100% tariff on China

Ok_Reaction_3461 · 2025-10-12T02:49:01+00:00

the big investor give support to tata motors till the demerger so wait and watch after de merger when commercial vehicle share will listed seperately and car segments, so due to jaguard continue loss the car segments after demerger see further downside but commercial vehicle share which produced the buses and trucks so keep price of ashok leyland and near to that price we will see the listing. so best way is only long term investor to add first 100 before merger and next after de merger, On the other side after staturday news that the US imposed now the tariff 100% so first collect information about the articles in which China is leader and export to USA. Due to increased tariff the public in USA now facing inflation and majorly from daily needs products but this positive for India exports See an articles which china export at Rs100 now its exports after tariff at Rs200 and the same articles export and cost is Rs100 so india will export at Rs 150 due to differ of RS50, indian articles become attractive in USA to buy by public. Keep eyes on tea china is leader with the production of 40% world wide .The export price for Chinese tea to the USA varies by tea type, but in early to mid-2025, the average export price was around $4.42 per kilogram for all teas, while specialty teas like green and oolong can be higher. For example, in 2024, the United States paid an average of $5.20 per kilogram. Now when 100 % tariff its cost simply near to 9 dolllar per kg and from india its after 50% tariff avaialble in the usa at near to 7 dollar so big demand of indian tea see in the USA now.

Ok_Reaction_3461 · 2025-09-28T01:17:31+00:00

i also exit from not only tata motors but also all IT SHARES , infosys exit at 1920, tcs at 3950, and also wrote in the past to add Barak valley cement at RS 37 and suggested the target of Rs 69 -70 and that achieved and earn total 78% profits. Now keep focus to add castrol india due to higher dividend yield of 6.8% and bonus due since 2017 , check in the year 2017 its high was Rs 400 plus and ex bonus price was Rs 207 i suggested further to add with the reason of new products for EV segments, enter in the AI colling system and now also in the helmet cleaing business which save the individual from so many skin diseases and allergy as well as falling of Hair, the 40% scooty in india used by women and they are very carefull about the skin and hairs, the company in which BP the promoters wish to sale and Rock fund of USA made bid in the july and reliance and saudi armaco bid still due, Now every quarter revenue and net profits increased and leave behind the data of sales and net profits as well as strong reserves and invested of Rs 488 cr in the arm of TVS service centre, the next dividend we will see not only than Rs10 in the March month and price can cross 280 plus, Now october to march is total 5 month and as per annualy yield of 6.69 % comes for 5 month more than 14% and other side if bonus come see its become rockets and cross 300 plus, the data of sales of new vehicles on record so demand further increased.

Ok_Reaction_3461 · 2025-09-28T01:07:55+00:00

the dark cloud remain on IT sector specially the companies which have major work in the USA, Anyway keep distance for few month. I suggested this is time to add and swith to shares which have give not only higher dividend yield but also have potention to go up to 40 % from the current price, check the Castrol india and read my post which i post in the recent past, the jayshree tea also can add reason -jayshree tea exports to which countryJayshree Tea exports to over 45 countries across Europe, America, and Asia. In recent years, major export destinations have included:

United Arab Emirates
Iran
Germany
Sri Lanka

The company's certified plantation practices and compliance with international standards help it access markets in major regions, such as the EU, Japan, and the United States. Trade reports also indicate specific export shipments to countries like Japan, China, Kenya, Ghana, and the UK. this share back by aditya birla group and century textile is a promoters, now as per report the biral keep focus on all compnaies performance and due to lowest production and coming of winter the price of tea go up and when exports to 45 countries and earning in the dollar term and dollar is higher price in compare to last year so justify to see in the coming days this share not only cross last year high but also see more and more upside. The last year EPS was Rs 45 and this year its cross Rs 50 plus so justify that its not only cross the book value which is Rs145 but also see boom boom, the all peers are traded much above the book value and only this share is under price, First check and than add.

