MANISH SOI

📊 Markets & investing |🌐 Geopolitics | 📰 News, analysis & commentary |🔍 Finance & strategy | Opinions only

[MANISH SOI @ManishSoi]

@Mohitsharma202 Sir, aap himachal se ho?

[MANISH SOI @ManishSoi]

Titan Analyst Meet Highlights 🚀

• Revenue & EBIT expected to double by FY30

• Jewellery market share target: 11% by FY30

• Watches & Wearables growth driven by premiumization & smartwatches

• Eyecare, DAMAS & TEAL emerging as major growth engines

• Prabhudas Lilladher maintains BUY with TP of ₹5,161

#Titan #TitanCompany #Tanishq #IndianStocks #StockMarket #Investing #EquityResearch

[MANISH SOI @ManishSoi]

ULTRACEMCO: Key Pointers

• Cement demand remains healthy at 6–7%, supported by infrastructure & housing

• Volume expected to grow at ~11% CAGR (FY26–FY28)

• EBITDA projected to rise from ₹170B to ₹232B by FY28 on scale and efficiency gains

• Strong cash flows, capacity expansion, and successful integration of acquisitions strengthen leadership position

UltraTech continues to look like the benchmark play on India's long-term cement growth story.
#UltraTechCement #CementSector #IndianStocks #StockMarket #Investing #Infrastructure

[MANISH SOI @ManishSoi]

@sunilgurjar01 The real winner isn't Gold SIP or Equity SIP.

It's the person who stays invested for 15 years without stopping, panicking, or chasing the next hot trend.

Asset allocation matters. Discipline matters more.

[MANISH SOI @ManishSoi]

@dmuthuk Japan is proof that a country's greatest asset isn't oil, land, or population—it's culture.

Clean streets without cleaners everywhere, discipline without constant policing, and respect without fear of punishment.

That's what makes people fall in love with Japan.

[MANISH SOI @ManishSoi]

📈 Big Update for Traders!

Starting August 3, NSE will extend the closing time for the Equity F&O segment from 3:30 PM to 3:40 PM.

The move is aimed at improving price discovery through the Closing Auction Session and giving traders extra time to manage positions before market close.

#NSE #StockMarket #FuturesAndOptions #FandO #Trading #IndianMarkets #Investing #MarketUpdate #Nifty #BankNifty

[MANISH SOI @ManishSoi]

Big relief for India's textile industry! 🇮🇳

The Government has waived customs duty on cotton imports till October 30, helping mills access raw material at lower costs, boost production, and strengthen exports.

A timely step to support jobs, competitiveness, and growth in the textile sector.

#Cotton #TextileIndustry #IndiaEconomy #MakeInIndia #Textiles #CottonImports #Manufacturing #Exports #EconomicGrowth #India

[MANISH SOI @ManishSoi]

“Hitachi Energy is proving that India’s power infrastructure theme is still very strong.
The stock is already up 100% in 2026, yet Jefferies sees another 20% upside. That shows how bullish institutions are on grid expansion, renewable energy and transmission capex.
This is not just a short-term rally anymore — the market is pricing in years of growth ahead.
#HitachiEnergy #PowerSector #StockMarket #CapitalGoods #IndiaGrowth”

[MANISH SOI @ManishSoi]

The MSRDC–HDFC Bank issue is being projected as a one-off controversy, but the reality is much bigger.

Anyone familiar with Indian banking knows that when it comes to retaining large government & institutional deposits, “creative structuring” has existed for years — via marketing spends, vendor arrangements, partnerships, and other indirect routes.

This is not a new playbook. It’s a systemic practice used to bypass rigid frameworks while protecting bulk deposits and balance sheets.

If a serious investigation happens, this won’t stop at one bank. The entire private banking ecosystem may come under scrutiny.

#HDFCBank #MSRDC #Banking #IndianBanking #CorporateGovernance #Finance #RBI #BankingSector #Markets #IndiaEconomy

[MANISH SOI @ManishSoi]

Gold scares the system because it can’t be printed, manipulated easily, or sold through SIP ads every evening 😄

So now expect:
“Gold has given enough returns”
“Equities are the real wealth creators”
“Don’t be emotional with gold”

Meanwhile central banks quietly keep buying tonnes of it 👀

[MANISH SOI @ManishSoi]

Population builds consumers.
Technology builds market value.

