Nipam Capital Private Limited

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. ✔️Prestige Estates Projects Ltd. PEPL currently has INR400b of inventory in ongoing (INR65b) and upcoming (INR335b) residential projects, thus, providing visibility for only the next three years. ✔️Maruti Suzuki India Ltd. Maruti could emerge as the biggest beneficiary of a demand recovery in the post-COVID period, considering its stronghold in the entry-level segment and a favorable product lifecycle, which augurs well for its market share and margins. Launches like the Brezza and Grand Vitara are seeing a good customer pull. ✔️IndusInd Bank Ltd. IndusInd Bank reported a vital business update for Q3FY23. Management is confident of 20% loan growth in FY23E and a margin in the range of 4.15 to 4.25%, while credit cost should moderate to 120-150bp in FY23E. ✔️Hindustan Unilever Ltd. HUL continues to strengthen its key drivers, including the use of technology, focus on decentralization & localized strategies, recognizing trends early and funneling cost savings which has led to positive earnings momentum. ✔️Castrol India Ltd. Castrol, being one of the leading lubricant players, is likely to benefit from auto/industrial demand recovery. It is venturing into new areas such as Castrol Auto Service. Its tie-ups with Jio-BP (which will require CAPEX) will help it gain market share. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: https://bit.ly/MOInvestorApp-FBResearch360 app: https://bit.ly/Research360App_FB🔗 Disclaimer: http://ow.ly/63nS50Lqple☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. ✔️APL Apollo Tubes Ltd. - The company has consistently displayed robust execution capabilities since its inception. - It has been possible with the following: a) a robust asset base and b) top management’s active involvement across all stages ✔️Axis Bank Ltd. - Axis Bank has progressed well over the past few years and has strengthened its balance sheet by making it granular, increasing the mix of retail loans - Loan growth is witnessing a healthy recovery with 14-18% growth over the past four quarters, driven by retail loans. ✔️Tube Investments of India Ltd Ltd. - Tube Investment will likely benefit from solid growth in core business and ramp-up - The traction in revenue is expected to continue, led by a recovery in underlying Auto volumes, though exports may be subdued soon ✔️KNR Constructions Ltd. The earnings momentum of APAT would continue with: a) growing demand across segments, b) the introduction of Apollo Mart, and ✔️Poonawalla Fincorp Ltd. - Poonawalla Fincorp has a huge market opportunity, given its focus on consumer and small business finance. - It has a lean branch network and AUM of Rs.132b (Sep’22). - Post-acquisition of Magma Fincorp, the Poonawalla group has strengthened its leadership team, accompanied by a reorientation of the customer mix, realignment of the product suite and implementation of stringent credit policies. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app: http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. ✔️PI Industries Ltd. - PI has strong levers in place to maintain its growth momentum, led by a healthy order book in the CSM business and product launches in the domestic market - It aims to commercialize seven new molecules in the CSM business and launch seven new products in the domestic business in FY23 ✔️Birla Corporation Ltd. - We are optimistic about the cement industry dynamics for the next few years, given better demand prospects led by the infrastructure and housing sector, - increased consolidation in the industry, and - regulatory changes in the allotment of limestone blocks ✔️Tube Investments of India Ltd Ltd. - Tube Investment will likely benefit from solid growth in core business and ramp-up - The traction in revenue is expected to continue, led by a recovery in underlying Auto volumes, though exports may be subdued soon ✔️Apollo Hospitals Enterprises Ltd. - A favorable case mix and increasing occupancy driving better prospects for Healthcare Services - A strong franchise in the Pharmacy space, with healthy store additions, - And ongoing investments to enhance its franchise under Apollo 24/7 ✔️HDFC Bank Ltd. - Business growth remained healthy, led by strong traction in Commercial and Rural Banking as well as Corporate book, while Retail too grew strongly Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app: http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #marketanalysis #expertadvice

