Stocksengineer

  1️⃣ “Indian Energy Exchange: Monopoly Fears, Market Coupling Noise & Why Cash Flows Still Speak Louder Than Headlines” 2️⃣ Industry & Company Context Indian power trading industry in structural growth phase driven by energy transition, renewables integration, and short-term power markets expansion Competitive intensity rising with policy-led push for multiple exchanges, yet network effects still favor scale leaders Regulatory overhang from CERC’s proposed Day-Ahead Market coupling creating near-term volatility but not disrupting demand fundamentals Indian Energy Exchange positioned as the dominant digital power marketplace with deep liquidity, strong technology backbone, and high entry barriers 3️⃣ AI-Based Market Sentiment Overall sentiment score: Moderately positive (≈63/100) reflecting regulatory uncertainty balanced by earnings visibility Demand sentiment: Strong and improving as short-term power market share expected to rise from ~7% to >10% by FY30 M...

1️⃣ “Somany Ceramics: Early Signs of Recovery, Strong Balance Sheet Discipline, and a Measured Path to Profitable Growth (CMP ₹405 | Target ₹490)” 2️⃣ Industry & Company Context Indian tiles and sanitaryware industry moving from deep downcycle toward gradual normalization Competitive intensity remains high due to aggressive pricing by unorganized Morbi manufacturers Export environment volatile but showing early recovery signs as Morbi exports improve Housing demand, premium housing upgrades, and institutional projects acting as medium-term macro triggers Somany positioned as an organized, retail-led brand with strong pan-India distribution and legacy recall 3️⃣ AI-Based Market Sentiment Overall sentiment score: 0.62 (Moderately Positive) Demand sentiment: Improving , supported by volume recovery signals and export revival Margin sentiment: Cautiously Positive , driven by incentive cuts and premium mix push Risk sentiment: Elevated but stabilizing , led by industry pri...

🔵 Swiggy vs Blinkit 2026: Why Instamart’s Profitability Journey Just Got Longer (Deep-Dive Analysis) 🔶 1️⃣ Introduction – The Quick Commerce Reality Check India Needed • India’s quick-commerce story is evolving — but not all players are winning equally • JM Financial’s latest institutional report delivers a clear verdict on Swiggy’s Instamart • While food delivery stabilizes , Instamart faces a longer, costlier road to profitability • Investors must now separate growth optics from economic reality 📌 Core takeaway • Instamart’s adjusted EBITDA breakeven is pushed to FY30E • Valuation multiple slashed by 50% • Swiggy’s target price revised down to ₹400 🔶 2️⃣ Big Picture Snapshot – What Changed in the Swiggy Thesis? • JM Financial maintains ADD rating , but with lower conviction on Instamart • Competitive intensity in quick commerce has not rationalized • Growth is coming at the cost of persistent cash burn 📊 Market reaction drivers: • High fixed costs • Falling t...