MT Talk Daily

Chandan Healthcare partners with Jeena Sikho Lifecare as exclusive diagnostic provider for pathology and radiology services across all hospitals and clinics in India.
HEC Infra Projects assigned credit ratings by Infomerics Ratings, IVR BBB- / Stable for Rs.17.00 cr long-term and IVR A3 for Rs.30.00 cr. short-term facilities.
Nisus Finance Services Co assigned CARE BBB+ / Stable rating.
Sarveshwar Foods Singapore unit secures new export order of Rs.266 million; total orders now Rs.1,226 million.

Fly SBS Aviation to induct an Embraer Legacy 650 aircraft on dry lease, expanding its existing Legacy fleet. The 13-seater jet, with a range of 3,900 nautical miles, will enhance FlySBS’s ability to cater to India’s growing demand for medium to long-haul private travel across the Middle East and Southeast Asia.
Emerald Finance expands gold loan operations to Andaman & Nicobar and partners with Jatson Power Pvt. Ltd. to offer Early Wage Access Program.

Tata Technologies acquires Germany’s ESTEC for Euro 75 million (Rs.750 cr.) to boost software-defined vehicle capabilities and establish a European base. Long-term prospects remain bright.
Tembo Global’s Q1 EPS surged 300% to Rs.17, which may lead to FY26 EPS of Rs.60+ vs Rs.33 in FY25. Long-term outlook is strong.

Alert: Teerth Gopicon fell from Rs.774 to Rs.47 in 1 year. Many SME stocks have dropped 50-90% despite optimistic results and presentations. Stay away from SME stocks without genuine insights.
Market Snapshot: 1-year returns — Nifty 1%, Gold 63%, Silver 74%. Conclusion: Silver wins gold, Gold wins silver, Nifty gets participation certificate.

As per astrology view, some important turning dates are 13, 17, 20, 24, 27, 29 & 31st October 2025.
Alert: China to impose special port fees on US ships from 14th October, up to 1,120 yuan per net ton, potentially escalating US-China trade tensions. Negative for bulls and investors.
Update: As per astrologer, RJD & Prashant Kishore may join forces post-Bihar elections to form the state government.

Veefin Solutions merges GSL and ESL with promoters transfer 21 lakh shares (~Rs.83 cr. at nil consideration) to strengthen governance & minority shareholder value.
SEPC secures Rs.32.63 cr. international order for ADNOC projects.
Steel Exchange India raises Rs.350 cr. refinancing from Kotak-led consortium, cutting borrowing costs by 5.5% and boosting financial flexibility.

International Conveyors, posted 48% higher EPS of Rs.14.5 in FY25 on small equity of Rs 6.3 cr. The share trades at a P/E of 7.1x making it a sound proposition.
20 Micron a leading producer of industrial minerals posted FY25 net profit of Rs.62.4 cr. with an EPS of Rs.16. It has reserves of Rs.363.5 cr. vs equity of Rs.17.6 cr.

KIOCL – Government-owned Miniratna PSU, over four decades in iron ore pellet manufacturing & export. Profit-making, dividend-paying, positive net worth. Recently exited 100% EOU scheme; plans new pellet plants for cost efficiency and expansion. Strong long-term value and resilience in steel/mining sector.

As per astrology view, some important turning dates are 6th, 10th, 13th & 17th October 2025.
Jyoti (Alembic group) Switchgear Division received order of Rs.43.07 cr. for 11KV VCB Panels (584 Nos) from Gujarat Energy Transmission. CMP Rs.91 v/s life high Rs.208 – attractive.

Thakkers Developers, Nasik-based, FY25 EPS Rs.7.20, debt free, huge land bank, strong project pipeline. Mcap Rs.152 cr. – attractive for long-term growth.
ABM Knowledgeware, e-Governance & Smart City solutions, strong order book & reserves. Won multi-cr FASTPAS project in UP. Promoters 67%, P/E 27. Breakout visible – keep on track.