lax.sh

We owe it to ourselves to be the best we can be.

💫Now no one is talking about this stock #Stallion #stallionfluoro ✅When the price is going up, the narrative is solid ✅When price breaks down, the story vanishes Moral: The narrative follows the price, not the other way around. Market is Supreme ❤️❤️

@iamrakeshbansal Unaffordable? They should have hiked it 3 months ago. Prices should be made market linked.

CNG prices hiked again by ₹2/kg! Total cumulative increase of ₹6/kg in just 11 days. Petrol, diesel, now CNG — everything is becoming unaffordable. Middle class kahan jaayega bhai? Ghar se office, school, hospital — har roz ka hisaab bigad raha hai. सस्ता रोटी कपड़ा और मकान सपना था और सपना ही रह गया #CNGHike #MiddleClassStruggle #Inflation

@yogenderslamba SME … anything specific you like?

@laxdotsh Yash highvoltage

Some stocks with improving structure: 1. BHEL 419.4 2. WOCKPHARMA 1637.6 3. PPLPHARMA 179.46 4. ADANIPOWER 233.38 Focus on how price behaves from here, manage risk. Do your own DD. Give follow to @laxdotsh. Anything else on your radar?

@TheSincereDude Mathematics mein weak hona avashyak hai kya? 9.48 to 32.98 is 248% not 348%

Madam, let’s do the math you conveniently skipped. - Modi govt collected ₹38.89 lakh crore in fuel taxes from 2014–2024. - Excise on petrol went from ₹9.48/L in 2014 → ₹32.98/L in 2021; a 348% hike. - When crude crashed to $20/barrel in 2020, instead of passing benefits to citizens, BJP pocketed the windfall by hiking excise duty. Now crude is high, OMCs are bleeding, petrol has been hiked 4 times in May alone, and you want a medal for cutting ₹10/L back; after charging excess for a decade? The ₹1 lakh crore “sacrifice” you’re bragging about is less than 3% of what this government extracted from common people’s pockets over 10 years. And the punchline? Retail prices are NOT even coming down. The duty cut went to bail out OMC losses; NOT to reduce prices at the pump. Petrol in Delhi crossed ₹100/L today. You didn’t give anything to the aam aadmi. You just stopped overcharging them slightly. That’s not policy. That’s arithmetic.

Trying to tax exit of FII from country will be disastrous because it will further break the little trust left in Indian government and they will try to exit as fast as possible because in future this exit tax can become even bigger like LTCG/STCG/STT have become and they will slow down investment in India. @narendramodi shouldn’t consider such ideas.

For investors in Indian markets: Short-term capital gains tax (stocks held <1 year) went from 15% to 20% two years ago. Long-term capital gains tax (held >1 year) went from 10% to 12.5% two years ago. And FIIs outflow since then: 2025: Record ₹1.66 lakh crore net - the highest annual FII outflow ever recorded in Indian markets. 2026: ₹1.51 lakh crore net just until April 2026. Just a 2% increase matters a lot if you are an FII investing billions. FIIs invest in India because of high growth opportunities, but a depreciating rupee and an increase in taxes means they may move out their capital. And FIIs definitely move their capital when they sense global issues may drag India's growth. We are already seeing this. This causes more stresses to India's economy, currency, and companies. Even if futures and options keep their increases in STT (for various reasons it can be argued to make sense), for capital gains from equities, this increase in tax definitely needs to be reconsidered by GoI. An idea I propose is the increases in taxes can be applied (some other way) only for FIIs, and only when they are taking out the capital from the country. Not sure how it can be implemented, or if it is even practical. If not, the increases in CGT must be reconsidered, and reverted for at least the time being, to incentivize FIIs and DIs in investing in India's growth story.

Scrap LTCG because STT was brought in to replace LTCG. Now we have higher STT and increased LTCG. Double skinning. Reduce STCG. Watch how dollars flow in India.

Will better sense prevail? Hopefully but don’t ask those who think market is gambling sin to be curtailed for policy and tax input. Even if they are from mutual fund sector. @nsitharaman @narendramodi

@JithinG16197054 Congratulations for 20%

@laxdotsh Hariom pipe

Portfolio green or red today? What is your biggest winner in portfolio?

@ANI Ask the state government to charge the VAT at lower rate like others have to reduce the Petrol price. Don’t lie. Don’t mislead.

#WATCH | Bengaluru, Karnataka | Congress General Secretary Randeep Singh Surjewala says," The petrol price has crossed Rs 110 per litre for the first time in 78 years after independence. There is a Rs 57 lakh crore loot by the BJP in the last 12 years. Every day, fuel loot is picking the pockets of the common man. The last 11 days have been catastrophic on the pockets of the salaried class, farmers, businessmen, homemakers, small businesses, and the common man. With the Union BJP government unleashing fuel loot by increasing the price of petrol and diesel four times in the last 11 days, this back-breaking and defrauding of the Kannadigas by the BJP is unpardonable."

