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Ep-1209 | Stock Market News | Daily Money Show
Original: Ep-1209 | Stock Market News | #dailymoneyshow
Takeaway
The โน50,000 cr Kavach 4.0 opportunity is the big multi-year theme; meanwhile the SME IPO bus has become absurd โ even vegetable sellers are listing, demand stricter vetting.
Summary
- Sensex -54 to 85,213; Nifty -19 to 26,027; mid/small/Bank Nifty all flat
- Commerce Sec Rajesh Agarwal: India-US trade deal at advanced stage (6 rounds done) with substantial tariff cuts; India-Oman CEPA likely this week; India fast-tracking limited Mexico trade deal ahead of Jan 1 Mexican tariffs
- Cautionary note on the SME IPO frenzy โ even a vegetable seller (Tanvik Agro from Ahmedabad) filing for IPO at โน40cr market cap to raise โน28cr
- Big opportunity: Kavach 4.0 rollout โ railways targeting 40,000 km, โน50-60L/km install cost โ โน50,000 cr order pipeline over next 6-7 yrs for kavach-related companies (HBL Engineering, Karnex Microsystems, Concord Control)
- These kavach players also expanding into South-East Asia, Africa and West Asia export markets
Kavachtrade dealSME IPO
Original description
๐ ๐๐ฉ๐๐ง ๐๐จ๐ฎ๐ซ ๐๐๐ฆ๐๐ญ ๐๐๐๐จ๐ฎ๐ง๐ญ ๐๐๐๐๐ ๐๐ ๐จ๐๐๐๐๐๐ ๐ณ๐๐๐ ๐ https://zerodha.com/open-account?c=ZMPVNW ๐จ๐๐๐๐ ๐ฉ๐๐๐๐๐๐ ๐ https://angel-one.onelink.me/Wjgr/8vxyj8iq ๐๐๐๐๐๐ ๐ https://tinyurl.com/y8sbw9w8 ๐ ๐๐๐๐๐ ๐ https://bit.ly/3JZwgyc ๐ ๐๐๐ฌ๐ญ ๐๐๐ซ๐ฆ & ๐๐๐๐ฅ๐ญ๐ก ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ (๐๐ฉ๐๐ฆ-๐๐ซ๐๐ ๐๐๐ฏ๐ข๐๐) ๐๐ข๐ญ๐ญ๐จ ๐๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ ๐ https://ditto.sh/1bzezx ๐ ๐๐จ๐ข๐ง ๐๐ฎ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ ๐๐๐ฅ๐๐ ๐ซ๐๐ฆ ๐ https://telegram.openinapp.co/money-purse ๐๐ก๐๐ญ๐ฌ๐๐ฉ๐ฉ ๐๐ก๐๐ง๐ง๐๐ฅ ๐ https://tinyurl.com/32cra3sc ๐๐๐ญ ๐ ๐ข๐ญ ๐ ๐๐ฆ๐ข๐ฅ๐ฒ (๐๐ญ๐ซ๐๐ฏ๐) ๐ https://strava.app.link/4U0TAr1zzTb ๐ค ๐๐ญ๐๐ฒ ๐๐จ๐ง๐ง๐๐๐ญ๐๐ ๐๐ข๐ญ๐ก ๐๐ฌ ๐๐ง๐ฌ๐ญ๐๐ ๐ซ๐๐ฆ ๐ https://www.instagram.com/moneypurseadv/ ๐๐ฐ๐ข๐ญ๐ญ๐๐ซ ๐ https://twitter.com/Moneypurseadv ๐ ๐๐๐๐๐จ๐จ๐ค ๐ https://www.facebook.com/moneypurseadv/ Thanks for watching. Team Money Purse 00:00 Market Update 03:21 Vegetable IPO 05:22 50000 Crore Opportunity 07:26 Banks' New Rule 08:56 Vodafone Idea 10:02 Reliance industries 11:08 Shriram finance 11:47 Auto Stocks 12:50 Paint Stocks 14:02 MTAR 14:30 Texmaco Rail 14:46 Matrimony 15:13 Vacon Engineering 15:33 Newton Software 15:52 SEPC 16:20 Wheels India 17:12 BEL 17:44 KEC International 18:15 WPIL Ltd 18:49 Inox wind Disclaimer: We are not SEBI registered. Before taking any positions, contact your financial advisor. we are not responsible for any Profits or losses; whatever we are providing here is purely educational and informational point of view