Money Times Talk
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June 02, 2025
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- As per astrology view, some important turning dates are 2, 6, 9, 11, 13, 16th June 2025.
- As per data, DOW (RSI 51), Nasdaq (52), and Nifty (55) suggest markets are not overbought—no major correction likely in the near term as feared by the bear camp.
- Q4 results for most companies remain weak, reflecting demand pressure and rising competition—focus on firms with strong Q4 and promising Q1FY26 outlook.
- As per market veterans, India has evolved into a global defence powerhouse, exporting to 90 countries. Key highlights: 1. World's 4th largest economy with a $4 trillion GDP. 2. Robust Rs.6.85 lakh cr. defence budget driving military innovation. 3. Rising exporter of advanced defence equipment, strengthening global position
- As Nifty nears 25,000, large promoter block deals return—Yes Bank (Rs.13,200 cr.), ITC (Rs.12,900 cr.), Indigo (Rs.11,000 cr.), Bharti Airtel (Rs.8,600 cr.) and others—sucking liquidity and slowing index momentum.
- New SME IPO norms now mandate Rs.2L+ applications in retail; HNI segment split into SHNI (Rs.3–10L) & BHNI (10L+), with a lottery system like mainboard—reducing oversubscription via bulk bids.
- Post PAK Sindhoor ops, 18 nations seek Indian defence exports—expected to double exports, push India to trade surplus by 2026 and fiscal neutrality by 2028, saving billions in interest outgo.
- Once legend HNI Vijay Kedia says: “In the long run, only quality prevails. Stories fade, but solid execution stands tall.”
- Bottom line: the SME shakeout is real—only 1% of the top 5% may become future multibaggers. The edge lies in deep research, patience and ignoring market noise.
- In 29th March 2025 MTTs, Aries Agro given at Rs.254 touched Rs.332, Gujarat Intrux given at Rs.427 touched Rs.512, HCC given at Rs.25 touched Rs.34, Him Teknoforge given at Rs.159 touched Rs.208, Indo Amines given at Rs.115 touched Rs.151, India Pesticides given at Rs.134 touched Rs.220 - a superb gain of 64% & now at Rs.208 still looks good, IOLCP given at Rs.61 touched Rs.91 & still at Rs.88 looks very good, NCC given at Rs.209 touched Rs.24, Shri Bajrang Alliance given at Rs.134 touched Rs.225 - a superb gain of 68% during the week.
- In 12th April MTTs, Fredun Pharma given at Rs.654 touched Rs.786, GIPCL given at Rs.177 touched Rs.210, IFB Inds. given at Rs.1290 touched Rs.1411*, Ruchira Papers given at Rs.121 touched Rs.144 during the week.
- In 26th MTTs, April Anantraj given at Rs.459 touched Rs.570, Artefact Projects given at Rs.61 touched Rs.82 & still now at Rs.77 looks very good, Alpex Solar given at Rs.790 touched Rs.919, Gulf Petro given at Rs.38 touched Rs.50, Hindustan Aeronautics given at Rs.4201 touched Rs.5166, Shilchar Techno given at Rs.6677 touched Rs.7675, Vascon Eng. given at Rs.41 touched Rs.55 during the week.
- In 3rd May MTTs, IOLCP given at Rs.64 touched Rs.91 & still at Rs.88 looks very good, India Pesticides given at Rs.141 touched Rs.220 & still at Rs.208 looks very good, Machino Plastics given at Rs.243 touched Rs.317, RBL given at Rs.200 touched Rs.217, RAILTEL given at Rs.316 touched Rs.411 during the week.
- In 10th May MTTs, Cords Cable given at Rs.164 touched Rs.222, DCM Shriram given at Rs.993 touched Rs.1088, Hind Rectifiers given at Rs.910 touched Rs.1319, Reliance Power given at Rs.38.60 touched Rs.60 a superb gain of 55%, during the week.
- In 17th May MTTs, Dilip Buildcon given at Rs.473 touched Rs.516, Fredun Pharma given at Rs.691 touched Rs.786, Pennar Inds., given at Rs.193 touched Rs.230 & still now at Rs.212 looks very good, Resonance Specialities given at Rs.88 touched Rs.123 & still at Rs.113 looks very good.
- Last week in MTT 24TH May Cubex Tubing given at Rs.92 touched Rs.96, Cochin Minerals given at Rs.294 touched Rs.308, India Pesticides given at Rs.172 touched Rs.220 & still at Rs.208 looks very good, Mayur Uniquoters given at Rs.577 touched Rs.589, Reliance Infra given at Rs.305 touched Rs.347 & still at Rs.330 looks very good, Uday Jewellery given at Rs.146 touched Rs.172, Va Tech Wabag given at Rs.1522 touched Rs.1679 & still at Rs.1628 looks very good.