Large volumes, week ended 21 April
Zee Entertainment Enterprises
Axita Cotton
Paisalo Digital
Varun Beverages
Aarti Pharmalabs
Sindhu Trade Links Limited
Bikaji Foods International
ITI
Eureka Forbes
Capri Global Capital Limited key global economic data points to watch out for next week:

Lets talk inflation!

Inflation is "not" bad!

A low amount of inflation is considered healthy! Negative inflation or deflation is negative!

why would you buy non-essentials/stock supplies today if it would be cheaper tomorrow?

Reading Bikaji DRHP..

some notes

India's GDP expected to slow to 6% range Packaged food market, India to grow at 9%

Tamil Nadu Investor Association (TIA) 2022 Ideas Speaker Summit

1. G Maran, Unify Capital : IIFL Wealth Management

2. Naveen Chandramohan, ITUS Capital : Nykaa

3. Aveek Mitra, Aveek Advisory : Alicon Castalloys

4. Digant Haria, GreenEdge Wealth Mgmt : Bector Foods

1/ 5. Nimisha Pandit, Multi Act Trade & Investment : Nesco

6. Sriram Sekhar, investor : Sonata Software

7. Aravind Kothari, Niveshaay : Gokaldas Exports and SP Apparels

8. Jiten Parmar, Aurum Capital : Voltamp Transformers

2/

LIC may be part of Nifty 50 after 1 month of IPO!

moneycontrol.com/news/business/… PayTM, Zomato and Nykaa
are part of Nifty Next 50!!

#BSE #Sensex 280 month (23+ yr) update!

Sensex trailing PE was 31.6x for July vs 32.2x for June
vs low of 15.67x on 23 Mar 2020
9th consecutive 30+PE month
after 0 instances of 30+ PE till FY20!

Highest earlier PE for July has been 28.5x in Fy01
#NSE #DII #FII #Nifty #nifty50 #BSE #Sensex 280 month (23+ yr) update!
Sensex trailing PB was 3.4x for July vs 3.3x for June
P/B is in line with 23 year avg of 3.3x.

Lowest ever is 1.7x in Oct 1998
#NSE #DII #FII #Nifty #nifty50

Large volumes, week ended 16 July
•United Spirits
•Kitex Garments
•Aster Dm Healthcare
•Tarc
•Dhani Services
•Equitas Holdings
•Nagarjuna Fertilizers And Chemicals
•Housing Development Finance Corp
•Multi Commodity Exchange Of India
•Voltas
#DII #FII #NSE #BSE week ended 16 July

FII sell
DII buy

#DII #FII #NSE #BSE

Large volumes, week of 2 July

Iifl Finance
Hdfc Life Insurance Company
Godrej Industries
Nelco
Godrej Agrovet
Sadbhav Infrastructure Project
Star Cement
Radico Khaitan
Genus Power Infrastructures
Gic Housing Finance

#FII #DII #BSE #NSE trading volumes, week of 2 July

FII sell, DII buy...

#FII #DII #BSE #NSE

Joe Biden needs to win one state to become POTUS

while Trump needs to win all the 4 major ones to avoid being an one-term president

my initial thoughts:
1) Pollsters got it MASSIVELY wrong - 2nd time in a row
While the verdict is as many predicted the scale of #Trump support was massively underestimated
Almost everyone could not read/did not see the widespread support he has in the US...

2) Markets are emotionless
As long as there s majority, markets go up- as we say yesterday and today's futures

State Bank of India |
A "Call Option" – Move to OW :: MORGAN STANLEY

Price Target Rs 280 State Bank of India
Earnings Review: 2Q operational beat with more confidence on balance sheet; Reiterate Buy: Goldman Sachs

Price Target Rs 301

HPCL announces ₹2,500-cr share buyback at ₹250 per share livemint.com/companies/comp… HPCL promoters (ONGC/President) not to take part in buyback
public shareholding to reduce post buyback

FORTHCOMING EVENTS :: SMC News flow & Economic gauge for the next week
:SMC

Diwali Picks 2020
-- IDBI Capital Markets & Securities Diwali Picks 2020
-- Progressive Shares

#BSE #Sensex 271 month (22+ yr) update!

