13, October, 2025
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Money Times Talk

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

September 29, 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 29th, 30th September and 3rd, 6th & 10th October 2025.
  • Alert: NSE monthly expiry on Tuesday, BSE weekly expiry on Wednesday, 2nd October holiday in India; global markets open. Expect high volatility next week in four trading days.
  • Alert: US stock markets reached peak valuations, surpassing Dot-com and pre-Great Depression levels; sharp corrections possible anytime.
  • As per market grapevine, Vashishtha Luxury Fashion saw a block deal by Wealth Solitaire known for multibaggers like Afcom, Bondada, Influx Healthtech, Purple United Sales and Hemant Surgical.
  • List of Selected defence & defence connected cos.: 1) Apollo Micro System 2) Axiscades 3) Azad Engineering 4) Astra Microwave. 5) BEL 6) BEML 7) Bharat Dynamics 8) C2C Advanced Sys 9) Centum Electronics 10) CFF Fluid Control 11) Cochinship 12) Data Patterns 13) Dynamatic Technology 14) GRSE 15) HAL 16) High Energy Batteries 17) IdeaForge Tech 18) Jaykay Enterprises 19) Krishna Defence 20) Mazdock 21) Marine Electricals 22) NIBE 23) Paras Defence 24) Premier Explosives 25) PTC Industries 26) Rossell Techsys 27) Sika Interplant 28) Solar Industries 29) ZENTEC.
  • Portfolio Insights: Three-year absolute returns from quality names show muted growth—TCS +0.5%, Infosys +2.5%, HUL -1.5%, Kotak Mah +3.5%, Bajaj Finserv +7%, Titan +8%, Dmart +2%, Wipro +7.5%, Asian Paints -10.5%, Nestle +8%, LTIM +5%, Pidilite +3%, Ambuja Cem +4.5%, Havells +6%, Dabur -3%. Top investors like Warren Buffet and India’s richest fund managers churn portfolios every 2–3 years, rotating from slow-growing to fast-growing companies. Retail investors are often misled to hold long term; strategic churn often delivers 25–30% returns versus 10-year CAGR of 20%.
  • IPO Alert: High-valuation IPOs, OFS, or promoter-selling stories may see froth clearing. Premium listings don’t guarantee long-term gains—avoid hype-driven or operator-backed stocks. Remember: "Easy listing, tough holding”.
  • As per market veteran, adopt a wait-and-watch stance. Valuations remain high, Q2 results likely muted. Focus on few attractively valued stocks with bright Q2/Q3 performance and minimal US exposure. Avoid leverage till Nov 2025. Recent FII outflows of $5bn+ highlight caution with money rotating into Japan, Taiwan and S. Korea.
  • Ace investor Ashish Kacholia has major stakes in top smallcap and microcap stocks including Shaily Engineering 562 cr, Beta Drugs 232 cr, Safari Industries 204 cr, Acutass Chemicals 140 cr, Balu Forge 123 cr, Zaggle Prepaid 106 cr, Xpro 103 cr, Carysil 92 cr, Yasho Industries 80 cr, Tanfac Industries 79 cr, Knowledge Marine Engg 75 cr, Fineotex Chemical 74 cr, Faze Three 69 cr, Awfis Space 68 cr, Cosmic CRF 66 cr, Agarwal Industrial 64 cr, Man Industries 60 cr, NIIT Learning 51 cr, Aeroflex Industries 49 cr, Advait Infratech 41 cr, Stove Kraft 41 cr, Vasa Denticity 38 cr, Walchandnagar 36 cr, C2C Advanced Sys 33 cr, Quadrant Future Tek 33 cr, Z-Tech 30 cr, Dhabriya Polywood 30 cr, Jyoti Structure 28 cr, DU Digital Global 27 cr, SG Finserve 25 cr, Qualitek Labs 22 cr, Concord Control 20 cr, BEW Engineering 19 cr, Infinium Pharmachem 18 cr, Bharat Parenterals 17 cr, Aelea Commodities 17 cr, Texel Industries 12 cr, Saakshi Medtech 11 cr, Thomas Scott 11 cr, Megatherm Induction 10 cr, Naman In Store 10 cr, Sanjivani Paranteral 9 cr, Inflame Appliances 8.6 cr, TBI Corn 7.6 cr, Shree OSFM E-Mobility 6.6 cr, Gujarat Apollo 6 cr, Brand Concepts 5.5 cr, Radiowalla Network 3.3 cr, Universal Autofoundry 2 cr.
  • Hindustan Tin Works, regular dividend-paying packaging player. It posted FY25 PAT of Rs.12.28 cr. (EPS Rs.11.19), Q1FY26 PAT up 68% to Rs.2.76 cr., strong FMCG demand. New unit fully operational from 27th June 2025. May surpass 52-week high Rs.234.
  • Portfolio Insights: Three-year absolute returns from quality names show muted growth—TCS +0.5%, Infosys +2.5%, HUL -1.5%, Kotak Mah +3.5%, Bajaj Finserv +7%, Titan +8%, Dmart +2%, Wipro +7.5%, Asian Paints -10.5%, Nestle +8%, LTIM +5%, Pidilite +3%, Ambuja Cem +4.5%, Havells +6%, Dabur -3%. Top investors like Warren Buffet and India’s richest fund managers churn portfolios every 2–3 years, rotating from slow-growing to fast-growing companies. Retail investors are often misled to hold long term; strategic churn often delivers 25–30% returns versus 10-year CAGR of 20%.
  • IPO Alert: High-valuation IPOs, OFS, or promoter-selling stories may see froth clearing. Premium listings don’t guarantee long-term gains—avoid hype-driven or operator-backed stocks. Remember: "Easy listing, tough holding”.
Panchkarma