Forwarded from Equitymaster
#EMProfitHunter - Can the Dominance of HDFC Bank and ICICI Bank in the Indian Stock Market Come to an End?
Could the giants of India’s banking sector be dethroned soon?
Keep an Eye on Indian Banks
Here’s an extract…
The landscape of Indian finance is entering a compelling new chapter, where the dominance of established giants like HDFC Bank and ICICI Bank is starting to face a credible challenge.
Read on…
http://www.eqtm.in/Qw4d2
Could the giants of India’s banking sector be dethroned soon?
Keep an Eye on Indian Banks
Here’s an extract…
The landscape of Indian finance is entering a compelling new chapter, where the dominance of established giants like HDFC Bank and ICICI Bank is starting to face a credible challenge.
Read on…
http://www.eqtm.in/Qw4d2
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Stocks Going the 'Imaginary Profits Only' Route
Companies that report profits only on paper are being chased with steep valuations.
Click for More...
https://youtu.be/I1HrSoqJW0g
Companies that report profits only on paper are being chased with steep valuations.
Click for More...
https://youtu.be/I1HrSoqJW0g
Forwarded from Equitymaster
#EMProfitHunter - My BESS Stocks Watchlist to Avoid Solar Energy Risks
Solar module costs have dropped by over 90% since the 2010s. There is one way to avert such risks.
Proxy Solar Stocks
Here’s an extract…
Since solar power generation is intermittent, the storage of power generated becomes paramount.
And here comes the need for Battery Energy Storage Systems (BESS).
Read on…
http://www.eqtm.in/r4HRc
Solar module costs have dropped by over 90% since the 2010s. There is one way to avert such risks.
Proxy Solar Stocks
Here’s an extract…
Since solar power generation is intermittent, the storage of power generated becomes paramount.
And here comes the need for Battery Energy Storage Systems (BESS).
Read on…
http://www.eqtm.in/r4HRc
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Forwarded from Equitymaster
#EMProfitHunter - Are EMS Stocks Seeing a Shift from Growth to Value?
Markets typically penalise faltering growth stocks, unless the management is transparent and the accounting disclosures are impeccable.
EMS Stocks Outlook
Here’s an extract…
The electronics manufacturing services (EMS) industry has become the undisputed lifeline of Indian manufacturing.
The true champions of this megatrend are not the global brands whose names are on the devices, but the domestic contract manufacturers who build them.
The recent correction in EMS stocks should be seen as their shift from the perception of ‘growth’ to ‘value’.
Keeping such stocks in your watchlist could work well in turbulent times.
Read on…
http://www.eqtm.in/Np74G
Markets typically penalise faltering growth stocks, unless the management is transparent and the accounting disclosures are impeccable.
EMS Stocks Outlook
Here’s an extract…
The electronics manufacturing services (EMS) industry has become the undisputed lifeline of Indian manufacturing.
The true champions of this megatrend are not the global brands whose names are on the devices, but the domestic contract manufacturers who build them.
The recent correction in EMS stocks should be seen as their shift from the perception of ‘growth’ to ‘value’.
Keeping such stocks in your watchlist could work well in turbulent times.
Read on…
http://www.eqtm.in/Np74G
The Math of Physicswallah
While the company seems keen to improve financials, investors must not forget history...
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https://youtu.be/_8LYrhnOogE
While the company seems keen to improve financials, investors must not forget history...
Click for More...
https://youtu.be/_8LYrhnOogE
Why I Prefer Battery Stocks Over Solar Stocks
Solar module costs have dropped by over 90% since the 2010s. There is one way to avert such risks.
Click for More...
https://youtu.be/MJHHdIc4eE4
Solar module costs have dropped by over 90% since the 2010s. There is one way to avert such risks.
Click for More...
https://youtu.be/MJHHdIc4eE4
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Forwarded from Equitymaster
#EMProfitHunter - Why Your Portfolio Could be Envied in 2026
The world's premier ‘Safety at a Reasonable Price’ play is being ignored.
If Charlie Munger Wrote to Indian Investors…
Here’s an extract…
The big money in 2026 won't be made by the people trying to time the next RBI rate cut or guessing the US-India trade deal outcome.
It will be made by the person who recognises that the Indian household is finally moving its savings from gold and bricks into systematic equity plans.
Read on…
http://www.eqtm.in/w5E9H
The world's premier ‘Safety at a Reasonable Price’ play is being ignored.
If Charlie Munger Wrote to Indian Investors…
Here’s an extract…
The big money in 2026 won't be made by the people trying to time the next RBI rate cut or guessing the US-India trade deal outcome.
It will be made by the person who recognises that the Indian household is finally moving its savings from gold and bricks into systematic equity plans.
Read on…
http://www.eqtm.in/w5E9H
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Future of Care: 2 Health Tech Stocks to Watch
Companies' primary moat lies in its domain expertise, which translates into high switching costs.
Click for More...
https://youtu.be/diOp0H8fAV4
Companies' primary moat lies in its domain expertise, which translates into high switching costs.
Click for More...
https://youtu.be/diOp0H8fAV4
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Why HDFC Bank and ICICI Bank are 'Nvidias' of Indian Stock Markets...
Not entirely unfathomable that the giants of India's banking sector, could be dethroned soon.
Click for More...
https://youtu.be/f0bMinG959c
Not entirely unfathomable that the giants of India's banking sector, could be dethroned soon.
Click for More...
https://youtu.be/f0bMinG959c
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LIVE NOW: Promoter Wealth Signal
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http://www.eqtm.in/Bd54Z
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• LIVE NOW
Click Here to Join
http://www.eqtm.in/Bd54Z
Tap here for details
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Why RFID Stocks Could be Bigger than AI in India...
