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[@Tvaasu1](/creator/twitter/Tvaasu1)
"🔴 NIPPON INDIA SMALL CAP FUND SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🔴 Aeroflex Industries Ltd: reduced holding from XXXX% 1.88%. 💼 indicates partial profit booking or portfolio rebalancing though the fund continues to hold a meaningful stake reflecting sustained but moderated confidence in the company"  
[X Link](https://x.com/Tvaasu1/status/1978314507459149863) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:18Z XXX followers, XX engagements


"🟢 INVESCO INDIA MANUFACTURING FUND SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 KEI Industries Ltd: new entry with XXXX% holding as of September 2025. 💼 reflects fresh exposure to the electrical cables and wires sector signaling confidence in growth prospects from infrastructure and industrial demand"  
[X Link](https://x.com/Tvaasu1/status/1978314915736899804) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:20Z XXX followers, XXX engagements


"🟢 BENGAL FINANCE AND INVESTMENT PRIVATE LIMITED SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 Aeroflex Industries Ltd: new entry with XXXX% holding as of September 2025. 💼 indicates fresh investment in the company reflecting confidence in its growth trajectory in the engineering and industrial components sector"  
[X Link](https://x.com/Tvaasu1/status/1978315622560960647) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:22Z XXX followers, XXX engagements


"Interesting report on AI While India has Budgeted to invest $XXX bn world is moving at much rapid pace USA: $ 100s of billions China: $XX Billion UK: $XX Billion Source: HSBC"  
[X Link](https://x.com/Tvaasu1/status/1979450843037601841) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T07:33Z XXX followers, XX engagements


"COMMERCE MINISTRY ON INDIA-US TRADE TALKS India's Exports To The US Rose To $45.82B In H1 FY25 Up XXXX% From $40.42B Last Year India's Negotiating Team Is In The US Talks On Bilateral Commitments Are Underway India Aims To Diversify Energy Imports Subject To Right Price And Availability Can Import $12-13B More Energy From US Without Changing Refinery Setup US Shutdown Has Hit Their Workforce Not The Right Time For Full Negotiations Despite The Noise Both Sides Are Engaged In Ongoing Discussions Tariff Impact To Begin From September With A Detailed Commodity-Wise Review"  
[X Link](https://x.com/Tvaasu1/status/1978476543786811841) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T15:02Z XXX followers, XX engagements


"AVANTEL LTD RIGHTS ISSUE UTILISATION UPDATE 📊 🔹 Monitoring agency (CARE Ratings) confirmed proper utilization of funds raised via Rights issue 🔹 XXXXX Cr raised in total XXXXX Cr utilized during Q3 2025 🔹 XXXXX Cr remains unutilized currently parked in Axis Bank monitoring a/c & FDs 🏦 🔹 No deviations observed from the stated objectives ✅"  
[X Link](https://x.com/Tvaasu1/status/1979523274859331662) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T12:21Z XXX followers, XXX engagements


"💚 Q2 FY26 STRONG AND DECENT RESULTS ROUNDUP (FRIDAY EVENING TO NOW) 💚 GOOD Q2 FY26 RESULTS / UPDATES Kalyan Jewellers Reported strong festive demand healthy same-store sales in India and steady performance in the Middle East. Nykaa Beauty business continues to grow well margins improving and the fashion segment showing early signs of recovery. Sobha Ltd Achieved record pre-sales with strong demand in South India and improved realization per sq. ft. Sambhv Steel Tubes Reported strong revenue growth and better margins supported by higher demand in the infra and fabrication sectors. Ujjivan"  
[X Link](https://x.com/Tvaasu1/status/1975229597391503775) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-06T16:00Z XXX followers, XX engagements


"BIG BREAKING Indias UPI is all set to LAUNCH in Japan as NPCI signs an agreement with Japans NTT DATA"  
[X Link](https://x.com/Tvaasu1/status/1978382552730660951) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T08:48Z XXX followers, XX engagements


"ORIENT TECH: CO TO BUY SHARES IN ATHENA IT & TELECOM AIT INTERNET SERVICES RED HUT INNOVATION"  
[X Link](https://x.com/Tvaasu1/status/1978879351904178665) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T17:42Z XXX followers, XX engagements


