Sometimes, I get surprised with the data like-
1- South Korean market has gone up by 72% in this calendar year despite FPIs sold stocks worth $126 billion.
2- Taiwan market has gone up by 64% despite FPIs sold stocks worth $37 billion.
3- Whereas Indian market, FPIs sold shares worth $27 billion but market has also gone down by 18%.
South Korean market is up by 72% despite FPIs huge selling, had anyone told you in the beginning of the year that FPIs would sell heavily, you would have not imagined that market would go by 72%.
Sometime, data surprises big time.
Mkt cap fall hits stt
Mkt cap fall hits long term gains
Mkt cap falls hits short term gains
Mkt cap falls (at times) causes net losses that impact business income and hence income tax
Mkt cap fall reduces income of brokers
Mkt cap fall causes anxiety to many and impacts health which can impact work productivity
Mkt cap fall takes away spending
Mkt cap fall takes away saving
Mkt cap fall defers decisions linked to livelihood of those dependent on spending
Mkt cap fall impacts fund raising
Mkt cap fall impacts capex
Mkt cap fall reduces a country’s wealth
Mkt cap fall shows lack of capital confidence
Mkt cap fall impacts risk taking
Mkt cap fall impacts confidence
Mkt cap fall shows badly in country’s image
Mkt cap fall impacts promoter decisions
Mkt cap fall by reducing taxes takes away a lot of social expense
And yet this makes no sense to those who disregard giving mkt the importance it deserves and gets across the world
I’ve hardly seen silence by leaders on falls.
The sooner we reverse this the better for our country and its resources.
Captain Smit Machchhar is a HERO.
In the face of the gravest danger and despite being seriously injured, he showed immense courage and an unwavering resolve to protect the lives of others.
His valour helped save hundreds of lives and avert a great tragedy.
India is proud of Captain Machchhar.
Praying for his speedy recovery, renewed strength and good health.
💠 Wrapping up the final leg of Arihant Capital’s Bharat Connect Conference Sep'2026 !!
💠 A gentle reminder—let’s look beyond a mere checklist for buy/sell and quick trade ideas and treat these interactions as a continuous journey of learning.
💠Understanding management mindset, business cycles, & operational realities is equally important !!
💠Just a quiet effort to cut through the noise and turn it instead into something clean and useful.
👉 Full Day wise schedule in the linked posts.
👉 See you all in the next one. Cheers 🤞🤞
👉 Coverage Day 4 Finale :
#CosmicCRF
#RBZJewellers
#PANHRSolution
#KheriaAutocomp
After the proposed Rudra Ecovation–Shiva Texfab merger, this could get very interesting.
Imagine a 100+ acre integrated setup focused on sustainable textiles, with an already active brand like Anaura.
Anaura has already showcased collaborations with names like Ferrari & Shell, while the global shift toward sustainable materials is only accelerating.
As sustainability becomes the norm across global textile supply chains, Rudra could be sitting on a very interesting opportunity.
Just getting started. ♻️📈
PRIME INDUSTRIES the next big thing🔥🔥🔥🔥🚀🚀🚀🚀
Dr. Uday Narang, a prominent figure and promoter of OBSC Perfection Limited, Founder of Omega Seiki Mobility (OSM), has acquired a 10% stake in Prime Industries.
Taurian MPS is trading at 13-14x PE on FY27 and 9x on FY28.
Pre-IPO lock-in opening on Tuesday could give good qty for accumulation.
Excellent team and products either way very strong R&D team.
🚨 Another VERY interesting Special Situation Stock — AMPL CAPITAL
🔎 ₹3,200 Cr D.P. Abhushan × ~₹180 Cr AMPL Capital
D.P. Abhushan — the ₹3,200 Cr listed jewellery monster — and AMPL Capital are now connected through the same promoter ecosystem.
CMP AMPL: ₹30
Open Offer: ₹30
Preferential Issue: ₹30
Mcap: ~₹180 Cr
Now look at the developments 👇
➡️ DP Global Wealth Management LLP + Vikas Kataria + PACs have launched a 26% open offer at ₹30/share, involving up to ₹47.94 Cr.
➡️ Vikas Kataria and the relevant PACs are promoters of D.P. Abhushan, the ~₹3,200 Cr listed jewellery business.
➡️ AMPL has simultaneously gone through a preferential warrant issue at ₹30.
➡️ The incoming acquisition vehicle itself is DP Global Wealth Management LLP.
➡️ Funds have also participated in the preferential issue.
What do the new promoters intend to build inside this tiny listed NBFC?
💰 Gold finance / jewellery-backed lending?
A very interesting possibility given the D.P. Abhushan ecosystem.
💎 Jewellery ecosystem financing?
Dealer working capital, inventory finance or customer financing could potentially become a natural adjacency.
🏦 NBFC expansion?
AMPL could be scaled into a larger secured-lending / SME-finance platform.
📈 Wealth management?
The name DP Global Wealth Management itself makes this particularly interesting.
🔄 Broader financial-services platform?
Lending + wealth management + capital markets could potentially be built around the listed vehicle.
The fascinating asymmetry:
D.P. Abhushan → ~₹3,200 Cr mcap
AMPL Capital → ~₹180 Cr mcap
A ₹3,200 Cr jewellery business with the same promoter ecosystem is now linked to a tiny listed financial-services/NBFC platform undergoing:
Change in control + ₹30 open offer + ₹30 preferential issue + fund participation
And here’s what makes this special situation particularly interesting:
👉 Unlike many takeover/special-situation stocks where the CMP trades significantly ABOVE the open-offer price, AMPL is still available around ₹30 — the open-offer price itself.
If AMPL is eventually transformed into a meaningful financial-services platform, today’s ~₹180 Cr valuation could potentially look very different.
The end-game is still unknown.
Gold finance? Wealth management? A larger NBFC? Or something much bigger?
👀 The next few filings could reveal the real game plan.
Special situations where the entry price is around the open-offer price can offer an interesting risk/reward setup
He cleaned the river and placed a drum for devotees to put their pooja materials in.
Someone broke it and threw the drum into the river.
This is shameful. Destroying someone's effort to keep our river clean is simply unacceptable.
#TaurianMPS
Market Cap - 400cr
Business - manufactures and supplies crushing and screening equipment for mining and construction.
🔹Preferential Issue at 419 (5,94,000 Equity shares and 8,48,000 warrants)
Wrote a small piece on our investment thesis in Merritronix as @RMSGrowth. Their client base, product profile (the PCBs they make sell for INR 3-7L per board) and obsolescence engineering are not easy to replicate
No buy sell reco