Prashant Jaisinghani

Be Yourself , rest all are taken ...
Real Estate professional , capital markets & Land , Residential , Banking is know territory , Equity markets Tracker.

[Brian Feroldi @BrianFeroldi]

Charlie Munger's checklist:

[Aditya Kondawar @aditya_kondawar]

Not just first-time car buyers, but first-time bike buyers are also increasing

Eicher Motors –

"First-time buyer share is increasing, with nearly one in three buyers now aged below 25 years."

Src – Nuvama Concall Compilation; no reco

[Harsh Goenka @hvgoenka]

An inspiring startup story….

[Prashant Jaisinghani @PeacePrashant]

@iamrakeshbansal Hawala is the reason & cash out & taxation and citizen safety is a bonus

[Nikhil Tiwari @nctiwari05]

Bombay Dyeing has a market cap of around Rs 2,300 crore. The company is sitting on approximately Rs 1,400 crore in cash and fixed deposits. Just the ongoing Three ICC luxury tower in Dadar has a revenue potential of Rs 6,500 crore. The realization from a single scheme in Dadar is nearly 3x the entire market cap, and margins could be 50%+. Think about that for a second.

This is a Wadia Group company. One of the oldest business houses in India. The textile business is what people associate with the name but that is not where the value is. The value is in the land. Prime Mumbai land. And nobody is pricing it correctly.

Bombay Realty, the real estate arm, has two flagship developments in the heart of Mumbai. Island City Centre at Dadar and Wadia International Centre at Worli. The Dadar land parcel alone has a total development potential of 30-35 lakh square feet. At current Mumbai luxury pricing of Rs 50,000-55,000 per square foot, you are looking at Rs 15,000 crore of gross development value. From one location.

They already sold 22 acres at Worli to Sumitomo Realty for Rs 5,200 crore. That cash came in, debt got wiped out, and the balance sheet is now essentially debt-free. Debt-to-equity is 0.1%. The company has more cash than total debt. That Worli monetization alone was more than double the current market cap.

And they still have land left. As per management interview, they have 800+ Acres (BD + Wadia Group) of land across India, out of that 80 + in Mumbai. Plus the massive Dadar development that is just getting started with Three ICC.

The core textile and polyester business is struggling. FY26 revenue fell 9% to Rs 1,460 crore. Full year PAT collapsed 94% to Rs 27 crore. Q4 showed improvement with PAT up 82% but that was driven by other income, not operations. The operating business is fundamentally unprofitable right now.

But here is the thing. You are not buying Bombay Dyeing for the textile business. You are buying it for the land bank. The textile business is a legacy cost centre that the market is using to discount the entire company. Strip out the operating losses and just look at what is on the balance sheet. Rs 1,400 crore cash. Zero debt. And land in Dadar and other locations worth multiples of the market cap.

If the Wadias decide to go aggressive on real estate development, this company reprices overnight. Even a joint development model where they contribute land and a developer puts in the capital would unlock enormous value. The Three ICC launch is the first real signal that they are getting serious about monetization.

The risk is pace. The Wadias have historically been slow to monetize. The textile business continues to bleed cash. And real estate development timelines in Mumbai are unpredictable. If they take another 5-7 years to develop Dadar fully, the value erosion from the textile side could offset some of the land upside.

Rumours are the next launch is in Thane. With this they wouldn't just be a one off scheme real estate player. New hires are there.

But at Rs 2,300 crore market cap for a debt-free company sitting on Rs 1,300 crore cash with Rs 15,000+ crore of developable real estate in South Mumbai, the risk-reward is heavily skewed in one direction. The market is giving you Mumbai land at a fraction of what any developer would pay for it.

Views are personal. For educational purposes only. Not investment advice.

[Compounding Quality @QCompounding]

10 Visuals that will change your life

1. Give yourself an investing MBA

[Pavan Goyal @Pavan_07goyal]

🚨 Nifty Analysis for the upcoming week -

CMP - 23,366.70

Gift Nifty is indicating a gap down of over 350 points.

Opening could be close to 23000.

Supports - 22830/22540/22180
Resistances - 23155/23260

After opening, market could test the resistance near 23155.

Best strategy would be to go short near 23155. This could also be a positional short with SL of daily closing above 23260.

Conclusion - Due to gap down, market might break the important support of 23155 and we might slide further down in the coming days. But it is important to short near resistance for better risk and reward.
#Nifty #StockMarket

[The Superior Man @superior_hombre]

This is the Men's Complete Health Bible :

40 things every man should know about his health before 35.