"🔷 HIMADRI SPECIALTY CHEMICALS Q2 FY26 CONCALL SUMMARY 🟢 rev down but strong margin expansion 🟢 pbt at 237cr vs 197cr flat qoq 🟢 pat at 176cr vs 135cr 🟢 new capacity coming from q4 adding almost XX% additional capacity 🟢 best performer among peers in terms of consistency 🔴 ocf at -95cr due to big inventory surge 🟢 h2 expected to be strong with new capacity ramp-up"  
[X Link](https://x.com/Tvaasu1/status/1979201481632026737) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T15:02Z XXX followers, XXX engagements


"🔷 🟢 HFCL Q2 FY26 STRONG 🚀🚀🚀TURNAROUND QUARTER WITH GLOBAL AND DEFENCE MOMENTUM 🟢 Revenue grew XXXXX% QoQ to 1043.34 crore (from XXXXXX crore in Q1FY26). 🔴 On a YoY basis revenue declined XXX% from 1093.61 crore (Q2FY25). 🟢 EBITDA increased sharply X times jump to XXXXXX crore from XXXXX crore in the previous quarter. 🟢 EBITDA margin expanded strongly to XXXXX% compared to XXXX% in Q1FY26 showing major operational recovery. 🟢 Year-on-year EBITDA improved by XXXXX% reflecting better cost efficiency and product mix. 🟢 PAT (Profit After Tax) turned positive at XXXXX crore vs a loss of"  
[X Link](https://x.com/Tvaasu1/status/1979232659453939794) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T17:06Z XXX followers, XXX engagements


"BIG BREAKING NEWS 🚨 Vande Bharat Sleeper First AC Coach Unveiled by Indo-Russian JV Kinet Railway Solutions. The coach features four-berth compartments USB charging ports reading lights and smart storage spaces. It showcases modern interiors with Indian design motifs and a redesigned staircase for easier upper berth access. The first prototype is expected by June 2026 marking a big leap toward luxury overnight travel on Indian Railways. 🔥"  
[X Link](https://x.com/Tvaasu1/status/1979440398448890042) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T06:52Z XXX followers, XX engagements


"HDFC BANK Q2 FY26 HIGHLIGHTS ST NET PROFIT: 18641 CR XX% YoY X% QoQ NII: 31551 CR X% YoY FLAT QoQ OPERATING PROFIT: 27923 CR XX% QoQ PROVISION: 3500 CR XX% QoQ GROSS NPA: 34289 CR X% QoQ (1.24% vs 1.40%) NET NPA: 11447 CR XX% QoQ (0.42% vs 0.47%)"  
[X Link](https://x.com/Tvaasu1/status/1979469701878346146) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T08:48Z XXX followers, XXX engagements


"🔷 CLARUS CAPITAL I SHAREHOLDING UPDATE AKUMS DRUGS & PHARMACEUTICALS LTD Jun 2025: Sep 2025: XXXX% 🟢 increased INNOVA CAPTAB LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased"  
[X Link](https://x.com/Tvaasu1/status/1979475371436482733) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T09:11Z XXX followers, XX engagements


"🔷 AXIS MUTUAL FUND TRUSTEE LIMITED A/C SHAREHOLDING UPDATE SONA BLW PRECISION FORGINGS LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased"  
[X Link](https://x.com/Tvaasu1/status/1979475540286542263) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T09:12Z XXX followers, XX engagements


"🔷 AXIS MUTUAL FUND TRUSTEE LIMITED A/C SHAREHOLDING UPDATE PG ELECTROPLAST LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased APTUS VALUE HOUSING FINANCE INDIA LTD Jun 2025: XXXX% Sep 2025: XXXX% ➖ no change"  
[X Link](https://x.com/Tvaasu1/status/1979475719089787341) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T09:12Z XXX followers, XX engagements


"🔷 TATA MUTUAL FUND TATA SMALL CAP FUND SHAREHOLDING UPDATE V I P INDUSTRIES LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased"  
[X Link](https://x.com/Tvaasu1/status/1979490670143476200) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T10:12Z XXX followers, XX engagements


