Eagle Eye Network
رفتن به کانال در Telegram
Our channel goes beyond the surface, providing in-depth analysis of the Indian stock market, including block deal updates, IPO news, closing bell reports, and valuable reports from reputed fund houses. We also provide stock market PDF & BOOKS. Join fast
نمایش بیشتر9 620
مشترکین
-124 ساعت
-217 روز
-9330 روز
آرشیو پست ها
9 620
TOP GLOBAL ETFs BY 3-YEAR RETURNS!📈
Want international exposure directly from India?👇
• Mirae NYSE FANG+ — 40.59%
• MO Nasdaq Q50 — 31.99%
• MO Nasdaq 100 — 31.25%
• Mirae S&P 500 — 27.57%
• Nippon Hang Seng — 20.61%
• Mirae Hang Seng — 9.06%
9 620
📊 India’s Famous Investors & Their Key Holdings
Radhakishan Damani
👉Sundaram Finance (2.4%)
Akash Bhanshali
👉 Gujarat Fluorochemicals (4.75%)
👉 Laurus Labs (1.32%)
👉 Paytm (1.24%)
Mukul Agrawal
👉 Neuland Laboratories (3.12%)
👉 ASM Technologies (10.28%)
👉 Nuvama Wealth Management (1.37%)
Madhusudan Kela
👉 Choice International (7.2%)
👉 MKVentures Capital (74%)
👉 Windsor Machines (6.4%)
👉 Sangam (India) (4.86%)
👉 Indiabulls (2%)
Ashish Kacholia
👉 Shaily Engineering Plastics (3.2%)
👉 Agarwal Industrial Corporation (4.3%)
👉 Xpro India (3.9%)
Vijay Kedia
👉 Atul Auto (20.9%)
👉 Vaibhav Global (2.1%)
👉 Sudarshan Chemical (1.3%)
9 620
My Top 10 High Conviction Stocks for Next Week!💯🚀🚀
1-BALAMINES
CMP-2525
Support level-2297
2-ASTRAMICRO
CMP-1729
Support level-1630
3-BLUSPRING
CMP-138
Support level-120
4-MCX
CMP-3275
Support level-3036
5-INOXINDIA
CMP-2247
Support level-2100
6-SHREEJISPG
CMP-680
Support level-611
7-ANANDRATHI
CMP-2215
Support level-2145
8-AEROENTER
CMP-141
Support level-135
9-CUPID
CMP-283
Support level-258
10-INDOMIM
CMP-951
Support level-879
9 620
UPCOMING IPOs IN SEPTEMBER 2026 — ₹37,000+ CR WORTH OF ISSUES IN THE PIPELINE!
Here are some of the major upcoming IPOs and their estimated issue sizes:
1- NSE — ₹30,000 Cr
2- Elevate — ₹2,550 Cr
3- Kanohar — ₹1,056 Cr
4- Virupaksha — ₹740 Cr
5- Premier ARC — ₹733 Cr
6- Prasol — ₹500 Cr
7- Glass Wall Systems — ₹428 Cr
8- Manipal Payment & Identity Solutions — ₹400 Cr
9- PCPL — ₹351 Cr
10- Learnfluence Education — ₹246 Cr
11- Veegaland Homes — ₹210 Cr
12- RentoMojo — ₹150 Cr
📊 NSE alone dominates the list with an estimated ₹30,000 Cr issue size.
9 620
STOCKS IN ACTION | 07 SEPTEMBER 2026
.
📦 BULK / BLOCK DEAL
Swiggy: 1.11 Cr shares traded in block deal linked to index rebalancing; near-term supply overhang.
👤 PROMOTER / INSIDER ACTIVITY
Supreme Industries: Promoter buys 0.25% stake via open market.
RLF: Promoter converts loan into equity, acquiring 3.88%.
Embassy Developments: 5.35 Cr pledged shares released; promoter pledge falls to 4.5%.
Asian Paints: Promoter entity pledges additional 2.5 lakh shares; total pledge at 0.20%.
🔥 TOP STOCKS TO WATCH
RVNL | MAZDOCK | OMINFRA | INSOLENERGY | IDFCFIRSTB | ANURAS | AXISCADES | ICICIBANK | DCW | STUDDS | LUPIN | TATAMOTORS | POWERGRID | BHARATFORGE | NAVA | OLAELEC | SWIGGY
CORE THEMES: 🚆 Railways | 🛡 Defence | ⚡️ Power & Transmission | ☀️ Solar | 🧪 Specialty Chemicals | 🔋 BESS | 🚢 Shipbuilding | 🏭 EMS | 💊 Pharma | 🖥 Data Centres
9 620
Where's The Alpha?
GIC, India Assurance, IFCI-SEBI nod for NSE IPO
Kabra Extrusions Technik-Rs 750cr investment for battery manufacturing expansion.