As per Systematix institutional research this is what should be the value of each company coming out of Vedanta Demerger #VEDL lax.sh/stock/VEDL

After Vedanta's demerger #VEDL, shareholders must allocate their original acquisition cost as follows: - Vedanta Limited: 52.34% - Vedanta Aluminium Metal Ltd (VAML): 7.15% - Talwandi Sabo Power Ltd (TSPL): 12.23% - Malco Energy Ltd (MEL): 21.49% - Vedanta Iron and Steel Ltd (VISL): 6.79% Total: 100% lax.sh/stock/VEDL

Vedanta Demerger Explained – Why the Stock Price is Adjusting Today (April 30, 2026) Vedanta is executing its long-awaited demerger today. The stock is now trading ex-demerger, so the price no longer reflects the full value of all its businesses. The company is splitting into five separate publicly listed entities. Shareholders who held Vedanta shares until yesterday’s (April 29) close will receive 1 share in each of the four new companies for every Vedanta share they own (1:1 ratio). The Five Entities Going Ahead: - Vedanta Ltd (Residual entity): Will continue as the listed parent, mainly holding the 60.71% stake in Hindustan Zinc, Zinc International, Copper business, and other base metals. - Vedanta Aluminium (Vedanta Aluminium Metal Ltd): The aluminium business. - Vedanta Power (Talwandi Sabo Power Ltd and related power assets): The power generation business. - Vedanta Oil & Gas (Malco Energy Ltd and Cairn Oil & Gas): The oil and gas vertical. - Vedanta Iron & Steel (Vedanta Iron and Steel Ltd): The iron ore and steel businesses. These four new entities are expected to list separately in the coming weeks (targeted around mid-May, subject to approvals). Valuation Picture Brokerage firm Nuvama values the pre-demerger consolidated Vedanta at ₹936 per share. Of this, the residual (ex-demerger) Vedanta is valued at around ₹336, the Hindustan Zinc stake at ₹317, and the remaining base metals/other businesses at ₹19. The rest of the value moves to the four new entities. The sharp-looking drop in Vedanta’s share price today is purely a technical adjustment — not a loss in value. Your total holdings (remaining Vedanta share + the four new shares you’ll receive) should preserve roughly the same economic value once the new companies list and start trading. Most analysts continue to maintain Buy ratings, seeing the simplified structure as a long-term positive for unlocking value in each vertical. The stock had closed at ₹775 yesterday, up over 25% so far in 2026. This is a major corporate restructuring aimed at giving each business its own identity, management focus, and valuation. Watch for the listing of the four new stocks in the weeks ahead.

@manoj_216 @theskindoctor13 If that is the case about taxes then just remove income tax completely. Let people pay taxes only on eating, drinking like everyone else.

My 3 cents to dear @theskindoctor13: 1/ Income tax is just once source of taxes. Indirect taxes are aplenty. 2/ Salary is just one source of income. One needs to pay taxes on all gains, even in FD interest. If you are eating anything, or even drinking water at home, you are paying taxes. 3/ Why are there no jobs? Someone promised 2 Cr jobs. Who's accountable?

@saketh1998 That’s why you should put money in chitfund may be?

Nifty 11 Yr CAGR is now around 9%. Barely beating FD returns by 2%, but comes with multiple 20% drawdowns along the way.

@Ldhar3355 🔥🔥🔥

@laxdotsh apollo

@neethuak1984 So many winners … your portfolio must be all hale and healthy.

@laxdotsh Apollo , hfcl, rishabh, gvpil, deedev, supreme power, ideaforge, kpl

@manoj_216 No need to because point of not so great ROE is established otherwise you would have quoted gleefully. Request you to educate public with right concepts instead of misleading with absolute numbers. Thank you.

@laxdotsh Find it out yourself boss!

If the onus to ensure that OMCs don't go in losses is on the public, then the profitability of OMCs should also be at public discretion. You can't punish the public both ways. Look at the profits of India's three major OMCs - IOCL, BPCL & HPCL. They posted a combined net profit of over ₹2.3 lakh crore (approx. $28 billion USD) across the last five fiscal years (FY21 to FY25). When they had profits of lacs of crores in 5 years, why can't they sustain losses for an year?

@Abhind8 Posted data on SIP on Telegram to buttress this point.

@laxdotsh 👏👏👏👍👍👍

Those calling Mutual Funds, SIP deep conspiracy to give exit to FII aren’t your friends. Market moves in cycle and next 12 months will ensure all these folks vanish.

@manoj_216 Why just take 1 year? Do you do business only for one year? 1/3/5/10 year ROE please

@laxdotsh ROE in FY 2023-24 for IOCL was 24% and BPCL was around 40% What say?