"🔷 INVESCO INDIA MANUFACTURING FUND SHAREHOLDING UPDATE INNOVA CAPTAB LTD Jun 2025: XXXX% Sep 2025: XXXX% ➖ no change MRS BECTORS FOOD SPECIALITIES LTD Jun 2025: XXXX% Sep 2025: 🔴 exited / decreased"  
[X Link](https://x.com/Tvaasu1/status/1979490889912480156) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T10:12Z XXX followers, XX engagements


"🔷 ELECON ENGINEERING NAVAL EXPANSION PLAY Q2 FY26 PERFORMANCE 🟢 PAT: XX Cr ✅ strong core profitability 🟢 Revenue growth supported by gearbox orders & industrial business Defense & Naval Wins 🟢 P-17 Alpha Naval Gearbox: Ready for commissioning first major naval milestone 🟢 P-17 Bravo: Next wave of naval orders potential recurring revenue 🟢 Aircraft Carrier Gearbox (200 Cr): Up for grabs high-value opportunity Order Book Strength 🟢 Current order book: 1226 Cr provides medium-term revenue visibility 🟢 Mix of industrial and defense orders reduces concentration risk Growth Outlook 🟢"  
[X Link](https://x.com/Tvaasu1/status/1979494470367527336) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T10:27Z XXX followers, XX engagements


"🔷 ICICI BANK Q2 FY26 CEO COMMENTARY 🟢 Positive on Lending Growth: CEO confident of continued loan growth momentum across segments. 🟢 Regulatory Easing: RBIs recent relaxations expected to further support credit expansion; awaiting final guidelines before execution. 🟢 Economic Outlook: Management sees Indias economy as resilient with strong domestic demand. 🟢 Strategic Focus: Bank aims to grow profit before tax while maintaining prudent risk standards and focusing on high-quality borrowers. 🔴 NIM (Net Interest Margin): Marginal decline to XXXX% vs XXXX% QoQ reflecting deposit cost"  
[X Link](https://x.com/Tvaasu1/status/1979523353519292852) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T12:21Z XXX followers, XX engagements


"🟢 KPI GREEN ENERGY ENTERS BATTERY STORAGE SEGMENT KPI Green through its subsidiary Sundrop Energia is entering the Battery Energy Storage Systems (BESS) market with standalone build-own-operate projects. The company has partnered with Delta Electronics to co-develop scalable energy storage solutions combining KPI Greens project development expertise with Deltas advanced inverter and energy management technologies"  
[X Link](https://x.com/Tvaasu1/status/1965716032883974213) [@Tvaasu1](/creator/x/Tvaasu1) 2025-09-10T09:56Z XXX followers, XXX engagements


"🔷 ICICI PRUDENTIAL LARGE & MID CAP FUND SHAREHOLDING UPDATE Gujarat Narmada Valley Fertilizers & Chemicals Ltd (GNFC) Holding increased to XXXX% in Sep 2025 (up from below 8%) indicating fresh accumulation by the fund during the quarter"  
[X Link](https://x.com/Tvaasu1/status/1976177461475119531) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-09T06:46Z XXX followers, XX engagements


"Max Healthcare - Plans to invest over 5000 Cr in the next 3-4 years to increase bed capacity from the current 5000 to 6500 by FY25 and then to 9200 by FY28 focusing on a pan-India presence"  
[X Link](https://x.com/Tvaasu1/status/1976848501725425790) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-11T03:13Z XXX followers, XX engagements


"TINNA RUBBER & INFRASTRUCTURE LTD ; Credit Rating Update 🏦 CARE Ratings reaffirms ratings for companys bank facilities Long-term Bank Facilities: CARE BBB-; Stable Long-term/Short-term Facilities: CARE BBB-; Stable / CARE A3 Rating Rationale: Experienced management 👨💼 Diversified customer base 🌐 Pan-India manufacturing facilities 🏭 Diversified product portfolio 📦"  
[X Link](https://x.com/Tvaasu1/status/1978015481392173449) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-14T08:30Z XXX followers, XX engagements


"20 Microns Ltd Credit Rating Update Rating Agency: CRISIL Ratings Limited Action: Credit ratings reaffirmed Bank Loan Facilities: Total rated amount enhanced from XXXX Cr XXXX Cr Date: Oct XX 2025"  
[X Link](https://x.com/Tvaasu1/status/1978052997499207929) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-14T10:59Z XXX followers, XX engagements


