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Jubilant FoodWorks had a strong performance in Q1.

Jubilant FoodWorks had a strong performance in Q1. Here’s a breakdown of the highlights:

  • Total Sales: The group’s overall sales reached ₹2,236.5 crores.

  • Domino’s India Performance:

    • Sales at stores open for at least a year grew by 3.0%.
    • Delivery sales alone grew significantly by 12.1%.
  • Domino’s Turkey:

    • Despite high inflation in Turkey, same-store sales grew by 10.3%.
  • Milestones:

    • Domino’s India now has over 2,000 stores.
    • COFFY, their Turkish brand, has over 100 stores.
    • Popeyes India has crossed 50 stores.

  • New Products:

    • They launched new products more aggressively across different brands and markets.
  • Customer Growth:

    • Domino’s India saw a record high increase in new customers, with a 32% growth compared to last year.
  • App Engagement:

    • The Domino’s India app had a record 12.1 million monthly active users, up 17.5% from last year.
    • The app has been installed 10.3 million times.
  • Loyalty Program:

    • Nearly 25 million people are members of Domino’s India’s loyalty program, with these members contributing to 54% of the orders in June.

In summary, Jubilant FoodWorks had a strong quarter with growth in sales, new customer acquisition, and app usage across its brands, along with key milestones in store expansions.

Greed vs. Discipline: The Key to Success in the Stock Market

Greed and Discipline in the Stock Market

People’s mindsets vary—some are content with what they have, while others are driven by dissatisfaction or greed. As the saying goes, “expectation always hurts,” and in the stock market, greed can quickly push us out of the game. It’s crucial to learn from both our own mistakes and the mistakes of others. Across any sector, discipline is what truly leads to success.

Greed in the Stock Market

  • Chasing High Returns: Greed drives investors to take excessive risks, often leading to poor decisions like buying overvalued stocks or investing in speculative assets.
  • Overtrading: Frequent buying and selling in pursuit of quick profits can result in high costs and reduced overall returns.
  • Ignoring Fundamentals: Greedy investors may overlook the financial health and long-term potential of a company, leading to significant losses.
  • Market Bubbles: Greed fuels bubbles, where asset prices become disconnected from reality, often ending in sharp declines and financial losses.

Discipline in the Stock Market

  • Adhering to Strategy: Discipline involves sticking to a clear investment plan, even during market volatility.
  • Risk Management: Disciplined investors diversify their portfolios and avoid emotional decisions, focusing on long-term goals.
  • Patience: Successful investors understand that the stock market is volatile in the short term, but discipline leads to sustainable growth.
  • Profit Taking: Discipline includes knowing when to take profits, avoiding the trap of holding on too long out of greed.

Balancing Greed and Discipline

  • Manage Greed: Recognize when greed is driving irrational decisions and set predefined rules for buying and selling.
  • Prioritize Discipline: Make discipline the cornerstone of your investment strategy to achieve consistent and sustainable growth.

In the stock market, while greed may offer quick rewards, it also carries high risks. Discipline, however, ensures long-term success and stability. Balancing these two forces is essential for successful investing.

                                                                          -BY

                                                           VISHAL KUMAR K R

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VEDANTA: Q1 2024

Vedanta Limited has reported its financial results for the first quarter (Q1) of the fiscal year, showing significant improvements in both net profit and EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) compared to the same quarter in the previous year (YoY).

Key Highlights:

  1. Net Profit:

    • Q1 Net Profit: ₹36.06 billion (₹3,606 crores).
    • YoY Comparison: The net profit for this quarter is ₹9.66 billion higher than the previous year, which was ₹26.4 billion (₹2,640 crores).
    • Growth: This represents a 36.59% increase in net profit compared to the same period last year.
  2. EBITDA:

    • Q1 EBITDA: ₹99.45 billion (₹9,945 crores).
    • YoY Comparison: Last year’s EBITDA for the same quarter was ₹64.20 billion (₹6,420 crores).
    • Growth: This shows a substantial increase of 54.89% in EBITDA.
    • EBITDA Margin: The EBITDA margin for Q1 is 27.81%, which is significantly higher than the 19.25% recorded in the previous year.

Analysis:

  • Profit Growth: The increase in net profit indicates that Vedanta has successfully managed to improve its profitability, which could be attributed to higher revenue, better cost management, or other strategic measures taken by the company.