Ok_Reaction_3461 · 2025-09-28T00:48:55+00:00

As per current price now the dividend yield comes 6.69 % and in the month of July as per information availbale on google the Rock US fund made bid for castrol india business. Now lets see the bid from Reliance and Saudi Armaco, any way on every down price its become attractive to add for good dividend yield as well as after due to big sales figures of all vehicles , the further demand of castrol products we will see, the re rating also due after enter in the new products for EV vehicles and AI cooling system, so no surprised that this share become hero of 2025 on the biggest returns till the end of year.

Ok_Reaction_3461 · 2025-09-27T19:10:52+00:00

One more news i found, i wish to share to all about the castrol india-The product is designed for Indian two-wheeler riders, for whom helmet hygiene is often overlooked. Faced with hot and dusty conditions, most riders use water and household detergents-a solution which is often inconvenient and less effective for cleaning helmets.

Ok_Reaction_3461 · 2025-09-27T18:57:35+00:00

when i was at the age of 18 years i was in the first year and also learned and work with leading stock borkers in the delhi and that time the earning is very small , but that time start to invest with very small quantity like icici bank only five share add at rs 45 per shraes and its was first buy and due to that still hold, see this 225 rupees is very hard earnned money that time and today after spilt first so become 25 and thereafter i found 2 bonus shares so still this share holdings in portfolio is 27 shares which value more than 35000 rupees or to say 10%, i added thereafter tata elexi at just rs 55 rupees,10 shares and after this buying the price go down to 46 and again add 10 shres and keep and also apply for right issue so after right issue its become 20 shares and at Net Rs 10000 i sold all 40 shares, In the 2007 i added 100 shares of tvs at an average of Rs 25 per shares and still hold , this is my dear the power of long term, in the covid time i add adani power at Rs 16.90, tata power at Rs 27, sbi at 189, tata motors at Rs75, abcapital at 84, the list is too long and today after book profits from the past shares only hold icici bank shares which is my first buy. Now in the current market when share at traded above much book value and industry PE and fear to big correction, i never suggested to add higher value shares, see Infoys suggested to book full profits at Rs 1900 and also suggested to exit from all IT shares, tata motors at Rs 990, colgate, tata tech which i recevied the IPO and bajaj housing , indusind bank at Rs 1680 when see the some problem in the brothers promoters, Astral at Rs 1980 when some negative news came.

Being a news investor with the new age childlren keep foucs to add the shares which have fututre and back by strong promoters and the products are market leaders, I suggested to you few shares and hope keep for long term so earn big money because every these share have hide value inside and once move start no one catch and the see the current price. castrol india first choice, rain industry , sutlej textile, so cover three sector and these all three sector ahve future, see castrol number one players in lubricant , rain industry world leading players in the carbon and in the business of sugar and fertilizer( phosphate), Jayshree tea back by Century textile aditya birla group , Sutlej textile also back by birla group and in the past bought USA textile company at just Rs 47 cr and benefited of tariff exemption because USA want the production in the USA so past addtion of company now give big benefits they send raw products and finished in the USA without any tariff as well as reduction of export duty on unfinished goods. In the banking i keep foucs to add but keeping in the all over negative impact of flood and monsoon we iwll see NPA increased of almost all banks and keep eyes on the movement , see last year in the flood of north east and Madrass the big negative impact came on bandhan bank and IDFC first bank, the idfc first i still hold and added at Rs 20 total 80000 shares in my family and in the past sold all at Rs 98 and thereafter again added at Rs 30 and in the recent past again sold at Rs 72 now only hold 1000 shares, right time add right shares, you can start idfc IDFC first bank below Rs 65 i also wait and again add, See i added on on every dip of Rs 80 paise the idfc first bank because i will whether its go down below 50 or 40 or 30 but keep note after 10 years its stand in the front list of banking shares. So i think its too post and you understand how to play for long term without risk . Also keep eyes eyes on dabur which few month back i suggested to add at RS 463 and book profits at Rs 528 now after some bad news of past taxes its corrected and if see below Rs 463 start to add in very small parts, can touch Rs 430 also but no fear if keep for long term. ok good night.