"🟢 XX MICRONS CREDIT RATING REAFFIRMED BY CRISIL CRISIL reaffirmed ratings at A/Stable (long-term) and A1 (short-term). total rated bank facilities increased to XXX crore (from XXX crore earlier). reaffirmation reflects the companys steady financial profile healthy liquidity and consistent operating performance"  
[X Link](https://x.com/Tvaasu1/status/1978110430066135522) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-14T14:47Z XXX followers, XX engagements


"🟢🔴 GOVERNMENT OF SINGAPORE SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 Power Finance Corporation Ltd: increased holding slightly from XXXX% 1.08%. 🔴 Petronet LNG Ltd: reduced holding from XXXX% 1.10%. 🟢 Sapphire Foods India Ltd: holding unchanged at XXXX% indicating continued confidence. 🔴 Eternal Ltd: exited position holding fell from XXXX% 0%. 💼 overall: mixed trend marginal uptick in PFC trimming in Petronet steady in Sapphire and a complete exit from Eternal Ltd"  
[X Link](https://x.com/Tvaasu1/status/1978314348839014759) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:17Z XXX followers, XX engagements


"🟢 KOTAK MAHINDRA LIFE INSURANCE COMPANY LTD SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 Minda Corporation Ltd: new entry with XXXX% holding as of September 2025. 💼 indicates fresh investment in the auto components sector reflecting confidence in the companys growth prospects and strong market position"  
[X Link](https://x.com/Tvaasu1/status/1978315981064949827) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:24Z XXX followers, XX engagements


"🔴 FRANKLIN INDIA SMALLER COMPANIES FUND SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🔴 Gateway Distriparks Ltd: exited position holding reduced from XXXX% 0%. 🔴 Sapphire Foods India Ltd: exited position holding reduced from XXXX% 0%. 💼 indicates complete exits from both holdings suggesting profit booking or portfolio rebalancing away from logistics and food service sectors"  
[X Link](https://x.com/Tvaasu1/status/1978317717095788943) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:31Z XXX followers, XX engagements


"🔴 ADITYA BIRLA SUN LIFE INSURANCE COMPANY LIMITED SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🔴 AWFIS Space Solutions Ltd: reduced holding from XXXX% 1.68%. 💼 indicates partial profit booking or portfolio rebalancing while the fund continues to maintain a meaningful stake in the company"  
[X Link](https://x.com/Tvaasu1/status/1978318330516939104) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:33Z XXX followers, XX engagements


"In a historic power shift India has surpassed China to become the worlds 3rd most powerful air force behind only the U.S. and Russia. A new era in Asias strategic balance begins. ✈🔥 : As per The latest World Directory of Modern Military Aircraft (WDMMA) rankings"  
[X Link](https://x.com/Tvaasu1/status/1978685644663652497) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T04:53Z XXX followers, XX engagements


"Bharat Forge Rolls-Royce Partnership Expansion New Scope: Manufacturing fan blades for Pearl 10X engines Existing Collaboration: Continues from Pearl XXX program Strategic Outlook: Rolls-Royce plans to increase sourcing from India by 2030"  
[X Link](https://x.com/Tvaasu1/status/1978757358898512045) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T09:38Z XXX followers, XX engagements


"🔻 UTI MID CAP FUND SHAREHOLDING UPDATE 🔴 WHIRLPOOL OF INDIA LTD XXXX% (Jun 2025) XXXX% (Sep 2025) slight reduction in holding. 🔴 PRAJ INDUSTRIES LTD XXXX% (Jun 2025) % (Sep 2025) exited the list of major shareholders holding dropped below 1%. 🔴 PHOENIX MILLS LTD XXXX% (Jun 2025) XXXX% (Sep 2025) marginal decrease in stake"  
[X Link](https://x.com/Tvaasu1/status/1978841961307185319) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T15:14Z XXX followers, XX engagements


"🔷 ICICI PRUDENTIAL LIFE INSURANCE CO LTD SHAREHOLDING UPDATES IDFC FIRST BANK LTD Sep 2025 Oct 2025: XXXX% XXXX% 🔴 (reduction) KPIT TECHNOLOGIES LTD Jun 2025 Sep 2025: XXXX% XXXX% 🟢 (increase) IDFC FIRST BANK LTD Aug 2025 Sep 2025: XXXX% XXXX% 🟢 (no change)"  
[X Link](https://x.com/Tvaasu1/status/1978842954715541626) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T15:18Z XXX followers, XXX engagements


