Add value stocks
End of the day Elections over. All three states BJP leading. Wait and watch. Today’s expiry is last on weekly basis. We hold our targets intact. We will suggest try to buy only stock which have announced outstanding numbers and they are M K EXIM, INTEGRA ENGG, HINDUSTAN TIN, RIBA, VIPUL Organics ( cum rights), GTV with 2 hydro projects and Shetron RDB packaging giants. Latest study is released is TIN companies will be the largest beneficiary of semiconductors ( can google)... Read More
Posted On Nov-21,2024 / Categories : Chakry Comments
Lost half tr $ market cap
End of the day India lost .5 tr $ valuation in last 40 45 days and now trails at 5 tr $ market cap. ( Rs 4,28,92,415 crs as per BSE). This is irrespective of IPO over Rs 1 lac crs which must have added massive amount to market cap. No of investors increased to 19.85 crs and SIP crossed Rs 25000 crs. Correction was healthy but all pointers are towards end of correction. 1 ) 11% fall 2) CLSA issuing buy call on RIL 3) Govt issuing guidelines on PSU dividend 4) FM... Read More
Posted On Nov-19,2024 / Categories : Chakry Comments
Bottom Up investments protects CAPITAL
End of the day NEVER follow SGX it is RAAT ki RANI. I feel Thursday pain was the last for various reasons though the mayhem triggers are not yet over. Though we shared everything in YMV few things which were pending we did not intentionally discuss in YMV but now discussing this. To cut story short even though we knew lot of things we can’t share everything with you for the obvious reason that some crocked member who does not have commons sense and understanding makes useless comments... Read More
Posted On Nov-18,2024 / Categories : Chakry Comments
buy M K EXIM
End of the day Bank Nifty weekly settlement done with yesterday so panic unwinding also ended. From here onwards only monthly expiry in bank nifty hence hopefully meaningful buying could start from today. Now next bank nifty settlement is only on 28th Nov being monthly expiry. After that there will not be much volatility. This is one of reason FPI were sellers as there bread and butter was snatched. Same thing is likely to happen in Nifty. Next weekly Nifty expiry is post EXIT POLL hence we... Read More
Posted On Nov-14,2024 / Categories : Chakry Comments
CNI picks proved they are good
End of the day Every day new theory is discussed in the street. Earlier we heard money is moving to CHINA and CHINA itself tanked 14%. Then we are hearing money is moving to US. “Due to an unfavorable dollar index, FIIs (Foreign Institutional Investors) are continuing to sell. In fact, most global currencies are weakening against the dollar, leading to FII outflows not only in local markets but also globally.” So what if tomorrow US tanks. All these are non sense... Read More
Posted On Nov-13,2024 / Categories : Chakry Comments
CNI is Bullish
End of day When you open TV we hear this is sell on rise rally. I am happy. Analysts saying markets will fall further I am happy. All big guys saying market will never be same again I am happy. I have answers to them and can counter them any time. But I am not happy when one of us is not happy even after CNI gave nonstop robust performance for last 16 years. Well, that happens as there has to be some critics which infarct help you to... Read More
Posted On Nov-12,2024 / Categories : Chakry Comments
buy GTV MK OCCL RDB Shetron
End of the day Those who do not believe in CNI analysis and stock picking must exit from CNI. CNI is not a broker, not a market controller but just data reader and works with only intention to protect 29000 members. Movement of stock prices depend on demand and supply and on market conditions. Today market condition is very bad with everyone talking of big collapse hence you are free to go with street view and exit whenever whichever stock you want to exit without assigning any reasons.... Read More
Posted On Nov-11,2024 / Categories : Chakry Comments
buy SAIL MK GTV
