Opportunities need to be spotted
End of the day Many companies which CNI have found at very early have crossed 2000 3000 4000 13000 18000 crs market cap in course of time. We have seen this in CERA, VIP, Himadri, Shivalik, Raymonds, Ravindra Energy, Stylam, Selan, Wimplast, Safari, IPCL, Mega Soft , LMW, Walchandnagar , SNL Bearing, Kilburn Engg and many more which I do not even remember as I am not fond of making excel for marketing purpose. I am producing the list of 25 companies mostly not covered by us which have IBITDA... Read More
Posted On Sep-05,2026 / Categories : Chakry Comments
Time to depart in IFCI after sharp run up on NSE value
End of the day Since lot of action has happened in IFCI where even CNI had a buy call at Rs 70 and exit at 98 let us see whether it requires us to stay invested? Our view is to switch to stock like NMDC as NSE value addition is not that attractive for IFCI. IFCI Ltd — Investments in Other Companies & Sum-of-the-Parts Valuation Note This is factual/analytical information, not investment advice or a buy/sell recommendation. IFCI is a government-owned... Read More
Posted On Sep-04,2026 / Categories : Chakry Comments
Offshore Starts shining
End of the day First reaction was seen to SAMUDRA Matnhan as SELAN another CNI find hit 20% cct to reach Rs 980 and now on the way to go to Rs 2500. Offshore Support Vessel Shortage, Samudra Manthan, and ONGC's Production Ramp-Up The OSV crunch beneath India's offshore ambitions Looking at current market scenario and stock prices many have created self-doubts on this sector and hence not showing any interest. Just wait for next 3 quarters to see the dark horse running. ... Read More
Posted On Sep-03,2026 / Categories : Chakry Comments
Recognition is important
End of the day We kept selling VIPUL Organics at every rise and NS kept buying till 309 though price is now 270 but what has changed is that co called analyst meet on 7th Sept as per BSE filing and I was told 12 big INSTI brokers are attending with MEMBRANE story at central point being the only co in India. Now stock once cross 309 will evolve institutional buying and could become next MEGA SOFT and you will cry for sure. Heard though not sure following brokers are attending: 360 ONE... Read More
Posted On Sep-02,2026 / Categories : Chakry Comments
Does El Nino affect India growth
End of the day CNI issued report on GIC Re yesterday at Rs 355 let us what could be the price in next 30 days. This is a large cap best insurance co trading at 7 PE as against industry peers at 80 to 90. If Insurance sector is desirable for investment then there is no better stock than GIC. Kalyani steel is under massive accumulation from big fund houses. Rs 983 remains resistance. This will be unforgettable story of TITANIUM castings like PTC which is now trading at 30000 crs... Read More
Posted On Sep-01,2026 / Categories : Chakry Comments
Why stocks Run .....
End of the day This is Monday Chakry and shared for your quick reference and preparing strategy. Nifty has to rally come what it may and the only reason for underperformance is fact that FPI are selling and converting secondary sells to IPO and JIO has got approval for 37000 crs IPO which is huge. Institutions will subscribe and if retail has to subscribe then the sentiment has to change by and large. What is new happening in BHEL: Nuclear power equipment’s?... Read More
Posted On Aug-29,2026 / Categories : Chakry Comments
SAIL goes in Ban but read out note soon
End of the day On Wed metals blasted and on Thursday Metals corrected and hence we will share with you soon a detailed note on SAIL how it is undervalued to the extent of 72%. Market is still not catching rhythm in Nifty and large caps where FPI are keeping investors guessing. But some stocks like BHEL they have increased exposure by 2% and BHEL has become new darling of stock market. Well, volatility continues but the direction is up. We need to see it crossing Rs 447 then the doors of 650... Read More
Posted On Aug-28,2026 / Categories : Chakry Comments
Many stocks moving
End of the day As discussed we shared a detailed information thesis of Vipul Organics where plant wise capacities have been discussed which is generated from CNI finsight. What is not discussed is the probable event of acquisition of Denmark assets which is still not in the public domain and I am eagerly waiting to hear from the management. My information was source based and I may be wrong. Pattern is same which we see in every stock where NS invest. Volatility and then buy in zoom fashion.... Read More
Posted On Aug-27,2026 / Categories : Chakry Comments
Select stocks are extremely bullish
End of the day SGX up 90 points to reach at 24527 which was exactly predicted by CNI team yesterday. We may see 25500 going by past experience that is 1200 points in a settlement. Pittie Engg hit 52 week high JYOTI CNC near 1000 and ready to cross 52 week high proving that select stocks are bullish trajectory leaving frontline stocks behind us. PayTm touched Rs 1700 and we had given at Rs 380. Well 2 prominent personalities seen in the shareholding are Akash Bhansali and Axis... Read More
Posted On Aug-26,2026 / Categories : Chakry Comments
Micro caps Best
