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Гео и язык канала
не указан, Английский
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Telegram
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💙Key Summary of Order Book on the basis of Concall💙

#Tril - 2582 Cr.
#TejasNetwork - 2800 Cr.
#Rajoo Engineers - 140 Cr.
#Elecon Engineering - 796 Cr.
#SWSOLAR - inflows of 25000 Cr. in FY25






Trader and investor

compundint return and number of year


CNC machine, Construction equipment ,Defence, power..If you have all these sector companies as your clients and a capital infusion by the powers that matter to augment the manufacturing capabilities..double dhamaka..


Репост из: Stock books
Major manufacturing of PEM in india (scale+ pilot project)

Elecrtrolyzer company added

1.cummins
2. reliance elecrtrolyzer ; 300 MW
3.john cocktail 300 MW
4. advait infra:100 MW ( invested)
5.jindal limited : 300 MW
6.L&T : 300 MW
7.Adani new limited ;300 MW


40 stocks with the significant decrease in institutional (FII+DII) shareholding from
qtr 2023-12 to qtr 2024-03
22-04-2024




Репост из: MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE
20 Biggest Falls In #Infosys history

April 2003: -26.5%
April 2013: -21.3%
Oct 2019: -16.20%
April 2001: -16%
May 2009: -13.40%
April 2003: -13%
April 2012: -12.70%
March 2001: -12.40%
July 2001: -11.80%
April 2001: -11.60%
May 2000: -11.30%
May 2004: -11.20%
April 2001: -11%
Jan 1995: -10.50%
June 2001: -10.40%
March 2020: -10%
Sept 2001: -10%
Sept 2001: -10%
April 2011: -9.60%
Aug 2017: -9.60%

Out of 20 Biggest Falls 10 Are in March, April


Sectors to Focus – Decadal Themes (Capex Upto 2030) 💰💰💰

As per MOFS, the sectors with major capex and the key beneficiary players are as follows;

🏷Green Energy (Capex – 22 TN Rs)

🟣ABB
🟣Cummins Ind
🟣Genus Power
🟣Hitachi Energy
🟣NTPC
🟣Praj Industries
🟣Siemens
🟣Tata Power
🟣Thermax

🏷Railways (Capex – 16.9 TN Rs)

🟣ABB
🟣CG Power
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣RVNL
🟣TD Power
🟣Titagarh Wagons
🟣Jupiter Wagons

🏷Power Transmi (Capex – 2.4 TN Rs)

🟣ABB
🟣Bharat Bijlee
🟣CG Power
🟣GE T&D
🟣Hitachi Energy
🟣KEC
🟣Kalpataru
🟣L&T
🟣Siemens
🟣TRIL
🟣Voltamp

🏷Water Theme (Capex – 2.2 TN Rs)

🟣KEC
🟣KNR
🟣Kalpataru
🟣L&T
🟣NCC
🟣PNC Infra
🟣Va Tech

🏷Defense Theme (Capex – 2.0 TN Rs)

🟣BDL
🟣BEL
🟣BEML
🟣Bharat Forge
🟣Data Patterns
🟣Garden Reach ship
🟣HAL
🟣L&T
🟣Mazagaon Dock
🟣MTAR

🏷PLI Led Capex (Capex – 2.0 TN Rs)

🟣ABB
🟣Amber
🟣Dixon
🟣Isgec Heavy
🟣KEC
🟣Kalpataru
🟣L&T
🟣PG Electroplast
🟣Siemens
🟣Thermax

🏷Data Centres (Capex – 415 BN Rs)

🟣ABB
🟣Amber
🟣Blue star
🟣Cummins India
🟣Hitachi Energy
🟣KEC
🟣KOEL
🟣Kalpataru
🟣L&T
🟣Schneider
🟣Siemens
🟣Voltas

🏷Common Key Players

The common key beneficiaries among the above mentioned Sectors are as follows:

🟢ABB
🟢CG Power
🟢Cummins Ind
🟢Hitachi Energy
🟢KEC
🟢Kalpataru
🟢L&T
🟢Siemens
🟢Thermax