  • EBITDA and Margin Improvement: The substantial growth in EBITDA and the corresponding improvement in the EBITDA margin suggest enhanced operational efficiency. The margin increase from 19.25% to 27.81% indicates that the company has been able to generate more earnings per unit of revenue, likely through better cost control, higher sales, or both.

These figures reflect a strong financial performance for Vedanta in Q1, showcasing their ability to enhance profitability and operational efficiency. This positive performance may boost investor confidence and indicate a solid start to the fiscal year for the company.

 

Approves Capex Investment $270 million In The Rajasthan
 
Block Rajasthan Block Project Timeline Is 12-30 Months & Will Be Funded Via Internal Accruals To Invest $280 m To Scale Up Iron Ore Production Capacity In Liberia.

 

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PROBABILITES OF DALAL STREET ON 9th AUGUST 2024

Dear market participants,  nifty once again fell 0.74%, closed at 24117. For next trading session we have to look following points.

  • FII’s bought 14893 index future and in options they sold  14L so they are medium bearish  in options. In stock  they sold  2627cr.
  • DII’s sold 80190 index future and in options they sold 3.99L in stock they bought 577 Cr
  • Clients are bullish   in  future and in options they are neutral.
  • If we look at Global markets, US markets are bullish and Europe market is slightly negative and Asian markets are mixed.
  • Volatility index rose 67% , that closed at 16.60.   
  • As per open interest nifty has 24000 followed by 23900 has highest put writer. There is highest call writer at 24400 followed by 24500.

Nifty consolidating between 24350 -23900 from 3 days after RBI result nifty fail to break upper side. So for positional traders and also intraday traders above mentioned levels are important.

                                                                                      -By

                                                                             A Ganesh R Bhat

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PROBABILITES OF DALAL STREET ON 8th AUGUST 2024

Dear market participants, today nifty recovered and closed in green that is 24297(+1.27%). For next day just go through the following points.

  • FII’s bought 63981 index future and in options they sold  11L so they are medium bearish  in options.  In stock  they sold  3,315cr.
  • DII’s sold 80194 index future and in options they sold 4.24L. in stock they bought 3,801 Cr
  • Clients are bullish in  future and in options they are neutral.
  • If we look at Global markets, US markets   and European  market both are positive   and Asian markets are also  trading  positively .
  • Volatility index fell 73% , that closed at 16.17 .   
  • As per open interest nifty has 24,200 followed by 24,000 has highest put writer. There is highest call writer at 24400 followed by 24500.

Tomorrow  RBI interest rate decision will be announced , may be around 11 clock in the morning, after the result there may be major move can happen. Market excepting interest rate should be 6.50%. for intraday as well as positional trades can be better to take after the result. Major support and resistance in nifty is 2400-24400.

                                                                            -By

                                                                  A Ganesh R Bhat

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PROBABILITES OF DALAL STREET ON 6th AUGUST 2024

Dear market participants, nifty fell 2.68% closed around 24055, it was expected because of all the negative sentiments in global markets. Will this bearish rally continue ? we can just check the following points.

  • FII’s bought 1.1L index future and in options they sold  06L so they are medium bearish  in options.  In stock  they sold  10,074cr   .
  • DII’s sold 90920 index future and in options they sold 4.04L. in stock they bought 9156 Cr
  • Clients are indecisive   in  future and in options they are strong bullish.
  • If we look at Global markets, US markets   and European  market both are very bearish  and Asian markets are also  indicating very negative sentiment.
  • Volatility index rose 43% , that closed at 20.37.   
  • As per open interest nifty has 24000 followed by 23800 has highest put writer. There is highest call writer at 24400 followed by 24500.

Globally all markets continuing  its bearish rally on 2nd day also so still sentiment is negative and in nifty 24000 is weak support and 24400 will be strong  resistance. Today nifty broken 24000 but fail to sustain  below that  level so chance of breaking support that is 24000 is very high. So, please be careful while taking bullish view for tomorrow’s trading session.   

                                                                                  -By

                                                                        A Ganesh R Bhat

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PROBABILITES OF DALAL STREET ON  5th AUGUST 2024

Dear market participants nifty was down about 1.17% closed at 24717. now nifty broken strong  support that is 24800 ,for next trading session we have to look following points.

