Paramjeet Singh

In long-term relationship with equities since 2007 | Messi fan

[Paramjeet Singh @Param83]

Really enjoyed watching Patanjali Keswani’s interview — Founder & Executive Chairman of Lemon Tree Hotels, on @ZeeBusiness this morning👏🏨

A few takeaways that stood out:

• Started Lemon Tree in 2004, identifying the huge mid-market hotel opportunity in India 🎯

• ~12,000 operational rooms today, with an ambition to reach ~25,000 🚀

• Targeting 200+ Indian cities with 5 lakh+ population 🇮🇳

• Increasingly moving towards an asset-light hotel management & branding model 💡

• Building Fleur Hotels as a separate ownership/development platform

• During COVID, hotel business/revenue reportedly fell from 100% of normal levels to just ~5% — a ~95% collapse. Yet the company survived and emerged much more resilient. 💪

What I enjoyed most was hearing the thinking directly from the founder. A fascinating story of vision, execution and resilience. 👏📈

Discl : Not a buy/sell recommendation

#LemonTreeHotels #Hospitality #Hotels #India #IndianBusiness #Business #Investing #StockMarket #IndianStocks #Entrepreneurship #Travel #Tourism #HotelIndustry #Growth

[Moneycontrol @moneycontrolcom]

#Business | SEBI to partly reverse CAS rules after pushback, says report

SEBI last month introduced a new mechanism called the closing auction session, or CAS, for stocks that have futures and options contracts linked to them

Read More:
https://t.co/pFe9qF5SQs

[sandip sabharwal @sandipsabharwal]

Another good news on the move towards #Aaatamnirbhar bharat

FPI outflows are now Rs 300,000 Crores for 2026 which is a record.
Three months still to go

Congratulations @FinMinIndia @nsitharamanoffc

[Paramjeet Singh @Param83]

Interesting analysis by @BurggrabenH on the Strait of Hormuz.

His key argument: Hormuz may not be as “closed” as headlines suggest.

• He estimates Middle East oil exports are back near ~94%.

• UAE’s “Hormuz Shuttle” is reportedly now being used by Saudi Arabia and Kuwait as well, with ~116 vessels involved.

• Saudi exports appear to have adapted despite Red Sea disruptions.

• US/CENTCOM is reportedly coordinating tanker movements through designated transit windows.

• Iranian crude exports, particularly from Kharg Island, appear to be facing greater difficulties.

• The emerging bottleneck may be STS-transfer capacity, rather than the physical movement of crude through Hormuz.

If these estimates hold, the actual oil-supply disruption could be quite different from the “closed Hormuz” narrative.

[Alexander Stahel 🌻 @BurggrabenH]

https://t.co/ynXgasZeeu

[Paramjeet Singh @Param83]

🚨 SOM Distilleries (SDBL) — BIG LEGAL WIN

• MP High Court quashes June 18 order rejecting excise licence renewal.

• Court directs renewal of ALL manufacturing licences within 15 days. ✅

• 🏭 Bhopal plant can resume operations → Madhya Pradesh sales can restart.

• 💰 Court awards ₹1 lakh costs to SDBL.

• ⚖️ Company retains the right to pursue damages/losses arising from the operational shutdown.

• 📈 Management expects a positive financial impact from restoration of operations.

Key trigger now: licence renewal → plant restart → capacity utilisation → revenue recovery.

Discl: Not a buy/ sell recommendation

#SDBL #SomDistilleries #Stocks #Investing #IndiaStocks #NSE #BSE

[Paramjeet Singh @Param83]

EIL has now crossed the ₹300 mark🚀 closing today at ₹302.55.