The ecosystem is already deeply integrated with India's established digital payment infrastructure.
Click for More...
https://youtu.be/yCrCZWSvcgY
The ecosystem is already deeply integrated with India's established digital payment infrastructure.
Click for More...
https://youtu.be/yCrCZWSvcgY
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Why Tata Elxsi is Down but Not Out
Currently bearing the brunt of the auto cycle in its valuations, the stock could witness rerating.
Click for More...
https://youtu.be/inPBmoFrhi4
Currently bearing the brunt of the auto cycle in its valuations, the stock could witness rerating.
Click for More...
https://youtu.be/inPBmoFrhi4
Forwarded from Equitymaster
#EMProfitHunter - Stock Selection Strategy After the US-India Trade Deal
Euphoria tends to lift all boats, including the leaky ones.
US-India Trade Deal
Here’s an extract…
By slashing reciprocal tariffs from a punitive 50% down to a more manageable 18%, the agreement removed the largest single overhang on the Indian market.
How should you invest now?
Read on…
http://www.eqtm.in/y3K7D
Euphoria tends to lift all boats, including the leaky ones.
US-India Trade Deal
Here’s an extract…
By slashing reciprocal tariffs from a punitive 50% down to a more manageable 18%, the agreement removed the largest single overhang on the Indian market.
How should you invest now?
Read on…
http://www.eqtm.in/y3K7D
❤1👍1
Forwarded from Equitymaster
#EMProfitHunter - Indian Stocks in the Export Powerhouse Pathway
For decades, even as India’s trade volumes surged, its shipping industry remained fragmented. But things are changing now…
Export Stocks
Here’s an extract…
India’s maritime sector possesses a vast 7,500 km coastline.
Yet, for decades it lacked the domestic container fleet and indigenous manufacturing capacity to dictate its own trade terms.
However, the Union Budget 2026-27 has signalled a decisive shift.
Read on…
http://www.eqtm.in/Nq85J
For decades, even as India’s trade volumes surged, its shipping industry remained fragmented. But things are changing now…
Export Stocks
Here’s an extract…
India’s maritime sector possesses a vast 7,500 km coastline.
Yet, for decades it lacked the domestic container fleet and indigenous manufacturing capacity to dictate its own trade terms.
However, the Union Budget 2026-27 has signalled a decisive shift.
Read on…
http://www.eqtm.in/Nq85J
Turbulent Times for Electronics Stocks?
The recent correction in EMS stocks should be seen as their shift from the perception of 'growth' to 'value'.
Click for More...
https://youtu.be/o-hS9naP1b0
The recent correction in EMS stocks should be seen as their shift from the perception of 'growth' to 'value'.
Click for More...
https://youtu.be/o-hS9naP1b0
Forwarded from Equitymaster
#EMProfitHunter - Power or Rare Earths? Stocks Defining India’s Decade
NTPC and Coal India have entered 2026 with a shared realisation that their traditional identities must evolve.
Coal India vs NTPC
Here’s an extract…
As the country's largest power generator, NTPC is moving toward a hybrid model.
Its growth plan is a massive pivot toward green energy, with a target of reaching 60 GW of renewable capacity by 2032.
Coal India, by contrast, is a commodity play.
Its growth is tied strictly to the volume of coal excavated rather than the evolving sophistication of how that energy is consumed.
Read on…
http://www.eqtm.in/Em5j3
NTPC and Coal India have entered 2026 with a shared realisation that their traditional identities must evolve.
Coal India vs NTPC
Here’s an extract…
As the country's largest power generator, NTPC is moving toward a hybrid model.
Its growth plan is a massive pivot toward green energy, with a target of reaching 60 GW of renewable capacity by 2032.
Coal India, by contrast, is a commodity play.
Its growth is tied strictly to the volume of coal excavated rather than the evolving sophistication of how that energy is consumed.
Read on…
http://www.eqtm.in/Em5j3
Pharma Stocks that Could Give Startups a Run for their Money
Spotlight is not on India's drug manufacturing, but on its ability to discover new molecules.
Click for More...
https://youtu.be/qxsU6SwuRug
Spotlight is not on India's drug manufacturing, but on its ability to discover new molecules.
Click for More...
https://youtu.be/qxsU6SwuRug
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World’s Richest are Investing in Data Centers. Should You?
Sector that can secure the physical backbone of the artificial intelligence revolution.
Click for More...
https://youtu.be/uRRsuSXYSQI
Sector that can secure the physical backbone of the artificial intelligence revolution.
Click for More...
https://youtu.be/uRRsuSXYSQI
Ignored 3D Printing Stocks Offer Value
Technology set to define the next era of global manufacturing in India.
Click for More...
https://youtu.be/TvcrsqVQFuw
Technology set to define the next era of global manufacturing in India.
Click for More...
https://youtu.be/TvcrsqVQFuw
Forwarded from Equitymaster
#EMProfitHunter - This Carbon Trading Stock is a Niche but Powerful Story
Inclusion of carbon trading shifts the valuation metric from a utility exchange to an environmental financial institution.
Carbon Credit Opportunities
Here’s an extract…
Carbon credit is a mechanism designed to put a price on carbon and incentivise industries to decarbonise.
One company is leading the chatin India.
Read on…
http://www.eqtm.in/Nz4s2
Inclusion of carbon trading shifts the valuation metric from a utility exchange to an environmental financial institution.
Carbon Credit Opportunities
Here’s an extract…
Carbon credit is a mechanism designed to put a price on carbon and incentivise industries to decarbonise.
One company is leading the chatin India.
Read on…
http://www.eqtm.in/Nz4s2