"ZEN TECHNOLOGIES LTD ⚡ Acquisition Update ARIPL Acquisition: Zen Technologies acquired XXX% of ARIPLs paid-up share capital. Earlier XX% share transfer from Mr. Shravan Rewari & Ms. Naomi Rewari was under process. Balance XX% acquired on Oct XX 2025 making ARIPL a wholly-owned subsidiary. ALPL Acquisition: Completed acquisition of XXX% of ALPL from Mr. Shravan Rewari & Mrs. Amarjeet Rewari ALPL now a wholly-owned subsidiary"  
[X Link](https://x.com/Tvaasu1/status/1979062971700777091) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T05:52Z XXX followers, XX engagements


"Orient Technologies expands in South India Orient Technologies announced it has acquired an MSP and SD-WAN-as-a-Service provider gaining stakes in an ISP Class A firm. This move strengthens its presence in South India and enhances its tech service capabilities"  
[X Link](https://x.com/Tvaasu1/status/1979074304949268643) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T06:37Z XXX followers, XXX engagements


"🟢 ACUTAAS CHEMICALS SOLID Q2FY26 PERFORMANCE WITH STRONG FY26 GROWTH CONFIDENCE management confident of achieving XX% revenue growth for fy26. q2fy26 delivered robust performance across segments with sharp margin expansion. 🟢 Q2FY26 FINANCIAL HIGHLIGHTS revenue 🔼 XX% yoy to XXX crore. ebitda 🔼 XX% yoy to XX crore strong operating leverage. pat 🔼 XX% yoy to XX crore. cash flow from operations 💰 XXX crore vs XX crore yoy excellent cash conversion. 🟢 BUSINESS MOMENTUM strong traction in advanced pharmaceutical intermediates and specialty chemicals. continued demand from global pharma &"  
[X Link](https://x.com/Tvaasu1/status/1979150812023788023) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T11:41Z XXX followers, XX engagements


"🔷 KEY INVESTMENT INSIGHTS 🟢 Strong quarterly turnaround profitability and margins rebounded sharply after weak Q1. 🟢 International business scaling fast indicating rising global competitiveness. 🟢 Defence manufacturing entry could significantly expand total addressable market from FY27 onward. 🟢 Export-led growth to enhance EBITDA margins and cash generation in coming quarters. 🟢 Margin expansion to XXXX% demonstrates high operating leverage and efficient cost control. 🟢 The stock could see valuation re-rating if export and defence momentum sustain. 🔴 Near-term risk: Domestic telecom"  
[X Link](https://x.com/Tvaasu1/status/1979232663576941044) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T17:06Z XXX followers, XX engagements


"US nears tariff relief for auto industry after lobbying push (great news)"  
[X Link](https://x.com/Tvaasu1/status/1979239109328801894) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T17:32Z XXX followers, XX engagements


"IRCON INTERNATIONAL LTD LOA RECEIVED IRCON has secured a Letter of Award (LOA) from Petronet LNG Ltd for civil structural & UG works including piling for the PDH-PP Plant with Ethane & Propane Storage & Handling Facilities in Dahej Gujarat. Contract Value: XXXXXX Cr (excl. XX% GST) Timeline: XX months Nature of Work: Civil structural & UG works PART-A of PDH-PP Plant Project Type: Domestic Awarded by Petronet LNG Ltd"  
[X Link](https://x.com/Tvaasu1/status/1979447519869571574) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T07:20Z XXX followers, XX engagements


"🟢 DIXON TECHNOLOGIES ACQUIRES XX% STAKE IN Q TECH INDIA Total Investment: XXXXXX crore for acquiring XXXX crore equity shares of Q Tech India. Transaction Structure: Share Purchase: XXXX crore shares for XXXXXX crore Share Subscription: XXXXX lakh shares for XXX crore Final Shareholding Post-Deal: Dixon Technologies XX% Q Tech Singapore XX% Strategic Impact: Strengthens vertical integration in electronics manufacturing. Enhances production capacity and access to global technology. Positions Dixon strongly in the high-end camera module and components segment"  
[X Link](https://x.com/Tvaasu1/status/1972589245551260048) [@Tvaasu1](/creator/x/Tvaasu1) 2025-09-29T09:08Z XXX followers, XXX engagements