  • FII’s bought 1.45L index future and in options they sold  05L so they are medium bearish  in options.  In stock  they sold  3310cr   .
  • DII’s sold 90387 index future and in options they sold 3.79L. in stock they bought 2966 Cr
  • Clients are indecisive   in  future and in options they are strong bullish.
  • If we look at Global markets, US markets   and European  market both are very negative and Asian markets are also  indicating negative sentiment.
  • Volatility index rose 74% , that closed at 14.32 .   
  • As per open interest nifty has 24500 followed by 24200 has highest put writer. There is highest call writer at 25800 followed by 25000.

 Global markets are negative because unemployment rate is increasing in USA and now middle east conflict again started . So for next trading session market showing negative sentiment is high. Now 24800 will be strong resistance and 24500 will be strong support for the market.

                                                                                  -By

                                                                       A Ganesh R Bhat

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DERIVATIVE SEGMENT – 14

SHORT TERM F&O TRADING IS ONLY FOR FULL- TIMERS…

It’s a fact that talent is never sufficient, neither  is hard work . absolutely nothing less than pure obsession will suffice. Putting in your hard earned cash without putting in the other required due diligence every single morning is asking for losses. Any lack of deep desire will definitely  affect your decisions during desperate times. So either fall in love with the markets , or don’t be there.

                 Day trading and even swing trading in the F&O segment must be given full time , energy and attention. equity trading can be done part time but, again that does not mean buying something and then dozing off into hibernation. Due diligence before action, and analysis and timely review post  the action are both not just important but necessary for everyone. F&O trading is a specialized function .

DAILY TRADE PLAN

First you must understand the market sentiment and what is important is that you trade with a plan , and not randomly.  Next always remember : plan your trades … and trade your plans.

 

                                                                                  -By

                                                                    A Gowrish R Bhat

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PROBABILITES OF DALAL STREET ON 2nd AUGUST 2024

Dear market participants, finally nifty broken 25000 level and made fresh all time high that is 25078.

Day ended above 25000. For next trading session check the following points.

  • FII’s bought 1.66L index future and in options they bought  31,265 so they are medium bullish  in derivative. In stock  they bought  2089cr.
  • DII’s sold 81520 index future and in options they sold 3.5L. in stock they sold 337 Cr.
  • Clients are medium bearish  in  future and in options they are neutral.
  • If we look at Global markets, US markets   and European  market both are negative and Asian markets are too indicating negative sentiment.
  • Volatility index fell 42%, that closed at 12.93.   
  • As per open interest nifty has 24800 followed by 24500 has highest put writer. There is highest call writer at 25100.

In day candle nifty made indecisive candle so after new all time high it made some correction. so, 24800 will be strong support and 25100 will be strong resistance for tomorrow.

Profit booking is still pending in nifty there is chance of some correction up to support level that is 24800 is high.

                                                                                     -By

                                                                             A Ganesh R Bhat

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Adani Enterprises Q1 FY25 Results

  • Adani Enterprises, a flagship company of the Adani Group, reported strong financial results for the first quarter of FY25.
  • The company’s net profit rose to ₹1,455 crore, a 116% increase from ₹674 crore in the same period last year.
  • Revenue grew by 13% to ₹25,472 crore, compared to ₹22,644 crore a year ago.
  • EBITDA surged 47% to ₹3,705 crore, up from ₹2,525 crore, with an improvement in EBITDA margin from 11.1% to 14.6%.

Company Background:

Adani Enterprises is the incubator business of the Adani Group, one of India’s largest conglomerates with diversified interests across energy, resources, logistics, agribusiness, real estate, financial services, and defense. The company plays a key role in nurturing new businesses for the group, having successfully incubated a number of critical ventures such as Adani Ports and SEZ, Adani Power, Adani Green Energy, and Adani Gas.

  • In line with its strategy of creating separate entities to focus on distinct business sectors, the board of Adani Enterprises has approved the demerger of its Food FMCG Business.
  • This move is aimed at unlocking value and allowing the food and FMCG division to operate as a standalone entity, focused on capturing growth opportunities in the sector.
  • The demerger reflects the company’s commitment to streamline its operations and enhance shareholder value by concentrating on its core competencies and growth areas.