Intrinsic Equity

I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.

[Intrinsic Equity @rishithegreat41]

@mbahcetepe @itswpceo Boxing beyond ur weight. Just one agni 6 with 5 mirv is enough for turkey.

[Intrinsic Equity @rishithegreat41]

@SylwiaToka43618 @Hamp_Allen Yes the two world wars were started by martians.

[Intrinsic Equity @rishithegreat41]

@Kj_techtrades You missed black box ltd.

[Intrinsic Equity @rishithegreat41]

Bloomberg is compromised. 99% of its articles on india are negative.

No sense of proportion and objectivity. Its industry level propoganda and fake news.

#bloomberg

[Rahul Shivshankar @RShivshankar]

VAGUEST APOLOGY THAT TOO HIDDEN BEHIND A PAY WALL!
Original "hit job" triggered the nation, riled the opposition and threatened to discredit India's growth story.
At least make it clear what the apology is for.

[Intrinsic Equity @rishithegreat41]

@Chart_Wallah108 Chartwallah sahab gdp aur mcap me farak hota hai just fyi.

[Intrinsic Equity @rishithegreat41]

@AnilNai49148368 @ColKhusiRam Sorry that u r so illinformed. Pakistan is a rental economy. It rents itself to others for doles. It is financially bankrupt n in a vicious debt trap. All above is like lipstick on a pig. Do u want the indian army renting itself to other countries?

[Intrinsic Equity @rishithegreat41]

@GabeZZOZZ A question : then why r ur leaders EU , USA, Canada, Australia, NZ, UK, nordics ... lining up in new delhi to sign free trade agreements? Hatred is cyclical it will come back to u, but then u must counsel ur own leaders boycott india right?

[Intrinsic Equity @rishithegreat41]

@PravinSawhney Are u bonkers. They are bankrupt, in cyclical debt trap, zero forex reserves, soaring poverty, insurgencies..
Whose payroll r u on?

[Intrinsic Equity @rishithegreat41]

Should reach 75 - 80 cr sales this year with an EPS of Rs. 4.5 to 5 this year.
Now an authorized vendor for IAF for ground support equipment which is great.
Typical risks in SME investing with a bad year due to a client loss.
But now management has to walk the talk this year.

[Intrinsic Equity @rishithegreat41]

Flat year due to a contract with a 110 cr turkey aerospace going bust resulting in 20 cr hit in turnover due to geo political issues. Resulting wcap problems.
But seems worst is over with a 40 cr executable order book as of now for FY 27 current FY and pipleline of 180 cr

[Intrinsic Equity @rishithegreat41]

This handle missed out techera engineering in earlier thread on aerospace. in this shipbuilding it forgot rappid valves.

[Intrinsic Equity @rishithegreat41]

@venom1s Antartica????

[Intrinsic Equity @rishithegreat41]

@AJEnglish Indeed. Meanwhile, India signed FTA with EU nordics NZ Australia UAE. USA and Canada on cards by year end. Amazing missteps.

[Intrinsic Equity @rishithegreat41]

@Halkiyatcilik Just one agni 6 with mirv just one is enough for turkey. So STFU.

[Intrinsic Equity @rishithegreat41]

@Ahmet_Cem_34 @stelioslst Google agni 6 with mirv. Just one is enough for turkey. Just one. U will have no time to do even one ha.

[Intrinsic Equity @rishithegreat41]

@unetrelibre @Defencematrix1 Why is your concept of humilation so warped? Dont u feel humiliated when u need to lick arses of countries for a few million of dollars loans? Genuine question.

[Intrinsic Equity @rishithegreat41]

@novice_naiyayik @Ankittskedia Nobody is denying that. But hygiene and cleanliness is the bare minimum. The image abroad of india is of a dirty country with squalor and filth everywhere and it is right.

[Intrinsic Equity @rishithegreat41]

In my opinion the tide of FII outflows is turning. With the profit booking in Korea and Taiwan and possible tax restructuring in india they could be back soon.

[Aravind @aravind]

For investors in Indian markets:

Short-term capital gains tax (stocks held <1 year) went from 15% to 20% two years ago.

Long-term capital gains tax (held >1 year) went from 10% to 12.5% two years ago.

And FIIs outflow since then:

2025: Record ₹1.66 lakh crore net - the highest annual FII outflow ever recorded in Indian markets.

2026: ₹1.51 lakh crore net just until April 2026.

Just a 2% increase matters a lot if you are an FII investing billions. FIIs invest in India because of high growth opportunities, but a depreciating rupee and an increase in taxes means they may move out their capital.

And FIIs definitely move their capital when they sense global issues may drag India's growth. We are already seeing this. This causes more stresses to India's economy, currency, and companies.

Even if futures and options keep their increases in STT (for various reasons it can be argued to make sense), for capital gains from equities, this increase in tax definitely needs to be reconsidered by GoI.

An idea I propose is the increases in taxes can be applied (some other way) only for FIIs, and only when they are taking out the capital from the country. Not sure how it can be implemented, or if it is even practical.

If not, the increases in CGT must be reconsidered, and reverted for at least the time being, to incentivize FIIs and DIs in investing in India's growth story.

[Intrinsic Equity @rishithegreat41]

@WhoamIOffended @rejutm @Ankittskedia No nuke is required. In next 50.years we are moving towards an environmental catastrophy as forests vanish, water soil n air pollution increases, temperature soars, monsoons become unpredictable, population increases...

[Intrinsic Equity @rishithegreat41]

@rejutm @Ankittskedia We do atleast what is in our hands. Par jaane do india and indians are beyond repair. This will result in an envirinmental catastrophe. Tab hopefully sudharege

[Intrinsic Equity @rishithegreat41]

@Baba_knowitall @Ankittskedia Nobody we have to stop ourselves.was on trip of arunachal. How desis have trashed a pristine environment pained me. Bottles everywhere.