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Vikalp

@singhvikalp

Value Investor since 2013 | Tech Leader |Constant Learner | Simplicity = Happiness | Sharing insights on investing, tech & more! #ValueInvesting #TechLeadership

ID: 398804854

linkhttps://www.instagram.com/vikalpsingh calendar_today26-10-2011 15:31:24

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Another good news for AC manufacturers. Govt plans to help consumers replace ACs over 10 years old with new 5-star energy-efficient models at discounted prices! ➡️Scrap old units via authorized e-waste partners & get discounts through discoms. Bulk procurement to make cooling

Another good news for AC manufacturers. Govt plans to help consumers replace ACs over 10 years old with new 5-star energy-efficient models at discounted prices!
➡️Scrap old units via authorized e-waste partners & get discounts through discoms.
Bulk procurement to make cooling
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Defence stocks took a hit as the Nifty Defence Index fell 2% on profit booking & easing geopolitical tensions. Analysts say valuations are stretched after a strong rally—further corrections possible. Top losers: Bharat Dynamics (-4.8%), Garden Reach (-2.8%), Astra Microwave

Defence stocks took a hit as the Nifty Defence Index fell 2% on profit booking & easing geopolitical tensions. 

Analysts say valuations are stretched after a strong rally—further corrections possible. Top losers: Bharat Dynamics (-4.8%), Garden Reach (-2.8%), Astra Microwave
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Morgan Stanley Bullish on PFC & REC! MS initiates ‘Overweight’ ratings, sees up to 22% upside: PFC: ₹429 ➡️ ₹508 (+18.4%) REC: ₹397 ➡️ ₹485 (+22.1%) As per report - “Better asset quality, low slippages, and re-rating potential make them attractive buys.” #StockMarket #PFC

Morgan Stanley Bullish on PFC & REC!
MS initiates ‘Overweight’ ratings, sees up to 22% upside:
PFC: ₹429 ➡️ ₹508 (+18.4%)
REC: ₹397 ➡️ ₹485 (+22.1%)
As per report - “Better asset quality, low slippages, and re-rating potential make them attractive buys.”
#StockMarket #PFC
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Public sector banks have surged ahead in the home loan market! Their share of new housing loans by value jumped to 43% in FY25, up from 34% in FY22, dethroning private banks for the first time in years. Competitive rates and government initiatives have fueled this shift, making

Public sector banks have surged ahead in the home loan market! Their share of new housing loans by value jumped to 43% in FY25, up from 34% in FY22, dethroning private banks for the first time in years. Competitive rates and government initiatives have fueled this shift, making
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Silver Surges to Highest Since 2011! 🔥 Spot silver jumps 1.6% to $37.59/oz, the highest since Sept 2011. ➡️US futures soar to $38.46/oz, signaling strong demand & market tightness. ➡️Arbitrage gap widens — rare & notable. 🪙 Premiums rising, especially in the US. Source:

Silver Surges to Highest Since 2011! 🔥
Spot silver jumps 1.6% to $37.59/oz, the highest since Sept 2011.
➡️US futures soar to $38.46/oz, signaling strong demand & market tightness.
➡️Arbitrage gap widens — rare & notable.
🪙 Premiums rising, especially in the US.

Source:
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One of future theme which will ✔️definitely growth. India’s ageing population will need ₹72K crore investment over 5 years for senior living! With seniors set to make up 22% of the population by 2050, demand for purpose-built homes and modern care is surging. Tier-2 cities like

One of future theme which will ✔️definitely growth. India’s ageing population will need ₹72K crore investment over 5 years for senior living! With seniors set to make up 22% of the population by 2050, demand for purpose-built homes and modern care is surging. Tier-2 cities like
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NVIDIA hits $4T market cap! 🔥🔥 The AI titan becomes the first company ever to briefly cross the $4 trillion mark, outpacing Microsoft, Apple & Amazon. ➡️From $323B in 2020 to $4T in 2025 — a 12x jump in 5 years! ➡️That’s more than the GDP of major economies! Top 5 by MCap (in