Molbio Diagnostics, Dhoot Transmission-Strong Q1
TATA Tech-Carnelian buys 3.2lk shares
Godavari Biorefineries -European Patent Office grants patent application for 'A Biofiller for Rubber Reinforcement'
Natco Pharma-Board To Meet on Sept 9 To consider raising funds
AXISCADES Technologies - Board approved raising up to Rs 200 cr
SEAMEC-Vessel on-hired
Shankesh Jewellers: CRISIL upgrades outlook
SBC Exports, NLC India Renewables -Order wins
ASK Automotive-Control Cables JV commences production
RHETAN TMT-Positive strategic update
Anupam Rasayan-Chemical supply contract win
Cantabil Retail - ICRA upgraded long-term bank facility
Data Patterns, Tejas Networks, Avantel , HFCL- To acquire 2,500 Software Defined Radios (SDR) (DAC Meet Today)
9 620
SECTORS TO WATCH
OMC, ONGC, Oil India, Oil Ancillaries, Crude Sensitives-West Asia Crisis-Brent Crude Above $96/bbl
GIC, India Assurance, IFCI, LIC, SBI, Bank of Baroda-SEBI nod for NSE IPO
HAL, BEL,Data Patterns, Tejas Networks, Avantel , HFCL- Decisions to overhaul about 40 Sukhoi-30 fighters of the Indian Air Force (IAF) and to acquire 2,500 Software Defined Radios (SDR) -- a Rs 5000 crore deal. (Defence Acquisition Council meet today)
IGL, MGL and Gujarat Gas-Revision in gas allocation policies
Molbio Diagnostics, Dhoot Transmission-Strong Q1
Banks- Nearly 80% of FCNR(B) inflows were routed through leverage.
