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271 articles, newest first · page 21 of 31
Fiem Industries Ltd — Deep Dive Analysis
Fiem Industries — a debt-free auto lighting leader riding the LED revolution. 29% ROCE, 24x P/E, DIIs accumulating heavily. Customer concentration is the risk to watch. Full analysis inside.
Ideaforge Technology — What Changed? QIP Makes It a Whole New Story
Game changer: Ideaforge raised ₹500 Cr via QIP at ₹795. Working capital solved, debt cleared, HDFC MF & others invested. Promoter dilution to 25.3% is the sticking point. Full analysis.
Indo-MIM Ltd — IPO Analysis
Indo-MIM — world's largest MIM manufacturer — opens IPO at ₹485. 45x P/E, 21% ROE, accelerating growth, but 86% OFS and US export concentration warrant caution. Detailed analysis inside.
Policy Pulse — Global Spillover — 22 Jul 2026
US-Iran war enters 11th night of strikes; Trump threatens Iranian infrastructure. Hormuz closed — oil 5+, ONGC/OCD gain, refiners bleed. Trump generic drug tariff timeline hits TEVA, MYL globally. US-Jordan trade deal signed. Genesis B AI-for-science unveiled.
Policy Pulse — Ministries & Regulators — 22 Jul 2026
RBI collateral norms (100% BG) ongoing impact — negative for exchanges (BSE, MCX) & brokerages (Angel One, Zerodha, IIFL), positive for banks (HDFC Bank, ICICI). SEBI buyback rule amendment positive for cash-rich cos (TCS, Infy, ITC, Coal India). SEBI enforcement action on Pace Stock Broking.
Policy Pulse — Modi / India — 22 Jul 2026
Nifty below 24,000 on Brent 5, IOCs halt Iraq oil loadings due to Hormuz (ONGC gains, IOC/BPCL/HPCL pressured). Trump generic drug tariff crushes Sun Pharma, Lupin, Cipla. Nestlé, Bajaj Auto shine on stellar Q1. Bandhan Bank -19% on RoA cut.
Policy Pulse — Trump/US Watch — 22 Jul 2026
Trump escalates Hormuz (threatens Iranian infrastructure), announces generic drug tariff timeline (0%→100%→200%), unveils B Genesis AI Mission. Oil, defence, branded pharma gain; airlines, generic pharma under pressure.
Websol Energy System Ltd — Deep Dive Analysis
Websol Energy — a remarkable turnaround from near-zero revenue to ₹1,049 Cr in FY26. 67% ROE, 63% ROCE, near net cash, but 89% promoter pledge casts a long shadow. Full analysis inside.
Policy Pulse — Global — 21 Jul 2026
🌍 Hormuz crisis: Day 9 of US strikes on Iran, Houthis blockade Saudi, Brent at 9.22, US gas at /gal. Canada hit with 50% Section 338 tariffs on 0B of goods. Section 122 expires in 3 days (Jul 24). Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT, COST, TSLA, MP | 🔴 SELL DAL, UAL, AAL, CCL, STLA