Jit Karmakar

Dedication, Determination and Discipline--3 pillars to success

[Jit Karmakar @Jitthegame]

@stocksbyrishabh Hinduja global

[Paryan Sharma @Paryan_Sharma]

Update on Recently Listed Augmont Enterprises Ltd

The Company has been empanelled by NSE Ltd as a key partner for Promotion of Electronic Gold Receipts (EGR)

Augmont will help NSE convert physical gold into EGRs and vice a versa. They will provide technical & on-ground support for EGR Product Development

Seems like a Good Development

[Yuvraj @Yuvraj_77]

📊 NSE vs BSE — कौन महंगा, कौन सस्ता?

#NSE
➜ FY26 Revenue: ₹16,601 Cr
➜ FY26 PAT: ₹10,302 Cr
➜ PAT Margin: ~62%
➜ Cash Market Share: ~93%
➜ Equity Futures Share: ~99.7%
➜ Listing Valuation: ~43x FY26 Earnings

#BSE
➜ FY26 Revenue: ₹5,148 Cr
➜ FY26 PAT: ₹2,487 Cr
➜ Current P/E: ~46x

🔎 KEY OBSERVATION

NSE generates ~3.2× BSE's revenue
NSE generates ~4.1× BSE's PAT

Yet the valuation multiple at NSE's listing was lower than BSE's.

📌 The real variables to track:
Trading volumes + F&O activity + market share + regulatory changes.

NSE looks cheaper than BSE on the FY26 earnings multiple,
but valuation ≠ automatically undervalued.

This is a valuation comparison, not a buy/sell call.

[Stocks World @anandchokshi19]

MOTILAL OSWAL ON SBI FUNDS MANAGEMENT

INITIATES BUY | TP ₹720 | 28% UPSIDE

• India’s leading asset manager with 15.1% market share and QAAUM of ₹29.1 lakh Cr as of Jun’26.

• SBI’s 23,000+ branches and 100 mn+ YONO users provide a strong distribution advantage.

• Less than 2% of SBI’s eligible customer base has been tapped, providing significant growth headroom.

• Expects 14% revenue CAGR and 16% PAT CAGR over FY26–28E.

• Operating expenses expected to decline to ~7 bps of AUM by FY28, supporting ~81% EBITDA margin.

• Expects 51–52% RoE, supported by strong operating leverage.

• TP ₹720 based on 42x FY28E core P/E.

[ALL INDIA BANK OFFICERS ASSOCIATION @AIBOAOFFICIAL]

#5DayWeekandFairPLI

[Vaibhav Lahane @Vaibhav34596457]

Quick approval of the 5-day week will create a more satisfied and engaged workforce willing to contribute even more to the banks.
Bankers also needs "Work Life Balance". Honour the joint note signed on 8th March 24.
#5DayWeekandFairPLI #AIBOC @PMOIndia @DFS_India @nilesh_pawar15

[Rupam Roy @rupamsmail]

An agreement must be honoured. A reward system must be fair.

#5DayWeekandFairPLI

The 5 Day Work Week for bank employees was agreed in the Bipartite Settlement of March 2024. Its implementation cannot remain pending indefinitely.

At the same time, a unilateral and discriminatory PLI framework that divides the workforce must give way to a fair, transparent and inclusive system for all employees.

Every achievement of our banks is the outcome of collective effort.

Recognition too must reflect that collective contribution.

We seek no privilege, only implementation of an agreed commitment, equality in reward and dignity at work.

@PMOIndia

[Ankit Yadav @ankit_investing]

🚨 IPO ALLOTMENT TRANSPARENCY — URGENT DEMAND FROM IPO INVESTORS!

Yesterday, allotments were finalised for three major IPOs:

✅ Symbiotec Pharmalab IPO
✅ Skyways Air Services IPO
✅ Hy-Tech Engineers IPO

And now the biggest question is being raised by IPO investors across India:
Who exactly received the IPO allotment? 🤔

We can check only our own application status through the registrar, BSE or NSE. But why can’t registrars provide a downloadable Excel sheet showing the complete allotment data in a transparent format?

NSE itself provides bid and allotment information received from the registrar, while SEBI’s framework requires a structured, category-wise basis-of-allotment process, including draw of lots when needed

📢 MY DEMAND IS VERY SIMPLE:

✅ Registrar should publish a downloadable allotment Excel sheet for at least 30 days.

✅ The sheet should mention every successful allotment.

✅ PAN can remain privacy-safe: show only the first 3–4 characters and mask the remaining characters with XXXX.

✅ The data should clearly mention the investor category—Retail, SHNI, BHNI, QIB or shareholder quota.

✅ Investors should be able to verify whether allotments are genuinely being distributed fairly and transparently.
This is not about targeting any investor.

This is about trust in India’s IPO market. 💯
SEBI rules already provide for category-wise allotment, proportionate allocation and a draw-of-lots mechanism in oversubscribed issues; the basis of allotment is finalised with the registrar, lead manager and designated exchange.

