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Equentis
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Jul 26, 2026
Why the Calcutta Stock Exchange Failed | The Rise of NSE Explained | CSE Story
This video explains the historical rise and fall of the Calcutta Stock Exchange (CSE), which was once a major financial hub in India. It details how the CSE, established in 1908, thrived due to Kolkata's industrial importance but eventually declined with the advent of the technology-driven National Stock Exchange (NSE) in 1994. The lack of liquidity and failure to modernize led to the cessation of regular equity trading by 2013. A recent proposal by the West Bengal government to revive the CSE by June 2026 is discussed, highlighting the significant challenges involved, such as regulatory approvals, technological infrastructure, and attracting brokers and investors.
Jul 25, 2026
DON'T INVEST IN US STOCKS... UNTIL YOU KNOW THIS
The creator discusses investing in US stocks versus Indian stocks. While US markets offer global exposure and innovation, the creator warns about concentration risk in the top tech companies within the S&P 500, whose price growth has outpaced earnings. Indian corporate earnings are currently strong, and the creator suggests a core portfolio should be in Indian markets, with US exposure taken cautiously.
Jul 13, 2026
Dmart share latest news | Dmart share latest news result | DMart Q1 Results 2027|DMart Results Today
Avenue Supermarts (DMart) shares fell over 2% following its Q1 FY27 results, which showed muted performance. While revenue grew, same-store sales growth slowed significantly, particularly in metro cities, due to increased competition from quick commerce players. Despite improvements in gross margins from general merchandise and apparel, higher employee and operating costs, along with increased interest expenses from borrowings for store expansion and losses in subsidiaries, put pressure on EBITDA and net profit margins. The company added only three new stores this quarter and approved issuing NCDs worth 1000 crore for future expansion. DMart is focusing on metro cities, closing operations in other areas to concentrate on profitable markets. Key challenges include slowing growth in metro cities, competition, and rising costs, with investors watching the company's ability to escalate growth and maintain profitability.
Jul 9, 2026
Persistent share latest news | Persistent share latest news today |CEO Sandeep Kalra
The creator discusses Persistent Systems' acquisition of Ngaro, highlighting the strategic rationale including geographic expansion and capability enhancement. However, the stock fell 11% due to valuation concerns, as Persistent is paying a 140% premium for a slower-growing, lower-margin business, and increased debt risk. The market is awaiting execution proof to justify the acquisition's value creation.
Jun 4, 2026
Why IT Stocks Crash? Karpathy, Nvidia, TCS | IT Stocks Latest News | The AI Talent War
The creator discusses the AI talent war, highlighting how top researchers are moving to companies like Anthropic, and how this impacts the stock market. Traditional IT service companies like TCS and Infosys are struggling due to AI's disruption of manual coding and maintenance, while tech giants like Nvidia, Microsoft, and Amazon are benefiting from massive AI capital expenditures. The creator suggests investors choose stocks that benefit from the AI wave rather than those being disrupted.
May 14, 2026
Why PSU Stocks Crash Right When Retail Investors Rush In?
The video discusses the historical performance of PSU stocks around Indian election cycles, noting that while markets often react to election outcomes, the real gains come from policy changes, reforms, and company earnings. It highlights how investor sentiment and expectations play a crucial role, and high valuations can limit future returns even with positive election results.
May 7, 2026
Should You Buy The Dip?? 3 Types of Market Dips You Must Know |Equentis Research and Ranking
The creator discusses three types of market dips: valuation dips, structural dips, and geopolitical dips. They emphasize that not all dips are buying opportunities and advise investors to analyze the underlying reasons for a stock's decline, the temporariness of earnings degrowth, and their own investment horizon before making decisions. The creator suggests staggered buying for long-term investors with surplus cash and following data over crowd sentiment.
Apr 15, 2026
Devyani share latest news | Sapphire share latest news | Equentis Research and Ranking
The QSR industry in India is entering a phase of consolidation, highlighted by the merger of Devyani International and Sapphire Foods, which operate KFC and Pizza Hut franchises. This merger aims to consolidate operations under one roof, addressing challenges like increased competition and moderating demand post-COVID. The combined entity is expected to be better positioned to capture growth opportunities in the long term.
