

💢Reliance Industries always goes for something extraordinary💢
Unlike lithium-ion batteries, Na-ion batteries can also be safely transported when fully discharged to zero volts and can be manufactured using broadly the same techniques and equipment.

However, to date, Na-ion battery makers have struggled to make products that overcome the tendency for cathodes in their devices to decline in performance quite early, while the energy density of sodium batteries is at present lower than that of comparable lithium products. However, some companies are now claiming to have created viable sodium-ion batteries and are starting to go into mass production. UK startup Faradion had developed IP around several aspects of Na-ion technology, and Reliance Industries – one of India’s major multinational conglomerates – acquired a majority stake in the company at the end of 2021 for around US$135 million.

01/11/2024

💢MEP Infrastructure Developers Ltd (Rs.3.94)💢 The scrip has been hitting. buyer freezes since some time. Surprisingly, it is trading at a less than 20x its IPO price. It had its initial public offering (IPO) on April 21, 2015, which closed on April 23, 2015. The IPO price was set at ₹63 per equity share, with a face value of ₹10. The total issue size was approximately ₹324 crore. The shares were listed on the stock market on May 6, 2015. Historically, MEP has been responsible for toll management in Mumbai, having taken over from the Maharashtra government with a contract set to last until 2026, although there are indications this may extend to 2036 for some tolls.

The overall toll revenue collected by MEP in the years prior has also exceeded ₹6,733 crore, which shows the robustness of its revenue stream.

01/11/2024

💢MEP Infrastructure Developers Ltd (Rs.3.94)💢 The scrip has been hitting. buyer freeze since some time. Surprisingly, it is trading at a less than 20x its IPO price. It had its initial public offering (IPO) on April 21, 2015, which closed on April 23, 2015. The IPO price was set at ₹63 per equity share, with a face value of ₹10. The total issue size was approximately ₹324 crore. The shares were listed on the stock market on May 6, 2015. Historically, MEP has been responsible for toll management in Mumbai, having taken over from the Maharashtra government with a contract set to last until 2026, although there are indications this may extend to 2036 for some tolls.

The overall toll revenue collected by MEP in the years prior has also exceeded ₹6,733 crore, which shows the robustness of its revenue stream.

31/10/2024

//The brokerage has lifted the target price on ZEE to ₹195 apiece from an earlier price of ₹155 as it believes the stock should re-rate given the potential tailwinds for TV broadcasters//

Those who don't buy at cheaper price will buy at higher levels.

ICICI Securities upgrades ratings for Sun TV Network and Zee TV to ’Buy’, citing medium-term benefits from increased ad spending by FMCG companies. Target prices raised for both stocks.