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August 04, 2025
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- 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.
- As per astrology view some important turning dates are 4, 8, 14, 18, 22, 25 & 28th August 2025.
- As per market veteran, Trump’s unpredictable, anti-India stance and daily aggressive tweets have disrupted global sentiment. His ‘Demand and Rule’ approach fuels constant uncertainty. Markets dislike this volatility—risk management is key. Stay alert, stay light, avoid leverage.
- Data alert: Nifty 50 fell for the 5th straight week, marking its longest weekly losing streak in 2025. Nifty Midcap, Smallcap, IT, Realty, PSU Bank, Energy and Auto indices also declined. FMCG emerged as the top gainer, while IT saw its steepest weekly fall of 2025. Monthly chart signals bearish engulfing; as per market veteran, stay light and avoid leverage.
- Market Cap to GDP Ratio: India’s market cap to GDP ratio at 136.8% is near a 20-year high, signaling the market has outpaced economic growth. Valuations remain elevated while earnings have not caught up. As per market veteran, expect time correction over 6–7 months; avoid aggressive positioning at current levels. Stay alert, stay light & avoid leverage.
- In 29th March 2025 MTTs, Aries Agro given at Rs.254 touched Rs.414 - a bumper gain of 63%, IOLCP given at Rs.61 touched Rs.106 - a superb gain of 64% & still at Rs.100 looks very good.
- In 12th April MTTs, Fredun Pharma given at Rs.654 touched Rs.1020 - a superb gain of 56% in highly bearish market sentiments.
- In 26th April MTTs, Alpex Solar given at Rs.790 touched Rs.1318 - a gain of 67% in highly negative market sentiments.
- In 3rd May MTTs, IOLCP given at Rs.64 touched Rs.106 - a gain of 66% & still at Rs.100 looks very good, its Q1 results will be on 7th August Thursday.
- In 19th July MTTs, BL Kashyap given at Rs.68 touched Rs.80 - a gain of 18%, Resonance Speciality given at Rs.111 touched Rs.122 & still at Rs.117 looks very good, its Q1 result will be on 5th August Tuesday.
- Last week in 26th July MTTs, Huhtamaki India given at Rs.218 touched Rs.230 & now again at Rs.218 looks very good v/s its 52-week high Rs.452, Menon Bearings given at Rs.130 touched Rs.145, Omax Autos given at Rs.121 touched Rs.165 - a bumper gains of 36%.
- Integra Engineering India (subsidiary of Integra Holding AG, Switzerland) posted 73% YoY PAT growth to Rs.5.08 cr. on a small Rs.3.44 cr. equity in Q1FY26; ROE/ROCE at 21.5%/24.4% with 26.2% PAT CAGR over 5 years. No US exposure, solar push and new facility ramp-up may drive strong upside; stock may surpass its lifetime high of Rs.328.
