Interviewed Emmvee Photovoltaic Power yesterday Highlights 1⃣ H2 will be stronger vs H1, mathematically FY26 revenues could be approx. 4500cr 2⃣ Margins will hover around 33%-35% 3⃣ Net debt around 100cr, massive capex due https://t.co/cHUcz8b5ME

Aequs IPO opens today, mgmt highlights: 1️⃣ IPO proceeds to cut debt by ₹430cr, interest saving ₹30–40cr 2️⃣ Revenue potential around ₹2,000cr with margin improvement 3️⃣ Rupee depreciation: neutral to mild positive 4️⃣ WC cycle around ~120 days https://t.co/UXRha1QUwX

Blue Star says 1⃣ Strong sales expected from early 2026 as new energy label norms kick in 2⃣ RAC industry may see –10% to flat growth this year 3⃣ Inventory at 65 days vs ideal 45 days 4⃣ Time to upgrade ACs to incorporate air-purifier benefits https://t.co/M8kHGnVgXC

RT @CNBCTV18Live: #BREAKING | RUPEE HITS RECORD LOW OF 90.14 AGAINST U.S. DOLLAR It’s been a ‘free fall’ for #Rupee in last 2 days. Now $…

Good Morning 😃 Nifty ended lower yesterday & #GIFTNifty -30 pts. Nifty Bulls will look to defend the 20 DMA mark, which could trigger a near term bounce. FIIs sold in cash & added shorts on Index Futures. Stability in Indian Rupee eyed. #StockMarket

Data for 02-Dec-2025 A) Cash Market 👍 DII net bought ₹4646 cr 👎 FII net sold ₹3642 B) FNO Market FII On Index Futures 👉 Unwound 3k Longs 👉 Added 9.6k Shorts 🚨 FII Long:Short at 16%:84% 🚨 @CNBCTV18Live #StockMarket

Lessons for Life- Earning success is important but handling that success with maturity & perspective is even more important. Rise And Fall of #ImranKhan https://t.co/dkjtq0aj2q

https://t.co/fs0B0wh3Gg

Groww grabbed 47% of all new SIP registrations in October - over 2 million fresh SIPs in a single month, per CAMS data. For context, CAMS handles ~80% of India’s SIP registrations. Source: Moneycontrol

Shree Cement says 1️⃣ Demand: Seeing improvement over the past few days post Bihar elections & festive season. 2️⃣ FY26 Guidance: Volumes ~36 mt; EBITDA ₹1,100–1,200/tn 3️⃣ Strategy Shift: Moving from value focus to a balanced value + volume approach https://t.co/KB2WCfGyz6

Good Morning 😃 Nifty has been facing resistance around 26350 levels. Stability on Indian Rupee eyed 👀 #StocksToWatch Vedanta Hindustan Zinc

Over the weekend we were digesting a 8.2% GDP growth print but what is causing the Indian Rupee to slip? No one explains it better than @latha_venkatesh Do read 👇 https://t.co/UGKRcZ36gs

📉 Dow Jones snaps 5-day win streak as crypto slump weighs on sentiment US #Stockmarket on Monday #DowJones -0.9% #Nasdaq -0.38% S&P500 -0.53% In Focus: • Bitcoin -5% to ~$86.8K; crypto names like Coinbase & MicroStrategy tumble • Broadcom -4%, Super Micro -1% ,

Emkay Global Initiates Coverage on Indian Real Estate 🏘️ Quiet strength behind the housing surge 🔹 Listed developers’ market share has doubled to 15% (FY11–25) & remain constructive on sustained housing demand (homeownership focus, improving affordability) 🔹 Prefer prudent

Motilal Oswal Note 1⃣ Broader Markets adjusting the outperformance a. Last 12 months: Largecaps, midcaps, and smallcaps are up 8.6%, 8.2%, and -4.4% b. Last five years CAGR: Midcaps +25.4% Largecaps +15.1% Smallcaps +22.1% 2⃣ India vs the Globe a. In Nov’25 in local currency

Emkays Madhavi Arora says @EmkayGlobal 1⃣ RBI & markets have repeatedly misread the macro cycle growth is uneven, nominal GDP likely sub 8% & CPI set to undershoot by ~130bps in 2HFY26E. 2⃣ With clear near-term inflation visibility, the case for a December cut strengthens,

Data for 01-Dec-2025 👇 A) Cash Market 👎 FII net sold ₹1171 cr 👍 DII net bought ₹2559 cr B) FNO Market FII On Index Futures 👉 Added 190 Longs 👉 Covered 236 shorts 🚨 FII Long:Short at 19%:81% 🚨 #StockMarket #Nifty @CNBCTV18Live

Sumangal Nevatia on Finding Alpha on @CNBCTV18Live 1️⃣ Aluminium 💪; prefers Vedanta 2️⃣ Low odds of steel safeguard duty, likes Jindal Steel 3️⃣ Gravita set for 20%+ CAGR, capacity doubles 4️⃣ Graphite electrodes to face near-term pressure @ShereenBhan https://t.co/ME9BY8m6Hb

A friend told me “Markets are hitting new highs. My portfolio is hitting new lows. Basically we’re in a long-distance relationship.”

L&T Finance says 1⃣ AI has been deployed across verticals and benefits are flowing in 2⃣ MFI Collection efficiency improving secularly month-on-month 3⃣ Guidance ROA at 2.8–3.0% Credit cost to trend towards 2% NIMs + fees at 10.0–10.5% https://t.co/DOQjb3WVmb