NVIDIA hits $4T market cap! 🔥🔥
The AI titan becomes the first company ever to briefly cross the $4 trillion mark, outpacing Microsoft, Apple & Amazon.
➡️From $323B in 2020 to $4T in 2025 — a 12x jump in 5 years!
➡️That’s more than the GDP of major economies!
Top 5 by MCap (in
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long-term investors who avoid panic-selling during market dips outperform those who focus on short-term timing, emphasizing patience has a great 👍🏼 advantage. #Longterm #Investing

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India’s shipbuilding is set for a major boost! Mazagon Dockyard (MDL) plans to reclaim 10 more acres & invest ₹4000-5000 CR for infrastructure upgrades, including 2 new basins. This expansion is critical for strengthening indigenous capabilities & India’s strategic maritime

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Passenger vehicle & two-wheeler sales fell in the June quarter, ending a 4-year growth streak. Key highlights: •Car, utility vehicle & van sales dipped 1.4% YoY to ~1 million units. •Two-wheeler sales contracted 6.2% to 4.6 million units. •Rural demand and entry-level offtake

Passenger vehicle & two-wheeler sales fell in the June quarter, ending a 4-year growth streak. Key highlights:
•Car, utility vehicle & van sales dipped 1.4% YoY to ~1 million units.
•Two-wheeler sales contracted 6.2% to 4.6 million units.
•Rural demand and entry-level offtake
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June India Market Moves: Fund Managers Stay Cautious, Go Selective •Nifty 50 up 3.1%, Smallcap 250 surges 5.73% in June. •Fund managers deploy money selectively, focus on lenders like L&T Finance, Aptus Value Housing, AU Small Finance, RBL Bank, Union Bank of India & M&M

June India Market Moves: 
Fund Managers Stay Cautious, Go Selective
•Nifty 50 up 3.1%, Smallcap 250 surges 5.73% in June.
•Fund managers deploy money selectively, focus on lenders like L&T Finance, Aptus Value Housing, AU Small Finance, RBL Bank, Union Bank of India & M&M
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Angel One Q1 FY26 🔹 Revenue: ₹11,403 Mn ⬇️ from ₹15,078 Mn 🔹 Net Profit: ₹1,145 Mn ⬇️ from ₹1,745 Mn 🔹 EPS: ₹12.66 ⬇️ from ₹19.33 QoQ dip post trading volume dried. #AngelOne #Earnings

Angel One Q1 FY26 

🔹 Revenue: ₹11,403 Mn ⬇️ from ₹15,078 Mn
🔹 Net Profit: ₹1,145 Mn ⬇️ from ₹1,745 Mn
🔹 EPS: ₹12.66 ⬇️ from ₹19.33

QoQ dip post trading volume dried. 
#AngelOne #Earnings
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SBI kicks off India’s largest QIP, aiming to raise ₹25,000 crore! Capital base remains strong: CET 1 at 10.36% (2024) and 10.81% (2025 projected), total CAR above 14%. Indicated share price: ₹806.7–₹831.7. LIC tipped as a major buyer. #SBI #QIP

SBI kicks off India’s largest QIP, aiming to raise ₹25,000 crore! 
Capital base remains strong: CET 1 at 10.36% (2024) and 10.81% (2025 projected), total CAR above 14%. Indicated share price: ₹806.7–₹831.7. LIC tipped as a major buyer. #SBI #QIP
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Amid action to curb F&O speculation, asset managers are emerging as the smarter market play vs brokers/exchanges! Since mid-April: ➡️Nippon Life India AMC: +49.6% ➡️Anand Rathi Wealth: +44.5% ➡️CDSL: +39.7% ➡️Nifty Capital Markets index: +31.4% ➡️Nifty 50: +7.6% Fund managers

Amid action to curb F&O speculation, asset managers are emerging as the smarter market play vs brokers/exchanges! Since mid-April:
➡️Nippon Life India AMC: +49.6%
➡️Anand Rathi Wealth: +44.5%
➡️CDSL: +39.7%
➡️Nifty Capital Markets index: +31.4%
➡️Nifty 50: +7.6%
Fund managers
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HDFC Bank board to consider issuing bonus shares for the first time ever on July 19. Major move for India’s largest private lender as stock gains over 23% in a year. #HDFCBank