📚Source: MOFSL




Mutual fund Industry's AUM stood at ₹ 53.4 trillion, 25% growth YoY

Passive funds market shares has grown from 7% in FY20 to18% in FY24


IMF 2024 World GDP Outlook Change (Jan➡️Apr)
🌍World 3.1%➡️ 3.2%
🇺🇸U.S. 2.1%➡️ 2.7%
🇪🇺Eurozone 0.9%➡️ 0.8%
🇯🇵Japan 0.9%➡️ 0.9%
🇬🇧U.K. 0.6%➡️ 0.5%
🇨🇦Canada 1.4%➡️ 1.2%
🇨🇳China 4.6%➡️ 4.6%
🇮🇳India 6.5%➡️ 6.8%
🇷🇺Russia 2.6%➡️ 3.2%
🇧🇷Brazil 1.7%➡️ 2.2%
🇲🇽Mexico 2.7%➡️ 2.4%
🇸🇦Saudi Arabia 2.7%➡️ 2.6%
🇳🇬Nigeria 3.0%➡️ 3.3%
🇿🇦South Africa 1.0%➡️ 0.9%


रिटेल शेयरहोल्डर्स की फेवरेट कंपनियां

कंपनी: रिटेल निवेशकों के पास शेयर (No of Share)


1) Suzlon: 348.8 Cr
2) Tata Steel: 215.31 Cr
3) Yes Bank: 211.99 Cr
4) Vodafone Idea: 187.02 Cr
5) ITC: 140.71 Cr
6) IRFC: 112.12 Cr
7) IDFC First: 101.13 Cr
8) Trident: 94.58 Cr
9) PNB: 84.09 Cr
10) HDFC Bank: 83.43 Cr
11) Alok Ind: 81.90 Cr
12) Jio Fin: 79.90 Cr
13) Tata Power: 73.38 Cr
14) SBI: 54.59 Cr
15) IREDA: 51.97 Cr
16) Zomato: 49.93 Cr
17) Vedanta: 48.08 Cr


IMF GROWTH ESTIMATES


india iran


13 Major sector and beneficiaries of BJP Manifesto 🔥

1) Affordable housing (AH) -
-HUDCO
-Tata Steel, JSW Steel
-Ultratech
-Ambuja
-Housing finance NBFC's

2) Tourism
- Indian Hotels
- Indigo
- IRCTC

3) Railway infra
-APL Apollo
-JTL Infra
-Surya Roshni
-Hi tech pipes

4) EV
- Tata Motors
- Shriram finance (EV Financing)

5) Auto Parts
- Motherson Sumi
- Sonacoms
- Minda Ind

6) Mudra loan limit expansion
- Public sector banks
- Small Finance Banks

7) Working capital to MSME
- Shriram finance
- Mas finance
- Bajaj Finance

8) Natural gas
-GAIL
- IGL
- MGL
- GUJGAS
- IRM energy
- Adani Total gas
- Welspun Corp
- Maharashtra Seamless
- Ratnamani Metals

9) Increase crop MSP
- Escorts Kubota
- M&M
- MMFS
- Chola
- Shriram Finance
- Sundaram Finance

10) Har Ghar Jal Scheme
• Jindal Saw
- Welspun Corp
- Electrosteel Castings
- Hi-Tech
- JTL
- Surya roshni
- APL Apollo

11) Pharma (Research boost)
- Divis
- Syngene
- Suven
- Ami Organic (NR)

12) FMCG (rural recovery)
- Dabur
- Emami
- Bajaj Consumer

13) PM-eBus
- Ashok Leyland
- Tata Motors
- JBM Auto
- Olectra Greentech


Cash holding summary of at the end of March 2024.

1.33 lakh crore - total cash holding of 42 AMCs, which is 2.4% of the total AUM.

Shriram MF holds the highest cash at 18%, while Zerodha holds the lowest at 0.2%

Also sharing equity AUM to get an idea of possible additions in case of correction in markets.


Highest Per Capita Property Tax Collection In India.

1) Mumbai - Rs 4,085
2) Pune - Rs 2,636
3) Coimbatore - Rs 2,259
4) Hyderabad - Rs 1,642
5) Bengaluru - Rs 1638



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