[Paramjeet Singh @Param83]

Engineers India Ltd (EIL): A potential $1 billion Gulf opportunity 🇮🇳🌍

• 🎯 $1 billion potential order opportunity over the next 2–3 years

• 🛢️ Discussions with Saudi Arabia & UAE for oil infrastructure

• 🚧 Opportunity includes pipelines, storage, terminals & marine infrastructure

• 🌊 Crucially, projects could include infrastructure aimed at bypassing/reducing dependence on the Strait of Hormuz

• 🇦🇪 UAE: potential expansion of oil infrastructure around Fujairah, including underground storage

• 📚 EIL order book: ~₹17,000 crore

• 🌍 Overseas orders account for ~43% of the order book

• ⚠️ $1 billion is an opportunity pipeline, NOT confirmed orders

Hormuz disruption → Gulf infrastructure rethink → Potentially a much larger opportunity for EIL.

Now watch the order conversion & execution. 👀

#EngineersIndia #EIL #OilAndGas #MiddleEast #Gulf #StraitOfHormuz #EnergySecurity #Infrastructure #Pipeline #SaudiArabia #UAE #Fujairah #IndianStocks #Stocks #Investing #India

Discl: Not a buy/sell recommendation

[Paramjeet Singh @Param83]

Brent oil under $98 now

[RedboxGlobal India @REDBOXINDIA]

SAUDI ARABIA RESTARTS EAST-WEST OIL PIPELINE || SAUDI ARABIA PREPARES TO RESUME CRUDE OIL EXPORTS FROM YANBU PORT LATER ON TUESDAY - TRADE SOURCES

[First Squawk @FirstSquawk]

IRAN HAS INFORMED THE TRUMP ADMINISTRATION THAT IT WILL OPEN THE BLOCKED STRAIT OF HORMUZ "WITHIN SEVEN DAYS" IF IT ACCEPTS DEMANDS SUCH AS LIFTING THE US MILITARY BLOCKADE OF IRANIAN PORTS, ACCORDING TO A SENIOR IRANIAN GOVERNMENT OFFICIAL ON THE 22ND. WITH IRAN'S CRUDE OIL EXPORTS VIRTUALLY HALTED DUE TO THE PORT BLOCKADE, IRAN IS TRYING TO BREAK THE PROLONGED STALEMATE BY MAKING THIS MOVE. - KYODO

[Paramjeet Singh @Param83]

Engineers India Ltd (EIL): A potential $1 billion Gulf opportunity 🇮🇳🌍

• 🎯 $1 billion potential order opportunity over the next 2–3 years

• 🛢️ Discussions with Saudi Arabia & UAE for oil infrastructure

• 🚧 Opportunity includes pipelines, storage, terminals & marine infrastructure

• 🌊 Crucially, projects could include infrastructure aimed at bypassing/reducing dependence on the Strait of Hormuz

• 🇦🇪 UAE: potential expansion of oil infrastructure around Fujairah, including underground storage

• 📚 EIL order book: ~₹17,000 crore

• 🌍 Overseas orders account for ~43% of the order book

• ⚠️ $1 billion is an opportunity pipeline, NOT confirmed orders

Hormuz disruption → Gulf infrastructure rethink → Potentially a much larger opportunity for EIL.

Now watch the order conversion & execution. 👀

#EngineersIndia #EIL #OilAndGas #MiddleEast #Gulf #StraitOfHormuz #EnergySecurity #Infrastructure #Pipeline #SaudiArabia #UAE #Fujairah #IndianStocks #Stocks #Investing #India

Discl: Not a buy/sell recommendation

[Paramjeet Singh @Param83]

At this rate, market participants will need a separate STT subsidy 😅

[RedboxGlobal India @REDBOXINDIA]

GOVT COLLECTS 42000 CR STT FROM APRIL 1 TO SEP 17

STT COLLECTION UP 52.9%

[Prashant Nair @_prashantnair]

The argument Chris Wood makes is extraordinary !

He says if the US 10y bond yield keeps selling off - Washington will be forced to stop allowing the bond market to freely function. Cap the rate !

And if that happens, Gold goes to $10K.

