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@soumeet_sarkar "HDFC Bank and Pidilite In Focus More than 6500 companies listed in India But only X stocks are Consistent Performers Only X stocks have given positive returns every calendar year since 2015 #hdfcbank #Pidilite #StockMarketIndia"
X Link @soumeet_sarkar 2025-09-23T01:14Z 19.1K followers, 3318 engagements

"US Biosecure Act Approved - Divis top pick by Macquarie Divi's Labs Cohance Syngene and Bluejet Healthcare Divi's Labs top pick within our India Healthcare coverage Macquarie on DIvis - Outperform with TP of Rs 7400 #Divis"
X Link @soumeet_sarkar 2025-10-10T07:02Z 19.1K followers, 8261 engagements

"Biocon In Focus - Largely no impact as it inaugurated new manufacturing unit in the US Sun Pharma - Innovative medicines division $XXX bn in FY25 Aurobindo - branded oncology drugs $100mn revenue in FY25 #Biocon #SunPharma #Aurobindo"
X Link @soumeet_sarkar 2025-09-26T04:08Z 19.1K followers, 9904 engagements

"Kalyan Jewellers - Upgrade ICICI Sec on Kalyan Jewellers Upgrade to Buy from Add; TP at Rs XXX Despite higher gold prices festive-led demand to drive double-digit SSSG Aggressive store rollout and Candere expansion Risk-reward turning favourable; structural story intact #KalyanJewellers"
X Link @soumeet_sarkar 2025-09-30T03:58Z 19.1K followers, 2633 engagements

"Kalyan Jewellers - Strong Growth and Debt Repayment Debt repayment resumes it was a pain point in Q1FY26s concall comment #KalyanJewellers"
X Link @soumeet_sarkar 2025-10-06T04:25Z 19.1K followers, 2453 engagements

"Tata Group Companies That Benefit From Tata Sons Listing Shapoorji Pallonji Group pushes for Tata Sons listing Tata Sons directly holds stake in XX listed companies Value of its holding in these companies stand at close to Rs XX lakh crore Tata Sons had a net cash of Rs 7117 crore as of FY25 Tata Sons also owns stake in multiple unlisted entites and has JVs Entities inlcude the likes of Air India Tata Advanced Systems Tata Digital Tata Realty Tata Electronics and many others Book Value of unlisted entities as of FY25 Rs 91284 crore Tata Sons value could be close to Rs X lakh crore (see image"
X Link @soumeet_sarkar 2025-10-12T15:03Z 19.1K followers, 79.1K engagements

"Tata Steel In Focus - Negative View By Citi Citi on Tata Steel Maintain Sell with TP of Rs XXX Non-binding Agreement Signed with the Govt of Netherlands for Decarbonisation Understand this transition is more complicated than the UK Would need a larger configuration and a tripartite agreement #TataSteel"
X Link @soumeet_sarkar 2025-09-30T07:32Z 19.1K followers, 2739 engagements

"Pace Digitek link covered on Smallcap Buzzers show - XXXX pm yesterday. Stock up as much as X% in trade Morgan Stanley Asia (Singapore) bought XX lakh shares at XXXXXX Growth Drivers 25+ GWh BESS tenders announced in India. Mandatory BESS use in renewable and hybrid projects driving demand. Local manufacturing and EPC strength support policy-led growth. X GWh Bangalore plant can generate Rs 3200 cr revenue. Strongly placed to capture rising BESS market share. #PaceDigitek #IPO #Markets #StockMarkets"
X Link @soumeet_sarkar 2025-10-08T05:03Z 19.1K followers, 11.4K engagements

"Aurobindo Pharma In Focus - negative for new plant As per media article China slashed prices of XX APIs / KSMs by 4050% incl. Clavulanate Potassium (40%) and Penicillin-G (50%) This has taken prices below production cost Indias newly built PLI-backed API plants face viability stress Analysts see risk of repeat of 2000s when Chinese dumping crippled domestic API industry Implications Viability risk to Aurobindos PLI plant Pen-G/API projects as per analysts #AurobindoPharma"
X Link @soumeet_sarkar 2025-09-16T04:00Z 19.1K followers, 5133 engagements

"PB Fintech Double Whammy; Increasing Competition and Lower Commission IRDAI launches Bima Sugam big competition to PB Fintech HDFC Life and ICICI Pru Life Says they will rationalise commissions to distributors in Morgan Stanley Conference #PBFintech #PolicyBazaar #Insurance #IRDAI"
X Link @soumeet_sarkar 2025-09-18T04:03Z 19.1K followers, 4098 engagements

"Aurobindo Pharma In Focus Aurobindo Pharma targets $X billion global bone treatment market with denosumab biosimilar Anticipating clearance from the UK and Health Canada within XXX months with approval expected by the end of 2026 The US approval is projected by 2027 Video -"
X Link @soumeet_sarkar 2025-09-24T04:55Z 19.1K followers, 1604 engagements

"Shree Cement - Tactical Sell Call By Investec Investec Maintain Sell with TP of Rs 26100 Open tactical sell given the elevated valuation ongoing softness in South pricing brand placement struggles and persistent efforts by mid-sized mills to gain market share Plus the risk of negative operating leverage and unfavourable fuel cost curve Anticipate sharp QoQ drop in spreads #ShreeCement"
X Link @soumeet_sarkar 2025-10-01T04:15Z 19.1K followers, 2324 engagements

"Dabur In Focus - Upgrade to Buy As per Bloomberg Investec has upgraded rating to Buy from Hold; Hike TP to Rs XXX - XX% upside #Dabur"
X Link @soumeet_sarkar 2025-10-06T09:37Z 19.1K followers, 3204 engagements

"NALCO In Focus - Analysts Negative Post Recent Upmove Nuvama Says Risk Reward Unfavourable at current aluminium and alumina prices #NALCO"
X Link @soumeet_sarkar 2025-10-09T05:16Z 19.1K followers, 3068 engagements

"Midwest IPO IN Focus Price Band - Rs 1014 to Rs 1065 per Issue Size - Rs XXX crore India's Leader in black galaxy and absolute black granite Quartz processor catering to engineered stone and solar glass segments Diversifying into heavy mineral sands and Rare Earth Elements Fund being used for capex purpose Anchor Investor - Kotak MF Axis MF Goldman Sachs AMC Aditya Birla Sun Life ITI MF and Edelweiss MF EBITDA/PAT CAGR of 38.5%/40.5% over FY23-25 Ventura Securities has Apply rating Midwest continues to innovate and capture growing demand maintaining its leadership in the granite and processed"
X Link @soumeet_sarkar 2025-10-15T10:56Z 19.1K followers, 33.5K engagements