End of the day Today is expiry and I have nothing to add except metals will be the month Sept. How multi baggers are identified? Early identification is the only criteria which fulfill the long term vision of the stock based on current developments which is not reflected in the price as on date. Swiss Military Consumers Products Ltd I had shared with Swiss MILITARY PPT said in a summary form. Now I am trying to take some material from the webiste which may help investors... Read More
Posted On Aug-25,2026 / Categories : Chakry Comments
Q1 beats street
End of the day Monday Chakry for your consideration. Expiry wows will continue in F and O stocks eg TAMO was hammered even though prices have rose by 25% which is positive. Hammering is for eating call and put premium. Once done stock rebounds. We are close to expiry with FPI short to the extent of 2.20 lac contracts. In last month they had reached the peak of 2.50 lac and decided to cut 1 lac short and nifty swiftly rallied to 24500 from 23700, all other factors... Read More
Posted On Aug-22,2026 / Categories : Chakry Comments
Micro caps becoming active Swiss and Subex
End of the day Next 3 sessions will be for rollovers hence nothing can be expected from Nifty movement. CLSA highlighted growth opportunities in Indian steel stocks due to rising rebar (long product) prices, a seasonal rebound in Chinese demand, and expectations that Chinese exports have peaked as China focuses on curbing excess capacity. Expectations that China will taper down exports as it curtails excess production. Indian local steel demand remains strong even though the industry... Read More
Posted On Aug-21,2026 / Categories : Chakry Comments
Light Alloy is really Hot
End of the day Investment Precision closed at 1319 and this was the first bet of CNI in titanium castings even though co has not yet officially announced. Market cap reached to 1300 crs now and it is just the beginning. No one was even talking about this co even after NS had acquired 11% stake. Well, retail always work like retail and never create wealth. PTC Industries we missed as it ran very fast and only few made big in this stock which issued rights at rs10 and then stock rallied... Read More
Posted On Aug-20,2026 / Categories : Chakry Comments
Many good stocks still dearthfree
End of the day Let us see what BEMCO management writes in their A R. This is just reproduction of what I produced earlier as our memory is always short. “Main mother Industry on whom we are mainly depended on are, heavy engineering works, Aeronautics, defense, Railways, Automobile, forging, Sheet metal. Apart from these there are many global companies expanding their manufacturing facilities. There is upward trend in the business year by year for past couple of... Read More
Posted On Aug-19,2026 / Categories : Chakry Comments
Small caps are better placed
End of the day Results are many times manipulated so that investors should sell the stocks. Investment Precision is mainly a component co and only 6% exposure as of now is to defense and stock is already crossed 1200 crs MC. I am looking at forging sector and more particularly companies in auto, railway, defense and civil aviation which is a future of India due to rising defense exports. India exported 40000 crs defense equipment’s and all set to cross 1 lac crs very... Read More
Posted On Aug-18,2026 / Categories : Chakry Comments
CNI Universe posted good results
End of the day Happy Independence Day to every CNI member. This is Monday Chakry. Nothing on Nifty as expiry is coming on 25th hence volatility will be there but buying dips can give opportunity to trades. PM mentioned next generation reforms on agenda so good that FPI are short and we are getting opportunity. At this juncture we are so frustrated that we do not want see what is tax collections, what is GST, what is GDP growth and so on hence the only thing which rotate in the mind of... Read More
Posted On Aug-15,2026 / Categories : Chakry Comments
Use corrections due to TTT for buying
End of the day Investment Precision announced good results and stock hit upper cct with volumes over 20000 shares even in trade to trade and market cap crossed 1200 crs. Lahoti reported 3.3 crs PAT and equity is Rs 6 crs and market cap is just Rs 123 crs. Now consider IPCL PAT is 5 crs and equity is Rs 10 crs and market cap is... Read More
Posted On Aug-14,2026 / Categories : Chakry Comments
Small is always beautiful but patience is required
End of the day TD Power though under not our coverage hit 20% upper cct as results were extra ordinary. Tata stocks fell on N Chandra news but fact remains he was and is the architect of the TATA Gr and I had opportunity to work with him when he was TCS MD. Large caps and micro caps have some difference. In large caps Funds have more say rather operator and in micro caps operators rather than funds as funds do not exit. Contra seen on MDR PAYTM rose 25% from... Read More
Posted On Aug-13,2026 / Categories : Chakry Comments
Next 2 months may stay tough and volatile................
End of the day Nifty continues to stay nervous as we are witnessing a complete dull show on street. SBI is looking strong . Next leg of rally will definitely be led by banking stock. Indian banking stock are quite cheap against the peer world companies and our entire banking system is super strong so we will soon see pe expansion in this sector. HCC has corrected. Can make position. Nuclear story intact. MK exim promoters are silently increasing stake in the company. Need to keep close look... Read More
Posted On Aug-12,2026 / Categories : Chakry Comments
Action in hidden gems.............