End of the day Thursday was repeat of Monday with another rumour that FPI selling INDIA and moving to US after TRUMP win. This is all fake and just another height of manipulations. Yesterday 382 crs calls were written from 24200 to 24600 series worth Rs 20000 crs and who did this for few hours..? No idea but certainly to my mind it was profit transfer of Rs 20000 crs and also create a false market to allow them to cut their shorts. Dow went up 1500 points and RSI moved from 48 to 68. Nifty... Read More
Posted On Nov-08,2024 / Categories : Chakry Comments
M K EXIM selling Over Keep watch
End of the day 2200 points up in 2 days and bears are really not happy. Says market will not sustain. We need such lovely bears. Trump won the election and markets up. So those who waited for the event is buying 2200 points up and we enjoyed the run. Now you can understand why Monday market fell 1400 points without any volumes..? Is there any agency who does investigation of market integrity..? These pre-planned moves are aimed at cleaning retail, opposite camp HNI and unknown HNI who... Read More
Posted On Nov-07,2024 / Categories : Chakry Comments
TRUMP ahead Uncertainty goes Go for KILL
End of the day Yesterday’s chakry comments I wrote onboard as I was travelling so could not cover much about what happened on Monday. Monday at least 12 FPI had called me suggesting 2.5 bn$ selling which after verification from my sources told that there is no selling at all. Everything is normal. Then they asked why 1400 point fall then. My answer that only idiots see FPI numbers. I told them net figures will not be more than Rs 1500 crs which is normal. I told them wait till... Read More
Posted On Nov-06,2024 / Categories : Chakry Comments
buy Dips is the only defensive strategy
End of the day As told to you I am finding new opportunities in various new sectors which no one must have told and you will appreciate this only after 2 years because we are in bad habit of accepting only after price reaction. E g when we identified RVNL with 19000 crs balance sheet with a detailed note no one liked it. Well, that time psu were hate stocks. But same Rvnl touched Rs 650 and everyone has entered at the peak. We at CNI though never told you to buy at the peak ans hence when... Read More
Posted On Nov-05,2024 / Categories : Chakry Comments
FII selling will stop post 7 November...........................
End of the day………………. We spoke on PSU bottoming out with detailed rationale, we spoke on with improving margins in Engg and power yet to show the power, we spoke on SAIL how it is immerging another PSU treated as step mother kid though there is potential value and we also spoke about few stocks where we are extremely bullish in YMV though we are not sure how much it will touch your minds and soul. Guiding is our job and we did it for 2 decade... Read More
Posted On Nov-04,2024 / Categories : Chakry Comments
Buy with Conviction
End of the day Once settlement is over the pain is over. Till yesterday we were hearing 23000 23300 and no one will talk this from today. Happy DIWALI and happy new year to all CNI members. Only advice is buy under owned stocks. Someone called me for HUBTOWN and said that it will be Rs 10000 stock. My opinion no way. It has done big PREF issue and that selling will come. However big the property value market does not give that valuations. Else FORBES should have traded at Rs 10000 by now.... Read More
Posted On Nov-01,2024 / Categories : Chakry Comments
Last day of Bears Dance
End of the day Yesterday bears tried to take charge of the market even after Nifty came in green once. They succeeded and yes they too have right to succeed due to expiry. They want to cut short and this is not possible without shorting more. 30 lacs Nifty rolled over which was positive even though market was negative. BHEL SAIL TAPO and TAMO will remain out top picks. Read YMV where we have given detailed rationale of few stocks though know it well that you do not have money to buy and... Read More
Posted On Oct-31,2024 / Categories : Chakry Comments
buy SBI and RIBA
