16, June, 2025

Money Times Talk


Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.


June 16, 2025

  • Caution: For private circulation only. Please note that Money Times is for circulation among paid subscribers only. Any attempt to share your access to our website or forwarding your copy to a non-subscriber will disqualify your membership and we will be compelled to stop your supply and forfeit your subscription thereafter without any refund to you.
  • Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.
  • As per astrology view, some important turning dates are 16, 18, 23, 27th June 2025.
  • Money mindset: They say money can’t buy happiness, but debt brings depression, poverty causes suffering, and stress leads to sleepless nights. Money may not solve everything, but it solves a lot—so stay positive and grateful for it
  • Top 6 Lessons from Business Sutra by Devdutt Pattanaik (also part of ISB course): 1. Truth is contextual – Great leaders adapt, not impose ‘best practices’. 2.Wealth must flow – Lakshmi comes to those who value knowledge and sustain growth. 3. Coordination over control – Leadership means managing diverse views, not dictating. 4. Perception is reality – Business is shaped by beliefs, not just numbers. 5. Empower, don’t command – True leaders create other leaders, not followers. 6. Wealth must uplift – Balance Dharma, Artha, Kama, and Moksha to create holistic impact.
  • Top Investing Lessons: 1. A 15-bagger with 30% allocation can change your life—position sizing matters. 2. You can’t buy today’s stock at yesterday’s price or vice versa—act timely. 3. Wealth is built once; earning money is a daily grind. 4. Stock investing can help you retire early and spend more time with family. 5. Big money is made in debt-laden companies turning debt-free, not just in debt-free stocks. 6. Read, learn, and build your own conviction—wealth isn’t built on borrowed ideas. 7. Buying sector leaders rarely disappoints. 9. Be the tortoise, not the rabbit—slow and steady wins in markets too. 10. Never hesitate to sell when fundamentals worsen or double down when they improve. 11. Concentrate to grow capital; diversify to protect it. 12.Financial freedom demands risk—think like a T20 player, not a Test batsman.
  • Imagine being Siddharth Balachandran—he picked a 2.5% stake in BSE at Rs.80 cr. in 2018, saw it fall 65%, added more, held on, and now it's worth over Rs.3,500 cr.—a 50-bagger and true legacy play. PS: He also holds 0.35% in NSE worth over Rs.1,900 cr. A masterclass in conviction and wealth creation.
  • Selected Indian defence companies and their specialisations: 1. Hindustan Aeronautics – Military aircraft, helicopters, aero engines & structures 2. Bharat Electronics – Radars, comms, EW & naval systems 3. Bharat Forge – Artillery guns, ammunition, tank parts, armour solutions 4. Solar Industries – Explosives, propellants, ammo, pyros 5. Bharat Dynamics – Guided missiles, launchers, underwater weapons 6. Mazagon Dock – Destroyers, frigates, subs, merchant vessels 7. Cochin Shipyard – Aircraft carriers, ASW crafts, tankers, cargo ships 8. Data Patterns – EW, avionics, command systems 9. BEML – Defence logistics & tank transporters 10. GRSE – Frigates, corvettes, patrol vessels 11. Zen Tech – Defence electronics, simulation systems 12. Midhani – Special alloys for defence & aerospace 13. Astra Microwave – Microwave subsystems, waveguides 14. MTAR Tech – Precision-engineered defence components 15. DCX Systems – Defence-grade communication systems 16. Apollo Micro Systems – Tactical embedded systems 17. Ideaforge Tech – UAVs for defence applications 18. Paras Defence – EW, optoelectronics, comms. 19. Rossell India – NV devices, thermal imagers. 20. Taneja Aerospace – Aerospace assemblies & components 21. Krishna Defence – Body armour & protective gear.
  • Few strong stocks with sharp corrections from highs: 1. Anant Raj 2. Bondada Eng. 3. K.P. Energy 4. Nibe 5. Olectra Greentech 6. Premier Explosives 7. Power Mech 8. Premier Energies 9. Radtape 10. Skipper 11. Shakti Pumps 12. Solex Energy 13. Waaree Renewables 14. Zen Techno. As per market veterans, fast-rising stocks often correct sharply—avoid chasing at highs. Long-term investing is rewarding, but staying adaptive and reviewing positions is key to sustained success.
  • In MTT 29th March 2025, Aries Agro given at Rs.254 touched Rs.340, HCC given at Rs.25 touched Rs.37 - a superb gain of 48%, Indo Amines given at Rs.115 touched Rs.168 – a superb gain of 46%, India Pesticides given at Rs.134 touched Rs.221 - a superb gain of 65%, IOLCP given at Rs.61 touched Rs.95 - a superb gain of 56% & still at Rs.88 looks very good, NCC given at Rs.209 touched Rs.242, Shri Bajrang Alliance given at Rs.134 touched Rs.249 - a superb gain of 86% during the week.
  • In MTT 12th April, GIPCL given at Rs.177 touched Rs.217, Hindustan Aeronautics given at Rs.4107 touched Rs.5166, IFB Ind. given at Rs.1290 touched Rs.1700 - a gain of 32% during the week.
  • In MTT 26th April Anantraj given at Rs.459 touched Rs.605, Accelya Solutions given at Rs.1354 touched Rs.1467, Morepen Lab given at Rs.58 touched Rs.70, Shilchar Techno given at Rs.4451 touched Rs.6125 - a gain of 38%, Vascon Eng. given at Rs.41 touched Rs.55* during the week.
  • In MTT 3rd May IOLCP given at Rs.64 touched Rs.95 - a gain of 48% & still at Rs.88 looks very good, India Pesticides given at Rs.141 touched Rs.221 - a superb gain of 57%, RBL Bank given at Rs.200 touched Rs.231, Railtel given at Rs.316 touched Rs.478 - a bumper gain of 51% during the week.
  • In MTT 10th May DCM Shriram given at Rs.993 touched Rs.1159, Hind Rectifiers given at Rs.910 touched Rs.1377 - a bumper gain of 51%, Reliance Power given at Rs.38.60 touched Rs.76.49 a superb gain of 98% during the week
  • In MTT 17th May, Dilip Buildcon given at Rs.473 touched Rs.554, International Conveyours given at Rs.81 touched Rs.88 & still now at Rs.85 looks very good, Resonance Specialities given at Rs.88 touched Rs.124 & still at Rs.119 cum dividend looks very good.
  • In MTT 24TH May Cubex Tubing given at Rs.92 touched Rs.120 a superb gain of 30%, Cochin Minerals given at Rs.294 touched Rs.328, India Pesticides given at Rs.172 touched Rs.221, Reliance Infra given at Rs.305 touched Rs.421 - a superb gain of 38% during the week.
  • In MTT 31ST May Astal Lab given at Rs.83 touched Rs.89, RAILTEL given at Rs.398 touched Rs.465 a gain of 17%, Reliance Infra given at Rs.330 touched Rs.421 - a gain of 28% during the week.
  • Last week in MTT, Cravatex given at Rs.429 touched Rs.452, GIPCL given at Rs.198 touched Rs.217, Simmonds Marshall given at Rs.125 touched Rs.144, OCCL given at Rs.210 touched Rs.329 - a bumper gain of 57% during the week.
  • Despite tariff, currency and ground wars, weekly Trump tweets and even plane crashes, markets are still just 4-5% off lifetime highs. As per market veteran: Bazaar ko itna bhi mat darao ki darna hi bandh karde.
  • As per market grapevine, every war brings buying opportunities Israel-Iran tension is no different. Use dips to accumulate preferred stocks in phases.
Panchkarma