Wednesday, 23 October 2024

INTRINSIC VALUE 5x FROM CURRENT PRICE - TATA CHEMICALS LIMITED CMP Rs.1150/1200 (POTENTIAL TO BE 5X EASILY FROM HERE)

 

#TATA CHEMICALS LIMITED

TATA CHEMICALS CMP Rs.1150/1200

INTRINSIC VALUE PER SHARE 5500/6000+


RATIONAL WHY WE SAYING ITS INTRINSIC VALUE 5500/6000 PER SHARE

1) TATA SON LISTED INVESTMENTS VALUE 16 LAC CRORES 
TATA CHEMICALS OWN 2.5% OF TATA SON WHICH WORTH 40000 CRORES 
+ UNLISTED INVESTMENTS OF TATA SON WORTH 4 LAC CRORES INCLUDES STEEL , AUTO , CONSUMER INVESTMENTS 

TATA CHEMICALS INVESTMENT IN TATA SON COMES 45000 CRORE

+

2) TATA CHEMICALS OWN HUGE CHEMICAL BUSINESS + FERTILISER + SODA ASH BUSINESS THEY ARE WORLD TOP 3 PLAYER + LITHIUM + NEW AGE ADVANCED CHEMICALS BUSINESS  TODAYS REPLACEMENT COST 
NET COMES 75000-90000 CRORES

+

3) TATA CHEMICALS GROUP INVESTMENTS IN OTHER LISTED AND UNLISTED COMPANIES + LAND BANK 
WORTH 15000-20000 CRORE 

+

4) TATA CHEMICALS HAVE 22000 CRORE RESERVES IN BOOKS 


TOTAL VALUE OF INVESTMENTS + BUSINESS VALUE + RESERVES 
COMES 157000 - 177000 CRORES

CURRENT MCAP JUST 30000 CRORES



HUGE VALUATION GAP

MUST STUDY IT DEEPLY

TATA CHEMICALS NEXT TRENT IN MAKING IN 2025 

EVEN TATA SON IPO WHICH IS EXPECTED IN 2025 IF COMES OR NOT BUT VALUE OF PER SHARE REMAINS SAME 5500 TO 6000 PER SHARE

JAI SHREE SHYAM 




Monday, 19 August 2024

NEXT MRF IN MAKING JOHN COCKERILL (HYDROGEN + ENGENERING + DEFENSE PLAY)



NEXT MRF IN MAKING JOHN COCKERILL (HYDROGEN + ENGENERING + DEFENSE PLAY) 





John Cockerill is indeed considered one of the largest players in the electrolyzer market globally. Electrolyzers are devices that split water into hydrogen and oxygen using electricity, and John Cockerill is a leading manufacturer of these devices.

With their expertise and technology, they have become a key player in the hydrogen industry, providing electrolysers for various applications such as:

- Power-to-X (P2X)
- Industrial processes
- Renewable energy storage
- Mobility and transportation

Their electrolysers are designed to be efficient, scalable, and reliable, making them a preferred choice for many customers worldwide. John Cockerill's position as a leading electrolyzer manufacturer is a testament to their innovation and commitment to the hydrogen economy.





John Cockerill is also a significant player in the defense industry, providing a range of products and services for military applications. They have a long history of supplying equipment and solutions to armed forces around the world.

Some of their defense-related products and services include:

- Weapon systems: tank turrets, cannons, and ammunition handling systems
- Military vehicles: upgrade and modernization of armored vehicles
- Protection systems: armor solutions for vehicles and personnel
- Robotics and autonomous systems: unmanned ground vehicles (UGVs) and explosive ordnance disposal (EOD) robots

John Cockerill's defense business is built on their expertise in areas like mechanical engineering, electronics, and software development. They work closely with military customers to design, develop, and deliver tailored solutions that meet their specific needs.

As a leading defense player, John Cockerill has a strong presence in the global market, with customers in Europe, the Middle East, Asia, and beyond. Their reputation for quality, reliability, and innovation has made them a trusted partner for many military forces.







