By -
Image
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...
Post a Comment
By -
Tit - bits
While writing this report, the BSE Sensex is seen at 38,886.49 up 87.41 points (+0.23%), while the NSE is trading at 11,480.40 up 13.95 points (+0.12%). The Nifty is get resistance at 11570/11580 rages. Hence, try to lighten your positions, on the buy side of the fence. 

#The shares of V2 Retail (Rs.58.50) reached my 1st target of Rs.62. You should book profits and hold the rest with a SL of Rs.57.50.

#The scrip of GAIL (Rs.100) is consolidating around Rs.99/103, ranges. This is a sure shot counter and hence you should accumulate it in every market decline. Next month could give us some positive effects on the share price. 

#Buy the shares of Future Supply Chain Solutions Ltd (FSC | 540798 | INE935Q01015) near the CMP of Rs.148, for short term targets of Rs.181/207. SL: Rs.141.
Mumbai based, Future Supply Chain came up with an IPO in December, 2017. Future Supply Chain Solutions Limited is one of the leading 3rd Party logistic service provider in India. Yesterday, the Business Standard came out with the following news:

The Future group was planning to sell its stake in two insurance arms but was unable to do so within the deadline.

As the group’s cash flow dried up and it started defaulting, the lenders, who have the entire promoter stake pledged with them, began negotiating the sale of Future’s retail businesses to RIL.

According to the plan, which is in the works, three Future group companies -- Future Lifestyle, Future Supply Chain Solutions, and Future Retail -- will be merged into Future Enterprises. Once it is over, RIL may invest Rs 8,500 crore in the merged entity, taking a 50 per cent stake in the merged outfit.

A source on Monday said Future vendors had been asked by RIL to take a haircut of 20 per cent on their pending dues. Lenders to Future Group are also being asked to take a haircut of up to 40%.

Comments

Post a Comment

Popular posts from this blog

By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
Turnaround Play? 3i Infotech Bets on ₹100-Crore Rights Issue to Power Growth. ~Sumon Mukhopadhyay. ------------------------------------ Introduction: Founded in 1993 and headquartered in Mumbai , 3i Infotech Limited is a global IT services provider with over three decades of expertise in digital transformation.  With a workforce exceeding 4,300 professionals and a client base spanning India, North America, the Middle East & Africa (MEA), and Asia-Pacific (APAC) , the company operates across three strategic verticals:  🔹Infrastructure Services (cloud and cybersecurity), 🔹 Application-Automation-Analytics , and  🔹 Business Process Services . In FY25 , 3i Infotech posted consolidated revenues of ₹725.75 crore (India: ₹335.80 crore; US: ₹287.34 crore; MEA: ₹74.98 crore; APAC: ₹27.63 crore) and achieved a net profit of ₹25.3 crore , marking a significant turnaround from a ₹313.6 crore loss in FY24 .  To reinforce this recovery, the company has proposed a ...
Read more
By -
WINNING STROKES: THINK DIFFERENT: Please STOP investing in companies by simply looking at their past quarterly/annual results. More quickly you do away with this BAD habit, the better it will be for your investment philosophy. Please remember a debt free company (zero liability) which is closed, has tremendous value, unlike what an Old Analyst from Bombay is trying to make us understand. How will the markets behave today?? This portion only to the Paid Groups.... My Mom (mother) is seriously ill (who is suffering from Cancer) and hence the services to the Free and Paid Groups might be affected in the days to come... Galada Power and Telecom Ltd, which was recommended yesterday to the Paid Group through an SMS and then to the Free Group, hit the upper circuits. The company has 4 acres of land in Uppal , whose current market price is around Rs.24--Rs.28 Cr. However, what is the latest development in the company?? This portion only for the Paid Groups. Sanguine Media Services Ltd hit ...
Read more