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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.
- NSE Investor Growth: Registered investor base crossed 12 crore unique PANs on 23rd Sept, with total accounts at 23.5 crore. Investor additions have accelerated—1 crore took 14 years, next 1 crore seven years, another 1 crore 3.5 years, and the latest 1 crore just over a year.
- List of Selected defence & defence connected cos.: 1) Apollo Micro System 2) Axiscades 3) Azad Engineering 4) Astra Microwave. 5) BEL 6) BEML 7) Bharat Dynamics 8) C2C Advanced Sys 9) Centum Electronics 10) CFF Fluid Control 11) Cochinship 12) Data Patterns 13) Dynamatic Technology 14) GRSE 15) HAL 16) High Energy Batteries 17) IdeaForge Tech 18) Jaykay Enterprises 19) Krishna Defence 20) Mazdock 21) Marine Electricals 22) NIBE 23) Paras Defence 24) Premier Explosives 25) PTC Industries 26) Rossell Techsys 27) Sika Interplant 28) Solar Industries 29) ZENTEC.
- Top Wealth Creators 1year returns: Apollo Micro Systems 211%, Axiscades 201%, ASM Tech 183%, Force Motors 177%, Shaily Engg. 150%, Gabriel India 146%, CarTrade Tech 143%, Cupid 141%, JSW Holdings 138%, Banco Products 106%. For wealth creation stock selection & patience are very important.
- Real Estate & Construction Alert: Most top stocks are down sharply this year -Aditya Birla Real Estate 33%, Ahluwalia Contracts 16%, Brigade Enterprises 31%, DLF 20%, Embassy Development 25%, Godrej Properties 37%, Keystone Realtors 20%, Lodha Developers 15%, Max Estates 22%, Mahindra Lifespace 26%, Marathon Nextgen 9%, NBCC 5%, Oberoi Realty 15%, Prestige Estate 16%, Phoenix Mills 13%, Puravankara 38%, Signatureglobal 30%, Sobha 21%, Sunteck Realty 26%, Valor Estate 12%. Fast short-term gains are risky; markets reward long-term investing with adaptability and a 360° perspective. Avoid hype.
- Portfolio Insights: Three-year absolute returns from quality names show muted growth—TCS +0.5%, Infosys +2.5%, HUL -1.5%, Kotak Mah +3.5%, Bajaj Finserv +7%, Titan +8%, Dmart +2%, Wipro +7.5%, Asian Paints -10.5%, Nestle +8%, LTIM +5%, Pidilite +3%, Ambuja Cem +4.5%, Havells +6%, Dabur -3%. Top investors like Warren Buffet and India’s richest fund managers churn portfolios every 2–3 years, rotating from slow-growing to fast-growing companies. Retail investors are often misled to hold long term; strategic churn often delivers 25–30% returns versus 10-year CAGR of 20%.
- IPO Alert: High-valuation IPOs, OFS, or promoter-selling stories may see froth clearing. Premium listings don’t guarantee long-term gains—avoid hype-driven or operator-backed stocks. Remember: “Easy listing, tough holding”.
- Ace investor Ashish Kacholia has major stakes in top smallcap and microcap stocks including Shaily Engineering 562 cr, Beta Drugs 232 cr, Safari Industries 204 cr, Acutass Chemicals 140 cr, Balu Forge 123 cr, Zaggle Prepaid 106 cr, Xpro 103 cr, Carysil 92 cr, Yasho Industries 80 cr, Tanfac Industries 79 cr, Knowledge Marine Engg 75 cr, Fineotex Chemical 74 cr, Faze Three 69 cr, Awfis Space 68 cr, Cosmic CRF 66 cr, Agarwal Industrial 64 cr, Man Industries 60 cr, NIIT Learning 51 cr, Aeroflex Industries 49 cr, Advait Infratech 41 cr, Stove Kraft 41 cr, Vasa Denticity 38 cr, Walchandnagar 36 cr, C2C Advanced Sys 33 cr, Quadrant Future Tek 33 cr, Z-Tech 30 cr, Dhabriya Polywood 30 cr, Jyoti Structure 28 cr, DU Digital Global 27 cr, SG Finserve 25 cr, Qualitek Labs 22 cr, Concord Control 20 cr, BEW Engineering 19 cr, Infinium Pharmachem 18 cr, Bharat Parenterals 17 cr, Aelea Commodities 17 cr, Texel Industries 12 cr, Saakshi Medtech 11 cr, Thomas Scott 11 cr, Megatherm Induction 10 cr, Naman In Store 10 cr, Sanjivani Paranteral 9 cr, Inflame Appliances 8.6 cr, TBI Corn 7.6 cr, Shree OSFM E-Mobility 6.6 cr, Gujarat Apollo 6 cr, Brand Concepts 5.5 cr, Radiowalla Network 3.3 cr, Universal Autofoundry 2 cr.
- Very important:BSE website continues to face performance issues with slow loading and delayed market data, making timely access difficult. NSE offers a more seamless experience. Investors facing problems can contact BSE Web Manager at 022-22728358/8594/8973/8249.