Taiwan dominates the global semiconductor supply chain through TSMC, while India is still building large-scale tech manufacturing and innovation giants.

This is a reminder that capital markets reward productivity, technology leadership, and profitability — not just population size.

[MANISH SOI @ManishSoi]

🚨 CLSA turns bullish on Indus Towers with a high-conviction ‘Outperform’ rating and ₹580 target price — implying nearly 32% upside. 📈
Brokerage expects strong tenancy growth ahead, driven by continued network expansion from Bharti Airtel and Vodafone Idea.

Indus Towers is also benefiting from rising 5G rollout demand and healthy co-location additions across India.
The company recently proposed a ₹14/share final dividend for FY26. 💰

#IndusTowers #Airtel #VodafoneIdea #Telecom #5G #StockMarket #NSE #Investing

[MANISH SOI @ManishSoi]

🚨 IGL shares surge nearly 4% after Delhi-NCR witnessed the 4th CNG price hike since May 15.

CNG prices have now crossed ₹83/kg in Delhi as rising LNG costs and global tensions continue to push input prices higher.

Street believes the hikes may help protect margins for Indraprastha Gas Limited despite cost pressure. 📈
#IGL #StockMarket #CNG #DelhiNCR #ShareMarket #NaturalGas #NSE

[MANISH SOI @ManishSoi]

@FrontalForce This doesn’t sound like routine diplomacy anymore. The next 48 hours could be critical for Ukraine, Russia, and NATO.

[MANISH SOI @ManishSoi]

@Megatron_ron Middle East politics in one sentence:
Just when peace talks begin, the bombs get louder. 🌍

[MANISH SOI @ManishSoi]

Suzlon Energy Q4 results:
📉 Profit down 6% YoY to ₹1,114 Cr
📈 Revenue up 45% YoY to ₹5,468 Cr
📈 EBITDA up 39% YoY to ₹964 Cr
Stock slipped as market focused on margin pressure despite strong growth & robust order book. 👀⚡
#Suzlon #Q4Results #StockMarket #RenewableEnergy

[MANISH SOI @ManishSoi]

Finance Minister Nirmala Sitharaman signals openness to investor feedback on LTCG & STCG taxes.
Any future rationalisation could boost retail participation, trading activity & overall market sentiment. 👀📈
Capital market stocks may stay in focus.
#StockMarket #LTCG #STCG #Budget2026 #NirmalaSitharaman #Investing #IndianMarkets

[MANISH SOI @ManishSoi]

Big money rarely exits without a reason 👀

PAYTM block deal worth nearly ₹968 Cr at a discount is the kind of move smart market participants track closely 📉⚡

The real opportunity isn’t just the news… it’s understanding what these institutional flows signal for the next move.

Retail reacts late. Wealth is built by spotting patterns early.

#Paytm #BlockDeal #StockMarket #IndianMarkets #Fintech #Investing #StocksToWatch

[MANISH SOI @ManishSoi]

China may be leading the solar race today ☀️
But the real story is India’s growth curve 🇮🇳⚡

From energy deficit to becoming a global renewable powerhouse — the next decade belongs to nations scaling fast, not just starting early.

Smart investors are already watching where the next solar manufacturing & infra boom is coming from 👀

#SolarEnergy #RenewableEnergy #India #China #EnergyTransition #GreenEnergy #StockMarket

[MANISH SOI @ManishSoi]

Prudential plc’s planned 75% stake buy in Bharti AXA Life could reshape India’s insurance sector.

To comply with norms, it may cut 12% stake in ICICI Prudential Life, creating short-term stock pressure.

Competition is heating up as global insurers double down on India.

#Prudential #ICICIPrudential #ICICIBank #BhartiAXALife #Insurance #IndianMarkets #StockMarket #Investing #Finance #LifeInsurance