The Sensex will hit between 34444 and 33111 in the new week

(Gujarat News Correspondent) Mumbai, Ta. 13 June 2020, Saturday

While the global corona epidemic is not going to stop, there are renewed concerns in the global economy and markets that there are now alarming predictions that another wave of the corona virus could prove more deadly. With the World Bank and OECD estimates that global economic growth will be extremely weak this year, as well as weak estimates for India, including Standard & Poor's, Moody's, it is certain that the next time will be very challenging for corporate India. However, given the alarming increase in the number of corona cases in the first wave, experts predict that the second wave will see the economy deteriorate further in the event of a more catastrophic fall. The government has signaled that the situation is dire with the release of industrial production figures for April 2018, a record decline of 7.5 per cent and a decline of 2.7 per cent in manufacturing. Inflation is also projected to rise in April 2020. It will keep an eye on the wholesale inflation figure to be released on June 15. With this, the corporate results will now look at the results of Tata Motors on June 12, 2020 and Hindustan Petroleum Corporation on June 12, 2018. On the global front, China's industrial production figures for May 2020 will be released on June 19, 2020 and US industrial production figures will be released on June 15. Among these factors, the Sensex is likely to hit between 7 and 8111 next week and the Nifty between 1013 and 9.

Dark Horse (1): Dynamic Technologies Ltd.

BSE (303), NSE (DYNAMATECH) listed, Rs.10 paid-up, established in year 12, ISO 45001, AS9100-2016 (AEROSPACE-DIVISION A), AS9100-2016 (AEROSPACE-DIVISION B), ASER100-2016 -AEROTROPOLIS), ISO 14001-2015 (AEROSPACE), ISO 9001-2015 (HYDRAULICS), ISO / IEC 27001-2013 CERTIFIED DYNAMIC TECHNOLOGIES LIMITED (DYNAMATIC TECHNOLOGIES LTD.) Engaged in the manufacturing of Mission Critical Products. The company is vertically integrated with its own alloy production and casting capabilities as well as self-contained green NGE sources. The company currently has designs, as well as manufactures of high engineered products for automotive, aeronautical, hydraulic and defense applications in Bangalore, Chennai, Coimbatore, Nashik in India and abroad in the United Kingdom (Sweden, Bristol) and Germany. The company serves customers in 7 continents in India and Europe with futuristic design, engineering and manufacturing. From a small domestic manufacturer of high precision parts for tractors and passenger cars, today the company has become one of the world's most reputable suppliers of global engineered products. The company has accounted for 8% of total sales in FY18, up from 8% a decade ago. The automotive segment accounts for 9 per cent of the company's total sales, the aerospace segment 31 per cent and hydraulics 4 per cent. The company is a leader in most of its business segments.

Aerospace:

Dynamic Technologies is a pioneer and pioneer in the manufacturing of high precision airframe structures and aerospace components in the private sector. The company is a tier one supplier to global aerospace OEMs such as Airbus, Boeing, Bell Helicopters and HAL. The company is also a manufacturer of High Precision, Complex Metallurgical Ferrous and Aluminum Castings for Performance Critical Components. Dynamic is the sole supplier worldwide for Airbus A312, A313, A20 and A31 flap-track-beam assemblies. The company has delivered 100 of the Airbus A20 flap-track-beam assemblies to the aircraft shipset. The company has continued its successful manufacturing program for Boeing Defense Systems, including the main pylon and ramp for the CH-3 Chinook and the global sole supplier of power and mission cabinets for the P-3 Poseidon. The company has signed a five-year contract extension for the Chinook program. The Bell 203 is the world's best-selling helicopter. Dynamic Technologies has contracted Major Airframe Assemblies' Singus Source Supplier for the Life of Program for Bell 202 helicopters. The company has entered into a strategic partnership agreement with Hindustan Aeronautics Limited (HUL) for the manufacture of drones in a joint venture with Israel Aerospace Industries at DefExpo 2020.

Defense:

Dynamic Technologies has R&D capabilities with the capability to build cutting edge security solutions from the Scientific and Industrial Research Department (DSIR) to counter modern day security fears. Which designs and builds unmanned aerial, unmanned and manned ground ISR (intelligence surveillance and reconnaissance) platforms for military and paramilitary. Dynamic has a partnership with Israeli company Carmore to manufacture armored vehicles and other military vehicles for NATO and the United Nations under the Make in India initiative. The company has partnered for Mars-S8 for border management and physical security systems. The company has been a major partner in India's defense manufacturing. Following the success of the Sukhoi-20 MKI product, the company has been a strong participant production for the main fuselage for HAL's Tejas Light Combat Aircraft.

Hydraulic and other engineering products:

The company is one of the world's largest manufacturers of hydraulic gear pumps and automotive turbochargers and has been a leader in hydraulic gear pumps for the last 3 years. The company has a 4% share of India's organized tractor market and supplies most of the original equipment manufacturers in India. The company is working with customers to develop other hydraulic products such as valves, rock-shaft assemblies and power steering pumps. The company has a 5 per cent market share in India for the production of agri tractors for pumps and a 5 per cent share in global agri tractor production.