"🔷 JPMORGAN ON DIXON TECHNOLOGIES BUY THE DIP CALL 🟢 rating: overweight (ow) target price: 19500 🟢 stock down XX% in last X sessions vs nifty -X% no fundamental reason 🟢 jpmorgan: buy the dip dixon seen as a high-quality earnings compounder for next X years 🔷 GROWTH DRIVERS 🔹 mobiles business (fy2527e) to lead near-term growth 🔹 post-fy27: expansion in refrigerators washing machines it hardware telecom lighting 🔹 component manufacturing (hkc jv q tech india acquisition chongqing yuhai jv) ebitda upside not fully priced in 🔷 CATALYSTS (NEXT X MONTHS) X govt approval for hkc joint"  
[X Link](https://x.com/Tvaasu1/status/1973258226071380318) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-01T05:26Z XXX followers, XX engagements


"💖 TILAKNAGAR INDUSTRIES LTD ACQUISITION UPDATE 💖 💖 📌 Acquisition Subject: Tilaknagar Industries is acquiring the Business Undertaking of Pernod Ricard India Pvt Ltd. 💖 📌 Business Details: The acquisition covers production bottling marketing and sale of alcoholic & other beverages under the Imperial Blue Brands. 💖 📌 Previous Intimation: Board approval for this acquisition was shared on July XX 2025. 💖 📌 Condition Precedent: Acquisition required Competition Commission of India (CCI) approval. 💖 📌 CCI Approval Granted: CCI has approved the proposed combination. 💖 📌 Date of CCI"  
[X Link](https://x.com/Tvaasu1/status/1975919467554312239) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-08T13:41Z XXX followers, XXX engagements


"🟢 SBI EQUITY HYBRID FUND SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 Oberoi Realty Ltd: new entry with XXXX% holding as of September 2025. 💼 reflects fresh exposure to the premium real estate sector signaling confidence in urban housing demand and strong balance-sheet developers like Oberoi Realty"  
[X Link](https://x.com/Tvaasu1/status/1978313784830615869) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:15Z XXX followers, XXX engagements


"🟢🔴 LIFE INSURANCE CORPORATION OF INDIA SHAREHOLDING UPDATE (SEP 2025 QUARTER) 🟢 Colgate-Palmolive (India) Ltd: increased holding from XXXX% 3.81%. 🟢 Bata India Ltd: holding unchanged at 10.32%. 🟢 Bank of Maharashtra: holding unchanged at 7.10%. 🟢 Aurobindo Pharma Ltd: increased holding from XXXX% 2.91%. 🟢 Southern Gas Ltd: holding unchanged at 6.67%. 🟢 Shalimar Wires Industries Ltd: holding unchanged at 1.41%. 🟢 Punjab & Sind Bank: holding unchanged at 1.33%. 🔴 NBCC (India) Ltd: reduced holding from XXXX% 4.65%. 🟢 Monind Ltd: holding unchanged at 1.08%. 🟢 MOIL Ltd: holding"  
[X Link](https://x.com/Tvaasu1/status/1978318089742913886) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-15T04:32Z XXX followers, XXX engagements


"🟩 LIFE INSURANCE CORPORATION OF INDIA (LIC) SHAREHOLDING UPDATE (SEP 2025) 🟩 ZYDUS LIFESCIENCES LTD XXXX% (Jun 2025) XXXX% (Sep 2025) increased stake strong accumulation. 🔴 UPL LTD XXXX% (Jun 2025) XXXX% (Sep 2025) trimmed holding slightly. 🟩 TORRENT POWER LTD XXXX% (Jun 2025) XXXX% (Sep 2025) added shares bullish stance maintained. 🔴 SUZLON ENERGY LTD XXXX% (Jun 2025) % (Sep 2025) exited major shareholders list (holding below 1%). 🟩 REC LTD XXXX% (Jun 2025) XXXX% (Sep 2025) notable increase accumulation visible. 🔴 NAVIN FLUORINE INTERNATIONAL LTD XXXX% (Jul 2025) XXXX% (Sep 2025)"  
[X Link](https://x.com/Tvaasu1/status/1978842464153981382) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-16T15:16Z XXX followers, XX engagements