End of the day How manipulations galore can be seen from the yesterday’s market. Sensex was down 550 and closed up 400. Only CNI was there to tell that it will close in Green. Star performers were SBI which closed at 833 from 780 last week and heading for Rs 900 + after results. All banking results are clear pointer to that. QUANT adding SBI for results. Could be they are aware of SBI results. Then cam Bhel closed at Rs 235. Yesterday a star JOURNO posted that the profits came... Read More
Posted On Oct-30,2024 / Categories : Chakry Comments
PSU bottomed out
End of the day Tried to explain yesterday to best my ability that markets are good and the entire episode is planned which will be repeat of Sept 2021. I mean this time they will take Nifty to 35000 and their money will grow from Rs 1 lac crs to 5 lac crs. Having explained there is nothing that I can and leave it to your best judgment. Rumors were spread that BHEL will never report profit etc and see what happened BHEL hit upper cct. In fact CNI team had told you that Fridays... Read More
Posted On Oct-29,2024 / Categories : Chakry Comments
DO not try to time the Bottom
End of the day Last week was really painful particularly Friday where we saw market falling 900 points only to recover 450 points in last 15 minutes due to short covering. We discussed major reasons in YMV. Yet Reliance ex-bonus margin issue and Canada fund selling were two other major reasons. Though RSI reached 25 no major short covering seen. Also rolls practically were zero. Last 4 days more than 1 cr shares gas be rolled. So I feel market is bottomed. Media openly suggesting shorting... Read More
Posted On Oct-28,2024 / Categories : Chakry Comments
Stable Mind will help you think right
End of the day Market was flat on expiry day thanks to super algo used. The intentions were clear keep the market subdued as no belief can be created that market will run away. At the same time silent short covering was seen on side stocks where they were afraid of getting trapped. Liquid stocks they do not mind cutting it bit later. Reliance should have rose at least 200 bucks on tie up with NVIDIA but not happened which suggest selling is coming from close circles... Read More
Posted On Oct-25,2024 / Categories : Chakry Comments
Rolls impact No need to panic
End of the day Sometimes I prefer to remain silent and do not given Sell call even if I know that markets will fall. Though like others even I too did not know the gravity and seriousness of the fall. Never thought the exposure was too high and it will impact so badly. This also happened because my focus always remain on cash stocks which are under CNI coverage. None of the CNI covered stocks have fallen that badly. In fact I would say they are up and giving exits to willing sellers. We... Read More
Posted On Oct-24,2024 / Categories : Chakry Comments
Buy only if your convinced Else stay away BUT avoid selling
End of the day Sometimes it is just not in our hands to prevent the slide in A gr that f and o shares. There are various reasons but certainly not geo political ones. There was no big fall I F and o stocks as compared they were at Nifty 25000 earlier. 2% fall is not considered as a big fall. But even this 2% fall is pain some because toy have exposure to 4 to 5 f AND o stocks and instead of buying time your stop losses ate getting triggered . The real pain is seen I mid... Read More
Posted On Oct-23,2024 / Categories : Chakry Comments
buy GTV Engg
End of the day No change in view. Some stocks fall on bad results statements and then rise on correct statement. This is part and parcel of market. Reliance started moving. Hdfc already in action sbi can zoom any time. So Nifty will rise though they will try to control Nifty through some other stocks. Those who are in f and o should hold positions fearlessly. Bounce will come. Those who are in cash should not miss this opportunity. Hitech corporation we struggled at 220 and... Read More
Posted On Oct-22,2024 / Categories : Chakry Comments
Market reversal soon...........