Automotive and Metallurgy:

The company manufactures high quality ferrous automotive components for global automotive OEMs for highway, off-highway and technology oriented applications. The company owns one of the finest automotive foundries in the world and currently produces complex castings for BMW, Audi, Daimler, Porch and Maserati. The company has been able to successfully convert some of its automotive forging capabilities into aerospace-grade casting and forging capabilities. The company has successfully digitized more than 2000 detail parts with its industrialization program.

List of leading customers:

John Deere USA, John Deer Mexico, Alexander Dennis UK, Mahindra & Mahindra, TMTL, AGICO, Escorts, Atlas Copco, Teffe, VST, HAL, SEM, KAM , S, MTPF including DLW. The company's list of major customers in automotive includes Volkswagen-Germany, BMW-Austria, Mann-Germany, Hyundai Motors-India, Daimler-India, Chassis Brakes International, Haldex-India, Turbo Ngia, TVS Sundamno, .

The company approved a capital reduction by the board of subsidiary JKM Ferrotech on February 11, 2020, and undertook an impairment analysis of direct and indirect investments in the subsidiary to raise Rs 15.61 crore and Rs. Which was included in the third quarter standalone result under the extraordinary item. He clarified that this loss had no effect on the consolidated outcome as it was related to the consolidated subsidiary. Other units with Parent include JKM Research Farm Ltd.-India, JKM Global PTE Ltd.-Singapore, Dynamic Ltd.-UK, Yew Tree Investment Ltd.-UK, Dynamic U.S. LLC, JKMirla Automotive Ltd.-India, JKM Irla Holdings-Germany, JKM Automotive India, Azenwork Irla-Germany and JKM Ferrotech Ltd.-India.

Financial Outcome:

(1) Full year April 2016 to March 2018:

With a net income of Rs 1,200 crore, the company posted a net profit of Rs 31.15 crore and earned Rs 2.15 crore per share.

(3) Third Quarter October to December 2018:

Net earnings fell to Rs 206.05 crore from Rs 4.5 crore, net profit rose to Rs 12.5 crore from Rs 2.50 crore, earnings per share rose to Rs 30.15 from Rs 4.5 crore. Have done.

(9) Nine months April 2016 to December 2018:

On a consolidated basis, the net profit rose to Rs 2,002.5 crore from Rs 21.81 crore, bringing the net profit to Rs 4.5 crore, up from Rs 4.81 crore for the previous nine months.

(2) Expected full year April 2018 to March 2020:

Out of the expected net income of Rs 15 crore, the net profit is expected to be Rs 4.5 crore and the earnings per share is expected to be Rs 2.08.

(2) Expected full year April 2020 to March 2021:

Earnings per share is expected to be Rs 4.01 with a net profit of Rs 5 crore out of the expected net income of Rs 15 crore.

(2) Valuation: B:

Among the multinational companies in the engineering industry, the P / E of Canametal India 31, GMM Fodler 3 and Dinora 2 are expected to earn P / EA of Rs 4.5 crore against the expected earnings for the year 2018-90 and P / E of P / E in the year 2020-21. , Available on BSE at a price of Rs.

Dark Horse (2): Mr. Renuka Sugars Ltd.

Shree Renuka Sugars Ltd. is a global agri businesses and bio-ng: corporation, with BSE (30), NSE (RENUKA) listed, Rs. 1 paid-up, promoter Wilmer Sugar Holdings PTE Ltd. holding 7.5 per cent. Is. The company is one of the largest sugar manufacturers in the world and one of the leading sugar manufacturers in India and one of the largest sugar refiners in the world. The company has seven integrated sugar mills and two port based refineries in India. The company has a combined capacity of 2.1 million metric tonnes per day or 3,000 crushing units per day in seven sugar mills in India and 1.6 million tonnes per annum in two port-based sugar refineries. In ethanol, the company produces petrol-grade fuel-grade ethanol that can be blended with petrol, with a distillery capacity of 20 klpd (20 klpd molasses to ethanol and 300 klpd rectified spirits ethanol to 100 knk per cent of the company's KBK). , Ethanol and Bio-Fuel Plant Solutions. The power company generates electricity from Bagase (sugarcane pulp) and sells it to the state grid in India, with a total generating capacity of 5 MW with an export surplus of 15 MW.

Financial Outcome:

(1) Full year April 2016 to March 2018:

Net income fell to Rs 3.50 crore from Rs 2.50 crore, with a net loss of Rs 31.50 crore and a negative earnings per share of Rs 1.5.

(9) Nine months April 2016 to December 2018:

Having earned a net income of Rs 2.50 crore, it has registered a net loss of Rs 2.50 crore and a negative income of Rs 4 per share.

(2) Expected full year April 2018 to March 2020:

It is estimated that the net loss will be Rs 4.5 crore and the net earnings per share will be negative at Rs 4.05.

