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Market Pulse :
Maharashtra Election Result:Β BJP-led NDA to form the next government. Do you Expect in Nifty on Monday ?Anonymous voting
- Nifty will rise
- Nifty will fall
- Normal Day with no impact
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Praj Industries Vision for 2030
Praj Industries announced ambitious plans to triple its revenues by 2030, driven by cutting-edge innovations and global opportunities.
Hereβs a are the details:
Key Growth Sectors
* Sustainable Aviation Fuel (SAF): With India targeting SAF blending of 1% by 2027 and 2% by 2028, and global targets as high as 10%, the SAF market is poised for exponential growth.
* Biopolymers & Renewable Materials
* Energy Transition & Climate Actions (ETCA): Including green hydrogen, green ammonia, and waste-to-energy solutions.
Massive Global Investments
* Clean energy investments expected to hit βΉ25 lakh crore globally by 2030.
* Traditional oil and gas to see βΉ21 lakh crore of investments over the next decade.
Infrastructure to Meet Demand
- Praj has invested βΉ400 crore in an advanced manufacturing facility in Mangalore.
- Spread across 123 acres, this facility can generate revenues of βΉ2,000-2,500 crore annually at full capacity.
Export Potential
- Currently, exports contribute 29% of revenue.
- By 2030, this is projected to grow to 50%.
Aviation Milestone
- Indiaβs first commercial SAF-powered flight (Pune to New Delhi) was powered by Prajβs technology in collaboration with Air Asia and Indian Oil Corporation.
2024 to 2030 Vision
* Current revenues: βΉ3,400 crore annually
* Target by 2030: βΉ10,000 crore
βββββββββββββββ
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π 259
Hi Everyone!
With Maharashtra elections being a hot topic, many are curious about their impact on the markets.
Here's the deal:
πΉ Markets wonβt shake much. Analysts believe FIIs' selling and global developments are bigger concerns right now.
πΉ Focus on policy, not politics. Watch for infrastructure and business-friendly initiatives post-elections. These can influence Maharashtra-based companies.
πΉ Opportunities for investors. Use the noise to pick quality stocks at good prices. Long-term focus wins!
Markets care more about geopolitics, company profits, and global cues than who wins the elections.
Stay focused, and donβt let the headlines distract you!
βββββββββββββββ
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Market Pulse:
Adani is facing new trouble. Do you think this is temporary, or will it last longer?Anonymous voting
- Temporary
- Will last longer
- I don't know
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Another Twist in ADANI Stocks
Gautam Adani charged in US with bribery and fraud.
- Adani faces US charges over an alleged $265 million bribery scheme tied to solar contracts
- with prosecutors also citing $3 billion raised through concealed corruption
Today's impact:
* Adani Enterprises: β¬οΈ 22%
* Adani Ports: β¬οΈ 20%
* Adani Green: β¬οΈ 18%
* Adani Power: β¬οΈ 13%
* Adani Total Gas: β¬οΈ 16%
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Hi guys,
Seems like the New-age companies have shown great Q2 results, like
[1] Zomato: Profit up 5x to βΉ176 Cr; Revenue +69% YoY.
[2] PB Fintech (Policybazaar): βΉ51 Cr profit vs βΉ21 Cr loss last year; Revenue +44%.
[3] Nykaa: Profit +72%, Revenue +24%, but missed expectations.
But many analysts believe:
* Most growth is already priced in.
* Wait 2-3 quarters to see if performance sustains.
* Use sharp dips to spot them at lower valuations.
Patience is the key in uncertain markets! π
βββββββββββββββ
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π 266π 1
Ukraine fires missiles into Russia β Will our markets feel it?
Looks like no big impact. The NASDAQ was up 1.04%, so global markets are chill.
But our own problems are bigger:
[1] GDP estimate is 7.2%, but most companies are showing poor growth. Feels like something is off.
[2] Donald Trumpβs new policies could affect inflation and interest rates worldwide.
π 322π 8
PM Modi and Sir Keir Starmer have agreed to relaunch UK-India trade talks early next year, as confirmed by Downing Street.
This could open up New opportunities for companies
- Especially to companies like Welspun India and United Spirits
- In terms of exports and market expansion
π 310π 17
Hi folks,
A few days back, I saw a Zomato delivery guy riding a 3-wheeler EV, like a modified version of an auto. I wondered why the government doesnβt provide subsidies to promote EV adoption, especially among delivery services.
Looks like the government heard my thoughts! Theyβve now restored subsidies for electric 3-wheelers.
This move is a big positive for Bajaj Auto and Atul Auto, as it directly supports their electric three-wheeler segments.
