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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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My recommended picks gained even when the Sensex tanked...

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Recommended picks shines as Sensex Tanks: My recommended picks gained even when the sensex tanked by more than 380 points. I had recommended: Chandra Prabhu International Ltd-->gained by 9% to Rs.7.75[Coal, Synthetic rubber, bio-technology, bio-diesel and other chemicals] ahead of results and Australian deal. Morgan Ventures Ltd-->Gained by 2.75 % to Rs.24.25 [Wind power, Forging factory sales and real estate purchases, i.e. investment in lands, whose value has more than tripled due to real estate boom] Coral Finance & Housing Ltd---->Gained 2.97% to Rs.17.35 [Ayurvedic Hospital, Real estate play and finance. Number of real estate projects going up in and around Bombay] Even Monnet Ispat Ltd fell by a mere 2.52 % to Rs.172, even in such a huge fall of the Sensex. Soma Textiles and Industries Ltd remained flat at around Rs.26.55, indicating that it has huge support around Rs.26--Rs.27 range. This is a great stock to be accumulated at this price as the company has completed expansion, came out with decent set of numbers in FY-06-07, modernised Baramati plant, getting cheap electricity from MSEB etc. Rolta Ltd and GDH went down after partial profit booking was advised in the counter. All these shares can be accumulated on every dip as all these have a good story to tell. Dhoot Industrial Finance Ltd also remained flat at around Rs.18.10. The company like Morgan Ventures and Suzlon has installed wind farms. It is a great bet as the energy crisis will be a major problem going ahead. For the FY-06-07, it came out with scintillating results. It can be accumulated at this price. Visaka Industries Ltd [recommended at Rs.110. It is a Cement, Textile and Asbestor player], rose by more than 5% to Rs.126 before settling at Rs.117.9. The company had earlier, approved the merger of M/s Shakthi Roofings Pvt Ltd, with the Company effective from April 01, 2006. It is on a great growth trajectory. More in the following mails, Best wishes, Suman Mukherjee India. http://sumanspeaks.blogspot.com/ http://finance.groups.yahoo.com/group/SumanSpeaks/

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