Most men learn these too late and regret later: 🧵

[Muthukrishnan Dhandapani @dmuthuk]

With inputs taken from Dr. Anand Ranganathan post @ARanganathan72

Annamalai's qualifications:

Class 12: 94%

​Bachelor of Engineering (BE): 84%

​CAT Score: 99.32 Percentile

​PGDM: IIM Lucknow

​UPSC Rank: 244 (Indian Police Service)

​Chevening Fellow: University of Oxford

Served as Superintendent of Police (SP) and Deputy Commissioner of Police (DCP).

Widely recognized as an exceptionally popular and efficient police officer during his tenure in Karnataka.

While at IIM Lucknow, he obtained special permission from the institute to pursue a summer internship within a political party instead of a traditional corporate firm. During the 2009 Lok Sabha elections, he spent three months working as an intern under the late DMDK leader Vijayakanth.

[sandip sabharwal @sandipsabharwal]

#ACMESolar came out with an IPO in November 2024 at Rs 289 per share which barely scraped through
Now after 18 months of barely no returns another huge QIP of Rs 2000 Cr plus at Rs 279/share

The Solar segment is a huge value trap with too many players and oversupply. Right now profits are hugely bloated due to import protection and poor pricing discipline of power producers.

Maximum bankruptcies in the next 5 years will be from this sector.

[Prashant Jaisinghani @PeacePrashant]

53 cr live audience on jio hotstar for RCB vs GT finale almost 1 in 3 indians watching Jio . Geat viewership #JioStudios #ipl #bcci #Rcb

[Tradeswift @tradeswift]

Some Major Corporate Action for Next Week as published in Weekly Newsletter.

#DividendStocks #Buyback #right #split

Disclaimer - https://t.co/1c5VAs2bRs

[Prashant Jaisinghani @PeacePrashant]

@jassneetsingha Check goldenpi website it's based from zerodha .

[Muthukrishnan Dhandapani @dmuthuk]

Once again sharing few things I wrote about Japan last year:

Very friendly people. Extremely clean country. Their public toilets are so clean, hygienic and tidy. Not all of us can maintain such standards even at our own homes. Zero trash.

A very high trust society. Their love for Indians are evident. Nice places to see. 80 years before they were totally destroyed. How amazingly they have rebuilt the entire nation.

In general, no one cheats you. Neither a street side vendor nor a cab driver. People greet you and thank you profusely.

Shintoism and Buddhism accounts for more than 95% of the country's population. Shintoism is extremely similar to Hinduism. Most Japanese practice blend of both Shintoism and Buddhism.

It is not exaggeration if the bullet train is at 10.03 am means, it is precisely 10.03 am. Nothing is late. Everything is on time. They have not only become an economic power but role model for cleanliness, trust, discipline and safety. One of the lowest crime rates in the world. Even women travelers visiting Japan can explore the cities in midnight.

Did not see a single traffic police or cop during the our stay in Japan. May sound exaggeration but the truth is no one violate any traffic rules. Being a high trust society, the role of the cops are less.

Bullet train stations, shrines and many public places are hugely crowded. Thousands and thousands of people assemble in very small area. You've to see the crowd at places like Shibuya crossing in Tokyo to believe it. You'll see no cop anywhere for crowd control. People automatically follow queue everywhere.

What you've heard is not exaggeration. If your cab time is 10 am and you are 2 minutes late, you would have missed the cab and have to look for next. There are instances where bullet train drivers have apologised for being half a minute late. The nation values punctuality a lot and it is non negotiable.

Many people live well beyond 100. The average life expectancy for women is 88 and for men is 84. Generally people look and act fit. They walk a lot.

Really surprising how discipline, cleanliness and trust comes so naturally to them.

Japanese have the highest IQ in the world too.

Few people from our group went separately in the middle of the night to Shibuya crossing to witness night life there. They lost their way. An elderly Japanese gentleman walked with them close to one kilometer to railway station, waited for them to board train going to right direction, mentioned how many stations after which they should get down and then only left. How many of us would do this to strangers at middle of the night?

A small boy, may be 3 or 4 years old, dropped a piece of ice cream wrapper on the ground in the bullet train station. The Japanese man following him immediately picked the trash, seeing no trash can near by, put it in his pocket to dispose of later.

As I said before, your ignorance is never exploited, not even by a street vendor or a cab driver. Your lack of awareness about pricing in the local economy, never make Japanese merchants exploit you. They don't even charge a yen more than what is actually due to them.