#Nifty #BankNifty #Trump #IranWar‌

[sandip sabharwal @sandipsabharwal]

Looks at the magnitude of freebies in just one state of India

Maharashtra #LadkiBahinYojana: ₹78,700 crore disbursed since July 2024

Just 15% of this could have kept #MDR at zero and #UPI free for everyone in India.

#Freebies #Freebies everywhere

[RedboxGlobal India @REDBOXINDIA]

NPCI: MDR TO BE SPLIT BETWEEN ECOSYSTEM PLAYERS || MDR FOR CAPITAL MARKET TRANSACTIONS LIKE MUTUAL FUNDS, STOCKBROKERS SET AT 0.02% OF TRANSACTION VALUE WITH CAP AT INR 300

[Kawaljeet Singh @kawal279]

The 1 Lakh per month limit for Small merchants to accept MDR free UPI payments is the biggest bummer.

1 L pm sale is nothing in the current inflationary times. Even a Momo / Sweet corn seller does >2.5 L pm sales in local markets.

[Paramjeet Singh @Param83]

💸 UPI — up to ₹300 | NEFT — ₹0 online (savings a/c) | RTGS — up to ₹50 + GST.

Because apparently “instant” also needs to be expensive. 😏

#UPI #NEFT #RTGS #DigitalPayments #India #DigitalIndia

[Paramjeet Singh @Param83]

📢 HFCL: Capacity Expansion Update

HFCL has approved an additional ₹820 Cr capex, taking total planned optical-fibre related capex to ~₹1,800 Cr.

🔹 Optical Fibre capacity: 43.1 Mn fibre-km
🔹 OFC capacity: 62 Mn fibre-km
🔹 Preform capacity: 600 MT/year
🔹 OFC + Connectivity order book: ~₹19,000 Cr

Demand drivers highlighted include AI infrastructure, hyperscale data centres, cloud computing & fibreisation.

Execution, utilisation and returns on this capex will be key to watch. 📊

#HFCL #OpticalFiber #Telecom #AI #DataCenters #Investing #Nifty

[Paramjeet Singh @Param83]

🚨 HFCL Concall: Hidden gems 👇

📦 Order Book: ₹26,000 Cr
🧵 OFC: ₹16,000 Cr

🛡️ Defence:
✅ Only ~₹300 Cr currently reflected
➕ Acquisition to add ~₹2,000 Cr order book (post completion)

🏢 Data Centre Connectivity:
💰 Q1 Revenue: ~₹100 Cr
🎯 FY27 Guidance: ~₹800 Cr
📑 Orders already in hand: ₹850+ Cr
🏗️ Capacity expansion: 5️⃣×

👀 The story is no longer just Optical Fibre. It’s gradually becoming a Defence + AI/Data Centre Connectivity play.

Now, execution will decide the next leg of growth. 📈

#HFCL #Defence #AI #DataCenters #Stocks #Investing

Discl: Not a Buy / Sell recommendation

[sandip sabharwal @sandipsabharwal]

The Indian Rupee has depreciated by 20% Vs the Chinese Yuan over the last one year
Even after that Imports from China continue to grow and the Trade gap with China continues to increase.
A 20% depreciation is huge and should ideally have led to some reduction in deficit and altered the terms of trade.
It's mainly due to the fact that for a large number of inputs and products there is no alternative to China even today.

[Paramjeet Singh @Param83]

@ChanderBhatia01 Couldn’t agree more. Pain is in Nifty. Broader-market portfolios are holding up well — and actually doing better.

[Prashant Nair @_prashantnair]

UST 10Y On The Cusp Of 5% !

Big Bonds Selloff.

1. US 2yr yields surged 16 bps to 4.59%, the biggest 1 day rise since April 2025

2. UST 5y yield added 15 bps to 4.76%

3. UST 10y yield jumped 12 bps to 4.96%, highest levels since October 2023

4. UST 30y yield added 8 bps to 5.37%, 19-year highs

#Nifty #BankNifty #Trump #IranWar‌ #GIFTNIFTY