 
JAI SHREE SHYAM 

WE FEEL JOHN COCKERILL HAVE POTETIAL TO BE NEXT MRF BY 2030

FUTURE IS HYDROGEN 




Thursday, 25 July 2024

INVESTMENT OPPURTUNITY IN GIANT INVESTOR - NALWA SONS INVESTMENTS LIMITED (EASILY DOUBLER CANDIDATE)




NALWA SONS INVESTMENT LIMITED 

CMP Rs.4500

BOOK VALUE Rs.24512 PER SHARE

MCAP 2256 CRORE

NET WORTH 15000-16000 CRORE 


WE EXPECT NALWA SON NEXT 5 DIGIT STOCK SOON 

STUDY IT 

JAI
 SHREE SHYAM







TIME TO INVEST IN GIANT INVESTOR #NALWA SONS INVESTMENT LIMITED REASON HOLDS HUGE LAND BANK ONCE THEY MONITISE ANY LAND PARCEL WILL FETCH HUGE RETURNS TO NALWA SHAREHOLDERS


HUGE INVESTMENTS IN EQUITY, BONDS, REAL ESTATE 






 

Friday, 28 June 2024

STUDY #AWHCL (ANTONY WASTE HANDLING CELL LIMITED) FUTURE BUSINESS - WASTE MANAGEMENT - MULTI BILLION $ MARKET



 #AWHCL (ANTONY WASTE HANDLING CELL LIMITED) FUTURE BUSINESS - WASTE MANAGEMENT - MULTI BILLION $ MARKET




AWHCL drives a strong feeling of purpose.

Company primary objective is to serve Indian Municipal Corporations and address the critical challenge of Municipal Solid Waste (MSW) management




https://www.youtube.com/shorts/f99H0yNMS04





AWHCL committed to embracing circularity, optimizing resource extraction from waste, and fostering a more sustainable approach to utilizing resource.


AWHCL actively engaged in converting municipal waste into green energy, a crucial initiative that not only addresses waste management but also plays a vital role in fostering a more sustainable energy environment


Enhance urban cleanliness with cutting-edge mechanical sweeping technology.

At the core of our operations lies our commitment to the principles of sustainability.

FUTURE SECTORS
ALL STOCKS HAVE POTENTIAL TO BE LARGECAPS 


#HYDROGEN - EKC LIMITED

#SOLAR - WAAREE ENERGIES

# ELECTRONICS MANUFACTURING - OPTIEMUS INFRACOM LIMITED 

#WASTE MANAGEMENT- AWHCL

#EV- AMARAJA BATTERY

#SPECIALITY MATERIAL - VEDANTA , HIND COPPER , NATIONAL ALUMINIUM , TATA CHEMICALS

#AI - KELLTON TECH

#HOUSING FINANCE - LIC HOUSING FINANCE



JAI SHREE SHYAM >>>>>>>>


Tuesday, 13 February 2024

5 STOCKS TO INVEST FOR 10 TO 25X RETURN -VERY STRONG FUNDAMENTALS

 #WAAREE ENERGIES LIMITED (AVIALABLE UNLISTED ..... IPO ON CARDS SOLAR GIANT)



#OPTIEMUS INFRACOM LIMITED ( LARGEST SMARTPHONE MOBILE MANUFACTURER + MOBILE ACCESSORIES + EV PLAY)



#EKC (HYDROGEN STORAGE PLAYER ALREADY DOUBLED FROM MY RECOMMENDED PRICE OF 77 NOW 162+ HOLD FREE SHARES LIFETIME)



#VISHAL FABRICS (ONE OF THE LARGEST TEXTILE GIANT AVAILABE AT THROW AWAY VALUATIONS CAN HIT CENTURY SOON ...... HOLD TIGHTLY STRONG BUY)



#PARAG MILK (STRONG FMCG PLAYER WE ALL USE ITS PRODUCTS )






JAI SHREE SHYAM

 ALL STOCKS HAVE HUGE POTENTIAL TO FETCH SOLID RETURNS