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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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#As expected the scrip of National Fertilisers
Ltd (Rs.27.85) broke out of the current ranges and made an intraday high of Rs.28.40.  
Meanwhile, Vegetable inflation for December stood at 60.50% against 36% in November. If you remember, I had mentioned earlier how food inflation is positive for the fertilizer stocks.
With Food inflation shooting over the roof, I'm expecting the scrip to make a new 52 - week high. Buy on every dip. 

#Congratulations to those who invested in the scrip of Texmaco Rail and Engineering Ltd (Rs. 42.15) at around Rs.34 and then averaged when its price fell to around Rs.29. Those who have bought the scrip should book 50% of profits and hold the rest with a SL of Rs. 37.

#Today's BTST recommendations to Premium Members and to the clients of my Associate brokerage houses:
  1. Buy Praj Industries Ltd at Rs. 116; T: Rs.119 - 124; SL: Rs.111.50.
  2. Buy PFC at Rs.124.50;  T: Rs.128 - 132; SL: Rs.121.50.
#Buy the shares of Castrol India Ltd at around Rs.127 for short term targets of Rs.132/137. It is a DEBT FREE company.
The year 2019 ended on a mixed tune for the auto industry with carmakers such as Maruti Suzuki and M&M posting a growth in domestic passenger vehicle wholesales in December while players like Tata Motors, Hyundai, Honda and Toyota witnessed a decline as many manufacturers adjusted deliveries to dealers ahead of the transition to BS-VI vehicles. We can slowly, expect the growth in this sector to pick up in 2020.

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