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. ✔️VRL Logistics Ltd. - The company is not looking to increase freight rates as it focuses on gaining volumes and market share. - They are working towards adding more branches in untapped regions. ✔️SBI Life Insurance Company Ltd. - SBI Life is the market leader with an individually rated premium market share of ~24% in 1st half of FY23 among private players. - All distribution channels continue to see a rise in productivity, resulting in a better cost ratio, and the company continues to maintain its cost leadership position. ✔️IndusInd Bank Ltd. - Management is confident of 20% loan growth in FY23, along with a margin in the range of 4.15 to 4.25% - The rising interest rate is likely to drive yields which, along with a pick up in loan growth, will likely to support margin. ✔️J. K. Cement Ltd. - JK Cement plans to expand its presence in Central India by setting up an integrated plant in Madhya Pradesh and a split grinding unit in Uttar Pradesh. - The company is increasing its grey cement capacity by 27% to 18.7mtpa by FY23-end, driving a CAGR of 11% in grey cement volume over FY22-25. ✔️Bharat Forge Ltd. - It sees good potential in exports, as Garuda 105mm gun is currently being tested in the US. - With a large part of investments already done, Bharat Forge is entering into the era of harvesting from the era of investing. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app: http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #expertadvice

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. Here are some recommended Top Stocks of the week 📊📑 that you should consider for investing. ✔️ Manappuram Finance • The company is focusing on profitability over growth in the gold loan segment by bringing down the exposure of the low-yield portfolio, which currently stands at 25%. • Management indicated adding middle-yield products, resulting in yields of 21% for a Gold loan. ✔️ Lemon Tree Hotels Ltd. • It is expected to witness strong growth, led by; 1) buoyant demand during the wedding season, 2) improving traction in corporate travel, 3) increase in inbound travel, and ✔️ KNR Constructions Ltd. • its order book currently stands at ~INR80b (excluding one HAM project worth INR7.6b), providing decent revenue visibility with OB/Sales at 2.5x. • The order pipeline is strong, with the company expecting INR30-40b of new project wins in FY23. ✔️ State Bank of India • Loan growth remains healthy, led by Retail loans and pick-up in the corporate segment. We expect this momentum to stay robust with 14-16% growth in FY23 ✔️ Apollo Tyres Ltd. • Brent crude price has corrected almost 20% in the last one month from $98/bbl to below $80/bbl. • APTY is well placed, with a strong competitive positioning as well as ready capacities to benefit from this strong recovery. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: http://ow.ly/NbPi50GqIWaResearch360 app: http://ow.ly/Z0uN50KFnsm. 🔗 Disclaimer: http://ow.ly/O7en50JjfL1 ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #stockanalysis #marketanalysis #expertadvice

Here are some recommended Top Stocks of the week 📊📑 that you should consider for investing. ✔️ Titan Company Ltd. • Titan has a strong runway for growth, given its market share of sub-10% in Jewellery • The company is targeting 2.5x of FY22 sales by FY27 in jewellery business • The management indicated a healthy 17-19% growth in festive season demand across its key businesses in Oct’22 ✔️ Ashok Leyland Ltd. • Focus on expanding and creating new profit/revenue pools is likely to de-risk the business • Good demand and softening commodity prices should drive a strong recovery in its financial performance. ✔️ IDFC First Bank • Entering a phase of strong loan growth as the drag from wholesale book moderates • It has scaled up retail deposits (CASA/retail TD) at a robust 73% CAGR over FY19-22 with a solid CASA mix of 51%. ✔️ ITC Ltd. We are positive on ITC fuelled by a) Better-than-expected demand recovery and a healthy margin outlook in Cigarettes b) Healthy sales momentum in the FMCG business ✔️Indian Hotels Company Ltd. • Company has opened nine hotels during 1HFY23, and nine more are expected to open during 2HFY23 (five of them to be from ginger) • Strong wedding season, increase in inbound travel, the company will turn PAT positive in FY23 with estimated earnings of Rs.761 crores Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. ⬇️Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app : http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple ▶️ Share our post with your friends if you found it informative. ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #bullish #chooserightstocks #investmentadvice #stockratings #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stocktobuy #marketupdates #stockmarketindia #bse #nse #bullish #chooserightstocks #stockratings #stockanalysis #marketanalysis #expertadvice

