Puspendu Goswami

Self employed

[Sekhar @LearningEleven]

Another good week comes to an end for small and mid caps.

There has been something for every type of investor.

Whether your preference is deep value/pessimism plays like Balaji Amines or Beta Drugs, hyper-growth stories like MTAR and Sterlite Tech, consistent compounders like Laurus, Welspun Corp, and Garware, or turnaround stories like SBCL and SGRL, the market has offered opportunities across the board.

The key is to play well and size your positions wisely.

The small-cap index is now gradually approaching a key resistance zone, making the next few weeks particularly interesting. While the broader index may consolidate, pockets with strong earnings visibility could continue to outperform.

Have a great weekend!

Disclaimer: This is not a buy or sell recommendation for any of the stocks mentioned.

[Shiladitya @shiladitya4u]

Now that Aeroflex Industries has gone to the moon and beyond, Now Markets are pumping Aeroflex Enterprises.

To be fair, Aeroflex enterprises is trading at a huge discount -
Currently, Aeroflex Industries market cap- 6500 Cr
Aeroflex Industries hold 60%, worth 3900 Cr.

Even if you apply 50% discount, it comes to be 1950 Cr.
Current Market cap of Aeroflex enterprises - 1400 Cr.

Also, it holds stakes in Aeroflex Neu, Hyd-Air etc.
So, valuation wise it is pretty cheap.
Now, God only knows what kind of holding company discount market is going to give. Even at 50% discount, there is substantial upside.

[Sunil Gurjar, CFTe @sunilgurjar01]

🚨 ALL-TIME HIGH BREAKOUT ALERT 🚨📈

Strong momentum is clearly visible in the market as these stocks closed above their lifetime highs today, reflecting sustained buying interest and bullish price action 🔥

• PARAS
• KIRLPNU
• CGPOWER
• POLYCAB
• DATAPATTNS
• BLISSGVS
• FEDERALBNK
• AEROFLEX
• BLUSPRING

Stocks hitting fresh all-time highs often indicate strong trend continuation, institutional participation, and increasing market confidence 🚀

[Shiladitya @shiladitya4u]

This smallcap pharma pack created more wealth for me than the hyped up and overvalued AI proxies or Aerospace & defense names.

Each of these fired big time, still holding many -

Kwality Pharma
Sakar Healthcare
Senores Pharma
Beta drugs
Shilpa Medicare

💥💥💥

[Puspendu Goswami @Puspendu25]

@gurjota Can't understand what is the significance of showing money to others

[Puspendu Goswami @Puspendu25]

@LearningEleven Shilpa ?

[Satpal Singh @vsvicky_]

Murugappa Group is quietly tightening its grip on Wendt (India). 🔥

Via CUMI, they’ve now secured sole promoter control in Wendt (India)

German JV partner Wendt GmbH fully exited its 37.5% stake via OFS in May 2025.

Deal at discounted floor of ₹6,500/Share (₹487 Cr total offer size).

New structure in place with CUMI as sole promoter (37.5% holding).

What's interesting after the acquisition ?

Debt-free balance sheet
Cleaner ownership structure
Strong push into new products & exports
Focus on customer additions & market expansion

The First Few Quarters under a single-promoter structure could be worth tracking closely.

[Puspendu Goswami @Puspendu25]

@sunilgurjar01 Then why do you search Breakout and put stoploss? Stay long

[AIM Investments @AimInvestments]

10 Pharma/Healthcare Stocks that more than doubled in 1 year

Did you invest in any?

1. Venus Remedies- 271%

[Puspendu Goswami @Puspendu25]

@LearningEleven Himadri speciality?

[Sekhar @LearningEleven]

The past 8–9 weeks have been exceptionally rewarding for small and mid cap investors. However, if market volatility returns and the correction gathers pace, these are ten themes worth keeping on the radar.

That said, many of the stocks within these themes have already rallied significantly and may not be available at reasonable valuations. The price at which one is comfortable investing is a personal decision and should be backed by independent research and due diligence.

1. CDMO/Specialty Pharma - Sai Life, Laurus Labs, Shilpa Medicare, Gland Pharma (In the middle of a multi-year earnings cycle)

2. Recycling - Gravita (Consistent compounding theme, incremental capacities to help, plus copper foray)

3. Electrification - Quality Power, Atlanta Electricals, Yash Highvoltage, Hindusthan Insulators & Industries

4. Growth Theme - Timex, DEE Development, Prizor Viztech, SBCL

5. Precision Engineering (expensive bucket) - Sansera Engineering, Omnitech Engineering, Sedemac and OBSC Perfection

6. Image makeover - Fineotex Chemical (The CrudeChem slingshot), PVP Ventures (Real Estate to Healthcare), Viyash Scientific ("the next big thing") and NPST (international aspiration)

7. Tier 2/3 Pharma - Sakar/Sudeep/Kwality Pharma/Venus Remedies

8. Exports Bucket - Garware Hi Tech and Goldiam

9. Logistics - Aegis Logistics

10. Defence - Apollo Micro and Paras Defence

Disclaimer: Not a buy or sell recommendations. Shared for further research and study.

[Tushar Sarkar @tsatwork]

Quality Power marks it entry into insulator segment through acquisition of 100% stake in Winwin Speciality Insulators Limited (WSIL) for ~ INR 315 Cr.

WSIL manufactures high-voltage ceramic insulators up to 1200 kV, polymeric up to 400 kV.

Facility is strategically located in Atchutapuram SEZ, with port access.

Acquisition expands Quality Power's HV product range and market presence.

[Shreenidhi P @nid_rockz]

JNK India
#JNKIndia

100-300cr order(Large)

Large waste gas handling systems from CC7 Emirates Engineering Solutions,UAE
International order

Orderbook reaches 2100-2200cr now with this addition providing good visibility for FY27 and FY28

Additional orders from the bid pipeline, if gets converted provides upside visibility to the numbers

[Puspendu Goswami @Puspendu25]

@unseenvalue Guruji do you also follow the technical chart?

[Puspendu Goswami @Puspendu25]

@ANI If any common citizen doesn't wear a helmet then it will be a punishable offence. But for political leaders law is just a trash

[Chart Wallah @Chart_Wallah108]

𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗿𝗲 𝗕𝗼𝗼𝗺 💥

PM Modi : "This is among the largest proposed investments in the country’s digital infrastructure ecosystem"

AirTrunk to invest 3,00,00,00,00,00,000 to develop 5 GW data centre in India 🇮🇳

List of companies to benefit 👇🏻

[Shreenidhi P @nid_rockz]

JD Cables
#JDCables

FY27 guidance:
50-60% revenue growth YoY vs FY26 with similar EBITDA margins

EPC scale up
200cr rev in FY27

New capacity:
Dankuni facility
1.18 lakh sqft capacity
2-4x overall revenues potential in next 2-3 years

Conductor division to start immediately
Cables and wires to start within next 2 months

FY27 utilization targeted at 70-80%

Orderbook at 515cr as on date

[Contraction Trader @iramyram]

Trading Data Center & AI Theme Has Been My Priority From Last 2 Months Stocks That I'm Holding:

Netweb Tech Up By 20%+.
Cemindia Projects Up By 20%+.
RR Kabel Ltd. Up By 13%.
Aeroflex Industries Up By 9%.

[Puspendu Goswami @Puspendu25]

@EagleEyesTrades Business analysis or chart analysis?

[Puspendu Goswami @Puspendu25]

@EquityInsightss Where to find this chart?