Latest posts
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India’s Chip Revolution: 6 Semiconductor Stocks to Watch | Trade Brains
Register to Tradebrains Portal Smallcase here: https://tradebrainsportal.smallcase.com India’s semiconductor story is entering a new phase.At SEMICON India 2026, the focus shifted from proposed projects and government incentives toward actual commercial production, major investment commitments and the development of a broader semiconductor ecosystem. The event brought together more than 600 exhibitors from 52 countries, with 56…
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Festive loan this year? 60% of borrowers’ EMIs nearly match their family income – what to check
Festive-season borrowing can add to existing debt stress. A survey found that 60% of borrowers have EMIs that are near or exceed their family income, while 40% use new loans or credit cards to manage existing EMIs. Here’s what to check before borrowing.
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Vijay Kedia and Mukul Agrawal Portfolio: Can Yatharth Hospital’s Oncology Revenue Push Earnings Per Bed Above ₹35,000?
The article examines whether Yatharth Hospital’s growing focus on oncology can become a meaningful earnings driver as the company tries to increase revenue per occupied bed. Oncology already contributes close to 10% of group revenue despite only one LINAC being operational, while two more are planned at Faridabad Sector-20 and New Delhi. It also examines…
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Fortis audit order could drag listed firms into promoters’ personal debt cases: InGovern
InGovern has warned that the Delhi High Court’s Fortis Healthcare forensic audit order could set a wider precedent, potentially exposing listed companies to enforcement proceedings over promoters’ personal liabilities and challenging the established separation between companies and their owners.
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After Hindenburg: 5 Adani group companies settle disclosure violation case with Sebi
Five Adani group firms settled Sebi adjudication proceedings over alleged disclosure and governance lapses flagged in the Hindenburg Report, paying ₹1.51 crore without admitting or denying violations.
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DA news: Delhi govt to consult labour dept amid DTC drivers’ strike — Here’s a look at the top demands, latest updates
The Delhi government plans to consult with the labour department regarding striking DTC drivers’ salaries. They have threatened ‘kaam bandh’ on September 28 if demands such as DA and contract workers regularisation is not met.
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Two Wills, one estate: Why co-ordination matters
A UK Will and a separate Indian Will can work together, but only if their scope, revocation clauses, executors and assets are carefully co-ordinated to avoid overlaps or gaps.
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Motilal Oswal Nasdaq Q50 ETF crashed 46% in two days after trading at a 235% premium to NAV, what happened?
Motilal Oswal Nasdaq Q50 ETF crashed 20% on 22 September and lost about 46% from its peak in two sessions after trading at a nearly 235% premium to its NAV. Experts explain how supply constraints and strong demand pushed the ETF far above its underlying value.
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Danish Power: Data Centres and 5 Other Reasons to Keep This Transformer Stock on Your Radar
Volatility has been the word of the year for anyone touching transformer oil, copper or aluminum. Freight disruptions, a jumpy dollar-rupee rate and a geopolitical mess have squeezed input costs across the electrical equipment space. Yet one mid-cap name just posted a year that looks almost unbothered by any of it, and there’s more going…
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Linde India at 98x PE: What Expectations Are Driving the Valuation?
Linde India is an interesting valuation thesis because the company is showing strong margin expansion and rising capital expenditure despite relatively modest top-line growth. At the same time, the stock is valued at nearly 97 times trailing earnings. The market is therefore not valuing Linde primarily on what it earns today. It is placing substantial…