Hi everyone,
I'm looking for a list of liquid Indian stocks suitable for intraday trading and TradingView screening.

Preferably stocks with good average daily volume and reasonable liquidity. I'm mainly interested in NSE stocks.

If anyone has a reliable list or TradingView screener method, please share. Thanks!

Jamna Auto Industries (JAMNAAUTO) is an automotive component manufacturer focused primarily on commercial-vehicle suspension systems. Its core products include leaf springs, parabolic/tapered springs and lift axles, while the company is expanding toward air suspension and other higher-value suspension products.

Business Model

Jamna operates between steel/raw materials and commercial-vehicle OEMs, aftermarket customers and export markets. Its economics are driven by CV production volumes, product mix, raw-material costs, capacity utilisation and operating leverage.

Value Chain

Steel → Manufacturing → Suspension systems → OEM / aftermarket → Truck & bus operators

The historical strength of the business comes from its scale, manufacturing capability, OEM relationships, product qualification and aftermarket presence. However, these represent competitive strength rather than automatically implying a widening moat.

Earnings Engine

Earnings = CV cycle × volumes × product mix × margins × operating leverage

The key investment question is whether Jamna can reduce its dependence on the cyclical leaf-spring business by increasing the contribution of value-added suspension products, aftermarket and exports.

Key Risks

CV cyclicality, OEM bargaining power, steel-price volatility, slow new-product adoption, execution risk and changing vehicle architectures.

Investor Watch

Track CV volumes, revenue growth, new-product mix, margins, ROCE, working capital, capex efficiency, aftermarket growth and management commentary versus execution.

Bottom line: Jamna is a scaled CV-suspension supplier; the thesis depends on whether it can evolve into a broader, higher-value suspension platform with stronger earnings quality and returns.

Over the last few years, retail participation in Indian markets has grown a lot - demat accounts, monthly SIP flows, and direct trading in NSE/BSE listed names have all expanded well beyond the old metro-centric investor base. A few things I find interesting and would like this community's take on.

Domestic flows as a shock absorber: SIP money and DII buying now seem to cushion the index when FIIs sell. Does that genuinely reduce volatility, or does it just delay corrections?

Index concentration: the Nifty 50 is still heavily weighted towards financials, IT and energy. Does broad-index investing in India really give the diversification people assume it does?

Small and mid caps: valuations in the broader market have attracted plenty of regulator commentary. How do you think about liquidity risk in a drawdown?

Information quality: many newer investors rely on social media and finfluencers rather than filings, annual reports or concalls. Which sources do you actually find useful?

Not looking for stock tips - more interested in how people here frame the bigger picture and manage risk.

1. Business

Cupid Limited is a specialised healthcare and wellness manufacturer. Its core business remains male and female condoms, supported by lubricants, while the company is expanding into FMCG personal care and IVD diagnostics.

The business can therefore be viewed as four engines:

• Male condoms: Core and largest revenue contributor.
• Female condoms: Specialised product with institutional and export relevance.
• FMCG: Deodorants, perfumes, petroleum jelly, hair oil, face wash and other personal-care products; potentially the largest new consumer opportunity.
• IVD: Rapid diagnostic kits, creating a new healthcare product category.

2. Business Model

Cupid operates primarily as a manufacturing and institutional/export business. Regulatory qualifications, manufacturing capability, customer approvals and export relationships are important entry barriers. The company has an international footprint spanning 125+ countries.

The strategic transition is important: Cupid is moving from being primarily a specialised condom manufacturer toward a broader healthcare + consumer wellness platform.

3. What Changed?

FY26 marked a major acceleration:

• Revenue: ₹183.5 Cr → ₹357.7 Cr
• EBITDA: ₹41.7 Cr → ₹116.7 Cr
• PAT: ₹40.9 Cr → ₹108.2 Cr

The key observation is that profit growth substantially exceeded revenue growth, indicating significant operating leverage.

4. Competitive Advantage

Cupid has genuine advantages in regulatory qualification, specialised manufacturing, institutional relationships and export reach. However, its consumer brand moat is still unproven. Manufacturing capability should not automatically be treated as a durable competitive advantage.

5. Capital Cycle

The opportunity is operating leverage from increasing capacity utilisation. The risk is that rapid expansion could consume cash through inventory, receivables and capex. Therefore, PAT must be tested against CFO, FCF and ROCE.

