CMA Gurvinder Mallbotra

Gurvinder Malhotra Prop Contra Investing Research Services. SEBI Registration No (INH000017480). I teach Deep Value Investing & Momentum & Swing Trading.

[CMA Gurvinder Mallbotra @MrRaffer]

Deep Value Opportunity #14

Valiant Organics Ltd (VALIANTORG)

CMP : ₹342

Market Cap : ₹964 Cr

Price to Sales 1.26 vs OPM 18%.

Highly Mispriced as per my Deep Value Framework

Price to Earning : 19.1x

Debt to Equity : 0.34

ROCE 5.47%

ROE 3.91%

A specialty chemicals

[CMA Gurvinder Mallbotra @MrRaffer]

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Educational purpose only — NOT a buy/sell recommendation. Company and brokerage names are used for editorial identification only; brokerage ratings and targets are that firm's opinion, not ours. SEBI Registration

[CMA Gurvinder Mallbotra @MrRaffer]

Hero Motors has fixed its IPO price band at ₹79-84. The issue opens 16 September.

◆ Size: ₹1,000 crore — ₹600 cr fresh issue + ₹400 cr offer for sale
◆ Values the company near ₹3,815 crore at the top of the band
◆ Anchor book 15 Sep, issue 16-18 Sep, listing 23 Sep
◆

[CMA Gurvinder Mallbotra @MrRaffer]

6 stocks crossed 20x their 1-year average volume today.

The highest was 42x.
One saw ₹1,848 crore change hands in a single day.

Here is what moved 👇

✍️Symphony Ltd #SYMPHONY
🔹Volume vs 1Yr Avg: 🔼41.6x

✍️Mishra Dhatu Nigam Ltd #MIDHANI
🔹Volume vs 1Yr Avg: 🔼28.7x

✍️Anuh

[CMA Gurvinder Mallbotra @MrRaffer]

Learn How To Identify The Next Bliss GVS/TBZ/Wheels India?

All the above three stocks is having a one common pattern.

I will share this pattern and teach you how to identify the stocks with this pattern.

Register for the Workshop:

https://t.co/Vjle2p9U82

[CMA Gurvinder Mallbotra @MrRaffer]

Why copper is ripping:

🔹 Mine supply hasn't kept up with demand for years
🔹 US may tariff refined copper imports — pulling metal into the US, tightening it elsewhere
🔹 Grids, EVs, data centers — structural demand, not a one-off
🔹 Second record close in a row, not a

[CMA Gurvinder Mallbotra @MrRaffer]

Copper just hit an all-time high.

🔹 LME Copper: $14,617/ton — record high, 2nd session in a row
🔹 Up ~17% YTD
🔹 MCX Copper: ₹1,398.75/kg, tracking the global move

Tight mine supply, US tariff fears on refined copper, rising demand from grids, EVs and data centers.

How

[CMA Gurvinder Mallbotra @MrRaffer]

Wheels India

Multiple time posted on twitter.

Mentioned as 10x candidate.

[CMA Gurvinder Mallbotra @MrRaffer]

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Educational purpose only — NOT a buy/sell recommendation. Company and brokerage names are used for editorial identification only; brokerage ratings are that firm's opinion, not ours. SEBI Registration INH000017480.

[CMA Gurvinder Mallbotra @MrRaffer]

Adani Power got two things on one day: a hydro project in Bhutan and clearance for a coal mine at home.

◆ Bhutan: Wangchhu hydro project — cross-border power
◆ India: Dhirauli coal mine clearance secured
↳ A generator earns on the gap between fuel cost and tariff — owning the

[CMA Gurvinder Mallbotra @MrRaffer]

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Educational purpose only — NOT a buy/sell recommendation. Company and brokerage names are used for editorial identification only; brokerage ratings are that firm's opinion, not ours. SEBI Registration INH000017480.

[CMA Gurvinder Mallbotra @MrRaffer]

Swiggy is selling Lynk Logistics to Udaan for ₹500 crore. Same day, Shiprocket reported a narrower Q1 loss.

◆ Deal value: ₹500 crore
◆ What is sold: Lynk Logistics, Swiggy's B2B supply-chain arm
◆ Shiprocket Q1: loss narrowed — smaller, but still a loss
↳ Two years ago

[CMA Gurvinder Mallbotra @MrRaffer]

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Educational purpose only — NOT a buy/sell recommendation. Company and brokerage names are used for editorial identification only; brokerage ratings are that firm's opinion, not ours. SEBI Registration INH000017480.

[CMA Gurvinder Mallbotra @MrRaffer]

🔴 Copper just hit an all-time high — $14,617 a tonne.

◆ Price: $14,617 per tonne, a record
◆ Copper sits inside every wire, motor, transformer and EV
↳ For cable, motor and transformer makers, copper is the single biggest line in the cost sheet
↳ Unless their contracts let

[CMA Gurvinder Mallbotra @MrRaffer]

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Educational purpose only — NOT a buy/sell recommendation. Company and brokerage names are used for editorial identification only; brokerage ratings are that firm's opinion, not ours. SEBI Registration INH000017480.

[CMA Gurvinder Mallbotra @MrRaffer]

Offer will close on 11 Sep 2026

Subscription Link

https://t.co/xYZ8kYZkAq

[CMA Gurvinder Mallbotra @MrRaffer]

1️⃣ #GVT&D — 6,000 MW HVDC

🔸 POWER GRID has named GE Vernova T&D India the L1 BIDDER
🔸 Scope: design and establishment of a ±800 kV HVDC LCC Terminal Station
🔸 Configuration: 2 x 3,000 MW
🔸 Route: BARMER II to SOUTH KALAMB — for renewable power evacuation
🔸 Execution over a

[CMA Gurvinder Mallbotra @MrRaffer]

GE Vernova is L1 to build a 6,000 MW HVDC link across India.

It was filed under a headline that just said "Bagging/Receiving of orders".

I read all 738 filings from the last session. Here are the 10 that actually matter 🧵👇

[CMA Gurvinder Mallbotra @MrRaffer]

Century Enka

Part of our Model Portfolio: Smallcap Value Discovery

[CMA Gurvinder Mallbotra @MrRaffer]

Deep Value Opportunities

1. Uflex Limited
2. Panama Petrochem
3. Century Enka
4. Bodal Chemicals
5. OCCL Ltd
6. Satholkar Synergy & E&C Global
7. AGI Greenpac
8. Epigral Ltd
9. Indo Rama Synthetics Ltd
10. AVT Natural Products
11. Somany Ceramics
12. GHCL Ltd
13.