Manoj Gupta @manojgupta1979
Senior Finance Professional I IIM A I Microcap Investor I Long Term Investor I Sharing Data/ Personal Views not recommendation | Not Sebi Registered Mumbai, India Joined July 2010-
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Polymatech India first global semiconductor company. Make in India Make for World. #Polymatech
Polymatech India first global semiconductor company. Make in India Make for World. #Polymatech
š GST Council 56th Meeting ā Sector & Stock Beneficiaries 1ļøā£ Food & Dairy (UHT milk, Paneer, Cheese, Ghee ā GST cut to 0ā5%) š„ SME: Dodla Dairy, Milkfood Ltd, Vadilal Industries. š„ Non-SME: Heritage Foods, Parag Milk Foods, Hatsun Agro, NestlĆ© India, Britannia Industries,ā¦
š” The Government of India has rolled out the Next-Gen GST Reform, a landmark move to make taxation simpler, fairer, and growth-oriented. ā Key Highlights for Investors: š Daily Essentials ā GST slashed (18%ā”ļø5%, 12%ā”ļø5%), boosting FMCG & retail demand. š Agriculture ā Inputsā¦
šš®š³ Historic Day for India! PM Modi inaugurates first Made-in-India semiconductor chips at #SemiconIndia2025 Delhi. From ISROās Vikram 32-bit Processor to IIT/NIT designed AI, Encryption & Analog ICs ā Indiaās silicon era begins. š Big boost for: TataSemi, Polymatech, Micron,ā¦
Semicon India 2025 ā A Trillion-Dollar Opportunity for Investors Event: PM Shri Narendra Modi Ji today will inaugurate Semicon India 2025 at Yashobhoomi, New Delhi. The event sets the stage for Indiaās emergence as a semiconductor powerhouse, bringing together global CEOs,ā¦
Semicon India 2025 ā A Trillion-Dollar Opportunity for Investors Event: PM Shri Narendra Modi Ji today will inaugurate Semicon India 2025 at Yashobhoomi, New Delhi. The event sets the stage for Indiaās emergence as a semiconductor powerhouse, bringing together global CEOs,ā¦
āSingapore-based PTW is fueling Indiaās chip revolutionāpartnering with RRP Electronics to launch the countryās first major wafer fab. Expected to generate over $1.2 billion in revenue at full capacity (with gross margins north of 60%) by March 28 in next 2 yearsāthis couldā¦
āSingapore-based PTW is fueling Indiaās chip revolutionāpartnering with RRP Electronics to launch the countryās first major wafer fab. Expected to generate over $1.2 billion in revenue at full capacity (with gross margins north of 60%) by March 28 in next 2 yearsāthis couldā¦
Stock broking and wealth management platform Groww has received the Securities and Exchange Board of Indiaās (SEBI) approval to go public, setting the stage for an IPO that could raise up to $1 billion, people familiar with the matter toldĀ Moneycontrol. The offering is expectedā¦
India's first Made-in-India chip will be produced at CG Semi's outsourced semiconductor assembly and testing (OSAT) pilot facility in Sanand, Minister for Electronics and Information Technology (MeitY) Ashwini Vaishnaw said. "This pilot line (G1 facility) will produce 0.5ā¦
Middle class dream in India: š¦ Own a house š Buy a car š Invest in SIPs š³ Pay EMIs on time But the real hidden dream ā Financial Freedom before 50 šāØ #MiddleClass #IndianDream #FinancialFreedom #WealthMindset #investing
Markets test two things: š Your patience when nothing moves. š Your discipline when everything moves. Those who pass both, build real wealth. šāØ
š Bondada Engineering (BSE:543971) is turning heads! ā ā¹5,000+ Cr Solar EPC Orderbook š BESS Breakthrough ā 100 MWh (TSGENCO) + 400 MWh (TN) š” ā¹9,000 Cr Solar IPP Project in AP (2 GW) š” Defence Entry via Bondada Dynamics Pvt Ltd š New CEO: Rear Admiral Sreenivas Ratnamā¦
š” GST 2.0 = MASSIVE RELIEF for White Goods! āļø Air Conditioners, š§ Refrigerators, šŗ Large TVs (>32ā) GST cut 28% ā 18% š ā”ļø Prices ā 8ā10% ā”ļø Demand š„ Consumption š Make-in-India ā” Key Listed Beneficiaries š š Consumer Durables Leaders #Voltas #BlueStarā¦
š ASM Technologies Ltd (ASMTEC) š Q1 FY26 Highlights Revenue: ā¹123 Cr (+134% YoY) EBITDA: ā¹26 Cr (+514% YoY) | Margin 20.9% PAT: ā¹16 Cr (+448% YoY) | EPS: ā¹10.7 š Balance Sheet Strength Equity + Reserves: ā¹165 Cr (FY25) Assets up 71% in 2 yrs to ā¹287 Cr Borrowsā¦
š¢ 18th Aug ā Super Monday for Markets! š ā GST Reforms ā Tax cuts coming ā #GSTReform ā TrumpāPutin Meet ends positive šŗšøš¤š·šŗ #Geopolitics ā FIIs record shorts ā Big short covering ahead š #StockMarket ā S&P upgrades India after 18 yrs š®š³ā #IndiaGrowth ā Trump: Noā¦
The New Income Tax Bill & GST 2.0 are welcome first steps, but much more needs to be done. Tax harassment of the poor, MSMEs, and the middle class must end ā enforcement should target big evaders, not small traders & honest taxpayers. A fair, simple, transparent tax system =ā¦
The New Income Tax Bill & GST 2.0 are welcome first steps, but much more needs to be done. Tax harassment of the poor, MSMEs, and the middle class must end ā enforcement should target big evaders, not small traders & honest taxpayers. A fair, simple, transparent tax system =ā¦
Krishnaās life teaches us patience, timing & strategy ā the same pillars of long-term investing. šŖš Like a Dahi Handi pyramid, wealth creation needs teamwork, balance & the courage to aim high. Break the pot of doubt, let compounding be your Makhan, and enjoy the sweet rewardsā¦
#GST 2.0 ā The Next Big Reform š PM hints at bringing all goods & services under GST + lower tax on essentials ā a game-changer for multiple sectors: ā One Nation, One Tax ā Simplified ā Lower compliance, faster supply chain. ā FMCG & Retail ā Cheaper essentials = higherā¦
š®š³ Happy 79th Independence Day to all my followers & investors! š®š³ From the Red Fort, PM Modi set the stage for Viksit Bharat & global leadership: š Semiconductors ā Indiaās own chips by year-end = $100B+ electronics & AI opportunity ā¢ļø Nuclear Energy ā Clean baseload power toā¦
Indiaās economy stays steady, even amid 50% tariffs. S&P affirms positive sovereign outlook and sees GDP holding at 6.5%. Onward and upward! m.economictimes.com/news/economy/iā¦ šš®š³ #India #Economy
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