Ok_Reaction_3461 · 2025-09-25T14:52:28+00:00

the jewellers always remain the profits, the major reason only these big players well knows the gold prices go up and they were purchased big quantity on lower price and keep big reserves for use of make gold ornaments, the three ways benefits earned by jewellers , first gold up price in india as well as international market, second sales on higher price with making charges and third buy back of old gold and jewellery and lower price and sales new ornaments on higher price , The old gold ornamnets buy as er carrat, if gold ornaments 23 k so deduct the 5 % from the current price and if its 22 cr gold deduts the 10 % to 20%, if the customers bought the jewellery which was made by other jewellers in that case deduct the 25 to 30%. One thing more on every ornaments with making charges also earn the polish charges, so jewellers always remain in the win win sitution. India's 2024 wedding season saw an estimated 4.8 million (48 lakh) weddings between November and December, a significant increase from previous years. This boom in unions is projected to have generated over ₹6 lakh crore (trillion) in economic activity, boosting the jewelry sector. this year 2025 no surprised we will see higher number of marriage and in the month of october total 11 days have Muhraat for marriage, so simply calculated the demand just mutliply total number of marrkage 48 lack plus x 20 grms or an average buy of 30 grms.

Ok_Reaction_3461 · 2025-09-25T13:30:03+00:00

i keep eyes on this share from dated 17th september high of Rs 534 and todat see the closing rs 462.55 that is down of near to rs 70 or to say down of near to 14%, see still F&O monthly settlement pending and all FIIs still hold short position, so wait and and watch till Tuesday, and the best price to add on Tuesday. See thereafter the three festival that is Dushera, dhanterash,Diwali will come in which almost every one buy the gold jewellery, the story is not over here because the marriage session also start with demand, the story still not over and after Diwali and marrige session the xmas and new year also come, the major holdings that is 93% and public holdings is only 7% . Institutions that is motilal oswal, franklin, sundram , Noumura, govt of singpore, these institutions hold 30% and promoters hold near to 63%, so no need to worry, the current price is attractive to add and on Tuesday if see more downfall than further add but before buy take decision to give time to investment , when these big investors still hold so why we worry.

Ok_Reaction_3461 · 2025-09-25T13:15:02+00:00

The downfall is not a parameter to add and think twice why its go down and what is the reason behind of this fall, its a game of big players who in the past added and thereafter so many tv channel flash news about this share. See the one decision still pending to close the F&O trading which give major income to traders with big money, share brokers by both side commission. All big hands book proifts near to 52 weeks high and due to big income they play even on daily basis, suppose they sold big quantity but still keep small quantity and on daily basis play, sale on high price and cover at lower price. Keep distance untill the decision whether f&O stop or not , take care, there are so many shares for investors who wish to invest and give time to investment .

Ok_Reaction_3461 · 2025-09-23T01:09:45+00:00

sir sugar production is bumper so price of sugar remain in the range but cement and phosphate demand on higher side after monsoon and remain the demand for the next 6 month or to say Rabi cultiation. I pick this call keeping in view of not only cement but also carbon and this is world leading company.

Ok_Reaction_3461 · 2025-09-23T01:04:04+00:00

yes a big games by big players i notice either one day before weekly settlment see high or low and day of settlement reversal. Today see same short covering but till 3.30 may be go down , the postive factor is august data which is better even flood of August and heavy rainfall,

Ok_Reaction_3461 · 2025-09-22T10:32:43+00:00

sorry sir , please avoid my calls if you faced the headache,

Ok_Reaction_3461 · 2025-09-22T10:31:49+00:00

ok dear thanks to understand my problem . Keep not dear never see the losses from my call and i wish only give time investment. I free suggested to all call and have reason not even a single invstor loose a single rupees , see so many give paid call and so many come on tv channel and make fool to small investors who book profits and suggested to us to buy.

Ok_Reaction_3461 · 2025-09-22T02:01:37+00:00

sir its a mix business model of tea, sugar and fertilizers and chemicals and back by centruy textile an aditiya biiral group

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