RVNL, Mazagon Dock, Texmaco Rail-Order wins
9 620
OPENING CUES-Negative
West Asia Conflict Intensifies
Brent Crude Remains Above $96/bbl
Hormuz Traffic Dips Lowest Since May
Slower Than Expected US Payroll Numbers
Gold Holds Drop On Fed Rate Hike Bets
Nikkei Jumps On Tech Boost
Chipmakers Gains On OpenAI New Model Launch
China Announces Bank Liquidity Boost
India Forex Reserves All-Time High At $741bn
FII Shorts Unchanged At 89%
FII Sellers In Cash Market For 2nd Day
9 620
18. HEG Advanced Materials: Composite scheme becomes effective.
19. Balu Forge Industries: Shareholders approve FCCB fundraising and borrowing-limit increase.
20. Jayaswal Neco: Clarifies no ownership or financial exposure to Datasetl.
21. Veranda Learning: Converts warrants worth ₹5 Cr into equity.
22. Lemon Tree Hotels: Signs two Bodhgaya hotel deals adding 145 rooms.
23. Prestige Estates: Says Turf View MahaRERA order has no material impact.
24. Manorama Industries: Plans ₹75 Cr infusion across overseas subsidiaries.
25. Bank of Maharashtra: Establishes $500 mn Euro Medium Term Note programme.
26. HFCL: Targets ₹500 Cr defence revenue in FY27 and >50% export contribution.
27. Studds: Expanding capacity and targeting ₹1,000+ Cr medium-term revenue.
28. GNFC: MD leadership change announced; formal handover pending.
29. EaseMyTrip: Continues expansion in international, mobility and Tier-2/3 markets.
30. SEAMEC: SEAMEC SWORDFISH resumes operations after maintenance.
9 620
STOCKS IN NEWS 07 SEPTEMBER 2026
34 POSITIVE | 30 NEUTRAL / WATCH | 10 NEGATIVE
## 🟢 POSITIVE NEWS — 34 STOCKS
1. Tata Motors: Launches €3.82 bn all-cash offer for Iveco Group.
2. Ceigall India: Gets ₹5,300 Cr LoI from REC Power Development.
3. RVNL: Wins ₹903 Cr Buxar Thermal rail-siding order.
4. RVNL: L1 bidder for ₹405 Cr East Coast Railway project.
5. Nykaa: Increases stake in Earth Rhythm to 24.2%.
6. ICICI Bank: RBI approves LIC stake increase up to 9.99%.
7. Power Grid: Wins ₹1,152 Cr Gujarat transmission project.
8. Indian Energy Exchange: August volume hits record 13.94 BU, up 20.2% YoY.
9. Bharat Forge: Thales partnership for indigenous rocket systems.
10. HAL: GE Aerospace ships three F404-IN20 engines.
11. Cipla: Partners Qilu Pharma for Keytruda biosimilar in US.
12. UltraTech Cement: Enters wires & cables with ₹1,800 Cr investment.
13. Sterlite Technologies: ₹3,000 Cr capex for 50% capacity expansion.
14. Avalon Technologies: Forms electronics manufacturing JV with Zollner.
15. Max Healthcare: To infuse ₹88 Cr into Kalinga Hospital.
16. HUDCO / IRFC: JCR upgrades ratings to A-/Stable.
17. Cemindia Projects: ICRA upgrades ratings to AA/Stable.
18. SAIL: India Ratings upgrades issuer rating to AA+/Stable.
19. Shriram Finance: Gets AAA/Stable rating for ₹5,000 Cr NCD programme.
20. GMR Airports: Existing NCD rating upgraded to AA-/Stable.
21. Jeena Sikho Lifecare: Expands Ayurvedic portfolio with new products.
22. Cohance Lifesciences: Plans $18 mn investment in two subsidiaries.
23. Diamond Power Infrastructure: Wins ₹76 Cr Gujarat cable order.
24. Lupin: USFDA approves Modafinil tablets; US market ~ $70.7 mn.
25. Brigade Enterprises: Hyderabad expansion with ₹2,700+ Cr revenue potential.
26. Mazagon Dock: Gets ₹118 Cr AI-based security systems order.
27. Texmaco Rail: Wins ₹131 Cr wagon orders.
28. Kabra Extrusion Technik: Gets Vietnam auto OEM nomination for battery packs.
29. NLC India Renewables: Wins 275 MW / 550 MWh Gujarat battery-storage project.
30. Greenlam Industries: To acquire 26% stake in captive solar SPV.
31. SBC Exports: Secures ₹29.5 Cr export orders.
32. Shankesh Jewellers: CRISIL outlook upgraded to Positive.
33. Eicher Motors: Launches Himalayan 440 at ₹2.29 lakh.
34. SIS: Raises Updater Services stake to 10%.
## 🔴 NEGATIVE NEWS — 10 STOCKS
1. RBL Bank: Faces ₹164 Cr GST demand notice.
2. Page Industries: Faces ~₹294 Cr Dubai court claim.
3. Cohance Lifesciences: USFDA inspection reports four Form 483 observations.
4. Carraro India: Faces ₹20.2 Cr IGST demand, interest & penalty.
5. Neogen Chemicals: Faces ₹6.97 Cr tax demand.
6. NAVA: One Odisha power unit to undergo 55–60 day maintenance shutdown.
7. Sundrop Brands: Fatal accident at Del Monte Hosur plant; line halted.
8. Adani Energy Solutions: GQG funds sell 1.63% stake.
9. Gland Pharma: Promoter stake sale via block deal.
10. Shreeji Shipping: Promoter selling shares.
## 🟡 NEUTRAL / WATCH — 30 STOCKS
1. AXISCADES Technologies: Plans ₹200 Cr NCD issue at 12.5% for Cloud Wave acquisition.
2. Goodluck India: Appoints Ashok Kumar Vashisht as Group CFO.
3. Shakti Pumps: Invests ₹11 Cr in subsidiary.
4. Paisalo Digital: Plans ₹180 Cr NCD issue at 12%.
5. TCS: HyperVault plans large-scale AI data centre campus in Telangana.
6. Precision Wires: Approves ₹150 Cr CCD issue.
7. Cantabil Retail: Ratings upgraded to A+/Stable and A1.
8. United Breweries: Bombay HC dismisses Revenue appeal; ₹21.9 Cr service-tax demand eliminated.
9. Great Eastern Shipping: ₹900 Cr buyback starts Sept. 4 at up to ₹1,530/share.
10. Piramal Finance: Drops proposed partial NCD redemption.
11. Canara Bank: Gets AA+/Stable AT1 rating; AAA/Stable issuer rating affirmed.
12. Phoenix Mills: NCLT approves merger of six step-down subsidiaries.
13. Thyrocare: Docon's 51.02% stake transferred to API Holdings.
14. CIE Automotive India: Acquires CIE Hosur shares for ₹120.8 Cr.
15. Cyient: Completes acquisition of US-based Tao Digital Solutions.
16. L&T: CRISIL reaffirms AAA/Stable NCD rating.
17. Godrej Properties: Ratings reaffirmed/upgraded across debt facilities.
9 620
SECTORS TO WATCH
OMC, ONGC, Oil India, Oil Ancillaries, Crude Sensitives-West Asia Crisis-Brent Crude Above $96/bbl
GIC, India Assurance, IFCI, LIC, SBI, Bank of Baroda-SEBI nod for NSE IPO
HAL, BEL,Data Patterns, Tejas Networks, Avantel , HFCL- Decisions to overhaul about 40 Sukhoi-30 fighters of the Indian Air Force (IAF) and to acquire 2,500 Software Defined Radios (SDR) -- a Rs 5000 crore deal. (Defence Acquisition Council meet today)
IGL, MGL and Gujarat Gas-Revision in gas allocation policies
Molbio Diagnostics, Dhoot Transmission-Strong Q1
Banks- Nearly 80% of FCNR(B) inflows were routed through leverage.
RVNL, Mazagon Dock, Texmaco Rail-Order wins
9 620
➤ Sree Rayalaseema Hypo Strength posted Q1 EPS of Rs.16.3 vs FY26 EPS of Rs.60.22, which may lead FY27 EPS to Rs.70. At a forward P/E of 7.1x vs peers at 40x, the stock looks undervalued.
Dhunseri Ventures clocked Q1 EPS of Rs.50.1, which may lead FY27 EPS to Rs.150. The share looks a strong grab.
➤IST Ltd posted 15% higher Q1 EPS of Rs.71.3 vs FY26 EPS of Rs.131.6. With reserves of Rs. 1,818 cr. against equity of just Rs.5.8 cr., the medium-to-long-term outlook remains strong.
➤Coral Labs posted 101% higher Q1 EPS of Rs.15.1, which may lead FY27 EPS to Rs.65. With book value of Rs.606 and forward P/E of just 9.4x vs industry P/E of 53x, the stock looks attractive.
Uflex Ltd posted 630% higher Q1 EPS of Rs.58.6 and cash EPS of Rs.88.1, which may lead FY27 EPS to Rs.190. At a forward P/E of just 3.7x vs peers at 28.7x, the stock offers substantial upside potential.
➤D.P. Abhushan posted 77% higher Q1 EPS of Rs.28.3, which may lead FY27 EPS to Rs.118 vs Rs.93 in FY26. New stores and expansion plans support growth. At a P/E of 11.7x vs industry P/E of 58x, the stock looks attractive.
➤ Smartlink Holdings has free reserves of Rs.208 cr. against equity of just Rs.2 cr. Q1 EPS rose 154% to Rs.5.6, which may lead FY27 EPS to Rs.17. At a forward P/E of 12.3x vs industry P/E of 82x, the stock looks undervalued.