"🔷 EMERALD FINANCE LTD KEY CAUTIONS AND INSIGHTS FOR INVESTORS (FY202425 REVIEW) Based on disclosures from the FY25 Annual Report CRISIL credit rating and public announcements Emerald Finance Ltd (an NBFC focusing on MSME lending and early wage access) shows no evidence of fraud or legal disputes but several operational and governance risks demand investor caution. 🔷 X CORPORATE GOVERNANCE & BOARD STABILITY 🟢 Positive: The company complies with SEBI LODR norms XX% of board members are independent directors. Two new qualified Independent Directors (CAs) Mr. Manjeet Kaushik and Mr. Akshay"  
[X Link](https://x.com/Tvaasu1/status/1979048426663735746) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T04:54Z XXX followers, XXX engagements


"DIXON TECHNOLOGIES 🔌 Q2 FY26 ESTIMATES VS ACTUAL : 14885 Cr vs Est 14434 Cr ✅ Beat : XXXXX Cr vs Est XXX Cr ✅ Beat : XXX% vs Est XXX% ➖ Met"  
[X Link](https://x.com/Tvaasu1/status/1979171413299724444) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T13:03Z XXX followers, XX engagements


"🔷 INDIAN SOLAR MAJORS REWORK STRATEGY FOR U.S. MARKET AFTER XX% TRUMP TARIFFS 🟢 Indian solar exporters recalibrate supply chains to maintain U.S. business momentum. 🔴 U.S. imposes XX% tariffs on Indian exports (effective Aug 27) impacting module shipments. 🟢 Vikram Solar to source solar cells from low-duty nations to support its XX% U.S. order book. 🟢 Waaree Energies to use non-Indian and China-free cell sourcing to bypass higher levies. 🔴 Reports of U.S. probe dismissed by Waaree; company maintains all exports are fully compliant. 🟢 Both firms express confidence that U.S. project"  
[X Link](https://x.com/Tvaasu1/status/1979234091469054305) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-17T17:12Z XXX followers, XXX engagements


"Dixon Tech ; Dixon Completes JV Closing with Inventec for Notebook & Server Manufacturing Holds XX% Stake 🤝 JV Finalized: Dixon Technologies & Taiwans Inventec Corporation complete JV closing for manufacturing notebooks desktops and servers in India. 💰 Investment: Dixon invested XXXXX Cr Inventec XXXXX Cr; together forming Dixon IT Devices Pvt. Ltd. 📊 Ownership: Dixon now holds XX% Inventec XX% of the JVs paid-up share capital. 🏭 Strategic Expansion: Strengthens Dixons entry into high-value IT hardware & laptop/server manufacturing aligns with PLI & Make in India vision. 🌏 Global"  
[X Link](https://x.com/Tvaasu1/status/1979447896090251654) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T07:22Z XXX followers, XXX engagements


"PDS LTD : INCORPORATES DESIGN COE USA INC IN DELAWARE PDS Ltd announced the incorporation of Design COE USA Inc in Delaware USA through its step-down wholly owned subsidiary PDS Far East USA Inc effective Oct XX 2025.  Design COE USA Inc will function as a design-led sourcing organization catering to the US market. Subscription cost: Approx 8795.09 (USD 100) 💰 Ownership: PDS Ltd holds XXX% control"  
[X Link](https://x.com/Tvaasu1/status/1979469881327427650) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T08:49Z XXX followers, XX engagements


"🔷 GOVERNMENT OF SINGAPORE SHAREHOLDING UPDATE BHARAT PETROLEUM CORPORATION LTD Jun 2025: XXXX% Sep 2025: 🔴 decreased / exited GODREJ PROPERTIES LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased PG ELECTROPLAST LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 slightly decreased ACUTAAS CHEMICALS LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased SONA BLW PRECISION FORGINGS LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased KALYAN JEWELLERS INDIA LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased CRAFTSMAN AUTOMATION LTD Jun 2025: XXXX% Sep 2025: XXXX% ➖ no change MRS BECTORS FOOD SPECIALITIES LTD Jun 2025:"  
[X Link](https://x.com/Tvaasu1/status/1979475996559671456) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T09:13Z XXX followers, XX engagements


