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PE De-Rating / Re-Rating (1/n) : After delivering 50%+ return from April 23 to September 24, the Indian equity markets have witnessed price and time correction since then, and have been consolidating in a tight range since March-25. PSU Banks and Financial Services delivered double digit returns followed buy mid-single digit returns by metals and Private Banks. Rest all sectors delivered negative returns and witness PE-De-Rating.
This is another phase of market consolidation after superb returns like October 21 to March 23.
Individual price actions and portfolio returns depend on stock specific returns driven by their company specific catalysts.
Chart showing PE De-Rating, EPS Growth and Deviation from median PE since these broader indices peaked around September 24.
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Repost from TgId: 1617562974
Industries / Sectors that posted strong Q2 numbers
PEBs
Auto Ancillaries
Alcohol Beverage
Gold Financiers
Hospitals
Jewellery (Both B2B & B2C)
Co-Working Space
Value Fashion Retail
Solar Module
Quick Commerce (Competition increasing)
Cement
Wires & Cables
Coffee Related
Rice Related
2W Auto OEMs
Housing Finance (But do check some pressure building)
Ports
IPPs
Power T&D
CDMOs
Wealth Management
Healthcare Solutions
Fluoro Chemicals
Platform Businesses
Mid/Small Cap IT Companies
Telecom
Must Join 👇
@Stockupdate9
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Recent best move in this stock look at the chart how it move
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What a ride from Tightness and one of the finest move in recent time
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Just see chart where triggered happen and see how stock moving
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Repost from TgId: 1617562974
1) MRF Limited
2) Rane Holdings
3) Laxmi India Finance Limited
4) The Bombay Burmah Trading Corporation
5) Marico Limited
6) B.L. Kashyap and Sons
7) Motisons Jewellers (Revenue down, margin up)
8) Simplex Infrastructures (Revenue down, margin up)
9) India Nippon Electricals
10) Kirloskar Industries
11) Redtape
12) Emkay Tools (SME)
13) NCL Industries Ltd (Margin Expansion)
14) Munjal Showa (Margin Expansion)
15) Insolation Energy (SME)
16) Rashtriya Chemicals and Fertilizers
17) JD Cables Ltd (SME)
18) Siemens Limited
19) Stylam Industries Limited
20) SEPC Ltd
21) Sun TV Network (Overall growth good but PAT down YoY)
22) Mufin Green Finance Ltd
23) Kothari Industrial Corporation
24) Optiemus Infracom (Revenue down, margin up)
25) Brainbees Solutions
26) Nirlon Ltd
27) Pashupati Cotspin
28) Solarium Green Energy (SME) (Margin down)
28) Copied from stockupdate9 telegram channel
29) Power and Instrumentation (Check dilution impact)
30) Innovana Thinklabs (Margin down)
31) Advance Agrolife (Margin down)
32) Confidence Petroleum India (Margin down)
33) Saraswati Saree Depot
34) Mercury Ev-Tech
35) R&B Denims (Margin down)
36) M.V.K. Agro Food Product Limited (SME)
37) Kontor Space Limited (SME)
38) SKF India Ltd (Margin Expansion)
39) Sahasra Electronic Solutions (SME)
40) Valor Estate (No view)
41) Rajesh Exports Ltd (No view)
Must Join 👇
@Stockupdate9
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systemtic triangle pattern niche bhi break krta he not only upper side
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