(2) Expected full year April 2020 to March 2021:

The net income is expected to be Rs 5 crore and the net profit is expected to be Rs 2 crore.

The company's first three quarters of the financial year 2018-20 have incurred interest expenses of Rs 15 crore in the June 2017 quarter, Rs 114 crore in the last quarter of September 2017 and Rs 114 crore in the end quarter of December 2017. Wilmer, a foreign promoter, has a 7.3 per cent stake in the company. Which can make the company debt free by making a big investment in the company in the near future. The company (1) has options to make sugar or produce ethanol due to the central government's ethanol policy. (2) The company's reputable sulfur free sweet brand sugar is sold at a premium price of 10% more than other sugars in the market. Which has emerged as the number one brand. (3) The Central Government had increased the Minimum Support Price (MSP) of sugar from Rs. 5 to Rs. 31, which is likely to go up to Rs. The central government is providing buffer subsidy and export subsidy as well as soft loans. The benefits are expected in the March 2020 quarterly results. So the company is likely to show turnaround operations from here. જે કંપનીનો શેર અત્યારે એનએસઈ, બીએસઈ પર રૂ.૭.૪૪ ભાવે નાણાકીય વર્ષ ૨૦૨૦-૨૧ની અપેક્ષિત કમાણી સામે ૩.૭૨ના પી/ઈએ ઉપલબ્ધ છે. જે રૂ.૧૦ના ટાર્ગેટે ધ્યાનમાં લઈ શકાય.

ડાર્ક હોર્સ તરીકે કરાયેલી શેરોની ભલામણમાં ફેરફાર

(૧) આશાહી સોંગવોન કલર્સ લિ. : SELL

ગત સપ્તાહમાં અહીંથી કોસ્મો ફિલ્મ્સ લિમિટેડને વેચવાની ભલામણ કરાઈ હતી, જે સ્ક્રિપમાં રૂ.૧ લાખનું રોકાણ ભલામણ ભાવે કર્યું હોય એમને રૂ.૩૬૫૦૦ લાભ થયા સાથે એ વેચવાની ભલામણ કરાઈ હતી. હવે અહીંથી અશાહી સોંગવોન કલર્સમાં જો રૂ.૧લાખનું રોકાણ કર્યું હોય તો એમાં રૂ.૩૪૫૦૦ની નુકશાની થયાની ગણતરીએ અહીંથી વેચવાની ભલામણ કરવામાં આવે છે. જે શેર ૧૭,જાન્યુઆરી ૨૦૨૦ના રૂ.૧૬૩.૫૫ ભાવે ખરીદવા ભલામણ કરાઈહતી. જેનો અત્યારે ભાવ રૂ.૧૦૭.૦૫ છે.

મનોજ શાહ : રીસર્ચ એનાલિસ્ટ(SEBI REG. NO. INH000000107)

લેખક સેબી રજીસ્ટર્ડ રીસર્ચ એનાલિસ્ટ છે : ડિસ્કલોઝર કમ(વાચકોએ ખાસ નોંધ લેવી) ચેતવણી : (૧)લેખક ઉપરોકત કંપનીઓના શેરોમાં કોઈ રોકાણ ધરાવતા નથી. (૨) રીચર્સ માટેના અમારા સ્રોત જેમ કે બ્રોકિંગ હાઉસ, પ્રમોટર વ્યુઝ, વ્યકિતગત રીસર્ચ એનાલિસ્ટ, પોર્ટફોલિયો મેનેજમેન્ટ અથવા તેમની ટીમનું સીધું અથવા આડકતર ું હિત હોઈ શકે છે. (૩) રીચર્સના ભાવથી ૨૦ ટકા સ્ટોપ લોસ ખાસ કરીને જાળવવો, તે સલાહ અને ચેતવણી છે. (૪) વેલ્યુએશન H, BB, BBB, ટોપ ગેઈનર્સ આ બધી શકયતાઓ છે, તેથી લલચાઈને રોકાણ કરવું નહીં. (૫) સામાન્ય રીતે દર ૧૦ સ્ક્રીપમાંથી ૬ સ્ક્રીપ સાચી અને ચાર-૪ સ્ક્રીપ ખોટી પડે તે પ્રકારનું રીસર્ચ ઉત્તમ હોય છે. (૬) ફીડબેક ઈ-મેઈલ : arjuneyems@gmail.comમાં જે જવાબો આપવામાં આવે છે, તેને પણ ઉપરોકત બધા પોઈન્ટ-મુદ્દાઓ લાગુ પડે છે. (૭) વાચક વર્ગ, રોકાણકાર વર્ગે પોતાના વ્યક્તિગત નિર્ણય વ્યક્તિગત જોખમે લેવા. ગુજરાત સમાચારના લેખક, તંત્રી અને કોઈપણ વ્યકિત તમારી નુકશાની માટે જવાબદાર રહેશે નહીં. તેથી શેરબજારના રિસ્ક-જોખમને ઓળખીને રોકાણ કરવું.