Deep Industries posted 75% higher Q2 EPS of Rs.10.5 and 67% higher EPPS of Rs.19.7 vs FY25 EPS of Rs.14.1, which may lead to FY26 EPS of Rs.30. Share trades at a P/E of 16.5x. Attractive.
Rox Hi-Tech posted H1 EPS of Rs.4.6 vs FY25 EPS of Rs.11. It holds Rs.27 cr. cash and Rs.36 cr. loans given. Its net block including CWIP is Rs.34 cr. Share trades at a forward P/E of 4.2x, long-term prospects look strong.
Despite Nifty near highs, mid and smallcaps stay rangebound with weak discovery. IPO frenzy persists despite heavy discounts, driven by retail greed and RBI’s relaxed IPO funding. Underwriters remain stuck even after 30–40% cuts.
Blue Cloud Softech has been empaneled as a 5G (FWA) partner to expand internet services in Tamil Nadu. The company will design, supply, deploy, operate, and maintain 5G RAN, Edge Core, radio access systems, and CPE equipment. A semiconductor–telecom momentum stock to keep on radar.
Confirmation bias often pushes investors toward information that supports their views, leading to overconfidence and poor decisions. Smart investors build wealth through conviction, not collection—two right stocks can outperform twenty. Generational wealth comes from focused, high-conviction bets, not chasing green in every stock. Stay disciplined, stay selective, and follow conviction over noise.
As per market grapevine, earnings growth is expected to revive from Q4. Foreign investors are unlikely to return meaningfully until double-digit earnings come back.
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