11, October, 2025
# Sign In
  1. Home
  2. Money Times Talk

Money Times Talk

Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.

September 01, 2025

  • Caution: For private circulation only. Please note that Money Times is for circulation among paid subscribers only. Any attempt to share your access to our website or forwarding your copy to a non-subscriber will disqualify your membership and we will be compelled to stop your supply and forfeit your subscription thereafter without any refund to you.
  • 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 1, 3, 5, 8, 11 & 16th September 2025.
  • Why GMP is Misleading: GMPs mostly come from websites/WhatsApp groups, driven by rumours and operators. They usually drop after IPO closes and even more post allotment, having no real link with listing price. Small investors should avoid SME IPOs without knowing the company, as operators pump GMP only to trap them.
  • As per market veteran, the silent killer for traders is overconfidence after a win. The real danger isn’t after a loss but after a big win, when dopamine makes you feel invincible and tempts you to break rules. 1. Revenge-sizing – doubling positions and chasing quick wealth. 2. Rule-breaking – ignoring stop-loss, skipping signals, taking excess risk. 3. Impulse trades – entering weak setups feeling “untouchable.” 4. Lock-in rules ignored – not booking partial profits, overstaying positions, and letting gains slip away. Case Study: A trader wins Rs.10,000, feels unstoppable, doubles risk, ignores lock-in rules, and ends up losing Rs.40,000. Lesson – it wasn’t the market, it was mindset. The antidote: reset after every win, return to baseline risk, lock in partial profits, journal trades, and remind yourself – “Each trade is new, the market owes me nothing.” The real edge is discipline and humility, not euphoria.
  • Financial Lessons from Lord Ganesha: a. Large Head – Symbolises wisdom; in finance, discipline and calm thinking matter more than market noise. Staying systematic brings stability in wealth creation. b. Small Eyes – Teach focus; investors must ignore short-term volatility and remain committed to long-term financial goals without distractions. c. Single Tusk – Signifies risk management; just as one tusk balances the face, balance your portfolio with health cover, term insurance, and emergency funds. d. Big Belly – Represents abundance and acceptance; regular savings, even in simple instruments, grow into a strong and diversified portfolio. e. Mouse Vehicle – Symbolises the power of small; SIPs, PPF, SSY, and other small savings may seem tiny but compound into massive wealth over decades. f. Birth of Ganesha – Teaches balance; just as boundaries bring harmony, maintain discipline between savings, investments, and expenses to avoid financial chaos. g. Race Around the World – Reflects wisdom over haste; instead of chasing quick returns, a steady and thoughtful approach ensures long-term outperformance. h. Scribe of Mahabharata – Shows patience and persistence; long-term compounding, like the epic’s writing, rewards those who stay invested through ups and downs.
  • IPO Allotment Alert: The new SME IPO allotment rule has shifted lots to small HNIs (Rs.3–10 lakh), leading to profit-booking selling pressure on listing. Despite high GMP, ~80% SME IPOs now list below it. As per market veteran, supply has risen, demand shrunk, and even mainboard IPOs see quick exits. Hence, focus only on IPOs with strong business quality and fundamentals, as pure listing gain bets are now risky.
  • In 2nd August MTTs, Simmonds Marshall given at Rs.139 touched Rs.161 & now even at Rs.147 looks very good.
  • In 16th August MTTs, Modern Insulators given at Rs.113 touched Rs.127 & now again at Rs.116 looks very good, Pudumjee Paper Products given at Rs.123 touched Rs.148, Ruchira Papers given at Rs.135 touched Rs.154, during the week during the week in highly negative market sentiments.
  • In 29th March 2025 MTTs, Aries Agro given at Rs.254 touched Rs.459 - a superb gain of 81% during the week in highly negative market sentiments.
  • In 12th April MTTs, Fredun Pharma given at Rs.654 touched Rs.1275 - a superb gain of 95%, Ruchira Papers given at Rs.121 touched Rs.154 during the week in highly negative market sentiments.
  • Debt free Chennai Ferrous Industries posted Q1FY26 PAT jumped 1126% QoQ to Rs.2.33 cr. on tiny equity of Rs.3.60 cr. Promoters hold 67.78%. BV Rs.144, stock trades at 0.85x BV, PE of 9.5x. At Rs.124, stock looks attractive vs lifetime high Rs.374 with scope for rerating.
Panchkarma