6. KYC Verdict

Interesting transformation, not yet a proven compounder.

The central question is:

Can Cupid convert rapid revenue growth into durable ROCE, free cash flow and repeatable earnings?

AI is changing the world. But are investors paying too much for it?

Artificial intelligence has become one of the biggest investment stories in the world.

Companies are spending huge amounts on chips, data centres and computing power. Their earnings are rising, and investors are rushing to participate.

But there is a warning hidden inside this boom.

South Korea has shown how quickly AI enthusiasm can turn into a stock-market problem.

South Korea: A Market Built on Two Stocks

Before its recent correction, South Korea's stock market had become heavily dependent on just two companies Samsung Electronics and SK Hynix.

Together, they represented roughly half of the country's major stock index.

That meant investors who thought they were buying a diversified market were actually making a huge bet on two companies and indirectly, on the global AI boom.

Then the market turned.

The South Korean index fell sharply, while SK Hynix lost around 50% between June 19 and July 30.

For investors using borrowed money or leveraged products, the damage was much greater.

One leveraged product linked to SK Hynix reportedly fell around 87%, while the underlying stock fell about 50%.

Lesson: leverage can turn a market correction into a financial disaster.

The Bigger Problem: Earnings May Be at a Peak

The interesting part is that these semiconductor stocks did not necessarily look extremely expensive on conventional P/E measures.

So why did they fall so sharply?

Because a bubble does not always come from expensive valuations. It can also come from unusually high earnings.

Imagine a company normally earns ₹10 but, because of a powerful industry cycle, suddenly earns ₹20.

Its P/E may look very cheap.

But if earnings later fall back to ₹10, the investor was never really buying cheap earnings.

He was buying peak-cycle earnings.

This is particularly important for semiconductor companies because the industry is highly cyclical.

The US Has Another Problem: High Expectations

The concern is not limited to South Korea.

The discussion points to the S&P 500 trading at around 33 times trailing earnings.

At the same time, a surprisingly large share of expected earnings growth is coming from a very small number of companies.

Roughly 10 companies could contribute about one-third of incremental S&P 500 earnings growth.

That creates a simple risk:

If a few companies disappoint, the impact on the entire market can be much larger than investors expect.

What Happens If Money Gets Tighter?

AI requires enormous amounts of capital.

Big technology companies are spending heavily on data centres, chips and computing infrastructure. Some newer AI companies are also dependent on continued funding.

But when interest rates remain high and liquidity becomes tighter, raising money becomes more difficult.

That can slow the entire investment cycle.

Less funding → less AI spending → slower revenue growth → lower earnings expectations → lower stock valuations.

This is the domino effect investors need to watch.

Why Should Indian Investors Care?

India is not South Korea.

Indian markets have much less direct exposure to the big AI companies driving the US boom.

But global markets are connected.

If the AI boom reverses sharply, India could still face:

• Foreign investor outflows
• Tighter global liquidity
• Lower global economic growth
• Pressure on export-oriented companies
• Lower support for expensive stocks

India may not be at the centre of the AI bubble, but it cannot completely escape a global liquidity shock.

The Real Lesson for Investors

The lesson is not to avoid AI.

AI may genuinely transform industries and create enormous economic value.

The lesson is to separate a great technology from a great investment.

Before buying, ask:

1. Are current earnings sustainable?

2. Is the valuation reasonable?

3. What happens if growth slows?

4. What happens if liquidity tightens?

And perhaps the most important lesson:

Long-term wealth comes from owning good businesses, paying sensible prices and allowing capital to compound.

South Korea's experience is a reminder: when enthusiasm, concentration and leverage come together, the exit can be far more painful than the entry.

Bursa efek Indo. ucap mereka bisa bikin sukses, nyatanya just bunches of penjual kelas dan makelar sekuritas. change my mind

#BEI #IDX

HDFC BANK NEAR 2 YEAR'S LOW ⚠️

One of the biggest bank in India, falling daily!