Sensex trailing PE was 29.1x in Oct vs 28.1x in Sep
vs 19.5x in May 2020. Bottom of 15.67x on 23rd March

Trailing PE 23 year avg is 19.3x

Highest PE for any year in Oct and in FY21! valuations not cheap!

#NSE #DII #FII #Nifty #nifty50 #BSE #Sensex 271 month (22+ yr) update!

Sensex trailing PB was 3.0x in Oct vs 2.9x in Sep& Aug vs 2.4x in May 2020; highest P/B in FY21

P/B is below 23 year avg of 3.3x.

Lowest ever is 1.7x in Oct 1998

#NSE #DII #FII #Nifty #nifty50

𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 facts 𝗯𝗲𝗵𝗶𝗻𝗱 𝘁𝗵𝗲 "𝗡𝗮𝗺𝗲" 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮'𝘀 𝗿𝗲𝗽𝘂𝘁𝗲𝗱 𝗕𝗿𝗮𝗻𝗱𝘀/ 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀

1. 𝗗𝗮𝗹𝗱𝗮
The famous ghee was imported by a Dutch company Dada & company. To reflect it's ownership Hindustan Lever added "𝗟 " in middle of Dada 2. " 𝗗𝗮𝗯𝘂𝗿 "
The eccentric etymology of Dabur comes from founding father Dr. S.K.Burman famous for his Ayurvedic medicines often be called in Bengali "𝗗𝗮"ctar "𝗕𝘂𝗿"man.

Books to read while you are free

Basic Books to Read about Trading/Investment/Money.
1. The Intelligent Investor. (Related to Trading/Investment).
2. The Reminiscences of a stock operator.(Related to Trading).
3. The Richest Man in Babylon. (Related to Money/Investing). 4. Rich Dad Poor Dad. (Related to Money/Investing).
5. Think & Grow Rich. (Related to Money).
6. Berkshire Hathaway Letters to Shareholders. (Related to Investment).

FORTHCOMING EVENTS : SMC News Flows of last week & Economic gauge for the next week: SMC

#BSE #Sensex 270 month (22+ yr) update!

Sensex trailing PE was 28.1x in Sep up from 27.3x up in Aug & 19.5x in May 2020. Bottom of 15.67x on 23rd March

Trailing PE 23 year average is 19.3x

Highest PE for any year in Sep! valuations not cheap!

#NSE #DII #FII #Nifty #nifty50 #BSE #Sensex 270 month (22+ yr) update!

Sensex trailing PB was 2.9x in Sep same as Aug vs 2.4x in May 2020

P/B is below 12 year avg of 3.3x.

Lowest for Sep is 1.9x in 1998, lowest ever is 1.7x (Oct 1998)

#NSE #DII #FII #Nifty #nifty50

1st Oct:

🔸Ex-Date For Share Split: Gujarat Ambuja Exports (face value split from Rs 2 to Rs 1 per share).

🔸Record Date Bonus Issue: Aarti Drugs (bonus 3:1).

🔸Price Band Revision From 20% To 10%: Advanced Enzyme Technologies.

🔸Listing: CAMS, Chemcon Speciality Chemicals. 🔸Move Into ASM Framework: E2E Networks, Anuh Pharma.

🔸Move Out Of ASM Framework: Indosolar, HDIL, Bartronics India, Gujarat Metallic Coal & Coke, PSL , Videocon Industries.

List of Mainboard IPOs IN THE PIPELINE
(Status as on 24th September 2020)

A) DRHP Filed – SEBI Approval Awaited:

1) Kalyan Jewellers >>> DRHP date 24-Aug-20
2) Gland Pharma >>> DRHP date 10-July-20 B) SEBI Approval Received (within the past 4 months):

1) Jaikumar Constructions >>> SEBI Approval 10-Sep-20
2) Barbeque Nation Hospitality >>> SEBI Approval 07-July-20

Updates for next week

Corporate events on week of 28th Sep : SMC Economic gauge for the next week
: SMC