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. Here are some recommended Top Stocks of the week 📊📑 that you should consider for investing. ✔️ NMDC Ltd. • NMDC would also benefit from the recent rollback of export duty on steel and pallets • NMDC is the biggest beneficiary from the rollback of the duties, which will help the company raise volumes ✔️ Multi Commodity Exchange of India Ltd. • Gold spot exchange and electricity Futures would drive volumes in the longer term • Strongly recommend MCX for its near-monopoly in the Indian Commodity Exchange segment with a market share of 92%. ✔️ Dalmia Bharat Ltd. • Dalmia Bharat aims to grow at 1.5x of the industry volume growth. • Renewable power share is likely to increase to 35% by FY25 from 24%. ✔️ Cyient Ltd. • Management has maintained its organic revenue growth guidance of 13-15% in CC terms in FY23. • Strong deal pipeline and order book should support Cyient’s growth trajectory for FY23. ✔️ HDFC Bank Ltd. • Business growth remained healthy, led by strong traction in Commercial and Rural Banking as well as Corporate book, while Retail grew strongly. • Bank's asset quality ratios remained robust and witnessed a sequential decline led by healthy recoveries and upgrades. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. 👇 Download the apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app : http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple ▶️ Share our post with your friends if you found it informative. ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #weeklyupdate #bse #nse #bullish #chooserightstocks #investmentadvice #stockratings #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #weeklyupdate #bse #nse #bullish #chooserightstocks #stockratings #stockanalysis #marketanalysis #expertadvice

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. Here are some recommended Top Stocks of the week 📊📑 that you should consider for investing. ✔️Brigade Enterprises Ltd. • Targeting to launch plotted development projects in 3QFY23, these projects have a cumulative Gross Development Value of INR 3500-4000cr • Intents to fully lease out its commercial assets by FY23, leading to a 19% YoY increase in rental income ✔️ Sun Pharmaceutical Industries • Increased prescription base for the Specialty portfolio • Robust franchise building in Branded Generics • Niche ANDA pipeline awaiting approval • Controlled cost ✔️ Mahindra and Mahindra M&M’s reorientation of its SUV business to maintain its DNA and brand positioning has led to: • Revival in its fortunes • Strong momentum in demand for its SUVs ✔️ Axis Bank Ltd. • Retail business has strengthened, with its share improving to 58% • Focus remains on the three core areas of instilling a performance culture, strengthening and it's core. ✔️ Ceat Ltd • Cyclical recovery in OEMs and stable replacement demand will enable faster absorption of new capacities and drive the benefit of operating leverage. • Softening RM prices, would help a partial recovery in margins. Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app : http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple ▶️ Share our post with your friends if you found it informative. ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #marketupdates #weeklyupdate #stockmarketindia #bse #nse #bullish #chooserightstocks #investmentadvice #stockratings #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #marketupdates #weeklyupdate #stockmarketindia #bse #nse #bullish #chooserightstocks #stockratings #stockanalysis #marketanalysis #expertadvice

Buying the ✔️right stock with proper market analysis and expert advice can help investors to invest in the best company. Here are some recommended Top Stocks of the week 📊📑 that you should consider for investing. ✔️Coal India Ltd. a) Driven by strength in the E-auction premiums b) Reported yet another quarter of strong, albeit inline, performance. ✔️ Trent Trent’s industry-leading revenue growth is majorly driven by the following: a) Healthy Like to Like (LTL) sales growth and productivity b) Robust footprint additions c) Zudio’s strong value proposition. ✔️ Federal Bank. a) Liability franchise remains strong, with a retail deposit mix at 93% b) Headline asset quality ratio saw a sharp improvement, led by healthy recoveries and upgrades and controlled slippages ✔️ HCL Technologies Ltd. a) HCLT is to emerge more assertive on the back of an expected increase in enterprise demand for IMS and Digital space, strategic partnership and investments in the Cloud. b) Strong growth guidance and margin performance (despite wage hikes) in a demand-constrained environment ✔️ Jindal Steel & Power Ltd. a) JSP’s focused approach to leverage and capacity expansion will augur well. b) JSP will benefit from lower coal costs in 3QFY23 as well as its improved ASP v/s competition Which of these stocks do you have in your portfolio? Let us know in the comments 💬 section. Download the 👇 apps now! MO Investor app: http://ow.ly/huk250LqplcResearch360 app : http://ow.ly/Cup350Lqplf🔗 Disclaimer: http://ow.ly/63nS50Lqple ▶️ Share our post with your friends if you found it informative. ☑️Follow us for well-researched stock performance and key highlights. #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #marketupdates #weeklyupdate #stockmarketindia #bse #nse #bullish #chooserightstocks #investmentadvice #stockratings #stockanalysis #marketanalysis #expertadvice #MotilalOswal #topstocks #topstocksoftheweek #stockrecommendations #investmentadvice #investment #stockmarkets #stockupdates #stocktobuy #marketupdates #weeklyupdate #stockmarketindia #bse #nse #bullish #chooserightstocks #stockratings #stockanalysis #marketanalysis #expertadvice