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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  sumanspeaks.blogspot.com Travel & Hospitality · Turnaround Watch Easy Trip Planners At ₹5.78: The Hotel Business Is Growing Faster Than The Old Business Is Shrinking Near its 52-week low, EaseMyTrip is quietly turning into a different company than the one that listed in 2021 — and the next few quarters will decide whether that transformation shows up in the profit line. Easy Trip Planners Ltd trades around ₹5.78, with a market capitalisation of approximately ₹2,300 crore. That is close to its 52-week low of ₹5.74. At first glance, that looks like a stock the market has simply given up on. Look closer, and a more interesting picture emerges. The balance sheet is clean. Revenue is still growing. And one part of the business — hotels and holiday packa...
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Winning Strokes

The Indian bourses are on a roll today. The BSE Sensex is seen trading at 60,351.68 up 607.03 points (+1.02%), while the Nifty was last seen at 17,989.45 up 176.75 points (+0.99%). The optimism surrounding the upcoming union budget is likely to keep the sentiments buoyant. Photo: Zee News

#My recommended A2Z Infra Engineering Ltd (Rs.12.50) hit another buyer Freeze, piggybacking on the EV story.

#The stock of Den Networks Ltd (Rs.44.10) today made a high of Rs.45.15. This debt free Mukhesh Ambani group company, should give decent returns over a period. Hold.

#Buy UCO Bank Ltd at Rs.13.45, for targets of Rs.19/21. Meanwhile, there were media reports that the government of India has proposed to recapitalize public sector banks (PSBs) which have emerged from the Reserve Bank of India’s (RBI’s) prompt corrective action (PCA) framework and may need additional funds to strengthen their books. It would be pertinent to mention here that the finance ministry in all probability will finalize the last round of capital infusion for PSBs early next year and will look into the requirements of each bank, especially weak ones that are still under PCA or have recently been out. The budget for FY22 had allocated ₹20,000 crore for bank recapitalization, but a large part of it is yet to be disbursed. It is expected to be released in Q4.

#The stock of Shriram EPC Ltd (Rs.11.15) went for a routine correction today, after a long run up. The new promoters are likely to bring in an open offer to acquire stake. Accumulate on declines. Also, FERA companies generally command high valuations. 

#The stock of Marshall Machines Ltd today made a high of Rs.43.60. This is a new age company, and its technology can be used in the making of EVs. Hold.

#The stock of RBL Bank Ltd (Rs.139) today made a high of Rs.140.80. I'm bullish on the banking sector, since any improvement in economy will have a direct positive bearing on the Sector. We can look for targets of Rs.191/196, in the coming weeks. Hold.

#The stock of BF Utilities Ltd (Rs.406) today made a high of Rs.411.45. We can look for targets of Rs.441/472 in the coming days. Hold.

#The stock of Bombay Rayon and Fashions Ltd (Rs.8.70) is on a steady upmove. Accumulate the shares for targets above Rs.50. The company is doing fine, after capital Infusion and from the next fiscal we may start to see positive financials. 

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