Some Key Points
* Subsidies up to βΉ50,000 for advanced e-3Ws boost affordability and sales.
* Focus on commercial e-vehicles aligns with growing last-mile delivery demand.
* Positive impact on revenue growth for players with strong EV portfolios.
ββββββββββββββββββββββ
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π 237π 2
Hi guys,
Trend reversal happens at peak of extreme pessimism or extreme optimism.
And presently it seems like we are headed towards extreme pessimism.
π 543π 29
After Waareeβs Success, All Eyes on NTPC Greenβs Mega IPO!
π NTPC Green Energy IPO
* Valuation Target: $12 billion (one of Indiaβs largest renewable IPOs)
* Expected Price: Over Rs 100 per share
* Fundraising Goal: Up to Rs 10,000 crore
* IPO Dates: Nov. 18 - Nov. 21
This IPO follows the success of Waaree Energies' recent listing, which raised $514 million with 70x oversubscription from major investors like Goldman Sachs and BlackRock.
Why It Matters ?
- Indiaβs renewable energy sector has surged with 100+ GW added in the last decade
- Fueling strong investor interest
ββββββββββββββββββββββ
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π 294π 17
Hey guys,
Just came across this beautiful line in a book.
And it's for all my friends feeling down because markets are falling.
βββ
Market ups and downs are part of investing.
Those who get excited in ups and disappointed in downs rarely make moneyβtheyβre just running in the rat race.
The real winners are those who stay steady through both ups and downs.
ββ-
"The big money is not in the buying and the selling but in the waiting."
- Charlie Munger
#LateNightReading
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Hello everyone!
Thank you all for the amazing feedback on our recent session about Elliott Wave Theory!
Itβs so great to see many of you excited to learn more about how markets move.
For those who missed it, you missed an exciting session with lots of helpful insights and great energy from everyone!
Donβt worry, more sessions are coming soon. Letβs keep growing and learning together!
#KeepLearning #KeepGrowing"
π 293π 6
Mid & Small Cap Stocks: "Weβve dropped 15% in 10 days... not sure how much worse this can get!" π«
Asian Paints: "Hold my paintbrush. Let me show you how it's done β 25% in 10 days, 9% in a single day! π¨π₯
Why Asian Paints is falling ?
1. Weak Q2FY25 Results
2. Operating Margin Decline
3. Downgrades by Major Brokerages
4. Increased Competition and Market Share Loss
π 390π 6
Hi Everyone
Here is the link to join the Seminar on Elliott Wave Theory.
The seminar will start at 5.00 PM sharp today.
https://youtube.com/live/9z3xRm1WANM?feature=share
π 128π 9
Hi Everyone, a quick update on todayβs seminar.
Seminar on Elliott Wave Theory!
Seminar Schedule for Youtube Learning Community
π
Date: 10th November 2024
π Time: 5:00 PM
Seminar Schedule for Telegram Learning Community
π
Date: 10th November 2024
π Time: 7:30 PM
Delivery : YouTube Live
π 209π 4
Another Q2 Result by a NIFTY 50 Company
This time its TATA Motors
- Q2 net profit falls 11% to Rs 3,343 crore
- Revenue fell 3.5% on-year
- Impacted by slow JLR sales
- Slowdown in commercial vehicles sales
- Inspite of heavy festival discounts sales suffered
FYI : GDP forecast for 2024 is between 7% and 7.2%
ββββββββββββββββββββββ
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π 226π 4
If you're making money from the stock market, youβll meet three types of people:
[1] The Jealous: They envy your success and could invest too, but choose not to.
[2] The Critics: They criticize you because they want to invest but have lost money due to a lack of knowledge.
[3] The Supporters: They encourage you and give you feedback because they know how to invest and have made money from it.
Each person reflects different attitudes toward success in the market!
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Someone asked a veteran investor, βIs money as important as oxygen in life?β
The investor replied, βYes, money is crucial in todayβs world, just like oxygen.
Oxygen keeps us alive, but to truly live, we need more than just that.
We need love, relationships, and friendship to give meaning to our lives.
So, while oxygen and money are essential, itβs the connections we make that bring joy and purpose.β
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Hi Everyone,
The US Federal Reserve has cut key rates by 25 basis points, bringing the interest rate down to 4.5% from 4.75%.
Is this good or bad for the stock markets?
Rate cuts generally favor stock markets because they boost spending, which is positive for companies' earnings. This was reflected in the US market index, NASDAQ, which went up by 1.5%.
However, Donald Trump could spoil the party. Heβs considering imposing tariffs on Chinese imports. This move could drive inflation up again.
Interesting and uncertain times ahead!
ββββββββββββββββββββββ
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π 228π 3
