Pre-market morning update 👇
Dow in down
Tech up Nasdaq
Asian majority indices up
Gift nifty flat
Oil is up ⬆️
#indianstockmarket #giftnifty #nifty
#optuonstrading
Dow in down
Tech up Nasdaq
Asian majority indices up
Gift nifty flat
Oil is up ⬆️
#indianstockmarket #giftnifty #nifty
#optuonstrading
Stocks to Watch out today 👇
(NO buy/sell recommendation, based on highest probability of active momentum)
Bank of Maharashtra: Board is meeting to evaluate raising up to ₹7,500 crore in equity capital.
Coal India: announcement of a ₹1,900 crore investment plan in Research & Development (R&D) by FY2030 to advance mine productivity and clean technologies.
Cupid Ltd: Revised its FY27 revenue outlook upward by 10%, aiming to exceed ₹150 crore in Q1.
Genus Power: GIC Group (via its affiliate Chiswick Investment) offloaded an 11% stake in the company for ₹955.6 crore via open market block deals
HDFC Bank: The bank named former finance secretary Rajiv Kumar as its new Part-time Non-Executive Chairman (awaiting RBI clearance). Puneet Sharma was announced as the incoming Chief Financial Officer (CFO-Designate).
Hexaware Technologies: Announced the official launch of "Tensai for Reasoning Ops" on its Agentic ITOps platform.
Kotak Mahindra Bank: massive ₹282 crore cross-border acquisition paired with a major top-level leadership transition.
KPIT :Tech Management projects a weaker Q1 performance with an anticipated 1% year-on-year decline in USD-reported revenues.
Max Healthcare: Fully acquired Yerawada Properties to develop a new 450-bed super-speciality hospital in Pune.
NTPC Green Energy: Its subsidiary, Ayana Renewable Power, won a 193 MW wind project at a tariff rate of ₹4.17 per unit.
RailTel Corporation: Secured a 60-month rental work order valued at ₹107.6 crore from Mahanadi Coalfields.
Rane Madras: RML announced a definitive agreement to acquire Hindustan Composites' friction business for ₹370 crore.
Sterling and Wilson Renewable Energy: Formed a 50:50 joint venture to secure a $560 million solar power project contract in Egypt.
Tata Communications: Chief Technology Officer Genius Wong has resigned, effective July 31
KPIT Technologies: Management projects a weaker Q1 performance with an anticipated 1% year-on-year decline in USD-reported revenues.
Hexaware Technologies: Announced the official launch of "Tensai for Reasoning Ops" on its Agentic ITOps platform
(NO buy/sell recommendation, based on highest probability of active momentum)
Bank of Maharashtra: Board is meeting to evaluate raising up to ₹7,500 crore in equity capital.
Coal India: announcement of a ₹1,900 crore investment plan in Research & Development (R&D) by FY2030 to advance mine productivity and clean technologies.
Cupid Ltd: Revised its FY27 revenue outlook upward by 10%, aiming to exceed ₹150 crore in Q1.
Genus Power: GIC Group (via its affiliate Chiswick Investment) offloaded an 11% stake in the company for ₹955.6 crore via open market block deals
HDFC Bank: The bank named former finance secretary Rajiv Kumar as its new Part-time Non-Executive Chairman (awaiting RBI clearance). Puneet Sharma was announced as the incoming Chief Financial Officer (CFO-Designate).
Hexaware Technologies: Announced the official launch of "Tensai for Reasoning Ops" on its Agentic ITOps platform.
Kotak Mahindra Bank: massive ₹282 crore cross-border acquisition paired with a major top-level leadership transition.
KPIT :Tech Management projects a weaker Q1 performance with an anticipated 1% year-on-year decline in USD-reported revenues.
Max Healthcare: Fully acquired Yerawada Properties to develop a new 450-bed super-speciality hospital in Pune.
NTPC Green Energy: Its subsidiary, Ayana Renewable Power, won a 193 MW wind project at a tariff rate of ₹4.17 per unit.
RailTel Corporation: Secured a 60-month rental work order valued at ₹107.6 crore from Mahanadi Coalfields.
Rane Madras: RML announced a definitive agreement to acquire Hindustan Composites' friction business for ₹370 crore.
Sterling and Wilson Renewable Energy: Formed a 50:50 joint venture to secure a $560 million solar power project contract in Egypt.
Tata Communications: Chief Technology Officer Genius Wong has resigned, effective July 31
KPIT Technologies: Management projects a weaker Q1 performance with an anticipated 1% year-on-year decline in USD-reported revenues.
Hexaware Technologies: Announced the official launch of "Tensai for Reasoning Ops" on its Agentic ITOps platform
#MSTCLTD broke out, ran up almost 133% during bull run
Now again after correction looks good for upside, worth tracking
👉 Corrected, retested breakout levels
👉Bouncing strongly from the demand zone
👉High volumes
👉RSI fair, though yet to gain strong momentum
👉 Valuation attractive , less than Industry
Now again after correction looks good for upside, worth tracking
👉 Corrected, retested breakout levels
👉Bouncing strongly from the demand zone
👉High volumes
👉RSI fair, though yet to gain strong momentum
👉 Valuation attractive , less than Industry
ASTHA Spintex
3X subscribed 😳
Business looks good!
Showing consistently good growth in revenue & profit YOY over last 3 yrs
Though would there be any listing gains?
GMP showing 4%+ gains as of today!
