Money Times Talk (MTTs) – 4/12/25

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

  • Expert analyst expects a strong Q3 GDP as post–22nd September inventory clearance and heavy festive sales from Dussehra to Deepawali have boosted demand. With Q2 impacted by postponed sales and production rising sharply since late September, another upbeat GDP print for Q3 looks possible.
  • Global cues signal a strong start for Indian markets on Monday with Dow +289, Nasdaq +151, S&P +36 and Gift Nifty +129 indicating a gap-up open. As per one expert analyst, after strong GDP data, fundamentally solid mid-caps and small-caps may join the rally in December. RBI policy on 5th December is key—any rate cut can trigger a sharp move in mid- and small-caps. Pessimism looks intelligent in bear markets, but long-term wealth is created by optimists.
  • Alembic group Jyoti Q2FY26 PAT surged 322% to Rs.6.46 cr., H1FY26 PAT rose 200% to Rs.12.48 cr. Switchgear Division bags Rs.6.45 cr. order from Indian Oil and also Rs.40.77 cr. order from GETCO. It delivered 26.1% CAGR profit growth over 5 years. Domestic sales shield from tariff risks. Stock attractive at CMP v/s life-time high Rs.208.
  • Jyoti Ltd. receives Rs.40.77 cr. order from GETCO for 525 11KV VCB panels.
  • Patel Engineering bags Rs.798.19 cr. order for excavation & coal transportation in SECL’s Jhiria West OCP, Hasdeo Area, Chhattisgarh. Scope includes excavation, OBR, coal cutting, loading, transportation, equipment hiring, diesel supply and plant maintenance. Management notes strong tender pipeline: Rs.34,000+ cr. bid, another Rs.18,000 cr. expected this FY. Keep on radar.

Subscribe for latest update

For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.

Scan Me

Contact us

© 2025 Moneytimes Powered by Time Communications (India) Limited. All Rights Reserved

Contact Us