JN

[JN @chathikatha]

@samisosa1234 In the last Arihant Conference I tried to trade an SME. Every thing went well till the promoter gave a guidance of 10-15 percent and the stock quickly went down.

[JN @chathikatha]

@MandarSherbet Looks difficult. Sold only 470 yday

[JN @chathikatha]

@outofofficedaku When i sit in the back seat of a cab in my own country.

[JN @chathikatha]

@anupammahor Rightly said. The last time I was hit with a blackswan, i made the mistake of keeping the shares. The stock crashed to penny levels and have not recovered even after a year.

[JN @chathikatha]

@IRInvesting #Ola

[JN @chathikatha]

Is ola going for a rights issue?

[JN @chathikatha]

@imsumit2411 @Sharad9Dubey Will Newjaisa venture into this?

[JN @chathikatha]

#OlaElectric
Look who predicted it first 😉

[JN @chathikatha]

Is ola going for a rights issue?

[JN @chathikatha]

@Triplearrowcap @ManishK46113331 EPC valuations are at all time low. Think there will be an upcycle

[JN @chathikatha]

@nihtbeorht Bihar has highest population density among states

[JN @chathikatha]

@Shashank1171 @Finstor85 Promoter has good clarity. Invested after his TV interview post IPO listing

[JN @chathikatha]

@ChikouTrader Esconet and Nephrocare

[JN @chathikatha]

@nano_arun Delhi is the highest ranked QOL in India, I don't need any more details.

[JN @chathikatha]

@yatinmota Good for EPC companies

[JN @chathikatha]

@Akash17971 Esconet

[JN @chathikatha]

Had read the concall shortly after the company announced a preferential issue. One participant asked how they had arrived at the valuation for the preferential allotment. The promoter seemed completely clueless.
Sometimes, the market gives you rare opportunities to simply stay away.

[JN @chathikatha]

All fin influencers collectively tweeting same matter on #Hikal

[JN @chathikatha]

@nrmangal Impending Ipo?

[JN @chathikatha]

@Stockwallah0123 Sw solar

[JN @chathikatha]

One angle on #SWSOLAR that I don’t see being discussed much:

-Tata Sons listing could actually help SWSOLAR indirectly.

1. #SWSOLAR still has a fair amount of legacy baggage. At FY26-end, contingent liabilities were around ₹535 cr. But here’s the interesting part, roughly ₹503 cr of that is covered by indemnities. So the bigger question has always been: how good is that indemnity really?

2. And that’s where the SP Group’s debt situation matters.On paper, SWSOLAR may be protected.
But if the party giving the indemnity itself is stretched financially, the market will naturally put a discount on that protection.That fear has probably been one of the overhangs on the stock.

3. To be fair, SP has honoured these claims earlier.Even the latest indemnity claim of about ₹174.5 cr was paid. So it’s not that the indemnity has proved worthless.
The concern is more about what happens if a much larger claim comes up later.

4. Now look at Tata Sons.
SP owns roughly 18.4% of it.
That is an extremely valuable asset, but today it isn’t very liquid.
If Tata Sons gets listed, that changes things quite dramatically.
SP doesn’t even need to sell its entire stake.A listed Tata Sons gives them a much easier route to raise money.That should improve their overall financial flexibility.

5. And that matters to SWSOLAR.
If the market becomes more comfortable that SP can honour future indemnity claims, the perceived risk around SWSOLAR’s legacy liabilities comes down.
₹503 cr of indemnified contingent liabilities is almost 12% of SWSOLAR’s current market cap.

6. So the way I see it:

Tata Sons listing → stronger SP liquidity → more confidence in the indemnity → lower legacy-risk discount for #SWSOLAR

Not a recommendation.