اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
Hidden Multibagger Stocks by Devendra (RA: INH000026488)
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Disclaimer: I am a SEBI Registered Research Analyst (RA: INH000026488). All stocks, market updates, and investment-related information shared in this channel are strictly for educational and informational purposes only.
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Q1 Result on 1st August :
Baazar style
Jupiter lifeline hospital
Shriram piston
Alivus Lifescience
Narayana hrudayalaya
Graphite india
Godrej properties
Shakti pumps
MCX india
Privi speciality
Kirloskar brothers
Dhanuka Agritech
Transformer & rectifier
Century enka
Q1 Result on 2nd August
Ajax engineering
Epigral ltd
Neogen chemical
Sportking india
Balaji amines
Vishnu chemicals
Stylam Industries
Birla precision
Sarda energy
Finolex Industries
Federal bank
" Nucleus software " posted average Q1 result..
"Yatharth Hospital " is getting ready for a breakout after a period of consolidatio🚀🚀
" Nucleus software " Q1 result will be announced today..stock is 14% up before result..🚀
💥 The agrochemical sector has been showing strong momentum over the past week, similar to the rally seen in the defence sector during April–May 2025. 💥
Some of the key gainers in this sector include:
👉 Zuari Agro Chemicals
👉 Punjab Chemicals
👉 Paradeep Phosphates
👉 Coromandel International
👉 Mangalore Chemicals
👉 NACL Industries
👉 Rallis India
👉 Sharda Cropchem
"Advait Energy" a battery energy storage systems stock, continues to outperform.🚀
" Yash Highvoltage" , a new multibagger stock, has rapidly crossed its all-time high in weak market..Sharp recovery after correction..🚀💃💃
💥It has the potential to become the next "Shilchar Tech " by 2026.💥
"GE Vernova" , from the power transmission and distribution sector, has posted an outstanding Q1 result. This stock was discussed in our YouTube video. The sector is experiencing strong tailwinds.
"Transrail Lighting" , a multibagger stock, is showing strong recovery 🚀🚀
Yesterday, I mentioned that there would only be a knee-jerk reaction in the market in the morning due to Trump's tariff. The market is expected to trade normally from tomorrow. As I said in my post yesterday, the impact of this tariff was already discounted.
" Axiscades Technologies " Multibagger stock strong recovery after revieving two big orders..🚀
"AXISCADES TECHNOLOGIES" Multibagger stock again secures new Rs. 680 Cr defense contracts for radar and sonar systems over 2-5 years.🚀
💥Here is the complete list of Indian companies that could be impacted by the 25% US tariff hike. 💥
Textiles & Apparel (Largest exposure: $25B exports to US):
KPR Mill
Vardhman Textiles
Arvind Ltd
Page Industries
Gokaldas Exports
Welspun India
Kitex garment
Electronics & Consumer Durables (~$15B exports to US):
Dixon Technologies
Amber Enterprises
Bharat FIH (Foxconn India)
Syrma SGS Technology
Kaynes Technology
Auto Ancillaries & Industrials:
Motherson Sumi / Samvardhana Motherson
Sundram Fasteners
Bharat Forge
Bosch India
Endurance Technologies
Machinery & Engineering:
L&T
BHEL
Thermax
ABB India
Havells / Polycab (via cables, switchgear exports)
Agro Exports:
KRBL
LT Foods
Avanti Feeds
Apex Frozen Foods
Kohinoor foods
Gems & Jewellery:
Titan Company
PC Jeweller
Rajesh Exports
Kalyan Jewellers
Goldiam International
💥Here is the complete list of Indian companies that could be impacted by the 25% US tariff hike. 💥
Textiles & Apparel (Largest exposure: $25B exports to US):
KPR Mill
Vardhman Textiles
Arvind Ltd
Page Industries
Gokaldas Exports
Welspun India
Electronics & Consumer Durables (~$15B exports to US):
Dixon Technologies
Amber Enterprises
Bharat FIH (Foxconn India)
Syrma SGS Technology
Kaynes Technology
Auto Ancillaries & Industrials:
Motherson Sumi / Samvardhana Motherson
Sundram Fasteners
Bharat Forge
Bosch India
Endurance Technologies
Machinery & Engineering:
L&T
BHEL
Thermax
ABB India
Havells / Polycab (via cables, switchgear exports)
Agro Exports:
KRBL
LT Foods
Avanti Feeds
Apex Frozen Foods
Gems & Jewellery:
Titan Company
PC Jeweller
Rajesh Exports
Kalyan Jewellers
"List of sectors that will be impacted due to Trump's tariff, which export significantly to the U.S. market."
Today, FII selling was limited, which is why the market remained neutral.
Donald Trump has imposed a 25% tariff on India, which may trigger a knee-jerk reaction in tomorrow’s market. However, I don’t expect a major impact, as this development was largely factored in earlier. Sectors like automobiles, auto parts, solar modules, smartphones, electronics, marine products, dairy, processed foods, and gems & jewellery are likely to be affected due to the tariff. Stocks in these sectors, especially those with significant exposure to the U.S. market, may see a decline tomorrow.
The U.S. had initially imposed a similar tariff on Japan but later reduced to 15%. I believe that after negotiations, the tariff on India may also be lowered .
Pharmaceuticals, semiconductors, and critical minerals have been exempted from the new tariffs.
FED meeting is scheduled for tonight, where a decision on a potential rate cut will be made. Powell’s forward guidance on future rate cuts will be crucial for market direction.
Trump slaps 25% tariffs on ‘friend’ India starting August 1, plus ‘penalty’ for ‘buying Russian oil’ | Today News https://share.google/8oBvZL7ww1s1yp2NK
