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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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Mid-day Analysis:
HLL Comes up with wonderful results. Keep holding the stock at Rs.232.80 for some wonderful gains. Please refrain from adding more at this price. RBI Increases Reverse Repo rates and hence exit all the banking counters as banks might have some pressure on the profitability. But most of the banks hardly borrow from RBI. So I can say this step will chanllenge the efficiency of banks as how they manage their capital. DCM Shriram Consolidated Ltd has gone past the recommended price. Those who are averse to risk can take their own decisions whether to stay put or exit. I am holding some shares of the company .... Stovec Industries Ltd is still above Rs.113, which is good. Keep holding and add on declines. Chandra Prabhu International Ltd is having a AGM today, keep watch on the counter. Coral Finance and Housing Ltd. is coming up with results tomorrow. Keep watch. More on the following mails....... Best wishes, Suman Mukherjee India. www.eindiabrokers.com www.bcozindia.com www.sumanspeaks.blogspot.com

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