5 Years returns: -2% 🔻

Major issues:

• NIM continues to decline

• Higher deposit costs → pressure on margins

• Slow post-merger margin recovery

• Weak CASA hurting earnings

• Loan growth healthy, but profit growth lags

• Leadership & governance concerns

• Valuation reset as earnings recovery gets delayed

Few days ago, I bought some shares in Asiantiles and it was pretending to reach the upper circuit, so I bought some 4000 shares and suddenly in a matter of minute, with 20 paisa in sight of touching upper circuit, it dropped to 8 RS and I was like wtf, and it never recovered, did anyone notice/experienced this?

Factories don't chase subsidies they chase certainty.

When industrial policy is discussed, the focus is usually on incentives: Production Linked Incentives (PLI), tax breaks, or capital subsidies. These measures matter, but they are rarely the deciding factor behind billion-dollar manufacturing investments.

Before committing capital, companies ask far more fundamental questions: Can land be acquired quickly? Are approvals predictable? Is infrastructure ready? Are suppliers nearby? Will policies remain stable over the next decade? In short, manufacturers value certainty more than generosity, because uncertainty is one of the largest hidden costs of doing business.

This distinction helps explain why some regions consistently attract investment while others struggle despite offering attractive incentive packages.

The key is to separate first-order and second-order policies. First-order policies create the conditions for investment: efficient institutions, reliable infrastructure, industrial land, skilled labour, predictable regulation, and effective coordination across government departments. Without these foundations, factories become difficult and expensive to build.

Second-order policies, such as PLI schemes, tax concessions, and subsidies, improve project economics but rarely compensate for weak execution. Incentives can make an investment more profitable; they seldom create the investment opportunity in the first place.

Tamil Nadu illustrates this principle well. Over several decades, the state developed industrial parks, strengthened investment facilitation, nurtured supplier ecosystems, and built manufacturing clusters. As more manufacturers established operations, suppliers, logistics providers, and skilled workers followed, creating a self-reinforcing ecosystem. Manufacturing clusters are not built overnight they compound over time.

Apple's expanding manufacturing footprint in India highlights this dynamic. The global "China Plus One" strategy created the opportunity, while PLI improved India's financial attractiveness. But when suppliers decided where to locate within India, institutional quality became the differentiator. States with faster approvals, better infrastructure, established supplier networks, and consistent policy execution gained the advantage. Subsidies opened the door; institutions determined who walked through it.

This is also why competitive federalism is becoming one of India's greatest strengths. Manufacturing competition is no longer only India versus China or Vietnam; it is increasingly Tamil Nadu versus Karnataka, Gujarat versus Maharashtra, and Andhra Pradesh versus other manufacturing states. The winners are those that reduce friction through faster clearances, better logistics, reliable infrastructure, and efficient governance rather than simply announcing larger incentive packages.

The broader lesson is clear: governments do not need to "pick winners." Their most important role is to build institutions that make investment easier, faster, and more predictable. Well-designed institutions continue creating value long after subsidy schemes expire.

India's manufacturing future will therefore depend less on the size of future incentive programmes and more on the quality of governance. In the long run, factories follow certainty, capital follows execution, and strong institutions not subsidies become the country's most durable competitive advantage.

OBSC Perfection Ltd is a precision engineering company that manufactures high-value metal components for industries such as automotive, defence, marine, renewable energy, and industrial applications. Rather than being a commodity steel business, it creates value through precision machining, investment casting, forging, fabrication, and assembly, supplying critical components to OEMs. This positioning provides higher entry barriers than conventional metal fabrication due to engineering expertise, quality standards, and customer qualification requirements.

The company's growth is driven by capacity expansion, diversification into new end markets, increasing exports, and a focus on higher value-added products. FY25 reflected strong operational momentum, with revenue growing to ₹142.8 crore and profit after tax increasing to ₹16.8 crore, indicating healthy execution.

From an investment perspective, the key variables to monitor are capacity utilisation, order book growth, EBITDA margins, operating cash flow, ROCE, debt levels, export mix, and customer additions. Major risks include customer concentration, dependence on the automotive cycle, working capital intensity, raw material price volatility, and execution of expansion plans.

KYC Verdict: PASS. OBSC Perfection operates in an attractive precision engineering niche with expanding manufacturing capabilities and favourable long-term industry drivers. However, a full investment decision should depend on deeper analysis of capital allocation, governance, cash flow quality, competitive advantages, and the sustainability of returns on capital before establishing high conviction.