Money Times Talk (MTTs) – 22/09/26

  • Big alert: As per market grapevine, companies are increasingly raising equity instead of bank funding, shifting greater business risk to investors. With many SME stocks still trading at stretched valuations, avoid junk SME IPOs and check valuations and future prospects before applying.

 

  • Wild volatility till 31st December 2026: Uncertainty, inflation and intermittent crises may keep markets volatile. As per market veteran, stay disciplined and focus on selected companies likely to deliver strong Q2 results and optimistic Q3 commentary. Real wealth is built through time in the market, not by timing every move.

 

  • As per market grapevine, in a highly negative and totally uncertain market sentiment, 9 value buys: Atlanta Electricals Rs.1,666 – Q1 PAT grew 50%, with a strong Rs.3,117 cr. order backlog and Rs.340 cr. long-term debt repaid. 2. Black Rose Rs.106 – Very attractive versus all-time high of Rs.239; Q1 PAT grew 145% and the company has already paid a bumper 200% interim dividend for FY27. 3. Chemcon Speciality Chemicals Rs.215 – Very attractive versus all-time high of Rs.731; Q1 PAT grew 72% and the company paid a 65% dividend for FY26. 4. Haldyn Glass Rs.142 – Very attractive versus all-time high of Rs.189; Q1 PAT grew 90%. 5. Jyoti Rs.60 – Q1 PAT grew 58% QoQ, PE is around 8x and its huge Vadodara land bank adds value. May surpass its all-time high of Rs.208. 6. Prince Pipes & Fittings Rs.269 – Q1FY27 PAT surged 600% with an optimistic FY27 outlook. Attractive versus all-time high of Rs.897, with favourable risk-reward. 7. Sukhjit Starch & Chemicals Rs.161 – Q1 PAT grew 143%. Looks attractive versus high of Rs.323. 8. Rajesh Power Rs.757 – 3-year ROE stands at 44.3% and FY26 EPS at Rs.80. Attractive versus 52-week high of Rs.1,625, with favourable risk-reward. 9. IOL Chemicals Rs.203 – Q1 PAT grew 90%, while Rs.495 cr. expansion and diversification is being funded entirely through internal accruals. All nine have an optimistic FY27 outlook. Keep on radar/watchlist for potential returns in highly uncertain market conditions.

 

  • Selecting a stock is different from timing it: What to buy means choosing the right stock, when to buy means the right entry, and when to exit means booking profit or cutting losses. Multibaggers are often created in lesser-known stocks that move silently before entering the limelight. Success depends on both stock selection and entry-exit timing.

 

  • As per market veteran, FOMO is the fastest way to lose money. Chasing breakouts and trending stocks often means buying late, holding with fear and exiting at a loss. If the business is not understood, don’t enter, no matter how fast the stock is rising.

 

  • Huge negative for Indian economy, bulls and equity/mutual fund investors: After approval by both US houses, President Donald Trump has signed legislation that allows tariffs of up to 100% on India and other countries importing Russian oil. The law also targets companies investing in Iran’s energy sector. Focus on selected companies likely to deliver stronger Q2 results and optimistic Q3 commentary.
MT | Money Times

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