Money Times Talk
Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.
July 07, 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, some important turning dates are 7th, 10th, 16th, 18th, 21st & 25th July 2025.
- SEBI Alert: SEBI is in talks with Google, Telegram, YouTube and other platforms to crack down on unregistered influencers, as per MC reports.
- As per market veteran, investing is not a race but a lifelong learning process. Staying curious, humble and adaptable is the key.
- As per a market veteran, 50% of success in mid and small caps come from analysis and the rest through networking. So, engage actively in events, groups and discussions for deeper market insights.
- Nifty’s 25-Year Track Record (2000–2025): Best months – May 2009 (+28.07%), Apr 2009 (+15%); Worst – Oct 2008 (–26.41%), Mar 2020 (–23.52%). Best years – 2009 (+75.76%), 2003 (+71.87%); Worst – 2008 (–51.79%), 2011 (–24.62%). 25-year CAGR stands at ~13.1%.
- As per market grapevine, BSE website continues to face speed and data access issues, frustrating analysts during result season. Users may lodge complaints at 022-22728358/8594/8973/8249 for resolution.
- Key investors with Rs.1000+ cr. Portfolio: 1) Mukul Agarwal: Rs.6,650 cr. 2) Akash Bhansali: Rs.6,120 cr. 3) Madhusudan Kela: Rs.4,025 cr. 4) Ashish Dhawan: Rs.3,327 cr. 5) Nemish Shah: Rs.3,257 cr. 6) Ashish Kacholia: Rs.2,758 cr. 7) Sunil Singhania: Rs.2700 cr. 8) Govind Lal Parekh: Rs. 1800 cr. 9) Vijay Kedia: Rs.1400 cr. 10) Ajay Upadhyay: Rs.1200 cr.
- India’s Fastest Growing Sectors (Source: McKinsey): 1. EVs and batteries – expected to grow 6x. 2. AI software and services – likely to grow 5x. 3. E-commerce – projected to expand 4x. 4. Semiconductors – expected to grow 3x. 5. Space sector – projected 4x growth. 6. Nuclear fission – expected to grow 5x. 7. Renewable energy with storage – projected to grow 3x. 8. Bio-to-X (biomass-based technologies) – estimated 3x growth. 9. Biopharma – likely to grow 4x. 10. Cybersecurity – expected to grow 2.5x
- Alert: Some IPOs listed at steep discount to their unlisted market price: AGS Transact – IPO: Rs.185–195 | Unlisted: Rs.550 (Jan 2022), HDB Financial – IPO: Rs.700–740 | Unlisted: Rs.1,200–1,250 (June 2025), UTI AMC – IPO: Rs.552–554 | Unlisted: Rs.1,100 (Oct 2020), PB Fintech (Policybazaar) – IPO: Rs.940–980 | Unlisted: Rs.1,800+ (Nov 2021), Tata Technologies – IPO: Rs.475–500 | Unlisted: Rs.950 (Nov 2023), Waaree Energies – IPO: Rs.1,427–1,503 | Unlisted: Rs.2,700–2,750 (Oct 2024), Delhivery – IPO: Rs.462–487 | Unlisted: Rs.900–950 (May 2022).
- The stock market is like an ocean – full of pearls, shells, salt and stones. It gives both profit and loss on the same screen. As per market veterans, there’s no mercy here. Avoid revenge, accept wins and losses with maturity and stay grounded. Respect both the market and unpredictability — that’s the only way to survive and win.
- BSE500 Stocks That Doubled in Last 1 Year: BSE: +222%, JSW Holdings: +214%, Deepak Fertilisers: +153%, Wockhardt: +149%, Reliance Power: +142%, Premier Energies: +136%, Paytm (One97 Comm): +130%, MCX: +128%, Authum Inv.: +127%, Godfrey Phillips: +117%, Lloyds Metals: +117%, PG Electroplast: +112%, Waaree Energies: +109%.
- Key debt free small-cap companies: 1) GM Breweries. 2) IOL Chemicals & Pharmaceuticals. 3) RPG Life. 4) Shanthi Gears. 5) Indo Tech Transformer. 6) Savita Oil. 7) Maharashtra Seamless. 8) Subros. 9) Wendt India. 10) VST Tillers Tractors. 11) Nucleus Soft. 12) Voltamp. 13) CDSL. 14) Novartis. 15) Gabriel India. 16) Cochin Minerals & Rutile.
