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July 28, 2025

July 28, 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 28 & 31st July & 1, 4, 8 & 14th August 2025.
  •  Alert: As per market grapevine, US-India trade/tariff tension is a major overhang. With the 1st August deadline nearing, failure to strike a deal may trigger 26% tariffs. Mr. Trump’s recent anti-India statements are adding to investor worries. Stay light, avoid leverage until clarity emerges.
  •  Heard on the street: big players are short ~13,800 tons silver. If short covering begins, silver may surge sharply in 2–3 months amid rising global demand and scarcity.
  •  Several Tata Group stocks are sharply down from yearly highs. 1) TTML: -45%. 2) Tata Motors: -42%. 3) Trent: -40%. 4) Tata Elxsi: -33%. 5) Voltas: -32%. 6) TCS: -32%. 7) Tata Chem: -25%. 8) Taj GVK: -22%. 9) Tata Communications: -21%. 10) Tata Power: -20%. 11) Tata Investment: -18%. 12) Indian Hotel: -17%. 13) Tata Consumer: -15%. 14) Titan: -11%. 15) Rallis India: -8%. Fast-rising stocks should be avoided at peaks.
  •  As per market veteran history shows markets reward long-term investors, but blind holding can be risky. Staying adaptive with a 360-degree view is key to consistent returns.
  •  As per market veteran, Q1 was muted due to regulatory overhangs. While QIPs and IPOs are booming, 25% of IPOs since 2021 and many QIPs are now below issue prices. Demand revival is likely post Oct–Nov.
  •  As per market veteran, the strongest earnings growth may come from select small and midcaps over next 2–3 years, offering 25–30% potential. Ignore index noise and focus on companies with strong Q1 and positive FY26 outlook.
  •  NSDL IPO (Rs.760–800) opens 30th July, priced 22% lower than unlisted market. Offers potential for decent listing gains and long-term wealth creation.
  •  The real rollercoaster isn’t the market – it’s your mind. Everyone wants to buy low and sell high, but emotions often reverse that. From euphoria to panic, investors lose discipline. As they say, “The market doesn’t beat investors — investors beat themselves”. More than better stocks, we need better self-control.
  •  The value investor guru, Chandrakant Sampat, rose to fame post-1973 FERA policy with concentrated bets in HUL, Nestlé and Colgate, delivering 100x–200x returns. Known for picking debt-free, high-ROCE, cash-rich companies with low P/E, he stayed away from noise, kept portfolios lean, and inspired generations of rational investors.
  •  Perfect quote for the current volatile market: “The market destroys you mentally before rewarding financially. Only the strongest minds win.” Deep research and conviction are key to holding growth stocks through corrections.
  •  Big relief from SEBI on ESM rules. Now, only loss-making stocks or those with PE > 2x Nifty 500 PE (currently 49.4) can enter ESM2. Also, exit becomes easier as 15% gain in a month allows shift to ESM1. A welcome step for quality smallcaps.
  •  New ESM norms revive sentiment for
  •  In 5TH April MTT, Akar Auto given at Rs.99 touched Rs.185 – a big gain of 87% in very short time. Now it is better to book profit in Akar Auto.
  •  In 26TH April MTTs, Alpex Solar given at Rs.790 touched Rs.1266 – a gain of 60% in highly negative market sentiment.
  •  In 10TH May MTTs, DCM Shriram given at Rs.993 touched Rs.1502 – a superb gain of 51%, Hind Rectifiers given at Rs.910 touched Rs.1451 – a bumper gain of 59%, Nitta Gelatin given at Rs.740 touched Rs.1005 – a gain of 36%, during the week in highly negative market sentiment.
  •  In 17th May MTTs, Parag Milk Foods given at Rs.214 touched Rs.261 – a gain of 22%, Pennar Ind., given at Rs.193 touched Rs.265 – a superb gain of 37%, Resonance Specialities a company of IPCA Lab given at Rs.88 touched Rs.124 & still at Rs.113 cum dividend looks very good.
  •  In 24TH May MTTs, Cochin Minerals given at Rs.294 touched Rs.356 – a gain of 21% during the week in highly negative market sentiment.
  •  In 31ST May MTTs, Astal Lab given at Rs.83 touched Rs.101 – a gain of 22% during the week in highly negative market sentiment.
  •  In 7th June MTTs, Cravatex was given at Rs.429 touched Rs.509 – a gain of 19% during the week in highly negative market sentiment.
  •  In 14TH June MTTs, Nelcast given at Rs.129 touched Rs.171 – a gain of 33% during the week in highly negative market sentiment.
  •  In 21st June MTTs, India Nippon Electrics given at Rs.707 touched Rs.811, Sportking given at Rs.107 touched Rs.139 – a gain of 30% during the week. Indo Borax Chemicals given at Rs.200 touched Rs.299 – a bumper gain of 50% in a month in highly negative market sentiments, now it is better to book full profits in Indo Borax Chemicals.
  •  In 28TH June MTTs, 20Microns given at Rs.229 touched Rs.284 – a gain of 24%, Veto Switchgears & Cables given at Rs.125 touched Rs.136 & now again at Rs.125 cum 10% dividend looks very good.
  •  In 5TH July MTTs, Ashapura Minechem given at Rs.447 touched Rs.587 – a gain of 31%, Cochin Minerals given at Rs.316 touched Rs.356, Univastu India given at Rs.237 touched Rs.310 & still now at Rs.288 looks very good, VST Trillers given at Rs.3956 touched Rs.4867 – a bumper gain of 23% during the week.
  •  In 12THJuly MTTs, SJS Enterprises given at Rs.1212 touched Rs.1280 during the week in highly negative market sentiments.
  •  Last week in 19THJuly MTTs, Asahi Songwon Color given at Rs.433 touched Rs.443 & still now at Rs.432 looks very good, its Q1 result will be on 29th July Tuesday, BL Kashyap given at Rs.68 touched Rs.75, Mallcom India given at Rs.1269 touched Rs.1366, Resonance Speciality given at Rs.111 touched Rs.116 & still at Rs.113 looks very good.

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