End of the day Market is currently in a stagnant zone where nothing is much happening. Major action is happening stock specific. People who are just seeing the nifty have nothing to win but we need to dig deeper and find ideas which are performing. We had said about unimech it’s a aerospace company which is performing well on street or investment precision which has doubled this year and many more. So deep research is particular essential. SBI surprised the street with superb result.... Read More
Posted On Aug-11,2026 / Categories : Chakry Comments
Small is always Beautiful
End of the day This is Monday Chakry with clear observation that Dow closed above 54000 and Nifty is in bullish trajectory where ifs and but will persist but once cross 25000 all ifs and buts will go. What we think never happens as the trend is clear. When retail enters operators never run the stock unless a specific trigger comes where he is left with no option. Else he will use the technique of selling 100 200 shares every 10 minutes and bring down the prices knowing well RETAIL does not... Read More
Posted On Aug-08,2026 / Categories : Chakry Comments
FINTECH in new MODE post MDR
End of the day Yesterday I have shared 18 trading ideas which may go up and may fall as this depend on operator’s desire. Many of them could be overvalued on fundamentals but bullish on charts hence shared as you always have concern with limited ideas which are safe and you are not happy as I learnt. These are only for risk takers and not for capital protectors. Engineering particularly connected with defense and railways appear in this list and standard feature... Read More
Posted On Aug-07,2026 / Categories : Chakry Comments
A gr and Midcaps stocks of flavor : not recommendations
End of the day After Investment Precision, I am looking at forging sector and more particularly companies in auto, railway, defense and civil aviation which is a future of India due to rising defense exports. India exported 40000 crs defense equipment’s and all set to cross 1 lac crs very soon. Major Indian forging companies kicked off fiscal year 2027 (Q1 FY27, ending June 2026) with strong financial results,... Read More
Posted On Aug-06,2026 / Categories : Chakry Comments
Rally continues
End of the day Again nifty 200 points in auction time creating massive spike. Is it good for the market? And answer is no. Why? Because if they can do it for 200 up they can do it 300 down also whenever they want and this is a dangerous sign for the F and O traders and particularly options traders. Nifty closed at 24614 and in futures it was 24552. Now SGX 200 up as Dow crossed 54000 and OIL tanked to 79$. Those who trade in F and O positionally must now devise... Read More
Posted On Aug-05,2026 / Categories : Chakry Comments
Only micro caps can give super returns Must hold for event
End of the day 15 minutes curtained from F and O cash stocks and 10 minutes extension for F and O starting today will have bearing only if some announcement come after 3.15 in these F and O stocks. Else for retail investors there is no impact. Why did NIFTY suddenly jump ~200 points in the last minute? From yesterday: Cash market for F&O stocks effectively moves into a Closing Auction Session (3:15–3:35 PM). The closing price of F&O stocks is now determined by an auction,... Read More
Posted On Aug-04,2026 / Categories : Chakry Comments
Samudra Manthan : A blessing in Disguise
End of the day Monday Chakry posted for you and it is only on one industry MARITIME .... From 23800 we have already reached 24400 and on our way to cross 25000 even when no respite is seen in WAR. OIL is going nowhere. India need to step up 5x oil production and Govt has announced 80000 crs support to this sector. In fact Cabinet approves Rs 84,000-cr deep-sea oil & gas exploration scheme to boost domestic production. See the link below and decide how this segment is... Read More
Posted On Aug-01,2026 / Categories : Chakry Comments
Conviction is very difficult and wrong conviction is the most easy
End of the day Nifty closed at 24362 and march is on even when global cues are bad. SGX up 70 now. Dow Nasdaq fired and Nifty is filing all cylinder and post end of earning season festive season will start kicking consumption. MACPOWER and JYOTI CNC were our new calls and I know investors will have enough money to buy these stocks. Jost Engg also posted superb results and so the Exide. Pittie Engg should also report good results. Ashok Leyland also should report good set of... Read More
Posted On Jul-31,2026 / Categories : Chakry Comments
Small is always Beautiful
End of the day Nifty closed above 24300 and heading for 24700 25000 in Aug with war or without war. Read YMV on Q1 numbers FY 27 numbers and FY 28 numbers and Nifty targets. IF you take me lightly I have no objection and happy that you take me lightly. CNI has issued a report with 42000 target. SGX was down just 7 points yesterday even though Dow fell 1100 points but today morning as usual SGX was manipulated and made 100 down though this will not affect the trend as FPI have bought... Read More
Posted On Jul-30,2026 / Categories : Chakry Comments
3 rights STOCK PRICE and TIMINGS makes great success
End of the day Why no options and why no F and O FPI are not going to leave India and their selling is only for distortion before buying. They earn more than 50000 crs only in options every settlement which is close to 1% of their AUM. 12% returns only in options could be the highest in the world. In yesterday expiry 24000 July call saw volume of 262 crs. Wed price was at 76 and this started falling from 500 and on Wed the OI was 6.6 cr calls. Weighted average of 262 cr calls was Rs 22 means... Read More
Posted On Jul-29,2026 / Categories : Chakry Comments
3 rights STOCK PRICE and TIMINGS makes great success
End of the day Why no options and why no F and O FPI are not going to leave India and their selling is only for distortion before buying. They earn more than 50000 crs only in options every settlement which is close to 1% of their AUM. 12% returns only in options could be the highest in the world. In yesterday expiry 24000 July call saw volume of 262 crs. Wed price was at 76 and this started falling from 500 and on Wed the OI was 6.6 cr calls. Weighted average of 262 cr calls was Rs 22 means... Read More
Posted On Jul-29,2026 / Categories : Chakry Comments