Things To Read Daily

Handpicked things to read daily related to financial market to increase knowledge & IQ. Admin: @uremo_24

[Things To Read Daily @TTRDresearch]

#NSDL ✅🚀

[UremO 👑 @UremO_24]

BOND TRADING PLATFORM WILL BE NEXT GROWTH DRIVER FOR NSDL :

🟢📖 NSDL Bond Platform

☀️ NSDL is building a digital bond-selling platform, mandated by SEBI, to make corporate bond trading much easier for retail investors.

☀️ Biggest problem today = physical DI slips. Selling bonds can require paperwork/courier and take 3–7 days, creating settlement risk and discouraging investors.

☀️ NSDL will digitise the entire process, securities can be verified and blocked digitally when a sell order is placed, eliminating physical DI slips.

☀️ Settlement could become instant/T+1 instead of several days, with APIs allowing brokers to access demat details and automate debit mandates.

☀️ Potentially a big positive for India’s corporate-bond market:
easier selling → more retail participation → higher liquidity → better price discovery and a more equity-like trading experience.

☀️ Investment angle: The biggest beneficiaries could be bond platforms/OBPPs, brokers, depositories and other financial-market infrastructure players, if the platform materially increases retail bond volumes.

#NSDL #Bonds

[Things To Read Daily @TTRDresearch]

THIRUMALAI CHEMICALS & UPL 🔴🚨

• Thirumalai Chemicals (TCL) is in a high-stakes binary position: its US project to produce Maleic Anhydride (and downstream Malic/Fumaric acids) from cheap shale-derived n-butane could become either a major turnaround success or a classic cautionary case of project failure.

• The original plan (around 2019–20) targeted a ~$110 million modular plant built partly in India for cost savings, with expected ~40% EBITDA margins and a sub-3-year payback by using n-butane that was previously being flared.

• Multiple setbacks (COVID, rising US labor/material costs, Chinese equipment bans, and scope changes) drove project costs sharply higher, to $180M, then $235–255M, and most recently ~$340 million, stretching the payback period to 8–10 years.

• TCL’s balance sheet is under severe pressure: debt stood at ₹2,150 crore (March 2026), trailing operating profit is very low (~₹20 crore TTM), cash from operations is negative, and the board recently approved a large ₹750 crore fund raise while promoter holding has fallen to ~37%.

• The financial stress has spilled over to group company Ultramarine & Pigments Ltd (UPL) through cross-holdings (UPL owns ~18.23% of TCL; TCL owns ~14.38% of UPL) and direct support (₹45 crore preferential investment + ₹65 crore inter-corporate loan), diverting UPL’s focus and cash flows away from its otherwise strong core business.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

#UPL #TCL

[Things To Read Daily @TTRDresearch]

Tempsens IPO is coming & Rakesh Jhunjhunwala's ₹8 crore bet in it will be worth ₹360 Crores 💰💰

#tempsens #IPO

[Things To Read Daily @TTRDresearch]

@ishmohit1 @srisiv1 Loan book growth of private banks fell bcz of credit to deposit ratio. Everything else is result of it.

[Things To Read Daily @TTRDresearch]

@ChartsByYogi Thank you so much for appreciation 😊♥️♥️

[Things To Read Daily @TTRDresearch]

BANK NIFTY vs NIFTY50 ratio chart shows for next few months, #banknifty will outperform #nifty50 .

The ratio is all set to give breakout. Signaling that numerator will outperform denominator.

@TTRDresearch .

[Things To Read Daily @TTRDresearch]

Indian mothers and relatives would never approve this hairstyle.

Honda’s Chief Design Engineer. 👇

[Things To Read Daily @TTRDresearch]

Vijay Kedia Portfolio:

5 stocks surge up to 55% in CY26.
1 new addition in June quarter.

Ace investor Vijay Kedia’s publicly disclosed portfolio (stakes of 1% or more) consists of holdings in around 23 companies. As of around 21 August 2026, the combined market value stood at approximately ₹1,415 crore, marking a 21% rise from ₹1,170 crore at the end of December 2025.

In calendar year 2026 so far, the portfolio has seen more negative performers than positive ones.

The five stocks that gained between 10% and 55%, along with five major laggards that fell more than 20%.

🟢 Top gainers in CY26:

• Neuland Laboratories: +53% (₹15,190 → ₹23,295). Stake: 1.01% (value ≈ ₹303 crore).

• Advait Energy Transitions: +43% (₹1,456 → ₹2,086). Stake: 1.14% (value ≈ ₹26 crore).

• Eimco Elecon (India): +37% (₹1,598 → ₹2,187). Stake: 1.45% (value ≈ ₹18 crore) — newly added in the June 2026 quarter.

• Sudarshan Chemical Industries: +28% (₹948 → ₹1,213). Stake: 1.27% (value ≈ ₹121 crore).

