PHOENIXLTD - Swing Trade Analysis with AI Signals
Back to ListSwing Trade Rating: 2.8
| Stock Code | PHOENIXLTD | Market Cap | 56,333 Cr. | Current Price | 1,576 ₹ | High / Low | 1,993 ₹ |
| Stock P/E | 193 | Book Value | 151 ₹ | Dividend Yield | 0.16 % | ROCE | 6.50 % |
| ROE | 5.52 % | Face Value | 2.00 ₹ | DMA 50 | 1,686 ₹ | DMA 200 | 1,673 ₹ |
| Chg in FII Hold | 0.40 % | Chg in DII Hold | -0.21 % | PAT Qtr | 63.8 Cr. | PAT Prev Qtr | 129 Cr. |
| RSI | 39.2 | MACD | -41.4 | Volume | 3,77,082 | Avg Vol 1Wk | 5,79,875 |
| Low price | 1,402 ₹ | High price | 1,993 ₹ | PEG Ratio | 7.29 | Debt to equity | 0.13 |
| 52w Index | 29.3 % | Qtr Profit Var | 14.4 % | EPS | 7.48 ₹ | Industry PE | 25.5 |
📊 PHOENIXLTD is currently a weak candidate for swing trading. The fundamentals are stretched with a very high P/E (193 vs industry 25.5), low ROCE (6.50%) and ROE (5.52%), and declining quarterly profits. Technical indicators also show weakness: RSI at 39.2 is near oversold, MACD is negative, and the stock trades below both 50 DMA and 200 DMA. The optimal entry price would be near ₹1,540–₹1,560, close to support levels. If already holding, consider exiting around ₹1,680–₹1,700, where resistance from the 50 DMA is expected.
✅ Positive
- DII holdings increased (+0.40%), showing some institutional support.
- Debt-to-equity ratio at 0.13 indicates low leverage risk.
- EPS at ₹7.48 provides a base for valuation.
- Dividend yield of 0.16% offers minimal but positive return.
⚠️ Limitation
- Extremely high P/E (193) compared to industry average (25.5), indicating overvaluation.
- Weak ROCE (6.50%) and ROE (5.52%) highlight poor capital efficiency.
- Stock trading below both 50 DMA (₹1,686) and 200 DMA (₹1,673), signaling bearish trend.
- PEG ratio at 7.29 suggests growth is not aligned with valuation.
📉 Company Negative News
- Quarterly PAT declined from ₹129 Cr. to ₹63.8 Cr. (-14.4%).
- MACD negative (-41.4), indicating weak momentum.
- Stock has fallen from its 52-week high of ₹1,993.
📈 Company Positive News
- FII holdings increased (+0.40%), showing foreign investor interest.
- Debt-free balance sheet supports financial stability.
- RSI near oversold zone may indicate potential for short-term bounce.
🏭 Industry
- Industry P/E at 25.5 is far lower than PHOENIXLTD’s, suggesting peers are better valued.
- Real estate and retail development industry has long-term growth potential, but profitability remains cyclical.
📝 Conclusion
PHOENIXLTD is not a strong swing trade candidate due to weak fundamentals, overvaluation, and bearish technicals. Entry is only advisable near ₹1,540–₹1,560 for speculative traders, with exit around ₹1,680–₹1,700 if already holding. Long-term investors should wait for improved profitability and stronger ROCE/ROE before considering significant exposure.