End of the day…………………. Market turned positive on Friday yet RSI is still 40 fpi short bubstound 1.75 lac contracts, dead cat bounce in mind, weak q2 spread among investors and crashed of bajaj auto are some of the reasons which will lead market rally going forward as street is extremely pessimist. We always maintain avoid results based trading. Avoid leveraging. Avoid f and o trading because the kind of margin you pay can help acquire... Read More
Posted On Oct-21,2024 / Categories : Chakry Comments
Do not panic Buy Data favourable
End of the day Everyone seems worried about market and bit concerned on weak q2 earnings and started taking 23400 target now. Ideally this is the tipping point. When fear is high fever too becomes high. 71000 crs selling done within the just 200 points Nifty. Because major fall had happened in Sept where fpi were buyers. We have shared detailed note on this and how insiders manipulate in your Masters Voice. Data clearly indicate oversold market and hence we will buy before market reverse which... Read More
Posted On Oct-18,2024 / Categories : Chakry Comments
Buy packaging companies
End of the day As suggested perfect trap is created for funds as Reliance sets it record date on 28th Oct which is just ahead of expiry. This is how this quarter's treasury gain coning to Reliance. Shorted at 3060 when bonus announced and after week results started covered at 2700 when record date is announced. On bonus chartist bullish on weak numbers chartist bearish and between 2 dates 11% gain. T G are bigger than oil gains. Just imagine Reliance crossing 3000 before 28th Oct... Read More
Posted On Oct-17,2024 / Categories : Chakry Comments
SWISS should be worth 5 bn $ as per global valuer
End of the day Global offshore hits another upper circuit and the appetite is not ending. Today will be the outcome of the board meeting. Will suggest you to investigate the names one by one as funds may not apply but fund managers can and few big names could change the entire game of this stock. It is already on break out and my dream price of Rs 320 will be coming soon and then will be 4 digit. Why will write my understanding of the stock some other day. We gave book profit last... Read More
Posted On Oct-16,2024 / Categories : Chakry Comments
Buy Metal Coating for corporate action
End of the day Metal coating just mentioned last week and stock moved yesterday with good volumes. Keep watch on announcement as volume is indicating some news flow. Even BSE is rising and touched almost 5000 may be in anticipation of liberal bonus expectation. Nse listing I feel will not happen till mcx get merged with bse. Global offshore came in action only after it announced PREF issue. Vipul and Popees after rights issue. What if METAL coating announces PREF, rights to fund the capex or... Read More
Posted On Oct-15,2024 / Categories : Chakry Comments
BUY MK EXIM and HOLD TRUST CNI
End of the day How many of know my Nifty and Dow predictions. If you are following me from 2008 post LEHMAN you will realize that there is only one Man who had been predicting Nifty and Dow consistently even after steep corrections like COVID and as recent as Sept crash. Therefore I hold my 26600 view intact even if God is willing to fail me this time after 16 long year’s track record. At 18000 I had predicted Dow 30000 and at 30000 I was the only one to predict 40000 and now 45000. My... Read More
Posted On Oct-14,2024 / Categories : Chakry Comments
Buy GTV target 1000 Non Stop
End of the day Few members have concern with some stocks which we have explained in Your Masters Voice. Nifty though closed at 25271 the tipping point for short covering is 25125 in cash and the pattern is clear that is dead cat bounce. We are seeing this in volumes. Investors are exiting at every rise. We saw this In Shetron as well as in GTV engg. It's good unless weak hands exit strong ones will not enter and unless Strong ones do not enter there is no price built up. Because in zero sum... Read More
Posted On Oct-11,2024 / Categories : Chakry Comments
Add Integra SHETRON and TIRUPATI Starch at will
End of the day I was SAD to hear the demise of legend RATAN TATA with whom I worked with as TATA HOUSE CA for tax matters for almost 5 years and had at least 10 occasions to meet him personally. His dream was to take TATA gr to 1 tr $ and he brougth it to 100 bn $ in 2012 when retired. N Chandra who was in TSC that time and now Gr Head had told me that he will take TATA Gr to 1 tr $ by 2028. M K EXIM could be on their BUY list as per my understanding as it fits in ZUDIO as well TRENT and MNC... Read More
Posted On Oct-10,2024 / Categories : Chakry Comments
No change in target
End of the day Dead cat bounce started. Market will fall again. Market hit top. These are very common reactions coming like everything. Every new Bull Run starts with dead cat bounce. Rsi is the only indicator which suggest markers are extremely oversold. Fpi from 4 lac long have now come to 87000 contracts short. My call 26600 Diwali. Hedge funds sold around 7 bn $ in India to invest in China and iy became tie tie fish. They were trapped. Some big funds looking to exit China played a theme... Read More
Posted On Oct-09,2024 / Categories : Chakry Comments