"🔷 NIPPON LIFE INDIA TRUSTEE LTD NIPPON INDIA SMALL CAP FUND SHAREHOLDING UPDATE CENTRAL DEPOSITORY SERVICES (INDIA) LTD Jun 2025: XXXX% Sep 2025: 🔴 exited / decreased SEAMEC LTD Jun 2025: XXXX% Sep 2025: XXXX% ➖ no change BAJEL PROJECTS LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased CREDO BRANDS MARKETING LTD Jun 2025: XXXX% Sep 2025: XXXX% 🔴 decreased KFIN TECHNOLOGIES LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased INOX WIND LTD Aug 2025: XXXX% Sep 2025: XXXX% 🔴 decreased ASTRA MICROWAVE PRODUCTS LTD Jun 2025: XXXX% Sep 2025: XXXX% ➖ no change"  
[X Link](https://x.com/Tvaasu1/status/1979490456489894327) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T10:11Z XXX followers, XX engagements


"🔷 MOTILAL OSWAL MIDCAP FUND SHAREHOLDING UPDATE KALYAN JEWELLERS INDIA LTD Jun 2025: XXXX% Sep 2025: XXXX% 🟢 increased"  
[X Link](https://x.com/Tvaasu1/status/1979491129541448066) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T10:13Z XXX followers, XX engagements


"🔷 ICICI BANK Q2 FY26 RESULTS HIGHLIGHTS 🟢 ADVANCES GROW XXXX% YOY (14.08 LAKH CR) Retail loans form XXXX% of total portfolio up XXX% YoY. Business banking sees robust growth +24.8% YoY +6.5% QoQ. 🔴 Rural portfolio dips -XXX% YoY up XXX% QoQ. 🟢 Domestic corporate loans rise +3.5% YoY +1% QoQ. 💰 DEPOSITS GROW X% YOY (16.13 LAKH CR) Average deposits at XXXXX lakh crore up +9.1% YoY +1.6% QoQ. Current account deposits +12.6% YoY savings +8.5% YoY. 🟢 Added XXX branches in H1 FY26; total 7246 branches & 10610 ATMs. 📊 PERFORMANCE VS EXPECTATIONS 🔴 Loan growth (10.3%) below street"  
[X Link](https://x.com/Tvaasu1/status/1979523787570942136) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T12:23Z XXX followers, XXX engagements


"NewsFlash India's trade delegation on its way back from the US teams engaging positively. Progress made in all discussions no major differences between both the sides"  
[X Link](https://x.com/Tvaasu1/status/1979524445875433926) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-18T12:26Z XXX followers, XX engagements


"🟢 BENGAL FINANCE AND INVESTMENT PRIVATE LIMITED SHAREHOLDING UPDATE 🟢 Balu Forge Industries Ltd Holding steady at XXXX% (Jun 2025 Sep 2025) ✅"  
[X Link](https://x.com/Tvaasu1/status/1979726034733023317) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-19T01:47Z XXX followers, XX engagements


"🟢 NIPPON LIFE INDIA TRUSTEE LTD NIPPON INDIA SMALL CAP FUND SHAREHOLDING UPDATE 🔴 Bayer CropScience Ltd Reduced from XXXX% XXXX% 🔻 ⚪ Indoco Remedies Ltd Holding steady at XXXX% ⚪ ⚪ West Coast Paper Mills Ltd Holding steady at XXXX% ⚪ 🟢 Vardhman Textiles Ltd Increased from XXXX% XXXX% ✅ ⚪ Texmaco Rail & Engineering Ltd Holding steady at XXXX% ⚪"  
[X Link](https://x.com/Tvaasu1/status/1979726710070493513) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-19T01:50Z XXX followers, XX engagements


"INDIAS FESTIVE AND WEDDING SEASON TURNOVER SET TO SURPASS X TRILLION IN 2025 ONE OF THE BIGGEST SPENDING SPREES IN YEARS AMID RECENT GST CUTS"  
[X Link](https://x.com/Tvaasu1/status/1979739669253550137) [@Tvaasu1](/creator/x/Tvaasu1) 2025-10-19T02:41Z XXX followers, XX engagements