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Omkara Capital: Clients Meet - 17 May 2026
OMKARA CAPITAL – DAILY NEWSLETTER (26th May 2026)
Headlines • FM Sitharaman says govt open to hear investor concerns on LTCG, STCG taxation • US Secretary of State Marco Rubio says – trade deal with India may be done in weeks, not months (keep textile of radar for sure) Stocks in news • Solar projects must use Indian-made cells from June 2026.
OMKARA CAPITAL – DAILY NEWSLETTER (22nd May 2026)
Headlines: • US-Iran deal rumours again in the night, but no final news after the news • Nomura on Sansera: Raise target price to Rs 3,114 from Rs 2,342 • On radar: Shilpa Medicare, Gokaldas earnings today. Belrise on Sunday. Sudarshan Chem, Aarti Pharma on Monday. • Happy Forging concall at 1030
OMKARA CAPITAL – DAILY NEWSLETTER (21st May 2026)
Headlines • Sansera Q4 PAT at Rs 123 cr vs 59 cr – BLASTTTTTTTTTTTT Serious efforts are underway to finalize a draft agreement between Iran and the US, Al Arabiya sources say MARKET COMMENTARY: GOOD NEWS SOON? While we wait for some good news to come from USA & Iran, and which