EX-Sr IT Professional, Technofunda Investor,Process,strategy, discipline,patience & Stoploss leads to wealth creation|Dreamer|Karma|Hyderabadi|Sebi Unregistered
Global
Joined April 2012
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Disclaimer: Not a Registered Investment Advisor, Broker/Dealer, Financial Analyst. View expressed r purely for study purpose.RT not verified
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
You don’t get it. We are growing our business in a steady and sustainable manner and I wish you did not have a knee jerk reaction. I wish folk would understand the way we have strengthened our financial model. Lowered debt, increased capacity to address rising demand n leading in several product segments. I assure you that by H2 you will refrain from such impolite remarks.
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
Our guidance has never been quarter on quarter. We guided clearly that H1 would be modest and H2 will be strong. We stand by that. I wish you you could remember what we said.
#Syngene - Positive divergence in daily, weekly and monthly charts!!
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
Rubio to visit India next week as Jaishankar says trade talks near landing point
indiatoday.in/india/story/ru…
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
SBI proposes raising the LTCG holding period for equities from 1 to 3 years and making it fully tax-exempt, while taxing STCG.
The goal: reward patient foreign capital and curb rapid portfolio churning.
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
#BREAKINGNEWS | FM Sitharaman says will keenly be hearing views on LTCG removal
#NDTVProfitLive xitter.cf/i/broadcasts/1DGleVgvP…
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
Oil flows in the Strait of Hormuz have sharply rebounded:
Persian Gulf crude oil exports surpassed 14 million barrels per day last week for the first time since the Iran War began on February 28th.
This marks an over +210% increase from the ~4.5 million barrels per day low seen in March.
As a result, the 4-week average is up to 14 million barrels per day, the highest level in 6 months.
Persian Gulf crude oil exports have now recovered to ~80% of their pre-war levels.
This comes as the US military has increasingly secured the Strait of Hormuz and established a two-way shipping corridor along the coast of Oman, allowing oil convoys to resume through the waterway.
Meanwhile, refined fuel shipments, including gasoline, diesel and jet fuel, remain at only around 50% of pre-war levels, as these products are more expensive to transport than crude oil and some refineries in the Persian Gulf that were damaged during the early stages of the war have also yet to fully resume operations.
Oil flows are coming back, but the fuel market is still under intense pressure.
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
Animal Health | Europe (Spain) | Regulatory Advantage
📸1: Viyash Animal Health - Spain Grew (84%) vs Zoetis Spain Grew (27%) - Revenue Growth 2020 to 2026
Zoetis H1FY27 in the European market
Pressure was most pronounced in developed European markets, where competitive penetration has been deepest and the promotional environment most intense.
Viyash on European Market – Spain Growth
And also, as you know, few of the European countries, we started bidding last few years. But our major countries like Spain is doing extremely good
Viyash Spain & Turkey = Manufacturing Leverage
One large animals, we are adding a few geographies like we are very strong in Spain. We are very strong in Turkey. Last 2 years, we started expanding geo expansion, trying to add all European countries because both sites are approved by EU GMP. And whatever products we are manufacturing injectables at Turkey and powder solutions at Spain, we are expanding to Europe markets on the large animals.
Viyash Spain Revenue = 550 cr (82% of total Europe Revenue)
In Spain, again, we own 60% & the revenue from Spain is about INR 550 crores for FY26
📸2: Viyash Regulatory Risk Management Strategy (Dual Manufacturing Role)
1. Turkey Unit - EUGMP & Turkey GMP Approvals
2. Spain Unit - Turkey GMP & EUGMP Approvals
#Gold backed ETF Inflows.
BREAKING: Global physical gold-backed ETFs attracted +27.1 tonnes in inflows last week, the 3rd largest weekly inflow since January.
Demand was driven by the US, at +15.9 tonnes, followed by Europe and Asia, at +6.5 tonnes and +4.6 tonnes, respectively.
In Dollar terms, investors bought +$3.9 billion, the 4th-largest weekly inflow since February.
This also marks the 11th consecutive weekly inflow.
Over this period, global gold ETFs have attracted +208.3 tonnes in inflows, bringing total gold ETF holdings to a record 4,250 tonnes.
Demand for gold ETFs remains remarkably strong.
Are gold prices heading to $5,000+?
Global gold ETF holdings are up to ~100 million ounces, near their highest level in at least 9 months.
Gold holdings have risen over +4 million ounces since their July low, more than recovering the decline recorded between April and July.
Most recently, gold-backed ETFs have seen 8 consecutive daily inflows, their longest streak since October 2025.
Meanwhile, gold prices moved roughly in-line with gold ETF holdings until mid-August this year.
Therefore, if gold prices catch up with the recent rise in holdings, they could surge above $5,000 in the coming months.
Investors are piling into gold funds at an accelerated pace.
Good for #Tega
#NPST - good move!!
Levying an MDR on UPI transactions for large merchants represents a highly positive and transformative growth catalyst for #NPST
moneycontrol.com/news/busine…
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
RATNAVEER PRECISION ENGINEERING (+ve)
Right Issue Fully Subscribed At 1.1x (Total Bid 1.31cr)
Rs 329cr Rights Issue Size
Alert-Credit Date-Fri, Sep 11
Next Trigger CCL Plant In November
Elevated Copper Prices-May Indicate Better Passthroughs As Well
Technical Recovery From Day's Lows,,,
#Ratnaveer - companies vision with detailed road map
From Stainless Steel to CCL: Ratnaveer Enters the PCB Value Chain youtu.be/dCxv1Gih_Es?si=rcDU… via @YouTube
Moneyspinners - Dream Big, Work Hard, Stay Focused retweeted
Companion Animal | Partnership Synergy | European Market
Viyash & BIOFORLIFE ITALIA Srl Distribution Synergy for Europe - M&A
📸1: EMEDOG is a specialized veterinary prescription medication distributed in Italy by BIOFORLIFE ITALIA Srl
📸2: EMEDOG is a specialized veterinary prescription medication distributed in Belgium by Alivira
📸3: Viyash - Improvement of Margins Europe with Dual Approach Business Model (Animal Health) - Norbrook, Chanelle & Bimeda European Market
We are also a distribution business for some companies. So we have recently tied up for --because we have a very strong front end in countries in Europe because that's an important capability to have, where we have feet on street over there in some countries in Belgium, Netherlands, in Spain, where people are able to contact doctors and veterinarian clinics. So we've also become a channel and a partner for vaccines for food production animals. And that's a business which started last year for us, and we think that's the other piece which will be growing
