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Watch Out ForLatest posts, stock views and market insights from Kulneet singh on StockGro.
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Solar Industries Makes $1.3 Billion Global Bet
SOLARINDS has taken a major step towards becoming a much larger global player. The company is acquiring South Africa-based Omnia Holdings for $1.3 billion through its overseas subsidiary in an all-cash transaction.
What interests me here…
Motherson Plans ₹11,000 Crore Tamil Nadu Expansion
MOTHERSON is planning another sizeable manufacturing expansion. Along with its European and UK-based joint ventures, the company plans to invest around ₹11,000 crore in Tamil Nadu over the next five years.
The investment is expected to c…
Festive Demand — Auto Sales Start Strong
The first phase of the festive season is showing surprisingly strong consumer demand, and automobiles are one of the clearest areas where this is visible.
MARUTI reported a 61% year-on-year increase in retail sales during Onam, while Hyu…
Bank NPA Provisions Fall as Asset Quality Improves
SBIN One banking number that caught my attention is the continued fall in loan-loss provisions. For me, this is important because lower provisions can directly support profitability, but only when they come from genuinely better asset qual…
ESDS Rally Puts AI Infrastructure Theme in Focus
ESDS has become one of the most interesting recent listings to track, but the 235% rise in four sessions is also a reminder that a strong theme and a strong stock move are two different things.
The company came to the market at an IPO pr…
Ather Pulls Ahead as Ola Electric Loses Ground
The comparison between ATHERENERG and Ola Electric is becoming a very interesting lesson in how execution eventually reflects in both business numbers and stock-market valuations.
Ather’s average monthly sales increased to around 29,000…
Adani Airports Gets $1 Billion Global Capital Boost
ADANIENT Airports has received a major vote of confidence from global investors, and what I find more important than the fundraise itself is the valuation being assigned to the airport business.
Adani Airport Holdings is raising around ₹…
Rising Crude and Bond Yields Trigger FPI Selling
NUVAMA Foreign investors have turned sellers again after nearly two months of buying, and for me, the important part is understanding what has changed globally rather than looking at the $1.6 billion selling figure alone.
FPIs sold nearly…
HUL Steps Up Investment to Revive Volume Growth
HINDUNILVR is changing gears after a relatively muted two-year period, and what stands out to me is that management is not looking at cost cutting alone. The strategy is to generate savings and then put that money back behind brands, dist…
NSE IPO Moves Closer as Key Legal Hurdle Clears
BSE A major uncertainty around NSE’s long-awaited IPO has now reduced after the Supreme Court accepted the settlement between NSE and SEBI in the co-location and dark fibre matters. For me, this is important because these legacy regulatory…
Nestlé Plans $1 Billion Vitamins Business Sale
NESTLEIND lé is looking to sell its mainstream vitamins and supplements business to US private equity firm Yellow Wood Partners for around $1 billion. For me, this is more interesting from the perspective of how a large consumer company ke…
MSCI Exit Adds Fresh Technical Pressure on Swiggy
SWIGGY is facing a different kind of pressure right now, and this has more to do with index eligibility and foreign ownership limits than any immediate change in its underlying business.
MSCI has decided to remove Swiggy from its Global…
Rising Gold Imports Put Focus Back on Trade Deficit
KALYANKJIL Gold has again come into focus after Prime Minister Narendra Modi urged Indians to avoid unnecessary purchases as rising imports put pressure on India’s trade deficit and the rupee.
What caught my attention is the scale of the…
Banks Cut FCNR Rates as RBI Swap Window Ends
HDFCBANK Banks have started sharply reducing FCNR(B) deposit rates after the RBI’s special swap window came to an end, and I think this shows how quickly deposit pricing can change once a temporary liquidity incentive disappears.
During t…
Festive Demand Keeps Price Hikes Under Control
HYUNDAI The festive season is approaching, and one thing that caught my attention is how automobile and electronics companies are handling rising costs. Input costs are going up, but companies are trying to avoid aggressive price hikes bec…
Blackstone REIT Stake Sale Draws Strong Demand
360ONE The strong response to Blackstone’s stake sale in Knowledge Realty Trust caught my attention because it shows that institutional interest in India’s commercial real estate space remains healthy.
Blackstone is selling a 25.03% stake…
Maruti Lines Up ₹77,500 Crore for Next Growth Phase
MARUTI is preparing for a major expansion cycle, and the scale of the planned investment is what caught my attention. The company plans to invest around ₹77,500 crore over the next five years, covering areas such as capacity expansion, ne…
Investors Pour Fresh Capital Into India’s F&B Sector
DEVYANI India’s food and beverage space is attracting serious investor interest, and what stands out to me is that the money is not limited to one category. Coffee, restaurants, cloud kitchens, snacks and packaged food businesses are all s…
Tata Motors Sees Strong Demand for Electric CVs
TMCV Electric commercial vehicles are one segment where I feel the shift towards EVs is becoming more practical rather than just being a future story.
Tata Motors has indicated that demand for its electric commercial vehicles remains stro…
Deposit Growth Becomes Key Test for Indian Banks
BANKBARODA Indian banks are in a fairly comfortable position today when we look at asset quality, capital levels and liquidity. But one thing I feel we need to track closely from here is whether deposits can keep pace with the strong growt…