No pick pockets, stealing or any safety issues. Almost zero crime.

I'm unable to understand how they have made such a large nation practice ethics, cleanliness, discipline, trust, safety and courteous behaviour. Though it may be automatic for them, how much they wish and bow. More than economic prosperity, this national DNA appears miraculous.

What is very striking is the poorest of Japanese people have better quality of life than richest of Indians.

[Financial Express @FinancialXpress]

Top-rated SIP funds: 3 schemes with up to 21% returns in 10 years; Rs 10,000 SIP grows to Rs 37 lakh https://t.co/i54b0fGrHG

[Gurmeet Chadha @connectgurmeet]

When corporate profitability peaks , market cap goes up, it uplifts the broader economy and not just select few.

- Samsung gave $350000 ( 3.25 cr ) to 80000 workers. Created 175 won billionaires.. massive consumer spending spree in South Korea

- TSMC did not just make individuals rich; its success lifted the broader Taiwanese economy, driving up wages at lower n mid level and luxury markets at higher income level.

Economic prosperity and high growth is the only long term solution to uplift people ..

India needs to grow 8-9% and most importantly respect entrepreneurs.. our policies, taxation needs to reflect that.

jai Jawan , jain Kisan Jai udyogpati should be the new slogan!

[Equity Earnings @Pkjat340]

Chemplast Sanmar Ltd Concall Summary for Q4FY26

MANAGEMENT COMMENTARY
• FY26 described as exceptionally challenging year
• Commodity business impacted by severe pricing pressure
• Chinese dumping continued hurting domestic PVC economics
• Specialty Chemicals business remained structurally strong
• Focus shifted toward cost optimization and portfolio review
• Board evaluating long-term structural reorganization options

OUTLOOK
• Specialty Chemicals expected to outperform going forward
• Custom Manufacturing revenue target of ₹1,000 crore maintained
• Timeline delayed by around 12 months due to global delays
• Commodity business likely to remain volatile near term
• R32 refrigerant project commissioning progressing in phases
• Potential future debottlenecking under evaluation

INDUSTRY
• Chinese carbide PVC imports pressuring Indian market
• West Asia conflict disrupted VCM and feedstock supply
• Agrochemical sector facing destocking and pricing pressure
• QCO removal and duty cuts weakened domestic protections
• Ethylene-route producers facing disadvantage vs carbide route

COMPETITIVE POSITION
• Paste PVC remains protected through anti-dumping structure
• Specialty portfolio benefiting from higher entry barriers
• Commodity PVC pricing disconnected from raw material costs
• Specialty end-markets remain relatively resilient

RISKS
• Heavy dependence on imported VCM supply chain
• Freight and logistics disruptions remain elevated
• R32 business dependent on future quota allocations
• Persistent crude and gas inflation impacting competitiveness
• Commodity volatility continues affecting profitability

GROWTH DRIVERS
• 45+ molecules under development pipeline
• 17 molecules already commercialized
• Expansion of Europe and Japan business development teams
• New R32 fluorochemical facility ramp-up underway
• Independent board committee exploring restructuring options

PRODUCT MIX
• Suspension PVC contributed 53% of topline
• Specialty Chemicals contributed 38% of topline
• Value-Added Chemicals contributed 9% of topline
• Specialty Chemicals revenue grew 13% YoY in Q4
• Specialty volumes increased 17% YoY
• VAC segment impacted by maintenance shutdowns

FINANCIALS
• FY26 revenue stood at ₹4,224 crore
• Consolidated EBITDA came at ₹198 crore
• Net loss reported at ₹280 crore
• Non-cash impairment charge of ₹898 crore recognized
• Additional ₹150 crore exceptional provisioning booked
• Consolidated net debt stood at ₹1,419 crore

CONCLUSION
• Commodity PVC business remains under structural pressure
• Specialty Chemicals segment showing strong resilience
• Strategic pivot toward higher-margin specialty portfolio underway
• R32 and custom manufacturing pipeline remain key growth drivers
• Restructuring review could unlock long-term shareholder value

#Chemplastsanmar #Q4Results #sharemarket

[The Investing for Beginners Podcast @IFB_podcast]

How to give yourself an Investing MBA:

h/t @QCompounding

[Aria Westcott @AriaWestcott]

🚨 BREAKING: I asked Claude to improve my LinkedIn profile.

It didn’t just improve it. It made it a recruiter magnet.

Here are the 7 exact prompts I used:

[Brian Feroldi @BrianFeroldi]

How companies raise capital: