Indian Stock Market

HCL Technologies is my 2nd choice to buy in this bear market. Following points will share why. (1) 3rd Largest IT company of India with many large customers in its fold.  (2) One of the Best Dividend paying Companies in India with 5 % average                 dividend yield ,  Best among IT industry. (3) Continuously growing top line and bottom line of business (4) Available at reasonable valuation with PE multiple of 19 lowest among blue           chip IT Companies. (5) Regular buy back ensures value addition for share holders (6) Major company in both Sensex & Nifty and hence bought by both Indian as           well as Overseas investor. When FII will come back, they buy blue chip shares       like HCL Tech. first. (7) Operational for more than 3 decades now with consistent performance track         record.  (8) Need for IT solution across globe will only increase from here which will                surely  benefit HCL Tech . (9) Semi conductor chip shortage has troubled many indus

Even though it is difficult to predict the future, but i did try..... and guess what......  Market behaved exactly same way as predicted. Check my blog as follows where I projected grim stock market picture way back on November 15th, 2021.  https://sharemarketwithgujjubhai.blogspot.com/2021/11/stock-market-crash-soon.html Well there is no magic. All you need is common sense and unbiased view of the market. Bubble was already in the making and was about to be burst. All it needed was an excuse  !! Let's assume that there is no Ukrain war or Inflation pressure around, still, it would found an excuse to fall. Indian markets were over bought and costliest in the world. It fell because it was supposed to.  Be wise and invest sensibly

  कभी आपने सोचा है कि अमेरिका में डॉट कॉम बुलबुला 90 के अंत में यूएसए में क्यों बन गया था ? खैर , ऐसा हर बार होता है जब बूम के दौरान बहुत अधिक आशावाद होता है। सब कुछ दिखने लगता है अच्छा और भविष्य उज्जवल दिखता है। निश्चय ही यह लोगों का पागलपन है और भविष्य की गलत धारणा है। भारी नुकसान वाली कंपनियां भी बिना किसी स्पष्ट कारण के बहुत उच्च पी/ई पर कारोबार करती हैं। यही वह समय है जब बाजार अपने पतन की तैयारी कर रहा है।   समान लगता है ? नवंबर’21 में हम इसी तरह की स्थिति का सामना कर रहे हैं। सब कुछ गुलाबी दिख रहा है , जल्द ही सेंसेक्स 100 , 000 को छू रहा है और मेरा पैसा निश्चित रूप से तेजी से दोगुना होने वाला है। खैर , ऐसा होने की संभावना कम ही लगती है। बाजार मूल्य से अधिक है और पिछले 15 महीनों से 30 पी/ई से अधिक के स्तर पर कारोबार कर रहा है। हर कहानी का अंत होता है और वर्तमान कहानी का अंत भी बहुत करीब है। तो सुधार/धीमा करने के लिए तैयार रहें या अपने स्टॉक का बड़ा हिस्सा खोने के लिए तैयार हो जाएं। शुभकामनाएं!  

Ever wonder why Dot Com bubble in USA was created in USA in late 90’ ? Well, this happens every single time when there is too much optimism during Boom. Everything starts appearing Good & Future looks brighter. Surely it is the people’s madness and wrong future perception. Companies with heavy losses are also traded at very high P/E s   with no obvious reasons. That’s the time market is preparing for its fall. Sounds similar? In Nov’21 we are facing similar situation. Everything is looking Rosy, Soon Sensex seems touching 100,000 & my money is surely going to double quickly for sure. Well, that seems unlikely to happen. Market is over priced and is trading at level more than 30 P/E since last 15 months.    Every story has an end and end of current story is also very close. So be prepared for a correction/ slow down or get ready to lose major chunk of your stocks. All the best!

  Sounds funny ?  When I say Best, it is from an Investor's point of view. TCS being the largest, Tata Elxi being Futuristic, Infosys and Wipro having large legacy. Well, 3i Infotech has nothing of them. It has just 3 things which makes it very attractive. (1) Debt free IT company operating in high Margin IT Space. Even though IT Products companies like Amazon, Oracle etc. have more margin, Indian companies are known for their expertise in service sector. Be it TCS, Infosys, Wipro or HCL , they all are having expertise in providing world class IT services. Well what make 3I infotech attractive then ? Well, that's its valuation. This company is now debt free after selling its product business. They will also develop own new products soon in another segment which will not compete with their earlier products. (2) There is ample space of small size IT companies in and outside India. Every company can not afford TCS or Infosys. Large chunk of companies want quality IT products at af

Sensex is at 60,000 +  Will it touch 100,000 soon ? Well, certainly it will. Why not ? But more important question is when ? Not any time soon for sure. In fact,  a sure shot correction is underway. Even though future is uncertain, why I am so sure about an upcoming correction ? Well following are the reasons. (1) Sensex/Nifty Average PE has remained more than 30 for quite some time. It can not sustain it more. Average PE is around 20. Even if you consider bit higher, it can not remain above 25. so there is 15 % correction any how. (2) High inflation across the Globe - Be it USA, UK or India all these countries have printed lot of money, specially USA which has printed 40 % of total Dollars till date in just one year. All this will certainly cause very high inflation in USA which will ruin the party across the globe. (3) Interest rates are lowest in history - If you consider last few decades, India has not seen such low interest rates. Excess fund availability will further increase inf

Does any one recall the real estate bubble of 1980's in Japan ?  It was an  economic bubble in Japan from 1986  to  1991 in which real estate and stock market prices were greatly inflated. In early 1992, this price bubble burst and Japan's economy stagnated.  Look at the following graph which will make the point clear. But Why are we even referring the same now ? Only because the similar situation has arrived in China right now. What next ? a downward trajectory in Real estate market and subsequently in stock market as well. Believe it or not a stock market crash is coming soon ! Property rates have sky rocketed in china in last 3 decades and have reached to a level where it is no longer affordable for common man to own a house. Apartment rate of 3 of major cities are more than 40 times that of annual gross income of an individual. This is significantly higher that world average. Real estate companies are finding it difficult to find new buyers in a market where there are milli

Sensex is about to touch 50,000 levels. PE ratio of nifty is about to touch 40 level. This highest peak level itself suggest that market is highly overpriced and is bound to correct very soon. please refer following chart. It is highly recommended that and long time investor should stay absolutely away from market right now. There is no by opportunity as such and if at all you have some plan to book profit probably this is the right time before market corrects itself so good luck friends thank you.

  Retail Gian Dmart (Avenue Supermart) has just released Q3 figures and as expected these are superb ! Consolidated result is as follows. Summary of the results is as following. Total Income increased substantially by 42 % & 11 % on QOQ & YOY basis respectively. Gross profit increased by 124 % & 24 % while Net profit/EPS increased by 125 % & 12 % substantially. This stock has already given 10 times return to its IPO subscribers who have hold the stock till date. 10 times return in 3 years , 9 months is simply superb !  As shown above, TTM EPS is 13.80 ( Excluding Q3 figures) & hence PE ratio of Friday closing price is 215 times which probably is highest among major listed companies. This shows faith of investors in this company and its promoter Mr. Radhakishan Damani.  Clikc on following link to go through the pdf file of Q3 as submitted to exchanges. https://www.bseindia.com/xml-data/corpfiling/AttachLive/eb8f954e-2780-4aad-a6d8-85973a32fd16.pdf Thank you. Jai Hind

  Tata Consultancy Services (TCS) has declared its Q3 results today as following. Company has declared third interim dividend of Rs.6 per share with Face value of Rs.1 Record date  is 16th January, 2021 and disbursement date is 3rd February, 2021. Highlights of Q3 is as follows. • Revenue at ~42,015 crore, +4.7% QoQ, +5.4% YoY • Constant Currency revenue growth: +4.1% QoQ, +0.4% YoY • Net Income at '8,701 crore, +3.2% QoQ, +7.3% YoY • Operating Margin at 26.6%; Net Margin at 20.7% • Strong Cash Conversion: Net Cash from Operations at ,11,952 crore I 137.4% of Net Profit • Consolidated headcount: 469,261 I Net addition: 15,721 I Women in the workforce: 36.4% • 366K+ employees trained in new technologies; 444K+ on Agile methods • IT Services attrition rate dips to a new all-time low, at 7.6% LTM • Interim Dividend per share: ~6.00 I Record date 16/01/2021 I Payment date 03/02/2021 Strong Demand Drives TCS Q3 Growth Momentum Strongest Third Qtr Growth in 9 yrs: +4.1% QoQ CC, +4.7% INR

Well, 5th & last stock is actually not a penny stock which has per share with closing price of 42.40 on 6th Jan, 21. However, this seems undervalued with potential to go up for sure. Bhusan Steel became Tata Steel BSL after it's acquisition. This group has still debt but iits revenue is continually improving under new management as follows.  september quarter witnessed highest revenue of 5519.4 crore.  september quarter also witnessed net profit of 328.08 crore after continuous losses in previous quarters. Operating & Net profit margin also is improving and hence I believe this company also should be on your radar.  Jai Hind. 

3i Infotech Ltd  which was established as  ICICI Infotech Ltd  is an  Indian  IT company, started in 1993.  3i Infotech was promoted by  ICICI Bank  but ICICI divested the majority of the shares in March 2002. Since it was started by ICICI, Banking ,Insurance & Asset Managment are the core sectors where they provide their services. They provide ERP and other IT services as well. In 2005, company touched its peak price of 150 + but kept on reducing ever since then specially after 2008 worldwide recession. However, if you look at recent development, this stock is the real hot cake with stock prices daily touching its 5 % upper circuit as following. As shown above, just within a month this stock has been doubled and is increasing in one side upward direction. Even I am trying to grad this stock since last one week but not able to buy a single share.  Reason: Why sudden hype over 3i infotech ? 3i Infotech has entered into definitive agreements to sell its software products business to

 Do you beliver in Miracles/Luck ?  I will start believing in Luck/Miracles the day I will be able to buy this stock. Every single day, I check prices of various companies, without fail, I check price of this company and try my luck placing an order for this stock. Yet, I have not been able to buy this stock. Shares of this company are virtually never available for sale since there is huge gap in its actual value and current market price. Please watch attached video to understand the case better. https://youtu.be/wX01YoGWkCY Latest share price is Rs.14.04 but Book Value/Share is Rs. 347,598, Yes you read it correctly, every single share is worth 3.5 Lakhs Rupees. Its dividend yield also is more than 107% higher than any other listed company in India & probably in the world as well.  However, I am not writting much about this company only because of one reason. If you are not going to buy its share in the first place, what is the point in discussing so much ?  You  must have underst

  Hi Friends. I request you to please watch following video which was my first video on my youtube channel. This will largely explains you why I have ranked this penny stock in this list.  https://www.youtube.com/watch?v=aWefTQH_tgc Once India's Largest Real Estate company, became victim of malpractices of its promoters. Thousands of home buyers who have paid money for their homes are still waiting for their possession. Than why this stock is featuring in this list if past is so tainted. Well, now this company is very much on recovery path as explained in the video. Chandra family is no more in the business and government nominated board is already doing it's job. They will complete Pending projects gradually and later this company may be bought by larger players. Mr. Niranjan Hiranandani is already on the Board !!   Landbank which is possessed by Unitech is enormous & makes it lucrative & hence it is featuring in my list.  No point is comparing it with its

Historically Indians are good bargainers. Aren't we ? we always like to buy at a bargain price. One dollar bill at 50 Cent is always welcome! This is applicable to share/stock market as well. I will share details of 5 companies which according to me are the best buy at cheap price. So, first in my list is Vodafone Idea. Before we start, please go through the following price chart. Before the merger, only Idea was listed on both the stock exchanges while Vodafone was a private limited company. In 2015, when it was at highest price of Rs. 120/share, it has now reached at a level of 11.90 by the end of the day on 5th Jan,2020. But wait a minute, this stock has already outperformed many of the established player as shown in following chart. on 18th Feb,20 it reached at the bottom price of Rs.3 and after almost 11 months, it is at a level of Rs.12. 400 % return in just 11 months. All this happened because of the following positive factors.  (1) As per latest updates, Cash-strap

Following companies are so far the best dividend paying companies of India.    It is advisable to consider few of the above companies considering high dividend yield in your profile. Do your own research before investing.  Thank you.  Jai Hind.  Links not part of this Blog https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india-rec.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india-pfc_3.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india-pfc_3.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india-ioc.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/high-dividend-paying-stocks-in-india_5.html https://sharemarketwithgujjubhai.blogspot.com/2021/01/list-of-highest-dividend-paying.

Hindustan Zinc Limited (HZL) is an Indian mining company which deals in zinc, lead, silver and cadmium. It is a subsidiary of Vedanta Limited.Hindustan Zinc is the world's second largest zinc producer. This company has performed really well even during this tough covid times which is evident in following quarterly results. Company has registered continuos growth in revenue and netprofit despite adverse global business scenario which is really good. Last year's EPS was 16.11 & this year also it is 7.81 in 2 quarters and should match last year's figure. Operating profit margin has consistenly remained above 55 % & Net profit margin has remained around 35 %. PE ratio is still reasonable at 16.48 even during this decade's best bull run which is currently going on. Most important figures here is 6.43% dividend yield. This is the lowest dividend and usually it is significantly higher than this. Government of India is the second largest share holder in this c

Indian Oil corporation Limited or IOCL or IOC is the largest fuel retailer of India as we all know with very well established Fuel, Gas & Lubricants distribution network in place. Fuel & Gas in perticular are businesses with very few players in place with very limited competition. With lot of focus on environmental friendly non fosil fuel now a days, Oil still is the largest supplier of enery and will remains so for at least 2-3 decades. Contribution of non fosil fuel will increase gradually but hunger for energy will also double-triple very soon. So IOC has a Strong Moat which was refered by Great Mr. Warren Buffet. It also has creditial management,Indian Goverment itself being the largest shareholder. so, is IOC a good bet ??? Yes It is according to me. TTM PE is 26.87 while Industry PE is 38.41 so it is available at a discount. secondly, EPS were significantly affected due to corona virus in Q1 & Q2. There will be some what effect in Q3 results as well which are e

Is it possible that you talk about Modern Day Cricket and there is no discussion about Virat Kohli? Least likely. Similary when point of discussion is High Dividend Paying Stocks in India, How can any one forget the Boss who is none other than coal india !! Quick introduction about Coal India as follows. (1) Largest coal producing company in the world. (2) The company contributes app. 82% to the total coal production in India. (3) CIL is owned primarily by the Union Government of India who controls its operations through the Ministry of Coal. With PE ratio of just 6.14 , PB ratio of 2.56 & Dividend yield of 8.87% , this stock still seems lucrative in market which is already perceived as too costly to buy ! Goverment of India is the largest share holder with 66.13 % market share. only 4.69 % is available with small investors/Public. Graphs is suggesting a negative growth over a period of time. However, with opening of coal sector to private sector, Coal India also will