Money Times Talk (MTTs) – 12/05/2026

  • Selecting a stock is different from deciding when to enter and exit. Investors should always focus on three key rules — what to buy, when to buy, and when to exit. Success in the stock market depends not only on stock selection but also on disciplined entry and exit timing.

 

  • Moving from short-term speculation to long-term wealth creation requires a major mindset shift. Investors tracking daily or weekly returns often miss bigger opportunities. Before investing in equities, every investor should understand these key principles: a) Equity returns are non-linear: Markets do not move in a straight line. Sharp rallies are often followed by consolidation and volatility. Patience is the key to long-term wealth creation. b) Avoid performance chasing: Comparing portfolios with last year’s best-performing sectors defeats diversification. Different asset classes perform differently across market cycles. c) Respect asset class boundaries: Equity and fixed income serve different purposes. Equities focus on growth, while fixed income focuses on stability and capital protection. d) Markets are indifferent to expectations: Volatility is part of the market. Successful investing depends on disciplined reactions, not constant predictions. e) Money rewards patience more than excitement: Chasing trends and reacting to every news flow rarely creates wealth. Staying invested in quality businesses and allowing compounding to work remains the real key. The real secret of the stock market is conviction and discipline. Back strong ideas with proper risk management, keep reasonable stop losses, and let profits run over time.

 

  • HFCL is strengthening its defence business amid rising geopolitical tensions and military spending. The company has consolidated its aerospace and defence operations under HFCL Advance Systems. Keep on radar for decent medium-to-long term gains.

 

  • On 7-5-2026, Astrone Capital VCC Arven bought 15 lakh shares of Shanti Gold International at Rs.225. Above Rs.274, the stock may move towards the Rs.300–330 range.

 

  • IPO of Sai Silks Kalamandir came at Rs.222 and later touched Rs.312. At current levels of Rs.117, valuations look attractive. FY26 results and dividend meeting is on 12-5-2026, followed by analyst/investor meet on 13-5-2026. Risk-reward appears favourable at current levels.

 

  • Debt-free Denta Water & Infra Solutions delivered strong Q3 and 9MFY26 performance. Revenue rose 31% and EBITDA grew 34%. It secured Rs.106 cr. Karnataka water infrastructure orders, strengthening order book visibility. Promoters hold 71.91%, ROE stands at 32.6%, and the company paid 25% dividend for FY25. Stock looks attractive at Rs.293 v/s 52-week high of Rs.479.

 

  • Dividend-paying Indo Amines acquired MIDC Mahad industrial land for expansion. H1FY26 PAT rose 42% to Rs.46.95 cr. with strong ROCE and ROE of 18%+. With reserves of Rs.324 cr. and PE of just 11, stock looks attractive at Rs.123 v/s all-time high of Rs.248.
MT | Money Times

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