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Daily Money Show 1317: Hormuz risks and deferred earnings

Original: Ep-1317 | stock market news | #dailymoneyshow

77.4K views ยท May 28, 2026 ยท 15:13 min ยท Watch on YouTube โ†—
Takeaway

When earnings weaken, distinguish deferred contract execution and exceptional costs from a lasting loss of business.

Summary

  • The holiday episode discusses reported attacks around Bandar Abbas and why that location matters to shipping through the Strait of Hormuz and market sentiment.
  • Axiscades' weak quarterly profit is examined alongside restructuring costs and revenue recognition deferred by supply-chain delays; management expects affected contracts to appear in later quarters.
  • The host also reviews stronger Bajel Projects and ISGEC results, highlighting Bajel's reported โ‚น3,442 crore unexecuted order book.
market-updateaxiscadesorder-execution
Original description 
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Thanks for watching.
Team Money Purse

00:00 Concept
00:37 Market Analysis
04:35 Tata Motors PV
05:02 Wockhardt Ltd
05:44 Airtel VS VI
07:27 Godfrey Philips
08:03 Axiscades results
10:16 Bharat dynamics results
10:49 Time technoplast results
11:32 PG electroplast results
12:22 Aditya infotech results 
13:14 Gabriel Results
13:57 Bajel projects results
14:35 ISGEC Results


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