➤ Hindalco, an Aditya Birla Group blue-chip, posted 76% higher Q1 EPS of Rs.31.6, which may lead FY27 EPS to Rs.120 vs Rs.86.8 in FY26. With capex of over Rs.1.5 lakh cr. and forward P/E of 8.8x, the stock remains attractive.
➤OCCL (formerly Oriental Carbon) posted 211% higher Q1 EPS of Rs.8.1, supported by higher capacity utilisation and domestic market share. With reserves of Rs.422 cr. against equity of Rs. 10 cr., low debt and strong cash flows, the company is well placed for growth.
➤ Rashi Peripherals (RP Tech), investing Rs.80 cr. in semiconductors through its subsidiary, posted 70% higher Q1 EPS of Rs.15.6, which may lead FY27 EPS to Rs.66. At a forward P/E of 12.1x, the stock offers strong upside potential.
J&K Bank posted Q1FY27 EPS of Rs.3.9. Improving business growth and margins may lead FY27 EPS to Rs.24. At a forward P/E of 6.3x vs peers at 17.9x, valuations look attractive.
➤ Mastek Ltd. posted 15% higher Q1 EPS of Rs.34.2, which may lead FY27 EPS to Rs.150 vs Rs.130.5 in FY26. At a forward P/E of 12.3x vs peers at 29x, the stock looks attractive.
*Follow our Channel for Flash updates* 👇
https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l
➤ DDev Plastiks posted 24% higher Q1 EPS of Rs.6.2, which may lead FY27 EPS to Rs.24 vs Rs.19.5 in FY26. At a forward P/E of 12.2x and equity of just Rs.10.4 cr., the stock looks attractive.
A Time Communications Publication.
9 620
➤Afcom Holdings signed an LOI with Boeing to acquire up to four Boeing 777-8F freighters, offering around five times the capacity of its existing B737-800 freighters and enabling long-haul operations.
➤ Steel Exchange India achieved record monthly Re-Bar production of 24,823.509 MT in August 2026 after commissioning its Reheating Furnace, raising monthly production capacity by around 27%.
➤ Lehar Footwears commenced operations at its new Kundli sports footwear facility, increasing capacity 150% to 2.5 lakh pairs per month, with phased expansion to 5 lakh pairs. The facility will serve Rannr and OEM customers.
*Follow our Channel for Flash updates* 👇
https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l
➤ Magellanic Cloud subsidiary Provigil Surveillance secured its third consecutive DFCCIL order worth Rs.3.29 crore, taking three recent orders to Rs.15.92 crore. It has also completed 685 Punjab & Sind Bank site handovers, covering around 74% of the 930-site deployment.
➤ Route Mobile: Acquired by Belgium-based Proximus Group in 2024, Route Mobile operates in CPaaS, messaging and cloud telephony. Its shift towards high-margin products and global markets offers strong growth potential. At 10x PE and well below its three-year high of Rs.1,400, the stock looks attractive.
➤ Xchanging Solutions: Offers IT software, hardware, ITES and programming solutions, backed by NASDAQ-listed DXC Technology. With a focus on high-margin solutions and Rs.340 crore cash, nearly 50% of market cap, the stock trades at just 10x PE and looks attractive.
➤ Did You Know? Asahi Songwon Colors: Diversifying into APIs while its chemical business gains momentum. Revenue and profit growth remain strong, with management expecting sustained growth. Q4 EPS was Rs.16. At Rs.370, continued momentum and fresh management could support a move towards the Rs.1,000 mark.
➤ Shipping Corp of India (SCI): Disruptions in international waterways have sharply increased freight rates, benefiting shipping companies. SCI could be a good short-term bet.
➤ STL Networks: Gained over 10% last week amid improving momentum. Promoter buying at Rs.24 versus CMP of Rs.29 adds confidence and may support further upside.
➤ Vedanta demerger plays: Anil Agarwal has set ambitious targets for the demerged entities. VOGL, VISL and Ved Power, trading around Rs.35-40, could be considered for the long term.
Tata Power Company Ltd. posted record H1FY27 PAT of Rs.2,817 crore, supported by operational efficiencies and the Mundra agreement. Its 17.7 GW green portfolio and 7,000+ EV charging stations provide strong growth visibility. Attractive valuations could support further upside.
Agarwal Toughened Glass India Ltd. has nearly Rs.100 crore annual revenue, 20%+ net margins and a Rs.55 crore executable order book. The Rs.68.04 crore capital raise will strengthen capacity and working capital, while its Jumbo Glass capability offers growth opportunities.
Univastu India Ltd. has crossed Rs.1,750 crore in order book against a market cap of Rs.578 crore, backed by major L&T, IRCON and Pune Metro orders. Q1 FY26 sales/PAT rose 260%/150% YoY, while promoters are participating in the Rs.16 crore preferential issue. At around 20x PE, the stock looks attractive.
➤ Aartech Solonics is expanding internationally with exports to Oman, Qatar and Africa. Q1 FY27 sales/PAT rose 68%/146% YoY to Rs.7.29 crore/Rs.1.55 crore. Recent developments support a positive growth outlook.
➤ Kanohar Electricals Ltd. is among only five Indian manufacturers certified for 500 MVA 400 kV transformers and has an Rs.1,818 crore executable order book. FY26 PAT rose to Rs.129.73 crore on Rs.653.84 crore revenue. Strong power infrastructure demand could support a good post-listing performance.