So why not take transparency one step ahead?

Give investors verifiable allotment data. Build trust. Strengthen India’s IPO market. 🇮🇳📈

The country wants clarity:
Are allotments reaching different genuine investors fairly?

Are the same entities repeatedly receiving shares?

Is the IPO allotment process fully transparent?

These questions will only become bigger until investors get a clear, privacy-safe and auditable allotment record.

#IPOTransparency #IPOAllotment #SEBI #IPOInvestors #SymbiotecPharmalabIPO #SkywaysAirServicesIPO #HyTechEngineersIPO #IndianStockMarket

[Ankit Yadav @ankit_investing]

🚨 TEMPSENS IPO ALLOTMENT WAS TOUGH—BUT THE QUESTION ON TRANSPARENCY REMAINS. 🚨

Tempsens was one of the most heavily subscribed IPOs of 2026: the final issue was subscribed about 184x overall, with Retail at 60.69x and NII at 314.44x.

📊 Approximate application-based allotment odds:

✅ Retail: about 1 in 45 → ~2.2% chance
✅ BHNI: about 1 in 65 → ~1.5% chance
✅ SHNI: about 1 in 261 → ~0.38% chance

So yes—competition was brutal, especially in SHNI.

But my question remains unchanged: Can we not make IPO allotment more transparent?

Every investor wants to understand:

✅ Who receives allotment in such high-GMP IPOs?

✅ Are allotments reaching a broad range of eligible applicants?

✅ Is any PAN or corporate entity repeatedly receiving allotment across IPOs?

✅ Can investors independently verify the category-wise distribution without compromising anyone’s privacy?

This is not an allegation against KFin Technologies, any registrar, any corporate, or any individual. It is a constructive request for stronger investor confidence.

My suggestion remains simple: publish a downloadable, privacy-protected allotment dataset for every IPO—with PAN details appropriately masked—so investors can review the distribution fairly and transparently.

When transparency improves, trust in India’s IPO market becomes even stronger.

#TempsensIPO #IPOAllotment #Transparency #KFinTech #SHNI #BHNI #RetailInvestors #StockMarket

[CA Anil Singhvi Zee Business @AnilSinghvi_]

LEAP India... Avoid or Apply...? 🤔

​Listing पर बनेगा पैसा या Listing के बाद करें Buy...?🤷‍♂️

​Unique Business model... 90% Market Share🤩

​कैसे हैं Fundamentals? क्या Valuations हैं Fair❓🔍

#LEAPIndia #LEAPIndiaIPO #IPOReview #IPOAnalysis #LEAPIndiaIPOReview @ZeeBusiness

[Jit Karmakar @Jitthegame]

@NPCI_NPCI BHARAT AADHAR SEEDING ENABLER (BASE) , Site is not opening or down for last couple of days. Kindly Please look after the issue.

[Jit Karmakar @Jitthegame]

@Hellobanker_in This payout system need to stop on immediate effect

[State Bank of India @TheOfficialSBI]

A Bank. A Legacy.

One of the forces behind a Nation’s Rise.

For 70 years, SBI has been more than just a bank — it has been a partner in progress, a pillar of trust and a symbol of India's aspirations.

From fuelling first homes to supporting national milestones, from grassroots growth to global footprints — SBI has stood with every Indian, in every corner across the globe.

Rooted in a 219-year-old legacy, it has powered the nation’s economy, simplified banking and made financial inclusion a reality long before it became a movement.

As we celebrate 70 years of SBI, we honour a journey that mirrors India's own — a journey of ambition, evolution and resilience.

[Jit Karmakar @Jitthegame]

@CNBCTV18Live When the deposit rates of the competitors are almost the same, then you can't expect outstanding deposit growth ,it is practically not possible .Then the only way you can judge that by its profit and the profit that sbi shown over the past few quarters is remarkably excellent.

[Jit Karmakar @Jitthegame]

@itsprekshaBaid Apollo Microsystems

[Sumit Mehrotra @SumitResearch]

Jefferies On SBI
Buy Call, Target `810/Sh

Nomura On SBI
Buy Call, Target `755/Sh

JPMorgan on SBI
Overweight Call, Target `725/Sh

Bernstein On SBI
Outperform Call, Target `710/Sh

#SBIN #SBI

[Newton Bank Kumar @idesibanda]

Shocking: ICICI Bank Branch Manager hit & abused Sales Officer for Business Target.

Leaked Mail shows Horror Story👇

[CNBC-TV18 @CNBCTV18News]

#HDFCBank suspends senior executive #PushpalRoy after a video of him abusing his colleagues during an online meeting went #viral on social media.

@AnushkaS_ with details. | #ViralVideo

https://t.co/ZeUgjQiCyc

[Jit Karmakar @Jitthegame]

@AshishZBiz