Apr 15, 2026
Indian Railway Stocks Explained | BEL, IRCTC, RVNL, Titagarh | Equentis Research and Ranking
This video explains the Indian railway ecosystem, highlighting various companies involved in different aspects of its operations, from planning and construction to financing, signaling, and rolling stock manufacturing. It discusses the roles and financial performance of companies like RVNL, IRFC, Ircon International, Railtel, BEL, Titagarh Wagons, Jupiter Wagons, and IRCTC, noting the sector's growth potential driven by government investments and modernization efforts.
Apr 15, 2026
Crude Oil News |Crude Oil Spike: Impact on Stock Market & Investors | Equentis Research and Ranking
The escalating conflict in Iran, Israel, and the US is leading to rising crude oil prices, impacting India's economy significantly due to its high import dependency. This price surge affects inflation, currency depreciation, and various stock market sectors including aviation, paints, chemicals, tires, FMCG, consumer durables, and cement, with oil marketing companies also facing margin pressure.
Apr 15, 2026
Dixon technologies share latest news | Dixon technologies stock analysis | 12X Returns?
The video analyzes Dixon Technologies, an Indian EMS company that manufactures smartphones and other electronics for major brands. Despite past investor returns, the stock has fallen due to Motorola reducing its volume with Dixon, the upcoming expiry of PLI schemes, and increasing competition from domestic players like Tata Electronics and Chinese companies. Dixon is attempting to mitigate these challenges by backward integrating into component manufacturing and expanding into new segments like IT hardware. The analysis questions whether the current PE ratio is justified given the increased competition and revised revenue targets.
Mar 15, 2026
BEL share latest news | BEL share latest news today | Defence Stocks in Focus
The creator discusses Bharat Electronics Limited (BEL) as a key player in India's technology-driven defense sector. BEL manufactures critical electronic warfare systems, radars, and communication networks, acting as the 'brain and nervous system' for the armed forces. The company benefits from wide product applications across Army, Navy, and Air Force, deep integration with DRDO technologies, and a strong position within India's defense spending, leading to revenue visibility and long-term contracts.
Mar 15, 2026
Doms share latest news | Camlin | Flair | Leader in Stationary Sector ?Equentis Research and Ranking
The Indian stationery and art materials market, estimated at ₹30,000-40,000 crore, is expected to grow at a high single-digit rate over the next five years. While paper stationery still drives volume, non-paper stationery, particularly writing instruments like pens and pencils, is leading in value and growth due to increased branding and formalization. DOMS Industries is highlighted for its wide product portfolio, leading to steady market share gains and industry-leading growth, while Flair focuses on premium products for strong margins. DOMS also shows strong execution with fast inventory turnover and distribution.
Mar 15, 2026
AMC Stocks Under Pressure Despite MF Boom? SBI Mutual Fund share price today | Nippon Life AMC share
The Indian mutual fund industry is experiencing a significant growth phase driven by increasing financial literacy, technological advancements like fintech apps and smartphones, and the SIP revolution, making it a golden opportunity for Asset Management Companies (AMCs). Despite recent regulatory pressures on fees, the long-term outlook for AMCs remains strong due to massive upcoming volumes and the ongoing financialization wave in India.
Mar 15, 2026
Cummins India share latest news | Explained: Defense, Railways | Future Growth Expansion
This video discusses Cummins, a company specializing in diesel engines, and its future prospects amidst the global shift towards green energy. It highlights Cummins India's business segments, financial health, and its strategic preparations for the future, including investments in hydrogen engines and green energy solutions with Tata. The video suggests that Cummins' strength lies in providing dependable power for critical systems, regardless of the fuel source, making it a potentially profitable, albeit 'boring', investment.
Mar 15, 2026
Protean E-Gov Technologies Limited | Protean E-Gov share latest news | Equentis Research and Ranking
Protean E-Gov Technologies Limited, a key player in India's digital infrastructure, is facing a stock price crash due to the government rejecting its bid for the PAN 2.0 modernization project. Despite its strong historical performance and monopoly in certain sectors like pension data, the loss of this major future growth opportunity has led investors to question its high valuation and slowing core business growth. The company needs to prove its ability to grow in the private sector through new ventures like ONDC, AgriTech, and HealthCare to regain market confidence.
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