CapriGlobal LargeTrade
1 Cr Shares (1.4% Eq) Worth ₹250 Cr Change Hands Via Block Deal
1 Cr Shares (1.4% Eq) Worth ₹250 Cr Change Hands Via Block Deal
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Aye Finance has valuation comfort, but the large trade overhang was a key concern.
Management’s FY27 guidance
• AUM growth: 25–30%
• Credit cost: ~3.75%
• NIMs: ~14.5%
With the overhang now clearing, will the stock rerate?
Management’s FY27 guidance
• AUM growth: 25–30%
• Credit cost: ~3.75%
• NIMs: ~14.5%
With the overhang now clearing, will the stock rerate?
RANA GUPTA, MANULIFE INVST MGMT SAYS
Large Cap Earnings Growth Is Lower Than Nifty Junior And Midcap Indices
Nifty Earnings CAGR Unlikely To Exceed 10-12%
HDFC Bank CEO Appointment Remains An Overhang
Avoiding Large Cap IT Stocks
Like Base Metals, Gold & Gold-linked Companies
Like Electronics Mfg Space Selectively, EMS Moving Towards Aerospace, Defence & Semicons
Large Cap Earnings Growth Is Lower Than Nifty Junior And Midcap Indices
Nifty Earnings CAGR Unlikely To Exceed 10-12%
HDFC Bank CEO Appointment Remains An Overhang
Avoiding Large Cap IT Stocks
Like Base Metals, Gold & Gold-linked Companies
Like Electronics Mfg Space Selectively, EMS Moving Towards Aerospace, Defence & Semicons
Latest GMP of Open IPos
🏢 Mainboard IPOs
Annu Projects — GMP: ₹7 (7.07%)
Lumino Industries — GMP: ₹56 (68.29%)
ESDS Software Solution — GMP: ₹325 (75.76%)
Priority Jewels — GMP: ₹37 (18.50%)
🏭 SME IPOs
Sumax Engineering — GMP: ₹35 (34.65%)
Kwick Forensic Solutions — GMP: ₹64 (71.11%)
Complete Sports and Management — GMP: ₹0 (0.00%)
Paluck Technologies — GMP: ₹25 (52.08%)
🏢 Mainboard IPOs
Annu Projects — GMP: ₹7 (7.07%)
Lumino Industries — GMP: ₹56 (68.29%)
ESDS Software Solution — GMP: ₹325 (75.76%)
Priority Jewels — GMP: ₹37 (18.50%)
🏭 SME IPOs
Sumax Engineering — GMP: ₹35 (34.65%)
Kwick Forensic Solutions — GMP: ₹64 (71.11%)
Complete Sports and Management — GMP: ₹0 (0.00%)
Paluck Technologies — GMP: ₹25 (52.08%)
FORTIS HEALTHCARE:
IHH SAYS IN CONCALL TO INCREASE STAKE IN FORTIS TO 51% FROM 31% CURRENTLY
IHH SAYS IN CONCALL TO INCREASE STAKE IN FORTIS TO 51% FROM 31% CURRENTLY
CAS VOLATILITY IN FOCUS; EXPIRY-DAY OPTION RISKS UNDER SPOTLIGHT
The rollout of the Closing Auction Session (CAS) is creating sharp expiry-day swings, raising concerns among traders and market participants.
The rollout of the Closing Auction Session (CAS) is creating sharp expiry-day swings, raising concerns among traders and market participants.
GOKALDAS EXPORTS, SIVARAMAKRISHNAN GANAPATHI SAYS
US Section 301 Tariffs Of 10% Gives Us A Level Playing Field & Zero Tariffs w.r.t Kenya Is Great
In Talks With New UK Customer Amid The India-UK FTA
Eagerly Waiting For The EU Deal To Go Through
Retail Demand In US & Europe Has Been Good, Orderbook Is Full Till Q3
Too Early To Predict Demand For CY27
Expect H2 Margin To Be Better Than H1, Expect H2 Margin At 12%
US Section 301 Tariffs Of 10% Gives Us A Level Playing Field & Zero Tariffs w.r.t Kenya Is Great
In Talks With New UK Customer Amid The India-UK FTA
Eagerly Waiting For The EU Deal To Go Through
Retail Demand In US & Europe Has Been Good, Orderbook Is Full Till Q3
Too Early To Predict Demand For CY27
Expect H2 Margin To Be Better Than H1, Expect H2 Margin At 12%
CHOLA INVST & FIN, ARUL SELVAN SAYS
Had 119 Branches & ₹1,800 Cr For Gold Loans
Already Launched 120 Exclusive Gold Loan Branches This Year
Gold Business Will Take 2-3 Years To Break Even
Gold Loans Per Branch Will Be In-line With Industry Levels
Hiring From Existing Gold Loan Players While Also Training New Talent
No Concern As Gold Is Held As Collateral And Remains An Appreciating Asset
Had 119 Branches & ₹1,800 Cr For Gold Loans
Already Launched 120 Exclusive Gold Loan Branches This Year
Gold Business Will Take 2-3 Years To Break Even
Gold Loans Per Branch Will Be In-line With Industry Levels
Hiring From Existing Gold Loan Players While Also Training New Talent
No Concern As Gold Is Held As Collateral And Remains An Appreciating Asset
TATA GROUP IS IN TALKS WITH ITS BIGGEST MINORITY SHAREHOLDER ON PROPOSALS TO UNLOCK LIQUIDITY, INCLUDING A POTENTIAL SWAP OF SHARES OF ITS LISTED ENTITIES, AS THE SHAPOORJI PALLONJI GROUP SEEKS FUNDS TO REPAY COSTLY DEBT, - BBG
Ready for one more Techno Funda Clear Breakout stock? (SAME AS VINTAGE COFFEE & WELSPUN LIVING)
Anonymous Poll
96%
Yes
4%
No
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Short Term View (Techno Funda Breakout Stock)
Market Cap - 220+ Crore (Micro Cap)
Bought/Added JMA (ONLY NSE LISTED) at CMP of 95.5 - 96.5, shall add more on dips (if any) till 84 for Short Term point of view.
View valid as long as 81 is safe on closing basis.
Potential upside:- 99 - 101 - 103 - 106 - 110 - 114 - 117 - 120 - 124 - 128 - 132 - 136 - 140 - 145 - 150++
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor and Know Your Company (KYC) before investing. Personally invested/Skin in the game based on my own technical and fundamental skills. View is shared for Educational Purpose only.
Full Name:- Jullunder Motors
Market Cap - 220+ Crore (Micro Cap)
Bought/Added JMA (ONLY NSE LISTED) at CMP of 95.5 - 96.5, shall add more on dips (if any) till 84 for Short Term point of view.
View valid as long as 81 is safe on closing basis.
Potential upside:- 99 - 101 - 103 - 106 - 110 - 114 - 117 - 120 - 124 - 128 - 132 - 136 - 140 - 145 - 150++
Disclaimer:- I am not SEBI Registered. Please consult your financial advisor and Know Your Company (KYC) before investing. Personally invested/Skin in the game based on my own technical and fundamental skills. View is shared for Educational Purpose only.
Full Name:- Jullunder Motors
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Market Wizard pinned «Short Term View (Techno Funda Breakout Stock) Market Cap - 220+ Crore (Micro Cap) Bought/Added JMA (ONLY NSE LISTED) at CMP of 95.5 - 96.5, shall add more on dips (if any) till 84 for Short Term point of view. View valid as long as 81 is safe on closing…»