Groups – Timeline – Mahesh M. Ojha – wordpress.vrightexchange.com

VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 23, 2025

Market Snapshot — 23 September 2025

Markets traded muted on 22 Sept 2025 amid profit-taking and sector rotation — infra, renewables and maritime saw selective strength on project/MoU news, while IT faced pressure amid policy and margin headlines; regul…[Read more]
OmniScience Capital posted an update in the group Economy & Industry Triggers
5 months, 3 weeks ago

H-1B fee hike adds pressure on Indian IT.
Our Scientific Investing framework flagged risks early – we fully exited IT stocks in Jan 2025. Evidence > noise is how we protect & grow wealth.
#ScientificInvesting #IT #H1B

Disclaimer: https://www.omnisciencecapital.com/disclosures/
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 3 weeks ago

Corporate Highlights | 22 September 2025

• Swan Defence & Heavy Industries: Signed MoU with Gujarat Maritime Board for a ₹4,250 Cr investment to expand Pipavav shipyard facilities (slipway, jetties, cranes, dredging).

• Shipping Corporation of India (SCI): Partnered with BPCL, HPCL, IOCL to jointly acquire, own, and operate vessels for inter…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
5 months, 3 weeks ago

Fund Houses’ Recommendations (22 Sept 2025)

Autos & Mobility
• Maruti (Nuvama): Buy, TP ₹18,200 (Positive)
• TVS Motor (Nuvama): Buy, TP ₹4,100 (Positive)
• M&M (Nuvama): Buy, TP ₹4,200 (Positive)
• Hero MotoCorp (Nuvama): Buy, TP ₹6,200 (Positive)
• Eicher & Bajaj Auto (Nuvama): Downgrade to Hold (Neutral)
• Hyundai (Goldman Sachs): Neut…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

Market Overview & Macro Trends

• Indian markets opened cautiously with range-bound trading, amid weak global cues and persistent selling pressure. GST-related rates and domestic reforms are being closely watched.

• Foreign Portfolio Investors (FPIs) pulled out ~₹7,945 crore from equities in September, bringing 2025 net outflows to ₹1.38 lakh cr…[Read more]
VRIGHT Exchange -Insight Hooks posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 3 weeks ago

VRIGHT Exchange | Weekly Review & Preview for September 15–20, 2025

Market Overview
• Nifty +0.9%, Sensex +0.9%, marking the third consecutive weekly gain, with closing levels near Nifty 50: 25,327, Sensex: 82,626

• Broader indices outperformed: Midcaps +1.5%, Smallcaps +2.9%

• Key bullish drivers:
o Fed’s 25 bps rate cut and guidance…[Read more]
OmniScience Capital posted an update in the group Economy & Industry Triggers
5 months, 3 weeks ago

#SunnySunday
India’s Services Sector is Having a Moment!
With record demand, rising exports, and 15-year high growth, the backbone of India’s economy is stronger than ever.
Here’s to a Sunday full of sunshine – and service-driven success!
VRIGHT Exchange – IPO Pulse posted an update in the group VRIGHT Exchange-IPO Tracker
5 months, 4 weeks ago

LISTING UPDATE

LTELEVATOR – SME
IPO PRICE: 78
LOT SIZE – INDIVIDUAL: 3200
LOT SIZE – HNI: 4800

LISTING PRICE: 136.10(+58.10₹,+74.49%)
LISTING GAIN – INDIVIDUAL: 1,85,920/-
LISTING GAIN – HNI: 2,78,880/

EPack Prefab Technologies Ltd : IPO

Open: 24 Sep, 2025
Close: 26 Sep, 2025

FV : ₹2
Price : ₹194 – ₹204

Market Lot : 73 Shares
App Amt : ₹14,8…[Read more]
VRIGHT Exchange – IPO Pulse posted an update in the group VRIGHT Exchange-IPO Tracker
5 months, 4 weeks ago

LISTING UPDATE

AIRFLOA – SME
IPO PRICE: 140
LOT SIZE – INDIVIDUAL: 2000
LOT SIZE – HNI: 3000

LISTING PRICE: 266(+126₹,+90%)
LISTING GAIN – INDIVIDUAL: 2,52,000/-
LISTING GAIN – HNI: 3,78,000/-

Ongoing IPO

TEChD CYBERSECURITY LTD- SME IPO
LAST DAY SUBS.FIGURE AT 05:00 P.M.
◆QIB 284.17X**
◆BHNI 1517.95X
◆SHNI 801.19X
◆RII 726.06X
OVERALL 718…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 4 weeks ago

Corporate Updates

• Senores Pharma – Infused $2 mn in its U.S. arm via rights issue.

• Unichem Labs – Faces fresh EC demand of €16.7 mn (total €19.5 mn).

