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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
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Today's Calls
1. Buy Reliance Power at Rs.45.80,T:  Rs.49-51, SL: Rs.45. Reliance Power Ltd's net profit in
the December quarter rose 14.4% as its plants performed better.
The Anil Ambani-led power producer reported a consolidated net profit of Rs.275.70 crore, against Rs.241.06 crore a year ago. Net sales rose 14.2% to Rs.2,456.31 crore in the quarter from Rs.2,150.49 crore a year earlier. Moreover, the future of other power companies such as Torrent Power (Rs.205.30) and Adani Power (Rs.37.55) also looks bright; though the share price of these two power companies at their CMPs looks fairly valued -- therefore the best bet at this point of time is invariably Reliance Power Ltd.

2. Those who are holding Punj Lloyd Ltd (Rs.21.60), can continue to hold with a SL at Rs.20.50. The construction and power stocks will be a major beneficiary, as the economy picks up steam, post demonetisation.

3. Those who are holding 63 Moons Technologies Ltd (Financial Technology) from Rd.81.70 can average the scrip, but should keep a SL of Rs.76, for any short term.trade. CMP: Rs
81.50.

4. Those who are holding the shares of Reliance Communicatioms Ltd ((Rs.37.10), can continue to hold the same and add in all declines. This stock will make millionaires out of patient investors.

5. Buy Kolte Patil Developers Ltd at Rs.101.50, T: Rs.115. SL: Rs.96. According to.the analysts the company is likely to gain from the Budget proposal, to accord infrastructure status to affordable housing.
Pune-based realty developerKolte-Patil Developers has reported 30% on-year rise in net profit at Rs 18 crore for the quarter ended December. Revenue for the quarter rose 27% to Rs 226.4 crore, the company said in its earnings release. 
During the quarter, the company reported new sales bookings of 0.32 million sq ft against 0.52 million sq ft a year ago and 0.57 million sq ft in the previous quarter. The value of area sold during the quarter stood at Rs 195 crore as against Rs 304 crore a year ago and Rs 329 crore in the preceding quarter.

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