• Yatharth Hospital & Trauma Care Services: +25% (₹682 → ₹855). Stake: 1.00% (value ≈ ₹82 crore).

🔴 Major laggards in CY26:

• Precision Camshafts: –22% (₹167 → ₹130). Stake: 1.05% (value ≈ ₹13 crore).

• Global Vectra Helicorp: –22% (₹196 → ₹153). Stake: 4.9% (value ≈ ₹10.4 crore).

• Mahindra Holidays & Resorts India: –28% (₹310 → ₹223). Stake: 1.00% (value ≈ ₹45 crore).

• Repro India: –30% (₹462 → ₹321). Stake: 6.32% (value ≈ ₹29 crore).

• Innovators Facade Systems: –37% (₹184 → ₹116). Stake: 8.71% (value ≈ ₹19 crore).

#VijayKedia #investing #nifty

TG channel : https://t.co/1rpQgKR7Ti .

@TTRDresearch .

[Things To Read Daily @TTRDresearch]

📖 ARTIFICIAL INTELLIGENCE vs INDIAN IT

AI is changing India’s $315 billion IT industry. Companies like TCS, Infosys, Wipro and HCLTech are moving away from charging clients mainly based on employee hours and towards performance/outcome-based pricing.

Clients want more work for less money. AI is making developers much more productive, so customers are demanding 25–30% lower costs, faster delivery and higher productivity.

Smaller IT companies are gaining advantage. Persistent Systems and Coforge are growing much faster than the large IT companies because they can quickly deploy senior talent, run AI pilots and offer flexible pricing.

Traditional IT jobs are under pressure. AI is reducing the need for routine coding and entry-level engineers. Some global companies are also bringing work in-house instead of outsourcing it to Indian IT firms.

Biggest takeaway for investors: The old model of “more employees = more revenue” is weakening. IT companies that can use AI to deliver more with fewer people may benefit, while companies unable to protect pricing and margins could struggle.

#NiftyIT #Ai

[Things To Read Daily @TTRDresearch]

Nuclear Power players demanding tariff guarantee, lower GST, funding etc.

[Things To Read Daily @TTRDresearch]

Rising commodities prices & inflation in overall support,y chain & raw materials is causing multiple ptice hikes in cars.

#TATAMotorsPV

[Things To Read Daily @TTRDresearch]

Former Goldman Sachs CEO who has seen it all and have connections to the top of the govt, points out towards AI bubble 🫧

[Lloyd Blankfein @lloydblankfein]

Risk management 101—every exposure should have a limit, even when you’re sure nothing could go wrong. After all, the Titanic sank and AAA mortgage bonds went to zero. I worry about the market’s (and the economy’s) unlimited appetite for exposure to the positive AI revenue story.

[Things To Read Daily @TTRDresearch]

• Ray Dalio warns that a US debt crisis could hit in roughly three years (give or take two) if the government fails to cut the budget deficit from about 6% of GDP to 3% through spending reductions, higher revenues, and lower interest costs.

• He recommends investors underweight or reduce bond holdings and instead diversify into assets and countries with stronger finances to protect against the risks of rising debt, higher yields, or potential monetization.

• Dalio specifically advises allocating 10–15% of a portfolio to gold and a small amount to Bitcoin, arguing these non-government-produced assets could both lower risk and improve returns as fiscal pressures mount. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

#Gold #Silver #HedgeFund

[Things To Read Daily @TTRDresearch]

From next exporter to importer.

Used ethanol to reduce oil import. Now we are importing sugar. #Sugar

[Things To Read Daily @TTRDresearch]

☀️🟢 VEDANTA

Two Advanced Alloys: Vedanta Aluminium introduced a Copper-Doped Alloy for high-temperature durability and a Vedanta Foundry Alloy (VFA), co-developed with IIT Delhi, to balance lightweighting with high strength.

Domestic Import Substitution: The materials provide Indian automakers with locally sourced, high-performance alternatives, reducing the country's reliance on foreign alloy imports.

ICE and EV Readiness: Both products offer high strength-to-weight benefits designed to optimize structural components for both conventional internal combustion engines and electric vehicles.

#Vedanta

[Things To Read Daily @TTRDresearch]

Mutual funds hold IPO stocks beyond the 90-day anchor lock-in, especially small-cap bets and their returns.

[Things To Read Daily @TTRDresearch]

@thewire_in @tarushi_aswani Biggest democracy

[Things To Read Daily @TTRDresearch]

Banks and NBFCs that have exposure to Gold loans.

And what percentage of earnings come from gold loans.

[Things To Read Daily @TTRDresearch]

CRUDE OIL chart analysis 📊📈📉

The trendline has acted as resistance since March for #crudeoil prices.

Breakout above it will be very BULLISH for #oil

It can be very bearish for stockmarket.

So keep watch on it.