Pranav Constructions Ltd. is launching its Rs.351.03 crore IPO from 7th-9th September 2026, with 65 redevelopment projects in Mumbai's Western Suburbs. The company plans Rs.91.5 crore for debt repayment and Rs.145.72 crore for project execution. The IPO appears promising with potential for a good post-listing performance.
9 620
September IPO calendar is overloaded: After around Rs.56,000 crore raised through IPOs in July-August, September could see another Rs.45,000 crore+ of issuance, creating liquidity pressure in the secondary market. With
the NSE IPO potentially arriving before Diwali, investors should remain cautious as past mega-IPO periods have often seen profit booking in cash-market stocks.
➤ Atlanta Electricals received Rs.193.92 crore and Rs.285 crore orders from AP and Punjab utilities. Q1 FY27 EBITDA/PAT grew 58%/50%, order backlog Rs.3,117 crore and Rs.340 crore debt repaid. Breakout above Rs.2,152 may open Rs.2,250-2,500.
➤ Blackrose advanced its PAM project towards commercialisation and continues acrylamide-based product development. 200% interim dividend for FY27 is a strong positive. Attractive versus its Rs.239 lifetime high.
Chemcon Speciality Chemicals reported a strong FY27 start, driven by better realisations, new products and customer traction. Attractive versus its Rs.731 lifetime high.
➤ Haldyn Glass entered coloured beer bottles, expanding its portfolio and exposure to the fast-growing beer segment. Attractive versus its Rs.189 lifetime high.
➤ HFCL signed a Rs.2,329 crore three-year international optical fibre cable supply agreement for CY27-CY29. Keep on radar.
➤ IOL Chemicals & Pharmaceuticals posted record Q1 FY27 revenue, with PAT up 90% to Rs.64.05 crore. Chemicals revenue/EBIT grew 29%/193% YoY, while Clopidogrel received NMPA approval in China. Multiyear breakout supports the strong fundamental story.
JM Financial downgraded cables & wires stocks with Polycab target at Rs.9,550, KEI Industries at Rs.5,750 and RR Kabel at Rs.2,750.
➤ Morepenlab posted record Q1 FY27 earnings, with EBITDA/PAT up 207%/394%, driven by API recovery, exports and CDMO commercialisation. Medical Devices offers another growth engine. Multiyear breakout strengthens the outlook.
➤ Rajesh Power Services received a Rs.363 crore PGVCL order, taking order book to Rs.5,108 crore. Q1 FY27 revenue stood at Rs.436.62 crore, with FY26 PAT of Rs.143 crore and ROCE of 48.6%. Recent Rs.1,366 crore orders, promoter buying and BESS entry add to the growth story. Potential to double from current levels.
➤ RBL Bank received CARE AAA/Stable rating upgrade on Tier II bonds from CARE AA-/Positive. Keep on radar.
➤ Texmo Pipes & Products trades at 9x PE versus industry 24x, with book value of Rs.79 and HNI holding of 9.52%. Attractive versus its Rs.163 lifetime high.
➤ Morepen Labs CDMO is emerging as a major growth engine, backed by an Rs.825 crore multi-year mandate. Q1 FY27 commercial dispatches stood at Rs.58 crore, with Rs.225 crore supplies guided for Q2. CDMO could contribute 50%+ of revenue by Q3-Q4 FY27. Keep on radar.
➤ South West Pinnacle Exploration's FY26 PAT rose 101% to Rs.33.03 crore, while Q1 FY27 PAT jumped 287%. Promoters hold 65.94% and HNIs 9.59%. Higher crude prices and shortages of coal and minerals could support growth. Stock may surpass its 52-week high of Rs.288.
Texmo Pipes & Products's Q4FY26 PAT jumped 301% QoQ to Rs.6.18 crore, while Q1 FY27 EPS stood at Rs.2.20. FY27 EPS could exceed Rs.10, implying a forward PE of around 5x. At Rs.48, the stock trades below its Rs.79 book value and remains attractive versus its Rs.163 lifetime high.
➤ Millworks Technologies approved conversion of its Rs.2.75 crore loan to Vidwan Aeronautics into equity, taking its holding to 67% and making Vidwan a subsidiary.
➤ Forcas Studio scaled TRIBE 3.2x in H2 FY26, while FTX entered Women's & Kids Wear and Zepto expanded to 100+ SKUs across 138 stores, creating multiple growth levers.
➤ Neetu Yosht fully subscribed to a preferential issue of 26.42 lakh convertible warrants at Rs.104 each, raising Rs.27.48 crore for growth. Promoter Subodh Lohia was allotted 6 lakh warrants, strengthening resources for order execution.
➤ Cupid received in-principal approval for a South African manufacturing venture, with Cupid holding up to 49%, supporting localised condom production and expanding its African and international presence.
9 620
*Follow our Channel for Flash updates* 👇
https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l
Moving from short-term speculation to long-term wealth: Wealth creation requires a fundamental shift in mindset. Tracking returns daily, weekly or even monthly often leads to wrong expectations and missed opportunities. Before investing in market-linked assets, remember these 7 core principles. 1. Equity returns are non-linear: Markets do not move in a straight line. Wealth creation often comes through short bursts of strong gains followed by long periods of consolidation and volatility. Patience is the price of long-term returns. 2. Avold performance chasing: Do not chase last year's best-performing stocks, sectors or funds. Different asset classes perform differently across cycles, which is why diversification helps balance portfolio risk and returns. 3. Respect asset-class boundaries: Equity and fixed income serve different purposes. Equity offers higher growth potential with higher risk, while fixed income focuses on capital preservation and stability. They are complementary, not competitors. 4. Markets are indifferent to expectations: Markets do not follow personal timelines or return expectations. Volatility is part of investing. Successful investors react rationally to changing market conditions rather than constantly trying to predict them. 5. Money rewards patience, not excitement: Frequent trading, reacting to news and chasing trends may feel productive but do not necessarily create wealth. Staying invested in quality assets and allowing compounding to work is what matters. 6. Conviction matters: The stock market has no secret formula. Wealth creation comes from identifying quality opportunities, having conviction in the underlying business and staying disciplined through market cycles. 7. Let winners run: Take calculated positions, keep a reasonable stop-loss and, once a position moves decisively in your favour, avoid exiting too early. Control downside, protect profits and give strong investments time to compound.
NSE pre-open session explained: From 7th September 2026, NSE will revise pre-open rules for equity cash and F&O. 9:00-9:05 AM: market and limit orders can be placed, modified or cancelled. 9:05-9:10 AM: only limit orders are allowed, with the session potentially closing randomly in the last two minutes. 9:10-9:12 AM: orders are matched and the opening price is determined. 9:12-9:15 AM: three-minute buffer before normal trading begins.
Popular stocks hit 52-week lows: Bajaj Steel, Dabur, FirstCry, IRFC, RVNL, PI Industries, Ramky Infrastructure, Symphony and others show that even good businesses can deliver poor returns when bought at excessive valuations. Investing in good companies alone is not enough; entry and exit timing also matter. Review investments every three months on both technical and fundamental parameters as markets, technology and business conditions change rapidly. The market always speaks through price.
"Multibagger" investing is becoming a marketing trend: Investing should focus on quality businesses rather than chasing extraordinary returns. The term "multibagger" describes an outcome, not an investment strategy. Retail investors should avoid chasing past returns and instead build a diversified portfolio of quality businesses with long-term growth potential. Targeting a reasonable 15-18% annual return over 10-20 years, while allowing good businesses to compound, is a more disciplined approach to wealth creation.
Big global alert: Rising inflation and prolonged geopolitical tensions are pushing bond yields higher, increasing rate-hike concerns and the risk of pressure on corporate profits. France's 10Y yield hit 4.16%, Germany 3.31%, Portugal 3.665%, Italy 4.15%, Spain 3.76%, the US 4.80% and India 7%. JGB yields are at record highs across the curve, while UK 10Y gilt yields are at their highest since 2008. The global bond market signals heightened financial-market risk.
9 620
7 meaningful rules for 2026: 1) Disciplined trading: Patience, clear setups and strict risk management. 2) Consistent growth: Protect capital first and avoid greed. 3) Calm work life: Stay productive, manage stress and maintain inner peace. 4) Keep learning: Continuously improve market, professional and personal skills. 5) Prioritise family: Give time and emotional presence beyond screens and charts. 6) Strong health: Maintain good sleep, exercise and a balanced routine. 7) Gratitude and balance: Balance money with meaning, ambition with contentment, and success with humility. Big alert: As per market grapevine, companies are increasingly raising equity instead of borrowing from banks, shifting the risk of business failure to investors rather than banks or promoters. Despite the recent crash, over 90% of SME stocks remain overvalued. Stay away from junk SME IPOs and check valuations and future prospects carefully before applying. Where valuations look stretched, consider selling the application in the grey market, subject to allotment.
Wild volatility till 31st December 2026: Uncertainty, fear, corrections and intermittent crises may continue, with inflation likely to remain a concern. Stay disciplined, avoid chasing trends and focus on structured, long-term investing. Wealth is built through time in the market, not by trying to time the market.
➤ Very negative for bulls and the Indian economy: An agriculture economist expects shortfalls in major Kharif crops, with rice, oilseeds, pulses and cotton likely to be affected. Climate, crude and currency remain key threats. A stronger
El Niño impact in November-December could also affect the Rabi crop, pushing inflation higher and reducing purchasing power. Brent crude above $80 would add further pressure.
Market veteran view: Subsequent quarters may not match Q1, which benefited from manufacturing and supported. 7.8% real GDP growth. Such growth may be difficult to sustain through the rest of the year. India needs a stronger performance on the exports front.
Big alert on Brent crude: Brent crude needs to remain below $80 for sustained strength in Indian equities. Until then, large players may continue selling on rallies. With FIls facing weak returns over the past five years alongside currency depreciation and high LTCG, STCG, STT and stamp-duty costs, foreign investor interest remains subdued. For now, focus on selected growth stocks with strong Q1 EBITDA/PAT and positive Q2 FY27 outlook, along with quality IPOs amid the heavy IPO pipeline over the next 3-4 months.
Insurance is income protection: Most people buy insurance based on what agents recommend rather than calculating their family's actual income-replacement requirement. If annual family contribution is Rs.10 lakh and 20 earning years remain, the income value is Rs.2 crore. A Rs.20-30 lakh policy may therefore be inadequate to protect lifestyle, education, EMIs and future needs. Before investing aggressively, first protect the income engine that creates wealth.
No stock becomes a multibagger through PR alone: Strong businesses create wealth through improving fundamentals and sustainable growth, not recommendations or publicity. Patience, conviction and time remain the key ingredients of long-term wealth creation.
Stock selection and timing are different: Success depends on three things what to buy, when to buy and when to exit. Multibaggers often emerge from lesser-known stocks that are not yet covered by the media or analysts. Finding such opportunities requires patience, research and the right entry and exit timing.
