Money Times Talk
Get the latest Indian stock / share market highlights, BSE/NSE stock news, business research reports & details - updated daily by Money Times.
June 23, 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 23, 27 & 30th June 2025.
- As per expert astrologers, the Mars-Ketu yuti in Leo (7th June to 28th July 2025) may trigger global and domestic disturbances. Caution advised.
- Market cap to GDP at 147.5 vs 10-year average of 98 signals overvaluation. As per market veteran, remain cautious at these levels.
- Alert: 21 of 29 IPOs are trading negative since listing. MobiKwik leads in loss from IPO/high price. Overhyped narratives, high valuations and unlisted trades hurt investors. HDB Financial IPO at Rs.740 vs Rs.1100–1200 unlisted price adds to caution. Avoid overpaying in IPOs, both mainboard and SME.
- Alert: Promoters and PE/VCs have dumped over Rs.40,000 cr. in June via large block deals, raising red flags on stretched valuations and supply overhang. Focus on companies with strong fundamentals, as fund managers often show more conviction than the promoters themselves.
- Alert: Sharp corrections seen in strong names from their year highs – 1) Tube Investment: -40% 2) Tanla Platform: -40% 3) Deepak Nitrite: -40% 4) ZF Steering: -41% 5) REC: -41% 6) Voltamp: -41% 7) SJVN: -41% 8) IRFC: -42% 9) Aarti Ind: -42% 10) EMS: -43% 11) Tata Motors: -43% 12) Amara Raja: -45% 13) Jyothy Lab: -45% 14) JK Paper: -45% 15) Birlasoft: -45% 16) IndusInd Bank: -46% 17) Natco Pharma: -46% 18) Sonata Soft: -47% 19) CUMMINS: -50%. As per market veteran, steep rallies invite steep falls—stay long-term but reassess regularly with a 360° view.
- India’s defence sector has quietly minted multibaggers in 3 years – NIBE up 3,482%, HAL 2,336%, Apollo Micro 1,345%, MTAR Tech 1,199%, Data Patterns 1,172%, Zen Tech 908%, Premier Explosives 842%, SIKA 800%, Axiscades 716% – a reflection of India’s defence manufacturing boom.
- Investor Alert: Don’t fall for cheap unlisted share traps. Unrealistically low offers often involve fake sellers, non-transferable shares, or legal lock-ins. Many investors lose capital chasing unofficial deals. Always check SEBI compliance, lock-in periods, and fundamentals and verify with trusted platforms or advisors before investing.
- Top multibaggers since 2009 have delivered over 100x returns in 16 years – Bajaj Finance 618x, Ajanta Pharma 364x, Astral 338x, Uno Minda 221x, Eicher Motors 173x, KEI 144x, SRF 136x, Navin Fluorine 132x, Aegis Logistics 128x, TVS Motor 121x – true wealth creators.
- As per market veteran, Nifty may compound in low double digits over next 5 years; large caps offer better value than SMIDs. Themes like Make in India, Defence and Digitisation look fairly valued—moderate return expectations amid global uncertainty.
- NSE IPO a step closer, as SEBI puts clearing corp separation on hold, removing a major roadblock. Focus now shifts to rationalising trading-clearing fee structure. As per market veteran, this signals renewed regulatory clarity and may fast-track India’s most-awaited IPO.
- FOMO in unlisted space proving costly—HDB Financial IPO at Rs.700-740 vs Rs.1200+ in grey; Waaree at Rs.1500 vs Rs.3000+; similar caution advised for NSE. Avoid overpaying in unlisted deals—stick to fundamentals and long-term view.
- As per market veteran, the market now feels like a Santoor ad—just as age can't be judged by skin, portfolio returns can't be judged by looking at Sensex or Nifty. Indices are up, portfolios are down.
- Fraud Alert: SEBI penalised several names for misleading investors—PR Sundar, Alpesh Furia, Pradeep Pandya, Hemant Ghai, Sanjiv Bhasin, Simi Bhaumik, Ashish Kelkar, Kiran Jadhav, Mudit Goyal and Baap of Chart. While they shouted ‘Buy! Buy!’ on prime channels, they sold. Retail must beware of such market operators and social media scams.
- In 10th May MTT, DCM Shriram given at Rs.993 touched Rs.1196, Kalyani Steel given at Rs.719 touched Rs.958 - a gain of 17% during the week in highly volatile sentiments.
- In 17th May May MTT, International Conveyors given at Rs.81 touched Rs.94, Sandhar Techno given at Rs.520 touched Rs.573 & still now at Rs.553 looks very good. Selan Exploration given at Rs.573 touched Rs.766 during the week in sell on rise sentiment, Cravatex given at Rs.429 touched Rs.489 in sell on rise sentiment.
- Last week in 14th June May MTT, Duroply given at Rs.208 touched Rs.250 - a gain of 20%, International Conveyors given at Rs.85 touched Rs.94, Indo Borax given at Rs.204 touched Rs.210 & still now at Rs.200 looks very good, Nelcast given at Rs.129 touched Rs.152 - a gain of 18% during the week when sentiment in small/midcaps was highly negative.