Latest posts
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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…
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Tycoon Dinesh Thakkar buys India’s most expensive known single residential unit for ₹711 crore — Check all we know
Dinesh Thakkar, founder of one of India’s biggest retail stockbrokers, Angel One, has bought a luxury residential tower in Mumbai for ₹711 crore, marking the most expensive known purchase of a single residential unit in the country, as per Bloomberg.
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IOC, BPCL, or HPCL: Which Oil Company Might Pay the Biggest Price for Russian Crude
Indian oil refiners are in focus as the US steps up pressure on buyers of Russian crude. The latest sanctions could allow tariffs of up to 100 percent on major buyers, raising concerns over crude procurement costs and the earnings of Indian oil marketing companies. While no direct ban or tariff has been imposed yet,…
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Solex Energy In Focus After Announcing ₹4,000 Crore Capex Plan & ₹4,500 Cr Revenue Target
The renewable energy market in India is going beyond the manufacture of solar modules as the need for domestic supply chains increases and demand for better efficient solar cells and energy storage rises. Companies are keen to include stages in the entire renewable energy value chain to control costs, quality, and supply. The share price…
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Borosil Renewables In Focus After Revising Expansion Capex To ₹1,100 Crore & Delaying Timeline
India’s largest solar glass manufacturer, has pushed out the commissioning timeline on its Gujarat furnace expansion beyond what was originally announced. The company points to disruptions from an ongoing overseas conflict as the reason behind both the delay and a higher project cost. Alongside the revised schedule, the board has also reviewed a newly notified…
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5 money lessons from Smriti Mandhana’s record-breaking cricket career: Diversification, consistency and more
Smriti Mandhana’s cricket career leaves a lot to learn for investors. Here are 5 money lessons from her record-breaking journey.
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Vijay Kedia Stocks Trading at a Discount of Up to 50% From Their 52-Week Highs to Keep an Eye On
Vijay Kedia is a well-known Indian investor and stock market veteran, recognised for his long-term investment approach and ability to identify promising businesses with strong growth potential. He began investing in the stock market at the age of 19 and later founded Kedia Securities in 1992. Kedia is known for his SMILE investment philosophy, ‘Small…
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Cranex In Focus After Securing Orders Worth ₹7.18 Crore For Cranes & Material Handling Systems
The requirement for the use of heavy machinery and material-handling equipment directly relates to the growth of infrastructure, power generation facilities, and large engineering projects being undertaken. Cranes and lifting machines are essential in moving heavy equipment and materials in construction sites, power plants, and production facilities. The share price of Cranex Ltd closed at…