China ends tax break on foreign-investor dividends: China will impose a 20% individual income tax on dividends and bonuses received by foreign individuals from foreign-invested enterprises from 1st September. The exemption, introduced in 1994 to attract foreign investment, is being withdrawn to ensure equal tax treatment among market participants. Chinese experts said the move does not signal tighter restrictions on foreign investment.
9 620
Fundamental analysis focuses on what a company is worth through revenue, profit, debt, margins, PE, ROE and cash flow, while trend analysis focuses on where money is flowing through price action, volumes, demand-supply, liquidity, momentum and breakouts. Fundamentals identify what to buy, while trend helps identify when the market is ready to reward it. Demand and supply ultimately drive prices, making trend and price action important when hunting for potential multibaggers. Risk management remains the first rule.
NSE will revise its pre-open auction framework from 7th September. The session will remain from 9:00-9:15 am, with market and limit orders allowed during the first five minutes and only limit orders from 9:05-9:10 am. Order matching and opening price determination will shift to 9:10-9:12 am, with market-market orders receiving priority.
On Friday, 28th August 2026, bullish breakouts with strong volumes were seen in Arrow Green, Blackrose, BSE SME Rajesh Power, Haldyn Glass, HSCL, IOLCP and Texmopipes. Keep these seven stocks on the radar for Monday.
Very negative for bulls and investors: El Niño risks, lower domestic production and falling pulse imports could push inflation higher. Skymet has indicated a 70% probability of drought, raising concerns over food inflation and purchasing power. Higher inflation could ultimately weigh on consumption and the broader Indian economy.
➤ Astro tension: Rahu remains in Dhanishta Nakshatra until 5th December 2026, while Saturn stays retrograde until 11th December 2026. This combination may result in sharp volatility, with unexpected rallies as well as sudden falls. Reduce F&O and options trading, avoid overtrading and leverage, and strictly avoid margin trading or MTF until December. Investors should be financially and mentally prepared for sudden gap-ups and gap-downs.
BSE on CAS: BSE remains in constant touch with regulators and is collecting feedback from dealers before presenting it to the authorities. Until a practical solution emerges, market veterans suggest focusing on a few selected growth-oriented stocks that have delivered strong Q1 EBITDA and PAT growth and provided an optimistic Q2 FY27 outlook. Investors should also remain highly selective as a large number of IPOs are expected over the next 3-4 months.
Big global alert: Prolonged geopolitical tensions and rising inflation are pushing bond yields higher across major economies, increasing the possibility of further rate hikes and pressure on corporate profits. France's 10Y yield reached 4.16%, Germany 3.31%, Italy 4.15%, the US 4.80%, India 7% and Japan crossed 3%. With government debt. and fiscal deficits rising, central banks may face pressure to expand their balance sheets, potentially fuelling inflation further. Be prepared for a roller-coaster ride in global interest-rate markets.
US Fed alert: Fed Governor Barr warned that interest rates may need to be raised if inflation fails to cool. The next Federal Reserve meeting is scheduled for 15th-16th September 2026, making the outcome important for global markets.
➤ Market veteran view: Analysis based purely on past years and historical trends may no longer be sufficient as the market environment, demand and supply dynamics have changed significantly. Current price movements are increasingly influenced by genuine supply shortages and limited production capacity, rather than speculation alone. Investors should therefore focus on present demand-supply conditions and future capacity rather than relying only on historical price behaviour.
8 rules for successful trading: 1) Let trades hit TP or SL to control greed and fear. 2) Trade only when multiple
confirmations align. 3) Stick to one strategy instead of constantly switching. 4) Avoid joining multiple forex groups that create confusion. 5) Higher timeframes remain the key reference. 6) Keep strategies simple; complexity does not guarantee profits. 7) Patience is essential-trading is largely the skill of waiting. 8) Maintain a trade journal to analyse every win and loss and improve future decisions.
9 620
MONEY TIMES TALK
5.9.26
Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display 'BUY', 'SELL' or 'HOLD' recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, Industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
➤ Astrology view: Important turning dates for the market are 7th, 9th, 11th and 15th September 2026. Traders and investors should remain cautious around these dates.
Friday night closing: Dow closed down 272 points, Nasdaq 77 points and S&P 29 points, while Gift Nifty declined 10.50 points to 23,999.50, signalling a mild gap-down opening on Monday, subject to weekend developments. US markets will remain closed on Monday for Labor Day.
*Follow our Channel for Flash updates* 👇
https://whatsapp.com/channel/0029VahpCUeCxoB0jQz1ro0l
Brent crude above $95 Is a major negative, while levels above $80 remain a concern for the Indian economy.
A severe El Niño-driven drought, reportedly the worst in 20 years, is another major concern. Heavy IPOs, including three mega issues, could drain liquidity from cash stocks, keeping Sensex/Nifty range-bound while triggering profit booking. Global food prices are at their highest since 2022, while geopolitical tensions remain elevated. Avoid overtrading, leverage and margin funding until Diwali as volatility could remain high.
As per market grapevine, five value buys include Blackrose at Rs.113 after a 200% first interim dividend for FY27 versus 125% for FY26, Chemcon Speciality Chemicals at Rs.198 after a 65% FY26 dividend, BSE SME Rajesh Power at Rs.782 at around 10x PE, Haldyn Glass at Rs.147 after a 70% FY26 dividend and Texmo Pipes & Products at Rs.46 at around 5x forward PE. These stocks remain attractive versus their lifetime highs and can be kept on the radar for the next 10-15 days.