- Big Breaking: India hits back at the US at the WTO, proposing Rs.725 mn. in retaliatory tariffs after the US imposed 25% duties on Indian autos and components.
- In 29th March MTTs, Aries Agro given at Rs.254 touched Rs.351, Gujarat Intrux given at Rs.427 touched Rs.535, Him Teknoforge given at Rs.159 touched Rs.224 a superb gain of 41%, Indo Amines given at Rs.115 touched Rs.174 - a superb gain of 51%, India Pesticides given at Rs.134 touched Rs.233 - a superb gain of 74%, IOLCP given at Rs.61 touched Rs.100 - a superb gain of 64% & still at Rs.94 looks very good.
- In 5TH April MTTs, Akar Auto given at Rs.99 touched Rs.172 - a big gain of 74% in very short time. Now it is better to book profit in Akar Auto. Ruchira Papers given at Rs.121 touched Rs.147.
- In 12TH April MTTs, GIPCL given at Rs.177 touched Rs.222 - a gain of 25%, Ruchira Papers given at Rs.121 touched Rs.147.
- In 26TH April MTTs, Alpex Solar given at Rs.790 touched Rs.1163 - a gain of 47%, Vascon Eng. given at Rs.41 touched Rs.56 & still at Rs.53 looks very good.
- In 3rd May MTTs, IOLCP given at Rs.64 touched Rs.100 - a gain of 56% & still at Rs.94 looks very good, India Pesticides given at Rs.141 touched Rs.233 - a superb gain of 65%, RBL Bank given at Rs.200 touched Rs.267 - a gain of 34% & still at Rs.253 looks very good.
- In 10TH May MTTs, DCM Shriram given at Rs.993 touched Rs.1474 - a superb gain of 48%, Hind Rectifiers given at Rs.910 touched Rs.1388 - a bumper gain of 53%, Kalyani Steel given at Rs.719 touched Rs.988 - a gain of 37% during the week
- In 17th May MTTs, International Conveyors given at Rs.81 touched Rs.99 - a gain of 22%, Parag Milk given at Rs.214 touched Rs.233, Ramky Infra given at Rs.512 touched Rs.579, Resonance Specialities a company of IPCA Lab given at Rs.88 touched Rs.124 & still at Rs.119 cum dividend looks very good.
- In 24TH May MTTs, Cochin Minerals given at Rs.294 touched Rs.328 & still now at Rs.316 cum 80% dividend looks very good, India Pesticides given at Rs.172 touched Rs.233 - a gain of 35%, VRL Logistics given at Rs.577 touched Rs.605 during the week.
- In 7th June MTTs, GIPCL given at Rs.198 touched Rs.222, Simmonds Marshall given at Rs.125 touched Rs.150 & still at Rs.145 looks very good.
- In 14TH June MTTs, Duroply given at Rs.208 touched Rs.267 - a gain of 28%, International Conveyors given at Rs.85 touched Rs.99, during the week.
- In MTT 21st June IOLCP given at Rs.86 touched Rs.100 & still now at Rs.94 looks very good, India Nippon Electrics given at Rs.707 touched Rs.790, Rubfila International given at Rs.75 touched Rs.90 - a superb gain of 20%, Simmonds Marshall given at Rs.125 touched Rs.149 & still now at Rs.145 look very good, Sportking given at Rs.107 touched Rs.119, Univastu India given at Rs.232 touched Rs.248, Vaxfab Enterprises given at Rs.14.79 touched Rs.17.51 during the week.
- Last week in 28TH June MTTs, 20Microns given at Rs.229 touched Rs.236, Alembic Ltd. given at Rs.115 touched Rs.126, Asahi Songwon Colors given at Rs.439 touched Rs.446 & now at Rs.431 looks very good, Bright Brothers given at Rs.328 touched Rs.369, Comptent Automobiles given at Rs.405 touched Rs.434, GIPCL given at Rs.207 touched Rs.222, Himtek given at Rs.199 touched Rs.224, Indo Amines given at Rs.161 touched Rs.174, Modern Insulators given at Rs.104 touched Rs.118, Munjal Showa given at Rs.131 touched Rs.147, Nitin Spinners given at Rs.386 touched Rs.396, Riddhi Corporate Services given at Rs.63 touched Rs.66, Ruchira Papers given at Rs.139 touched Rs.147, SKY Ind. given at Rs.95 touched Rs.112, Veto Switchgears & Cables given at Rs.125 touched Rs.136 during the week.