Earlier recently listed players in this space didn’t gain , infact listed at discount with a loss⬇️
3X subscribed 😳
Business looks good!
Showing consistently good growth in revenue & profit YOY over last 3 yrs
Though would there be any listing gains?
GMP showing 4%+ gains as of today!
Earlier recently listed players in this space didn’t gain , infact listed at discount with a loss⬇️
#GRAUWEIL
#GRAUWEIL
Fundamental analysis 👇
👉 Valuation attractive:At discount compared to Industry & peers
👉Maintains good profitability & profit growth consistently over last 5 yrs
👉 Almost debt free
👉 Efficient use of capital, maintaining good returns
Risk:
👉 Being a chemical and engineering-heavy business, margins are subject to raw material pricing and global supply chain volatility.
👉 Working capital days have recently increased, which needs close monitoring with respect to the cash flows.
#GRAUWEIL
Fundamental analysis 👇
👉 Valuation attractive:At discount compared to Industry & peers
👉Maintains good profitability & profit growth consistently over last 5 yrs
👉 Almost debt free
👉 Efficient use of capital, maintaining good returns
Risk:
👉 Being a chemical and engineering-heavy business, margins are subject to raw material pricing and global supply chain volatility.
👉 Working capital days have recently increased, which needs close monitoring with respect to the cash flows.
👍1
Highest probability of active momentum stocks for today 👇
(No buy/sell recommendation)
• Ashiana Housing
• BPCL
• Bharti Airtel
• Coal India
• CSM Technologies
• Force Motors
• Indian Bank
• Lupin
• NMDC
• Punjab and Sind Bank
• Sai Parenterals
• South Indian Bank
• Srivasavi Adhesive Tapes
• Syngene International
• Tamilnad Mercantile Bank
• V-Mart Retail
• V2 Retail
(No buy/sell recommendation)
• Ashiana Housing
• BPCL
• Bharti Airtel
• Coal India
• CSM Technologies
• Force Motors
• Indian Bank
• Lupin
• NMDC
• Punjab and Sind Bank
• Sai Parenterals
• South Indian Bank
• Srivasavi Adhesive Tapes
• Syngene International
• Tamilnad Mercantile Bank
• V-Mart Retail
• V2 Retail
🚨EMS sector stock investors Watch out 👀
India’s PCB exports to China up by 40-fold to $1.5 billion in FY26.
This means China is increasingly outsourcing simpler, low-value circuit board assemblies to India.
From investor perspective, early-stage manufacturing competitiveness for Indian Electronics Manufacturing Services (EMS) companies, opening up massive global supply chain opportunities.
India’s PCB exports to China up by 40-fold to $1.5 billion in FY26.
This means China is increasingly outsourcing simpler, low-value circuit board assemblies to India.
From investor perspective, early-stage manufacturing competitiveness for Indian Electronics Manufacturing Services (EMS) companies, opening up massive global supply chain opportunities.
🚨The Adani Group plans investment of ₹1.08 lakh crore for the integrated aluminium project in Odisha.
The project will be developed in JV with Abu Dhabi's International Holding Company (IHC)!
Spearheaded by Karan Adani, the MD Adani Ports & SEZ,the venture marks the Adani Group's entry into the metallurgy sector.
The facility is projected to create over 53,500 jobs (approximately 35,000 during construction and 18,500 during operations)
The project will be developed in JV with Abu Dhabi's International Holding Company (IHC)!
Spearheaded by Karan Adani, the MD Adani Ports & SEZ,the venture marks the Adani Group's entry into the metallurgy sector.
The facility is projected to create over 53,500 jobs (approximately 35,000 during construction and 18,500 during operations)
Manisha Wankhade|Wealthify
🚨The Adani Group plans investment of ₹1.08 lakh crore for the integrated aluminium project in Odisha. The project will be developed in JV with Abu Dhabi's International Holding Company (IHC)! Spearheaded by Karan Adani, the MD Adani Ports & SEZ,the venture…
All good news & positive sentiment building up around Adani group
Handy list 👇
Adani Enterprises
Bajaj Finance
Bandhan Bank
BLS E-Services
CSB Bank
HDFC Bank
Indo Tech Transformers
Juniper Hotels
Marico
PB Fintech
SIS
SJVN
Sterling and Wilson Renewable
Titagarh Rail Systems
Ujjivan Small Finance Bank
Adani Enterprises
Bajaj Finance
Bandhan Bank
BLS E-Services
CSB Bank
HDFC Bank
Indo Tech Transformers
Juniper Hotels
Marico
PB Fintech
SIS
SJVN
Sterling and Wilson Renewable
Titagarh Rail Systems
Ujjivan Small Finance Bank
https://x.com/beinghumane14/status/2072869679966859594?s=46
A thread about Price to earnings ratio , if anyone is interested
A thread about Price to earnings ratio , if anyone is interested
X (formerly Twitter)
Manisha Wankhade (@BeingHumane14) on X
PE ratio simplified 👇
Just trying to relate it to life happenings🧵
📌Background
✅Boy’s side = Company
✅Boy’s earning = Company’current earning
✅Girl’s side = Investors in the company
Here it starts 👇
When parents go hunting for a groom for their marriageable
Just trying to relate it to life happenings🧵
📌Background
✅Boy’s side = Company
✅Boy’s earning = Company’current earning
✅Girl’s side = Investors in the company
Here it starts 👇
When parents go hunting for a groom for their marriageable