BSE MD & CEO Sundararaman Ramamurthy said participation in CAS has been affected by liquidity constraints and that dealer feedback is being collated for presentation to regulators. As per market grapevine, until a practical solution emerges, retailers should avoid F&O/options and focus on selected growth-oriented stocks with strong Q1FY27 EBITDA/PAT and an optimistic Q2 FY27 outlook, along with quality IPOs.
As per market grapevine, markets may remain highly volatile with a sell-on-rise approach due to high crude, rising inflation, Al concerns, weak monsoon, heavy IPOs and increased supply through block deals, bulk deals, OFS and QIPs. For now, focus on selected growth stocks with strong Q1 FY27 EBITDA and positive Q2 FY27 outlook. Blackrose, BSE SME Rajesh Power, Chemcon Speciality Chemicals, IOLCP, Morepenlab, Southwest and Texmopipes may give good. returns over the next 2-3 months.
As per a market veteran, the US Federal Reserve may not raise interest rates at its 15th-16th September meeting
due to the upcoming mid-term elections in the US.
NSE is reportedly targeting a Rs.5.26 lakh crore valuation for its IPO, with shares discussed at Rs.1,700-1,900 and an expected issue size of around Rs.31,500 crore, potentially making it India's biggest IPO. The issue is expected to be a 100% OFS and may launch in September, while GMP is reportedly around Rs.270-290. Final details remain unconfirmed. Jio's mega IPO may also come before Diwali. The two mega IPOs could keep Sensex/Nifty range-bound while draining liquidity from cash stocks.
➤ Stocks to watch for short-term opportunities include Anantraj, Arrow Green, Atlanta Electricals, Blackrose, BSE SME Rajesh Power, Chemcon Speciality Chemicals, DCB Bank, Haldyn Glass, HFCL, HSCL, IOLCP, Morepenlab, RBL Bank, Southwest and Texmopipes. Keep on radar/watch list.
9 620
** *Today, 1 September 2026* , Nifty is trading cautiously near the 24,000 mark with support at 23,990–24,020 and resistance at 24,150–24,200. Bank Nifty is showing strong bullish momentum after closing at its exact day high of 58,025, with support at 57,700–57,800 and resistance at 58,200–58,300. India VIX has risen to 11.19 (+4.78%), signaling higher volatility. Gold is consolidating near $4,443/oz, crude oil is firm above $86 (Brent ~$91), and USD/INR is weak around 95.14, pressured by Fed hike expectations and higher oil prices.
*📊 Nifty 50 Analysis*
Support: 23,990–24,020 (psychological level, buyers stepped in yesterday).
Resistance: 24,150–24,200 (intraday high zone), extended resistance at 24,250–24,300.
Trend: Cautious; holding above 24,000 keeps bias neutral-to-positive.
Risk: Break below 23,900 could trigger deeper correction toward 23,800.
*🏦 Bank Nifty Analysis*
Close: 58,024.95 (+0.92%), exact day high → bullish marubozu candle.
Support: 57,700–57,800 (strong base), deeper support at 57,400–57,500.
Resistance: 58,200–58,300 immediate; breakout could extend to 58,500–58,600.
Stocks Driving Rally: Axis Bank (+2.77%), ICICI Bank (+2.19%), SBI (+1.19%).
Weak Links: HDFC Bank (-1.57%), Kotak Bank (-1.01%).
*📉 India VIX (Volatility Index)*
Current: 11.19 (+4.78%).
Range: Day high 11.44, low 10.68.
Interpretation: Rising VIX indicates caution and potential intraday swings, though still at relatively low levels compared to historical highs.
*📈 Sector & Sentiment Analysis*
Positive: Financials (banks, NBFCs), metals (steel, iron ore, cement), IT (TCS rally).
Weak: Oil marketing companies, aviation, pharma (US pricing pressure), FMCG (ITC, HUL declines).
Macro Drivers: Elevated crude prices, MSCI rebalancing, Fed rate hike expectations.
*🪙 Gold Analysis*
Spot Price: ~$4,443/oz (₹1.51 lakh/10g for 24K in Delhi).
Trend: Consolidating after August’s +9% rally; pressured by stronger USD and higher yields.
Support: $4,395; Resistance: $4,460–4,500.
*🛢️ Crude Oil Analysis*
WTI: $86.6/bbl (+0.97%).
Brent: $91/bbl (+0.65%).
Drivers: US–Iran hostilities, Strait of Hormuz risks, Russian refinery strikes.
Trend: Firm, backwardation signals tight supply.
*💵 USD/INR Analysis*
Current: 95.14 (flat, but weak vs USD).
Trend: Strong sell signals on technicals; Fed hike expectations and higher crude weigh on INR.
Support: 94.85; Resistance: 95.40–95.70 (RBI likely defending).
*📌 Trading Strategy for Today*
Nifty: Buy near 24,000 with SL 23,950; target 24,150–24,200.
Bank Nifty: Long bias above 57,800; breakout trade above 58,300 for 58,500+.
Gold: Avoid aggressive longs; wait for stability above $4,460.
Crude: Expect volatility; bullish bias above $85.
USD/INR: Rupee weakness likely; exporters benefit, importers cautious.
Sentiment: Sector rotation in favor of banks & IT; FMCG and OMCs weak.
