JSW cement ipo- giving it a miss ; even though It is from reputed grp; cement as a sector better to avoid

HBL missed ; added trading bet KERNEX ( same business); expecting blockbuster results; SL 1080; tgt 1300; results in 14th Aug

Best results after sarda energy; WEBSOL; for the year 25-26 they will do EPS ₹ 85: my tgt ₹2,500 by mar 26; SL ₹ 1,200

Profit booking; will move ; moved very fast 1050 to 1850 in 3 mths

CRIZAC - around 280; other one not tracking

IT Sector: revenue visibility (20% growth); INFOBEAN; CEINSYS; CIGNTI & nucleus; undervalued

Travel food - excellent results; good buy @ CMP

Moving forward; if u r a risk trader ; BGR energy ( invested fm lower level); something is cooking ; may be promoter change

NSDL - it went to ₹ 1,400 plus ; lot of people struck @ 1400 plus ( bought in unlisted time); hence this is the upper band ; buy only @ ₹1,000

Vikram solar IPO Next week; will be recommended by everyone; I will give a miss and add Waare energy ( PE 43); bigger than VIKRAM ; Waare will give better returns till this get listed ;

Waare energy; tgt 3500; SL 3020; 30th Aug

Zee entertainment: trading bet tgt 180 plus by Nov 25; SL 105; promoter not transparent; expecting corporate action

Regaal Resources IPO: sector- consumer; not interested; they work in single digit margin; not unique ; peers are not in traders / investors radar

Waare energy - good time to add

Infobean- UC

Solar module investigation- 7th Aug announcement by US; media reports today ; today u should buy WEBSOL / Waare and not sell

Shilchar tech; debt free Fy 25 - EPS 130; Projected FY 26 eps 180; best in industry on ROE; if one year view add in lots ; tgt ₹7,000 ; SL - 4350

S&P ( large rating agency in the universe); upgrades India rating

India macro- rating upgrade; inflation lowest in last 2 decades; fiscal deficit in line with commitment; RBI DIVI; mkt will move ( positively) no second thought

Vikram - IPO Price 315-322; PE 84 times ; last one allotted @ 122 ( June 24) : ipo price 2times of Waare & WEBSOL; MCAP of VIKRAM less than 50% @ this PRICE of MCAP; ANALYST will recommend Vikram fully ; I will load Waare & WEBSOL more ; MISS VIKRAM