Mousumi Paul

This is courage and heart-break at the same time. #IranWar‌

Food for thought!

Case of Irony: India continues to remain under Top-5 most expensive markets & has delivered the lowest 1-yr return in Aug: -8%. However, GDP growth in Q1FY26 remains the highest @ 7.8% v/s other economies.

Key takeaways from @melrobbins podcast with @morganhousel - "All happiness is the gap between expectations and reality." Expectations, in most cases, rise when one compares its success to the other.

If bureaucrats had enough sense, they'd fill the potholes first.

#AnmolJaggi, promoter of #gensolengineering appeared at Matrix Gas webinar today. He said, "We'll defend allegations and come out of this crisis. Blusmart and Gensol couldn't raise equity on time due to the liquidity crisis."

Mainboard IPO Activity: Dec, 2024: 16 IPOs Jan, 2025: 5 IPOs Feb, 2025: 4 IPOs Slowdown seen due to the market-wide correction. Companies are waiting for the market to stabilize. In the last few months, 45 cos have filed DRHPs. #sebi #ipo #stockmarketsindia

#FIIs selling continues amidst #Rupee depreciation. Source: @alphaideas

#indianrupee sees the lowest fall amongst other nations. #Dollar Source: @TradeBrainsGrp

#BudgetSession #IncomeTax *New slab rates in the new regime:* 0-4L: Nil 4-8L: 5% 8-12L: 10% 12-16L: 15% 16-20L: 20% 20-24L: 25% >24L: 30% SBI, HDFC, ICICI- Beneficiaries as they have the highest salaried customer base.

#Suzlon Q3FY25 concall KTAs - Execution of current OB is ~24 months - 20% contribution margin for WTG is sustainable - Order enquiries increasing - O&M EBITDA margin to be ~40% - Focus is on tech advancements - No FY25 capex revision - No pricing pressure in the domestic market

Today, #goldprice is 80,000 paar. From my personal experience, I have made decent returns from #digitalgold - the easiest form of investment I've come across.

- ~65 mn people will be added to the ‘legal drinking age’ over next 5 years - South India continues to be the largest alcobev consuming region (60% share) - Premiumization trend continues to play a big role in the evolution of the alcobev industry Source: Financial Express

#QSR industry will be compared to traditional e-comm players like #Amazon & #Flipkart in 2025: #Zepto CEO Aadit Palicha. Qcomm is a $7bn biz while ecomm biz is $70 bn. QSR is quickly catching up due to scalability & quick order execution unlike ecomm players. Source: ET

2024's most subscribed #SME #IPO was #NACDAC Infra Subscribed 2,210x Bids received: Rs 14,385 cr Listing gains: 99% Biggest risks in SME IPOs are that it's not liquid in nature. Also, there's negligible institutional investors' participation making it a risky bet.

A #alcohol brand needs to incorporate 4 things before it can rack its products at CSD stores: - Must be available in min. 5 states - Must be present in civil markets for min. 3 years - Have sold >25,000 cases annually - Must be a domestic brand bottled in India

"When you're a sea captain you don’t blame the tides & the weather. When you're a #stock picker you don’t blame market conditions or macro forces. #Bull or bear markets, recession, interest rate, inflation, elections, wars – are all part of the journey." Source: MicroCap Club

Blame Game begins... Source: TOI

- First time in history, #luxury car market is expected to cross sales of 50,000 units in 2024, with #MercedesBenz then Audi, Porsche etc - Merc has ~37% share in luxury auto market - From Jan-Nov'24, Merc sales rose 8% to ~14k units - ASP up from Rs 53 lakh to Rs 89 lakh

High on Spirits: Currently, 24 distilleries in India make #singlemalt #whiskey. Six more are under construction which includes one from #PernodRicard in Nagpur. Piccadily Agro (#Indri ) plans to invest Rs 1,000 cr incl. a distillery in Scotland. Source: ET