Prashant

J J

[Prashant @JJPLUSCEO]

@InvestWithJoshi Kindly look into JETKT india. looking interesting

[Prashant @JJPLUSCEO]

@wegro_app @grok HOW ARE RESULTS

[Prashant @JJPLUSCEO]

@shome_rajarshi Can't summarize better than this sir.

[Prashant @JJPLUSCEO]

@DrRomeetSaha reliance opinion?

[Prashant @JJPLUSCEO]

@DrRomeetSaha Nifty support 23000 ?

[Prashant @JJPLUSCEO]

@DrRomeetSaha Banknifty analysis ?

[Prashant @JJPLUSCEO]

@shome_rajarshi thank you sir!

[Prashant @JJPLUSCEO]

@DrRomeetSaha Opinion on hindalco

[Prashant @JJPLUSCEO]

@MilishaglobalV hINDALCO TARGET?

[Prashant @JJPLUSCEO]

@grok WHICH IS BEST MOBILE SNIPER GAME AS PER X PEOPLE

[Sharad Dubey @Sharad9Dubey]

MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025

50 ANNOUNCEMENTS, MORE THAN 150 STOCKS

HERE IS THE LIST!

https://t.co/aMVlyoPeU5 major announcement on tobacco tax rates
+VE ITC, GODFREY PHILLIPS, VST INDUSTRIES

https://t.co/rOb2L9Ut30 income tax payable upto the income of Rs 12 lakh
+ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS

3.FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED)

-ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE

https://t.co/HT7Fuij6MR GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive)

-ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech

5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds

+ve Kaveri Seeds, ITC, Adani Wilmar

6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme

+ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries

7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with ` 30,000 limit)

+VE FINOPAYMENT BANK, PAYTM

https://t.co/2JU4RaLyKD major announcement on LPG subsidy

-VE IOCL, HPCL, BPCL

9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas

+VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD

10.ED TECH, UPSKILLIN AI ANNOUNCEMENTS

+VE NIIT, NIIT LEARNING, CL EDUCATE

11. Mission for Cotton Productivity

+VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES

12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from ` 3 lakh to 5 lakh for loans taken through the KCC.

+VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS

13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY

-VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO

14. India Post as a Catalyst for the Rural Economy

-VE FOR DELHIVERY

15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups

+ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs

16. Focus Product Scheme for Footwear & Leather Sectors

+Mirza International, Redtape, Metro Brands, Campus Active, Liberty

17. Measures for the Toy Sector

+VE Shaily Engineering, OK Play

18. Support for Food Processing

+Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks

19. Manufacturing Mission - Furthering “Make in India”

+VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES

20. Clean Tech Manufacturing

+VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND

21. Saksham Anganwadi and Poshan 2.0

+VE FIRSTCRY, POPEE'S BABY CARE

22. Broadband Connectivity to Government Secondary Schools and PHCs

+VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL

23. Bharatiya Bhasha Pustak Scheme

+ve S Chand, Navneet Education

24. Expansion of Capacity in IITs

+ve NBCC

25. Social Security Scheme for Welfare of Online Platform Workers

+VE FOR ZOMATO, SWIGGY, NYKAA

26.JAL JEEVAN MISSION- extension of the Mission until 2028

+VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS

27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states.

+VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION

28. Development of at least 100 GW of nuclear energy by 2047

+VE HCC

29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up.

+VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD

30. Modified UDAN scheme will be launched to enhance regional connectivity to 120 new destinations and carry 4 crore passengers in the next 10 years.

+VE GMR AIRPORTS, ADANI ENETERPRISES, SPICEJET, INTERGLOBE AVIATION

31. Mining sector reforms+ policy for recovery of critical minerals

+VE NMDC, GMDC, VEDANTA

32. Special Window for Affordable and Mid-Income Housing (SWAMIH)

+VE AAVAS FINANCIER, AADHAR HOUSING, HOME FIRST FINANCE, HDFC BANK, SBI, PNB

33. Top 50 tourist destination sites in the country will be developed in partnership with states+ Special focus on destinations related to the life and times of Lord Buddha.

+VE EASEMYTRIP, IHCL, ITC HOTELS, CHALET HOTELS, LEMON TREE, INTERGLOBE AVIATION, IRCTC, IXIGO, THOMAS COOK, SPICEJET

34. Medical Tourism and Heal in India will be promoted in partnership with the private sector

+VE SHALBY, ASTER DM, APOLLO, FORTIS, RAINBOW CHILDREN

35. To start a National Geospatial Mission to develop foundational geospatial infrastructure and data

+ve Genesys, MapMyIndia

36. Export Promotion Mission, with sectoral and ministerial targets

+ve PHARMA, EMS STOCKS

37. A national framework will be formulated as guidance to states for promoting Global Capability Centres in emerging tier 2 cities. T

+VE FOR EMBASSY REIT, MINDSPACE REIT, DLF

38. The scope for fast-track mergers will also be widened and the process made simpler.

+ve for Special Situation Stock

39. Rationalisation of Customs Tariff Structure for Industrial Goods

+ve ABB, Siemens, Thermax

40. To add 36 lifesaving drugs and medicines to the list of medicines fully exempted from Basic Customs Duty (BCD).

+VE DRL, CIPLA, AUROBINDO PHARMA, SUN PHARMA

41. To fully exempt cobalt powder and waste, the scrap of lithium-ion battery, Lead, Zinc and 12 more critical minerals.

+VE FOR AMARA RAJA, EXIDE

42. To add two more types of shuttle-less looms to the list of fully exempted textile machinery. To revise the BCD rate on knitted fabrics covered by nine tariff lines from “10% or 20%” to “20% or ` 115 per kg, whichever is higher”.

+VE FOR TEXTILE COMPANIES-WELSPUN, INDOCOUNT, NAHAR SPINNING

43. Manufacture of such Open Cells, the BCD on these parts will now stand exempted.

+VE DIXON, PG ELECTROPLAST, EPACK DURABLE

44. To add 35 additional capital goods for EV battery manufacturing, and 28 additional capital goods for mobile phone battery manufacturing

+VE DIXON TECH, RATTAN INDIA, EXIDE, AMARA RAJA

45. To continue the exemption of BCD on raw materials, components, consumables or parts for the manufacture of ships for another ten years.

+VE FOR SHIPPING INDUSTRY

46. Domestic MROs for Railway Goods

+VE RITES

47. To reduce BCD from 15% to 5% on fish hydrolysate for manufacture of fish and shrimp feeds.

+VE MUKKA PROTEIN, SHRIMP STOCKS

https://t.co/F3rcax8lwW GST FOR- Ground installation for satellites including its spares and consumables+ Goods used in the building of launch vehicles and launching of satellites

+VE L&T, SUNDARAM FASTENERS, APOLLO MICRO

https://t.co/22ln9LDnmS MAJOR ANNOUNCEMENT ON CAPITAL GAIN TAXATION

-VE FOR ANGELONE, MOTILAL, ICICI SECURITIES, IIFL SECURITIES

50. Reduces custom duty on import of propane/butane/LPG to 2.5%/2.5%/5% from 15% earlier
-VE FOR Gujarat Gas and +VE OMCs