Friends – Timeline – Ayesha Aryan Rana – wordpress.vrightexchange.com

VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
5 months, 3 weeks ago

Fund Houses – Key Recommendations

JP Morgan – Aegis Logistics: Maintain Buy, Target: Rs 895/sh

UBS – APL Apollo: Maintain Buy, Target: Rs 2000/sh

Nomura – HAL: Maintain Buy, Target: Rs 6100/sh
MOSL – HAL: Maintain Buy, Target: Rs 5800/sh

Nomura – Titan: Initiate Buy, Target: Rs 4275/sh

Nuvama – Capri Global: Maintain Reduce, Target: Rs 22…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 3 weeks ago

Stocks to Watch – Key Corporate Developments

RITES
Secured a $18 million Letter of Award from Talis Logistics, South Africa, for supplying and commissioning overhauled Cape gauge ALCO diesel-electric locomotives.

Ceigall India (CIL–JSPPPL JV)
Awarded Rs 509.2 crore project by GMADA for constructing internal roads in Aerotropolis, SAS Nagar. Cei…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 3 weeks ago

Corporate & Economy Highlights – 26 September 2025

Key Corporate Updates

• Accenture: Q4 FY25 revenue $17.6B, beating estimates despite a 0.7% QoQ decline. FY26 growth guidance: 2–5% in constant currency.

• BHEL / REC: DIPAM rejected proposal for forming JV between BHEL and REC Power Development & Consultancy.

• Allcargo Logistics: Focus on…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Listed Companies (Large Cap, Mid & Small Cap, SME Platform)
5 months, 3 weeks ago

SME Updates

ITCONS E-Solutions – ₹3.85 Cr; 2-year HAL manpower contract.

Desco Infratech – Forms WOS; ₹1 lakh capital; focused on CBG.

Shree Refrigerations – ₹49.34 Cr defence orders; 7-month P17A delivery.

Oriana Power – Sets WOS; ₹1 lakh authorized capital; new-energy play.

Parin Enterprises – ₹19.40 lakh AAI Silchar furniture order.

A…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

Market Update — 26 September 2025

Market snapshot

• Benchmarks: Indian indices extended weakness — Sensex slipped ~555 pts and Nifty closed ~24,890.

• Driver: Persistent FPI selling and U.S. policy headlines (H-1B visa fee hikes + tariff moves) weighed on sentiment.

• FX: Rupee remained under pressure around the high-88s to the dollar on…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Visionary Market Voices
5 months, 3 weeks ago

H-1B Visa Fee Hike: What It Means for India, Companies, and Professionals

By VRIGHT Exchange Research and Strategy Desk

The U.S. government’s recent proposal to impose a $100,000 fee on new H-1B visa petitions marks a major shift in immigration policy with the potential to reshape global talent flows.

Signed by President Donald Trump, the p…[Read more]
VRIGHT Exchange – CEO’s Desk posted an update in the group AARYANA MATASCO
5 months, 3 weeks ago

Privileged to be part of Capri Global Capital Ltd.’s NCD IPO Launch

Conference. Proud that AARYANA Matasco served as the Investor Relations partner for the launch roadshow, facilitating engagement with investors and stakeholders. An insightful experience with valuable industry discussions.

#CapriGlobal #NCDIPO #InvestorRelations #…[Read more]
Better Business Coach posted an update
5 months, 3 weeks ago

Here’s the energetic group that came together at Pune for the IAAPI Western Region Training!

A day of learning, collaboration, and inspiration on Building Memorable Guest Experiences.
Better Business Coach posted an update
5 months, 3 weeks ago

What makes guest experiences truly unforgettable?

Here’s a sneak peek from our session with Sudarshan S at the IAAPI Western Region Training, Pune.
Better Business Coach posted an update
5 months, 3 weeks ago

Insightful session with Sudarshan Srinivasan on

Beyond the Ride: Building Memorable Guest Experiences

-Frangipani – Hotel Parc Estique, Viman Nagar, Pune
OmniScience Capital posted an update
5 months, 3 weeks ago

India becomes the world’s 2nd largest steel producer.
In just 20 years, India has grown its steel production 5 times.
This is not just about steel – it shows India’s growing strength and momentum.

#ThrivingThursday #SteelProduction #MakeInIndia
Better Business Coach posted an update in the group VRIGHT Exchange | CEO Insights Circle
5 months, 3 weeks ago
How Global Events Shape Market Dynamics — Navigating the Geopolitical Chess Game

By Sudarshan Srinivasan, Founder – WayMark

In an era where a single tweet can move markets and geopolitical tensions ripple across continents in milliseconds, understanding the intricate dance between global politics and financial markets has never been more c…[Read more]
Reacted by Ayesha Aryan Rana
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 3 weeks ago

Stocks to Watch – 25 September 2025

Corporate Announcements

Glenmark Pharma: Arm Glenmark Specialty signs exclusive licensing pact with Hengrui Pharma for Trastuzumab Rezetecan (SHR-A1811), a HER2-targeting antibody drug conjugate.

Newgen Software: Subsidiary signs a five-year Master Service Agreement with TCS N.V. worth €4.22 mn (~₹44 crore…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
5 months, 3 weeks ago

Fund House Recommendations – 25 September 2025

Positive Calls

Tata Consumer (GS): Buy | Target Price: ₹1,290/sh

Bharti Airtel (CLSA): Outperform | Target Price: ₹2,035/sh

Radico (Jefferies): Buy | Target Price: ₹3,590/sh

L&T (MOSL): Buy | Target Price: ₹4,300/sh

Gland Pharma (MOSL): Buy | Target Price: ₹2,340/sh

ICICI Bank (Investec):…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

Market Updates

Macro & Commodities

Copper surged 4% overnight, hitting a multi-month high.

YTD 2025: +21% (vs. 2024: +7%, 2023: +2%).

Supply disruption at Freeport’s Grasberg mine driving price strength.

Investor Insight: Positive for Hind Copper, Vedanta; may lift margins in cables, wires, and capital goods companies.

Crude oil (Brent) c…[Read more]
OmniScience Capital posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
5 months, 3 weeks ago

Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital, was featured on Moneycontrol Live discussing:
Live: Can Nifty sustain above 25,000 amid trade volatility? | Opening Bell

⏱️ His segment starts at 38:30 mins – Must Watch!
👉 Watch the full video here: https://www.youtube.com/live/8gLNxzC2daY

#Markets #Nifty…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

Market Update — 25 September 2025

Market snapshot
• Intraday moves: Benchmarks traded lower for a fifth straight session; Nifty around 25,040 / Sensex ~81,630 as markets coped with persistent foreign outflows and U.S. visa/tariff noise.

• Flows: FPIs remain net sellers in September, continuing monthly outflows that have been a key drag on senti…[Read more]
OmniScience Capital posted an update in the group OmniScience Capital-Enhance Safety • Enhance Growth • Enhance Returns
5 months, 4 weeks ago

As Mohnish Pabrai said “There is no such thing as a value trap. There are investing mistakes.”
At Omniscience Capital, we believe this highlights an important truth – markets don’t trap investors, but poor decisions can. The key lies in scientific investing, discipline, and valuation-driven strategies to minimize mistakes and protect long-…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 4 weeks ago

Corporate Updates & Launches

Lemon Tree Hotels: Launches 44-room property in Andhra Pradesh; also signs new properties in Varanasi and Rewa.

Swiggy: Board approves transfer of quick commerce operations to Swiggy Instamart; divests Rapido holdings in two transactions worth a combined Rs 2,399 crore.

Infosys: Extends strategic collaboration with…[Read more]

Ayesha Aryan Rana

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