• Allied Blenders – Debuts portfolio in Bengaluru duty-free travel retail.

• Sai Life Sciences – Opened new veterinary API facility in Bidar.

• Biocon Biologics – Yesafili (Eylea biosimi…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Research and Investment Spot
5 months, 4 weeks ago

Fund House & Brokerage Calls

Adani Group

• MS on Adani Power: Initiate Overweight, TP ₹818. Sees 2.5x capacity & 3x EBITDA rise by FY33; new coal PPAs to improve earnings visibility.

• Jefferies on Adani Green: Buy, TP ₹1,300. Capacity expansion to 50 GW by 2030; 4.5–6.3 GW additions in FY26–27; valuations ~63% below peak multiples.…[Read more]
VRIGHT Exchange | Research & Strategy Desk posted an update in the group VRIGHT Exchange | Market Movers
5 months, 4 weeks ago

Stocks to Watch

Positive Developments

• Vedanta – Declared preferred bidder for Punnam Manganese block in Andhra Pradesh (152-hectare G4 exploration). Adds to mineral security and upstream diversification.

• John Cockerill India – Wins major Tata Steel contract for push-pull pickling line & acid regeneration plant at Jamshedpur. Boosts credent…[Read more]
VRIGHT Exchange – Daily Digest posted an update in the group VRIGHT Exchange | Daily Digest: Corporate & Economy
5 months, 4 weeks ago

VRIGHT Exchange – Daily Digest | Corporate & Economy Analysis for September 19, 2025

Market Overview & Sentiment

• After a three-day rally, Nifty 50 pared gains to close at ~25,423, while Sensex settled ~83,014, each rising ~0.37–0.39%, led by strong moves in IT and pharma stocks following the U.S. Fed’s rate cut and optimism around India–U…[Read more]
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
5 months, 4 weeks ago

Brokers and Analyst Site Visit | Stanley Lifestyles Limited

Date: Tuesday, 23rd September 2025

Time: 9:30 AM IST Onwards

Venue: Electronic City, Bengaluru

Management Representatives:
Mr. Sunil Suresh, Managing Director
Mr. JK Sharath, Group Chief Financial Officer

Contact : Pooja Gupta
‪+91 7…[Read more]
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
5 months, 4 weeks ago

IPO Brokers and Analysts Meet | Prefab Technologies Limited

Date : Friday, 19th September, 2025, at 04:30 PM.

Venue: Pallazio Hall, 8th Floor, St. Regis Hotel, Lower Parel

Company Spokespersons:

Mr. Sanjay Singhania, MD & CEO

Mr. Nikhil Bothra, Executive Director

Mr. Rahul Agarwal, CFO

BLRM: Monarch Networth Capital Limited, and Motilal…[Read more]
OmniScience-Spotlight posted an update in the group Economy & Industry Triggers
6 months ago

FOMC Rate Cut Analysis and Market Implications

By Ashwini Shami, Executive Vice President and Portfolio Manager, OmniScience Capital

The Federal Open Market Committee (FOMC) has adopted a neutral-to-accommodative monetary policy stance, carefully balancing labor market conditions with inflation dynamics.

Notably, the US core Personal…[Read more]
OmniScience Capital posted an update in the group Economy & Industry Triggers
6 months ago

GST 2.0 = Growth, Simplicity, Relief
From household essentials to healthcare and housing, GST 2.0 brings real savings and ease of doing business.
A citizen-first, business-friendly reform that powers India’s next economic leap.

#ThrivingThursday #GSTReform #GSTIndia

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VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
6 months ago

Analyst Meet 2025 | Capri Global Capital Ltd

Thu, 25th Sep 2025 | 11:00 AM – 1:30 PM

Jio Convention Center, BKC, Mumbai
VRIGHT Exchange | Research & Strategy Desk posted an update in the group Economy & Industry Triggers
6 months ago

Global Policy Signals: Fed Rate Cut and Implications for India and Emerging Markets

The U.S. Federal Reserve’s recent 25 bps rate cut marks the start of an easing cycle, reflecting concerns over slowing labor markets and persistent inflation pressures. Chair Jerome Powell emphasized that future policy decisions remain data-dependent, h…[Read more]
VRIGHT Exchange – Capital Connect posted an update in the group VRight Exchange Capital Connect | Analyst & Investor Events
6 months ago

Analyst Meets | Thursday 18th September 2025

01:45 pm: Jaro Institute of Technology Management and Research Ltd at Intercontinental Hotel, Marine Drive

03:45 pm : Anand Rathi Share & Stock Brokers Ltd at Imperial Room, St. Regis, Lower Parel

2. 05:15 pm: Seshaasai Technologies Ltd at Astor Ballroom, St. Regis Lower Parel

Mahesh M. Ojha

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