[email protected]

ppppp

[Yatin Mota @yatinmota]

Cabinet approves ₹1.86 lakh crore PM-DHARA scheme for green energy transmission

https://t.co/JYitohbblm

[Prashant Nair @_prashantnair]

IRDAI's proposed reset of the insurance landscape & the impact it has had is the latest instance which shows why regulatory risk matters for businesses.

We did a full #EditorsPlaybook on this topic. Link below.

Below is a non-exhaustive list. Not saying they are right/wrong. It is risk one has to deal with, as investors.

Feel free to add to the list below 👇

Hospitals - Price controls
Airlines - Rules changes wrt entry of airport cos ?
Power exchanges - market coupling / IEX
Equity derivatives - F&O restrictions
Digital payments - return of UPI MDR
Online gaming - prohibition versus regulation
Autos - CAFE-III emission norms
Quick commerce - dark store regulation debate
Telecom - Spectrum pricing, allocation, playing field

https://t.co/UIS8V2enYk

[Yatin Mota @yatinmota]

NSE IPO demand 4.5x issue size

Retail applications picking up

Average retail application size in NSE IPO is 2x at ₹ 30,000 per app vis a vis normal IPO average application size for retail or ₹ 15000 per app as per Bankers.

It shows sophisticated investors applying who are going to hold for long term as per Brokerages.

#NSE #NSEIPO #Nifty

[Yatin Mota @yatinmota]

IOL CP IN FOCUS - Key product prices jump by 30-40%

Isoburylene, MTBE prices shoot up 35% in China

Key Aspects of IBB and IOLCP

Backward Integration: IOLCP produces its own IBB to manufacture Ibuprofen. This setup cuts costs and lowers reliance on outside suppliers.

Market Position: The company holds a major share of the global Ibuprofen and IBB markets.

[Yatin Mota @yatinmota]

ARDEE INDUSTRIES lists at 36% premium to IPO issue price

Strong price and volume action expected on Open

Recycling business where lot of HNI interest was seen even during PRE IPO rounds done by Pantomath Group

Ashish Kacholia, Jagdish Master, Rohit Kothari are a few HNIs who have bet on this co

Lets see how stock price and performance catch up in coming quarter

https://t.co/kqq1qzWImE

[Yatin Mota @yatinmota]

DIXON margins down 3% vs 3.7% YoY

Weak results

[Yatin Mota @yatinmota]

Apple, has raised the prices of its Macs and iPads due to soaring memory chip costs 🚀🚀🚀

Among the price increases:

1. MacBook Air increased +$200 to $1,299
2. Base MacBook Pro increased +$300 to $1,999
3. Base MacBook Neo increased +$100 to $699
4. iPad Air increased +$150 to $749
5. iPad Pro increased +$200 to $1,199

[Yatin Mota @yatinmota]

IMPT FOR IT STOCKS

- Accenture Reports Results today, IT stocks will react to results in India

- SEBI likely to consider Open market buy back. This again can be supportive to IT share prices as most Large cap Indian IT cos are sitting on piles of cash

[Yatin Mota @yatinmota]

After NLC INDIA, GIC RE also trades below OFS price

[[email protected] @ketanpasad25]

@narendramodi @yatinmota I love my India

[Narendra Modi @narendramodi]

India’s growth momentum remains strong!

GDP growth rate of 7.7% in FY 2025-26 and 7.8% in Q4 of FY 2025-26 reflect the inherent strength of our economy, the success of reforms and the hard work of 140 crore Indians.

We shall leave no stone unturned to further ‘Ease of Living,’ ‘Ease of Doing Business’ and increase opportunities for our youth.

[Yatin Mota @yatinmota]

NHPC OFS demand seems bumper

SLBM price surging to Rs 3.5 per share

Post Closing 10 crore shares buyer in NHPC

Firm bidding in OFS seen in last 5 mins of trade

[Margin of Safety🇮🇳 @InvestorOfJAMMU]

BJP is a disaster for Indian Stock Market.

[Yatin Mota @yatinmota]

Panama Petro margins expansion YoY

EBITDA sees good momentum

Stock up 6% post results

[Yatin Mota @yatinmota]

Jain Recycling down 15% , stock is 30% down since results

[Moneycontrol @moneycontrolcom]

🚨 CCEA meet today: Key decisions on sugar FRP, MSME credit, semi-conductor units likely

@RoyLakshman with details 👇
https://t.co/j2osPybuxK

[Yatin Mota @yatinmota]

Paras Defence - New Order Win

Paras Defence and Space Technologies Limited has received an order from DRDO, Ministry of Defence for the development of Ku/C-Band Satellite Communication Phased Array Antennas valued at Rs 7.72 crores

https://t.co/hMpWhmEuSw

[Yatin Mota @yatinmota]

ETERNAL now trading below result day lows (below 245 levels now)

[Yatin Mota @yatinmota]

Maruti Results Much Below Expectations

Weak Margins and Lower Other income

Rising crude also negative for Autos

[Yatin Mota @yatinmota]

Reliance Q4FY26 Results Review – BELOW ESTIMATES

O2C - EBITDA biggest QoQ drop in last 7 quarters; missed analyst estimates by 12%

Oil & Gas Exploration - EBITDA biggest QoQ drop in last 16 quarters

From : @soumeet_sarkar